Sammmmmmmmmm personal page - To The Moon

Sammmmmmmmmm

Sammmmmmmmmm

No personal profile

5Follow

1Followers

0Topic

0Badge

2021-05-04

Nice

Sorry, the original content has been removed

2021-04-29

Great!

Sorry, the original content has been removed

2021-04-29

Hope it moons!

Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.

2021-04-29

SMH down..

2021-04-20

Sigh

Why Intel Investors Should Worry About NVIDIA's New Data Center Chips

2021-04-20

Time to buy

Netflix Reports Earnings Tuesday. Here’s What to Expect.

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3581594953730969","uuid":"3581594953730969","gmtCreate":1618501149237,"gmtModify":1618915619059,"name":"Sammmmmmmmmm","pinyin":"sammmmmmmmmm","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/dce22cb2ee3c901353ca51724f774db6","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":5,"tweetSize":6,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":106009779,"gmtCreate":1620060051291,"gmtModify":1704338088549,"author":{"id":"3581594953730969","authorId":"3581594953730969","name":"Sammmmmmmmmm","avatar":"https://static.tigerbbs.com/dce22cb2ee3c901353ca51724f774db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594953730969","authorIdStr":"3581594953730969"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106009779","repostId":"1165463758","repostType":4,"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100437829,"gmtCreate":1619627968861,"gmtModify":1704727104469,"author":{"id":"3581594953730969","authorId":"3581594953730969","name":"Sammmmmmmmmm","avatar":"https://static.tigerbbs.com/dce22cb2ee3c901353ca51724f774db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594953730969","authorIdStr":"3581594953730969"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100437829","repostId":"1131068131","repostType":4,"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100435418,"gmtCreate":1619627803534,"gmtModify":1704727102854,"author":{"id":"3581594953730969","authorId":"3581594953730969","name":"Sammmmmmmmmm","avatar":"https://static.tigerbbs.com/dce22cb2ee3c901353ca51724f774db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594953730969","authorIdStr":"3581594953730969"},"themes":[],"htmlText":"Hope it moons!","listText":"Hope it moons!","text":"Hope it moons!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100435418","repostId":"1179396069","repostType":4,"repost":{"id":"1179396069","kind":"news","pubTimestamp":1619573853,"share":"https://ttm.financial/m/news/1179396069?lang=&edition=fundamental","pubTime":"2021-04-28 09:37","market":"us","language":"en","title":"Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p>\n<p>The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p>\n<p>That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p>\n<p>Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p>\n<p>Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p>\n<p>As always, the quarter is about more than just earnings.</p>\n<p>For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p>\n<p>Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p>\n<p>“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p>\n<p>And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p>\n<p>That would certainly qualify as a job well done.</p>","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>Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.\nThat would certainly qualify as a job well done.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100493637,"gmtCreate":1619626266129,"gmtModify":1704727083535,"author":{"id":"3581594953730969","authorId":"3581594953730969","name":"Sammmmmmmmmm","avatar":"https://static.tigerbbs.com/dce22cb2ee3c901353ca51724f774db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594953730969","authorIdStr":"3581594953730969"},"themes":[],"htmlText":"SMH down..","listText":"SMH down..","text":"SMH down..","images":[{"img":"https://static.tigerbbs.com/de1b6a27dfe683e63c81ffe1fec79589","width":"1125","height":"3253"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100493637","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":371956484,"gmtCreate":1618905354748,"gmtModify":1704716643995,"author":{"id":"3581594953730969","authorId":"3581594953730969","name":"Sammmmmmmmmm","avatar":"https://static.tigerbbs.com/dce22cb2ee3c901353ca51724f774db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594953730969","authorIdStr":"3581594953730969"},"themes":[],"htmlText":"Sigh","listText":"Sigh","text":"Sigh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371956484","repostId":"2128892363","repostType":4,"repost":{"id":"2128892363","kind":"highlight","pubTimestamp":1618904588,"share":"https://ttm.financial/m/news/2128892363?lang=&edition=fundamental","pubTime":"2021-04-20 15:43","market":"us","language":"en","title":"Why Intel Investors Should Worry About NVIDIA's New Data Center Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=2128892363","media":"Motley Fool","summary":"If you had to buy one semiconductor company and forget the rest, NVIDIA is the one to go with.","content":"<p>Even after some chip fabrication stumbles and falling behind some of its peers technologically, <b>Intel </b>(NASDAQ:INTC) remains by far the world's largest semiconductor company as measured by revenue. It hauled in a massive $77.9 billion in sales in 2020, an 8% year-over-year increase. With a global semiconductor shortage expected to last for the foreseeable future, Intel has said it will double down on its manufacturing and build a couple of new factories in Arizona.</p>\n<p>A sea change is starting in the industry, though. <b>NVIDIA</b> (NASDAQ:NVDA) is flexing its muscles and announced at its investor day last week that it's prepping a new data-center processor aimed at <a href=\"https://laohu8.com/S/AONE\">one</a> of Intel's tentpole businesses. As computing needs quickly evolve, NVIDIA is on a path to industry domination.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28105692ab5a4e39e0b363c4f40e2ed\" tg-width=\"700\" tg-height=\"437\"><span>The NVIDIA Grace CPU for data centers. Image source: NVIDIA.</span></p>\n<h2>New processors for a new era of AI</h2>\n<p>NVIDIA has picked up serious momentum in recent years designing GPUs (graphics processing units) into data centers as computing accelerators. A GPU's strength is in its ability to break down large and complex tasks into smaller parts and compute them in parallel. This makes them ideal for high-performance computing like training artificial intelligence (AI) algorithms, which require that massive amounts of data be worked through.</p>\n<p>As a result, NVIDIA has been picking off chunks of data center market share as its GPUs get added to the general-purpose CPUs (central processing units) that dominate the space currently.</p>\n<p>To be sure, CPUs will remain an essential part of data centers, which are massive and complex computing units, and CPUs will handle basic tasks like pulling information from memory banks and coordinating the movement of data. This is the realm Intel has dominated for decades. Its data center group (DCG) reported sales of $26.1 billion last year, accounting for <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of total revenue. All by itself, Intel's DCG dwarfs NVIDIA's total revenue of $16.7 billion last year.</p>\n<p>But NVIDIA isn't content to just add its GPUs to data centers. It's coming for Intel's bread-and-butter CPU market share. It indicated as much with its pending acquisition of chip architecture designer <a href=\"https://laohu8.com/S/ARMH\">ARM Holdings</a>. And at its investor day, NVIDIA announced it's directly entering the data center CPU market with Grace, a high-performance CPU based on ARM chip designs that will be available in 2023. Interestingly, NVIDIA is also planning to sell Grace on a single circuit board with its GPUs, connecting the two with networking tech it picked up from its Mellanox acquisition last year.</p>\n<p>Intel is gearing up for expansion of its in-house manufacturing, but NVIDIA could put a damper on those efforts by seriously raising the bar in chip performance.</p>\n<h2>A more modern operating model</h2>\n<p>Granted, NVIDIA doesn't fabricate its own chips. It simply designs them and outsources manufacturing to the likes of <b>Taiwan Semiconductor Manufacturing </b>(NYSE:TSM) -- which incidentally surpassed Intel's chip fab size a couple of years back and currently boasts 57% of global chip-manufacturing market share. Given this operating model, NVIDIA's design house isn't going to surpass Intel's integrated design and fabrication business in terms of sales anytime soon.</p>\n<p>Nevertheless, NVIDIA Grace could be just the first shot across Intel's bow as it seeks to scoop up more chunks of the modern data center's construction. Computing needs are rapidly evolving, and cloud computing is putting the power of entire AI systems at the fingertips of users working from PCs, laptops, and mobile devices. NVIDIA is purpose-building its suite of hardware for this growing demand, helping it leapfrog Intel technologically and confirming its spot at the table in a few years.</p>\n<p>Again, Grace won't start selling until 2023 (NVIDIA said it will use these chips internally for now in its own private servers), but Intel has nevertheless been put on notice. When it comes time to upgrade CPUs, customers will soon have a new option that integrates seamlessly with the GPUs they've already started installing in recent years.</p>\n<p>NVIDIA's biggest end-market remains video games, but its second-largest data center vertical is only just getting started. Intel has the most to lose, and NVIDIA's tech is already the name to beat. The winds of change are blowing strongly in the latter's favor.</p>","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>Why Intel Investors Should Worry About NVIDIA's New Data Center Chips</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Intel Investors Should Worry About NVIDIA's New Data Center Chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 15:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/19/why-intel-investors-worry-nvidia--data-center-chip/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even after some chip fabrication stumbles and falling behind some of its peers technologically, Intel (NASDAQ:INTC) remains by far the world's largest semiconductor company as measured by revenue. It ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/19/why-intel-investors-worry-nvidia--data-center-chip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/04/19/why-intel-investors-worry-nvidia--data-center-chip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128892363","content_text":"Even after some chip fabrication stumbles and falling behind some of its peers technologically, Intel (NASDAQ:INTC) remains by far the world's largest semiconductor company as measured by revenue. It hauled in a massive $77.9 billion in sales in 2020, an 8% year-over-year increase. With a global semiconductor shortage expected to last for the foreseeable future, Intel has said it will double down on its manufacturing and build a couple of new factories in Arizona.\nA sea change is starting in the industry, though. NVIDIA (NASDAQ:NVDA) is flexing its muscles and announced at its investor day last week that it's prepping a new data-center processor aimed at one of Intel's tentpole businesses. As computing needs quickly evolve, NVIDIA is on a path to industry domination.\nThe NVIDIA Grace CPU for data centers. Image source: NVIDIA.\nNew processors for a new era of AI\nNVIDIA has picked up serious momentum in recent years designing GPUs (graphics processing units) into data centers as computing accelerators. A GPU's strength is in its ability to break down large and complex tasks into smaller parts and compute them in parallel. This makes them ideal for high-performance computing like training artificial intelligence (AI) algorithms, which require that massive amounts of data be worked through.\nAs a result, NVIDIA has been picking off chunks of data center market share as its GPUs get added to the general-purpose CPUs (central processing units) that dominate the space currently.\nTo be sure, CPUs will remain an essential part of data centers, which are massive and complex computing units, and CPUs will handle basic tasks like pulling information from memory banks and coordinating the movement of data. This is the realm Intel has dominated for decades. Its data center group (DCG) reported sales of $26.1 billion last year, accounting for one-third of total revenue. All by itself, Intel's DCG dwarfs NVIDIA's total revenue of $16.7 billion last year.\nBut NVIDIA isn't content to just add its GPUs to data centers. It's coming for Intel's bread-and-butter CPU market share. It indicated as much with its pending acquisition of chip architecture designer ARM Holdings. And at its investor day, NVIDIA announced it's directly entering the data center CPU market with Grace, a high-performance CPU based on ARM chip designs that will be available in 2023. Interestingly, NVIDIA is also planning to sell Grace on a single circuit board with its GPUs, connecting the two with networking tech it picked up from its Mellanox acquisition last year.\nIntel is gearing up for expansion of its in-house manufacturing, but NVIDIA could put a damper on those efforts by seriously raising the bar in chip performance.\nA more modern operating model\nGranted, NVIDIA doesn't fabricate its own chips. It simply designs them and outsources manufacturing to the likes of Taiwan Semiconductor Manufacturing (NYSE:TSM) -- which incidentally surpassed Intel's chip fab size a couple of years back and currently boasts 57% of global chip-manufacturing market share. Given this operating model, NVIDIA's design house isn't going to surpass Intel's integrated design and fabrication business in terms of sales anytime soon.\nNevertheless, NVIDIA Grace could be just the first shot across Intel's bow as it seeks to scoop up more chunks of the modern data center's construction. Computing needs are rapidly evolving, and cloud computing is putting the power of entire AI systems at the fingertips of users working from PCs, laptops, and mobile devices. NVIDIA is purpose-building its suite of hardware for this growing demand, helping it leapfrog Intel technologically and confirming its spot at the table in a few years.\nAgain, Grace won't start selling until 2023 (NVIDIA said it will use these chips internally for now in its own private servers), but Intel has nevertheless been put on notice. When it comes time to upgrade CPUs, customers will soon have a new option that integrates seamlessly with the GPUs they've already started installing in recent years.\nNVIDIA's biggest end-market remains video games, but its second-largest data center vertical is only just getting started. Intel has the most to lose, and NVIDIA's tech is already the name to beat. The winds of change are blowing strongly in the latter's favor.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371956057,"gmtCreate":1618905283779,"gmtModify":1704716642860,"author":{"id":"3581594953730969","authorId":"3581594953730969","name":"Sammmmmmmmmm","avatar":"https://static.tigerbbs.com/dce22cb2ee3c901353ca51724f774db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594953730969","authorIdStr":"3581594953730969"},"themes":[],"htmlText":"Time to buy","listText":"Time to buy","text":"Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371956057","repostId":"1121126533","repostType":4,"repost":{"id":"1121126533","kind":"news","pubTimestamp":1618845021,"share":"https://ttm.financial/m/news/1121126533?lang=&edition=fundamental","pubTime":"2021-04-19 23:10","market":"us","language":"en","title":"Netflix Reports Earnings Tuesday. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121126533","media":"Barrons","summary":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber gr","content":"<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.</p>\n<p>Investors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX)&nbsp; reports first-quarter financial results.</p>\n<p>In reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.</p>\n<p>The company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.</p>\n<p>Last quarter,Netflix surprised Wall Street&nbsp;with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.</p>\n<p>Netflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.</p>\n<p>The stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.</p>\n<p>Piper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.</p>\n<p>UBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.</p>\n<p>Raymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.</p>\n<p>For Netflix’s June quarter, Wall Street consensus&nbsp;calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.</p>","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>Netflix Reports Earnings Tuesday. Here’s What to 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\">\nNetflix Reports Earnings Tuesday. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as ...</p>\n\n<a href=\"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121126533","content_text":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.\nInvestors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX)  reports first-quarter financial results.\nIn reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.\nThe company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.\nLast quarter,Netflix surprised Wall Street with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.\nNetflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.\nThe stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.\nPiper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.\nUBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.\nRaymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.\nFor Netflix’s June quarter, Wall Street consensus calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":371956484,"gmtCreate":1618905354748,"gmtModify":1704716643995,"author":{"id":"3581594953730969","authorId":"3581594953730969","name":"Sammmmmmmmmm","avatar":"https://static.tigerbbs.com/dce22cb2ee3c901353ca51724f774db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594953730969","authorIdStr":"3581594953730969"},"themes":[],"htmlText":"Sigh","listText":"Sigh","text":"Sigh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371956484","repostId":"2128892363","repostType":4,"repost":{"id":"2128892363","kind":"highlight","pubTimestamp":1618904588,"share":"https://ttm.financial/m/news/2128892363?lang=&edition=fundamental","pubTime":"2021-04-20 15:43","market":"us","language":"en","title":"Why Intel Investors Should Worry About NVIDIA's New Data Center Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=2128892363","media":"Motley Fool","summary":"If you had to buy one semiconductor company and forget the rest, NVIDIA is the one to go with.","content":"<p>Even after some chip fabrication stumbles and falling behind some of its peers technologically, <b>Intel </b>(NASDAQ:INTC) remains by far the world's largest semiconductor company as measured by revenue. It hauled in a massive $77.9 billion in sales in 2020, an 8% year-over-year increase. With a global semiconductor shortage expected to last for the foreseeable future, Intel has said it will double down on its manufacturing and build a couple of new factories in Arizona.</p>\n<p>A sea change is starting in the industry, though. <b>NVIDIA</b> (NASDAQ:NVDA) is flexing its muscles and announced at its investor day last week that it's prepping a new data-center processor aimed at <a href=\"https://laohu8.com/S/AONE\">one</a> of Intel's tentpole businesses. As computing needs quickly evolve, NVIDIA is on a path to industry domination.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28105692ab5a4e39e0b363c4f40e2ed\" tg-width=\"700\" tg-height=\"437\"><span>The NVIDIA Grace CPU for data centers. Image source: NVIDIA.</span></p>\n<h2>New processors for a new era of AI</h2>\n<p>NVIDIA has picked up serious momentum in recent years designing GPUs (graphics processing units) into data centers as computing accelerators. A GPU's strength is in its ability to break down large and complex tasks into smaller parts and compute them in parallel. This makes them ideal for high-performance computing like training artificial intelligence (AI) algorithms, which require that massive amounts of data be worked through.</p>\n<p>As a result, NVIDIA has been picking off chunks of data center market share as its GPUs get added to the general-purpose CPUs (central processing units) that dominate the space currently.</p>\n<p>To be sure, CPUs will remain an essential part of data centers, which are massive and complex computing units, and CPUs will handle basic tasks like pulling information from memory banks and coordinating the movement of data. This is the realm Intel has dominated for decades. Its data center group (DCG) reported sales of $26.1 billion last year, accounting for <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of total revenue. All by itself, Intel's DCG dwarfs NVIDIA's total revenue of $16.7 billion last year.</p>\n<p>But NVIDIA isn't content to just add its GPUs to data centers. It's coming for Intel's bread-and-butter CPU market share. It indicated as much with its pending acquisition of chip architecture designer <a href=\"https://laohu8.com/S/ARMH\">ARM Holdings</a>. And at its investor day, NVIDIA announced it's directly entering the data center CPU market with Grace, a high-performance CPU based on ARM chip designs that will be available in 2023. Interestingly, NVIDIA is also planning to sell Grace on a single circuit board with its GPUs, connecting the two with networking tech it picked up from its Mellanox acquisition last year.</p>\n<p>Intel is gearing up for expansion of its in-house manufacturing, but NVIDIA could put a damper on those efforts by seriously raising the bar in chip performance.</p>\n<h2>A more modern operating model</h2>\n<p>Granted, NVIDIA doesn't fabricate its own chips. It simply designs them and outsources manufacturing to the likes of <b>Taiwan Semiconductor Manufacturing </b>(NYSE:TSM) -- which incidentally surpassed Intel's chip fab size a couple of years back and currently boasts 57% of global chip-manufacturing market share. Given this operating model, NVIDIA's design house isn't going to surpass Intel's integrated design and fabrication business in terms of sales anytime soon.</p>\n<p>Nevertheless, NVIDIA Grace could be just the first shot across Intel's bow as it seeks to scoop up more chunks of the modern data center's construction. Computing needs are rapidly evolving, and cloud computing is putting the power of entire AI systems at the fingertips of users working from PCs, laptops, and mobile devices. NVIDIA is purpose-building its suite of hardware for this growing demand, helping it leapfrog Intel technologically and confirming its spot at the table in a few years.</p>\n<p>Again, Grace won't start selling until 2023 (NVIDIA said it will use these chips internally for now in its own private servers), but Intel has nevertheless been put on notice. When it comes time to upgrade CPUs, customers will soon have a new option that integrates seamlessly with the GPUs they've already started installing in recent years.</p>\n<p>NVIDIA's biggest end-market remains video games, but its second-largest data center vertical is only just getting started. Intel has the most to lose, and NVIDIA's tech is already the name to beat. The winds of change are blowing strongly in the latter's favor.</p>","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>Why Intel Investors Should Worry About NVIDIA's New Data Center Chips</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Intel Investors Should Worry About NVIDIA's New Data Center Chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 15:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/19/why-intel-investors-worry-nvidia--data-center-chip/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even after some chip fabrication stumbles and falling behind some of its peers technologically, Intel (NASDAQ:INTC) remains by far the world's largest semiconductor company as measured by revenue. It ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/19/why-intel-investors-worry-nvidia--data-center-chip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/04/19/why-intel-investors-worry-nvidia--data-center-chip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128892363","content_text":"Even after some chip fabrication stumbles and falling behind some of its peers technologically, Intel (NASDAQ:INTC) remains by far the world's largest semiconductor company as measured by revenue. It hauled in a massive $77.9 billion in sales in 2020, an 8% year-over-year increase. With a global semiconductor shortage expected to last for the foreseeable future, Intel has said it will double down on its manufacturing and build a couple of new factories in Arizona.\nA sea change is starting in the industry, though. NVIDIA (NASDAQ:NVDA) is flexing its muscles and announced at its investor day last week that it's prepping a new data-center processor aimed at one of Intel's tentpole businesses. As computing needs quickly evolve, NVIDIA is on a path to industry domination.\nThe NVIDIA Grace CPU for data centers. Image source: NVIDIA.\nNew processors for a new era of AI\nNVIDIA has picked up serious momentum in recent years designing GPUs (graphics processing units) into data centers as computing accelerators. A GPU's strength is in its ability to break down large and complex tasks into smaller parts and compute them in parallel. This makes them ideal for high-performance computing like training artificial intelligence (AI) algorithms, which require that massive amounts of data be worked through.\nAs a result, NVIDIA has been picking off chunks of data center market share as its GPUs get added to the general-purpose CPUs (central processing units) that dominate the space currently.\nTo be sure, CPUs will remain an essential part of data centers, which are massive and complex computing units, and CPUs will handle basic tasks like pulling information from memory banks and coordinating the movement of data. This is the realm Intel has dominated for decades. Its data center group (DCG) reported sales of $26.1 billion last year, accounting for one-third of total revenue. All by itself, Intel's DCG dwarfs NVIDIA's total revenue of $16.7 billion last year.\nBut NVIDIA isn't content to just add its GPUs to data centers. It's coming for Intel's bread-and-butter CPU market share. It indicated as much with its pending acquisition of chip architecture designer ARM Holdings. And at its investor day, NVIDIA announced it's directly entering the data center CPU market with Grace, a high-performance CPU based on ARM chip designs that will be available in 2023. Interestingly, NVIDIA is also planning to sell Grace on a single circuit board with its GPUs, connecting the two with networking tech it picked up from its Mellanox acquisition last year.\nIntel is gearing up for expansion of its in-house manufacturing, but NVIDIA could put a damper on those efforts by seriously raising the bar in chip performance.\nA more modern operating model\nGranted, NVIDIA doesn't fabricate its own chips. It simply designs them and outsources manufacturing to the likes of Taiwan Semiconductor Manufacturing (NYSE:TSM) -- which incidentally surpassed Intel's chip fab size a couple of years back and currently boasts 57% of global chip-manufacturing market share. Given this operating model, NVIDIA's design house isn't going to surpass Intel's integrated design and fabrication business in terms of sales anytime soon.\nNevertheless, NVIDIA Grace could be just the first shot across Intel's bow as it seeks to scoop up more chunks of the modern data center's construction. Computing needs are rapidly evolving, and cloud computing is putting the power of entire AI systems at the fingertips of users working from PCs, laptops, and mobile devices. NVIDIA is purpose-building its suite of hardware for this growing demand, helping it leapfrog Intel technologically and confirming its spot at the table in a few years.\nAgain, Grace won't start selling until 2023 (NVIDIA said it will use these chips internally for now in its own private servers), but Intel has nevertheless been put on notice. When it comes time to upgrade CPUs, customers will soon have a new option that integrates seamlessly with the GPUs they've already started installing in recent years.\nNVIDIA's biggest end-market remains video games, but its second-largest data center vertical is only just getting started. Intel has the most to lose, and NVIDIA's tech is already the name to beat. The winds of change are blowing strongly in the latter's favor.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100435418,"gmtCreate":1619627803534,"gmtModify":1704727102854,"author":{"id":"3581594953730969","authorId":"3581594953730969","name":"Sammmmmmmmmm","avatar":"https://static.tigerbbs.com/dce22cb2ee3c901353ca51724f774db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594953730969","authorIdStr":"3581594953730969"},"themes":[],"htmlText":"Hope it moons!","listText":"Hope it moons!","text":"Hope it moons!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100435418","repostId":"1179396069","repostType":4,"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106009779,"gmtCreate":1620060051291,"gmtModify":1704338088549,"author":{"id":"3581594953730969","authorId":"3581594953730969","name":"Sammmmmmmmmm","avatar":"https://static.tigerbbs.com/dce22cb2ee3c901353ca51724f774db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594953730969","authorIdStr":"3581594953730969"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106009779","repostId":"1165463758","repostType":4,"repost":{"id":"1165463758","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620048819,"share":"https://ttm.financial/m/news/1165463758?lang=&edition=fundamental","pubTime":"2021-05-03 21:33","market":"us","language":"en","title":"Dow jumps 200 points as stock market kicks off May in rally mode","url":"https://stock-news.laohu8.com/highlight/detail?id=1165463758","media":"Tiger Newspress","summary":"(May 3) Stocks opened higher Monday, kicking off the first trading day of May in rally mode as inves","content":"<p>(May 3)&nbsp;Stocks opened higher Monday, kicking off the first trading day of May in rally mode as investors bet on the reopening of the U.S. economy. The Dow Jones Industrial Average&nbsp;was up 200 points, or 0.6%, at 34,076, while the S&amp;P 500&nbsp;rose 0.5% to 4,203 and the Nasdaq Composite&nbsp;advanced 0.4% to 14,012.</p><p>Berkshire Hathaway shares rose 1% in early trading after Warren Buffett’s conglomeratereported a 20% surge in operating earningsand continued to buy back large amounts of its own shares. Buffett also revealed to CNBC that when he is no longer in charge, Greg Abel, vice chairman of all non-insurance operations,will succeed him.</p><p>Bets on the economic reopening were gaining in early trading. Norwegian Cruise Line holdings and Carnival Corp. were both higher by 1% in the premarket. Caterpillar and Bank of America were also higher.</p><p>Shares of Verizon rose 0.6% in premarket trading after the telecom giant saidit will sell its media group to private equity firm Apollo Global Managementfor $5 billion. The sale allows Verizon to offload properties from the former internet empires of AOL and Yahoo.</p><p>Some tech shares, such as Tesla and Netflix, were weak in early trading.</p><p>Monday marks the first trading day of May. Despite Friday’s weakness in equities, the S&amp;P 500 notched its third straight month of gains in April, adding more than 5% to the index as investors bet on a big economic and profit recovery from the pandemic.</p><p>The S&amp;P 500 is now up 11% for the year.&nbsp;The benchmark closed at record levels on Thursday&nbsp;on the heels of blowout earnings results from Apple and Facebook.</p><p>The Dow rose about 2.7% last month, while the Nasdaq Composite gained 5.4% in April.</p><p>Some investors are expecting weakness in the new month given the old \"sell in May and go away\" Wall Street adage. This mantra calls for taking off risk from May to October, a period where the market is more prone to sell-offs historically.</p><p>Data going back to 1928 shows that the May-October period has the lowest average and median returns of any six-month period of the year with the S&amp;P 500 up 66% of the time on an average return of 2.2%, according to Bank of America.</p><p>The market might see mediocre performance from here especially after a massive rally from November to April, where the S&amp;P 500 gained 28%, the bank noted.</p><p>\"This is a small number of observations, but May-October has lackluster average and median returns after a November-April rally of at least 20%,\" Stephen Suttmeier, technical research strategist at Bank of America, said in a note.</p><p>Manufacturing PMI data for April will be released at 9:45 a.m. ET on Monday, followed by ISM manufacturing at 10 a.m.</p><p>April's jobs report will be released on Friday.</p><p>\"Investors are gearing up for another busy earnings week capped off with a widely watched jobs report. Given the positive economic and earnings news, the path of least resistance appears higher,\" Jack Ablin, chief investment officer at Cresset Capital told CNBC.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow jumps 200 points as stock market kicks off May in rally mode</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\">\nDow jumps 200 points as stock market kicks off May in rally mode\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-03 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(May 3)&nbsp;Stocks opened higher Monday, kicking off the first trading day of May in rally mode as investors bet on the reopening of the U.S. economy. The Dow Jones Industrial Average&nbsp;was up 200 points, or 0.6%, at 34,076, while the S&amp;P 500&nbsp;rose 0.5% to 4,203 and the Nasdaq Composite&nbsp;advanced 0.4% to 14,012.</p><p>Berkshire Hathaway shares rose 1% in early trading after Warren Buffett’s conglomeratereported a 20% surge in operating earningsand continued to buy back large amounts of its own shares. Buffett also revealed to CNBC that when he is no longer in charge, Greg Abel, vice chairman of all non-insurance operations,will succeed him.</p><p>Bets on the economic reopening were gaining in early trading. Norwegian Cruise Line holdings and Carnival Corp. were both higher by 1% in the premarket. Caterpillar and Bank of America were also higher.</p><p>Shares of Verizon rose 0.6% in premarket trading after the telecom giant saidit will sell its media group to private equity firm Apollo Global Managementfor $5 billion. The sale allows Verizon to offload properties from the former internet empires of AOL and Yahoo.</p><p>Some tech shares, such as Tesla and Netflix, were weak in early trading.</p><p>Monday marks the first trading day of May. Despite Friday’s weakness in equities, the S&amp;P 500 notched its third straight month of gains in April, adding more than 5% to the index as investors bet on a big economic and profit recovery from the pandemic.</p><p>The S&amp;P 500 is now up 11% for the year.&nbsp;The benchmark closed at record levels on Thursday&nbsp;on the heels of blowout earnings results from Apple and Facebook.</p><p>The Dow rose about 2.7% last month, while the Nasdaq Composite gained 5.4% in April.</p><p>Some investors are expecting weakness in the new month given the old \"sell in May and go away\" Wall Street adage. This mantra calls for taking off risk from May to October, a period where the market is more prone to sell-offs historically.</p><p>Data going back to 1928 shows that the May-October period has the lowest average and median returns of any six-month period of the year with the S&amp;P 500 up 66% of the time on an average return of 2.2%, according to Bank of America.</p><p>The market might see mediocre performance from here especially after a massive rally from November to April, where the S&amp;P 500 gained 28%, the bank noted.</p><p>\"This is a small number of observations, but May-October has lackluster average and median returns after a November-April rally of at least 20%,\" Stephen Suttmeier, technical research strategist at Bank of America, said in a note.</p><p>Manufacturing PMI data for April will be released at 9:45 a.m. ET on Monday, followed by ISM manufacturing at 10 a.m.</p><p>April's jobs report will be released on Friday.</p><p>\"Investors are gearing up for another busy earnings week capped off with a widely watched jobs report. Given the positive economic and earnings news, the path of least resistance appears higher,\" Jack Ablin, chief investment officer at Cresset Capital told CNBC.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165463758","content_text":"(May 3) Stocks opened higher Monday, kicking off the first trading day of May in rally mode as investors bet on the reopening of the U.S. economy. The Dow Jones Industrial Average was up 200 points, or 0.6%, at 34,076, while the S&P 500 rose 0.5% to 4,203 and the Nasdaq Composite advanced 0.4% to 14,012.Berkshire Hathaway shares rose 1% in early trading after Warren Buffett’s conglomeratereported a 20% surge in operating earningsand continued to buy back large amounts of its own shares. Buffett also revealed to CNBC that when he is no longer in charge, Greg Abel, vice chairman of all non-insurance operations,will succeed him.Bets on the economic reopening were gaining in early trading. Norwegian Cruise Line holdings and Carnival Corp. were both higher by 1% in the premarket. Caterpillar and Bank of America were also higher.Shares of Verizon rose 0.6% in premarket trading after the telecom giant saidit will sell its media group to private equity firm Apollo Global Managementfor $5 billion. The sale allows Verizon to offload properties from the former internet empires of AOL and Yahoo.Some tech shares, such as Tesla and Netflix, were weak in early trading.Monday marks the first trading day of May. Despite Friday’s weakness in equities, the S&P 500 notched its third straight month of gains in April, adding more than 5% to the index as investors bet on a big economic and profit recovery from the pandemic.The S&P 500 is now up 11% for the year. The benchmark closed at record levels on Thursday on the heels of blowout earnings results from Apple and Facebook.The Dow rose about 2.7% last month, while the Nasdaq Composite gained 5.4% in April.Some investors are expecting weakness in the new month given the old \"sell in May and go away\" Wall Street adage. This mantra calls for taking off risk from May to October, a period where the market is more prone to sell-offs historically.Data going back to 1928 shows that the May-October period has the lowest average and median returns of any six-month period of the year with the S&P 500 up 66% of the time on an average return of 2.2%, according to Bank of America.The market might see mediocre performance from here especially after a massive rally from November to April, where the S&P 500 gained 28%, the bank noted.\"This is a small number of observations, but May-October has lackluster average and median returns after a November-April rally of at least 20%,\" Stephen Suttmeier, technical research strategist at Bank of America, said in a note.Manufacturing PMI data for April will be released at 9:45 a.m. ET on Monday, followed by ISM manufacturing at 10 a.m.April's jobs report will be released on Friday.\"Investors are gearing up for another busy earnings week capped off with a widely watched jobs report. Given the positive economic and earnings news, the path of least resistance appears higher,\" Jack Ablin, chief investment officer at Cresset Capital told CNBC.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100437829,"gmtCreate":1619627968861,"gmtModify":1704727104469,"author":{"id":"3581594953730969","authorId":"3581594953730969","name":"Sammmmmmmmmm","avatar":"https://static.tigerbbs.com/dce22cb2ee3c901353ca51724f774db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594953730969","authorIdStr":"3581594953730969"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100437829","repostId":"1131068131","repostType":4,"repost":{"id":"1131068131","kind":"news","pubTimestamp":1619586637,"share":"https://ttm.financial/m/news/1131068131?lang=&edition=fundamental","pubTime":"2021-04-28 13:10","market":"us","language":"en","title":"Facebook Reports Earnings Wednesday. Here Is What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1131068131","media":"Barrons","summary":"Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, ","content":"<p>Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.</p>\n<p>As demonstrated by powerful results last week from Snapchat maker Snap (ticker: SNAP), digital advertising is coming back, fast. Facebook (FB) stands to make even more money than Snap. Analysts expect a net profit of nearly $7 billion, which amounts to $2.61 a share, when Facebook reports results after the closing bell Wednesday.</p>\n<p>Including sales of its virtual reality hardware, and other devices—which are expected contribute to the estimated $452 million to the “Other” revenue segment—Facebook revenue is expected to rise roughly 33% to $23.71 billion. The ad business will contribute revenue of $23.29 billion.</p>\n<p>Facebook is expected to grow its user base by tens of millions as well. Analysts forecast its daily member count will rise to 1.87 billion, and monthly user base will top 2.83 billion. Its monthly user base is expected to reach almost 3 billion (2.99 billion) by the end of the year.</p>\n<p>Beyond advertising, BMO Capital Markets analyst Daniel Salmon&nbsp;wrote in a research note that commerce and shopping are becoming more important for Facebook’s success.</p>\n<p>In March, Facebook chief executive Mark Zuckerberg&nbsp;said there were one million Facebook Shops, and 250 million visitors. Salmon said that if the company discloses the gross merchandise volume, it could help cement the importance to investors of Facebook’s commerce initiatives. Salmon acknowledged that such as disclosure wasn’t likely.</p>\n<p>Investors have been wondering for months about the impact of a change to Apple‘s mobile operating system tech, which finally rolled out this week.</p>\n<p>On Monday, in an update to its iOS operating system,Apple changed its software to ask iPhone and iPad users to opt in to an app’s tracking—a significant departure from the opt out ability buried in the operating system’s settings previously.</p>\n<p>Zuckerberg and&nbsp;Apple&nbsp;(APPL) CEO Tim Cook&nbsp;have sparred over the issue for months. With just over a day’s worth of data, it seems unlikely Facebook will share details about the impact on its users. Previously developers have said it will hurt advertising targeting, and therefore damage ad revenue. It isn’t yet clear exactly what Apple users will do when presented with the choice, or the effectiveness of potential workarounds built by Facebook and others.</p>\n<p>BofA Securities analyst Justin Post wrote that he expects a “modest, low-single digit” impact on advertising spending on the platform since Facebook has had “ample time to prepare and develop workarounds.”</p>\n<p>Facebook finance chief David Wehner&nbsp;has discussed the potential impact on the business in past conference calls, and investors should pay close attention to any updates offered Wednesday. It’s worth noting that Zuckerberg took a less cautious tone in March, saying that he was confident the company will handle the situation. There is also the potential it could positively benefit the company, the CEO said.</p>\n<p>Of the analysts that cover Facebook, 49 rate the stock Buy, six have a Hold, and three rate it a Sell. The average target price is $339, which implies an upside of 12%.</p>\n<p>Barron’s took a positive view of Facebook stock earlier this month. Shares have climbed 2% since the cover story in the April 5 issue, as the S&amp;P 500 index rose 4.1%. Facebook gained 0.7% to $305.02 in Tuesday afternoon trading.</p>","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>Facebook Reports Earnings Wednesday. Here Is What to 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\">\nFacebook Reports Earnings Wednesday. Here Is What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 13:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.\nAs ...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131068131","content_text":"Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.\nAs demonstrated by powerful results last week from Snapchat maker Snap (ticker: SNAP), digital advertising is coming back, fast. Facebook (FB) stands to make even more money than Snap. Analysts expect a net profit of nearly $7 billion, which amounts to $2.61 a share, when Facebook reports results after the closing bell Wednesday.\nIncluding sales of its virtual reality hardware, and other devices—which are expected contribute to the estimated $452 million to the “Other” revenue segment—Facebook revenue is expected to rise roughly 33% to $23.71 billion. The ad business will contribute revenue of $23.29 billion.\nFacebook is expected to grow its user base by tens of millions as well. Analysts forecast its daily member count will rise to 1.87 billion, and monthly user base will top 2.83 billion. Its monthly user base is expected to reach almost 3 billion (2.99 billion) by the end of the year.\nBeyond advertising, BMO Capital Markets analyst Daniel Salmon wrote in a research note that commerce and shopping are becoming more important for Facebook’s success.\nIn March, Facebook chief executive Mark Zuckerberg said there were one million Facebook Shops, and 250 million visitors. Salmon said that if the company discloses the gross merchandise volume, it could help cement the importance to investors of Facebook’s commerce initiatives. Salmon acknowledged that such as disclosure wasn’t likely.\nInvestors have been wondering for months about the impact of a change to Apple‘s mobile operating system tech, which finally rolled out this week.\nOn Monday, in an update to its iOS operating system,Apple changed its software to ask iPhone and iPad users to opt in to an app’s tracking—a significant departure from the opt out ability buried in the operating system’s settings previously.\nZuckerberg and Apple (APPL) CEO Tim Cook have sparred over the issue for months. With just over a day’s worth of data, it seems unlikely Facebook will share details about the impact on its users. Previously developers have said it will hurt advertising targeting, and therefore damage ad revenue. It isn’t yet clear exactly what Apple users will do when presented with the choice, or the effectiveness of potential workarounds built by Facebook and others.\nBofA Securities analyst Justin Post wrote that he expects a “modest, low-single digit” impact on advertising spending on the platform since Facebook has had “ample time to prepare and develop workarounds.”\nFacebook finance chief David Wehner has discussed the potential impact on the business in past conference calls, and investors should pay close attention to any updates offered Wednesday. It’s worth noting that Zuckerberg took a less cautious tone in March, saying that he was confident the company will handle the situation. There is also the potential it could positively benefit the company, the CEO said.\nOf the analysts that cover Facebook, 49 rate the stock Buy, six have a Hold, and three rate it a Sell. The average target price is $339, which implies an upside of 12%.\nBarron’s took a positive view of Facebook stock earlier this month. Shares have climbed 2% since the cover story in the April 5 issue, as the S&P 500 index rose 4.1%. Facebook gained 0.7% to $305.02 in Tuesday afternoon trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100493637,"gmtCreate":1619626266129,"gmtModify":1704727083535,"author":{"id":"3581594953730969","authorId":"3581594953730969","name":"Sammmmmmmmmm","avatar":"https://static.tigerbbs.com/dce22cb2ee3c901353ca51724f774db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594953730969","authorIdStr":"3581594953730969"},"themes":[],"htmlText":"SMH down..","listText":"SMH down..","text":"SMH down..","images":[{"img":"https://static.tigerbbs.com/de1b6a27dfe683e63c81ffe1fec79589","width":"1125","height":"3253"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100493637","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":371956057,"gmtCreate":1618905283779,"gmtModify":1704716642860,"author":{"id":"3581594953730969","authorId":"3581594953730969","name":"Sammmmmmmmmm","avatar":"https://static.tigerbbs.com/dce22cb2ee3c901353ca51724f774db6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594953730969","authorIdStr":"3581594953730969"},"themes":[],"htmlText":"Time to buy","listText":"Time to buy","text":"Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371956057","repostId":"1121126533","repostType":4,"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}