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10-06

1 &8

2023-10-10

$Palantir Technologies Inc.(PLTR)$ did they hit during Ukraine and Russia?let's wait and see....I'm in long term till hit $400...hahh

2022-11-12

Good article

Cathie Wood Is Doubling Down on Tesla Stock. Should You?

2022-08-08

Ok

Growth ETFs Shining to Start Second Half: Here's Why

2022-08-04

Nice

Palantir Q2'22 Preview: What Investors Can Expect

2022-08-01

Let's see my PayPal?

AMD, PayPal, Starbucks, Uber, Paramount, and Other Stocks for Investors to Watch This Week

2022-07-15

Best

Sorry, the original content has been removed

2022-02-18

[Sad]

Why Did Palantir Stock Fall Today? Q4 Earnings Miss Hits Shares

2022-02-18

Buy the dip but no money

Why Did Palantir Stock Fall Today? Q4 Earnings Miss Hits Shares

2022-02-01

Nice

BRIEF-Satellogic Announces Strategic Partnership With Palantir Technologies

2022-01-19

$Palantir Technologies Inc.(PLTR)$still losing but still adding...i believe you can fly 🕊️

2022-01-17

👍

Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year

Go to Tiger App to see more news

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&amp;8","listText":"1 &amp;8","text":"1 &8","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357156400845200","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":229013529727032,"gmtCreate":1696950518632,"gmtModify":1696950522462,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>did they hit during Ukraine and Russia?let's wait and see....I'm in long term till hit $400...hahh","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>did they hit during Ukraine and Russia?let's wait and see....I'm in long term till hit $400...hahh","text":"$Palantir Technologies Inc.(PLTR)$ did they hit during Ukraine and Russia?let's wait and see....I'm in long term till hit $400...hahh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/229013529727032","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960455327,"gmtCreate":1668232512369,"gmtModify":1676538032497,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"Good article&nbsp;","listText":"Good article&nbsp;","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960455327","repostId":"1101788853","repostType":2,"repost":{"id":"1101788853","kind":"news","pubTimestamp":1668174303,"share":"https://ttm.financial/m/news/1101788853?lang=&edition=fundamental","pubTime":"2022-11-11 21:45","market":"us","language":"en","title":"Cathie Wood Is Doubling Down on Tesla Stock. Should You?","url":"https://stock-news.laohu8.com/highlight/detail?id=1101788853","media":"InvestorPlace","summary":"Cathie Wood recently increased herTesla(TSLA) stock holdings.This came after the stock plunged follo","content":"<html><head></head><body><ul><li>Cathie Wood recently increased her<b>Tesla</b>(<b><u>TSLA</u></b>) stock holdings.</li><li>This came after the stock plunged following CEO Elon Musk’s takeover of <b>Twitter</b>.</li><li>TSLA stock is rising on Thursday, but experts still have questions about its future.</li></ul><p>As CEO Elon Musk has been offloading shares of <b>Tesla</b>(NASDAQ: <b>TSLA</b>) stock, Cathie Wood has been picking them up. Recently, the famed contrarian investor announced that she has increased her TSLA stock holdings amid the company’s new controversy.</p><p>Ever since Musk successfully acquired <b>Twitter</b>, his focus has been on the social media platform. This hasn’t been good for TSLA stock, which has been steadily sliding downward all week, losing more than 10% of its value. But in keeping with her investment philosophy, Cathie Wood has increased her Tesla position across several funds. She has also acquired additional shares of other beaten-down tech stocks while offloading others.</p><p>Let’s take a look at Cathie Wood’s recent investments and what they mean for Tesla.</p><p><b>What’s Happening With TSLA Stock?</b></p><p>Whenever TSLA stock has dipped, Wood has seized the opportunity to acquire more shares. In late October, she doubled down on Tesla despite disappointing third-quarter earnings. Yesterday, the <b>Ark Invest</b> founder followed that same pattern through her exchange-traded funds (ETFs); the <b>ARK Innovation ETF</b>(NYSEARCA: <b><u>ARKK</u></b>) purchased 27,594 shares, the <b>ARK Autonomous Technology &amp; Robotics ETF</b>(BATS: <b><u>ARKQ</u></b>) added 9,173 shares and the <b>ARK Next Generation Internet ETF</b>(NYSEARCA: <b><u>ARKW</u></b>) bought 2,909 shares. Tesla is now the top holding for ARKQ. In ARKK and ARKW, it is the second-largest holding behind <b>Zoom</b>(NASDAQ: <b><u>ZM</u></b>).</p><p>Like TSLA stock, Zoom has long been a favorite stock for Cathie Wood. She also increased her position in ZM stock yesterday, along with fellow beaten-down tech stock <b>Coinbase</b>(NASDAQ: <b><u>COIN</u></b>). However, these purchases were financed with the help of Wood offloading <b>Nvidia</b>(NASDAQ: <b><u>NVDA</u></b>) stock. Wood also sold shares of penny stocks <b>Berkeley Lights</b>(NASDAQ: <b><u>BLI</u></b>) and <b>TuSimple</b> (NASDAQ: <b><u>TSP</u></b>), although the decision to sell the latter may have been driven more so by recent investigation news.</p><p>Clearly, Cathie Wood is maintaining her bullish stance on Tesla with all of these trades, though, even as experts express concerns. In late October, the famed investor outlined TSLA’s10x potential, if the company can create a more affordable electric vehicle(EV). The fact Wood is doubling down on shares now indicates she still firmly believes in that potential.</p><p>Wood’s Tesla investments have helped push shares 7% higher on Thursday, even in the face of more bad news. Although it has been historically bullish, Wedbush recently lowered its price target on TSLA stock. The firm also removed Tesla from its top tickers list.</p><p><b>What Comes Next?</b></p><p>Wedbush is not the only one to have soured on TSLA stock lately. Since Musk has been focusing on Twitter, shares have fallen drastically as Wall Street shifts focus to more stable EV producers. However, Wood’s philosophy has always been to double down on the high-growth tech stocks that other investors are casting aside.</p><p>Cathie Wood’s recent NVDA stock sales remind us why this strategy is sometimes effective. The investor increased her NVDA holdings back in early September, during a period of steep decline. Since then, Nvidia has rebounded more than 10%. If Wood is correct about Tesla now, it will bounce back within the coming months as markets shift in 2023.</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>Cathie Wood Is Doubling Down on Tesla Stock. Should You?</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\">\nCathie Wood Is Doubling Down on Tesla Stock. Should You?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 21:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/11/cathie-wood-is-doubling-down-on-tesla-tsla-stock-should-you/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood recently increased herTesla(TSLA) stock holdings.This came after the stock plunged following CEO Elon Musk’s takeover of Twitter.TSLA stock is rising on Thursday, but experts still have ...</p>\n\n<a href=\"https://investorplace.com/2022/11/cathie-wood-is-doubling-down-on-tesla-tsla-stock-should-you/\">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/2022/11/cathie-wood-is-doubling-down-on-tesla-tsla-stock-should-you/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101788853","content_text":"Cathie Wood recently increased herTesla(TSLA) stock holdings.This came after the stock plunged following CEO Elon Musk’s takeover of Twitter.TSLA stock is rising on Thursday, but experts still have questions about its future.As CEO Elon Musk has been offloading shares of Tesla(NASDAQ: TSLA) stock, Cathie Wood has been picking them up. Recently, the famed contrarian investor announced that she has increased her TSLA stock holdings amid the company’s new controversy.Ever since Musk successfully acquired Twitter, his focus has been on the social media platform. This hasn’t been good for TSLA stock, which has been steadily sliding downward all week, losing more than 10% of its value. But in keeping with her investment philosophy, Cathie Wood has increased her Tesla position across several funds. She has also acquired additional shares of other beaten-down tech stocks while offloading others.Let’s take a look at Cathie Wood’s recent investments and what they mean for Tesla.What’s Happening With TSLA Stock?Whenever TSLA stock has dipped, Wood has seized the opportunity to acquire more shares. In late October, she doubled down on Tesla despite disappointing third-quarter earnings. Yesterday, the Ark Invest founder followed that same pattern through her exchange-traded funds (ETFs); the ARK Innovation ETF(NYSEARCA: ARKK) purchased 27,594 shares, the ARK Autonomous Technology & Robotics ETF(BATS: ARKQ) added 9,173 shares and the ARK Next Generation Internet ETF(NYSEARCA: ARKW) bought 2,909 shares. Tesla is now the top holding for ARKQ. In ARKK and ARKW, it is the second-largest holding behind Zoom(NASDAQ: ZM).Like TSLA stock, Zoom has long been a favorite stock for Cathie Wood. She also increased her position in ZM stock yesterday, along with fellow beaten-down tech stock Coinbase(NASDAQ: COIN). However, these purchases were financed with the help of Wood offloading Nvidia(NASDAQ: NVDA) stock. Wood also sold shares of penny stocks Berkeley Lights(NASDAQ: BLI) and TuSimple (NASDAQ: TSP), although the decision to sell the latter may have been driven more so by recent investigation news.Clearly, Cathie Wood is maintaining her bullish stance on Tesla with all of these trades, though, even as experts express concerns. In late October, the famed investor outlined TSLA’s10x potential, if the company can create a more affordable electric vehicle(EV). The fact Wood is doubling down on shares now indicates she still firmly believes in that potential.Wood’s Tesla investments have helped push shares 7% higher on Thursday, even in the face of more bad news. Although it has been historically bullish, Wedbush recently lowered its price target on TSLA stock. The firm also removed Tesla from its top tickers list.What Comes Next?Wedbush is not the only one to have soured on TSLA stock lately. Since Musk has been focusing on Twitter, shares have fallen drastically as Wall Street shifts focus to more stable EV producers. However, Wood’s philosophy has always been to double down on the high-growth tech stocks that other investors are casting aside.Cathie Wood’s recent NVDA stock sales remind us why this strategy is sometimes effective. The investor increased her NVDA holdings back in early September, during a period of steep decline. Since then, Nvidia has rebounded more than 10%. If Wood is correct about Tesla now, it will bounce back within the coming months as markets shift in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904006621,"gmtCreate":1659951242165,"gmtModify":1703476313823,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904006621","repostId":"2257158391","repostType":4,"repost":{"id":"2257158391","kind":"highlight","pubTimestamp":1659949756,"share":"https://ttm.financial/m/news/2257158391?lang=&edition=fundamental","pubTime":"2022-08-08 17:09","market":"us","language":"en","title":"Growth ETFs Shining to Start Second Half: Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2257158391","media":"Zacks","summary":"After being beaten down badly this year, growth investing has regained momentum in the second half g","content":"<html><head></head><body><p>After being beaten down badly this year, growth investing has regained momentum in the second half given the renewed appeal for riskier assets. This is especially true as the ultra-popular <a href=\"https://laohu8.com/S/EMDI\">iShares</a> Russell 1000 Growth ETF IWF has gained 12.6% over the past month against 5.3% for the value counterpart <a href=\"https://laohu8.com/S/EMEY\">iShares</a> Russell 1000 Value ETF IWD.</p><p>While many products have been showing strong momentum, we have highlighted five ETFs that have been outperforming in the space and offers broad exposure to the U.S. equity market rather than a specific sector or industry. <a href=\"https://laohu8.com/S/MGK\">Vanguard Mega Cap Growth ETF</a>, <a href=\"https://laohu8.com/S/VUG\">Vanguard Growth ETF</a>, <a href=\"https://laohu8.com/S/RPG\">Invesco S&amp;P 500 Pure Growth ETF </a>, <a href=\"https://laohu8.com/S/SCHG\">Schwab U.S. Large-Cap Growth ETF</a>, and <a href=\"https://laohu8.com/S/SPYG\">SPDR Portfolio S&amp;P 500 Growth ETF</a> have been showing strong momentum. These ETFs have and have a top Zacks ETFs Rank #2 (Buy), suggesting their continued outperformance.</p><h3>Risky Bets Surge</h3><p>Investors are rotating into beaten-down, high-growth areas like technology, which were at the heart of a sell-off driven by soaring yields and Fed aggressive rate hikes. A drop in Treasury yields and declining commodity prices brought back the lure for riskier assets. Additionally, growth stocks have become cheaply valued after the massive decline early in the year.</p><p>Notably, all the three major indices logged in the best July since 2020. The tech-heavy Nasdaq Composite Index was the outperformer, climbing 12.4%, while the Dow Jones and the S&amp;P 500 gained 6.7% and 9.1%, respectively (read: Stocks&#39; Best Month Since 2020: Top ETF Areas of July).</p><p>The world&#39;s largest economy is poised for a technical recession as GDP shrank by 0.9% in the second quarter, followed by a 1.6% decline in the first quarter. This might prompt the Fed to scale back its interest rate hiking cycle in the fall, resulting in risk-on trade. The central bank raised interest rates by 75 bps last month in the range of 2.25% and 2.5% to fight inflation and hinted that it could slow the pace of its rate hike campaign at some point.</p><p>Further, commodity prices have also fallen on recessionary fears, thereby providing a boost to investors’ sentiment.</p><p>Growth investing focuses on capital appreciation rather than annual income or dividends. It is a stock-buying strategy that aims to profit from companies that grow at above-average rates compared to their industry or the market. This is a more active attempt versus the value to build up the portfolio and generate more return on the capital investment.</p><p>These stocks have more upside potential in the coming months, given a surging stock market and an improving prospect of economic growth. However, these offer exposure to stocks with growth characteristics that have comparatively higher P/B, P/S and P/E ratios and exhibit a higher degree of volatility especially compared to value stocks.</p><p>Let’s discuss the above-mentioned ETFs in detail below:</p><p><b>Vanguard Mega Cap Growth ETF (MGK) – Up 14.6%</b></p><p>Vanguard Mega Cap Growth ETF tracks the CRSP US Mega Cap Growth Index. It holds 99 securities in its basket, with none accounting for more than 15.2% of the total assets. It has key holdings in technology and consumer discretionary that account for double-digit exposure each (read: 5 Top-Ranked ETFs That Outperformed in July).</p><p>Vanguard Mega Cap Growth ETF charges 7 basis points in annual fees and trades in good volume of around 351,000 shares a day on average. The fund has AUM of $11.6 billion.</p><p><b>Vanguard Growth ETF (VUG) – Up 14.2%</b></p><p>Vanguard Growth ETF follows the CRSP US Large Cap Growth Index, holding 260 stocks in its basket, with none accounting for more than 12.7% share. Technology dominates the fund’s portfolio at 48.6%, while consumer discretionary and industrials wound off the next two sectors with a 22.4% and 10.7% share, respectively.</p><p>Vanguard Growth ETF has AUM of $76.9 billion and an average daily volume of 1.3 million shares. It charges 4 bps in fees per year.</p><p><b>Invesco S&amp;P 500 Pure Growth ETF (RPG) – Up 14.1%</b></p><p>Invesco S&amp;P 500 Pure Growth ETF offers exposure to the companies that exhibit strong growth characteristics in the S&amp;P 500 Index. It tracks the S&amp;P 500 Pure Growth Index and holds 58 stocks in its basket, with none making up for more than 4.2% of assets. Here again, information technology dominates the portfolio with 37.9% of its assets, while healthcare, consumer discretionary and financials round off the next three spots with double-digit exposure each (read: Tech ETFs Make A Solid Comeback in July).</p><p>Invesco S&amp;P 500 Pure Growth ETF has amassed $2.4 billion in its asset base and trades in a good average volume of around 125,000 shares a day. The product charges 35 bps in fees a year from investors.</p><p><b>Schwab U.S. Large-Cap Growth ETF (SCHG) – Up 13.9%</b></p><p>With AUM of $15 billion, Schwab U.S. Large-Cap Growth ETF follows the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It holds 228 stocks in its basket, with a large concentration on the top two firms. From a sector look, information technology takes the top spot at 48.1% share while health care, consumer discretionary and communication services receive double-digit exposure each in the portfolio.</p><p>Schwab U.S. Large-Cap Growth ETF charges 4 bps in annual fees and sees an average volume of around 1.3 million shares a day.</p><p><b>SPDR S&amp;P 500 Growth ETF (SPYG) – Up 13.4%</b></p><p>SPDR S&amp;P 500 Growth ETF follows the S&amp;P 500 Growth Index, holding 240 stocks in its basket with a heavy concentration on the top two firms. It is heavy on the information technology sector with a 45% allocation, while consumer discretionary, healthcare, and communication services round off the next three spots.</p><p>SPDR S&amp;P 500 Growth ETF has amassed $14.4 billion in its asset base and charges investors 4 bps in annual fees. Volume is good, exchanging about 2.7 million shares a day on average.</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>Growth ETFs Shining to Start Second Half: Here's Why</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\">\nGrowth ETFs Shining to Start Second Half: Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 17:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1964842/growth-etfs-shining-to-start-second-half-heres-why><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After being beaten down badly this year, growth investing has regained momentum in the second half given the renewed appeal for riskier assets. This is especially true as the ultra-popular iShares ...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1964842/growth-etfs-shining-to-start-second-half-heres-why\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MGK":"Vanguard Mega Cap Growth ETF","SCHG":"Schwab U.S. Large -Cap Growth ET","PRG":"PROG Holdings, Inc.","VUG":"成长股指数ETF-Vanguard MSCI"},"source_url":"https://www.zacks.com/stock/news/1964842/growth-etfs-shining-to-start-second-half-heres-why","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257158391","content_text":"After being beaten down badly this year, growth investing has regained momentum in the second half given the renewed appeal for riskier assets. This is especially true as the ultra-popular iShares Russell 1000 Growth ETF IWF has gained 12.6% over the past month against 5.3% for the value counterpart iShares Russell 1000 Value ETF IWD.While many products have been showing strong momentum, we have highlighted five ETFs that have been outperforming in the space and offers broad exposure to the U.S. equity market rather than a specific sector or industry. Vanguard Mega Cap Growth ETF, Vanguard Growth ETF, Invesco S&P 500 Pure Growth ETF , Schwab U.S. Large-Cap Growth ETF, and SPDR Portfolio S&P 500 Growth ETF have been showing strong momentum. These ETFs have and have a top Zacks ETFs Rank #2 (Buy), suggesting their continued outperformance.Risky Bets SurgeInvestors are rotating into beaten-down, high-growth areas like technology, which were at the heart of a sell-off driven by soaring yields and Fed aggressive rate hikes. A drop in Treasury yields and declining commodity prices brought back the lure for riskier assets. Additionally, growth stocks have become cheaply valued after the massive decline early in the year.Notably, all the three major indices logged in the best July since 2020. The tech-heavy Nasdaq Composite Index was the outperformer, climbing 12.4%, while the Dow Jones and the S&P 500 gained 6.7% and 9.1%, respectively (read: Stocks' Best Month Since 2020: Top ETF Areas of July).The world's largest economy is poised for a technical recession as GDP shrank by 0.9% in the second quarter, followed by a 1.6% decline in the first quarter. This might prompt the Fed to scale back its interest rate hiking cycle in the fall, resulting in risk-on trade. The central bank raised interest rates by 75 bps last month in the range of 2.25% and 2.5% to fight inflation and hinted that it could slow the pace of its rate hike campaign at some point.Further, commodity prices have also fallen on recessionary fears, thereby providing a boost to investors’ sentiment.Growth investing focuses on capital appreciation rather than annual income or dividends. It is a stock-buying strategy that aims to profit from companies that grow at above-average rates compared to their industry or the market. This is a more active attempt versus the value to build up the portfolio and generate more return on the capital investment.These stocks have more upside potential in the coming months, given a surging stock market and an improving prospect of economic growth. However, these offer exposure to stocks with growth characteristics that have comparatively higher P/B, P/S and P/E ratios and exhibit a higher degree of volatility especially compared to value stocks.Let’s discuss the above-mentioned ETFs in detail below:Vanguard Mega Cap Growth ETF (MGK) – Up 14.6%Vanguard Mega Cap Growth ETF tracks the CRSP US Mega Cap Growth Index. It holds 99 securities in its basket, with none accounting for more than 15.2% of the total assets. It has key holdings in technology and consumer discretionary that account for double-digit exposure each (read: 5 Top-Ranked ETFs That Outperformed in July).Vanguard Mega Cap Growth ETF charges 7 basis points in annual fees and trades in good volume of around 351,000 shares a day on average. The fund has AUM of $11.6 billion.Vanguard Growth ETF (VUG) – Up 14.2%Vanguard Growth ETF follows the CRSP US Large Cap Growth Index, holding 260 stocks in its basket, with none accounting for more than 12.7% share. Technology dominates the fund’s portfolio at 48.6%, while consumer discretionary and industrials wound off the next two sectors with a 22.4% and 10.7% share, respectively.Vanguard Growth ETF has AUM of $76.9 billion and an average daily volume of 1.3 million shares. It charges 4 bps in fees per year.Invesco S&P 500 Pure Growth ETF (RPG) – Up 14.1%Invesco S&P 500 Pure Growth ETF offers exposure to the companies that exhibit strong growth characteristics in the S&P 500 Index. It tracks the S&P 500 Pure Growth Index and holds 58 stocks in its basket, with none making up for more than 4.2% of assets. Here again, information technology dominates the portfolio with 37.9% of its assets, while healthcare, consumer discretionary and financials round off the next three spots with double-digit exposure each (read: Tech ETFs Make A Solid Comeback in July).Invesco S&P 500 Pure Growth ETF has amassed $2.4 billion in its asset base and trades in a good average volume of around 125,000 shares a day. The product charges 35 bps in fees a year from investors.Schwab U.S. Large-Cap Growth ETF (SCHG) – Up 13.9%With AUM of $15 billion, Schwab U.S. Large-Cap Growth ETF follows the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It holds 228 stocks in its basket, with a large concentration on the top two firms. From a sector look, information technology takes the top spot at 48.1% share while health care, consumer discretionary and communication services receive double-digit exposure each in the portfolio.Schwab U.S. Large-Cap Growth ETF charges 4 bps in annual fees and sees an average volume of around 1.3 million shares a day.SPDR S&P 500 Growth ETF (SPYG) – Up 13.4%SPDR S&P 500 Growth ETF follows the S&P 500 Growth Index, holding 240 stocks in its basket with a heavy concentration on the top two firms. It is heavy on the information technology sector with a 45% allocation, while consumer discretionary, healthcare, and communication services round off the next three spots.SPDR S&P 500 Growth ETF has amassed $14.4 billion in its asset base and charges investors 4 bps in annual fees. Volume is good, exchanging about 2.7 million shares a day on average.","news_type":1},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902987629,"gmtCreate":1659628181763,"gmtModify":1706002728973,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902987629","repostId":"1146734237","repostType":2,"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":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908998285,"gmtCreate":1659310746548,"gmtModify":1676536283589,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"Let's see my PayPal?","listText":"Let's see my PayPal?","text":"Let's see my PayPal?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908998285","repostId":"2256011225","repostType":4,"repost":{"id":"2256011225","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1659308889,"share":"https://ttm.financial/m/news/2256011225?lang=&edition=fundamental","pubTime":"2022-08-01 07:08","market":"us","language":"en","title":"AMD, PayPal, Starbucks, Uber, Paramount, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2256011225","media":"Dow Jones","summary":"Brands release earnings.The ISM releases its Services PMI for July. The consensus call is for a 53.3 reading, two points less than in June. The Services PMI has fallen for three consecutive months and is at its lowest","content":"<html><head></head><body><p>It&#39;s the peak stretch of second-quarter earnings season, with roughly 150 S&amp;P 500 firms scheduled to report this week. The highlights on the economic calendar will be a pair of purchasing managers&#39; index readings and jobs Friday.</p><p>Devon Energy and Simon Property Group will get the ball rolling on Monday before a busy Tuesday: Advanced Micro Devices, Airbnb, Caterpillar, Electronic Arts, Marathon Petroleum, Marriott International, Occidental Petroleum, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Starbucks, and Uber Technologies all report.</p><p>Wednesday&#39;s earnings highlights will be <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, CVS Health, <a href=\"https://laohu8.com/S/EBAY\">eBay</a>, and Moderna. Thursday will bring results from Alibaba Group Holding, <a href=\"https://laohu8.com/S/SQ\">Block</a>, ConocoPhillips, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>, and <a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a>, before EOG Resources and Western Digital close the week on Friday.</p><p>Economic data out this week will include the Institute for Supply Management&#39;s Manufacturing Purchasing Managers&#39; Index for July on Monday, followed by the Services PMI on Wednesday. Both measures of activity are seen declining from June.</p><p>On Tuesday, the Bureau of Labor Statistics will release the Job Openings and Labor Turnover Survey for June. Then, on Thursday, the Bank of England will announce a monetary-policy decision. An interest-rate hike is likely to be in store.</p><p>Finally, the highlight of the week will be the Bureau of Labor Statistics&#39; jobs report for July on Friday morning. Economists&#39; consensus calls for growth of 250,000 nonfarm payrolls and for the unemployment rate to remain at 3.6%.</p><p><img src=\"https://static.tigerbbs.com/1c866f9d2a2e4a047e5dea410b8fc868\" tg-width=\"2024\" tg-height=\"1427\" referrerpolicy=\"no-referrer\"/></p><h2>Monday 8/1</h2><p>Arista Networks, DaVita, Devon Energy, Global Payments, SBA Communications, Simon Property Group, and Williams Cos. report earnings.</p><p>The Census Bureau reports construction spending statistics for June. Consensus estimate is for a 0.2% monthly rise in total construction outlays, to a seasonally adjusted annual rate of $1.78 trillion.</p><p>The Institute for Supply Management releases its Manufacturing Purchasing Managers&#39; Index for July. Economists forecast a 52.2 reading, slightly lower than June&#39;s 53, which was the lowest in two years.</p><h2>Tuesday 8/2</h2><p>The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Expectations are for 11.1 million job openings on the last business day for June, 154,000 fewer than in May.</p><p>Advanced Micro Devices, Airbnb, BP, Caterpillar, Cummins, DuPont, Eaton, Electronic Arts, Gilead Sciences, Marathon Petroleum, Marriott International, Occidental Petroleum, PayPal Holdings, Prudential Financial, S&amp;P Global, SolarEdge Technologies, Starbucks, and Uber Technologies announce quarterly results.</p><h2>Wednesday 8/3</h2><p>AmerisourceBergen, Booking Holdings, Clorox, CVS Health, eBay, Entergy, Exelon, Fortinet, Ingersoll Rand, McKesson, MetLife, Moderna, Regeneron Pharmaceuticals, and Yum! Brands release earnings.</p><p>The ISM releases its Services PMI for July. The consensus call is for a 53.3 reading, two points less than in June. The Services PMI has fallen for three consecutive months and is at its lowest level since May of 2020.</p><h2>Thursday 8/4</h2><p>Alibaba Group Holding, Amgen, Becton Dickinson, Block, Cigna, ConocoPhillips, <a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Energy, Eli Lilly, <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group, Fidelity National Information Services, Intercontinental Exchange, Kellogg, Novo Nordisk, <a href=\"https://laohu8.com/S/PARAA\">Paramount Global</a>, Sempra, Vertex Pharmaceuticals, Warner Bros. Discovery, and Zoetis hold calls to discuss quarterly results.</p><p>The Bank of England announces its monetary-policy decision. Traders are pricing in a 50% chance that the central bank will raise its key interest rate by a half-percentage point, to 1.75%.</p><p>The Department of Labor reports initial jobless claims for the week ending on July 30. The four-week average for claims is 249,250 -- the highest level since late last year.</p><h2>Friday 8/5</h2><p>Western Digital and Westinghouse Air Brake Technologies report earnings.</p><p>The Bureau of Labor Statistics releases the jobs report for July. Economists think the economy added 250,000 jobs, after a 372,000 increase in June. The unemployment rate is forecast to remain unchanged near a half-century low of 3.6%.</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>AMD, PayPal, Starbucks, Uber, Paramount, 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\">\nAMD, PayPal, Starbucks, Uber, Paramount, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-01 07:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It&#39;s the peak stretch of second-quarter earnings season, with roughly 150 S&amp;P 500 firms scheduled to report this week. The highlights on the economic calendar will be a pair of purchasing managers&#39; index readings and jobs Friday.</p><p>Devon Energy and Simon Property Group will get the ball rolling on Monday before a busy Tuesday: Advanced Micro Devices, Airbnb, Caterpillar, Electronic Arts, Marathon Petroleum, Marriott International, Occidental Petroleum, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Starbucks, and Uber Technologies all report.</p><p>Wednesday&#39;s earnings highlights will be <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, CVS Health, <a href=\"https://laohu8.com/S/EBAY\">eBay</a>, and Moderna. Thursday will bring results from Alibaba Group Holding, <a href=\"https://laohu8.com/S/SQ\">Block</a>, ConocoPhillips, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>, and <a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a>, before EOG Resources and Western Digital close the week on Friday.</p><p>Economic data out this week will include the Institute for Supply Management&#39;s Manufacturing Purchasing Managers&#39; Index for July on Monday, followed by the Services PMI on Wednesday. Both measures of activity are seen declining from June.</p><p>On Tuesday, the Bureau of Labor Statistics will release the Job Openings and Labor Turnover Survey for June. Then, on Thursday, the Bank of England will announce a monetary-policy decision. An interest-rate hike is likely to be in store.</p><p>Finally, the highlight of the week will be the Bureau of Labor Statistics&#39; jobs report for July on Friday morning. Economists&#39; consensus calls for growth of 250,000 nonfarm payrolls and for the unemployment rate to remain at 3.6%.</p><p><img src=\"https://static.tigerbbs.com/1c866f9d2a2e4a047e5dea410b8fc868\" tg-width=\"2024\" tg-height=\"1427\" referrerpolicy=\"no-referrer\"/></p><h2>Monday 8/1</h2><p>Arista Networks, DaVita, Devon Energy, Global Payments, SBA Communications, Simon Property Group, and Williams Cos. report earnings.</p><p>The Census Bureau reports construction spending statistics for June. Consensus estimate is for a 0.2% monthly rise in total construction outlays, to a seasonally adjusted annual rate of $1.78 trillion.</p><p>The Institute for Supply Management releases its Manufacturing Purchasing Managers&#39; Index for July. Economists forecast a 52.2 reading, slightly lower than June&#39;s 53, which was the lowest in two years.</p><h2>Tuesday 8/2</h2><p>The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Expectations are for 11.1 million job openings on the last business day for June, 154,000 fewer than in May.</p><p>Advanced Micro Devices, Airbnb, BP, Caterpillar, Cummins, DuPont, Eaton, Electronic Arts, Gilead Sciences, Marathon Petroleum, Marriott International, Occidental Petroleum, PayPal Holdings, Prudential Financial, S&amp;P Global, SolarEdge Technologies, Starbucks, and Uber Technologies announce quarterly results.</p><h2>Wednesday 8/3</h2><p>AmerisourceBergen, Booking Holdings, Clorox, CVS Health, eBay, Entergy, Exelon, Fortinet, Ingersoll Rand, McKesson, MetLife, Moderna, Regeneron Pharmaceuticals, and Yum! Brands release earnings.</p><p>The ISM releases its Services PMI for July. The consensus call is for a 53.3 reading, two points less than in June. The Services PMI has fallen for three consecutive months and is at its lowest level since May of 2020.</p><h2>Thursday 8/4</h2><p>Alibaba Group Holding, Amgen, Becton Dickinson, Block, Cigna, ConocoPhillips, <a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Energy, Eli Lilly, <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group, Fidelity National Information Services, Intercontinental Exchange, Kellogg, Novo Nordisk, <a href=\"https://laohu8.com/S/PARAA\">Paramount Global</a>, Sempra, Vertex Pharmaceuticals, Warner Bros. Discovery, and Zoetis hold calls to discuss quarterly results.</p><p>The Bank of England announces its monetary-policy decision. Traders are pricing in a 50% chance that the central bank will raise its key interest rate by a half-percentage point, to 1.75%.</p><p>The Department of Labor reports initial jobless claims for the week ending on July 30. The four-week average for claims is 249,250 -- the highest level since late last year.</p><h2>Friday 8/5</h2><p>Western Digital and Westinghouse Air Brake Technologies report earnings.</p><p>The Bureau of Labor Statistics releases the jobs report for July. Economists think the economy added 250,000 jobs, after a 372,000 increase in June. The unemployment rate is forecast to remain unchanged near a half-century low of 3.6%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4194":"办公房地产投资信托","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","ISBC":"投资者银行","BK4211":"区域性银行","GFS":"GLOBALFOUNDRIES Inc.","BK4536":"外卖概念","BK4575":"芯片概念","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","PYPL":"PayPal","PGRE":"Paramount Group","BK4527":"明星科技股","BK4550":"红杉资本持仓","SBUX":"星巴克","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4022":"陆运","BK4573":"虚拟现实","AMD":"美国超微公司","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4504":"桥水持仓","CVS":"西维斯健康","BK4209":"餐馆","MPC":"马拉松原油","UBER":"优步","BK4529":"IDC概念","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","WBD":"Warner Bros. Discovery"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256011225","content_text":"It's the peak stretch of second-quarter earnings season, with roughly 150 S&P 500 firms scheduled to report this week. The highlights on the economic calendar will be a pair of purchasing managers' index readings and jobs Friday.Devon Energy and Simon Property Group will get the ball rolling on Monday before a busy Tuesday: Advanced Micro Devices, Airbnb, Caterpillar, Electronic Arts, Marathon Petroleum, Marriott International, Occidental Petroleum, PayPal Holdings, Starbucks, and Uber Technologies all report.Wednesday's earnings highlights will be Booking Holdings, CVS Health, eBay, and Moderna. Thursday will bring results from Alibaba Group Holding, Block, ConocoPhillips, Paramount Global, and Warner Bros. Discovery, before EOG Resources and Western Digital close the week on Friday.Economic data out this week will include the Institute for Supply Management's Manufacturing Purchasing Managers' Index for July on Monday, followed by the Services PMI on Wednesday. Both measures of activity are seen declining from June.On Tuesday, the Bureau of Labor Statistics will release the Job Openings and Labor Turnover Survey for June. Then, on Thursday, the Bank of England will announce a monetary-policy decision. An interest-rate hike is likely to be in store.Finally, the highlight of the week will be the Bureau of Labor Statistics' jobs report for July on Friday morning. Economists' consensus calls for growth of 250,000 nonfarm payrolls and for the unemployment rate to remain at 3.6%.Monday 8/1Arista Networks, DaVita, Devon Energy, Global Payments, SBA Communications, Simon Property Group, and Williams Cos. report earnings.The Census Bureau reports construction spending statistics for June. Consensus estimate is for a 0.2% monthly rise in total construction outlays, to a seasonally adjusted annual rate of $1.78 trillion.The Institute for Supply Management releases its Manufacturing Purchasing Managers' Index for July. Economists forecast a 52.2 reading, slightly lower than June's 53, which was the lowest in two years.Tuesday 8/2The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Expectations are for 11.1 million job openings on the last business day for June, 154,000 fewer than in May.Advanced Micro Devices, Airbnb, BP, Caterpillar, Cummins, DuPont, Eaton, Electronic Arts, Gilead Sciences, Marathon Petroleum, Marriott International, Occidental Petroleum, PayPal Holdings, Prudential Financial, S&P Global, SolarEdge Technologies, Starbucks, and Uber Technologies announce quarterly results.Wednesday 8/3AmerisourceBergen, Booking Holdings, Clorox, CVS Health, eBay, Entergy, Exelon, Fortinet, Ingersoll Rand, McKesson, MetLife, Moderna, Regeneron Pharmaceuticals, and Yum! Brands release earnings.The ISM releases its Services PMI for July. The consensus call is for a 53.3 reading, two points less than in June. The Services PMI has fallen for three consecutive months and is at its lowest level since May of 2020.Thursday 8/4Alibaba Group Holding, Amgen, Becton Dickinson, Block, Cigna, ConocoPhillips, Duke Energy, Eli Lilly, Expedia Group, Fidelity National Information Services, Intercontinental Exchange, Kellogg, Novo Nordisk, Paramount Global, Sempra, Vertex Pharmaceuticals, Warner Bros. Discovery, and Zoetis hold calls to discuss quarterly results.The Bank of England announces its monetary-policy decision. Traders are pricing in a 50% chance that the central bank will raise its key interest rate by a half-percentage point, to 1.75%.The Department of Labor reports initial jobless claims for the week ending on July 30. The four-week average for claims is 249,250 -- the highest level since late last year.Friday 8/5Western Digital and Westinghouse Air Brake Technologies report earnings.The Bureau of Labor Statistics releases the jobs report for July. Economists think the economy added 250,000 jobs, after a 372,000 increase in June. The unemployment rate is forecast to remain unchanged near a half-century low of 3.6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076143402,"gmtCreate":1657816240006,"gmtModify":1676536066225,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"Best","listText":"Best","text":"Best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076143402","repostId":"1148472982","repostType":4,"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094236271,"gmtCreate":1645148371537,"gmtModify":1676534003205,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"[Sad]&nbsp;","listText":"[Sad]&nbsp;","text":"[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094236271","repostId":"2212235648","repostType":2,"repost":{"id":"2212235648","kind":"news","pubTimestamp":1645144742,"share":"https://ttm.financial/m/news/2212235648?lang=&edition=fundamental","pubTime":"2022-02-18 08:39","market":"us","language":"en","title":"Why Did Palantir Stock Fall Today? Q4 Earnings Miss Hits Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2212235648","media":"Seeking Alpha","summary":"Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software ","content":"<html><head></head><body><p>Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software company posted fourth-quarter results that were mixed, with earnings falling short of Wall Street&#39;s expectations. </p><p>The Alex Karp-led company earned 2 cents per share on $432.8 million in revenue, whereas Wall Street analysts were expecting 4 cents per share on $418.07 million in revenue.</p><p>During the quarter, Palantir said it signed 34 net new customers and closed 64 deals worth $1 million or more, including 19 worth more than $10 million.</p><p>Palantir fell more than 13% in mid-day trading to $12.10, nearing its 52-week low of $11.75. Over the past six months, shares of Palantir have shed more than 40% of their value, amid a correction in high-growth technology stocks.</p><p>For the first quarter, Palantir said it expects to generate $443 million, compared to expectations of $439.6 million, with adjusted operating margin of 27%.</p><p>In a statement, Karp said that annual revenue growth should be 30% or more through 2025.</p><p>Earlier this month, Palantir co-founder and chairman Peter Thiel said he would step down from the <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (NASDAQ:FB) board to focus more on politics.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Palantir Stock Fall Today? Q4 Earnings Miss Hits Shares</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 Did Palantir Stock Fall Today? Q4 Earnings Miss Hits Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3801604-why-did-palantir-stock-fall-today-q4-earnings-miss-hits-shares><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software company posted fourth-quarter results that were mixed, with earnings falling short of Wall Street's ...</p>\n\n<a href=\"https://seekingalpha.com/news/3801604-why-did-palantir-stock-fall-today-q4-earnings-miss-hits-shares\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4547":"WSB热门概念","PLTR":"Palantir Technologies Inc.","BK4548":"巴美列捷福持仓","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4508":"社交媒体","BK4524":"宅经济概念","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4543":"AI","BK4550":"红杉资本持仓","BK4503":"景林资产持仓"},"source_url":"https://seekingalpha.com/news/3801604-why-did-palantir-stock-fall-today-q4-earnings-miss-hits-shares","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212235648","content_text":"Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software company posted fourth-quarter results that were mixed, with earnings falling short of Wall Street's expectations. The Alex Karp-led company earned 2 cents per share on $432.8 million in revenue, whereas Wall Street analysts were expecting 4 cents per share on $418.07 million in revenue.During the quarter, Palantir said it signed 34 net new customers and closed 64 deals worth $1 million or more, including 19 worth more than $10 million.Palantir fell more than 13% in mid-day trading to $12.10, nearing its 52-week low of $11.75. Over the past six months, shares of Palantir have shed more than 40% of their value, amid a correction in high-growth technology stocks.For the first quarter, Palantir said it expects to generate $443 million, compared to expectations of $439.6 million, with adjusted operating margin of 27%.In a statement, Karp said that annual revenue growth should be 30% or more through 2025.Earlier this month, Palantir co-founder and chairman Peter Thiel said he would step down from the Meta Platforms (NASDAQ:FB) board to focus more on politics.","news_type":1},"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094236169,"gmtCreate":1645148344940,"gmtModify":1676534003197,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"Buy the dip but no money","listText":"Buy the dip but no money","text":"Buy the dip but no money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094236169","repostId":"2212235648","repostType":2,"repost":{"id":"2212235648","kind":"news","pubTimestamp":1645144742,"share":"https://ttm.financial/m/news/2212235648?lang=&edition=fundamental","pubTime":"2022-02-18 08:39","market":"us","language":"en","title":"Why Did Palantir Stock Fall Today? Q4 Earnings Miss Hits Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2212235648","media":"Seeking Alpha","summary":"Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software ","content":"<html><head></head><body><p>Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software company posted fourth-quarter results that were mixed, with earnings falling short of Wall Street&#39;s expectations. </p><p>The Alex Karp-led company earned 2 cents per share on $432.8 million in revenue, whereas Wall Street analysts were expecting 4 cents per share on $418.07 million in revenue.</p><p>During the quarter, Palantir said it signed 34 net new customers and closed 64 deals worth $1 million or more, including 19 worth more than $10 million.</p><p>Palantir fell more than 13% in mid-day trading to $12.10, nearing its 52-week low of $11.75. Over the past six months, shares of Palantir have shed more than 40% of their value, amid a correction in high-growth technology stocks.</p><p>For the first quarter, Palantir said it expects to generate $443 million, compared to expectations of $439.6 million, with adjusted operating margin of 27%.</p><p>In a statement, Karp said that annual revenue growth should be 30% or more through 2025.</p><p>Earlier this month, Palantir co-founder and chairman Peter Thiel said he would step down from the <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (NASDAQ:FB) board to focus more on politics.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Palantir Stock Fall Today? Q4 Earnings Miss Hits Shares</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 Did Palantir Stock Fall Today? Q4 Earnings Miss Hits Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3801604-why-did-palantir-stock-fall-today-q4-earnings-miss-hits-shares><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software company posted fourth-quarter results that were mixed, with earnings falling short of Wall Street's ...</p>\n\n<a href=\"https://seekingalpha.com/news/3801604-why-did-palantir-stock-fall-today-q4-earnings-miss-hits-shares\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4547":"WSB热门概念","PLTR":"Palantir Technologies Inc.","BK4548":"巴美列捷福持仓","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4508":"社交媒体","BK4524":"宅经济概念","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4543":"AI","BK4550":"红杉资本持仓","BK4503":"景林资产持仓"},"source_url":"https://seekingalpha.com/news/3801604-why-did-palantir-stock-fall-today-q4-earnings-miss-hits-shares","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212235648","content_text":"Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software company posted fourth-quarter results that were mixed, with earnings falling short of Wall Street's expectations. The Alex Karp-led company earned 2 cents per share on $432.8 million in revenue, whereas Wall Street analysts were expecting 4 cents per share on $418.07 million in revenue.During the quarter, Palantir said it signed 34 net new customers and closed 64 deals worth $1 million or more, including 19 worth more than $10 million.Palantir fell more than 13% in mid-day trading to $12.10, nearing its 52-week low of $11.75. Over the past six months, shares of Palantir have shed more than 40% of their value, amid a correction in high-growth technology stocks.For the first quarter, Palantir said it expects to generate $443 million, compared to expectations of $439.6 million, with adjusted operating margin of 27%.In a statement, Karp said that annual revenue growth should be 30% or more through 2025.Earlier this month, Palantir co-founder and chairman Peter Thiel said he would step down from the Meta Platforms (NASDAQ:FB) board to focus more on politics.","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093744115,"gmtCreate":1643721283600,"gmtModify":1676533848265,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093744115","repostId":"2208332769","repostType":2,"repost":{"id":"2208332769","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":1643717469,"share":"https://ttm.financial/m/news/2208332769?lang=&edition=fundamental","pubTime":"2022-02-01 20:11","market":"us","language":"en","title":"BRIEF-Satellogic Announces Strategic Partnership With Palantir Technologies","url":"https://stock-news.laohu8.com/highlight/detail?id=2208332769","media":"Reuters","summary":"Feb 1 (Reuters) - Satellogic V Inc   :   * SATELLOGIC ANNOUNCES STRATEGIC PARTNERSHIP WITH PALANTIR ","content":"<html><body><p>Feb 1 (Reuters) - Satellogic V Inc   :</p><p>   * SATELLOGIC ANNOUNCES STRATEGIC PARTNERSHIP WITH PALANTIR TECHNOLOGIES</p><p>   * SATELLOGIC V INC - TO LEVERAGE PALANTIR'S FOUNDRY PLATFORM, ACCELERATING BUSINESS PROCESSES, RAPID IMAGE PRODUCT DELIVERY, AI MODEL TRAINING</p><p>   * SATELLOGIC V INC - PALANTIR'S GOVERNMENT AND COMMERCIAL CUSTOMERS WILL HAVE ACCESS TO SATELLOGIC'S ALEPH PLATFORM APIS</p><p>Source text for Eikon:    Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</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>BRIEF-Satellogic Announces Strategic Partnership With Palantir Technologies</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\">\nBRIEF-Satellogic Announces Strategic Partnership With Palantir Technologies\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\">2022-02-01 20:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Feb 1 (Reuters) - Satellogic V Inc   :</p><p>   * SATELLOGIC ANNOUNCES STRATEGIC PARTNERSHIP WITH PALANTIR TECHNOLOGIES</p><p>   * SATELLOGIC V INC - TO LEVERAGE PALANTIR'S FOUNDRY PLATFORM, ACCELERATING BUSINESS PROCESSES, RAPID IMAGE PRODUCT DELIVERY, AI MODEL TRAINING</p><p>   * SATELLOGIC V INC - PALANTIR'S GOVERNMENT AND COMMERCIAL CUSTOMERS WILL HAVE ACCESS TO SATELLOGIC'S ALEPH PLATFORM APIS</p><p>Source text for Eikon:    Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SATL":"Satellogic","SANA":"Sana Biotechnology, Inc.","LHDX":"Lucira Health, Inc.","BK4007":"制药","ONTF":"ON24, Inc.","CGEM":"Cullinan Therapeutics","BK4196":"保健护理服务","BK4023":"应用软件","BK4547":"WSB热门概念","BK4082":"医疗保健设备","PLTR":"Palantir Technologies Inc.","BK4139":"生物科技","APR":"Apria, Inc.","BK4543":"AI","LABP":"Landos Biopharma, Inc."},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208332769","content_text":"Feb 1 (Reuters) - Satellogic V Inc   :   * SATELLOGIC ANNOUNCES STRATEGIC PARTNERSHIP WITH PALANTIR TECHNOLOGIES   * SATELLOGIC V INC - TO LEVERAGE PALANTIR'S FOUNDRY PLATFORM, ACCELERATING BUSINESS PROCESSES, RAPID IMAGE PRODUCT DELIVERY, AI MODEL TRAINING   * SATELLOGIC V INC - PALANTIR'S GOVERNMENT AND COMMERCIAL CUSTOMERS WILL HAVE ACCESS TO SATELLOGIC'S ALEPH PLATFORM APISSource text for Eikon:    Further company coverage:    ((Reuters.Briefs@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004122322,"gmtCreate":1642545898870,"gmtModify":1676533720054,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>still losing but still adding...i believe you can fly 🕊️","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>still losing but still adding...i believe you can fly 🕊️","text":"$Palantir Technologies Inc.(PLTR)$still losing but still adding...i believe you can fly 🕊️","images":[{"img":"https://static.itradeup.com/news/d37538cd6a1731c10cf9e2a12c2db84f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004122322","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9005792084,"gmtCreate":1642399009667,"gmtModify":1676533707881,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005792084","repostId":"2203192728","repostType":4,"repost":{"id":"2203192728","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":1642375676,"share":"https://ttm.financial/m/news/2203192728?lang=&edition=fundamental","pubTime":"2022-01-17 07:27","market":"us","language":"en","title":"Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2203192728","media":"Reuters","summary":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a s","content":"<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</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>Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to 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; 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\">\nWall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year\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\">2022-01-17 07:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","CRM":"赛富时","DOCU":"Docusign","NFLX":"奈飞","TSLA":"特斯拉","ADBE":"Adobe","NVDA":"英伟达","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203192728","content_text":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.\"Given the performance of these tech names here recently, will earnings be a savior for them?\" said Walter Todd, chief investment officer at Greenwood Capital. \"Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.\"Fourth-quarter results season kicks into high gear this week, with overall S&P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy's rebound from pandemic lockdowns in 2020.Companies in the S&P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.\"To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,\" she said.The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&P 500, according to Refinitiv Datstream.Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched \"FAANG\" group of large growth companies. Investors will watch the streaming giant's plans for generating content and its outlook for subscribers.“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.Among the tech and growth names that have struggled in January are Adobe    and Salesforce.com   , both down about 9%, and DocuSign   , which has dropped about 15%.The ARK Innovation ETF   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, \"suggesting only a modest further move in longer-term yields,\" while \"the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.\"The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.Week aheadU.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.Notable U.S. corporate earningsTUESDAY:Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKRWEDNESDAY:Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter & Gamble PG, Kinder Morgan KMI, Fastenal Co. FASTTHURSDAY:Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEYFRIDAY:Schlumberger SLB, Huntington Bancshares Inc. HBANU.S. economic reportsTuesdayEmpire State manufacturing index for January due at 8:30 a.m. ETNAHB home builders index for January at 10 a.m.WednesdayBuilding permits and starts for December at 8:30 a.m.Philly Fed Index for January at 8:30 a.m.ThursdayInitial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.Existing home sales for December at 10 a.m.The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.\"This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9004122322,"gmtCreate":1642545898870,"gmtModify":1676533720054,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>still losing but still adding...i believe you can fly 🕊️","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>still losing but still adding...i believe you can fly 🕊️","text":"$Palantir Technologies Inc.(PLTR)$still losing but still adding...i believe you can fly 🕊️","images":[{"img":"https://static.itradeup.com/news/d37538cd6a1731c10cf9e2a12c2db84f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004122322","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9005792084,"gmtCreate":1642399009667,"gmtModify":1676533707881,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005792084","repostId":"2203192728","repostType":4,"repost":{"id":"2203192728","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":1642375676,"share":"https://ttm.financial/m/news/2203192728?lang=&edition=fundamental","pubTime":"2022-01-17 07:27","market":"us","language":"en","title":"Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2203192728","media":"Reuters","summary":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a s","content":"<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</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>Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to 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; 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\">\nWall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year\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\">2022-01-17 07:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","CRM":"赛富时","DOCU":"Docusign","NFLX":"奈飞","TSLA":"特斯拉","ADBE":"Adobe","NVDA":"英伟达","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203192728","content_text":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.\"Given the performance of these tech names here recently, will earnings be a savior for them?\" said Walter Todd, chief investment officer at Greenwood Capital. \"Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.\"Fourth-quarter results season kicks into high gear this week, with overall S&P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy's rebound from pandemic lockdowns in 2020.Companies in the S&P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.\"To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,\" she said.The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&P 500, according to Refinitiv Datstream.Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched \"FAANG\" group of large growth companies. Investors will watch the streaming giant's plans for generating content and its outlook for subscribers.“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.Among the tech and growth names that have struggled in January are Adobe    and Salesforce.com   , both down about 9%, and DocuSign   , which has dropped about 15%.The ARK Innovation ETF   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, \"suggesting only a modest further move in longer-term yields,\" while \"the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.\"The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.Week aheadU.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.Notable U.S. corporate earningsTUESDAY:Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKRWEDNESDAY:Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter & Gamble PG, Kinder Morgan KMI, Fastenal Co. FASTTHURSDAY:Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEYFRIDAY:Schlumberger SLB, Huntington Bancshares Inc. HBANU.S. economic reportsTuesdayEmpire State manufacturing index for January due at 8:30 a.m. ETNAHB home builders index for January at 10 a.m.WednesdayBuilding permits and starts for December at 8:30 a.m.Philly Fed Index for January at 8:30 a.m.ThursdayInitial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.Existing home sales for December at 10 a.m.The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.\"This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908998285,"gmtCreate":1659310746548,"gmtModify":1676536283589,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"Let's see my PayPal?","listText":"Let's see my PayPal?","text":"Let's see my PayPal?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908998285","repostId":"2256011225","repostType":4,"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094236169,"gmtCreate":1645148344940,"gmtModify":1676534003197,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"Buy the dip but no money","listText":"Buy the dip but no money","text":"Buy the dip but no money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094236169","repostId":"2212235648","repostType":2,"repost":{"id":"2212235648","kind":"news","pubTimestamp":1645144742,"share":"https://ttm.financial/m/news/2212235648?lang=&edition=fundamental","pubTime":"2022-02-18 08:39","market":"us","language":"en","title":"Why Did Palantir Stock Fall Today? Q4 Earnings Miss Hits Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2212235648","media":"Seeking Alpha","summary":"Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software ","content":"<html><head></head><body><p>Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software company posted fourth-quarter results that were mixed, with earnings falling short of Wall Street&#39;s expectations. </p><p>The Alex Karp-led company earned 2 cents per share on $432.8 million in revenue, whereas Wall Street analysts were expecting 4 cents per share on $418.07 million in revenue.</p><p>During the quarter, Palantir said it signed 34 net new customers and closed 64 deals worth $1 million or more, including 19 worth more than $10 million.</p><p>Palantir fell more than 13% in mid-day trading to $12.10, nearing its 52-week low of $11.75. Over the past six months, shares of Palantir have shed more than 40% of their value, amid a correction in high-growth technology stocks.</p><p>For the first quarter, Palantir said it expects to generate $443 million, compared to expectations of $439.6 million, with adjusted operating margin of 27%.</p><p>In a statement, Karp said that annual revenue growth should be 30% or more through 2025.</p><p>Earlier this month, Palantir co-founder and chairman Peter Thiel said he would step down from the <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (NASDAQ:FB) board to focus more on politics.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Palantir Stock Fall Today? Q4 Earnings Miss Hits Shares</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 Did Palantir Stock Fall Today? Q4 Earnings Miss Hits Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3801604-why-did-palantir-stock-fall-today-q4-earnings-miss-hits-shares><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software company posted fourth-quarter results that were mixed, with earnings falling short of Wall Street's ...</p>\n\n<a href=\"https://seekingalpha.com/news/3801604-why-did-palantir-stock-fall-today-q4-earnings-miss-hits-shares\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4547":"WSB热门概念","PLTR":"Palantir Technologies Inc.","BK4548":"巴美列捷福持仓","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4508":"社交媒体","BK4524":"宅经济概念","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4543":"AI","BK4550":"红杉资本持仓","BK4503":"景林资产持仓"},"source_url":"https://seekingalpha.com/news/3801604-why-did-palantir-stock-fall-today-q4-earnings-miss-hits-shares","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212235648","content_text":"Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software company posted fourth-quarter results that were mixed, with earnings falling short of Wall Street's expectations. The Alex Karp-led company earned 2 cents per share on $432.8 million in revenue, whereas Wall Street analysts were expecting 4 cents per share on $418.07 million in revenue.During the quarter, Palantir said it signed 34 net new customers and closed 64 deals worth $1 million or more, including 19 worth more than $10 million.Palantir fell more than 13% in mid-day trading to $12.10, nearing its 52-week low of $11.75. Over the past six months, shares of Palantir have shed more than 40% of their value, amid a correction in high-growth technology stocks.For the first quarter, Palantir said it expects to generate $443 million, compared to expectations of $439.6 million, with adjusted operating margin of 27%.In a statement, Karp said that annual revenue growth should be 30% or more through 2025.Earlier this month, Palantir co-founder and chairman Peter Thiel said he would step down from the Meta Platforms (NASDAQ:FB) board to focus more on politics.","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076143402,"gmtCreate":1657816240006,"gmtModify":1676536066225,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"Best","listText":"Best","text":"Best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076143402","repostId":"1148472982","repostType":4,"repost":{"id":"1148472982","kind":"news","pubTimestamp":1657898936,"share":"https://ttm.financial/m/news/1148472982?lang=&edition=fundamental","pubTime":"2022-07-15 23:28","market":"other","language":"en","title":"SPY: The Inflation Report From The Abyss","url":"https://stock-news.laohu8.com/highlight/detail?id=1148472982","media":"Seeking Alpha","summary":"SummaryFood and gas rose more than expected in June, and core prices shot higher than expected as we","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Food and gas rose more than expected in June, and core prices shot higher than expected as well.</li><li>We&#39;re now a step closer to the nightmare stagflation outlined by Nouriel Roubini and Michael Burry.</li><li>None of this is good for stocks. The ball is now in the Fed&#39;s court to see if they want to accelerate rate hikes to combat runaway inflation.</li><li>We have inflation. Q2 earnings will soon tell us whether we have stagflation.</li><li>I don&#39;t think this is the end of the world, but it&#39;s certainly not good. Stocks likely are still overvalued by 10% or more.</li></ul><p>June CPI came out this morning,showing overall prices rose 1.3% for the month, while core prices rose 0.7%. The initial market reaction was to dump both stocks and bonds. As of my writing this, the S&amp;P 500 (NYSEARCA:SPY) is down roughly 21% for the year.</p><p>The CPI numbers were really bad all around. Everyone knows that gasoline prices have skyrocketed, but the real problem for the Fed is in core areas like rent, services, and used cars. Bulls are likely to point out that gas prices have started falling since mid June. What matters far more for understanding the economy is how sticky prices like rents and other services are, and how pervasive supply chain issues have been. Now we have a crippling railroad strike potentially coming down the pike in the US, while Russia angles to shut down the Caspian Pipeline to further squeeze Europe. The possible rail strike especially is a big deal. Transportation strikes have brought down governments time and time again and in the most extreme case could knock out the electric grid in major metropolitan areas in the US during a historic heatwave. The strike will start Mondayunless the White House intervenes. Meanwhile, Biden is heading to Saudi Arabia to see what the US can do to get them to pump more oil. These are big problems with no easy solutions. Inflation is not magically going away on its own. With core prices surging, the Fed now has little choice but to continue to hike rates into a stagnating economy to curb demand.</p><p>Could rapidly hiking interest rates pull the rug on years of fraud, waste, and speculation that has built up in the financial system in a market crash? I wouldn&#39;t rule it out. Michael Burry is among the high-profile voices seeming to think so.</p><p><img src=\"https://static.tigerbbs.com/7776c62c265933484d49fbce47d849bb\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YChartsWhere&#39;s The Market Headed Next?</p><p>Falling prices for stocks, bonds, and housing are all likely to continue, with a market crash predicted by the likes of Burry and &#34;Dr. Doom&#34; Nouriel Roubini if earnings come in poor while prices stay high. I don&#39;t think things will get bad enough to trigger a full-on crash, but I reiterate that stocks are likely to fall at least 10% to fair value-and possibly 20% or more. Ex-Treasury Secretary Larry Summers believes unemployment is likely to rise to 6% or so in the US.</p><p>Big banks mostly report their Q2 earnings this week or next week, and I think they&#39;ll be decent. The Fed hiking rates more than expected could actually benefit some financial companies if credit losses don&#39;t come in terribly bad. This said-guidance will be much more important than current results. Tech and consumer discretionary heavyweights report earnings toward the end of the month. Historically speaking, the S&amp;P 500 is heavily concentrated in a few mega-cap names, and if they see a slowdown in a few key areas, it will disproportionately affect the index. If Apple (AAPL) iPhone sales are weak because of dropping consumer confidence, or ad spending drops at Meta (META) or Google (GOOG) (GOOGL), then they&#39;ll drag down the index. Ditto for enterprise spending at companies like Microsoft (MSFT) and Amazon (AMZN).</p><p>Stock prices are a function of multiples and earnings. Earnings will impact stocks. Fed hikes should drive down the multiple that investors are willing to pay for profitable companies and to work to push junk companies out of business. The ball is now in the Fed&#39;s court for their meeting on July 26-27. They&#39;re likely forced to announce another 75 basis points in their next meeting and might announce more QT as well.</p><p>Bond yields popped on the CPI news, but the 10-year has since fallen back under 3% as of my writing this. These types of moves can always be from short covering, but I have some more thoughts on this. The US actually collected a ton of money in April due to people cashing in on various asset bubbles in 2021 and owing taxes. The federal government collected 19.6% of GDP in 2021, a figure only topped by the year 2000 and a couple of years during World War II. This means the government doesn&#39;t need to sell as many bonds this quarter, which pulls yields lower for the time being. 10-year yields probably still need to go to 3.5% and stay there to balance the economy. To this point, there have been some super interesting studies done on asset bubbles. The key takeaway is that bubbles redistribute huge amounts of wealth to the top 1% of households and the government at the expense of the middle class. A superior understanding of finance and economics is generally cited for why this is rather than conspiracy or fraud.</p><p>Even after today&#39;s awful inflation numbers, the 10-year inflation breakevens are low and falling. 2.3% annually is the inflation breakeven for the next 10 years in the US. If you think this is too low, you can buy TIPS (TIP) or commodities (VCMDX). Buffett is buying loads of Occidental (OXY) along a similar line of thinking. This is puzzling. The market, on the other hand, seems to firmly believe that we will have a recession and that having one will squelch inflation. The euro is trading near parity with the dollar as markets price a deep recession for the EU economy as the Russia-Ukraine war drags on. Recession fears are also reflected in the deepening inversion of the 2-year Treasury/10-year Treasury spread, a classic recession indicator.</p><p><b>Key Takeaways</b></p><ul><li>June CPI came in much worse than expected. Inflation - the economic venereal disease - is not going to go away on its own after the party is over. And there are some potential supply-side minefields ahead with strikes and shutdowns of energy production. The Fed is likely to need to hike rates more than expected as a result.</li><li>Most Q2 earnings for stocks come in between now and the end of the month. I don&#39;t think earnings will be particularly good. Companies that can&#39;t meet analyst estimates for earnings are likely to sell off, with the worst sell-offs concentrated in hyped-up growth companies that disappoint.</li><li>Without massive government borrowing and stimulus supporting it like in 2021, the S&amp;P 500 likely has another 10% downside to fair value and possibly 20% or more in a recession. With limited exceptions, investors are likely better off waiting to buy or dollar-cost-averaging than buying everything now.</li><li>The bond market seems to be pricing an economic recession and a collapse in inflation. But the continued relevance of yield curves in the age of QE and a boom in government revenues from previous asset bubbles is an open question. Bonds are buyable here, but I don&#39;t love the risk-reward.</li></ul></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>SPY: The Inflation Report From The Abyss</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\">\nSPY: The Inflation Report From The Abyss\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-15 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4523128-spy-troubling-inflation-report><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFood and gas rose more than expected in June, and core prices shot higher than expected as well.We're now a step closer to the nightmare stagflation outlined by Nouriel Roubini and Michael ...</p>\n\n<a href=\"https://seekingalpha.com/article/4523128-spy-troubling-inflation-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4523128-spy-troubling-inflation-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148472982","content_text":"SummaryFood and gas rose more than expected in June, and core prices shot higher than expected as well.We're now a step closer to the nightmare stagflation outlined by Nouriel Roubini and Michael Burry.None of this is good for stocks. The ball is now in the Fed's court to see if they want to accelerate rate hikes to combat runaway inflation.We have inflation. Q2 earnings will soon tell us whether we have stagflation.I don't think this is the end of the world, but it's certainly not good. Stocks likely are still overvalued by 10% or more.June CPI came out this morning,showing overall prices rose 1.3% for the month, while core prices rose 0.7%. The initial market reaction was to dump both stocks and bonds. As of my writing this, the S&P 500 (NYSEARCA:SPY) is down roughly 21% for the year.The CPI numbers were really bad all around. Everyone knows that gasoline prices have skyrocketed, but the real problem for the Fed is in core areas like rent, services, and used cars. Bulls are likely to point out that gas prices have started falling since mid June. What matters far more for understanding the economy is how sticky prices like rents and other services are, and how pervasive supply chain issues have been. Now we have a crippling railroad strike potentially coming down the pike in the US, while Russia angles to shut down the Caspian Pipeline to further squeeze Europe. The possible rail strike especially is a big deal. Transportation strikes have brought down governments time and time again and in the most extreme case could knock out the electric grid in major metropolitan areas in the US during a historic heatwave. The strike will start Mondayunless the White House intervenes. Meanwhile, Biden is heading to Saudi Arabia to see what the US can do to get them to pump more oil. These are big problems with no easy solutions. Inflation is not magically going away on its own. With core prices surging, the Fed now has little choice but to continue to hike rates into a stagnating economy to curb demand.Could rapidly hiking interest rates pull the rug on years of fraud, waste, and speculation that has built up in the financial system in a market crash? I wouldn't rule it out. Michael Burry is among the high-profile voices seeming to think so.Data by YChartsWhere's The Market Headed Next?Falling prices for stocks, bonds, and housing are all likely to continue, with a market crash predicted by the likes of Burry and \"Dr. Doom\" Nouriel Roubini if earnings come in poor while prices stay high. I don't think things will get bad enough to trigger a full-on crash, but I reiterate that stocks are likely to fall at least 10% to fair value-and possibly 20% or more. Ex-Treasury Secretary Larry Summers believes unemployment is likely to rise to 6% or so in the US.Big banks mostly report their Q2 earnings this week or next week, and I think they'll be decent. The Fed hiking rates more than expected could actually benefit some financial companies if credit losses don't come in terribly bad. This said-guidance will be much more important than current results. Tech and consumer discretionary heavyweights report earnings toward the end of the month. Historically speaking, the S&P 500 is heavily concentrated in a few mega-cap names, and if they see a slowdown in a few key areas, it will disproportionately affect the index. If Apple (AAPL) iPhone sales are weak because of dropping consumer confidence, or ad spending drops at Meta (META) or Google (GOOG) (GOOGL), then they'll drag down the index. Ditto for enterprise spending at companies like Microsoft (MSFT) and Amazon (AMZN).Stock prices are a function of multiples and earnings. Earnings will impact stocks. Fed hikes should drive down the multiple that investors are willing to pay for profitable companies and to work to push junk companies out of business. The ball is now in the Fed's court for their meeting on July 26-27. They're likely forced to announce another 75 basis points in their next meeting and might announce more QT as well.Bond yields popped on the CPI news, but the 10-year has since fallen back under 3% as of my writing this. These types of moves can always be from short covering, but I have some more thoughts on this. The US actually collected a ton of money in April due to people cashing in on various asset bubbles in 2021 and owing taxes. The federal government collected 19.6% of GDP in 2021, a figure only topped by the year 2000 and a couple of years during World War II. This means the government doesn't need to sell as many bonds this quarter, which pulls yields lower for the time being. 10-year yields probably still need to go to 3.5% and stay there to balance the economy. To this point, there have been some super interesting studies done on asset bubbles. The key takeaway is that bubbles redistribute huge amounts of wealth to the top 1% of households and the government at the expense of the middle class. A superior understanding of finance and economics is generally cited for why this is rather than conspiracy or fraud.Even after today's awful inflation numbers, the 10-year inflation breakevens are low and falling. 2.3% annually is the inflation breakeven for the next 10 years in the US. If you think this is too low, you can buy TIPS (TIP) or commodities (VCMDX). Buffett is buying loads of Occidental (OXY) along a similar line of thinking. This is puzzling. The market, on the other hand, seems to firmly believe that we will have a recession and that having one will squelch inflation. The euro is trading near parity with the dollar as markets price a deep recession for the EU economy as the Russia-Ukraine war drags on. Recession fears are also reflected in the deepening inversion of the 2-year Treasury/10-year Treasury spread, a classic recession indicator.Key TakeawaysJune CPI came in much worse than expected. Inflation - the economic venereal disease - is not going to go away on its own after the party is over. And there are some potential supply-side minefields ahead with strikes and shutdowns of energy production. The Fed is likely to need to hike rates more than expected as a result.Most Q2 earnings for stocks come in between now and the end of the month. I don't think earnings will be particularly good. Companies that can't meet analyst estimates for earnings are likely to sell off, with the worst sell-offs concentrated in hyped-up growth companies that disappoint.Without massive government borrowing and stimulus supporting it like in 2021, the S&P 500 likely has another 10% downside to fair value and possibly 20% or more in a recession. With limited exceptions, investors are likely better off waiting to buy or dollar-cost-averaging than buying everything now.The bond market seems to be pricing an economic recession and a collapse in inflation. But the continued relevance of yield curves in the age of QE and a boom in government revenues from previous asset bubbles is an open question. Bonds are buyable here, but I don't love the risk-reward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357156400845200,"gmtCreate":1728205862545,"gmtModify":1728205866640,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"1 &amp;8","listText":"1 &amp;8","text":"1 &8","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357156400845200","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":229013529727032,"gmtCreate":1696950518632,"gmtModify":1696950522462,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>did they hit during Ukraine and Russia?let's wait and see....I'm in long term till hit $400...hahh","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>did they hit during Ukraine and Russia?let's wait and see....I'm in long term till hit $400...hahh","text":"$Palantir Technologies Inc.(PLTR)$ did they hit during Ukraine and Russia?let's wait and see....I'm in long term till hit $400...hahh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/229013529727032","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960455327,"gmtCreate":1668232512369,"gmtModify":1676538032497,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"Good article&nbsp;","listText":"Good article&nbsp;","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960455327","repostId":"1101788853","repostType":2,"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904006621,"gmtCreate":1659951242165,"gmtModify":1703476313823,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904006621","repostId":"2257158391","repostType":4,"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902987629,"gmtCreate":1659628181763,"gmtModify":1706002728973,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902987629","repostId":"1146734237","repostType":2,"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":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094236271,"gmtCreate":1645148371537,"gmtModify":1676534003205,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"[Sad]&nbsp;","listText":"[Sad]&nbsp;","text":"[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094236271","repostId":"2212235648","repostType":2,"repost":{"id":"2212235648","kind":"news","pubTimestamp":1645144742,"share":"https://ttm.financial/m/news/2212235648?lang=&edition=fundamental","pubTime":"2022-02-18 08:39","market":"us","language":"en","title":"Why Did Palantir Stock Fall Today? Q4 Earnings Miss Hits Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2212235648","media":"Seeking Alpha","summary":"Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software ","content":"<html><head></head><body><p>Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software company posted fourth-quarter results that were mixed, with earnings falling short of Wall Street&#39;s expectations. </p><p>The Alex Karp-led company earned 2 cents per share on $432.8 million in revenue, whereas Wall Street analysts were expecting 4 cents per share on $418.07 million in revenue.</p><p>During the quarter, Palantir said it signed 34 net new customers and closed 64 deals worth $1 million or more, including 19 worth more than $10 million.</p><p>Palantir fell more than 13% in mid-day trading to $12.10, nearing its 52-week low of $11.75. Over the past six months, shares of Palantir have shed more than 40% of their value, amid a correction in high-growth technology stocks.</p><p>For the first quarter, Palantir said it expects to generate $443 million, compared to expectations of $439.6 million, with adjusted operating margin of 27%.</p><p>In a statement, Karp said that annual revenue growth should be 30% or more through 2025.</p><p>Earlier this month, Palantir co-founder and chairman Peter Thiel said he would step down from the <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (NASDAQ:FB) board to focus more on politics.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Palantir Stock Fall Today? Q4 Earnings Miss Hits Shares</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 Did Palantir Stock Fall Today? Q4 Earnings Miss Hits Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3801604-why-did-palantir-stock-fall-today-q4-earnings-miss-hits-shares><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software company posted fourth-quarter results that were mixed, with earnings falling short of Wall Street's ...</p>\n\n<a href=\"https://seekingalpha.com/news/3801604-why-did-palantir-stock-fall-today-q4-earnings-miss-hits-shares\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4547":"WSB热门概念","PLTR":"Palantir Technologies Inc.","BK4548":"巴美列捷福持仓","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4508":"社交媒体","BK4524":"宅经济概念","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4543":"AI","BK4550":"红杉资本持仓","BK4503":"景林资产持仓"},"source_url":"https://seekingalpha.com/news/3801604-why-did-palantir-stock-fall-today-q4-earnings-miss-hits-shares","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212235648","content_text":"Palantir Technologies (NYSE:PLTR) shares fell sharply on Thursday after the data analytics software company posted fourth-quarter results that were mixed, with earnings falling short of Wall Street's expectations. The Alex Karp-led company earned 2 cents per share on $432.8 million in revenue, whereas Wall Street analysts were expecting 4 cents per share on $418.07 million in revenue.During the quarter, Palantir said it signed 34 net new customers and closed 64 deals worth $1 million or more, including 19 worth more than $10 million.Palantir fell more than 13% in mid-day trading to $12.10, nearing its 52-week low of $11.75. Over the past six months, shares of Palantir have shed more than 40% of their value, amid a correction in high-growth technology stocks.For the first quarter, Palantir said it expects to generate $443 million, compared to expectations of $439.6 million, with adjusted operating margin of 27%.In a statement, Karp said that annual revenue growth should be 30% or more through 2025.Earlier this month, Palantir co-founder and chairman Peter Thiel said he would step down from the Meta Platforms (NASDAQ:FB) board to focus more on politics.","news_type":1},"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093744115,"gmtCreate":1643721283600,"gmtModify":1676533848265,"author":{"id":"3581651191181884","authorId":"3581651191181884","name":"johnnylst","avatar":"https://static.tigerbbs.com/db4dd7ade6a327dfe702b517b93d73a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581651191181884","authorIdStr":"3581651191181884"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093744115","repostId":"2208332769","repostType":2,"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}