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2022-08-07

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TWTR Stock: Why Did Twitter Just Subpoena Hedge Fund Giant Ken Griffin?

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2022-07-17

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Eight Leveraged Single-Stock ETFs are Launched

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2022-07-26

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S&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings

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Palantir Q2'22 Preview: What Investors Can Expect

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Palantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week

2022-08-07

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2022-08-07

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Meta Sales Decline: Facebook Now An Old Cyclical Business

2022-07-31

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2022-07-25

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Fed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year

2022-07-23

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2022-08-02

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Alibaba: Be Greedy When Others Are Fearful

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2 Stock-Split Stocks That Are Historically Cheap and Begging to Be Bought

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23:31","market":"us","language":"en","title":"7 Stocks to Avoid in a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1179326728","media":"InvestorPlace","summary":"While economic downturns bring opportunities for discount divers, it might be better to avoid these ","content":"<html><head></head><body><ul><li>While economic downturns bring opportunities for discount divers, it might be better to avoid these stocks in a recession.</li><li><b>Toll Brothers</b>(<b><u>TOL</u></b>): Since big-ticket items are usually out of the question during recessions, homebuilding firm Toll Brothers would be incredibly suspect.</li><li><b>Zillow</b>(<b><u>Z</u></b>,<b><u>ZG</u></b>): With rising interest rates pressuring would-be homebuyers, now’s not the time to consider Zillow.</li><li><b>Vroom</b>(<b><u>VRM</u></b>): Although cars represent a necessity, Vroom’s premium on its delivery services makes VRM one of the worst stocks to buy in a recession.</li><li><b>Signet Jewelers</b>(<b><u>SIG</u></b>): With some evidence correlating economic downturns with reduced marriages, Signet Jewelers may be one of the worst stocks to buy in a recession.</li><li><b>Macy’s</b>(<b><u>M</u></b>): As inflation forces households to focus their spending on the essentials, department store giant Macy’s faces an uphill battle.</li><li><b>Ruth’s Hospitality Group</b>(<b><u>RUTH</u></b>): Economic downturns pose huge challenges for premium restaurants, hurting prospects for Ruth’s Hospitality Group.</li><li><b>Lindblad Expeditions</b>(<b><u>LIND</u></b>): With money tight during a recession, fewer people will seek exotic vacations, thus challenging Lindblad Expeditions.</li></ul><p>With recent indicators suggesting that the U.S. is in the middle of a downturn, interest regarding stocks to avoid in a recession has naturally picked up. Though contrarianism is an exciting concept, in many cases, it’s better not to fight the tape. Here, large-scale fundamentals along with common sense are your best friends.</p><p>During the second quarter, the U.S. economy shrank by 0.9%, representing the second consecutive quarter where the economy has contracted. During Q1, the gross domestic product decreased at an annualized rate of 1.6%. Interestingly, while many analysts regard two quarters of back-to-back red ink as a recessionary slump, it’s not an official definition. Nevertheless, investors need to pay attention to the worst stocks to buy in a recession.</p><p>While the non-profit, non-partisan National Bureau of Economic Research will make the official determination of a recession, investors shouldn’t wait for such confirmation. Instead, it’s best to think about protecting your portfolio right now. To help strategize your next moves, take some pieces off the board by being cognizant of the worst stocks to buy in a recession.</p><p><b>Stocks to Avoid in a Recession: Toll Brothers (TOL)</b></p><p>One of the easiest names to identify as a stock to avoid in a recession is homebuilding specialist <b>Toll Brothers</b>(NYSE:<b><u>TOL</u></b>). While people with means saw real estate as an intuitive opportunity last year during a monetary ecosystem of low interest rates, this year, the Federal Reserve’s commitment to attacking inflation with raised borrowing costs bodes poorly for TOL and similar investments.</p><p>The cancellation rate among homebuilders reach 14.5% in June, implying a growing number of people concerned about higher interest rates and the impact they could have on economic viability. As if that news wasn’t bad enough, pending home sales slipped 20%in June versus a year earlier as soaring mortgage rates began taking a toll on Toll Brothers.</p><p>While shares have moved up slightly in the trailing month, the momentum could be largely based on misguided contrarian trading. Fundamentally, higher borrowing costs don’t provide a favorable backdrop for homebuilders, making TOL one of the worst stocks to buy in a recession.</p><p><b>Zillow (Z, ZG)</b></p><p>Although one of the beneficiaries of the initial dynamics associated with Covid-19, <b>Zillow</b>(NASDAQ:<b><u>Z</u></b>, NASDAQ:<b><u>ZG</u></b>) – a technology-driven real estate marketplace firm – is now an embattled organization. On a year-to-date basis, shares of the company’s Class C stock slipped 45%. Zillow’s Class A shares didn’t fare much better, down over 43% during the same period.</p><p>As with Toll Brothers above, the headwinds of higher interest rates and concerns about underlying economic stability represent major distractions for Zillow. Recently, the Federal Reserve lifted the benchmark interest rate by 75 basis points, essentially exacerbating the affordability crisis for prospective homebuyers. In addition, sellers who rushed into the arena may be stubborn about lowering prices, considering that they heard so many stories about buyers bidding up prices well above asking last year.</p><p>In addition, the increasing number of layoffs– especially in the tech sector – suggests that even folks who have the money to participate in real estate are going to back off. If the economy stumbles, there will be better discounts to be had. Thus, Zillow is one of the worst stocks to buy in a recession.</p><p><b>Stocks to Avoid in a Recession: Vroom (VRM)</b></p><p>During any period of economic pressure, purchases toward big-ticket items – homes, cars, boats – are incredibly suspect for obvious reasons. With money harder to come by during deflationary cycles, it’s irresponsible to open your wallet to an unnecessary magnitude. Therefore, this dynamic hurts the case for online used-car retailer <b>Vroom</b>(NASDAQ:<b><u>VRM</u></b>).</p><p>On the other hand, people need cars. According to data cited by the World Economic Forum,76% of American commuters use their personal vehicles to move between home and work, making it the most popular mode of transportation in the U.S. By logical deduction, if the majority of employers recall their workers back to the office, demand for car wills likely increase.</p><p>Therefore, I see both sides of the issue when it comes to the used-car segment. However, VRM is probably one of the worst stocks to buy in a recession because the underlying company must charge a premium for the convenience of delivery services. It’s one cost structure that traditional dealerships don’t have to bother with, making Vroom unfortunately uncompetitive.</p><p><b>Signet Jewelers (SIG)</b></p><p>Emblematic of the human desire for connection and socialization,<b>Signet Jewelers</b>(NYSE:<b><u>SIG</u></b>) may be an ideal choice for investors when underlying circumstances are bullish. Billed as the world’s largest retailer of diamond jewelry, Signet operates under various brands, like Kay Jewelers, Zales and Jared. When people feel good about their finances, they may be more inclined to pop the question to their future life partners.</p><p>But what happens when economic circumstances sour? It’s a complicated issue. Some evidence indicates that as recessions materialize, both divorces and marriage proposals decline, eventually rising when the good times return. However, when it comes to divorces, recessions can both increase breakups due to rising stress and reduce them through exacerbating cost barriers.</p><p>Again, it’s a complicated backdrop. But in my estimation, recessions aren’t great for family planning-related endeavors. Therefore, I would have to peg SIG as one of the worst stocks to buy in a recession.</p><p><b>Stocks to Avoid in a Recession: Macy’s (M)</b></p><p>Based on the available evidence, department store icon <b>Macy’s</b>(NYSE:<b><u>M</u></b>) is sadly one of the worst stocks to buy in a recession. Perhaps the best insight as to why comes from <b>Walmart</b>(NYSE:<b><u>WMT</u></b>). Recently, the CEO of the big-box retailer, Doug McMillon, had this to say about his company:</p><blockquote>The increasing levels of food and fuel inflation are affecting how consumers spend, and while we’ve made good progress clearing hardline categories, apparel in Walmart U.S. is requiring more markdown dollars. We’re now anticipating more pressure on general merchandise in the back half; however, we’re encouraged by the start we’re seeing on school supplies.</blockquote><p>Here’s why the above assessment is problematic for Macy’s and its ilk. Essentially, Walmart is saying that consumers are spending money on the essentials, such as education-related products. However, when it comes to discretionary items like apparel, Walmart is having trouble offloading them.</p><p>Likely, this matter will be even more challenging for Macy’s, which usually deals with higher-end discretionary goods. Therefore, M is one of the worst stocks to buy in a recession.</p><p><b>Ruth’s Hospitality Group (RUTH)</b></p><p>Back when the Covid-19 crisis initially capsized the U.S. economy, <b>Ruth’s Hospitality Group</b>(NASDAQ:<b><u>RUTH</u></b>) – which owns Ruth’s Chris Steak House – suffered a catastrophic drop. With the pandemic forcing government agencies to temporarily shut down non-essential businesses, premium-level restaurateurs faced enormous competition.</p><p>Part of the allure of going to a fancy restaurant is the social experience. Therefore, when various jurisdictions relaxed Covid protocols, RUTH rebounded. However, as inflation rises and economic anxieties mount, investors are starting to have a dim view on the company. Since the start of the year, RUTH is down nearly 9%.</p><p>While it’s difficult to say with absolute certainty that RUTH is one of the worst stocks to buy in a recession, some evidence suggests that the eateries sector will experience a“trade-down market” effect. Basically, consumers will spend down a level or two, making the higher-priced restaurants struggle.</p><p><b>Stocks to Avoid in a Recession: Lindblad Expeditions (LIND)</b></p><p>Specializing in unique vacation experiences, <b>Lindblad Expeditions</b>(NASDAQ:<b><u>LIND</u></b>) facilitates trips to Antarctica and other extreme bucket list destinations. However, with money getting tight, LIND may be one of the worst stocks to buy in a recession.</p><p>Indeed, there’s an argument to be made that Lindblad is a value trap. Sure, LIND may be down more than 45% YTD, initially attracting discount divers to the mix. In addition, certain financial performance metrics – such as growth in the first quarter of this year being nearly 38x – seemingly justify the positive speculation.</p><p>However, Q1’s extraordinary year-over-year growth rate only happened because in the year-ago quarter, sales were only $1.8 million. Further, on a trailing-12-month basis, the revenue tally of $213.2 million is significantly below the run rate seen in 2018 and 2019, which averaged $326.4 million.</p><p>Should economic challenges rise, the expenses associated with Lindblad-facilitated vacations will probably be too much for most consumers to handle.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks to Avoid in a Recession</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\">\n7 Stocks to Avoid in a Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/stocks-to-avoid-in-a-recession/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While economic downturns bring opportunities for discount divers, it might be better to avoid these stocks in a recession.Toll Brothers(TOL): Since big-ticket items are usually out of the question ...</p>\n\n<a href=\"https://investorplace.com/2022/08/stocks-to-avoid-in-a-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M":"梅西百货","TOL":"托尔兄弟","VRM":"Vroom, Inc.","LIND":"Lindblad Expeditions Holdings Inc","RUTH":"鲁斯集团","SIG":"西格内特珠宝","Z":"Zillow"},"source_url":"https://investorplace.com/2022/08/stocks-to-avoid-in-a-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179326728","content_text":"While economic downturns bring opportunities for discount divers, it might be better to avoid these stocks in a recession.Toll Brothers(TOL): Since big-ticket items are usually out of the question during recessions, homebuilding firm Toll Brothers would be incredibly suspect.Zillow(Z,ZG): With rising interest rates pressuring would-be homebuyers, now’s not the time to consider Zillow.Vroom(VRM): Although cars represent a necessity, Vroom’s premium on its delivery services makes VRM one of the worst stocks to buy in a recession.Signet Jewelers(SIG): With some evidence correlating economic downturns with reduced marriages, Signet Jewelers may be one of the worst stocks to buy in a recession.Macy’s(M): As inflation forces households to focus their spending on the essentials, department store giant Macy’s faces an uphill battle.Ruth’s Hospitality Group(RUTH): Economic downturns pose huge challenges for premium restaurants, hurting prospects for Ruth’s Hospitality Group.Lindblad Expeditions(LIND): With money tight during a recession, fewer people will seek exotic vacations, thus challenging Lindblad Expeditions.With recent indicators suggesting that the U.S. is in the middle of a downturn, interest regarding stocks to avoid in a recession has naturally picked up. Though contrarianism is an exciting concept, in many cases, it’s better not to fight the tape. Here, large-scale fundamentals along with common sense are your best friends.During the second quarter, the U.S. economy shrank by 0.9%, representing the second consecutive quarter where the economy has contracted. During Q1, the gross domestic product decreased at an annualized rate of 1.6%. Interestingly, while many analysts regard two quarters of back-to-back red ink as a recessionary slump, it’s not an official definition. Nevertheless, investors need to pay attention to the worst stocks to buy in a recession.While the non-profit, non-partisan National Bureau of Economic Research will make the official determination of a recession, investors shouldn’t wait for such confirmation. Instead, it’s best to think about protecting your portfolio right now. To help strategize your next moves, take some pieces off the board by being cognizant of the worst stocks to buy in a recession.Stocks to Avoid in a Recession: Toll Brothers (TOL)One of the easiest names to identify as a stock to avoid in a recession is homebuilding specialist Toll Brothers(NYSE:TOL). While people with means saw real estate as an intuitive opportunity last year during a monetary ecosystem of low interest rates, this year, the Federal Reserve’s commitment to attacking inflation with raised borrowing costs bodes poorly for TOL and similar investments.The cancellation rate among homebuilders reach 14.5% in June, implying a growing number of people concerned about higher interest rates and the impact they could have on economic viability. As if that news wasn’t bad enough, pending home sales slipped 20%in June versus a year earlier as soaring mortgage rates began taking a toll on Toll Brothers.While shares have moved up slightly in the trailing month, the momentum could be largely based on misguided contrarian trading. Fundamentally, higher borrowing costs don’t provide a favorable backdrop for homebuilders, making TOL one of the worst stocks to buy in a recession.Zillow (Z, ZG)Although one of the beneficiaries of the initial dynamics associated with Covid-19, Zillow(NASDAQ:Z, NASDAQ:ZG) – a technology-driven real estate marketplace firm – is now an embattled organization. On a year-to-date basis, shares of the company’s Class C stock slipped 45%. Zillow’s Class A shares didn’t fare much better, down over 43% during the same period.As with Toll Brothers above, the headwinds of higher interest rates and concerns about underlying economic stability represent major distractions for Zillow. Recently, the Federal Reserve lifted the benchmark interest rate by 75 basis points, essentially exacerbating the affordability crisis for prospective homebuyers. In addition, sellers who rushed into the arena may be stubborn about lowering prices, considering that they heard so many stories about buyers bidding up prices well above asking last year.In addition, the increasing number of layoffs– especially in the tech sector – suggests that even folks who have the money to participate in real estate are going to back off. If the economy stumbles, there will be better discounts to be had. Thus, Zillow is one of the worst stocks to buy in a recession.Stocks to Avoid in a Recession: Vroom (VRM)During any period of economic pressure, purchases toward big-ticket items – homes, cars, boats – are incredibly suspect for obvious reasons. With money harder to come by during deflationary cycles, it’s irresponsible to open your wallet to an unnecessary magnitude. Therefore, this dynamic hurts the case for online used-car retailer Vroom(NASDAQ:VRM).On the other hand, people need cars. According to data cited by the World Economic Forum,76% of American commuters use their personal vehicles to move between home and work, making it the most popular mode of transportation in the U.S. By logical deduction, if the majority of employers recall their workers back to the office, demand for car wills likely increase.Therefore, I see both sides of the issue when it comes to the used-car segment. However, VRM is probably one of the worst stocks to buy in a recession because the underlying company must charge a premium for the convenience of delivery services. It’s one cost structure that traditional dealerships don’t have to bother with, making Vroom unfortunately uncompetitive.Signet Jewelers (SIG)Emblematic of the human desire for connection and socialization,Signet Jewelers(NYSE:SIG) may be an ideal choice for investors when underlying circumstances are bullish. Billed as the world’s largest retailer of diamond jewelry, Signet operates under various brands, like Kay Jewelers, Zales and Jared. When people feel good about their finances, they may be more inclined to pop the question to their future life partners.But what happens when economic circumstances sour? It’s a complicated issue. Some evidence indicates that as recessions materialize, both divorces and marriage proposals decline, eventually rising when the good times return. However, when it comes to divorces, recessions can both increase breakups due to rising stress and reduce them through exacerbating cost barriers.Again, it’s a complicated backdrop. But in my estimation, recessions aren’t great for family planning-related endeavors. Therefore, I would have to peg SIG as one of the worst stocks to buy in a recession.Stocks to Avoid in a Recession: Macy’s (M)Based on the available evidence, department store icon Macy’s(NYSE:M) is sadly one of the worst stocks to buy in a recession. Perhaps the best insight as to why comes from Walmart(NYSE:WMT). Recently, the CEO of the big-box retailer, Doug McMillon, had this to say about his company:The increasing levels of food and fuel inflation are affecting how consumers spend, and while we’ve made good progress clearing hardline categories, apparel in Walmart U.S. is requiring more markdown dollars. We’re now anticipating more pressure on general merchandise in the back half; however, we’re encouraged by the start we’re seeing on school supplies.Here’s why the above assessment is problematic for Macy’s and its ilk. Essentially, Walmart is saying that consumers are spending money on the essentials, such as education-related products. However, when it comes to discretionary items like apparel, Walmart is having trouble offloading them.Likely, this matter will be even more challenging for Macy’s, which usually deals with higher-end discretionary goods. Therefore, M is one of the worst stocks to buy in a recession.Ruth’s Hospitality Group (RUTH)Back when the Covid-19 crisis initially capsized the U.S. economy, Ruth’s Hospitality Group(NASDAQ:RUTH) – which owns Ruth’s Chris Steak House – suffered a catastrophic drop. With the pandemic forcing government agencies to temporarily shut down non-essential businesses, premium-level restaurateurs faced enormous competition.Part of the allure of going to a fancy restaurant is the social experience. Therefore, when various jurisdictions relaxed Covid protocols, RUTH rebounded. However, as inflation rises and economic anxieties mount, investors are starting to have a dim view on the company. Since the start of the year, RUTH is down nearly 9%.While it’s difficult to say with absolute certainty that RUTH is one of the worst stocks to buy in a recession, some evidence suggests that the eateries sector will experience a“trade-down market” effect. Basically, consumers will spend down a level or two, making the higher-priced restaurants struggle.Stocks to Avoid in a Recession: Lindblad Expeditions (LIND)Specializing in unique vacation experiences, Lindblad Expeditions(NASDAQ:LIND) facilitates trips to Antarctica and other extreme bucket list destinations. However, with money getting tight, LIND may be one of the worst stocks to buy in a recession.Indeed, there’s an argument to be made that Lindblad is a value trap. Sure, LIND may be down more than 45% YTD, initially attracting discount divers to the mix. In addition, certain financial performance metrics – such as growth in the first quarter of this year being nearly 38x – seemingly justify the positive speculation.However, Q1’s extraordinary year-over-year growth rate only happened because in the year-ago quarter, sales were only $1.8 million. Further, on a trailing-12-month basis, the revenue tally of $213.2 million is significantly below the run rate seen in 2018 and 2019, which averaged $326.4 million.Should economic challenges rise, the expenses associated with Lindblad-facilitated vacations will probably be too much for most consumers to handle.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904984939,"gmtCreate":1659974919422,"gmtModify":1703476551676,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Comfort]&nbsp;","listText":"[Comfort]&nbsp;","text":"[Comfort]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904984939","repostId":"1111364601","repostType":4,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905422442,"gmtCreate":1659927324788,"gmtModify":1703476081262,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Comfort]&nbsp;","listText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Comfort]&nbsp;","text":"[Call] [Call] [Call] [Call] [Call] [Comfort]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905422442","repostId":"2257743302","repostType":4,"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905138697,"gmtCreate":1659837241021,"gmtModify":1703766901557,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"To the moon&nbsp;","listText":"To the moon&nbsp;","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905138697","repostId":"1153380051","repostType":4,"repost":{"id":"1153380051","kind":"news","pubTimestamp":1659834939,"share":"https://ttm.financial/m/news/1153380051?lang=&edition=fundamental","pubTime":"2022-08-07 09:15","market":"us","language":"en","title":"TSLA Stock News: 5 Biggest Headlines That Tesla Investors Need to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1153380051","media":"InvestorPlace","summary":"Tesla's(TSLA) highly awaited shareholder meeting is in the books.Investors voted to approve the prop","content":"<html><head></head><body><ul><li><b>Tesla&#39;s</b>(<b><u>TSLA</u></b>) highly awaited shareholder meeting is in the books.</li><li>Investors voted to approve the proposed 3-for-1 TSLA stock split.</li><li>But that isn&#39;t the only good news the company has reported this week.</li></ul><p><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) stock is poised to end the week in the red after some exciting gains. Fans and investors alike were eagerly awaiting the shareholder meeting, rebranded as the Cyber Roundup. This meeting brought the updates that Wall Street had been waiting for weeks; the 3-for-1 stock split has been approved by Tesla’s shareholders. Elon Musk also discussed other aspects of Tesla’s business, such as the long-awaited Cyber Truck. On top of it, the company is ramping up production at its gigafactories in Berlin and Austin, Texas despite the recent shutdowns. Musk also hinted that the company might be able to announce another factory location later this year,” though he provided no further details.</p><p>Despite the positive news regarding the stock split, TSLA stock is still falling today as the momentum that carried it through this week dies down. However, it will likely pick back up in the weeks ahead as anticipation mounts for the Tesla stock split. Musk did not reveal a date for the split but until he does, TSLA stock will have a looming growth catalyst to push it upward. The shareholder vote isn’t the only good news for Tesla investors, though.</p><p>Let’s take a look at this week’s top Tesla stories that investors should be reading.</p><p><b>Top Headlines for TSLA Stock Investors</b></p><p><b>1. </b><b><i>Tesla’s 3:1 Stock Split Wins Shareholder Approval — Here’s What It Means For Investors</i></b></p><p>As noted, the motion to split TSLA stock again received the approval it needed from shareholders. Few experts expressed any doubts that the motion would pass. However, not that it is confirmed, Tesla investors have something important to look forward to. A stock split does not change anything fundamentally about a company,” notes<i>InvestorPlace</i>assistant news writer Eddie Pan. “Still, retail investors maybe more inclined to buy whole shares at lower prices.” That logic carried TSLA stock to impressive gains leading up to its 2020 stock split. Now it looks primed to embark on a similar growth trajectory.</p><p><b>2. </b><b><i>Elon Musk Says Inflation Will Fall. That Bet Has Helped Tesla’s Stock Soar 45% Since June</i></b></p><p>The stock split isn’t the only noteworthy event from the Cyber Rodeo. Musk stated that he felt peak inflation had passed but predicted a “mild recession,” which could last as long as 18 months. “The trend is down, which suggests we are past peak inflation,” Musk stated at the event at Tesla’s Austin, Texas gigafactory. “I think inflation is going to drop rapidly at some point in the future.” This bet essentially assumes that the Federal Reserve will ease the trend of severe interest rate hikes. While TSLA stock has been rising since June, inflation subsiding could also help it rise.</p><p><b>3. </b><b><i>Tesla Model Y is on track to be the world’s best-selling car</i></b></p><p>It’s well known that Tesla’s Model Y is the world’s best-selling electric vehicle (EV). But according to Musk, it may soon have an even more impressive and important statistic to report. As <i>Electrek</i> reports, “the electric SUV is going to be the best-selling vehicle in the world by revenue this year, and the company expects that it will be the best-selling vehicle by volume next year once Tesla has ramped up production at Gigafactory Texas and Gigafactory Berlin.” To obtain the title of the world’s best-selling car, Tesla would have to unseat the Toyota Corolla, which currently boasts1,150,000 sales.</p><p><b>4. </b><b><i>Tesla’s Cybertruck is going to be more expensive than originally planned</i></b></p><p>Both investors and auto buffs have been waiting patiently for the Tesla Cybertruck to hit the road. The Cyber Roundup brought an update but it may not be one that prospective buyers were hoping for. Musk informed viewers that the futuristic vehicle would no longer be priced at $39,900 when it debuts in 2023. He still promises it will be “one hell of a product” but did not provide an exact figure for what buyers can expect to pay for their Cybertrucks. It is unclear how much this update will affect sales when Tesla’s answer to the modern pickup truck finally takes to the roads.</p><p><b>5. </b><b><i>Electric Cars’ Surging Prices Mean Fewer Buyers Can Use Tax Credit</i></b></p><p>Last week, Tesla got some good news when an environmental protection bill received unexpected support from the U.S. Senate. The bill included an EV tax credit that stood to benefit companies like Tesla. However, some experts are speculating that the rising EV prices mean fewer consumers will be buying EVs in the near future, thereby rendering the tax credit less effective for stocks like TSLA. Executive Analyst Michelle Krebs of Cox Automotive states, regarding EV markers: “To proliferate EVs, they need to cost less and be accessible to more consumers, either by price and/or incentives. In the future, automakers are promising less expensive EVs.”</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Stock News: 5 Biggest Headlines That Tesla Investors Need 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\">\nTSLA Stock News: 5 Biggest Headlines That Tesla Investors Need to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 09:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/tsla-stock-news-5-biggest-headlines-that-tesla-investors-need-to-know-this-week-8/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's(TSLA) highly awaited shareholder meeting is in the books.Investors voted to approve the proposed 3-for-1 TSLA stock split.But that isn't the only good news the company has reported this week....</p>\n\n<a href=\"https://investorplace.com/2022/08/tsla-stock-news-5-biggest-headlines-that-tesla-investors-need-to-know-this-week-8/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/08/tsla-stock-news-5-biggest-headlines-that-tesla-investors-need-to-know-this-week-8/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153380051","content_text":"Tesla's(TSLA) highly awaited shareholder meeting is in the books.Investors voted to approve the proposed 3-for-1 TSLA stock split.But that isn't the only good news the company has reported this week.Tesla(NASDAQ:TSLA) stock is poised to end the week in the red after some exciting gains. Fans and investors alike were eagerly awaiting the shareholder meeting, rebranded as the Cyber Roundup. This meeting brought the updates that Wall Street had been waiting for weeks; the 3-for-1 stock split has been approved by Tesla’s shareholders. Elon Musk also discussed other aspects of Tesla’s business, such as the long-awaited Cyber Truck. On top of it, the company is ramping up production at its gigafactories in Berlin and Austin, Texas despite the recent shutdowns. Musk also hinted that the company might be able to announce another factory location later this year,” though he provided no further details.Despite the positive news regarding the stock split, TSLA stock is still falling today as the momentum that carried it through this week dies down. However, it will likely pick back up in the weeks ahead as anticipation mounts for the Tesla stock split. Musk did not reveal a date for the split but until he does, TSLA stock will have a looming growth catalyst to push it upward. The shareholder vote isn’t the only good news for Tesla investors, though.Let’s take a look at this week’s top Tesla stories that investors should be reading.Top Headlines for TSLA Stock Investors1. Tesla’s 3:1 Stock Split Wins Shareholder Approval — Here’s What It Means For InvestorsAs noted, the motion to split TSLA stock again received the approval it needed from shareholders. Few experts expressed any doubts that the motion would pass. However, not that it is confirmed, Tesla investors have something important to look forward to. A stock split does not change anything fundamentally about a company,” notesInvestorPlaceassistant news writer Eddie Pan. “Still, retail investors maybe more inclined to buy whole shares at lower prices.” That logic carried TSLA stock to impressive gains leading up to its 2020 stock split. Now it looks primed to embark on a similar growth trajectory.2. Elon Musk Says Inflation Will Fall. That Bet Has Helped Tesla’s Stock Soar 45% Since JuneThe stock split isn’t the only noteworthy event from the Cyber Rodeo. Musk stated that he felt peak inflation had passed but predicted a “mild recession,” which could last as long as 18 months. “The trend is down, which suggests we are past peak inflation,” Musk stated at the event at Tesla’s Austin, Texas gigafactory. “I think inflation is going to drop rapidly at some point in the future.” This bet essentially assumes that the Federal Reserve will ease the trend of severe interest rate hikes. While TSLA stock has been rising since June, inflation subsiding could also help it rise.3. Tesla Model Y is on track to be the world’s best-selling carIt’s well known that Tesla’s Model Y is the world’s best-selling electric vehicle (EV). But according to Musk, it may soon have an even more impressive and important statistic to report. As Electrek reports, “the electric SUV is going to be the best-selling vehicle in the world by revenue this year, and the company expects that it will be the best-selling vehicle by volume next year once Tesla has ramped up production at Gigafactory Texas and Gigafactory Berlin.” To obtain the title of the world’s best-selling car, Tesla would have to unseat the Toyota Corolla, which currently boasts1,150,000 sales.4. Tesla’s Cybertruck is going to be more expensive than originally plannedBoth investors and auto buffs have been waiting patiently for the Tesla Cybertruck to hit the road. The Cyber Roundup brought an update but it may not be one that prospective buyers were hoping for. Musk informed viewers that the futuristic vehicle would no longer be priced at $39,900 when it debuts in 2023. He still promises it will be “one hell of a product” but did not provide an exact figure for what buyers can expect to pay for their Cybertrucks. It is unclear how much this update will affect sales when Tesla’s answer to the modern pickup truck finally takes to the roads.5. Electric Cars’ Surging Prices Mean Fewer Buyers Can Use Tax CreditLast week, Tesla got some good news when an environmental protection bill received unexpected support from the U.S. Senate. The bill included an EV tax credit that stood to benefit companies like Tesla. However, some experts are speculating that the rising EV prices mean fewer consumers will be buying EVs in the near future, thereby rendering the tax credit less effective for stocks like TSLA. Executive Analyst Michelle Krebs of Cox Automotive states, regarding EV markers: “To proliferate EVs, they need to cost less and be accessible to more consumers, either by price and/or incentives. In the future, automakers are promising less expensive EVs.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905138847,"gmtCreate":1659837214191,"gmtModify":1703766901395,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905138847","repostId":"1162375126","repostType":4,"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905138081,"gmtCreate":1659837182845,"gmtModify":1703766900748,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","listText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","text":"[Call] [Call] [Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905138081","repostId":"2257755122","repostType":4,"repost":{"id":"2257755122","kind":"highlight","pubTimestamp":1659950825,"share":"https://ttm.financial/m/news/2257755122?lang=&edition=fundamental","pubTime":"2022-08-08 17:27","market":"us","language":"en","title":"Better Buy: iShares S&P Core 500 Small Cap ETF or Vanguard S&P 500 ETF?","url":"https://stock-news.laohu8.com/highlight/detail?id=2257755122","media":"Motley Fool","summary":"Would you be better off with a small-cap ETF or a large-cap ETF in your portfolio?","content":"<html><head></head><body><p>It&#39;s a good idea to include exchange-traded funds (ETFs) in your investment portfolio, but with close to 3,000 to choose from in the U.S. alone, how can you decide which ones are best for you? The answer will generally depend on your circumstances, strategy, and investing philosophy, but one good way to start narrowing down your list is to compare their features and performance metrics.</p><h2>The large-cap index ETF</h2><p>The <b>Vanguard S&amp;P 500 ETF</b> is one of the largest ETFs on the market, and it&#39;s a quintessential index fund. It tracks the <b>S&amp;P 500</b>, which includes 500 of the largest U.S. companies by market cap. Its portfolio includes most major sectors and industries, and its long-term returns should reflect overall economic activity. When people talk about &#34;the market&#34; being up or down, they&#39;re generally talking about this index.</p><p>The Vanguard S&amp;P 500 ETF offers all the key benefits of index investing. Diversification dilutes the impact of company-specific issues and it limits volatility. Index investors will never enjoy the monster upside that a portfolio with a heavy concentration of a few growth stocks can conceivably deliver, but buying and holding index funds for the long haul is a simple strategy with a great track record.</p><p>The Vanguard S&amp;P 500 ETF also provides that market-matching performance with a 0.03% expense ratio, which is as low as they come. Investors are paying fees of just $3 a year for every $10,000 they have in the ETF. Its holdings include a host of dividend payers, and the fund currently has a 1.5% yield. With extremely high trading volumes, the ETF is also among the most liquid investments out there.</p><p>This ETF doesn&#39;t do anything fancy, but it&#39;s extremely efficient. That&#39;s why it&#39;s so popular as a foundational piece for many investors&#39; portfolios.</p><h2>The small-cap index ETF</h2><p>The <b><a href=\"https://laohu8.com/S/EMDI\">iShares</a> Core S&amp;P Small-Cap ETF</b> has been one of the most popular funds among investors over the past month. It holds a market-cap-weighted portfolio of 600 small-cap stocks that are selected by S&amp;P. The selection methodology puts all of the obligations on a third party, so the fund&#39;s passive approach keeps its expenses low. Investors should be pleased with the fund&#39;s 0.06% expense ratio. Management fees can add up for investors over the long term, sapping your returns, but that&#39;s not a concern here.</p><p>Small-cap investing comes with a unique blend of pros and cons. Many small-caps are young corporations or companies with niche focuses. As a result, the <b>S&amp;P SmallCap 600 Index</b> is relatively more exposed to unstable, uncertain, and unprofitable companies, but many of them have enormous growth potential. <b>Amazon</b> and <b>Tesla</b> are now among the most valuable enterprises in the world, but they were once small caps.</p><p>As a whole, small caps tend to be more volatile than large caps, enduring bigger losses during broad market downturns, and proving more sensitive to company-specific bad news. However, many studies have shown that small-cap portfolios outperform the market over the long term. Of course, relative performance depends on the specific time frame in question -- there have been long periods during which the biggest stocks triumphed.</p><p>It&#39;s fair to expect the iShares Core S&amp;P Small-Cap ETF to exhibit relatively high volatility over the long term, but investors should weigh its key performance metrics next to those of other small-cap investments, such as the <b>Russell 2000.</b> The iShares Core S&amp;P Small-Cap ETF&#39;s beta is below 1.0, which suggests relatively low volatility. It&#39;s also very similar to the S&amp;P 500 in terms of forward price-to-earnings and price-to-book ratios, and dividend yield. At this moment, don&#39;t expect it to deliver performance that varies drastically from the market.</p><h2>The better buy</h2><p>Neither of these funds is inherently superior to the other, but they deliver different qualities to a portfolio. While they track different indexes, their passive methodologies are similar. These ETFs are also similar in expense ratio, liquidity, dividend yield, and valuation. Depending on your needs, either could be preferable.</p><p>For most investors, the Vanguard S&amp;P 500 ETF should be a higher priority. That&#39;s especially true if you use it as a base to support a handful of high-conviction individual stock holdings. If you&#39;re looking for a higher-upside index investment and you can withstand more volatility, then the iShares S&amp;P Small Cap ETF is a better option.</p><p>The small-cap index is likely to deliver better short-term results if we&#39;ve hit a market bottom and a few months of gains are about to hit the stock market. If the market continues to slide due to recession fears and rising interest rates, then the small-cap index will probably fare worse than the large-cap index.</p><p>If you still can&#39;t choose, consider buying both. They can be great complementary pieces in a portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: iShares S&P Core 500 Small Cap ETF or Vanguard S&P 500 ETF?</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\">\nBetter Buy: iShares S&P Core 500 Small Cap ETF or Vanguard S&P 500 ETF?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 17:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/06/better-buy-ijr-or-voo/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a good idea to include exchange-traded funds (ETFs) in your investment portfolio, but with close to 3,000 to choose from in the U.S. alone, how can you decide which ones are best for you? The ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/06/better-buy-ijr-or-voo/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOO":"Vanguard标普500ETF","IJR":"标普小型股600指数ETF-iShares"},"source_url":"https://www.fool.com/investing/2022/08/06/better-buy-ijr-or-voo/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257755122","content_text":"It's a good idea to include exchange-traded funds (ETFs) in your investment portfolio, but with close to 3,000 to choose from in the U.S. alone, how can you decide which ones are best for you? The answer will generally depend on your circumstances, strategy, and investing philosophy, but one good way to start narrowing down your list is to compare their features and performance metrics.The large-cap index ETFThe Vanguard S&P 500 ETF is one of the largest ETFs on the market, and it's a quintessential index fund. It tracks the S&P 500, which includes 500 of the largest U.S. companies by market cap. Its portfolio includes most major sectors and industries, and its long-term returns should reflect overall economic activity. When people talk about \"the market\" being up or down, they're generally talking about this index.The Vanguard S&P 500 ETF offers all the key benefits of index investing. Diversification dilutes the impact of company-specific issues and it limits volatility. Index investors will never enjoy the monster upside that a portfolio with a heavy concentration of a few growth stocks can conceivably deliver, but buying and holding index funds for the long haul is a simple strategy with a great track record.The Vanguard S&P 500 ETF also provides that market-matching performance with a 0.03% expense ratio, which is as low as they come. Investors are paying fees of just $3 a year for every $10,000 they have in the ETF. Its holdings include a host of dividend payers, and the fund currently has a 1.5% yield. With extremely high trading volumes, the ETF is also among the most liquid investments out there.This ETF doesn't do anything fancy, but it's extremely efficient. That's why it's so popular as a foundational piece for many investors' portfolios.The small-cap index ETFThe iShares Core S&P Small-Cap ETF has been one of the most popular funds among investors over the past month. It holds a market-cap-weighted portfolio of 600 small-cap stocks that are selected by S&P. The selection methodology puts all of the obligations on a third party, so the fund's passive approach keeps its expenses low. Investors should be pleased with the fund's 0.06% expense ratio. Management fees can add up for investors over the long term, sapping your returns, but that's not a concern here.Small-cap investing comes with a unique blend of pros and cons. Many small-caps are young corporations or companies with niche focuses. As a result, the S&P SmallCap 600 Index is relatively more exposed to unstable, uncertain, and unprofitable companies, but many of them have enormous growth potential. Amazon and Tesla are now among the most valuable enterprises in the world, but they were once small caps.As a whole, small caps tend to be more volatile than large caps, enduring bigger losses during broad market downturns, and proving more sensitive to company-specific bad news. However, many studies have shown that small-cap portfolios outperform the market over the long term. Of course, relative performance depends on the specific time frame in question -- there have been long periods during which the biggest stocks triumphed.It's fair to expect the iShares Core S&P Small-Cap ETF to exhibit relatively high volatility over the long term, but investors should weigh its key performance metrics next to those of other small-cap investments, such as the Russell 2000. The iShares Core S&P Small-Cap ETF's beta is below 1.0, which suggests relatively low volatility. It's also very similar to the S&P 500 in terms of forward price-to-earnings and price-to-book ratios, and dividend yield. At this moment, don't expect it to deliver performance that varies drastically from the market.The better buyNeither of these funds is inherently superior to the other, but they deliver different qualities to a portfolio. While they track different indexes, their passive methodologies are similar. These ETFs are also similar in expense ratio, liquidity, dividend yield, and valuation. Depending on your needs, either could be preferable.For most investors, the Vanguard S&P 500 ETF should be a higher priority. That's especially true if you use it as a base to support a handful of high-conviction individual stock holdings. If you're looking for a higher-upside index investment and you can withstand more volatility, then the iShares S&P Small Cap ETF is a better option.The small-cap index is likely to deliver better short-term results if we've hit a market bottom and a few months of gains are about to hit the stock market. If the market continues to slide due to recession fears and rising interest rates, then the small-cap index will probably fare worse than the large-cap index.If you still can't choose, consider buying both. They can be great complementary pieces in a portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905131642,"gmtCreate":1659837158888,"gmtModify":1703766899934,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","listText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","text":"[Call] [Call] [Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905131642","repostId":"1190917927","repostType":4,"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906084718,"gmtCreate":1659454984136,"gmtModify":1705980532382,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","listText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","text":"[Call] [Call] [Call] [Call] [Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906084718","repostId":"1188690484","repostType":4,"repost":{"id":"1188690484","kind":"news","pubTimestamp":1659454673,"share":"https://ttm.financial/m/news/1188690484?lang=&edition=fundamental","pubTime":"2022-08-02 23:37","market":"us","language":"en","title":"Alibaba: Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1188690484","media":"Seeking Alpha","summary":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has grown at a 5-year CAGR of more than 42%, but the company&#39;s stock is trading at a PE of about x17.</li><li>The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.</li><li>Personally, I see more than 50% upside for BABA stock, as I calculate the company&#39;s fair value with a residual earnings model.</li></ul><p><b>Thesis</b></p><p>I am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett&#39;s key maxims:</p><blockquote>Be greedy when others are fearful.</blockquote><p>Alibaba has grown at a 5-year CAGR of more than 42%, but the company&#39;s stock is trading at a PE of about x17. This indicates a clear undervaluation.</p><p>Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.</p><p>Personally, I see more than 50% upside for BABA stock, as I calculate the company&#39;s fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.</p><p><b>A Best-In-Class Company</b></p><p>Alibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).</p><p>Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world&#39;s biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.</p><p>Moreover, Alibaba is a dominant force in China&#39;s cloud market with about37% market share. China&#39;s cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party&#39;s5-year development plan.</p><p><b>Bullish Financials</b></p><p>In the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.</p><p>Alibaba&#39;sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company&#39;s market capitalization. Moreover, Alibaba&#39;s business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.</p><p>Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.</p><p><b>The Buying Opportunity</b></p><p>Despite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.</p><p><img src=\"https://static.tigerbbs.com/c01e6eab7204bcc90b5af9aa0d87ac85\" tg-width=\"640\" tg-height=\"232\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Alibaba is a quality company, and the stock&#39;s undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?</p><p>I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba&#39;s extremely depressed valuation - now the company&#39;s stock is trading at a PE of about x17- I argue an investment is justified.</p><p>Moreover, there are signs that all of Alibaba&#39;s headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.</p><p>In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.</p><p>Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.</p><p><img src=\"https://static.tigerbbs.com/8fa3c940aeeed4780c87b1ca71bdb180\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Residual Earnings Valuation</b></p><p>Let us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:</p><ul><li>To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal &#39;till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.</li><li>To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock&#39;s beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company&#39;s idiosyncratic market risk.</li><li>To derive Baidu&#39;s tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.</li><li>For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba&#39;s high-potential initiatives</li><li>I do not model any share buyback further supporting a conservative valuation.</li></ul><p>Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.</p><p><img src=\"https://static.tigerbbs.com/b7cb860aca7fa48ef2afe7e265d3effa\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p>I understand that investors might have different assumptions with regards to Alibaba&#39;s required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!</p><p><img src=\"https://static.tigerbbs.com/62ba3323a1f09e75477921298d84cbf8\" tg-width=\"640\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p><b>Investment Risks</b></p><p>Investors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:</p><p>First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba&#39;s short/mid-term business monetization accordingly.</p><p>Secondly, China&#39;s internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.</p><p>Third, much of BABA&#39;s share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company&#39;s business fundamentals remain unchanged.</p><p><b>Conclusion</b></p><p>Alibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba&#39;s sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.</p><p>Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.</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>Alibaba: Be Greedy When Others Are Fearful</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188690484","content_text":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model.ThesisI am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett's key maxims:Be greedy when others are fearful.Alibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17. This indicates a clear undervaluation.Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.A Best-In-Class CompanyAlibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world's biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.Moreover, Alibaba is a dominant force in China's cloud market with about37% market share. China's cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party's5-year development plan.Bullish FinancialsIn the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.Alibaba'sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company's market capitalization. Moreover, Alibaba's business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.The Buying OpportunityDespite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.Seeking AlphaAlibaba is a quality company, and the stock's undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba's extremely depressed valuation - now the company's stock is trading at a PE of about x17- I argue an investment is justified.Moreover, there are signs that all of Alibaba's headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.Seeking AlphaResidual Earnings ValuationLet us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal 'till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock's beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company's idiosyncratic market risk.To derive Baidu's tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba's high-potential initiativesI do not model any share buyback further supporting a conservative valuation.Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.Analyst Consensus EPS; Author's CalculationI understand that investors might have different assumptions with regards to Alibaba's required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!Analyst Consensus EPS; Author's CalculationInvestment RisksInvestors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba's short/mid-term business monetization accordingly.Secondly, China's internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.Third, much of BABA's share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company's business fundamentals remain unchanged.ConclusionAlibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba's sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908639265,"gmtCreate":1659369345057,"gmtModify":1705979611905,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","listText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","text":"[Call] [Call] [Call] [Call] [Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908639265","repostId":"1187354053","repostType":2,"repost":{"id":"1187354053","kind":"news","pubTimestamp":1659325291,"share":"https://ttm.financial/m/news/1187354053?lang=&edition=fundamental","pubTime":"2022-08-01 11:41","market":"sg","language":"en","title":"CGS-CIMB Initiates \"Add\" on Grab With TP of US$3.60","url":"https://stock-news.laohu8.com/highlight/detail?id=1187354053","media":"The Edge Singapore","summary":"CGS-CIMB Research analysts Ong Khang Chuen and Kenneth Tan have initiated coverage on Grab with an “","content":"<html><head></head><body><p>CGS-CIMB Research analysts Ong Khang Chuen and Kenneth Tan have initiated coverage on Grab with an “add” rating and sum of the parts-based target price of US$3.60 ($4.97).</p><p>The analysts&#39; valuations include US$1.60 per share for the on-demand services (deliveries and mobility), 50 US cents per share for the financial services segment and 40 US cents per share for the enterprise and new initiatives segment. The target price implies 4.9x FY2023 P/adjusted sales.</p><p>“We like Grab for its strong regional presence with market leadership across its key segments and its superapp strategy to tap on rapid Southeast Asia digitalisation which could open up further potential growth in total addressable market through new segments.</p><p>“We believe that at its current valuation of 5.4x FY2023 EV/sales, investors have yet to fully appreciate the easing competition in Southeast Asia, which could accelerate the path to profitability for Grab,” they added.</p><p>In their July 29 report, the analysts highlighted that the global market weakness has impacted valuations of both public and private companies. As cheap financing is no longer easily accessible, new economy players have to chart a path to profitability.</p><p>“We have observed a visible shift in strategy for new economy players to balance growth and profitability. Our channel checks indicate easing competition across key segments, especially the ones in Grab is operating,”</p><p>In mobility, for example, the analysts observed higher ride-hailing fares across markets YTD — in 2QFY2022, fares are up 22%-42% y-o-y in Singapore, while promotional levels reduced meaningfully. There is also lower discounting in food delivery, especially in Indonesia since 1QFY2022.</p><p>Grab is expected to report its 2QFY2022 results mid this month. Overall, CGS-CIMB forecast Grab to report robust GMV of US$5.1 billion (6% increase q-o-q and 31.3% increase y-o-y), with its mobility segment especially benefitting from the reopening of regional economies.</p><p>Amid easing competition, the analysts believe Grab is able to scale back on its incentive levels and continue to increase monetisation. Hence, they forecast revenue of US$281 million in 2QFY2022, a 23.2% growth q-o-q and 56.1% growth y-o-y.</p><p>“With better scale and easing competition, we expect adjusted EBITDA losses to further narrow on a q-o-q basis to US$241 million in 2QFY2022, though remain higher versus 2QFY2021,” they add.</p><p>Shares in Grab closed 2 US cents lower or 0.67% down on July 29 at US$2.95.</p></body></html>","source":"lsy1655096814160","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>CGS-CIMB Initiates \"Add\" on Grab With TP of US$3.60</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\">\nCGS-CIMB Initiates \"Add\" on Grab With TP of US$3.60\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-01 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/news/brokers-calls/cgs-cimb-initiates-add-grab-tp-us360><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CGS-CIMB Research analysts Ong Khang Chuen and Kenneth Tan have initiated coverage on Grab with an “add” rating and sum of the parts-based target price of US$3.60 ($4.97).The analysts' valuations ...</p>\n\n<a href=\"https://www.theedgesingapore.com/news/brokers-calls/cgs-cimb-initiates-add-grab-tp-us360\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://www.theedgesingapore.com/news/brokers-calls/cgs-cimb-initiates-add-grab-tp-us360","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187354053","content_text":"CGS-CIMB Research analysts Ong Khang Chuen and Kenneth Tan have initiated coverage on Grab with an “add” rating and sum of the parts-based target price of US$3.60 ($4.97).The analysts' valuations include US$1.60 per share for the on-demand services (deliveries and mobility), 50 US cents per share for the financial services segment and 40 US cents per share for the enterprise and new initiatives segment. The target price implies 4.9x FY2023 P/adjusted sales.“We like Grab for its strong regional presence with market leadership across its key segments and its superapp strategy to tap on rapid Southeast Asia digitalisation which could open up further potential growth in total addressable market through new segments.“We believe that at its current valuation of 5.4x FY2023 EV/sales, investors have yet to fully appreciate the easing competition in Southeast Asia, which could accelerate the path to profitability for Grab,” they added.In their July 29 report, the analysts highlighted that the global market weakness has impacted valuations of both public and private companies. As cheap financing is no longer easily accessible, new economy players have to chart a path to profitability.“We have observed a visible shift in strategy for new economy players to balance growth and profitability. Our channel checks indicate easing competition across key segments, especially the ones in Grab is operating,”In mobility, for example, the analysts observed higher ride-hailing fares across markets YTD — in 2QFY2022, fares are up 22%-42% y-o-y in Singapore, while promotional levels reduced meaningfully. There is also lower discounting in food delivery, especially in Indonesia since 1QFY2022.Grab is expected to report its 2QFY2022 results mid this month. Overall, CGS-CIMB forecast Grab to report robust GMV of US$5.1 billion (6% increase q-o-q and 31.3% increase y-o-y), with its mobility segment especially benefitting from the reopening of regional economies.Amid easing competition, the analysts believe Grab is able to scale back on its incentive levels and continue to increase monetisation. Hence, they forecast revenue of US$281 million in 2QFY2022, a 23.2% growth q-o-q and 56.1% growth y-o-y.“With better scale and easing competition, we expect adjusted EBITDA losses to further narrow on a q-o-q basis to US$241 million in 2QFY2022, though remain higher versus 2QFY2021,” they add.Shares in Grab closed 2 US cents lower or 0.67% down on July 29 at US$2.95.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908107562,"gmtCreate":1659330748256,"gmtModify":1676536288453,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","listText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","text":"[Call] [Call] [Call] [Call] [Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908107562","repostId":"2256011225","repostType":4,"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901542954,"gmtCreate":1659237238878,"gmtModify":1676536275679,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","listText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","text":"[Call] [Call] [Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901542954","repostId":"2254034642","repostType":4,"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901543068,"gmtCreate":1659236812454,"gmtModify":1676536275576,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","listText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","text":"[Call] [Call] [Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901543068","repostId":"1165172007","repostType":4,"repost":{"id":"1165172007","kind":"news","pubTimestamp":1659229304,"share":"https://ttm.financial/m/news/1165172007?lang=&edition=fundamental","pubTime":"2022-07-31 09:01","market":"hk","language":"en","title":"Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165172007","media":"seekingalpha","summary":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was struck by delisting fears again on July 29, as the US SEC added China&#39;s leading e-commerce player to its delisting list. As a result, BABA slumped.</li><li>However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.</li><li>We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.</li><li>Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.</li><li>Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p><b>Thesis</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1&#39;23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!</p><p>In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.</p><p>Consequently, since our June article, BABA has significantly underperformed the SPDR S&amp;P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY&#39;s 11.06% gain over the same period.</p><p>The market has leveraged the recent pessimism astutely over its delisting risks and China&#39;s increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!</p><p>Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are &#34;front-running&#34; the market in anticipation of robust buying support at the current levels to appear soon.</p><p><b>Delisting And GDP Growth Target Fears!</b></p><p>BABA slumped on July 29 as the US SEC added China&#39;s e-commerce behemoth to its delisting list, which stunned the market.</p><p>However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.</p><p>Citi&#39;s (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):</p><blockquote>We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron&#39;s</blockquote><p>Notwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):</p><blockquote>On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma&#39;s decision to give up his control over Ant Group. It&#39;s hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - Bloomberg</blockquote><p>Furthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China&#39;s highest decision-making body) meeting.</p><p>The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):</p><blockquote>China&#39;s top leadership gave a downbeat assessment of economic growth but didn&#39;t announce new stimulus policies at a key meeting. It stated the country should achieve &#34;the best outcome&#34; possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of &#34;around 5.5%&#34; growth for this year that most economists think is impossible after a slump last quarter. - Bloomberg</blockquote><p><b>Investors Could Be Concerned With A Downbeat Q1 Earnings</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d6acf7fa059008eb6e2bf0f3eef947d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba revenue change % and adjusted EPS change % consensus estimates (S&amp;P Cap IQ)</span></p><p>As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.</p><p>The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4&#39;s 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/944e41609958c9613f4c0ec4325bb22a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba adjusted EBITA by segment (Company filings)</span></p><p>However, we believe investors should not be stunned. There shouldn&#39;t be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba&#39;s most critical adjusted EBITA driver, as seen above.</p><p>Therefore, the current macro headwinds that have continued to impact China&#39;s consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.</p><p>Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.</p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p><i>We revise our rating on BABA from Hold to Buy.</i></p><p>We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.</p><p>While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.</p><p><i>This article was written by JR Research</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165172007","content_text":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.Robert WayThesisAlibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1'23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.Consequently, since our June article, BABA has significantly underperformed the SPDR S&P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY's 11.06% gain over the same period.The market has leveraged the recent pessimism astutely over its delisting risks and China's increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are \"front-running\" the market in anticipation of robust buying support at the current levels to appear soon.Delisting And GDP Growth Target Fears!BABA slumped on July 29 as the US SEC added China's e-commerce behemoth to its delisting list, which stunned the market.However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.Citi's (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron'sNotwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma's decision to give up his control over Ant Group. It's hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - BloombergFurthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China's highest decision-making body) meeting.The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):China's top leadership gave a downbeat assessment of economic growth but didn't announce new stimulus policies at a key meeting. It stated the country should achieve \"the best outcome\" possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of \"around 5.5%\" growth for this year that most economists think is impossible after a slump last quarter. - BloombergInvestors Could Be Concerned With A Downbeat Q1 EarningsAlibaba revenue change % and adjusted EPS change % consensus estimates (S&P Cap IQ)As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4's 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.Alibaba adjusted EBITA by segment (Company filings)However, we believe investors should not be stunned. There shouldn't be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba's most critical adjusted EBITA driver, as seen above.Therefore, the current macro headwinds that have continued to impact China's consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.Is BABA Stock A Buy, Sell, Or Hold?We revise our rating on BABA from Hold to Buy.We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901549500,"gmtCreate":1659236776000,"gmtModify":1676536275568,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"Like&nbsp;[Smile]&nbsp;","listText":"Like&nbsp;[Smile]&nbsp;","text":"Like [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901549500","repostId":"1165172007","repostType":4,"repost":{"id":"1165172007","kind":"news","pubTimestamp":1659229304,"share":"https://ttm.financial/m/news/1165172007?lang=&edition=fundamental","pubTime":"2022-07-31 09:01","market":"hk","language":"en","title":"Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165172007","media":"seekingalpha","summary":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was struck by delisting fears again on July 29, as the US SEC added China&#39;s leading e-commerce player to its delisting list. As a result, BABA slumped.</li><li>However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.</li><li>We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.</li><li>Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.</li><li>Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p><b>Thesis</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1&#39;23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!</p><p>In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.</p><p>Consequently, since our June article, BABA has significantly underperformed the SPDR S&amp;P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY&#39;s 11.06% gain over the same period.</p><p>The market has leveraged the recent pessimism astutely over its delisting risks and China&#39;s increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!</p><p>Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are &#34;front-running&#34; the market in anticipation of robust buying support at the current levels to appear soon.</p><p><b>Delisting And GDP Growth Target Fears!</b></p><p>BABA slumped on July 29 as the US SEC added China&#39;s e-commerce behemoth to its delisting list, which stunned the market.</p><p>However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.</p><p>Citi&#39;s (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):</p><blockquote>We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron&#39;s</blockquote><p>Notwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):</p><blockquote>On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma&#39;s decision to give up his control over Ant Group. It&#39;s hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - Bloomberg</blockquote><p>Furthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China&#39;s highest decision-making body) meeting.</p><p>The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):</p><blockquote>China&#39;s top leadership gave a downbeat assessment of economic growth but didn&#39;t announce new stimulus policies at a key meeting. It stated the country should achieve &#34;the best outcome&#34; possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of &#34;around 5.5%&#34; growth for this year that most economists think is impossible after a slump last quarter. - Bloomberg</blockquote><p><b>Investors Could Be Concerned With A Downbeat Q1 Earnings</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d6acf7fa059008eb6e2bf0f3eef947d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba revenue change % and adjusted EPS change % consensus estimates (S&amp;P Cap IQ)</span></p><p>As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.</p><p>The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4&#39;s 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/944e41609958c9613f4c0ec4325bb22a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba adjusted EBITA by segment (Company filings)</span></p><p>However, we believe investors should not be stunned. There shouldn&#39;t be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba&#39;s most critical adjusted EBITA driver, as seen above.</p><p>Therefore, the current macro headwinds that have continued to impact China&#39;s consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.</p><p>Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.</p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p><i>We revise our rating on BABA from Hold to Buy.</i></p><p>We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.</p><p>While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.</p><p><i>This article was written by JR Research</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165172007","content_text":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.Robert WayThesisAlibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1'23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.Consequently, since our June article, BABA has significantly underperformed the SPDR S&P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY's 11.06% gain over the same period.The market has leveraged the recent pessimism astutely over its delisting risks and China's increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are \"front-running\" the market in anticipation of robust buying support at the current levels to appear soon.Delisting And GDP Growth Target Fears!BABA slumped on July 29 as the US SEC added China's e-commerce behemoth to its delisting list, which stunned the market.However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.Citi's (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron'sNotwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma's decision to give up his control over Ant Group. It's hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - BloombergFurthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China's highest decision-making body) meeting.The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):China's top leadership gave a downbeat assessment of economic growth but didn't announce new stimulus policies at a key meeting. It stated the country should achieve \"the best outcome\" possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of \"around 5.5%\" growth for this year that most economists think is impossible after a slump last quarter. - BloombergInvestors Could Be Concerned With A Downbeat Q1 EarningsAlibaba revenue change % and adjusted EPS change % consensus estimates (S&P Cap IQ)As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4's 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.Alibaba adjusted EBITA by segment (Company filings)However, we believe investors should not be stunned. There shouldn't be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba's most critical adjusted EBITA driver, as seen above.Therefore, the current macro headwinds that have continued to impact China's consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.Is BABA Stock A Buy, Sell, Or Hold?We revise our rating on BABA from Hold to Buy.We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909589731,"gmtCreate":1658888052623,"gmtModify":1676536224301,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"Like&nbsp;[Cool]&nbsp;","listText":"Like&nbsp;[Cool]&nbsp;","text":"Like [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9909589731","repostId":"2254387856","repostType":4,"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909035163,"gmtCreate":1658791345252,"gmtModify":1676536206444,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"Like&nbsp;[Cool]&nbsp;","listText":"Like&nbsp;[Cool]&nbsp;","text":"Like [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9909035163","repostId":"1108375477","repostType":4,"repost":{"id":"1108375477","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658789741,"share":"https://ttm.financial/m/news/1108375477?lang=&edition=fundamental","pubTime":"2022-07-26 06:55","market":"us","language":"en","title":"S&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1108375477","media":"Reuters","summary":"Apple, Amazon.com among companies to report earnings this weekFOMC to kick off two-day policy meetin","content":"<html><head></head><body><ul><li>Apple, Amazon.com among companies to report earnings this week</li><li>FOMC to kick off two-day policy meeting from Tuesday</li><li>Miner Newmont falls after raising annual cost forecast</li><li>Indexes: Dow up 0.3%, S&amp;P 500 up 0.1%, Nasdaq down 0.4%</li></ul><p>NEW YORK, July 25 (Reuters) - The S&amp;P 500 see-sawed on Monday and ended close to unchanged as investors girded for an expected rate hike at a Federal Reserve meeting this week and earnings from several large-cap growth companies.</p><p>The Nasdaq ended lower, and S&amp;P 500 technology and consumer discretionary led declines among major S&amp;P sectors. The energy sector gained along with oil prices.</p><p>&#34;Right now we&#39;re just in a holding pattern waiting for all those developments to play out,&#34; said Michael O&#39;Rourke, chief market strategist at JonesTrading in Stamford, Connecticut.</p><p>The Fed is expected to announce a 75 basis-point rate hike at the end of its two-day monetary policy meeting on Wednesday, effectively ending pandemic-era support for the U.S. economy.</p><p>Comments by Fed Chairman Jerome Powell following the announcement will be key, as some investors worry that aggressive rate hikes could tip the U.S. economy into recession.</p><p>This week is expected to be the busiest in the second-quarter reporting period, with results from about 170 S&amp;P 500 companies due. Microsoft Corp and Google-parent Alphabet are due to report Tuesday. Apple Inc and Amazon.com Inc are set for Thursday.</p><p>&#34;It&#39;s a crucial earnings season for the market, especially given the (recent) attempt by Nasdaq to climb higher,&#34; said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>The Nasdaq, which has led declines among major sectors this year, gained more than 3% last week.</p><p>The Dow Jones Industrial Average rose 90.75 points, or 0.28%, to 31,990.04, the S&amp;P 500 gained 5.21 points, or 0.13%, to 3,966.84 and the Nasdaq Composite dropped 51.45 points, or 0.43%, to 11,782.67.</p><p>After the closing bell, shares of Walmart were down nearly 10% after the retailer said it was cutting its forecast for full-year profit and blamed food and fuel inflation.</p><p>S&amp;P 500 earnings are expected to have climbed 6.1% for the second quarter from the year-ago period, according to IBES data from Refinitiv. Along with inflation and rising interest rates, investors have been concerned about the impact of currency headwinds and lingering supply chain issues for companies this earnings season.</p><p>Tuesday brings reports on two housing indicators - the S&amp;P Case-Shiller&#39;s 20-city composite and the Commerce Department&#39;s new home sales number.</p><p>Recent housing data has suggested the sector may be a harbinger of a cooling economy.</p><p>Newmont Corp fell 13.2% after the miner raised its annual cost forecast and missed its second-quarter profit, hurt by lower gold prices and inflationary pressures.</p><p>Volume on U.S. exchanges was 9.34 billion shares, compared with the 11.0 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 50 new highs and 105 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nS&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-26 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Apple, Amazon.com among companies to report earnings this week</li><li>FOMC to kick off two-day policy meeting from Tuesday</li><li>Miner Newmont falls after raising annual cost forecast</li><li>Indexes: Dow up 0.3%, S&amp;P 500 up 0.1%, Nasdaq down 0.4%</li></ul><p>NEW YORK, July 25 (Reuters) - The S&amp;P 500 see-sawed on Monday and ended close to unchanged as investors girded for an expected rate hike at a Federal Reserve meeting this week and earnings from several large-cap growth companies.</p><p>The Nasdaq ended lower, and S&amp;P 500 technology and consumer discretionary led declines among major S&amp;P sectors. The energy sector gained along with oil prices.</p><p>&#34;Right now we&#39;re just in a holding pattern waiting for all those developments to play out,&#34; said Michael O&#39;Rourke, chief market strategist at JonesTrading in Stamford, Connecticut.</p><p>The Fed is expected to announce a 75 basis-point rate hike at the end of its two-day monetary policy meeting on Wednesday, effectively ending pandemic-era support for the U.S. economy.</p><p>Comments by Fed Chairman Jerome Powell following the announcement will be key, as some investors worry that aggressive rate hikes could tip the U.S. economy into recession.</p><p>This week is expected to be the busiest in the second-quarter reporting period, with results from about 170 S&amp;P 500 companies due. Microsoft Corp and Google-parent Alphabet are due to report Tuesday. Apple Inc and Amazon.com Inc are set for Thursday.</p><p>&#34;It&#39;s a crucial earnings season for the market, especially given the (recent) attempt by Nasdaq to climb higher,&#34; said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>The Nasdaq, which has led declines among major sectors this year, gained more than 3% last week.</p><p>The Dow Jones Industrial Average rose 90.75 points, or 0.28%, to 31,990.04, the S&amp;P 500 gained 5.21 points, or 0.13%, to 3,966.84 and the Nasdaq Composite dropped 51.45 points, or 0.43%, to 11,782.67.</p><p>After the closing bell, shares of Walmart were down nearly 10% after the retailer said it was cutting its forecast for full-year profit and blamed food and fuel inflation.</p><p>S&amp;P 500 earnings are expected to have climbed 6.1% for the second quarter from the year-ago period, according to IBES data from Refinitiv. Along with inflation and rising interest rates, investors have been concerned about the impact of currency headwinds and lingering supply chain issues for companies this earnings season.</p><p>Tuesday brings reports on two housing indicators - the S&amp;P Case-Shiller&#39;s 20-city composite and the Commerce Department&#39;s new home sales number.</p><p>Recent housing data has suggested the sector may be a harbinger of a cooling economy.</p><p>Newmont Corp fell 13.2% after the miner raised its annual cost forecast and missed its second-quarter profit, hurt by lower gold prices and inflationary pressures.</p><p>Volume on U.S. exchanges was 9.34 billion shares, compared with the 11.0 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 50 new highs and 105 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","WMT":"沃尔玛","NEM":"纽曼矿业"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108375477","content_text":"Apple, Amazon.com among companies to report earnings this weekFOMC to kick off two-day policy meeting from TuesdayMiner Newmont falls after raising annual cost forecastIndexes: Dow up 0.3%, S&P 500 up 0.1%, Nasdaq down 0.4%NEW YORK, July 25 (Reuters) - The S&P 500 see-sawed on Monday and ended close to unchanged as investors girded for an expected rate hike at a Federal Reserve meeting this week and earnings from several large-cap growth companies.The Nasdaq ended lower, and S&P 500 technology and consumer discretionary led declines among major S&P sectors. The energy sector gained along with oil prices.\"Right now we're just in a holding pattern waiting for all those developments to play out,\" said Michael O'Rourke, chief market strategist at JonesTrading in Stamford, Connecticut.The Fed is expected to announce a 75 basis-point rate hike at the end of its two-day monetary policy meeting on Wednesday, effectively ending pandemic-era support for the U.S. economy.Comments by Fed Chairman Jerome Powell following the announcement will be key, as some investors worry that aggressive rate hikes could tip the U.S. economy into recession.This week is expected to be the busiest in the second-quarter reporting period, with results from about 170 S&P 500 companies due. Microsoft Corp and Google-parent Alphabet are due to report Tuesday. Apple Inc and Amazon.com Inc are set for Thursday.\"It's a crucial earnings season for the market, especially given the (recent) attempt by Nasdaq to climb higher,\" said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.The Nasdaq, which has led declines among major sectors this year, gained more than 3% last week.The Dow Jones Industrial Average rose 90.75 points, or 0.28%, to 31,990.04, the S&P 500 gained 5.21 points, or 0.13%, to 3,966.84 and the Nasdaq Composite dropped 51.45 points, or 0.43%, to 11,782.67.After the closing bell, shares of Walmart were down nearly 10% after the retailer said it was cutting its forecast for full-year profit and blamed food and fuel inflation.S&P 500 earnings are expected to have climbed 6.1% for the second quarter from the year-ago period, according to IBES data from Refinitiv. Along with inflation and rising interest rates, investors have been concerned about the impact of currency headwinds and lingering supply chain issues for companies this earnings season.Tuesday brings reports on two housing indicators - the S&P Case-Shiller's 20-city composite and the Commerce Department's new home sales number.Recent housing data has suggested the sector may be a harbinger of a cooling economy.Newmont Corp fell 13.2% after the miner raised its annual cost forecast and missed its second-quarter profit, hurt by lower gold prices and inflationary pressures.Volume on U.S. exchanges was 9.34 billion shares, compared with the 11.0 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 50 new highs and 105 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900642926,"gmtCreate":1658709664765,"gmtModify":1676536194993,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900642926","repostId":"2254296074","repostType":4,"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900080675,"gmtCreate":1658618453297,"gmtModify":1676536181398,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"Like&nbsp;[Cool]&nbsp;","listText":"Like&nbsp;[Cool]&nbsp;","text":"Like [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900080675","repostId":"2253066929","repostType":4,"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077516885,"gmtCreate":1658541086247,"gmtModify":1676536173897,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Cool]&nbsp;//<a href=\"https://ttm.financial/U/3571345352614779\">@xiaobaii</a>:like &amp; comment please&nbsp;","listText":"[Cool]&nbsp;//<a href=\"https://ttm.financial/U/3571345352614779\">@xiaobaii</a>:like &amp; comment please&nbsp;","text":"[Cool] //@xiaobaii:like & comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077516885","repostId":"2253066897","repostType":4,"repost":{"id":"2253066897","kind":"highlight","pubTimestamp":1658531378,"share":"https://ttm.financial/m/news/2253066897?lang=&edition=fundamental","pubTime":"2022-07-23 07:09","market":"us","language":"en","title":"8 Reasons This Is the Start of a New Tech Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2253066897","media":"InvestorPlace","summary":"The next tech bull market is emerging, confirmed by a plethora of indicators.The economy is rapidly ","content":"<html><head></head><body><ul><li>The next tech bull market is emerging, confirmed by a plethora of indicators.</li><li>The economy is rapidly slowing, inflation has peaked, the Fed&#39;s pivoting dovish, yields are topping out and valuations are low.</li><li>Internals are strong, bullish sentiment is on the rise, insiders are going on buying sprees, earnings are fabulous, and JPMorgan&#39;s “half-man, half-god” Marko Kolanovic thinks stocks will rally.</li></ul><p>Folks, welcome to the <b>new bull market in tech stocks.</b></p><p>I know that may sound crazy to you. After all, tech stocks have been crushed throughout the first five months of 2022. But they’ve soared as of late. And there’s a mountain of evidence suggesting why it’s not crazy to believe a new bull market is emerging. In fact, it’s our reality.</p><p>That’s especially important news because the dawn of this new tech bull market offers the <b>investment opportunity of a lifetime</b>.</p><p>Bear markets are my calling card. I tend to thrive in moments like these. The biggest calls of my career — calls that allowed investors to consistently snag 1,000%-plus returns — were made during the market selloffs of 2015-2016, 2018 and 2020.</p><p>I successfully buy dips in bear markets. It’s what I do.</p><p>This time around is no different.</p><p>Over the past month, the <b>Dow Jones</b> is up 7%. The <b>S&amp;P 500</b> is up 9%, and the <b>Nasdaq</b>’s up 12%. Meanwhile, over that same stretch, growth stocks have soared about 20%!</p><p>If this really is the dawn of a new tech bull market — which I’ll prove over the next few minutes — then it’s also the dawn of growth stocks soaring thousands of percent over the next few years.</p><p>So, let’s dig in.</p><h2>Bull Market Indicators: A Slowing Economy and Cooling Inflation</h2><p>Tech stocks have been soaring recently.</p><p>Some folks think this could be a head fake — a dead-cat bounce, as they say.</p><p>But it’s not. And to prove why, we’ve compiled 10 of the most compelling datapoints underscoring the start of a new bull market.</p><p>Those datapoints are as follows:</p><ul><li><b>The economy is rapidly slowing.</b> The economy got too hot in 2021. That’s partly why tech stocks have been crushed in 2022. When the economy gets too hot, the Federal Reserve steps in to put the brakes on expansion through rising rates. Higher rates lead to lower valuations and lower tech stock prices. But amid geopolitical chaos and higher interest rates over the past few months, the U.S. economy has rapidly slowed. Job growth has braked to its slowest pace since the pandemic emerged. It’s the same with consumer sentiment, existing home sales and pretty much every economic datapoint out there. The U.S. economy is slowing rapidly.</li></ul><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/cb4d81535876782478f68644eb33c0a7\" tg-width=\"1430\" tg-height=\"984\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><ul><li><b>Inflation has peaked.</b> For the first time since late 2020 — or since the economy has been going through its COVID normalization phase — U.S. inflation rates are dropping. In April, the two preferred measures of inflation, CPI and PCE, both decelerated on a year-over-year basis. With the economy quickly slowing and supply chains swiftly improving, inflation will keep falling over the next few months.</li></ul><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/4c9fd9741641d53850e54040bf401645\" tg-width=\"2000\" tg-height=\"1291\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>A Dovish Federal Reserve and Topped-Out Yields</h2><ul><li><b>The Fed will turn dovish.</b> Thanks to a slowing economy and cooling inflation, the once super-hawkish institution will start to turn dovish. Over the past two weeks, three Fed voting members said it may be appropriate to reconsider the pace of rate hikes after July. That opens the door for a potential dovish pivot in Fed policy later in the year, which we think will happen. If it does, then that will set stocks up for huge gains through the end of the year and into 2023. Just look at the last time the central bank made a dovish pivot after a series of rate hikes.</li></ul><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/ab90d0e426e1d6dc218fc410367e817f\" tg-width=\"974\" tg-height=\"473\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><ul><li><b>Treasury yields are topping out</b>. The math strongly supports the idea that if the Fed remains within the guardrails of seven to 11 rate hikes in 2022, Treasury yields have peaked and will move lower in the second half of 2022. Recent commentary strongly implies that the Fed will remain within those guardrails. As such, we continue to believe yields will move lower going forward, providing support for multiple expansion in tech stocks.</li></ul><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/f724bb6e3933e4dca45cf2f1cc3f1f22\" tg-width=\"1340\" tg-height=\"810\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Tech Stock Rallies and Insider Buying Sprees</h2><ul><li><b>We’re seeing breadth indicators flashing super bullish signals across the tech sector right now. </b>This week, the number of <b>Nasdaq 100</b> stocks trading above their 200-day moving average crossed from below to above 20%. That’s a bullish breadth crossover signal that always leads to big rallies. Since 2008, this signal has led to positive tech stock returns over the following 60 days 100% of the time. The average return in that stretch? 15%.</li></ul><p><img src=\"https://static.tigerbbs.com/ff5c259b07a732641f8fd9bb042b4297\" tg-width=\"936\" tg-height=\"462\" width=\"100%\" height=\"auto\"/></p><p>Source: Bloomberg</p><ul><li><b>Insiders are buying the dip at a volume historically consistent with market bottoms.</b> They’re the folks who know the most about the companies in the market. Over the past two weeks, corporate insiders have gone on a huge buying spree. In fact, insider buying has spiked to two-year highs over the past two weeks. That’s bullish because these insiders have a history of calling market bottoms. Every time insider buying has spiked like it is right now, the stock market bottomed after a major selloff.</li></ul><p><img src=\"https://static.tigerbbs.com/9aa3998a4aa51a8d88ed184673e45ddb\" tg-width=\"468\" tg-height=\"274\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Better-Than-Expected Earnings and Bullish Indicators</h2><ul><li><b>Tech earnings have topped expectations.</b> Over the past week, <b>Tesla</b> (<b><u>TSLA</u></b>) and <b>Netflix</b> (<b><u>NFLX</u></b>) have both delivered earnings that beat what analysts anticipated, and the stocks rallied on the news. Technology is the world’s solution to inflation because exponential technologies are the most powerful deflationary tool ever created. As such, we believe increasingly more companies and consumers will turn toward tech in the coming years to beat inflation. Technology’s global societal, political and economic influence will grow exponentially. And tech stocks will soar.</li><li><b>The advancing volume indicator flashed a “buy” signal for the first time since the COVID-19 crash’s final stages in 2020. </b>When over 85% of the S&amp;P’s daily trading buying volume on two of three consecutive trading days happens within 30 days of the index’s 52-week low, you always get a rally in stocks over the next year. And indeed, over the past three trading days, two had buying volume account for more than 85% of total trading volume.</li><li><b>The bond market is also flashing its own bear-market bottom buying signal with a perfect record of predicting positive gains</b>. In bonds, high-yield spreads have collapsed over the past three weeks. They’re down about 85 basis points. Such rapid collapses in high-yield bond spreads are rare. They’re also bullish. Since 2010, high-yield bond spreads have compressed nearly this quickly on nine separate occasions. Each time, the market rose over the next six and 12 months. And the average gain over the subsequent 12 months was more than 20%.</li></ul><h2>The Final Word on Tech’s New Bull Market</h2><p>Tech stocks have been on a tear this past month.</p><p>Some are calling the resurgence a head fake.</p><p><b>It’s not. </b></p><p>Depressed valuations suggest that’s just not the case. And so do strong earnings, heavy insider buying, cooling inflation and heavy volume on the rallies.</p><p>Indeed, there’s a mountain of evidence to suggest that <b>this resurgence is not a head fake</b>.</p><p>It’s the real deal.</p><p>And if it is, that means <b>it’s time to prepare your portfolio for a massive turnaround.</b></p><p>We believe tech stocks will lead a massive market rebound in the second half of 2022 into 2023. And starting today and lasting for a decade-plus, they’ll lead a <b>new bull market</b>.</p><p>One such stock is a <b>tiny $3 biotech company</b> with tons of promise.</p><p>This is a stock that’s rewriting the rules of biology. It has so much upside potential that its recent rallies will just be a blip in five years, when this stock is up around $100.</p><p><b>Clearly, this is a stock that you need hear about today.</b></p></body></html>","source":"investorplace","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>8 Reasons This Is the Start of a New Tech Bull Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n8 Reasons This Is the Start of a New Tech Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2022/07/10-reasons-this-is-the-start-of-a-new-tech-bull-market/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The next tech bull market is emerging, confirmed by a plethora of indicators.The economy is rapidly slowing, inflation has peaked, the Fed's pivoting dovish, yields are topping out and valuations are ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2022/07/10-reasons-this-is-the-start-of-a-new-tech-bull-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NGD":"New Gold","BK4570":"地缘局势概念股","BK4017":"黄金"},"source_url":"https://investorplace.com/hypergrowthinvesting/2022/07/10-reasons-this-is-the-start-of-a-new-tech-bull-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253066897","content_text":"The next tech bull market is emerging, confirmed by a plethora of indicators.The economy is rapidly slowing, inflation has peaked, the Fed's pivoting dovish, yields are topping out and valuations are low.Internals are strong, bullish sentiment is on the rise, insiders are going on buying sprees, earnings are fabulous, and JPMorgan's “half-man, half-god” Marko Kolanovic thinks stocks will rally.Folks, welcome to the new bull market in tech stocks.I know that may sound crazy to you. After all, tech stocks have been crushed throughout the first five months of 2022. But they’ve soared as of late. And there’s a mountain of evidence suggesting why it’s not crazy to believe a new bull market is emerging. In fact, it’s our reality.That’s especially important news because the dawn of this new tech bull market offers the investment opportunity of a lifetime.Bear markets are my calling card. I tend to thrive in moments like these. The biggest calls of my career — calls that allowed investors to consistently snag 1,000%-plus returns — were made during the market selloffs of 2015-2016, 2018 and 2020.I successfully buy dips in bear markets. It’s what I do.This time around is no different.Over the past month, the Dow Jones is up 7%. The S&P 500 is up 9%, and the Nasdaq’s up 12%. Meanwhile, over that same stretch, growth stocks have soared about 20%!If this really is the dawn of a new tech bull market — which I’ll prove over the next few minutes — then it’s also the dawn of growth stocks soaring thousands of percent over the next few years.So, let’s dig in.Bull Market Indicators: A Slowing Economy and Cooling InflationTech stocks have been soaring recently.Some folks think this could be a head fake — a dead-cat bounce, as they say.But it’s not. And to prove why, we’ve compiled 10 of the most compelling datapoints underscoring the start of a new bull market.Those datapoints are as follows:The economy is rapidly slowing. The economy got too hot in 2021. That’s partly why tech stocks have been crushed in 2022. When the economy gets too hot, the Federal Reserve steps in to put the brakes on expansion through rising rates. Higher rates lead to lower valuations and lower tech stock prices. But amid geopolitical chaos and higher interest rates over the past few months, the U.S. economy has rapidly slowed. Job growth has braked to its slowest pace since the pandemic emerged. It’s the same with consumer sentiment, existing home sales and pretty much every economic datapoint out there. The U.S. economy is slowing rapidly.Inflation has peaked. For the first time since late 2020 — or since the economy has been going through its COVID normalization phase — U.S. inflation rates are dropping. In April, the two preferred measures of inflation, CPI and PCE, both decelerated on a year-over-year basis. With the economy quickly slowing and supply chains swiftly improving, inflation will keep falling over the next few months.A Dovish Federal Reserve and Topped-Out YieldsThe Fed will turn dovish. Thanks to a slowing economy and cooling inflation, the once super-hawkish institution will start to turn dovish. Over the past two weeks, three Fed voting members said it may be appropriate to reconsider the pace of rate hikes after July. That opens the door for a potential dovish pivot in Fed policy later in the year, which we think will happen. If it does, then that will set stocks up for huge gains through the end of the year and into 2023. Just look at the last time the central bank made a dovish pivot after a series of rate hikes.Treasury yields are topping out. The math strongly supports the idea that if the Fed remains within the guardrails of seven to 11 rate hikes in 2022, Treasury yields have peaked and will move lower in the second half of 2022. Recent commentary strongly implies that the Fed will remain within those guardrails. As such, we continue to believe yields will move lower going forward, providing support for multiple expansion in tech stocks.Tech Stock Rallies and Insider Buying SpreesWe’re seeing breadth indicators flashing super bullish signals across the tech sector right now. This week, the number of Nasdaq 100 stocks trading above their 200-day moving average crossed from below to above 20%. That’s a bullish breadth crossover signal that always leads to big rallies. Since 2008, this signal has led to positive tech stock returns over the following 60 days 100% of the time. The average return in that stretch? 15%.Source: BloombergInsiders are buying the dip at a volume historically consistent with market bottoms. They’re the folks who know the most about the companies in the market. Over the past two weeks, corporate insiders have gone on a huge buying spree. In fact, insider buying has spiked to two-year highs over the past two weeks. That’s bullish because these insiders have a history of calling market bottoms. Every time insider buying has spiked like it is right now, the stock market bottomed after a major selloff.Better-Than-Expected Earnings and Bullish IndicatorsTech earnings have topped expectations. Over the past week, Tesla (TSLA) and Netflix (NFLX) have both delivered earnings that beat what analysts anticipated, and the stocks rallied on the news. Technology is the world’s solution to inflation because exponential technologies are the most powerful deflationary tool ever created. As such, we believe increasingly more companies and consumers will turn toward tech in the coming years to beat inflation. Technology’s global societal, political and economic influence will grow exponentially. And tech stocks will soar.The advancing volume indicator flashed a “buy” signal for the first time since the COVID-19 crash’s final stages in 2020. When over 85% of the S&P’s daily trading buying volume on two of three consecutive trading days happens within 30 days of the index’s 52-week low, you always get a rally in stocks over the next year. And indeed, over the past three trading days, two had buying volume account for more than 85% of total trading volume.The bond market is also flashing its own bear-market bottom buying signal with a perfect record of predicting positive gains. In bonds, high-yield spreads have collapsed over the past three weeks. They’re down about 85 basis points. Such rapid collapses in high-yield bond spreads are rare. They’re also bullish. Since 2010, high-yield bond spreads have compressed nearly this quickly on nine separate occasions. Each time, the market rose over the next six and 12 months. And the average gain over the subsequent 12 months was more than 20%.The Final Word on Tech’s New Bull MarketTech stocks have been on a tear this past month.Some are calling the resurgence a head fake.It’s not. Depressed valuations suggest that’s just not the case. And so do strong earnings, heavy insider buying, cooling inflation and heavy volume on the rallies.Indeed, there’s a mountain of evidence to suggest that this resurgence is not a head fake.It’s the real deal.And if it is, that means it’s time to prepare your portfolio for a massive turnaround.We believe tech stocks will lead a massive market rebound in the second half of 2022 into 2023. And starting today and lasting for a decade-plus, they’ll lead a new bull market.One such stock is a tiny $3 biotech company with tons of promise.This is a stock that’s rewriting the rules of biology. It has so much upside potential that its recent rallies will just be a blip in five years, when this stock is up around $100.Clearly, this is a stock that you need hear about today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077519191,"gmtCreate":1658540785513,"gmtModify":1676536173809,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"Like please&nbsp;[Cool]&nbsp;","listText":"Like please&nbsp;[Cool]&nbsp;","text":"Like please [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9077519191","repostId":"2253065181","repostType":4,"repost":{"id":"2253065181","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658522173,"share":"https://ttm.financial/m/news/2253065181?lang=&edition=fundamental","pubTime":"2022-07-23 04:36","market":"us","language":"en","title":"US STOCKS-Wall Street Closes Lower As Ad Tech, Social Media Stocks Drop","url":"https://stock-news.laohu8.com/highlight/detail?id=2253065181","media":"Reuters","summary":"Snap Inc shares plunge on slowing growthCommunication services stocks lead sectoral declinesAmEx rai","content":"<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> shares plunge on slowing growth</li><li>Communication services stocks lead sectoral declines</li><li>AmEx raises revenue forecast on resilient card spending</li><li>Indexes down: Dow 0.43%, S&amp;P 500 0.93%, Nasdaq 1.87%</li></ul><p>(Reuters) - U.S. stocks ended lower on Friday as disappointing earnings from Snap spooked investors and shares in social media and ad tech firms dropped, offsetting gains from card issuer American Express following an upbeat forecast.</p><p>Still, all three major indexes posted weekly gains despite Friday&#39;s losses with the tech heavy Nasdaq closing out the week 3.3% higher. The S&amp;P 500 advanced 2.4%, and the Dow gained 2%.</p><p>Snapchat owner posted its weakest-ever quarterly sales growth as a public company, sending Snap Inc&#39;s shares down nearly 40%, while Twitter Inc reversed earlier losses to add 0.8% following a surprise fall in revenue.</p><p>Other online companies that depend heavily on ads, such as tech giants <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc and Alphabet Inc tumbled 7.6% and 5.6%, respectively, weighing on the Nasdaq.</p><p>Meta and Alphabet are set to post their earnings next week, along with mega-cap peers, including Apple Inc, Microsoft Corp and Amazon.com Inc.</p><p>The S&amp;P 500 communication services and information technology tumbled 4.3% and 1.4%, respectively, leading declines among the index&#39;s 11 sectors.</p><p>The Dow Jones Industrial Average fell 137.61 points, or 0.43%, to 31,899.29, the S&amp;P 500 lost 37.32 points, or 0.93%, to 3,961.63 and the Nasdaq Composite dropped 225.50 points, or 1.87%, to 11,834.11.</p><p>&#34;Earnings are coming in less bad than feared, but they&#39;re deteriorating from what we got used to and accustomed to over the last several quarters,&#34; said Bob Doll, CIO at Crossmark Global Investments.</p><p>With 106 of the S&amp;P 500 companies having reported earnings through Friday morning, 75.5% have topped analyst expectations, below the 81% beat rate over the past four quarters, according to Refinitiv data.</p><p>All eyes are on the Federal Reserve&#39;s meeting and second-quarter U.S. gross domestic product data next week. While the U.S. central bank is expected to raise interest rates by 75 basis points to curb runaway inflation, the GDP data is likely to be negative again.</p><p>Meanwhile, a survey on Friday showed that U.S. business activity contracted for the first time in nearly two years in July, deepening concerns about an economy stunted by high inflation, rising interest rates and dwindling consumer confidence.</p><p>“Economic data is coming in weaker.. kind of confirming the fact that a recession is highly likely over the next 12 months. And the markets is trying to figure out what that looks like with economic growth slowing significantly the Fed in the midst of pretty aggressive tightening fiscal,” said Megan Horneman, chief investment officer at Verdence Capital Advisors in Hunt Valley, Maryland.</p><p>Verizon Communications Inc tumbled 6.8% after announcing it cut its annual adjusted profit forecast as inflation weighs. American Express Co rose 1.9% on strong earnings and an increased revenue forecast.</p><p>Volume on U.S. exchanges was 10.38 billion shares, compared with the 11.53 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.43-to-1 ratio; on Nasdaq, a 2.49-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded 32 new highs and 74 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Closes Lower As Ad Tech, Social Media Stocks Drop</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Closes Lower As Ad Tech, Social Media Stocks Drop\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-23 04:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> shares plunge on slowing growth</li><li>Communication services stocks lead sectoral declines</li><li>AmEx raises revenue forecast on resilient card spending</li><li>Indexes down: Dow 0.43%, S&amp;P 500 0.93%, Nasdaq 1.87%</li></ul><p>(Reuters) - U.S. stocks ended lower on Friday as disappointing earnings from Snap spooked investors and shares in social media and ad tech firms dropped, offsetting gains from card issuer American Express following an upbeat forecast.</p><p>Still, all three major indexes posted weekly gains despite Friday&#39;s losses with the tech heavy Nasdaq closing out the week 3.3% higher. The S&amp;P 500 advanced 2.4%, and the Dow gained 2%.</p><p>Snapchat owner posted its weakest-ever quarterly sales growth as a public company, sending Snap Inc&#39;s shares down nearly 40%, while Twitter Inc reversed earlier losses to add 0.8% following a surprise fall in revenue.</p><p>Other online companies that depend heavily on ads, such as tech giants <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc and Alphabet Inc tumbled 7.6% and 5.6%, respectively, weighing on the Nasdaq.</p><p>Meta and Alphabet are set to post their earnings next week, along with mega-cap peers, including Apple Inc, Microsoft Corp and Amazon.com Inc.</p><p>The S&amp;P 500 communication services and information technology tumbled 4.3% and 1.4%, respectively, leading declines among the index&#39;s 11 sectors.</p><p>The Dow Jones Industrial Average fell 137.61 points, or 0.43%, to 31,899.29, the S&amp;P 500 lost 37.32 points, or 0.93%, to 3,961.63 and the Nasdaq Composite dropped 225.50 points, or 1.87%, to 11,834.11.</p><p>&#34;Earnings are coming in less bad than feared, but they&#39;re deteriorating from what we got used to and accustomed to over the last several quarters,&#34; said Bob Doll, CIO at Crossmark Global Investments.</p><p>With 106 of the S&amp;P 500 companies having reported earnings through Friday morning, 75.5% have topped analyst expectations, below the 81% beat rate over the past four quarters, according to Refinitiv data.</p><p>All eyes are on the Federal Reserve&#39;s meeting and second-quarter U.S. gross domestic product data next week. While the U.S. central bank is expected to raise interest rates by 75 basis points to curb runaway inflation, the GDP data is likely to be negative again.</p><p>Meanwhile, a survey on Friday showed that U.S. business activity contracted for the first time in nearly two years in July, deepening concerns about an economy stunted by high inflation, rising interest rates and dwindling consumer confidence.</p><p>“Economic data is coming in weaker.. kind of confirming the fact that a recession is highly likely over the next 12 months. And the markets is trying to figure out what that looks like with economic growth slowing significantly the Fed in the midst of pretty aggressive tightening fiscal,” said Megan Horneman, chief investment officer at Verdence Capital Advisors in Hunt Valley, Maryland.</p><p>Verizon Communications Inc tumbled 6.8% after announcing it cut its annual adjusted profit forecast as inflation weighs. American Express Co rose 1.9% on strong earnings and an increased revenue forecast.</p><p>Volume on U.S. exchanges was 10.38 billion shares, compared with the 11.53 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.43-to-1 ratio; on Nasdaq, a 2.49-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded 32 new highs and 74 new lows.</p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253065181","content_text":"Snap Inc shares plunge on slowing growthCommunication services stocks lead sectoral declinesAmEx raises revenue forecast on resilient card spendingIndexes down: Dow 0.43%, S&P 500 0.93%, Nasdaq 1.87%(Reuters) - U.S. stocks ended lower on Friday as disappointing earnings from Snap spooked investors and shares in social media and ad tech firms dropped, offsetting gains from card issuer American Express following an upbeat forecast.Still, all three major indexes posted weekly gains despite Friday's losses with the tech heavy Nasdaq closing out the week 3.3% higher. The S&P 500 advanced 2.4%, and the Dow gained 2%.Snapchat owner posted its weakest-ever quarterly sales growth as a public company, sending Snap Inc's shares down nearly 40%, while Twitter Inc reversed earlier losses to add 0.8% following a surprise fall in revenue.Other online companies that depend heavily on ads, such as tech giants Meta Platforms Inc and Alphabet Inc tumbled 7.6% and 5.6%, respectively, weighing on the Nasdaq.Meta and Alphabet are set to post their earnings next week, along with mega-cap peers, including Apple Inc, Microsoft Corp and Amazon.com Inc.The S&P 500 communication services and information technology tumbled 4.3% and 1.4%, respectively, leading declines among the index's 11 sectors.The Dow Jones Industrial Average fell 137.61 points, or 0.43%, to 31,899.29, the S&P 500 lost 37.32 points, or 0.93%, to 3,961.63 and the Nasdaq Composite dropped 225.50 points, or 1.87%, to 11,834.11.\"Earnings are coming in less bad than feared, but they're deteriorating from what we got used to and accustomed to over the last several quarters,\" said Bob Doll, CIO at Crossmark Global Investments.With 106 of the S&P 500 companies having reported earnings through Friday morning, 75.5% have topped analyst expectations, below the 81% beat rate over the past four quarters, according to Refinitiv data.All eyes are on the Federal Reserve's meeting and second-quarter U.S. gross domestic product data next week. While the U.S. central bank is expected to raise interest rates by 75 basis points to curb runaway inflation, the GDP data is likely to be negative again.Meanwhile, a survey on Friday showed that U.S. business activity contracted for the first time in nearly two years in July, deepening concerns about an economy stunted by high inflation, rising interest rates and dwindling consumer confidence.“Economic data is coming in weaker.. kind of confirming the fact that a recession is highly likely over the next 12 months. And the markets is trying to figure out what that looks like with economic growth slowing significantly the Fed in the midst of pretty aggressive tightening fiscal,” said Megan Horneman, chief investment officer at Verdence Capital Advisors in Hunt Valley, Maryland.Verizon Communications Inc tumbled 6.8% after announcing it cut its annual adjusted profit forecast as inflation weighs. American Express Co rose 1.9% on strong earnings and an increased revenue forecast.Volume on U.S. exchanges was 10.38 billion shares, compared with the 11.53 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.43-to-1 ratio; on Nasdaq, a 2.49-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded 32 new highs and 74 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077519086,"gmtCreate":1658540757145,"gmtModify":1676536173801,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077519086","repostId":"2253065181","repostType":4,"repost":{"id":"2253065181","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658522173,"share":"https://ttm.financial/m/news/2253065181?lang=&edition=fundamental","pubTime":"2022-07-23 04:36","market":"us","language":"en","title":"US STOCKS-Wall Street Closes Lower As Ad Tech, Social Media Stocks Drop","url":"https://stock-news.laohu8.com/highlight/detail?id=2253065181","media":"Reuters","summary":"Snap Inc shares plunge on slowing growthCommunication services stocks lead sectoral declinesAmEx rai","content":"<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> shares plunge on slowing growth</li><li>Communication services stocks lead sectoral declines</li><li>AmEx raises revenue forecast on resilient card spending</li><li>Indexes down: Dow 0.43%, S&amp;P 500 0.93%, Nasdaq 1.87%</li></ul><p>(Reuters) - U.S. stocks ended lower on Friday as disappointing earnings from Snap spooked investors and shares in social media and ad tech firms dropped, offsetting gains from card issuer American Express following an upbeat forecast.</p><p>Still, all three major indexes posted weekly gains despite Friday&#39;s losses with the tech heavy Nasdaq closing out the week 3.3% higher. The S&amp;P 500 advanced 2.4%, and the Dow gained 2%.</p><p>Snapchat owner posted its weakest-ever quarterly sales growth as a public company, sending Snap Inc&#39;s shares down nearly 40%, while Twitter Inc reversed earlier losses to add 0.8% following a surprise fall in revenue.</p><p>Other online companies that depend heavily on ads, such as tech giants <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc and Alphabet Inc tumbled 7.6% and 5.6%, respectively, weighing on the Nasdaq.</p><p>Meta and Alphabet are set to post their earnings next week, along with mega-cap peers, including Apple Inc, Microsoft Corp and Amazon.com Inc.</p><p>The S&amp;P 500 communication services and information technology tumbled 4.3% and 1.4%, respectively, leading declines among the index&#39;s 11 sectors.</p><p>The Dow Jones Industrial Average fell 137.61 points, or 0.43%, to 31,899.29, the S&amp;P 500 lost 37.32 points, or 0.93%, to 3,961.63 and the Nasdaq Composite dropped 225.50 points, or 1.87%, to 11,834.11.</p><p>&#34;Earnings are coming in less bad than feared, but they&#39;re deteriorating from what we got used to and accustomed to over the last several quarters,&#34; said Bob Doll, CIO at Crossmark Global Investments.</p><p>With 106 of the S&amp;P 500 companies having reported earnings through Friday morning, 75.5% have topped analyst expectations, below the 81% beat rate over the past four quarters, according to Refinitiv data.</p><p>All eyes are on the Federal Reserve&#39;s meeting and second-quarter U.S. gross domestic product data next week. While the U.S. central bank is expected to raise interest rates by 75 basis points to curb runaway inflation, the GDP data is likely to be negative again.</p><p>Meanwhile, a survey on Friday showed that U.S. business activity contracted for the first time in nearly two years in July, deepening concerns about an economy stunted by high inflation, rising interest rates and dwindling consumer confidence.</p><p>“Economic data is coming in weaker.. kind of confirming the fact that a recession is highly likely over the next 12 months. And the markets is trying to figure out what that looks like with economic growth slowing significantly the Fed in the midst of pretty aggressive tightening fiscal,” said Megan Horneman, chief investment officer at Verdence Capital Advisors in Hunt Valley, Maryland.</p><p>Verizon Communications Inc tumbled 6.8% after announcing it cut its annual adjusted profit forecast as inflation weighs. American Express Co rose 1.9% on strong earnings and an increased revenue forecast.</p><p>Volume on U.S. exchanges was 10.38 billion shares, compared with the 11.53 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.43-to-1 ratio; on Nasdaq, a 2.49-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded 32 new highs and 74 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Closes Lower As Ad Tech, Social Media Stocks Drop</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Closes Lower As Ad Tech, Social Media Stocks Drop\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-23 04:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> shares plunge on slowing growth</li><li>Communication services stocks lead sectoral declines</li><li>AmEx raises revenue forecast on resilient card spending</li><li>Indexes down: Dow 0.43%, S&amp;P 500 0.93%, Nasdaq 1.87%</li></ul><p>(Reuters) - U.S. stocks ended lower on Friday as disappointing earnings from Snap spooked investors and shares in social media and ad tech firms dropped, offsetting gains from card issuer American Express following an upbeat forecast.</p><p>Still, all three major indexes posted weekly gains despite Friday&#39;s losses with the tech heavy Nasdaq closing out the week 3.3% higher. The S&amp;P 500 advanced 2.4%, and the Dow gained 2%.</p><p>Snapchat owner posted its weakest-ever quarterly sales growth as a public company, sending Snap Inc&#39;s shares down nearly 40%, while Twitter Inc reversed earlier losses to add 0.8% following a surprise fall in revenue.</p><p>Other online companies that depend heavily on ads, such as tech giants <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc and Alphabet Inc tumbled 7.6% and 5.6%, respectively, weighing on the Nasdaq.</p><p>Meta and Alphabet are set to post their earnings next week, along with mega-cap peers, including Apple Inc, Microsoft Corp and Amazon.com Inc.</p><p>The S&amp;P 500 communication services and information technology tumbled 4.3% and 1.4%, respectively, leading declines among the index&#39;s 11 sectors.</p><p>The Dow Jones Industrial Average fell 137.61 points, or 0.43%, to 31,899.29, the S&amp;P 500 lost 37.32 points, or 0.93%, to 3,961.63 and the Nasdaq Composite dropped 225.50 points, or 1.87%, to 11,834.11.</p><p>&#34;Earnings are coming in less bad than feared, but they&#39;re deteriorating from what we got used to and accustomed to over the last several quarters,&#34; said Bob Doll, CIO at Crossmark Global Investments.</p><p>With 106 of the S&amp;P 500 companies having reported earnings through Friday morning, 75.5% have topped analyst expectations, below the 81% beat rate over the past four quarters, according to Refinitiv data.</p><p>All eyes are on the Federal Reserve&#39;s meeting and second-quarter U.S. gross domestic product data next week. While the U.S. central bank is expected to raise interest rates by 75 basis points to curb runaway inflation, the GDP data is likely to be negative again.</p><p>Meanwhile, a survey on Friday showed that U.S. business activity contracted for the first time in nearly two years in July, deepening concerns about an economy stunted by high inflation, rising interest rates and dwindling consumer confidence.</p><p>“Economic data is coming in weaker.. kind of confirming the fact that a recession is highly likely over the next 12 months. And the markets is trying to figure out what that looks like with economic growth slowing significantly the Fed in the midst of pretty aggressive tightening fiscal,” said Megan Horneman, chief investment officer at Verdence Capital Advisors in Hunt Valley, Maryland.</p><p>Verizon Communications Inc tumbled 6.8% after announcing it cut its annual adjusted profit forecast as inflation weighs. American Express Co rose 1.9% on strong earnings and an increased revenue forecast.</p><p>Volume on U.S. exchanges was 10.38 billion shares, compared with the 11.53 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.43-to-1 ratio; on Nasdaq, a 2.49-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded 32 new highs and 74 new lows.</p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253065181","content_text":"Snap Inc shares plunge on slowing growthCommunication services stocks lead sectoral declinesAmEx raises revenue forecast on resilient card spendingIndexes down: Dow 0.43%, S&P 500 0.93%, Nasdaq 1.87%(Reuters) - U.S. stocks ended lower on Friday as disappointing earnings from Snap spooked investors and shares in social media and ad tech firms dropped, offsetting gains from card issuer American Express following an upbeat forecast.Still, all three major indexes posted weekly gains despite Friday's losses with the tech heavy Nasdaq closing out the week 3.3% higher. The S&P 500 advanced 2.4%, and the Dow gained 2%.Snapchat owner posted its weakest-ever quarterly sales growth as a public company, sending Snap Inc's shares down nearly 40%, while Twitter Inc reversed earlier losses to add 0.8% following a surprise fall in revenue.Other online companies that depend heavily on ads, such as tech giants Meta Platforms Inc and Alphabet Inc tumbled 7.6% and 5.6%, respectively, weighing on the Nasdaq.Meta and Alphabet are set to post their earnings next week, along with mega-cap peers, including Apple Inc, Microsoft Corp and Amazon.com Inc.The S&P 500 communication services and information technology tumbled 4.3% and 1.4%, respectively, leading declines among the index's 11 sectors.The Dow Jones Industrial Average fell 137.61 points, or 0.43%, to 31,899.29, the S&P 500 lost 37.32 points, or 0.93%, to 3,961.63 and the Nasdaq Composite dropped 225.50 points, or 1.87%, to 11,834.11.\"Earnings are coming in less bad than feared, but they're deteriorating from what we got used to and accustomed to over the last several quarters,\" said Bob Doll, CIO at Crossmark Global Investments.With 106 of the S&P 500 companies having reported earnings through Friday morning, 75.5% have topped analyst expectations, below the 81% beat rate over the past four quarters, according to Refinitiv data.All eyes are on the Federal Reserve's meeting and second-quarter U.S. gross domestic product data next week. While the U.S. central bank is expected to raise interest rates by 75 basis points to curb runaway inflation, the GDP data is likely to be negative again.Meanwhile, a survey on Friday showed that U.S. business activity contracted for the first time in nearly two years in July, deepening concerns about an economy stunted by high inflation, rising interest rates and dwindling consumer confidence.“Economic data is coming in weaker.. kind of confirming the fact that a recession is highly likely over the next 12 months. And the markets is trying to figure out what that looks like with economic growth slowing significantly the Fed in the midst of pretty aggressive tightening fiscal,” said Megan Horneman, chief investment officer at Verdence Capital Advisors in Hunt Valley, Maryland.Verizon Communications Inc tumbled 6.8% after announcing it cut its annual adjusted profit forecast as inflation weighs. American Express Co rose 1.9% on strong earnings and an increased revenue forecast.Volume on U.S. exchanges was 10.38 billion shares, compared with the 11.53 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.43-to-1 ratio; on Nasdaq, a 2.49-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded 32 new highs and 74 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9905138847,"gmtCreate":1659837214191,"gmtModify":1703766901395,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905138847","repostId":"1162375126","repostType":4,"repost":{"id":"1162375126","kind":"news","pubTimestamp":1659835383,"share":"https://ttm.financial/m/news/1162375126?lang=&edition=fundamental","pubTime":"2022-08-07 09:23","market":"us","language":"en","title":"TWTR Stock: Why Did Twitter Just Subpoena Hedge Fund Giant Ken Griffin?","url":"https://stock-news.laohu8.com/highlight/detail?id=1162375126","media":"InvestorPlace","summary":"Twitter(TWTR) just subpoenaed Ken Griffin for his financing involvement with the failed Twitter acqu","content":"<html><head></head><body><ul><li><b>Twitter</b>(<b><u>TWTR</u></b>) just subpoenaed Ken Griffin for his financing involvement with the failed Twitter acquisition.</li><li>Meanwhile, <b>Tesla</b>(<b><u>TSLA</u></b>) CEO Elon Musk has filed a countersuit toward the social media platform.</li><li>Shares of TWTR stock are down about 2% year-to-date (YTD).</li></ul><p>Ken Griffin and <b>Citadel</b> are in focus after <b>Twitter</b>(NYSE:<b><u>TWTR</u></b>) issued the hedge fund manager a subpoena. Griffin founded Citadel in 1990. Today, the hedge fund manages more than $480 billion in 13F securities.</p><p>Citadel currently owns call options, put options and common shares of both <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) and Twitter. However, the subpoena was issued directly toward Griffin, not Citadel.</p><p>Griffin received the subpoena due to his “actual or potential” involvement with Tesla CEO Elon Musk’s financing plans to acquire Twitter. Let’s get into the details.</p><p><b>TWTR Stock: Twitter Subpoenas Ken Griffin</b></p><p>The subpoena asks for information and communications related to the Musk acquisition. Twitter is also seeking information from “more than a dozen investment firms” that were involved with Musk’s proposed financing plan.</p><p>Servers attempted to deliver the subpoenato Citadel’s New York office and Griffin’s Manhattan residence. The New York office declined to accept the subpoena, stating that it should be delivered to the Chicago office. At his residence, a doorman accepted the subpoena, but stated that Griffin was currently not present. A spokesperson for Griffin declined to comment on the situation.</p><p>In addition to Griffin, Twitter also subpoenaed cryptocurrency exchange <b>Binance</b>(<b><u>BNB-USD</u></b>). The exchange invested $500 million into Musk’s $7.1 billion equity raise in May.</p><p><b>Musk Countersues Twitter</b></p><p>Meanwhile, Musk is countersuing Twitter. The CEO accuses Twitter of misrepresenting the health of its business and several key metrics. In a court filing, Musk explained:</p><blockquote>“Twitter’s own disclosures to the Musk parties show that although Twitter touts having 238 million ‘monetizable daily active users,’ those users who actually see ads (and thus, would reasonably be considered ‘monetizable’) is about 65 million lower than what Twitter represents.”</blockquote><p>In response, the social media platform says Musk’s accusations are implausible. It also says Musk “doesn’t have the right to back out of the deal” based on his bot account worries.</p><p>Musk believes that Twitter’s internal bot estimate of less than 5% of users is largely inaccurate. In his own analysis, the Tesla CEO concluded that at least 10% of Twitter’s monetizable daily active users are bots. Twitter claims Musk’s bot figure is inaccurate because it uses different data.</p><p>The five-day trial between Elon Musk and Twitter is set to start on Oct. 17. In the meantime, all eyes are on TWTR stock.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TWTR Stock: Why Did Twitter Just Subpoena Hedge Fund Giant Ken Griffin?</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\">\nTWTR Stock: Why Did Twitter Just Subpoena Hedge Fund Giant Ken Griffin?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 09:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/twtr-stock-why-did-twitter-just-subpoena-hedge-fund-giant-ken-griffin/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Twitter(TWTR) just subpoenaed Ken Griffin for his financing involvement with the failed Twitter acquisition.Meanwhile, Tesla(TSLA) CEO Elon Musk has filed a countersuit toward the social media ...</p>\n\n<a href=\"https://investorplace.com/2022/08/twtr-stock-why-did-twitter-just-subpoena-hedge-fund-giant-ken-griffin/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://investorplace.com/2022/08/twtr-stock-why-did-twitter-just-subpoena-hedge-fund-giant-ken-griffin/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162375126","content_text":"Twitter(TWTR) just subpoenaed Ken Griffin for his financing involvement with the failed Twitter acquisition.Meanwhile, Tesla(TSLA) CEO Elon Musk has filed a countersuit toward the social media platform.Shares of TWTR stock are down about 2% year-to-date (YTD).Ken Griffin and Citadel are in focus after Twitter(NYSE:TWTR) issued the hedge fund manager a subpoena. Griffin founded Citadel in 1990. Today, the hedge fund manages more than $480 billion in 13F securities.Citadel currently owns call options, put options and common shares of both Tesla(NASDAQ:TSLA) and Twitter. However, the subpoena was issued directly toward Griffin, not Citadel.Griffin received the subpoena due to his “actual or potential” involvement with Tesla CEO Elon Musk’s financing plans to acquire Twitter. Let’s get into the details.TWTR Stock: Twitter Subpoenas Ken GriffinThe subpoena asks for information and communications related to the Musk acquisition. Twitter is also seeking information from “more than a dozen investment firms” that were involved with Musk’s proposed financing plan.Servers attempted to deliver the subpoenato Citadel’s New York office and Griffin’s Manhattan residence. The New York office declined to accept the subpoena, stating that it should be delivered to the Chicago office. At his residence, a doorman accepted the subpoena, but stated that Griffin was currently not present. A spokesperson for Griffin declined to comment on the situation.In addition to Griffin, Twitter also subpoenaed cryptocurrency exchange Binance(BNB-USD). The exchange invested $500 million into Musk’s $7.1 billion equity raise in May.Musk Countersues TwitterMeanwhile, Musk is countersuing Twitter. The CEO accuses Twitter of misrepresenting the health of its business and several key metrics. In a court filing, Musk explained:“Twitter’s own disclosures to the Musk parties show that although Twitter touts having 238 million ‘monetizable daily active users,’ those users who actually see ads (and thus, would reasonably be considered ‘monetizable’) is about 65 million lower than what Twitter represents.”In response, the social media platform says Musk’s accusations are implausible. It also says Musk “doesn’t have the right to back out of the deal” based on his bot account worries.Musk believes that Twitter’s internal bot estimate of less than 5% of users is largely inaccurate. In his own analysis, the Tesla CEO concluded that at least 10% of Twitter’s monetizable daily active users are bots. Twitter claims Musk’s bot figure is inaccurate because it uses different data.The five-day trial between Elon Musk and Twitter is set to start on Oct. 17. In the meantime, all eyes are on TWTR stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909589731,"gmtCreate":1658888052623,"gmtModify":1676536224301,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"Like&nbsp;[Cool]&nbsp;","listText":"Like&nbsp;[Cool]&nbsp;","text":"Like [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9909589731","repostId":"2254387856","repostType":4,"repost":{"id":"2254387856","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658876140,"share":"https://ttm.financial/m/news/2254387856?lang=&edition=fundamental","pubTime":"2022-07-27 06:55","market":"us","language":"en","title":"US STOCKS-Indexes Drop As Walmart Profit Warning Spooks Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2254387856","media":"Reuters","summary":"Walmart cuts profit forecast; news hits retailersMcDonald's up as sales, profit top estimatesCoca-Co","content":"<html><head></head><body><ul><li>Walmart cuts profit forecast; news hits retailers</li><li>McDonald&#39;s up as sales, profit top estimates</li><li>Coca-Cola up on forecast raise</li><li>Indexes: Dow down 0.7%, S&amp;P 500 down 1.2%, Nasdaq down 1.9%</li></ul><p>NEW YORK, July 26 (Reuters) - U.S. stocks ended sharply lower Tuesday as a profit warning by Walmart dragged down retail shares and exceptionally weak consumer confidence data also fueled fears about spending.</p><p>Walmart shares sank 7.6% after the retailer cut its full-year profit forecast late on Monday. Walmart blamed surging prices for food and fuel, and said it needed to cut prices to pare inventories.</p><p>Shares of Target Corp fell 3.6% and Amazon.com Inc dropped 5.2%, while the S&amp;P 500 retail index declined 4.2%.</p><p>On Tuesday, data showed U.S. consumer confidence dropped to nearly a 1-1/2-year low in July amid persistent worries about higher inflation and rising interest rates.</p><p>&#34;The majority of companies that reported today beat (on) earnings, and that&#39;s been the case. But of course there have been some warnings, and that&#39;s what the market is focusing on,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>Amazon, which said it would raise fees for delivery and streaming service Prime in Europe by up to 43% a year, was the biggest drag on the Nasdaq and S&amp;P 500, while consumer discretionary fell 3.3% and led declines among S&amp;P 500 sectors.</p><p>The Federal Reserve started a two-day meeting, and on Wednesday it is expected to announce a 0.75 percentage point interest rate hike to fight inflation. Investors have worried that aggressive interest rate hikes by the Fed could tip the economy into recession.</p><p>The Dow Jones Industrial Average fell 228.5 points, or 0.71%, to 31,761.54, the S&amp;P 500 lost 45.79 points, or 1.15%, to 3,921.05 and the Nasdaq Composite dropped 220.09 points, or 1.87%, to 11,562.58.</p><p>A busy week for earnings also included reports from Alphabet Inc and Microsoft Corp after the bell.</p><p>Shares of Microsoft were up 5% in after-hours trading while Alphabet was up 5% following the companies&#39; results. Microsoft ended the regular session down 2.7% and Alphabet ended 2.3% lower on the day.</p><p>Investors had been looking to see if this week&#39;s earnings news from mega-cap companies might help the stock market sustain its recent rally.</p><p>Earnings from S&amp;P 500 companies were expected to have risen 6.2% for the second quarter from the year-ago period, according to Refinitiv data.</p><p>Also during the regular session, Coca-Cola Co gained 1.6% after the company raised its full-year revenue forecast. McDonald&#39;s Corp rose 2.7% after beating quarterly expectations.</p><p>3M Co rose 4.9% after the industrial giant said it planned to spin off its healthcare business.read moreGeneral Electric Co gained 4.6% after the industrial conglomerate beat revenue and profit estimates.</p><p>In other outlooks, the International Monetary Fund cut global growth forecasts again.</p><p>Volume on U.S. exchanges was 9.60 billion shares, compared with the 10.93 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 30 new lows; the Nasdaq Composite recorded 39 new highs and 138 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Indexes Drop As Walmart Profit Warning Spooks Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Indexes Drop As Walmart Profit Warning Spooks Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-27 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Walmart cuts profit forecast; news hits retailers</li><li>McDonald&#39;s up as sales, profit top estimates</li><li>Coca-Cola up on forecast raise</li><li>Indexes: Dow down 0.7%, S&amp;P 500 down 1.2%, Nasdaq down 1.9%</li></ul><p>NEW YORK, July 26 (Reuters) - U.S. stocks ended sharply lower Tuesday as a profit warning by Walmart dragged down retail shares and exceptionally weak consumer confidence data also fueled fears about spending.</p><p>Walmart shares sank 7.6% after the retailer cut its full-year profit forecast late on Monday. Walmart blamed surging prices for food and fuel, and said it needed to cut prices to pare inventories.</p><p>Shares of Target Corp fell 3.6% and Amazon.com Inc dropped 5.2%, while the S&amp;P 500 retail index declined 4.2%.</p><p>On Tuesday, data showed U.S. consumer confidence dropped to nearly a 1-1/2-year low in July amid persistent worries about higher inflation and rising interest rates.</p><p>&#34;The majority of companies that reported today beat (on) earnings, and that&#39;s been the case. But of course there have been some warnings, and that&#39;s what the market is focusing on,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>Amazon, which said it would raise fees for delivery and streaming service Prime in Europe by up to 43% a year, was the biggest drag on the Nasdaq and S&amp;P 500, while consumer discretionary fell 3.3% and led declines among S&amp;P 500 sectors.</p><p>The Federal Reserve started a two-day meeting, and on Wednesday it is expected to announce a 0.75 percentage point interest rate hike to fight inflation. Investors have worried that aggressive interest rate hikes by the Fed could tip the economy into recession.</p><p>The Dow Jones Industrial Average fell 228.5 points, or 0.71%, to 31,761.54, the S&amp;P 500 lost 45.79 points, or 1.15%, to 3,921.05 and the Nasdaq Composite dropped 220.09 points, or 1.87%, to 11,562.58.</p><p>A busy week for earnings also included reports from Alphabet Inc and Microsoft Corp after the bell.</p><p>Shares of Microsoft were up 5% in after-hours trading while Alphabet was up 5% following the companies&#39; results. Microsoft ended the regular session down 2.7% and Alphabet ended 2.3% lower on the day.</p><p>Investors had been looking to see if this week&#39;s earnings news from mega-cap companies might help the stock market sustain its recent rally.</p><p>Earnings from S&amp;P 500 companies were expected to have risen 6.2% for the second quarter from the year-ago period, according to Refinitiv data.</p><p>Also during the regular session, Coca-Cola Co gained 1.6% after the company raised its full-year revenue forecast. McDonald&#39;s Corp rose 2.7% after beating quarterly expectations.</p><p>3M Co rose 4.9% after the industrial giant said it planned to spin off its healthcare business.read moreGeneral Electric Co gained 4.6% after the industrial conglomerate beat revenue and profit estimates.</p><p>In other outlooks, the International Monetary Fund cut global growth forecasts again.</p><p>Volume on U.S. exchanges was 9.60 billion shares, compared with the 10.93 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 30 new lows; the Nasdaq Composite recorded 39 new highs and 138 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","GE":"GE航空航天","GOOGL":"谷歌A",".IXIC":"NASDAQ Composite","MMM":"3M",".SPX":"S&P 500 Index","TGT":"塔吉特","WMT":"沃尔玛","AMZN":"亚马逊",".DJI":"道琼斯","MCD":"麦当劳","KO":"可口可乐"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254387856","content_text":"Walmart cuts profit forecast; news hits retailersMcDonald's up as sales, profit top estimatesCoca-Cola up on forecast raiseIndexes: Dow down 0.7%, S&P 500 down 1.2%, Nasdaq down 1.9%NEW YORK, July 26 (Reuters) - U.S. stocks ended sharply lower Tuesday as a profit warning by Walmart dragged down retail shares and exceptionally weak consumer confidence data also fueled fears about spending.Walmart shares sank 7.6% after the retailer cut its full-year profit forecast late on Monday. Walmart blamed surging prices for food and fuel, and said it needed to cut prices to pare inventories.Shares of Target Corp fell 3.6% and Amazon.com Inc dropped 5.2%, while the S&P 500 retail index declined 4.2%.On Tuesday, data showed U.S. consumer confidence dropped to nearly a 1-1/2-year low in July amid persistent worries about higher inflation and rising interest rates.\"The majority of companies that reported today beat (on) earnings, and that's been the case. But of course there have been some warnings, and that's what the market is focusing on,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.Amazon, which said it would raise fees for delivery and streaming service Prime in Europe by up to 43% a year, was the biggest drag on the Nasdaq and S&P 500, while consumer discretionary fell 3.3% and led declines among S&P 500 sectors.The Federal Reserve started a two-day meeting, and on Wednesday it is expected to announce a 0.75 percentage point interest rate hike to fight inflation. Investors have worried that aggressive interest rate hikes by the Fed could tip the economy into recession.The Dow Jones Industrial Average fell 228.5 points, or 0.71%, to 31,761.54, the S&P 500 lost 45.79 points, or 1.15%, to 3,921.05 and the Nasdaq Composite dropped 220.09 points, or 1.87%, to 11,562.58.A busy week for earnings also included reports from Alphabet Inc and Microsoft Corp after the bell.Shares of Microsoft were up 5% in after-hours trading while Alphabet was up 5% following the companies' results. Microsoft ended the regular session down 2.7% and Alphabet ended 2.3% lower on the day.Investors had been looking to see if this week's earnings news from mega-cap companies might help the stock market sustain its recent rally.Earnings from S&P 500 companies were expected to have risen 6.2% for the second quarter from the year-ago period, according to Refinitiv data.Also during the regular session, Coca-Cola Co gained 1.6% after the company raised its full-year revenue forecast. McDonald's Corp rose 2.7% after beating quarterly expectations.3M Co rose 4.9% after the industrial giant said it planned to spin off its healthcare business.read moreGeneral Electric Co gained 4.6% after the industrial conglomerate beat revenue and profit estimates.In other outlooks, the International Monetary Fund cut global growth forecasts again.Volume on U.S. exchanges was 9.60 billion shares, compared with the 10.93 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 30 new lows; the Nasdaq Composite recorded 39 new highs and 138 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904984939,"gmtCreate":1659974919422,"gmtModify":1703476551676,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Comfort]&nbsp;","listText":"[Comfort]&nbsp;","text":"[Comfort]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904984939","repostId":"1111364601","repostType":4,"repost":{"id":"1111364601","kind":"news","pubTimestamp":1659972720,"share":"https://ttm.financial/m/news/1111364601?lang=&edition=fundamental","pubTime":"2022-08-08 23:32","market":"other","language":"en","title":"The S&P 500 May Be Near The Most Dangerous Phase Of The Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1111364601","media":"Seeking Alpha","summary":"SummaryThe bear market of 2022 has eerily similar characteristics of bear markets of the past.The 20","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The bear market of 2022 has eerily similar characteristics of bear markets of the past.</li><li>The 2022 bear market looks very similar to those in 1937, 2000, and 2008.</li><li>If the bear markets are similar, the 2022 version is nearing its most dangerous phase.</li></ul><p>History can act as a guide, not because it can predict the future, but because sometimes it can prepare us for what may happen next. Investing is very much about understanding the fundamentals and the technical trends. But the element that is lost most times is emotion, and it is the emotion of how people respond to news or events that seem to endure, shaping history.</p><p>Similarities in today&#39;s stock market and S&amp;P 500 (SP500) echo the great bear markets of the past. The 2022 S&amp;P 500 path has followed the paths of 1936, 2000, and 2008 cycles. It isn&#39;t to say that future is on a predetermined course; it is not. But it can give us a glimpse into what may happen next based on how bear markets and emotions have steered past performance.</p><p><b>1937</b></p><p>After rallying from March 1935 to March 1937, the S&amp;P 500 dropped sharply until the summer of 1937, by nearly 19%. That was when the index saw a solid summer rally, which lifted the S&amp;P 500 more than 14% off its lows, peaking around August 20, 1937. Following that summer rally, the market fell sharply, nearly 70% between September 1937 and April 1938.</p><p>Using a 31,065-day offset to overlay the S&amp;P 500 of today versus that bear market, we can see the S&amp;P 500 of today has plotted a very similar course to that of 1937. It would suggest that the S&amp;P 500 of today is likely to be hitting an inflection point in the next couple of weeks. It could result in the recent 2022 rally continuing, the comparison with 1937 no longer working, or the S&amp;P 500 of 2022 turning sharply lower as the market did in 1937.</p><p><img src=\"https://static.tigerbbs.com/bf9e75e86ede6d5127a530f868dcedf3\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>2000</b></p><p>The bear market that started in the year 2000 also shares many of the same properties as the S&amp;P 500 of today. In this case, using a 7874-day offset, the two charts will line up. Following the 1998 sell-off, the S&amp;P 500 rallied sharply until 2000. The S&amp;P 500 of 2000 was more resilient at first, retesting its March 2000 highs again in September 2000. After that, the index saw a pronounced sell-off, followed by a January 2001 rally. That January 2001 rally marked the final rebound, followed by a nearly 20% decline into April 2001.</p><p>Again, the market of today is at the same point in time. Therefore, if the S&amp;P 500 is going to turn lower and follow the path of 2000, that sharp decline could happen over the next couple of weeks.</p><p><img src=\"https://static.tigerbbs.com/c67e3a7716980557c4c7d467f03d1b40\" tg-width=\"640\" tg-height=\"255\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>2008</b></p><p>Finally, the bear market of 2008 seems to match the S&amp;P 500 of 2022 the most closely. A 5,218-day offset lines the double bottom in the fall of 2020 up with the double bottom in the spring of 2006. Like the two previous bear market examples, after peaking in October 2007, the S&amp;P 500 went lower on a slow and steady decline of nearly 19%. That was followed by a rally in the spring of 2008, which led to a gain of almost 12%. Of course, after that rally, the S&amp;P 500 again found itself turning lower, erasing the spring gains.</p><p><img src=\"https://static.tigerbbs.com/8d85ceaf1cd7900663bbf9dbbe300dee\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Similarities</b></p><p>The declines may differ in each of these cases, but it isn&#39;t the reason that matters. It is the patterns the market followed that matter. When overlaying 1937, 2000, and 2008 all together on one chart, they show that the bull rally phases had nearly the same duration, with all peaking within a 6-month time frame, followed by a sharp decline, a very sharp countertrend rally followed by a significantly steeper decline.</p><p><img src=\"https://static.tigerbbs.com/03c254a06087baa45767c1b5a5d0c6aa\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Does this mean the market of 2022 has to follow the same path? No, of course, it does not. But if this is a bear market we are in, and the pattern continues, the market may be entering the most dangerous part of the bear market. The part where a powerful rally catches everyone off guard and is followed by a sharp and sudden decline.</p><p><img src=\"https://static.tigerbbs.com/34566ce27f9a5b7d5ac6c173ee363be9\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>What happens next for stocks is anyone&#39;s guess, and these charts do not tell us what that outcome will be. But the power of history and human emotion tells us what <i>may</i> happen next, and in this case, the answer may be staring us right in the face for all to see.</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>The S&P 500 May Be Near The Most Dangerous Phase Of The Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 May Be Near The Most Dangerous Phase Of The Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4531046-sp-500-near-most-dangerous-phase-of-bear-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe bear market of 2022 has eerily similar characteristics of bear markets of the past.The 2022 bear market looks very similar to those in 1937, 2000, and 2008.If the bear markets are similar, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4531046-sp-500-near-most-dangerous-phase-of-bear-market\">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","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4531046-sp-500-near-most-dangerous-phase-of-bear-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111364601","content_text":"SummaryThe bear market of 2022 has eerily similar characteristics of bear markets of the past.The 2022 bear market looks very similar to those in 1937, 2000, and 2008.If the bear markets are similar, the 2022 version is nearing its most dangerous phase.History can act as a guide, not because it can predict the future, but because sometimes it can prepare us for what may happen next. Investing is very much about understanding the fundamentals and the technical trends. But the element that is lost most times is emotion, and it is the emotion of how people respond to news or events that seem to endure, shaping history.Similarities in today's stock market and S&P 500 (SP500) echo the great bear markets of the past. The 2022 S&P 500 path has followed the paths of 1936, 2000, and 2008 cycles. It isn't to say that future is on a predetermined course; it is not. But it can give us a glimpse into what may happen next based on how bear markets and emotions have steered past performance.1937After rallying from March 1935 to March 1937, the S&P 500 dropped sharply until the summer of 1937, by nearly 19%. That was when the index saw a solid summer rally, which lifted the S&P 500 more than 14% off its lows, peaking around August 20, 1937. Following that summer rally, the market fell sharply, nearly 70% between September 1937 and April 1938.Using a 31,065-day offset to overlay the S&P 500 of today versus that bear market, we can see the S&P 500 of today has plotted a very similar course to that of 1937. It would suggest that the S&P 500 of today is likely to be hitting an inflection point in the next couple of weeks. It could result in the recent 2022 rally continuing, the comparison with 1937 no longer working, or the S&P 500 of 2022 turning sharply lower as the market did in 1937.Bloomberg2000The bear market that started in the year 2000 also shares many of the same properties as the S&P 500 of today. In this case, using a 7874-day offset, the two charts will line up. Following the 1998 sell-off, the S&P 500 rallied sharply until 2000. The S&P 500 of 2000 was more resilient at first, retesting its March 2000 highs again in September 2000. After that, the index saw a pronounced sell-off, followed by a January 2001 rally. That January 2001 rally marked the final rebound, followed by a nearly 20% decline into April 2001.Again, the market of today is at the same point in time. Therefore, if the S&P 500 is going to turn lower and follow the path of 2000, that sharp decline could happen over the next couple of weeks.Bloomberg2008Finally, the bear market of 2008 seems to match the S&P 500 of 2022 the most closely. A 5,218-day offset lines the double bottom in the fall of 2020 up with the double bottom in the spring of 2006. Like the two previous bear market examples, after peaking in October 2007, the S&P 500 went lower on a slow and steady decline of nearly 19%. That was followed by a rally in the spring of 2008, which led to a gain of almost 12%. Of course, after that rally, the S&P 500 again found itself turning lower, erasing the spring gains.BloombergSimilaritiesThe declines may differ in each of these cases, but it isn't the reason that matters. It is the patterns the market followed that matter. When overlaying 1937, 2000, and 2008 all together on one chart, they show that the bull rally phases had nearly the same duration, with all peaking within a 6-month time frame, followed by a sharp decline, a very sharp countertrend rally followed by a significantly steeper decline.BloombergDoes this mean the market of 2022 has to follow the same path? No, of course, it does not. But if this is a bear market we are in, and the pattern continues, the market may be entering the most dangerous part of the bear market. The part where a powerful rally catches everyone off guard and is followed by a sharp and sudden decline.BloombergWhat happens next for stocks is anyone's guess, and these charts do not tell us what that outcome will be. But the power of history and human emotion tells us what may happen next, and in this case, the answer may be staring us right in the face for all to see.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908107562,"gmtCreate":1659330748256,"gmtModify":1676536288453,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","listText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","text":"[Call] [Call] [Call] [Call] [Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908107562","repostId":"2256011225","repostType":4,"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901543068,"gmtCreate":1659236812454,"gmtModify":1676536275576,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","listText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","text":"[Call] [Call] [Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901543068","repostId":"1165172007","repostType":4,"repost":{"id":"1165172007","kind":"news","pubTimestamp":1659229304,"share":"https://ttm.financial/m/news/1165172007?lang=&edition=fundamental","pubTime":"2022-07-31 09:01","market":"hk","language":"en","title":"Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165172007","media":"seekingalpha","summary":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was struck by delisting fears again on July 29, as the US SEC added China&#39;s leading e-commerce player to its delisting list. As a result, BABA slumped.</li><li>However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.</li><li>We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.</li><li>Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.</li><li>Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p><b>Thesis</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1&#39;23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!</p><p>In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.</p><p>Consequently, since our June article, BABA has significantly underperformed the SPDR S&amp;P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY&#39;s 11.06% gain over the same period.</p><p>The market has leveraged the recent pessimism astutely over its delisting risks and China&#39;s increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!</p><p>Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are &#34;front-running&#34; the market in anticipation of robust buying support at the current levels to appear soon.</p><p><b>Delisting And GDP Growth Target Fears!</b></p><p>BABA slumped on July 29 as the US SEC added China&#39;s e-commerce behemoth to its delisting list, which stunned the market.</p><p>However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.</p><p>Citi&#39;s (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):</p><blockquote>We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron&#39;s</blockquote><p>Notwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):</p><blockquote>On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma&#39;s decision to give up his control over Ant Group. It&#39;s hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - Bloomberg</blockquote><p>Furthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China&#39;s highest decision-making body) meeting.</p><p>The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):</p><blockquote>China&#39;s top leadership gave a downbeat assessment of economic growth but didn&#39;t announce new stimulus policies at a key meeting. It stated the country should achieve &#34;the best outcome&#34; possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of &#34;around 5.5%&#34; growth for this year that most economists think is impossible after a slump last quarter. - Bloomberg</blockquote><p><b>Investors Could Be Concerned With A Downbeat Q1 Earnings</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d6acf7fa059008eb6e2bf0f3eef947d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba revenue change % and adjusted EPS change % consensus estimates (S&amp;P Cap IQ)</span></p><p>As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.</p><p>The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4&#39;s 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/944e41609958c9613f4c0ec4325bb22a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba adjusted EBITA by segment (Company filings)</span></p><p>However, we believe investors should not be stunned. There shouldn&#39;t be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba&#39;s most critical adjusted EBITA driver, as seen above.</p><p>Therefore, the current macro headwinds that have continued to impact China&#39;s consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.</p><p>Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.</p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p><i>We revise our rating on BABA from Hold to Buy.</i></p><p>We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.</p><p>While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.</p><p><i>This article was written by JR Research</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165172007","content_text":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.Robert WayThesisAlibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1'23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.Consequently, since our June article, BABA has significantly underperformed the SPDR S&P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY's 11.06% gain over the same period.The market has leveraged the recent pessimism astutely over its delisting risks and China's increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are \"front-running\" the market in anticipation of robust buying support at the current levels to appear soon.Delisting And GDP Growth Target Fears!BABA slumped on July 29 as the US SEC added China's e-commerce behemoth to its delisting list, which stunned the market.However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.Citi's (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron'sNotwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma's decision to give up his control over Ant Group. It's hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - BloombergFurthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China's highest decision-making body) meeting.The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):China's top leadership gave a downbeat assessment of economic growth but didn't announce new stimulus policies at a key meeting. It stated the country should achieve \"the best outcome\" possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of \"around 5.5%\" growth for this year that most economists think is impossible after a slump last quarter. - BloombergInvestors Could Be Concerned With A Downbeat Q1 EarningsAlibaba revenue change % and adjusted EPS change % consensus estimates (S&P Cap IQ)As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4's 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.Alibaba adjusted EBITA by segment (Company filings)However, we believe investors should not be stunned. There shouldn't be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba's most critical adjusted EBITA driver, as seen above.Therefore, the current macro headwinds that have continued to impact China's consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.Is BABA Stock A Buy, Sell, Or Hold?We revise our rating on BABA from Hold to Buy.We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900080675,"gmtCreate":1658618453297,"gmtModify":1676536181398,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"Like&nbsp;[Cool]&nbsp;","listText":"Like&nbsp;[Cool]&nbsp;","text":"Like [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900080675","repostId":"2253066929","repostType":4,"repost":{"id":"2253066929","kind":"highlight","pubTimestamp":1658542584,"share":"https://ttm.financial/m/news/2253066929?lang=&edition=fundamental","pubTime":"2022-07-23 10:16","market":"us","language":"en","title":"The 2 Safest Energy Dividends Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2253066929","media":"Motley Fool","summary":"These passive income stalwarts will let investors rest easy no matter what the market is doing.","content":"<html><head></head><body><p>The energy industry had some of the hottest stocks on the market over the past two years, but with fears of a recession potentially dampening demand for oil and gas, the <b>S&amp;P 500</b> <b>Energy</b> index is down 25% since its peak last month.</p><p>The cost of a barrel of oil is down to around $100 per barrel, and gasoline at the pumps has broken from its record high last month of $5 a gallon. But upstream, midstream, and downstream energy stocks are still taking a beating.</p><p>That makes it a critical time to consider where you&#39;ve been putting your money to work and whether you should be investing in dividend stocks to protect your downside. History shows income-generating stocks outperform non-dividend stocks even in the worst of times, so if we&#39;re heading into a new period of market turbulence, it may be the right time to find companies that pay a safe dividend and can pad your pockets during this uncertainty.</p><p><a href=\"https://laohu8.com/S/CVX\">Chevron </a> and <a href=\"https://laohu8.com/S/EPD\">Enterprise Products Partners</a> offer two of the most dependable dividends in the energy sector right now.</p><h3><a href=\"https://laohu8.com/S/CVX\">Chevron </a></h3><p>As one of the biggest integrated energy companies, Chevron stands to benefit from the global need for fossil fuels that will last for years, decades even. Despite alternative fuel sources filling an increasing percentage of our energy needs, there isn&#39;t the capacity available for wind, solar, or biofuels to displace oil and gas as our primary providers.</p><p>Even though oil&#39;s price has dropped from its highs, it remains elevated and will likely stay elevated for some time to come. Chevron has told investors that even if oil drops to $50 a barrel -- what it deems its break-even price -- it would be able to maintain its record-setting stock buyback rate of $10 billion annually plus finance its dividend without worry, while a price of $75 a barrel would allow for further increases in both.</p><p>It also noted that during the depths of the pandemic lockdown with oil averaging $30 a barrel (there was a point where the price even went negative), Chevron maintained its payout while still investing in its business even as many of its rivals suspended their dividends.</p><p>The oil giant has a record of increasing its dividend for 35 consecutive years, most recently in January when it hiked the quarterly payout 6% to $1.42 per share, or $5.68 annually. With a healthy yield of 4.1% annually, Chevron is a Dividend Aristocrat, and its payout remains one of the industry&#39;s safest.</p><h3><a href=\"https://laohu8.com/S/EPD\">Enterprise Products Partners</a></h3><p>Unlike Chevron having its hand in all aspects of the oil and gas supply chain, Enterprise Products Partners specializes in the midstream channel, owning one of the largest pipeline networks in the U.S. with over 50,000 miles of pipeline, 14 billion cubic feet of natural gas storage, and 260 million barrels of storage capacity for natural gas liquids (NGLs), crude oil, refined products, and petrochemicals. It also has 21 NGL processing plants.</p><p>Enterprise Products Partners is also one of the largest publicly traded partnerships in the country. As the middleman in the process, it thrives because it has a stable stream of revenue and predictable cash flows. Much of its revenue is derived from long-term, fixed-fee, or take-or-pay contracts that mean it gets paid whether its customers accept delivery of the product or not.</p><p>Although the midstream player doesn&#39;t yet have the same longevity as Chevron in raising its dividend, at 23 consecutive years and counting, it is fast closing in on the 25-year threshold needed to become a Dividend Aristocrat.</p><p>It&#39;s also a very safe dividend as its distribution-coverage ratio, or the amount of cash flow available for distribution compared to what the company disburses to its shareholders, of 1.8. The ratio should not fall below 1 as that implies the payout is unsustainable. But even during the pandemic, Enterprise&#39;s distribution-coverage ratio never got close to 1 and ended the year at 1.6.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 2 Safest Energy Dividends Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 2 Safest Energy Dividends Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/22/the-2-safest-energy-dividends-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The energy industry had some of the hottest stocks on the market over the past two years, but with fears of a recession potentially dampening demand for oil and gas, the S&P 500 Energy index is down ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/22/the-2-safest-energy-dividends-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EPD":"Enterprise Products Partners L.P","CVX":"雪佛龙"},"source_url":"https://www.fool.com/investing/2022/07/22/the-2-safest-energy-dividends-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253066929","content_text":"The energy industry had some of the hottest stocks on the market over the past two years, but with fears of a recession potentially dampening demand for oil and gas, the S&P 500 Energy index is down 25% since its peak last month.The cost of a barrel of oil is down to around $100 per barrel, and gasoline at the pumps has broken from its record high last month of $5 a gallon. But upstream, midstream, and downstream energy stocks are still taking a beating.That makes it a critical time to consider where you've been putting your money to work and whether you should be investing in dividend stocks to protect your downside. History shows income-generating stocks outperform non-dividend stocks even in the worst of times, so if we're heading into a new period of market turbulence, it may be the right time to find companies that pay a safe dividend and can pad your pockets during this uncertainty.Chevron  and Enterprise Products Partners offer two of the most dependable dividends in the energy sector right now.Chevron As one of the biggest integrated energy companies, Chevron stands to benefit from the global need for fossil fuels that will last for years, decades even. Despite alternative fuel sources filling an increasing percentage of our energy needs, there isn't the capacity available for wind, solar, or biofuels to displace oil and gas as our primary providers.Even though oil's price has dropped from its highs, it remains elevated and will likely stay elevated for some time to come. Chevron has told investors that even if oil drops to $50 a barrel -- what it deems its break-even price -- it would be able to maintain its record-setting stock buyback rate of $10 billion annually plus finance its dividend without worry, while a price of $75 a barrel would allow for further increases in both.It also noted that during the depths of the pandemic lockdown with oil averaging $30 a barrel (there was a point where the price even went negative), Chevron maintained its payout while still investing in its business even as many of its rivals suspended their dividends.The oil giant has a record of increasing its dividend for 35 consecutive years, most recently in January when it hiked the quarterly payout 6% to $1.42 per share, or $5.68 annually. With a healthy yield of 4.1% annually, Chevron is a Dividend Aristocrat, and its payout remains one of the industry's safest.Enterprise Products PartnersUnlike Chevron having its hand in all aspects of the oil and gas supply chain, Enterprise Products Partners specializes in the midstream channel, owning one of the largest pipeline networks in the U.S. with over 50,000 miles of pipeline, 14 billion cubic feet of natural gas storage, and 260 million barrels of storage capacity for natural gas liquids (NGLs), crude oil, refined products, and petrochemicals. It also has 21 NGL processing plants.Enterprise Products Partners is also one of the largest publicly traded partnerships in the country. As the middleman in the process, it thrives because it has a stable stream of revenue and predictable cash flows. Much of its revenue is derived from long-term, fixed-fee, or take-or-pay contracts that mean it gets paid whether its customers accept delivery of the product or not.Although the midstream player doesn't yet have the same longevity as Chevron in raising its dividend, at 23 consecutive years and counting, it is fast closing in on the 25-year threshold needed to become a Dividend Aristocrat.It's also a very safe dividend as its distribution-coverage ratio, or the amount of cash flow available for distribution compared to what the company disburses to its shareholders, of 1.8. The ratio should not fall below 1 as that implies the payout is unsustainable. But even during the pandemic, Enterprise's distribution-coverage ratio never got close to 1 and ended the year at 1.6.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077519191,"gmtCreate":1658540785513,"gmtModify":1676536173809,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"Like please&nbsp;[Cool]&nbsp;","listText":"Like please&nbsp;[Cool]&nbsp;","text":"Like please [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9077519191","repostId":"2253065181","repostType":4,"repost":{"id":"2253065181","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658522173,"share":"https://ttm.financial/m/news/2253065181?lang=&edition=fundamental","pubTime":"2022-07-23 04:36","market":"us","language":"en","title":"US STOCKS-Wall Street Closes Lower As Ad Tech, Social Media Stocks Drop","url":"https://stock-news.laohu8.com/highlight/detail?id=2253065181","media":"Reuters","summary":"Snap Inc shares plunge on slowing growthCommunication services stocks lead sectoral declinesAmEx rai","content":"<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> shares plunge on slowing growth</li><li>Communication services stocks lead sectoral declines</li><li>AmEx raises revenue forecast on resilient card spending</li><li>Indexes down: Dow 0.43%, S&amp;P 500 0.93%, Nasdaq 1.87%</li></ul><p>(Reuters) - U.S. stocks ended lower on Friday as disappointing earnings from Snap spooked investors and shares in social media and ad tech firms dropped, offsetting gains from card issuer American Express following an upbeat forecast.</p><p>Still, all three major indexes posted weekly gains despite Friday&#39;s losses with the tech heavy Nasdaq closing out the week 3.3% higher. The S&amp;P 500 advanced 2.4%, and the Dow gained 2%.</p><p>Snapchat owner posted its weakest-ever quarterly sales growth as a public company, sending Snap Inc&#39;s shares down nearly 40%, while Twitter Inc reversed earlier losses to add 0.8% following a surprise fall in revenue.</p><p>Other online companies that depend heavily on ads, such as tech giants <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc and Alphabet Inc tumbled 7.6% and 5.6%, respectively, weighing on the Nasdaq.</p><p>Meta and Alphabet are set to post their earnings next week, along with mega-cap peers, including Apple Inc, Microsoft Corp and Amazon.com Inc.</p><p>The S&amp;P 500 communication services and information technology tumbled 4.3% and 1.4%, respectively, leading declines among the index&#39;s 11 sectors.</p><p>The Dow Jones Industrial Average fell 137.61 points, or 0.43%, to 31,899.29, the S&amp;P 500 lost 37.32 points, or 0.93%, to 3,961.63 and the Nasdaq Composite dropped 225.50 points, or 1.87%, to 11,834.11.</p><p>&#34;Earnings are coming in less bad than feared, but they&#39;re deteriorating from what we got used to and accustomed to over the last several quarters,&#34; said Bob Doll, CIO at Crossmark Global Investments.</p><p>With 106 of the S&amp;P 500 companies having reported earnings through Friday morning, 75.5% have topped analyst expectations, below the 81% beat rate over the past four quarters, according to Refinitiv data.</p><p>All eyes are on the Federal Reserve&#39;s meeting and second-quarter U.S. gross domestic product data next week. While the U.S. central bank is expected to raise interest rates by 75 basis points to curb runaway inflation, the GDP data is likely to be negative again.</p><p>Meanwhile, a survey on Friday showed that U.S. business activity contracted for the first time in nearly two years in July, deepening concerns about an economy stunted by high inflation, rising interest rates and dwindling consumer confidence.</p><p>“Economic data is coming in weaker.. kind of confirming the fact that a recession is highly likely over the next 12 months. And the markets is trying to figure out what that looks like with economic growth slowing significantly the Fed in the midst of pretty aggressive tightening fiscal,” said Megan Horneman, chief investment officer at Verdence Capital Advisors in Hunt Valley, Maryland.</p><p>Verizon Communications Inc tumbled 6.8% after announcing it cut its annual adjusted profit forecast as inflation weighs. American Express Co rose 1.9% on strong earnings and an increased revenue forecast.</p><p>Volume on U.S. exchanges was 10.38 billion shares, compared with the 11.53 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.43-to-1 ratio; on Nasdaq, a 2.49-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded 32 new highs and 74 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Closes Lower As Ad Tech, Social Media Stocks Drop</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Closes Lower As Ad Tech, Social Media Stocks Drop\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-23 04:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> shares plunge on slowing growth</li><li>Communication services stocks lead sectoral declines</li><li>AmEx raises revenue forecast on resilient card spending</li><li>Indexes down: Dow 0.43%, S&amp;P 500 0.93%, Nasdaq 1.87%</li></ul><p>(Reuters) - U.S. stocks ended lower on Friday as disappointing earnings from Snap spooked investors and shares in social media and ad tech firms dropped, offsetting gains from card issuer American Express following an upbeat forecast.</p><p>Still, all three major indexes posted weekly gains despite Friday&#39;s losses with the tech heavy Nasdaq closing out the week 3.3% higher. The S&amp;P 500 advanced 2.4%, and the Dow gained 2%.</p><p>Snapchat owner posted its weakest-ever quarterly sales growth as a public company, sending Snap Inc&#39;s shares down nearly 40%, while Twitter Inc reversed earlier losses to add 0.8% following a surprise fall in revenue.</p><p>Other online companies that depend heavily on ads, such as tech giants <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc and Alphabet Inc tumbled 7.6% and 5.6%, respectively, weighing on the Nasdaq.</p><p>Meta and Alphabet are set to post their earnings next week, along with mega-cap peers, including Apple Inc, Microsoft Corp and Amazon.com Inc.</p><p>The S&amp;P 500 communication services and information technology tumbled 4.3% and 1.4%, respectively, leading declines among the index&#39;s 11 sectors.</p><p>The Dow Jones Industrial Average fell 137.61 points, or 0.43%, to 31,899.29, the S&amp;P 500 lost 37.32 points, or 0.93%, to 3,961.63 and the Nasdaq Composite dropped 225.50 points, or 1.87%, to 11,834.11.</p><p>&#34;Earnings are coming in less bad than feared, but they&#39;re deteriorating from what we got used to and accustomed to over the last several quarters,&#34; said Bob Doll, CIO at Crossmark Global Investments.</p><p>With 106 of the S&amp;P 500 companies having reported earnings through Friday morning, 75.5% have topped analyst expectations, below the 81% beat rate over the past four quarters, according to Refinitiv data.</p><p>All eyes are on the Federal Reserve&#39;s meeting and second-quarter U.S. gross domestic product data next week. While the U.S. central bank is expected to raise interest rates by 75 basis points to curb runaway inflation, the GDP data is likely to be negative again.</p><p>Meanwhile, a survey on Friday showed that U.S. business activity contracted for the first time in nearly two years in July, deepening concerns about an economy stunted by high inflation, rising interest rates and dwindling consumer confidence.</p><p>“Economic data is coming in weaker.. kind of confirming the fact that a recession is highly likely over the next 12 months. And the markets is trying to figure out what that looks like with economic growth slowing significantly the Fed in the midst of pretty aggressive tightening fiscal,” said Megan Horneman, chief investment officer at Verdence Capital Advisors in Hunt Valley, Maryland.</p><p>Verizon Communications Inc tumbled 6.8% after announcing it cut its annual adjusted profit forecast as inflation weighs. American Express Co rose 1.9% on strong earnings and an increased revenue forecast.</p><p>Volume on U.S. exchanges was 10.38 billion shares, compared with the 11.53 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.43-to-1 ratio; on Nasdaq, a 2.49-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded 32 new highs and 74 new lows.</p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253065181","content_text":"Snap Inc shares plunge on slowing growthCommunication services stocks lead sectoral declinesAmEx raises revenue forecast on resilient card spendingIndexes down: Dow 0.43%, S&P 500 0.93%, Nasdaq 1.87%(Reuters) - U.S. stocks ended lower on Friday as disappointing earnings from Snap spooked investors and shares in social media and ad tech firms dropped, offsetting gains from card issuer American Express following an upbeat forecast.Still, all three major indexes posted weekly gains despite Friday's losses with the tech heavy Nasdaq closing out the week 3.3% higher. The S&P 500 advanced 2.4%, and the Dow gained 2%.Snapchat owner posted its weakest-ever quarterly sales growth as a public company, sending Snap Inc's shares down nearly 40%, while Twitter Inc reversed earlier losses to add 0.8% following a surprise fall in revenue.Other online companies that depend heavily on ads, such as tech giants Meta Platforms Inc and Alphabet Inc tumbled 7.6% and 5.6%, respectively, weighing on the Nasdaq.Meta and Alphabet are set to post their earnings next week, along with mega-cap peers, including Apple Inc, Microsoft Corp and Amazon.com Inc.The S&P 500 communication services and information technology tumbled 4.3% and 1.4%, respectively, leading declines among the index's 11 sectors.The Dow Jones Industrial Average fell 137.61 points, or 0.43%, to 31,899.29, the S&P 500 lost 37.32 points, or 0.93%, to 3,961.63 and the Nasdaq Composite dropped 225.50 points, or 1.87%, to 11,834.11.\"Earnings are coming in less bad than feared, but they're deteriorating from what we got used to and accustomed to over the last several quarters,\" said Bob Doll, CIO at Crossmark Global Investments.With 106 of the S&P 500 companies having reported earnings through Friday morning, 75.5% have topped analyst expectations, below the 81% beat rate over the past four quarters, according to Refinitiv data.All eyes are on the Federal Reserve's meeting and second-quarter U.S. gross domestic product data next week. While the U.S. central bank is expected to raise interest rates by 75 basis points to curb runaway inflation, the GDP data is likely to be negative again.Meanwhile, a survey on Friday showed that U.S. business activity contracted for the first time in nearly two years in July, deepening concerns about an economy stunted by high inflation, rising interest rates and dwindling consumer confidence.“Economic data is coming in weaker.. kind of confirming the fact that a recession is highly likely over the next 12 months. And the markets is trying to figure out what that looks like with economic growth slowing significantly the Fed in the midst of pretty aggressive tightening fiscal,” said Megan Horneman, chief investment officer at Verdence Capital Advisors in Hunt Valley, Maryland.Verizon Communications Inc tumbled 6.8% after announcing it cut its annual adjusted profit forecast as inflation weighs. American Express Co rose 1.9% on strong earnings and an increased revenue forecast.Volume on U.S. exchanges was 10.38 billion shares, compared with the 11.53 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.43-to-1 ratio; on Nasdaq, a 2.49-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded 32 new highs and 74 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904984673,"gmtCreate":1659974954495,"gmtModify":1703476552343,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Comfort]&nbsp;","listText":"[Comfort]&nbsp;","text":"[Comfort]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904984673","repostId":"1179326728","repostType":4,"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072695413,"gmtCreate":1658023200332,"gmtModify":1676536094619,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072695413","repostId":"2251177266","repostType":4,"repost":{"id":"2251177266","kind":"highlight","pubTimestamp":1658017668,"share":"https://ttm.financial/m/news/2251177266?lang=&edition=fundamental","pubTime":"2022-07-17 08:27","market":"us","language":"en","title":"Eight Leveraged Single-Stock ETFs are Launched","url":"https://stock-news.laohu8.com/highlight/detail?id=2251177266","media":"Investopedia","summary":"A new type of risky Exchange Traded Fund (ETF) is available starting this week to U.S. investors as ","content":"<html><head></head><body><p>A new type of risky Exchange Traded Fund (ETF) is available starting this week to U.S. investors as the markets grow more volatile. These are very different from most ETFs, which typically invest in a large number stocks like a mutual fund. By contrast, single-stock ETFs now are being introduced to the market that take leveraged or inverse positions on a single stock. These leveraged single-stock ETFs are not intended for long-term investing. They mimic the performance of an ETF each day times a certain multiple, such as 2x or -2x the performance, for example.</p><h2>Key Takeaways</h2><ul><li>Leveraged single-stock ETFs are not meant for buy-and-hold investors, but for short-term positions.</li><li>The SEC has warned that these complex products are high-risk and volatile, but is divided in its support for them.</li><li>These assets should be used by people with a strong understanding of investing and a high-risk tolerance.</li><li>FINRA is calling for regulators to revamp their oversight and require a knowledge test for investors interested in using single-stock ETFs.</li></ul><h2>A Look at Eight New Leveraged Single-Stock ETFs</h2><p>AXS Investments this week is launching eight new leveraged single-stock ETFs focusing on companies including Tesla Inc. (TSLA), Nvidia Inc. (NVDA), <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Inc. (PYPL), Nike Inc. (NKE), and Pfizer (PFE).</p><p>Specifically, these funds are the: <a href=\"https://laohu8.com/S/TSLQ\">AXS TSLA Bear Daily ETF </a>; <a href=\"https://laohu8.com/S/NVDS\">AXS 1.25X NVDA Bear Daily ETF </a>; <a href=\"https://laohu8.com/S/PYPS\">AXS 1.5X PYPL Bear Daily ETF</a> ; <a href=\"https://laohu8.com/S/PYPT\">AXS 1.5X PYPL Bull Daily ETF</a> ; <a href=\"https://laohu8.com/S/NKEQ\">AXS 2X NKE Bear Daily ETF</a>; <a href=\"https://laohu8.com/S/NKEL\">AXS 2X NKE Bull Daily ETF</a>; <a href=\"https://laohu8.com/S/PFES\">AXS 2X PFE Bear Daily ETF </a>; and <a href=\"https://laohu8.com/S/PFEL\">AXS 2X PFE Bull Daily ETF </a>.</p><p>Europe was the first to launch leveraged and inverse single-stock ETFs in 2018. This is the first time the U.S. is entering the field of single-stock ETFs.</p><h2>Warnings of High Risk</h2><p>The introduction of these ETFs has sparked heated debate among regulators and investors about their risk.</p><p>FINRA, the nongovernmental regulatory authority, questions whether current regulations are enough to oversee leveraged singe-stock ETFs. FINRA is soliciting comment on several issues, including, “Whether the current regulatory framework, which was adopted at a time when the majority of individuals accessed financial products through financial professionals, rather than through self-directed platforms, is appropriately tailored to address current concerns raised by complex products and options.”</p><p>FINRA is also calling for retail customers to demonstrate their understanding of the risk associated with leveraged single-stock ETFs by passing a knowledge check. They recommend that if a customer fails to show proper understanding of the risk, they should be required to complete a course and assessment.</p><p>The Securities and Exchange Commission (SEC), which gave the green light to the new ETFs, appears to be divided on their benefits. Commissioner Caroline Crenshaw is calling for an update to the regulatory framework to better address the risks posed to investors and the markets. In a statement, she raised the question of &#34;whether these products are appropriate in the public interest and consistent with the protection of investors. I strongly encourage my colleagues to consider rulemaking in this case.”</p><p>Lori Schock, the SEC&#39;s Director of the Office of Investor Education and Advocacy, is more supportive, but she also issued a statement warning investors not to hold single-stock ETFs for multiple days. “Importantly, like many other complex exchange-traded products, levered and/or inverse single-stock ETFs aim to provide returns over extremely short time periods (in some cases even a single day). New risks may emerge for investors who hold these products for longer than that.”</p><h2>The Bottom Line</h2><p>Leveraged single-stock ETFs provide new opportunities for investors in a volatile market, but at greater risk. These complex products are not for new investors and should be treated as high-risk. People with a strong base of investing knowledge and a high-risk tolerance should not treat these as buy-and-hold opportunities. They are meant to be used for short-term bets and trading.</p></body></html>","source":"yahoofinance","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>Eight Leveraged Single-Stock ETFs are Launched</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\">\nEight Leveraged Single-Stock ETFs are Launched\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-17 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/first-leveraged-single-stock-etfs-launch-5649193?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr=yahoo><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A new type of risky Exchange Traded Fund (ETF) is available starting this week to U.S. investors as the markets grow more volatile. These are very different from most ETFs, which typically invest in a...</p>\n\n<a href=\"https://www.investopedia.com/first-leveraged-single-stock-etfs-launch-5649193?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr=yahoo\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4146":"鞋类","BK4007":"制药","BK4558":"双十一","BK4566":"资本集团","PYPL":"PayPal","BK4524":"宅经济概念","BK4535":"淡马锡持仓","PFEL":"辉瑞二倍做多ETF-AXS","BK4167":"医疗保健技术","FWRG":"First Watch Restaurant Group, Inc.","BK4527":"明星科技股","BK4543":"AI","PFES":"辉瑞二倍做空ETF-AXS","BK4579":"人工智能","BK4568":"美国抗疫概念","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","HCTI":"Healthcare Triangle, Inc.","BK4183":"个人用品","BK4549":"软银资本持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","PYPS":"PayPal 1.5倍做空ETF-AXS","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","PYPT":"PayPal 1.5倍做多ETF-AXS","NKEL":"耐克二倍做多ETF-AXS","BK4529":"IDC概念","OLPX":"Olaplex Holdings, Inc.","NKEQ":"耐克二倍做空ETF-AXS","NKE":"耐克","TSLQ":"Tradr 2X Short TSLA Daily ETF","BK4539":"次新股","BK4106":"数据处理与外包服务","TSLA":"特斯拉","BK4554":"元宇宙及AR概念","BK4191":"家用电器","PFE":"辉瑞","BK4567":"ESG概念","NVDA":"英伟达","NVDS":"Tradr 1.5X Short NVDA Daily ETF","CRCT":"Cricut, Inc."},"source_url":"https://www.investopedia.com/first-leveraged-single-stock-etfs-launch-5649193?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr=yahoo","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2251177266","content_text":"A new type of risky Exchange Traded Fund (ETF) is available starting this week to U.S. investors as the markets grow more volatile. These are very different from most ETFs, which typically invest in a large number stocks like a mutual fund. By contrast, single-stock ETFs now are being introduced to the market that take leveraged or inverse positions on a single stock. These leveraged single-stock ETFs are not intended for long-term investing. They mimic the performance of an ETF each day times a certain multiple, such as 2x or -2x the performance, for example.Key TakeawaysLeveraged single-stock ETFs are not meant for buy-and-hold investors, but for short-term positions.The SEC has warned that these complex products are high-risk and volatile, but is divided in its support for them.These assets should be used by people with a strong understanding of investing and a high-risk tolerance.FINRA is calling for regulators to revamp their oversight and require a knowledge test for investors interested in using single-stock ETFs.A Look at Eight New Leveraged Single-Stock ETFsAXS Investments this week is launching eight new leveraged single-stock ETFs focusing on companies including Tesla Inc. (TSLA), Nvidia Inc. (NVDA), PayPal Inc. (PYPL), Nike Inc. (NKE), and Pfizer (PFE).Specifically, these funds are the: AXS TSLA Bear Daily ETF ; AXS 1.25X NVDA Bear Daily ETF ; AXS 1.5X PYPL Bear Daily ETF ; AXS 1.5X PYPL Bull Daily ETF ; AXS 2X NKE Bear Daily ETF; AXS 2X NKE Bull Daily ETF; AXS 2X PFE Bear Daily ETF ; and AXS 2X PFE Bull Daily ETF .Europe was the first to launch leveraged and inverse single-stock ETFs in 2018. This is the first time the U.S. is entering the field of single-stock ETFs.Warnings of High RiskThe introduction of these ETFs has sparked heated debate among regulators and investors about their risk.FINRA, the nongovernmental regulatory authority, questions whether current regulations are enough to oversee leveraged singe-stock ETFs. FINRA is soliciting comment on several issues, including, “Whether the current regulatory framework, which was adopted at a time when the majority of individuals accessed financial products through financial professionals, rather than through self-directed platforms, is appropriately tailored to address current concerns raised by complex products and options.”FINRA is also calling for retail customers to demonstrate their understanding of the risk associated with leveraged single-stock ETFs by passing a knowledge check. They recommend that if a customer fails to show proper understanding of the risk, they should be required to complete a course and assessment.The Securities and Exchange Commission (SEC), which gave the green light to the new ETFs, appears to be divided on their benefits. Commissioner Caroline Crenshaw is calling for an update to the regulatory framework to better address the risks posed to investors and the markets. In a statement, she raised the question of \"whether these products are appropriate in the public interest and consistent with the protection of investors. I strongly encourage my colleagues to consider rulemaking in this case.”Lori Schock, the SEC's Director of the Office of Investor Education and Advocacy, is more supportive, but she also issued a statement warning investors not to hold single-stock ETFs for multiple days. “Importantly, like many other complex exchange-traded products, levered and/or inverse single-stock ETFs aim to provide returns over extremely short time periods (in some cases even a single day). New risks may emerge for investors who hold these products for longer than that.”The Bottom LineLeveraged single-stock ETFs provide new opportunities for investors in a volatile market, but at greater risk. These complex products are not for new investors and should be treated as high-risk. People with a strong base of investing knowledge and a high-risk tolerance should not treat these as buy-and-hold opportunities. They are meant to be used for short-term bets and trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905138081,"gmtCreate":1659837182845,"gmtModify":1703766900748,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","listText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","text":"[Call] [Call] [Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905138081","repostId":"2257755122","repostType":4,"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909035163,"gmtCreate":1658791345252,"gmtModify":1676536206444,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"Like&nbsp;[Cool]&nbsp;","listText":"Like&nbsp;[Cool]&nbsp;","text":"Like [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9909035163","repostId":"1108375477","repostType":4,"repost":{"id":"1108375477","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658789741,"share":"https://ttm.financial/m/news/1108375477?lang=&edition=fundamental","pubTime":"2022-07-26 06:55","market":"us","language":"en","title":"S&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1108375477","media":"Reuters","summary":"Apple, Amazon.com among companies to report earnings this weekFOMC to kick off two-day policy meetin","content":"<html><head></head><body><ul><li>Apple, Amazon.com among companies to report earnings this week</li><li>FOMC to kick off two-day policy meeting from Tuesday</li><li>Miner Newmont falls after raising annual cost forecast</li><li>Indexes: Dow up 0.3%, S&amp;P 500 up 0.1%, Nasdaq down 0.4%</li></ul><p>NEW YORK, July 25 (Reuters) - The S&amp;P 500 see-sawed on Monday and ended close to unchanged as investors girded for an expected rate hike at a Federal Reserve meeting this week and earnings from several large-cap growth companies.</p><p>The Nasdaq ended lower, and S&amp;P 500 technology and consumer discretionary led declines among major S&amp;P sectors. The energy sector gained along with oil prices.</p><p>&#34;Right now we&#39;re just in a holding pattern waiting for all those developments to play out,&#34; said Michael O&#39;Rourke, chief market strategist at JonesTrading in Stamford, Connecticut.</p><p>The Fed is expected to announce a 75 basis-point rate hike at the end of its two-day monetary policy meeting on Wednesday, effectively ending pandemic-era support for the U.S. economy.</p><p>Comments by Fed Chairman Jerome Powell following the announcement will be key, as some investors worry that aggressive rate hikes could tip the U.S. economy into recession.</p><p>This week is expected to be the busiest in the second-quarter reporting period, with results from about 170 S&amp;P 500 companies due. Microsoft Corp and Google-parent Alphabet are due to report Tuesday. Apple Inc and Amazon.com Inc are set for Thursday.</p><p>&#34;It&#39;s a crucial earnings season for the market, especially given the (recent) attempt by Nasdaq to climb higher,&#34; said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>The Nasdaq, which has led declines among major sectors this year, gained more than 3% last week.</p><p>The Dow Jones Industrial Average rose 90.75 points, or 0.28%, to 31,990.04, the S&amp;P 500 gained 5.21 points, or 0.13%, to 3,966.84 and the Nasdaq Composite dropped 51.45 points, or 0.43%, to 11,782.67.</p><p>After the closing bell, shares of Walmart were down nearly 10% after the retailer said it was cutting its forecast for full-year profit and blamed food and fuel inflation.</p><p>S&amp;P 500 earnings are expected to have climbed 6.1% for the second quarter from the year-ago period, according to IBES data from Refinitiv. Along with inflation and rising interest rates, investors have been concerned about the impact of currency headwinds and lingering supply chain issues for companies this earnings season.</p><p>Tuesday brings reports on two housing indicators - the S&amp;P Case-Shiller&#39;s 20-city composite and the Commerce Department&#39;s new home sales number.</p><p>Recent housing data has suggested the sector may be a harbinger of a cooling economy.</p><p>Newmont Corp fell 13.2% after the miner raised its annual cost forecast and missed its second-quarter profit, hurt by lower gold prices and inflationary pressures.</p><p>Volume on U.S. exchanges was 9.34 billion shares, compared with the 11.0 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 50 new highs and 105 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-26 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Apple, Amazon.com among companies to report earnings this week</li><li>FOMC to kick off two-day policy meeting from Tuesday</li><li>Miner Newmont falls after raising annual cost forecast</li><li>Indexes: Dow up 0.3%, S&amp;P 500 up 0.1%, Nasdaq down 0.4%</li></ul><p>NEW YORK, July 25 (Reuters) - The S&amp;P 500 see-sawed on Monday and ended close to unchanged as investors girded for an expected rate hike at a Federal Reserve meeting this week and earnings from several large-cap growth companies.</p><p>The Nasdaq ended lower, and S&amp;P 500 technology and consumer discretionary led declines among major S&amp;P sectors. The energy sector gained along with oil prices.</p><p>&#34;Right now we&#39;re just in a holding pattern waiting for all those developments to play out,&#34; said Michael O&#39;Rourke, chief market strategist at JonesTrading in Stamford, Connecticut.</p><p>The Fed is expected to announce a 75 basis-point rate hike at the end of its two-day monetary policy meeting on Wednesday, effectively ending pandemic-era support for the U.S. economy.</p><p>Comments by Fed Chairman Jerome Powell following the announcement will be key, as some investors worry that aggressive rate hikes could tip the U.S. economy into recession.</p><p>This week is expected to be the busiest in the second-quarter reporting period, with results from about 170 S&amp;P 500 companies due. Microsoft Corp and Google-parent Alphabet are due to report Tuesday. Apple Inc and Amazon.com Inc are set for Thursday.</p><p>&#34;It&#39;s a crucial earnings season for the market, especially given the (recent) attempt by Nasdaq to climb higher,&#34; said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>The Nasdaq, which has led declines among major sectors this year, gained more than 3% last week.</p><p>The Dow Jones Industrial Average rose 90.75 points, or 0.28%, to 31,990.04, the S&amp;P 500 gained 5.21 points, or 0.13%, to 3,966.84 and the Nasdaq Composite dropped 51.45 points, or 0.43%, to 11,782.67.</p><p>After the closing bell, shares of Walmart were down nearly 10% after the retailer said it was cutting its forecast for full-year profit and blamed food and fuel inflation.</p><p>S&amp;P 500 earnings are expected to have climbed 6.1% for the second quarter from the year-ago period, according to IBES data from Refinitiv. Along with inflation and rising interest rates, investors have been concerned about the impact of currency headwinds and lingering supply chain issues for companies this earnings season.</p><p>Tuesday brings reports on two housing indicators - the S&amp;P Case-Shiller&#39;s 20-city composite and the Commerce Department&#39;s new home sales number.</p><p>Recent housing data has suggested the sector may be a harbinger of a cooling economy.</p><p>Newmont Corp fell 13.2% after the miner raised its annual cost forecast and missed its second-quarter profit, hurt by lower gold prices and inflationary pressures.</p><p>Volume on U.S. exchanges was 9.34 billion shares, compared with the 11.0 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 50 new highs and 105 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","WMT":"沃尔玛","NEM":"纽曼矿业"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108375477","content_text":"Apple, Amazon.com among companies to report earnings this weekFOMC to kick off two-day policy meeting from TuesdayMiner Newmont falls after raising annual cost forecastIndexes: Dow up 0.3%, S&P 500 up 0.1%, Nasdaq down 0.4%NEW YORK, July 25 (Reuters) - The S&P 500 see-sawed on Monday and ended close to unchanged as investors girded for an expected rate hike at a Federal Reserve meeting this week and earnings from several large-cap growth companies.The Nasdaq ended lower, and S&P 500 technology and consumer discretionary led declines among major S&P sectors. The energy sector gained along with oil prices.\"Right now we're just in a holding pattern waiting for all those developments to play out,\" said Michael O'Rourke, chief market strategist at JonesTrading in Stamford, Connecticut.The Fed is expected to announce a 75 basis-point rate hike at the end of its two-day monetary policy meeting on Wednesday, effectively ending pandemic-era support for the U.S. economy.Comments by Fed Chairman Jerome Powell following the announcement will be key, as some investors worry that aggressive rate hikes could tip the U.S. economy into recession.This week is expected to be the busiest in the second-quarter reporting period, with results from about 170 S&P 500 companies due. Microsoft Corp and Google-parent Alphabet are due to report Tuesday. Apple Inc and Amazon.com Inc are set for Thursday.\"It's a crucial earnings season for the market, especially given the (recent) attempt by Nasdaq to climb higher,\" said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.The Nasdaq, which has led declines among major sectors this year, gained more than 3% last week.The Dow Jones Industrial Average rose 90.75 points, or 0.28%, to 31,990.04, the S&P 500 gained 5.21 points, or 0.13%, to 3,966.84 and the Nasdaq Composite dropped 51.45 points, or 0.43%, to 11,782.67.After the closing bell, shares of Walmart were down nearly 10% after the retailer said it was cutting its forecast for full-year profit and blamed food and fuel inflation.S&P 500 earnings are expected to have climbed 6.1% for the second quarter from the year-ago period, according to IBES data from Refinitiv. Along with inflation and rising interest rates, investors have been concerned about the impact of currency headwinds and lingering supply chain issues for companies this earnings season.Tuesday brings reports on two housing indicators - the S&P Case-Shiller's 20-city composite and the Commerce Department's new home sales number.Recent housing data has suggested the sector may be a harbinger of a cooling economy.Newmont Corp fell 13.2% after the miner raised its annual cost forecast and missed its second-quarter profit, hurt by lower gold prices and inflationary pressures.Volume on U.S. exchanges was 9.34 billion shares, compared with the 11.0 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 50 new highs and 105 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077092712,"gmtCreate":1658425678036,"gmtModify":1676536156371,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077092712","repostId":"1146734237","repostType":4,"repost":{"id":"1146734237","kind":"news","pubTimestamp":1658416042,"share":"https://ttm.financial/m/news/1146734237?lang=&edition=fundamental","pubTime":"2022-07-21 23:07","market":"us","language":"en","title":"Palantir Q2'22 Preview: What Investors Can Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=1146734237","media":"seekingalpha","summary":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite go","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir will report its second quarter in three weeks.</li><li>Recent contract wins could reignite government-sourced revenue growth going forward.</li><li>Most important figures for Q2&#39;22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1337a14721b40a7c4630848fd86793c9\" tg-width=\"1080\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p>In less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.</p><p><b>Palantir’s Q2’22: Guidance versus expectations</b></p><p>For the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.</p><p>Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae0d8c2bc654db934a8c0659f605d0ee\" tg-width=\"968\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p><b>Customer monetization could make a difference for Palantir</b></p><p>While new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.</p><p>Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36d0079b19aac177847fce51c57c44ed\" tg-width=\"1280\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>My expectations for Palantir’s Q2’22 are:</p><ul><li>136-140% year over year US commercial revenue growth, sixth straight quarter of top line acceleration</li><li>A total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accounts</li><li>Commercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2&#39;22</li><li>Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentum</li><li>Continual quarter over quarter growth in ACV (average account value) and billings</li></ul><p>Average revenue for the largest 20 customers grew 24% year over year to $45M in Q1&#39;22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.</p><p><b>Low EPS expectations</b></p><p>In each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.</p><p>For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn&#39;t expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/911bd934e283be62ffc078fb5f474986\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>New U.S. Army Contract Win</b></p><p>Just before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.</p><p><b>Risks with Palantir</b></p><p>The two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.</p><p>What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.</p><p><b>Final thoughts</b></p><p>Palantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Q2'22 Preview: What Investors Can Expect</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\">\nPalantir Q2'22 Preview: What Investors Can Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 23:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146734237","content_text":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.Michael ViIn less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.Palantir’s Q2’22: Guidance versus expectationsFor the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.PalantirCustomer monetization could make a difference for PalantirWhile new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.PalantirMy expectations for Palantir’s Q2’22 are:136-140% year over year US commercial revenue growth, sixth straight quarter of top line accelerationA total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accountsCommercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2'22Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentumContinual quarter over quarter growth in ACV (average account value) and billingsAverage revenue for the largest 20 customers grew 24% year over year to $45M in Q1'22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.Low EPS expectationsIn each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn't expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.Seeking AlphaNew U.S. Army Contract WinJust before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.Risks with PalantirThe two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.Final thoughtsPalantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905422442,"gmtCreate":1659927324788,"gmtModify":1703476081262,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Comfort]&nbsp;","listText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Comfort]&nbsp;","text":"[Call] [Call] [Call] [Call] [Call] [Comfort]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905422442","repostId":"2257743302","repostType":4,"repost":{"id":"2257743302","kind":"highlight","pubTimestamp":1659913279,"share":"https://ttm.financial/m/news/2257743302?lang=&edition=fundamental","pubTime":"2022-08-08 07:01","market":"us","language":"en","title":"Palantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2257743302","media":"barrons","summary":"Second-quarter earnings season continues this week, while a pair of July inflation figures and consu","content":"<html><head></head><body><p>Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.</p><p>On Monday, Palantir, Tyson Foods, BioNTech, AIG, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> will report. Coinbase Global, Norwegian Cruise Line Holdings, Sysco, and Ralph Lauren go on Tuesday, followed by Walt Disney and Fox Corp on Wednesday. Cardinal Health, Rivian Automotive, and <a href=\"https://laohu8.com/S/ILMN\">Illumina</a> report on Thursday, then Broadridge Financial Solutions closes the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/d7365de7079bf0cabc8bf5ebaba40021\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>Economic data out this week will include the Bureau of Labor Statistics&#39; Consumer Price Index for July on Wednesday. Economists are expecting a 0.2% rise in the headline index and a 0.5% increase in the core CPI last month. On Thursday, the BLS will report the Producer Price Index for July. That&#39;s forecasted to have risen 0.3% at the index level and 0.4% for the core.</p><p>On Tuesday, the National Federation of Independent Business will release the Small Business Optimism Index for July, then the University of Michigan reports the August Consumer Sentiment Index on Friday. Both surveys have shown declining optimism in recent months.</p><p><b>Monday 8/8</b></p><p>Palantir, American International Group, Barrick Gold, BioNTech, Dominion Energy, International Flavors &amp; Fragrances, Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive Software, and Tyson Foods report earnings.</p><p><b>Tuesday 8/9</b></p><p>Coinbase Global, Emerson Electric, Norwegian Cruise Line Holdings, Ralph Lauren, Sysco, <a href=\"https://laohu8.com/S/TDG\">TransDigm</a> Group, and <a href=\"https://laohu8.com/S/WELL\">Welltower</a> announce quarterly results.</p><p>Nielsen Holdings convenes a special shareholder meeting to seek approval to be acquired by a private-equity consortium led by Elliott Investment Management. The proposed deal values the TV-ratings firm at $16 billion, including debt.</p><p>The National Federation of Independent Business releases its Small Business Optimism Index for July. Consensus estimate is for a 89 reading, slightly less than June&#39;s 89.5, which is the lowest reading since early 2013. Small-business owners expecting better business conditions over the next six months were at a net negative 61% in June, the lowest level recorded in the 48-year history of the survey.</p><p>The Bureau of Labor Statistics reports preliminary employee compensation and productivity data for the second quarter. Unit labor costs are expected to increase at a seasonally adjusted annual rate of 6.7%, while productivity is seen declining 4.1%. This compares with a 12.6% jump and 7.3% decrease, respectively, in the first quarter.</p><p><b>Wednesday 8/10</b></p><p>Walt Disney releases fiscal-third quarter 2022 results.</p><p>The BLS releases the consumer price index for July. Economists forecast a 8.7% year-over-year rise, compared with a 9.1% jump in June. The core CPI, which excludes volatile food and energy prices, is seen increasing 6.1%, versus a 5.9% gain previously. The 9.1% reading was the highest since 1981, while the core CPI is off slightly from the recent peak of 6.5% in March. The S&amp;P 500 index jumped 9.1% in July, its best month since November 2020, in anticipation of a less hawkish Federal Reserve on the assumption that inflation has peaked.</p><p><b>Thursday 8/11</b></p><p>The BLS releases the producer price index for July. Consensus estimate is for a 10.4% year-over-year increase, less than June&#39;s 11.3%. The core PPI, which excludes food and energy prices, is expected to rise 7.7%, down from 8.2%.</p><p>Brookfield Asset Management, Cardinal Health, Illumina, ResMed, and Rivian Automotive hold conference calls to discuss quarterly results.</p><p><b>Friday 8/12</b></p><p>Broadridge Financial Solutions reports earnings.</p><p>The University of Michigan releases its Consumer Sentiment Index for August. The consensus call is for a 53 reading, slightly more than July&#39;s 51.5. The index is near its record low, as inflation remains top of mind for consumers.</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>Palantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors 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\">\nPalantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 07:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/disney-coinbase-biontech-rivian-and-other-stocks-for-investors-to-watch-this-week-51659898822?mod=hp_LATEST><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.On Monday, Palantir, ...</p>\n\n<a href=\"https://www.barrons.com/articles/disney-coinbase-biontech-rivian-and-other-stocks-for-investors-to-watch-this-week-51659898822?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":{"RIVN":"Rivian Automotive, Inc.","NVAX":"诺瓦瓦克斯医药","SYY":"西思科公司","ILMN":"Illumina",".DJI":"道琼斯","SAVE":"Spirit Airlines","COIN":"Coinbase Global, Inc.","APP":"AppLovin Corporation",".IXIC":"NASDAQ Composite","TTWO":"Take-Two Interactive Software","U":"Unity Software Inc.",".SPX":"S&P 500 Index","PLTR":"Palantir Technologies Inc.","CPNG":"Coupang, Inc.","NCLH":"挪威邮轮","ISBC":"投资者银行","RBLX":"Roblox Corporation","TSN":"泰森食品","UPST":"Upstart Holdings, Inc.","DIS":"迪士尼","CAH":"卡地纳健康","BNTX":"BioNTech SE","FOXA":"福克斯-A","INO":"伊诺维奥制药","BR":"Broadridge金融解决方案","JMIA":"Jumia Technologies AG","GOOS":"加拿大鹅"},"source_url":"https://www.barrons.com/articles/disney-coinbase-biontech-rivian-and-other-stocks-for-investors-to-watch-this-week-51659898822?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257743302","content_text":"Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.On Monday, Palantir, Tyson Foods, BioNTech, AIG, and Take-Two Interactive Software will report. Coinbase Global, Norwegian Cruise Line Holdings, Sysco, and Ralph Lauren go on Tuesday, followed by Walt Disney and Fox Corp on Wednesday. Cardinal Health, Rivian Automotive, and Illumina report on Thursday, then Broadridge Financial Solutions closes the week on Friday.Economic data out this week will include the Bureau of Labor Statistics' Consumer Price Index for July on Wednesday. Economists are expecting a 0.2% rise in the headline index and a 0.5% increase in the core CPI last month. On Thursday, the BLS will report the Producer Price Index for July. That's forecasted to have risen 0.3% at the index level and 0.4% for the core.On Tuesday, the National Federation of Independent Business will release the Small Business Optimism Index for July, then the University of Michigan reports the August Consumer Sentiment Index on Friday. Both surveys have shown declining optimism in recent months.Monday 8/8Palantir, American International Group, Barrick Gold, BioNTech, Dominion Energy, International Flavors & Fragrances, Take-Two Interactive Software, and Tyson Foods report earnings.Tuesday 8/9Coinbase Global, Emerson Electric, Norwegian Cruise Line Holdings, Ralph Lauren, Sysco, TransDigm Group, and Welltower announce quarterly results.Nielsen Holdings convenes a special shareholder meeting to seek approval to be acquired by a private-equity consortium led by Elliott Investment Management. The proposed deal values the TV-ratings firm at $16 billion, including debt.The National Federation of Independent Business releases its Small Business Optimism Index for July. Consensus estimate is for a 89 reading, slightly less than June's 89.5, which is the lowest reading since early 2013. Small-business owners expecting better business conditions over the next six months were at a net negative 61% in June, the lowest level recorded in the 48-year history of the survey.The Bureau of Labor Statistics reports preliminary employee compensation and productivity data for the second quarter. Unit labor costs are expected to increase at a seasonally adjusted annual rate of 6.7%, while productivity is seen declining 4.1%. This compares with a 12.6% jump and 7.3% decrease, respectively, in the first quarter.Wednesday 8/10Walt Disney releases fiscal-third quarter 2022 results.The BLS releases the consumer price index for July. Economists forecast a 8.7% year-over-year rise, compared with a 9.1% jump in June. The core CPI, which excludes volatile food and energy prices, is seen increasing 6.1%, versus a 5.9% gain previously. The 9.1% reading was the highest since 1981, while the core CPI is off slightly from the recent peak of 6.5% in March. The S&P 500 index jumped 9.1% in July, its best month since November 2020, in anticipation of a less hawkish Federal Reserve on the assumption that inflation has peaked.Thursday 8/11The BLS releases the producer price index for July. Consensus estimate is for a 10.4% year-over-year increase, less than June's 11.3%. The core PPI, which excludes food and energy prices, is expected to rise 7.7%, down from 8.2%.Brookfield Asset Management, Cardinal Health, Illumina, ResMed, and Rivian Automotive hold conference calls to discuss quarterly results.Friday 8/12Broadridge Financial Solutions reports earnings.The University of Michigan releases its Consumer Sentiment Index for August. The consensus call is for a 53 reading, slightly more than July's 51.5. The index is near its record low, as inflation remains top of mind for consumers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905138697,"gmtCreate":1659837241021,"gmtModify":1703766901557,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"To the moon&nbsp;","listText":"To the moon&nbsp;","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905138697","repostId":"1153380051","repostType":4,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905131642,"gmtCreate":1659837158888,"gmtModify":1703766899934,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","listText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","text":"[Call] [Call] [Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905131642","repostId":"1190917927","repostType":4,"repost":{"id":"1190917927","kind":"news","pubTimestamp":1659836440,"share":"https://ttm.financial/m/news/1190917927?lang=&edition=fundamental","pubTime":"2022-08-07 09:40","market":"us","language":"en","title":"Meta Sales Decline: Facebook Now An Old Cyclical Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1190917927","media":"Seeking Alpha","summary":"SummaryAs market share growth inevitably declines, industry cycles come to dominate changes in compa","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>As market share growth inevitably declines, industry cycles come to dominate changes in company sales.</li><li>Being cyclical is not awful, though in downturns it’s certainly less fun than being stable. And having grown rapidly is good, assuming profits came along with the sales growth.</li><li>Cycles don’t only go down, they also go up, and often unexpectedly. Business leaders must consider - when conditions are at their worst - how they will meet increased demand when it comes.</li></ul><p>Facebook and its parent company Meta Platforms (META) have not lost their mojo. They have simply grown to the point where the advertising cycle dominates company revenues. That’s the cause of their recent revenue decline and the likely fate of other tech businesses. The companies that appeared brilliant when young and growing rapidly now look like old rust-belt companies moving up and down with the business cycle.</p><p>Advertising has always been a cyclical industry, at least as long as data has been collected. Looking as far back as 1919, total advertising adjusted for inflation grew 5.7% per year outside of recessions but fell 5.6% in recession years.</p><p>Although marketing people often say that it’s in recessions when a company should ramp up its advertising, the math just doesn’t work out that way. But the cold, hard facts of advertising show that actual dollars spent decline in economic downturns.</p><p>The larger a company’s market share grows, the more it will be influenced by overall industry trends and the less that the company’s own trajectory matters to sales. That seems to be the case with Amazon&#39;s (AMZN)online store sales, which dropped in the second quarter of 2022. That will also be true of Tesla (TSLA) when (and if) it achieves the market share of General Motors (GM) or Toyota (TM) - they will ride the auto industry cycle rather than continue growing market share.</p><p>Think of a large and very cyclical industry, such as steel or automobiles or paper. Now imagine a small company with better management or technology. It begins with just a small fraction of one percent of total industry sales, but it grows by 50% a year. This company will appear to be non-cyclical. Its sales growth will reflect how well it deals with its own growing pains and how it makes breakthroughs to win more customers. At first, the industry cycle dictates where a particular year’s growth is 55% or just 45%. Even the smaller number is pretty amazing in a mature industry.</p><p>Eventually, the law of diminishing returns will set in, and growth will drop from 50% a year to 30% or 20%. But that early growth has made it a large part of the total industry. Now, the industry cycle may peg growth at 25% in good years or 15% in poor years. It’s still not very cyclical, at least compared to the legacy companies. As market share growth inevitably declines, though, industry cycles come to dominate changes in company sales. And that’s where Meta finds itself.</p><p>Being cyclical is not awful, though in downturns it’s certainly less fun than being stable. And having grown rapidly is good, assuming profits came along with the sales growth. The challenge for business leadership is understanding the new problems to be dealt with.</p><p>In the early days of the tech company, achieving growth is the key. Whether the economy grows by two percent or three percent is irrelevant, because a great new product can achieve more sales regardless of the economy.</p><p>In the cyclical stage, though, company leadership must think through what business cycles mean. By how much will revenues drop in a recession? Will spending have to be cut? Probably yes. And how should it be cut? Staff layoffs, less marketing, slow down capital spending or eliminate goat yoga classes for employees?</p><p>Cycles don’t only go down, they also go up, and often unexpectedly. Business leaders must consider - when conditions are at their worst - how they will meet increased demand when it comes. That could require adding employees, equipment, locations, and financing all of this expansion before invoices are paid.</p><p>Growing is good, and growing to the point that the business becomes cyclical is what happens when growth continues long enough. New skills are needed. That’s true of Meta and all the other great companies with great ideas.</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>Meta Sales Decline: Facebook Now An Old Cyclical Business</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\">\nMeta Sales Decline: Facebook Now An Old Cyclical Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 09:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4530161-meta-sales-decline-facebook-old-cyclical?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A6><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs market share growth inevitably declines, industry cycles come to dominate changes in company sales.Being cyclical is not awful, though in downturns it’s certainly less fun than being stable....</p>\n\n<a href=\"https://seekingalpha.com/article/4530161-meta-sales-decline-facebook-old-cyclical?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/article/4530161-meta-sales-decline-facebook-old-cyclical?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190917927","content_text":"SummaryAs market share growth inevitably declines, industry cycles come to dominate changes in company sales.Being cyclical is not awful, though in downturns it’s certainly less fun than being stable. And having grown rapidly is good, assuming profits came along with the sales growth.Cycles don’t only go down, they also go up, and often unexpectedly. Business leaders must consider - when conditions are at their worst - how they will meet increased demand when it comes.Facebook and its parent company Meta Platforms (META) have not lost their mojo. They have simply grown to the point where the advertising cycle dominates company revenues. That’s the cause of their recent revenue decline and the likely fate of other tech businesses. The companies that appeared brilliant when young and growing rapidly now look like old rust-belt companies moving up and down with the business cycle.Advertising has always been a cyclical industry, at least as long as data has been collected. Looking as far back as 1919, total advertising adjusted for inflation grew 5.7% per year outside of recessions but fell 5.6% in recession years.Although marketing people often say that it’s in recessions when a company should ramp up its advertising, the math just doesn’t work out that way. But the cold, hard facts of advertising show that actual dollars spent decline in economic downturns.The larger a company’s market share grows, the more it will be influenced by overall industry trends and the less that the company’s own trajectory matters to sales. That seems to be the case with Amazon's (AMZN)online store sales, which dropped in the second quarter of 2022. That will also be true of Tesla (TSLA) when (and if) it achieves the market share of General Motors (GM) or Toyota (TM) - they will ride the auto industry cycle rather than continue growing market share.Think of a large and very cyclical industry, such as steel or automobiles or paper. Now imagine a small company with better management or technology. It begins with just a small fraction of one percent of total industry sales, but it grows by 50% a year. This company will appear to be non-cyclical. Its sales growth will reflect how well it deals with its own growing pains and how it makes breakthroughs to win more customers. At first, the industry cycle dictates where a particular year’s growth is 55% or just 45%. Even the smaller number is pretty amazing in a mature industry.Eventually, the law of diminishing returns will set in, and growth will drop from 50% a year to 30% or 20%. But that early growth has made it a large part of the total industry. Now, the industry cycle may peg growth at 25% in good years or 15% in poor years. It’s still not very cyclical, at least compared to the legacy companies. As market share growth inevitably declines, though, industry cycles come to dominate changes in company sales. And that’s where Meta finds itself.Being cyclical is not awful, though in downturns it’s certainly less fun than being stable. And having grown rapidly is good, assuming profits came along with the sales growth. The challenge for business leadership is understanding the new problems to be dealt with.In the early days of the tech company, achieving growth is the key. Whether the economy grows by two percent or three percent is irrelevant, because a great new product can achieve more sales regardless of the economy.In the cyclical stage, though, company leadership must think through what business cycles mean. By how much will revenues drop in a recession? Will spending have to be cut? Probably yes. And how should it be cut? Staff layoffs, less marketing, slow down capital spending or eliminate goat yoga classes for employees?Cycles don’t only go down, they also go up, and often unexpectedly. Business leaders must consider - when conditions are at their worst - how they will meet increased demand when it comes. That could require adding employees, equipment, locations, and financing all of this expansion before invoices are paid.Growing is good, and growing to the point that the business becomes cyclical is what happens when growth continues long enough. New skills are needed. That’s true of Meta and all the other great companies with great ideas.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901549500,"gmtCreate":1659236776000,"gmtModify":1676536275568,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"Like&nbsp;[Smile]&nbsp;","listText":"Like&nbsp;[Smile]&nbsp;","text":"Like [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901549500","repostId":"1165172007","repostType":4,"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900642926,"gmtCreate":1658709664765,"gmtModify":1676536194993,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900642926","repostId":"2254296074","repostType":4,"repost":{"id":"2254296074","kind":"highlight","pubTimestamp":1658713622,"share":"https://ttm.financial/m/news/2254296074?lang=&edition=fundamental","pubTime":"2022-07-25 09:47","market":"us","language":"en","title":"Fed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2254296074","media":"Yahoo Finance","summary":"The busiest week of the year for investors is here.A jam-packed week of market-moving developments a","content":"<html><head></head><body><p>The busiest week of the year for investors is here.</p><p>A jam-packed week of market-moving developments awaits investors in the coming days, headlined by the Fed, tech earnings, and key economic data.</p><p>The Federal Reserve&#39;s latest policy meeting is set to take place this coming Tuesday and Wednesday, July 26-27, with the central bank expected to raise interest rates another 75 basis points.</p><p>On the earnings side, some of the most S&amp;P 500’s most heavily-weighted components — including Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (FB), Apple (AAPL), and Amazon (AMZN) — are among more than 170 companies scheduled to report second-quarter results through Friday.</p><p><img src=\"https://static.tigerbbs.com/4ada7b243e14854832b5370b492cab57\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>Also on spotlight will be Thursday&#39;s advance estimate of second quarter GDP, as market participants continue to debate whether a recession is already underway. Economists expect this report to show the economy grew at an annualized pace of 0.5% last quarter, according to estimates from Bloomberg.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0257c07b94036425ca0041e05623685c\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>Logo of an Apple store is seen as Apple Inc. reports fourth quarter earnings in Washington, U.S., January 27, 2022. REUTERS/Joshua Roberts</span></p><p>All three major U.S. indexes logged gains last week after broad-based advances across sectors. On Tuesday, 98% of stocks in the benchmark S&amp;P 500 advanced, the most since December 26, 2018, the first trading day after the market bottom that occurred on December 24, 2018, according to data from LPL Financial.</p><p>Recent gains have pushed up the index by roughly 6% since June 16, stoking optimism among some investors that the worst of the recent market downturn is over.</p><p>“While breadth has been rather unimpressive during the market’s rally since the June lows, days like Tuesday are exactly what we are looking for, and can go a long way towards changing the character of this market,” LPL strategist Scott Brown said in a note. “To be clear, the S&amp;P 500 is not out of the woods yet.”</p><p>Tuesday pushed the index to a close above the 50-day moving average for the first time since April 20, but it remained just short of the late-June intraday highs, Brown pointed out.</p><p>If the Federal Reserve proceeds with hiking rates three quarters of a percentage point later this week, the Federal funds rate will have moved from near 0% less than five months ago to a range of 2.25%-2.5% — a level in line with most officials’ estimates of the long-run neutral.</p><p>“The Fed has told us they’re unlikely to let up on the brakes until they see a convincing shift in the trajectory of monthly inflation readings that would signal progress towards the Fed’s 2% target,” PGIM Fixed Income lead economist Ellen Gaske said in emailed comments. “We expect Powell will likely reiterate that message at his post-meeting press conference.”</p><p>Federal Reserve Chair Jerome Powell is set to deliver remarks at 2:30 p.m. ET Wednesday, shortly after the U.S. central bank’s policy decision comes out at 2:00 p.m. ET.</p><p>“We suspect it’s likely too soon for the Fed to convey a much more forward-looking point of view, as the most recent inflation readings still showed high and widespread price pressures,” Gaske said. “But with each additional hike from here, the lagged effects of the Fed’s tightening measures will be increasingly important to consider.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59626e18211886e9fe5f70ddf13a84e5\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>WASHINGTON, DC - JUNE 23: Jerome Powell, Chairman of the Board of Governors of the Federal Reserve System testifies before the House Committee on Financial Services June 23, 2022 in Washington, DC. Powell testified on monetary policy and the state of the U.S. economy. (Photo by Win McNamee/Getty Images)</span></p><p>Last month, U.S. consumer prices again accelerated at the fastest annual pace since November 1981. The Bureau of Labor Statistics&#39; Consumer Price Index (CPI) reflected a year-over-year increase of 9.1% in June’s reading, marking the highest print of the inflation cycle.</p><p>Economists at Goldman Sachs said in a note last week that inflation expectations have notably softened since the FOMC last met in June, referencing downward revisions to the University of Michigan’s final read on 5-10 year inflation expectations, a decline in the survey’s preliminary July figure, and a “material” downtrend in market-based measures of inflation.</p><p>“This softening of inflation expectations is one reason why we expect the FOMC will not accelerate the near-term hiking pace and will deliver a 75bp hike at the July FOMC meeting,” Goldman economists led by Jan Hatzius said.</p><p>In addition to the Fed and earnings, investors will closely watch the government’s first estimate of gross domestic product – the broadest measure of economic activity — for the second quarter, set for release Thursday morning.</p><p>The Atlanta Federal Reserve’s latest GDPNow estimate for Q2 GDP on July 19, showed the economy likely shrank 1.6% last quarter. If realized, this decline would mark the second-consecutive quarter of negative economic growth and affirm to some strategists that the economy has entered a recession.</p><p>According to data from Bloomberg, Wall Street economists expect GDP grew at an annualized pace of 0.5% last quarter.</p><p>On the earnings front, results from the mega-caps will be closely watched, though hundreds of other names will draw investor attention during one of the busiest weeks for corporate results of the year. In addition to performance for the most recent three-month periods, remarks from tech heavyweights on hiring plans or other adjustments to their outlooks related to macroeconomic headwinds will be closely tracked.</p><p>In recent weeks, Apple, Microsoft, Google, and Meta have all said they would scale back on hiring across certain areas.</p><p>According to FactSet Research, 21% of companies in the S&amp;P 500 have reported second-quarter earnings through Friday, with only 68% presenting actual earnings per share above estimates — below the five-year average of 77%. Any earnings beats have also, in aggregate, been only 3.6% above estimates, less than half of the five-year average of 8.8%.</p><p>—</p><h2>Economics calendar:</h2><h2></h2><p><b>Monday: </b>Chicago Fed national activity index (June), Dallas Fed manufacturing business index (June)</p><p><b>Tuesday:</b> House price index (May), S&amp;P Case-Shiller national home price index (May), Conference Board consumer confidence index (July), New home sales (June), Richmond manufacturing index (June)</p><p><b>Wednesday: </b>MBA mortgage applications (week ended July 22)<b>, </b>Durable goods orders (June), Retail inventories (June), Wholesale inventories (June), Pending home sales (June), FOMC statement, Fed interest rate decision, Fed Chair Jerome Powell press conference</p><p><b>Thursday:</b> GDP (Q2 advance estimate), Initial jobless claims (week ended July 22), Continuing claims (week ended July 15), Kansas City Fed composite index (July)</p><p><b>Friday:</b> Core PCE price index (June), PCE price index (June), Personal income (June), Personal spending (June), Real personal consumption (June), Chicago PMI (July), UMich consumer sentiment index (July preliminary), UMich 5-year inflation expectations (July preliminary)</p><p>—</p><h2>Earnings Calendar:</h2><h2></h2><p><b>Monday: </b>Whirlpool (WHR), Squarespace (SQSP), TrueBlue (TBI), F5 (FFIV), Alexandria Real Estate Equities (ARE), Ryanair (RYAAY), NXP Semiconductor (NXPI), Newmont Corporation (NEM)</p><p><b>Tuesday: </b>Microsoft (MSFT), Alphabet (GOOGL), Coca-Cola (KO), McDonald’s (MCD), General Motors (GM), Chipotle Mexican Grill (CMG), Mondelez International (MDLZ), UPS (UPS), 3M (MMM), PulteGroup (PHM), Texas Instruments (TXN), General Electric (GE), Ameriprise Financial (AMP), Raytheon Technologies (RTX), Archer-Daniels-Midland (ADM), Chubb (CB), Canadian National Railway, Pentair (CNI), Paccar (PCAR), Kimberly-Clark (KMB), Albertsons (ACI), Teradyne (TER), Ashland (ASH), Boston Properties (BXP), FirstEnergy (FE), Visa (V)</p><p><b>Wednesday:</b> Meta Platforms (META), Boeing (BA), Ford (F), Etsy (ETSY), Qualcomm (QCOM), T-Mobile (TMUS), Bristol-Myers Squibb (BMY), Kraft Heinz (KH), Hilton Worldwide (HLT), Boston Scientific (BSX), Sherwin-Williams (SHW), Fortune Brands (FBH), Flex (FLEX), Hess Corporation (HES), Norfolk Southern Corporation (NSC), Netgear (NTGR), Cheesecake Factory (CAKE), American Water Works (AWK), Ryder System (R), Genuine Parts (GPC), Waste Management (WM), Community Health Systems (CYH), Molina Healthcare (MOH), Owens Corning (OC)</p><p><b>Thursday:</b> Apple (AAPL), Amazon (AMZN), Pfizer (PFE), Honeywell (HON), Mastercard (MA), Comcast (CMCSA), Intel (INTC), Roku (ROKU), Merck (MRK), Keurig Dr. Pepper (KDP), Hertz Global (HTZ), T.Rowe Price (TROW), Valero Energy (VLO), Northrop Grumman (NOC), V.F. Corporation (VFC), Frontier Group (ULCC), Southwest Air (LUV), Harley-Davidson (HOG), Shell (SHEL), Stanley Black and Decker (SWK), Carlyle Group (CG), Lazard (LAZ), International Paper (IP), Sirius XM (SIRI), Hershey (HSY), PG&amp;E (PCG), Hartford Financial (HIG), Celanese (CE)</p><p><b>Friday: </b>AstraZeneca (AZN), Sony (SON), Aon (AON), BNP Paribas (BNPQY)</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>Fed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year</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\">\nFed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-25 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The busiest week of the year for investors is here.A jam-packed week of market-moving developments awaits investors in the coming days, headlined by the Fed, tech earnings, and key economic data.The ...</p>\n\n<a href=\"https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TXN":"德州仪器","NXPI":"恩智浦","MSFT":"微软","GOOGL":"谷歌A","RYAAY":"Ryanair Holdings plc","GOOG":"谷歌","GE":"GE航空航天","AAPL":"苹果","UPS":"联合包裹",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","MCD":"麦当劳","AMZN":"亚马逊",".SPX":"S&P 500 Index","QCOM":"高通","F":"福特汽车","INTC":"英特尔","ROKU":"Roku Inc","CMCSA":"康卡斯特","META":"Meta Platforms, Inc.","KO":"可口可乐","BA":"波音","V":"Visa"},"source_url":"https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254296074","content_text":"The busiest week of the year for investors is here.A jam-packed week of market-moving developments awaits investors in the coming days, headlined by the Fed, tech earnings, and key economic data.The Federal Reserve's latest policy meeting is set to take place this coming Tuesday and Wednesday, July 26-27, with the central bank expected to raise interest rates another 75 basis points.On the earnings side, some of the most S&P 500’s most heavily-weighted components — including Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (FB), Apple (AAPL), and Amazon (AMZN) — are among more than 170 companies scheduled to report second-quarter results through Friday.Also on spotlight will be Thursday's advance estimate of second quarter GDP, as market participants continue to debate whether a recession is already underway. Economists expect this report to show the economy grew at an annualized pace of 0.5% last quarter, according to estimates from Bloomberg.Logo of an Apple store is seen as Apple Inc. reports fourth quarter earnings in Washington, U.S., January 27, 2022. REUTERS/Joshua RobertsAll three major U.S. indexes logged gains last week after broad-based advances across sectors. On Tuesday, 98% of stocks in the benchmark S&P 500 advanced, the most since December 26, 2018, the first trading day after the market bottom that occurred on December 24, 2018, according to data from LPL Financial.Recent gains have pushed up the index by roughly 6% since June 16, stoking optimism among some investors that the worst of the recent market downturn is over.“While breadth has been rather unimpressive during the market’s rally since the June lows, days like Tuesday are exactly what we are looking for, and can go a long way towards changing the character of this market,” LPL strategist Scott Brown said in a note. “To be clear, the S&P 500 is not out of the woods yet.”Tuesday pushed the index to a close above the 50-day moving average for the first time since April 20, but it remained just short of the late-June intraday highs, Brown pointed out.If the Federal Reserve proceeds with hiking rates three quarters of a percentage point later this week, the Federal funds rate will have moved from near 0% less than five months ago to a range of 2.25%-2.5% — a level in line with most officials’ estimates of the long-run neutral.“The Fed has told us they’re unlikely to let up on the brakes until they see a convincing shift in the trajectory of monthly inflation readings that would signal progress towards the Fed’s 2% target,” PGIM Fixed Income lead economist Ellen Gaske said in emailed comments. “We expect Powell will likely reiterate that message at his post-meeting press conference.”Federal Reserve Chair Jerome Powell is set to deliver remarks at 2:30 p.m. ET Wednesday, shortly after the U.S. central bank’s policy decision comes out at 2:00 p.m. ET.“We suspect it’s likely too soon for the Fed to convey a much more forward-looking point of view, as the most recent inflation readings still showed high and widespread price pressures,” Gaske said. “But with each additional hike from here, the lagged effects of the Fed’s tightening measures will be increasingly important to consider.”WASHINGTON, DC - JUNE 23: Jerome Powell, Chairman of the Board of Governors of the Federal Reserve System testifies before the House Committee on Financial Services June 23, 2022 in Washington, DC. Powell testified on monetary policy and the state of the U.S. economy. (Photo by Win McNamee/Getty Images)Last month, U.S. consumer prices again accelerated at the fastest annual pace since November 1981. The Bureau of Labor Statistics' Consumer Price Index (CPI) reflected a year-over-year increase of 9.1% in June’s reading, marking the highest print of the inflation cycle.Economists at Goldman Sachs said in a note last week that inflation expectations have notably softened since the FOMC last met in June, referencing downward revisions to the University of Michigan’s final read on 5-10 year inflation expectations, a decline in the survey’s preliminary July figure, and a “material” downtrend in market-based measures of inflation.“This softening of inflation expectations is one reason why we expect the FOMC will not accelerate the near-term hiking pace and will deliver a 75bp hike at the July FOMC meeting,” Goldman economists led by Jan Hatzius said.In addition to the Fed and earnings, investors will closely watch the government’s first estimate of gross domestic product – the broadest measure of economic activity — for the second quarter, set for release Thursday morning.The Atlanta Federal Reserve’s latest GDPNow estimate for Q2 GDP on July 19, showed the economy likely shrank 1.6% last quarter. If realized, this decline would mark the second-consecutive quarter of negative economic growth and affirm to some strategists that the economy has entered a recession.According to data from Bloomberg, Wall Street economists expect GDP grew at an annualized pace of 0.5% last quarter.On the earnings front, results from the mega-caps will be closely watched, though hundreds of other names will draw investor attention during one of the busiest weeks for corporate results of the year. In addition to performance for the most recent three-month periods, remarks from tech heavyweights on hiring plans or other adjustments to their outlooks related to macroeconomic headwinds will be closely tracked.In recent weeks, Apple, Microsoft, Google, and Meta have all said they would scale back on hiring across certain areas.According to FactSet Research, 21% of companies in the S&P 500 have reported second-quarter earnings through Friday, with only 68% presenting actual earnings per share above estimates — below the five-year average of 77%. Any earnings beats have also, in aggregate, been only 3.6% above estimates, less than half of the five-year average of 8.8%.—Economics calendar:Monday: Chicago Fed national activity index (June), Dallas Fed manufacturing business index (June)Tuesday: House price index (May), S&P Case-Shiller national home price index (May), Conference Board consumer confidence index (July), New home sales (June), Richmond manufacturing index (June)Wednesday: MBA mortgage applications (week ended July 22), Durable goods orders (June), Retail inventories (June), Wholesale inventories (June), Pending home sales (June), FOMC statement, Fed interest rate decision, Fed Chair Jerome Powell press conferenceThursday: GDP (Q2 advance estimate), Initial jobless claims (week ended July 22), Continuing claims (week ended July 15), Kansas City Fed composite index (July)Friday: Core PCE price index (June), PCE price index (June), Personal income (June), Personal spending (June), Real personal consumption (June), Chicago PMI (July), UMich consumer sentiment index (July preliminary), UMich 5-year inflation expectations (July preliminary)—Earnings Calendar:Monday: Whirlpool (WHR), Squarespace (SQSP), TrueBlue (TBI), F5 (FFIV), Alexandria Real Estate Equities (ARE), Ryanair (RYAAY), NXP Semiconductor (NXPI), Newmont Corporation (NEM)Tuesday: Microsoft (MSFT), Alphabet (GOOGL), Coca-Cola (KO), McDonald’s (MCD), General Motors (GM), Chipotle Mexican Grill (CMG), Mondelez International (MDLZ), UPS (UPS), 3M (MMM), PulteGroup (PHM), Texas Instruments (TXN), General Electric (GE), Ameriprise Financial (AMP), Raytheon Technologies (RTX), Archer-Daniels-Midland (ADM), Chubb (CB), Canadian National Railway, Pentair (CNI), Paccar (PCAR), Kimberly-Clark (KMB), Albertsons (ACI), Teradyne (TER), Ashland (ASH), Boston Properties (BXP), FirstEnergy (FE), Visa (V)Wednesday: Meta Platforms (META), Boeing (BA), Ford (F), Etsy (ETSY), Qualcomm (QCOM), T-Mobile (TMUS), Bristol-Myers Squibb (BMY), Kraft Heinz (KH), Hilton Worldwide (HLT), Boston Scientific (BSX), Sherwin-Williams (SHW), Fortune Brands (FBH), Flex (FLEX), Hess Corporation (HES), Norfolk Southern Corporation (NSC), Netgear (NTGR), Cheesecake Factory (CAKE), American Water Works (AWK), Ryder System (R), Genuine Parts (GPC), Waste Management (WM), Community Health Systems (CYH), Molina Healthcare (MOH), Owens Corning (OC)Thursday: Apple (AAPL), Amazon (AMZN), Pfizer (PFE), Honeywell (HON), Mastercard (MA), Comcast (CMCSA), Intel (INTC), Roku (ROKU), Merck (MRK), Keurig Dr. Pepper (KDP), Hertz Global (HTZ), T.Rowe Price (TROW), Valero Energy (VLO), Northrop Grumman (NOC), V.F. Corporation (VFC), Frontier Group (ULCC), Southwest Air (LUV), Harley-Davidson (HOG), Shell (SHEL), Stanley Black and Decker (SWK), Carlyle Group (CG), Lazard (LAZ), International Paper (IP), Sirius XM (SIRI), Hershey (HSY), PG&E (PCG), Hartford Financial (HIG), Celanese (CE)Friday: AstraZeneca (AZN), Sony (SON), Aon (AON), BNP Paribas (BNPQY)","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077519086,"gmtCreate":1658540757145,"gmtModify":1676536173801,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077519086","repostId":"2253065181","repostType":4,"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906084718,"gmtCreate":1659454984136,"gmtModify":1705980532382,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","listText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","text":"[Call] [Call] [Call] [Call] [Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906084718","repostId":"1188690484","repostType":4,"repost":{"id":"1188690484","kind":"news","pubTimestamp":1659454673,"share":"https://ttm.financial/m/news/1188690484?lang=&edition=fundamental","pubTime":"2022-08-02 23:37","market":"us","language":"en","title":"Alibaba: Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1188690484","media":"Seeking Alpha","summary":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has grown at a 5-year CAGR of more than 42%, but the company&#39;s stock is trading at a PE of about x17.</li><li>The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.</li><li>Personally, I see more than 50% upside for BABA stock, as I calculate the company&#39;s fair value with a residual earnings model.</li></ul><p><b>Thesis</b></p><p>I am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett&#39;s key maxims:</p><blockquote>Be greedy when others are fearful.</blockquote><p>Alibaba has grown at a 5-year CAGR of more than 42%, but the company&#39;s stock is trading at a PE of about x17. This indicates a clear undervaluation.</p><p>Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.</p><p>Personally, I see more than 50% upside for BABA stock, as I calculate the company&#39;s fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.</p><p><b>A Best-In-Class Company</b></p><p>Alibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).</p><p>Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world&#39;s biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.</p><p>Moreover, Alibaba is a dominant force in China&#39;s cloud market with about37% market share. China&#39;s cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party&#39;s5-year development plan.</p><p><b>Bullish Financials</b></p><p>In the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.</p><p>Alibaba&#39;sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company&#39;s market capitalization. Moreover, Alibaba&#39;s business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.</p><p>Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.</p><p><b>The Buying Opportunity</b></p><p>Despite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.</p><p><img src=\"https://static.tigerbbs.com/c01e6eab7204bcc90b5af9aa0d87ac85\" tg-width=\"640\" tg-height=\"232\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Alibaba is a quality company, and the stock&#39;s undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?</p><p>I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba&#39;s extremely depressed valuation - now the company&#39;s stock is trading at a PE of about x17- I argue an investment is justified.</p><p>Moreover, there are signs that all of Alibaba&#39;s headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.</p><p>In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.</p><p>Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.</p><p><img src=\"https://static.tigerbbs.com/8fa3c940aeeed4780c87b1ca71bdb180\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Residual Earnings Valuation</b></p><p>Let us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:</p><ul><li>To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal &#39;till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.</li><li>To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock&#39;s beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company&#39;s idiosyncratic market risk.</li><li>To derive Baidu&#39;s tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.</li><li>For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba&#39;s high-potential initiatives</li><li>I do not model any share buyback further supporting a conservative valuation.</li></ul><p>Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.</p><p><img src=\"https://static.tigerbbs.com/b7cb860aca7fa48ef2afe7e265d3effa\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p>I understand that investors might have different assumptions with regards to Alibaba&#39;s required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!</p><p><img src=\"https://static.tigerbbs.com/62ba3323a1f09e75477921298d84cbf8\" tg-width=\"640\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author&#39;s Calculation</p><p><b>Investment Risks</b></p><p>Investors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:</p><p>First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba&#39;s short/mid-term business monetization accordingly.</p><p>Secondly, China&#39;s internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.</p><p>Third, much of BABA&#39;s share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company&#39;s business fundamentals remain unchanged.</p><p><b>Conclusion</b></p><p>Alibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba&#39;s sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.</p><p>Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.</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>Alibaba: Be Greedy When Others Are Fearful</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188690484","content_text":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model.ThesisI am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett's key maxims:Be greedy when others are fearful.Alibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17. This indicates a clear undervaluation.Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.A Best-In-Class CompanyAlibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world's biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.Moreover, Alibaba is a dominant force in China's cloud market with about37% market share. China's cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party's5-year development plan.Bullish FinancialsIn the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.Alibaba'sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company's market capitalization. Moreover, Alibaba's business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.The Buying OpportunityDespite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.Seeking AlphaAlibaba is a quality company, and the stock's undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba's extremely depressed valuation - now the company's stock is trading at a PE of about x17- I argue an investment is justified.Moreover, there are signs that all of Alibaba's headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.Seeking AlphaResidual Earnings ValuationLet us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal 'till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock's beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company's idiosyncratic market risk.To derive Baidu's tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba's high-potential initiativesI do not model any share buyback further supporting a conservative valuation.Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.Analyst Consensus EPS; Author's CalculationI understand that investors might have different assumptions with regards to Alibaba's required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!Analyst Consensus EPS; Author's CalculationInvestment RisksInvestors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba's short/mid-term business monetization accordingly.Secondly, China's internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.Third, much of BABA's share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company's business fundamentals remain unchanged.ConclusionAlibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba's sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901542954,"gmtCreate":1659237238878,"gmtModify":1676536275679,"author":{"id":"3578180924356197","authorId":"3578180924356197","name":"T1368","avatar":"https://community-static.tradeup.com/news/fc5f1e65f89fd6e13c8441b1c3ad5700","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578180924356197","authorIdStr":"3578180924356197"},"themes":[],"htmlText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","listText":"[Call]&nbsp;[Call]&nbsp;[Call]&nbsp;","text":"[Call] [Call] [Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901542954","repostId":"2254034642","repostType":4,"repost":{"id":"2254034642","kind":"highlight","pubTimestamp":1659226925,"share":"https://ttm.financial/m/news/2254034642?lang=&edition=fundamental","pubTime":"2022-07-31 08:22","market":"us","language":"en","title":"2 Stock-Split Stocks That Are Historically Cheap and Begging to Be Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2254034642","media":"Motley Fool","summary":"Stock-split euphoria has taken hold of Wall Street, with a select few stock-split stocks standing out as incredible bargains.","content":"<html><head></head><body><p>It&#39;s been quite the year for Wall Street. The broad-based <b>S&amp;P 500</b> produced its worst first-half to a year in more than a half-century, while the growth stock-driven <b>Nasdaq Composite</b> tumbled by more than 30%. Consumers are dealing with historically high inflation (9.1% in June 2022), as well as the ripple effects on the energy supply chain of Ukraine war. To top things off, the COVID-19 pandemic is still ongoing and adversely impacting supply chains globally.</p><p>Yet amid this chaos, investors have developed a case of stock-split euphoria. A stock split is a way for a publicly traded company to alter its share price and outstanding share count without having an effect on its market cap or operating performance. A forward stock split, which is what tends to get investors most excited, reduces the nominal share price of a stock and makes it more affordable for retail investors.</p><p><img src=\"https://static.tigerbbs.com/e2daa6e9727c19deaf0363e0545334e0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Forward stock splits are almost always viewed as bullish events. The thinking here is that a company wouldn&#39;t need to split in the first place if it wasn&#39;t executing on its growth strategy and hadn&#39;t seen its share price rise as a result.</p><p>But among this veritable sea of stock-split stocks in 2022 stands two widely held companies that are historically cheaper than they&#39;ve ever been and are begging to be bought by patient investors.</p><h2>Alphabet</h2><p>Without question, the no-brainer buy among this year&#39;s stock-split stocks is <b>Alphabet</b>, parent company of internet search engine Google and streaming platform YouTube.</p><p>Alphabet actually kicked off stock-split mania by announcing in February that, with the approval of its shareholders, it would split its shares 20-for-1. The company ultimately gained the requisite approval of its shareholders and began trading at its post-split price on July 18.</p><p>Like most FAANG stocks, Alphabet has been put through the wringer this year. There appears to be growing evidence that a recession is brewing or possibly already here. Since the lion&#39;s share of the company&#39;s sales is derived from advertising, and ad revenue is among the first things to be hit during a recession or economic contraction, there&#39;s genuine worry that Alphabet could be fighting an uphill battle in coming quarters.</p><p>However, analyzing Alphabet&#39;s operating performance over one or two quarters isn&#39;t the correct approach. If investors widen the lens and take into account its numerous sustainable competitive advantages and long-winded growth opportunities, they&#39;d likely realize it&#39;s one of Wall Street&#39;s top bargains.</p><p>Take the company&#39;s foundational internet search engine segment as a perfect example. For the past two years, Google has practically been a monopoly. Data from GlobalStats shows that it&#39;s held between 91% and 93% of global internet search market share. This virtually insurmountable market share lead is what affords the company such impressive ad-pricing power. It also explains why Google has grown by a double-digit annual percentage (save for the initial stages of the COVID-19 pandemic) for two decades.</p><p>There&#39;s also YouTube, which has blossomed into the second most-visited social media site on the planet (2.56 billion monthly active users). Although ad sales have slowed in recent quarters as recession worries mount, YouTube appears to be pacing close to $30 billion in annual ad sales. Additionally, don&#39;t overlook YouTube&#39;s premium subscriptions as a growth driver.</p><p>But it&#39;s Alphabet&#39;s cloud service infrastructure segment, Google Cloud, which is most impressive. Google Cloud is the world&#39;s No. 3 cloud service provider by total revenue, and it&#39;s been consistently growing by 40% to 50% on an annual basis. Although it&#39;s a bottom-line drag for the moment as Alphabet invests aggressively in cloud, it could easily become the company&#39;s leading operating cash flow driver by mid-decade.</p><p>Over the past five years, Alphabet has traded at an average of 26.4 times Wall Street&#39;s forward-year earnings forecast for the company, as well as 19.2 times cash flow. You can pick up shares of Alphabet right now for less than 17 times Wall Street&#39;s forecast earnings for 2023 and less than 9 times forecast cash flow for 2025. It&#39;s a screaming buy at these levels.</p><p><img src=\"https://static.tigerbbs.com/658dab36fafe7be882565f7cd199cc1b\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/></p><h2>Amazon</h2><p>Perhaps unsurprisingly, the second stock-split stock that&#39;s historically cheap and begging to be bought by opportunistic long-term investors is FAANG stock <b>Amazon</b>.</p><p>Amazon rode Alphabet&#39;s coattails and announced its intention to conduct a 20-for-1 forward stock split in March. However, it beat Alphabet to the punch by gaining shareholder approval and executing its split on June 6.</p><p>Consistent with prevailing recessionary fears, Amazon&#39;s shares have come under pressure in 2022. As a company that generates the bulk of its revenue from e-commerce sales, historically high inflation and a potential economic slowdown represent a worrisome combination. It also doesn&#39;t help that retail giant <b>Walmart</b> issued a profit warning following the closing bell on July 25.</p><p>But just as with Alphabet, examining a one- or-two-quarter performance for Amazon won&#39;t tell you a lot about where this company is headed. If you really dig in and look at the big picture, you&#39;ll see a company where practically everything is going right, even in the wake of historically high inflation.</p><p>Most people are familiar with Amazon because of its leading online marketplace. In March, eMarketer released a study estimating that Amazon would collect just shy of 40% of all online retail sales in the U.S. in 2022. By comparison, the company&#39;s 14 closest competitors are only expected to account for 31% of e-commerce sales in the U.S. on a combined basis.</p><p>Yet retail sales are a capital-intensive and generally low-margin segment for Amazon. Though e-commerce is responsible for most of the company&#39;s sales, it&#39;s the ancillary opportunities created from e-commerce, as well as Amazon&#39;s other operating segments, that are key to its success.</p><p>As an example, Amazon&#39;s online marketplace has helped the company sign up more than 200 million Prime members worldwide. That&#39;s tens of billions of dollars in annual fees the company collects from Prime, which it&#39;s able to use to support its vast logistics network, undercut brick-and-mortar retailers on price, or perhaps reinvest in other high-growth initiatives.</p><p>The fascinating aspect about Amazon is that its leading online retail segment could generate no growth or modestly negative growth, and the company&#39;s operating cash flow can still soar. That&#39;s because it&#39;s generating considerably juicier operating margins from advertising, subscriptions, and cloud services.</p><p>Whereas Google Cloud chimes in as the world&#39;s No. 3 cloud-service provider with 8% share, Amazon Web Services (AWS) accounted for 33% of global cloud service sales in the first quarter, according to Canalys. AWS has been growing by 30% to 40% annually. Even though AWS only accounts for roughly an eighth of Amazon&#39;s net sales, it&#39;s consistently been the company&#39;s leading generator of operating income.</p><p>Over the trailing five-year period, Amazon has averaged a multiple of 31.1 times its operating cash flow. This is a premium that Wall Street and investors have been comfortable paying for shares of Amazon since 2010. Yet based on Wall Street&#39;s consensus, Amazon could more than triple its cash flow by 2025 (relative to 2021), and it would be valued at a multiple of 8.6 times cash flow. That makes it historically cheap and an ideal stock-split stock for long-term investors to buy right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stock-Split Stocks That Are Historically Cheap and Begging to Be Bought</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\">\n2 Stock-Split Stocks That Are Historically Cheap and Begging to Be Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/28/2-stock-split-stocks-are-historically-cheap-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been quite the year for Wall Street. The broad-based S&P 500 produced its worst first-half to a year in more than a half-century, while the growth stock-driven Nasdaq Composite tumbled by more ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/28/2-stock-split-stocks-are-historically-cheap-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/07/28/2-stock-split-stocks-are-historically-cheap-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254034642","content_text":"It's been quite the year for Wall Street. The broad-based S&P 500 produced its worst first-half to a year in more than a half-century, while the growth stock-driven Nasdaq Composite tumbled by more than 30%. Consumers are dealing with historically high inflation (9.1% in June 2022), as well as the ripple effects on the energy supply chain of Ukraine war. To top things off, the COVID-19 pandemic is still ongoing and adversely impacting supply chains globally.Yet amid this chaos, investors have developed a case of stock-split euphoria. A stock split is a way for a publicly traded company to alter its share price and outstanding share count without having an effect on its market cap or operating performance. A forward stock split, which is what tends to get investors most excited, reduces the nominal share price of a stock and makes it more affordable for retail investors.Forward stock splits are almost always viewed as bullish events. The thinking here is that a company wouldn't need to split in the first place if it wasn't executing on its growth strategy and hadn't seen its share price rise as a result.But among this veritable sea of stock-split stocks in 2022 stands two widely held companies that are historically cheaper than they've ever been and are begging to be bought by patient investors.AlphabetWithout question, the no-brainer buy among this year's stock-split stocks is Alphabet, parent company of internet search engine Google and streaming platform YouTube.Alphabet actually kicked off stock-split mania by announcing in February that, with the approval of its shareholders, it would split its shares 20-for-1. The company ultimately gained the requisite approval of its shareholders and began trading at its post-split price on July 18.Like most FAANG stocks, Alphabet has been put through the wringer this year. There appears to be growing evidence that a recession is brewing or possibly already here. Since the lion's share of the company's sales is derived from advertising, and ad revenue is among the first things to be hit during a recession or economic contraction, there's genuine worry that Alphabet could be fighting an uphill battle in coming quarters.However, analyzing Alphabet's operating performance over one or two quarters isn't the correct approach. If investors widen the lens and take into account its numerous sustainable competitive advantages and long-winded growth opportunities, they'd likely realize it's one of Wall Street's top bargains.Take the company's foundational internet search engine segment as a perfect example. For the past two years, Google has practically been a monopoly. Data from GlobalStats shows that it's held between 91% and 93% of global internet search market share. This virtually insurmountable market share lead is what affords the company such impressive ad-pricing power. It also explains why Google has grown by a double-digit annual percentage (save for the initial stages of the COVID-19 pandemic) for two decades.There's also YouTube, which has blossomed into the second most-visited social media site on the planet (2.56 billion monthly active users). Although ad sales have slowed in recent quarters as recession worries mount, YouTube appears to be pacing close to $30 billion in annual ad sales. Additionally, don't overlook YouTube's premium subscriptions as a growth driver.But it's Alphabet's cloud service infrastructure segment, Google Cloud, which is most impressive. Google Cloud is the world's No. 3 cloud service provider by total revenue, and it's been consistently growing by 40% to 50% on an annual basis. Although it's a bottom-line drag for the moment as Alphabet invests aggressively in cloud, it could easily become the company's leading operating cash flow driver by mid-decade.Over the past five years, Alphabet has traded at an average of 26.4 times Wall Street's forward-year earnings forecast for the company, as well as 19.2 times cash flow. You can pick up shares of Alphabet right now for less than 17 times Wall Street's forecast earnings for 2023 and less than 9 times forecast cash flow for 2025. It's a screaming buy at these levels.AmazonPerhaps unsurprisingly, the second stock-split stock that's historically cheap and begging to be bought by opportunistic long-term investors is FAANG stock Amazon.Amazon rode Alphabet's coattails and announced its intention to conduct a 20-for-1 forward stock split in March. However, it beat Alphabet to the punch by gaining shareholder approval and executing its split on June 6.Consistent with prevailing recessionary fears, Amazon's shares have come under pressure in 2022. As a company that generates the bulk of its revenue from e-commerce sales, historically high inflation and a potential economic slowdown represent a worrisome combination. It also doesn't help that retail giant Walmart issued a profit warning following the closing bell on July 25.But just as with Alphabet, examining a one- or-two-quarter performance for Amazon won't tell you a lot about where this company is headed. If you really dig in and look at the big picture, you'll see a company where practically everything is going right, even in the wake of historically high inflation.Most people are familiar with Amazon because of its leading online marketplace. In March, eMarketer released a study estimating that Amazon would collect just shy of 40% of all online retail sales in the U.S. in 2022. By comparison, the company's 14 closest competitors are only expected to account for 31% of e-commerce sales in the U.S. on a combined basis.Yet retail sales are a capital-intensive and generally low-margin segment for Amazon. Though e-commerce is responsible for most of the company's sales, it's the ancillary opportunities created from e-commerce, as well as Amazon's other operating segments, that are key to its success.As an example, Amazon's online marketplace has helped the company sign up more than 200 million Prime members worldwide. That's tens of billions of dollars in annual fees the company collects from Prime, which it's able to use to support its vast logistics network, undercut brick-and-mortar retailers on price, or perhaps reinvest in other high-growth initiatives.The fascinating aspect about Amazon is that its leading online retail segment could generate no growth or modestly negative growth, and the company's operating cash flow can still soar. That's because it's generating considerably juicier operating margins from advertising, subscriptions, and cloud services.Whereas Google Cloud chimes in as the world's No. 3 cloud-service provider with 8% share, Amazon Web Services (AWS) accounted for 33% of global cloud service sales in the first quarter, according to Canalys. AWS has been growing by 30% to 40% annually. Even though AWS only accounts for roughly an eighth of Amazon's net sales, it's consistently been the company's leading generator of operating income.Over the trailing five-year period, Amazon has averaged a multiple of 31.1 times its operating cash flow. This is a premium that Wall Street and investors have been comfortable paying for shares of Amazon since 2010. Yet based on Wall Street's consensus, Amazon could more than triple its cash flow by 2025 (relative to 2021), and it would be valued at a multiple of 8.6 times cash flow. That makes it historically cheap and an ideal stock-split stock for long-term investors to buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}