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2023-11-02

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SoFi Stock Jumps over 2% As Morgan Stanley Upgrades the Stock to Equal Weight

2023-11-02

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Nvidia Forecast: Why NVDA Is Must-Have Stock for Long-Term Investors

2023-10-30

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2 Incredible Growth Stocks to Buy for the Dawning AI Revolution

2023-10-29

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3 Monster Buy-and-Hold Growth Stocks to Buy Right Now for $1K

2023-10-23

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Microsoft to Report Q1 Earnings: What's in the Cards?

2023-10-22

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Amazon Earnings Preview: Keep An Eye On AWS And Revenue Growth

2023-10-22

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3 Stocks That Turned $1,000 Into $1.1 Million (or More)

2023-10-21

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Dear AMC Stock Fans, Mark Your Calendars for Nov. 8

2023-10-21

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ASX Weekly Review: ASX 200 Plunges Below 7000 on Rising Middle East Tensions and Bond Yields

2023-10-20

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Fed's Bostic: Possible Fed Could Lower Rates in Late 2024

2023-10-20

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Tesla Kept Slumping Over 2% in Morning Trading after Plunging 9% on Thursday

2023-10-19

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2023-10-19

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Post-Bell | Wall St Falls More Than 1%; Tesla Sinks Over 4% While Nvidia Slides Nearly 4%

2023-10-18

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2 Colossal Growth Stocks to Buy Before the Big Bull Rally

2023-10-16

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Is It Too Late to Buy Palantir Technologies Stock?

2023-10-13

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2023-10-12

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Nvidia: The King Of AI And The Sword Of Damocles

2023-10-09

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RIVN, LCID, MULN, NIO, or NKLA: Who’s Winning the EV Stocks Race?

2023-10-09

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3 Stocks to Hold for the Next 20 Years

2023-10-06

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Moderate US Job Growth Slowdown Expected in September

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Jones","summary":"A strong third-quarter earnings report from SoFi Technologies prompted one analyst team to boost its rating on the fintech.Morgan Stanley analysts upgraded SoFi  to Equal Weight from Underweight in a Tuesday report.The stock had risen 8% to $7.50 on Tuesday afternoon, putting it on track for its largest percent increase since July 31, when it gained 20%, according to Dow Jones Market Data. 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This year, shares have soared 64%.</p><p>The upgrade marks a reversal for the analyst team. In July, it downgraded the stock to Underweight, citing that revenue growth was set to disappoint in 2024 and a smaller-than-expected opportunity in student loan refinancing.</p><p>With shares now trading closer to their price target of $7, there is “a more balanced risk-reward skew,” the Morgan Stanley team noted.</p><p>“We actually walked away from 3Q’s results incrementally more positive on the near-term outlook into 2024,” the analysts continued.</p><p>They highlighted multiple positives, including a better-than-expected income growth forecast for next quarter, strong student loan origination numbers in the third quarter, and nonlending segments “set to reaccelerate into 2024 as Lending revenues slow.”</p><p>On Monday, the company posted a third-quarter adjusted loss of 3 cents a share, while Wall Street had called for a loss of 8 cents, according to FactSet.</p><p>Chief Executive Officer Anthony Noto told <em>Barron’s</em> he sees the nonlending businesses as the driver of growth into the fourth quarter and next year.</p><p>“I think that the best way to think about lending going forward is it will be additive to growth, as opposed to the driver of growth,” he added.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoFi Stock Jumps over 2% As Morgan Stanley Upgrades the Stock to Equal Weight\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-11-01 22:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">A strong third-quarter earnings report from SoFi Technologies prompted one analyst team to boost its rating on the fintech.</p><p style=\"text-align: start;\">Morgan Stanley analysts upgraded SoFi to Equal Weight from Underweight in a Tuesday report.</p><p>SoFi stock continues to jump 2.36% in morning trading on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6cef4b1d3ea53d32ebc31294f91413\" tg-width=\"790\" tg-height=\"627\"/></p><p style=\"text-align: start;\">The stock jumped 8.8% to $7.55 on Tuesday, hitting its largest percent increase since July 31, when it gained 20%. This year, shares have soared 64%.</p><p>The upgrade marks a reversal for the analyst team. In July, it downgraded the stock to Underweight, citing that revenue growth was set to disappoint in 2024 and a smaller-than-expected opportunity in student loan refinancing.</p><p>With shares now trading closer to their price target of $7, there is “a more balanced risk-reward skew,” the Morgan Stanley team noted.</p><p>“We actually walked away from 3Q’s results incrementally more positive on the near-term outlook into 2024,” the analysts continued.</p><p>They highlighted multiple positives, including a better-than-expected income growth forecast for next quarter, strong student loan origination numbers in the third quarter, and nonlending segments “set to reaccelerate into 2024 as Lending revenues slow.”</p><p>On Monday, the company posted a third-quarter adjusted loss of 3 cents a share, while Wall Street had called for a loss of 8 cents, according to FactSet.</p><p>Chief Executive Officer Anthony Noto told <em>Barron’s</em> he sees the nonlending businesses as the driver of growth into the fourth quarter and next year.</p><p>“I think that the best way to think about lending going forward is it will be additive to growth, as opposed to the driver of growth,” he added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2380527144","content_text":"A strong third-quarter earnings report from SoFi Technologies prompted one analyst team to boost its rating on the fintech.Morgan Stanley analysts upgraded SoFi to Equal Weight from Underweight in a Tuesday report.SoFi stock continues to jump 2.36% in morning trading on Wednesday.The stock jumped 8.8% to $7.55 on Tuesday, hitting its largest percent increase since July 31, when it gained 20%. This year, shares have soared 64%.The upgrade marks a reversal for the analyst team. In July, it downgraded the stock to Underweight, citing that revenue growth was set to disappoint in 2024 and a smaller-than-expected opportunity in student loan refinancing.With shares now trading closer to their price target of $7, there is “a more balanced risk-reward skew,” the Morgan Stanley team noted.“We actually walked away from 3Q’s results incrementally more positive on the near-term outlook into 2024,” the analysts continued.They highlighted multiple positives, including a better-than-expected income growth forecast for next quarter, strong student loan origination numbers in the third quarter, and nonlending segments “set to reaccelerate into 2024 as Lending revenues slow.”On Monday, the company posted a third-quarter adjusted loss of 3 cents a share, while Wall Street had called for a loss of 8 cents, according to FactSet.Chief Executive Officer Anthony Noto told Barron’s he sees the nonlending businesses as the driver of growth into the fourth quarter and next year.“I think that the best way to think about lending going forward is it will be additive to growth, as opposed to the driver of growth,” he added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236943169024192,"gmtCreate":1698883144929,"gmtModify":1698883148022,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236943169024192","repostId":"2379551211","repostType":4,"repost":{"id":"2379551211","kind":"highlight","pubTimestamp":1698848784,"share":"https://ttm.financial/m/news/2379551211?lang=&edition=fundamental","pubTime":"2023-11-01 22:26","market":"us","language":"en","title":"Nvidia Forecast: Why NVDA Is Must-Have Stock for Long-Term Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2379551211","media":"InvestorPlace","summary":"Here's why investors with a truly long-term investing time horizon have outperformed those trading NVDA stock and why that could continue.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia (NVDA) has seen some impressive rapid stock price appreciation over the past year. </p></li><li><p>The debate as to whether these gains are sustainable rages on.</p></li><li><p>Those with a long-term perspective may find this stock appealing.</p></li></ul><p>Nvidia is a leading producer of powerful GPU chips that are crucial for the development of advanced technologies. The recent surge in artificial intelligence interest has caused an increased need for incredible computing power, causing NVDA stock to skyrocket. The 187% YTD growth is nothing to scoff at, particularly for a company of Nvidia’s size.</p><p>This has proven that Nvidia is a stock worth owning, rather than trading. Given its rather long, momentum-driven moves, this stock has likely made a few traders plenty of money. However, it’s also a stock that’s proven to be worth buying on pullbacks. Long-term investors who simply bought NVDA stock on every 10%+ pullback have likely done better than the vast majority of traders in this name.</p><p>Thus, while I do think some near-term downside could be on the horizon for Nvidia (its valuation is enough to make most investors dizzy), I also think this is a stock that’s likely to retain its status as one worth holding for the long-term.</p><p>Investors may want to be patient with NVDA stock, but consider buying on future pullbacks, even if the stock appears to be expensive in its current state. Let’s discuss why.</p><h2 id=\"id_556655311\">U.S Chip Ban Isn’t That Scary for Investors</h2><p>Headline-driven selling is something that happens with any stock. Nvidia was obviously hit by the news that the U.S. would be restricting the export of AI chips to China. After all, China remains a massive market for Nvidia, and the ongoing geopolitical tension between the U.S. and China is one of the only major overhangs for this stock.</p><p>That said, I think investors may want to wait for the dust to settle before panic selling.</p><p>These trade restrictions between the U.S. and China are typically temporary. Nvidia remains a dominant AI chip provider in China with over 90% market share. Thus, so long as AI demand continues to grow globally, Nvidia should have plenty of runway to grow while these geopolitical issues get hammered out. Nvidia can’t currently meet existing demand, so I’m not worried about this ban at the moment.</p><h2 id=\"id_1738462705\">Nvidia Is Strong in Generative AI</h2><p>Over nearly a decade, the Nvidia Jetson platform gained broad adoption in various industries. Generative AI’s impact extends beyond text and language to computer vision. This benefits autonomous machines and robotics, offering faster development and greater accuracy than traditional methods.</p><p>Nvidia has harnessed the capabilities of generative AI for recognizing and interacting with untrained elements. This extends to video search, asset tracking and edge computing, advancing, advancing computer vision. The company’s Jetson Generative AI Lab empowers developers to use open-source generative AI models for edge computing. This new software enables edge-based generative AI, making an easy start for Jetson developers.</p><p>Thus, for those bullish on Nvidia’s position in the AI race, this is a key catalyst to watch.</p><h2 id=\"id_316274856\">Arm-Based PC Chips by Nvidia</h2><p>Nvidia is partnering with <a href=\"https://laohu8.com/S/ARM\">Arm Holdings</a> to expand into CPU design for Microsoft Windows. This move is seen as a challenge to Apple, which gained market share with its in-house Arm-based chips for Macs.</p><p>Nvidia also intends to manufacture PC-chips with Advanced Micro Devices potentially releasing them as early as 2025. Arm-based laptop chip maker Qualcomm will also unveil more information about its flagship chip designed by former Apple engineers.</p><h2 id=\"id_8902379\">Where Is NVDA Stock Headed from Here?</h2><p>AI technology offers significant potential for productivity and efficiency gains. As new AI applications continue to emerge, demand for AI chips, like Nvidia’s, remains high. While competitors like AMD and Intel enter the AI chip market, Nvidia’s strong position should mitigate their impact.</p><p>Beyond AI, Nvidia has non-AI catalysts, including a rebound in gaming chip demand and the potential to challenge Intel in the PC chip space. Given these factors, NVDA stock presents an appealing long-term investment opportunity, despite its currently pricey valuation.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Forecast: Why NVDA Is Must-Have Stock for Long-Term Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Forecast: Why NVDA Is Must-Have Stock for Long-Term Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-01 22:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/10/nvidia-forecast-why-nvda-is-must-have-stock-for-long-term-investors/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NVDA) has seen some impressive rapid stock price appreciation over the past year. The debate as to whether these gains are sustainable rages on.Those with a long-term perspective may find this...</p>\n\n<a href=\"https://investorplace.com/2023/10/nvidia-forecast-why-nvda-is-must-have-stock-for-long-term-investors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://investorplace.com/2023/10/nvidia-forecast-why-nvda-is-must-have-stock-for-long-term-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2379551211","content_text":"Nvidia (NVDA) has seen some impressive rapid stock price appreciation over the past year. The debate as to whether these gains are sustainable rages on.Those with a long-term perspective may find this stock appealing.Nvidia is a leading producer of powerful GPU chips that are crucial for the development of advanced technologies. The recent surge in artificial intelligence interest has caused an increased need for incredible computing power, causing NVDA stock to skyrocket. The 187% YTD growth is nothing to scoff at, particularly for a company of Nvidia’s size.This has proven that Nvidia is a stock worth owning, rather than trading. Given its rather long, momentum-driven moves, this stock has likely made a few traders plenty of money. However, it’s also a stock that’s proven to be worth buying on pullbacks. Long-term investors who simply bought NVDA stock on every 10%+ pullback have likely done better than the vast majority of traders in this name.Thus, while I do think some near-term downside could be on the horizon for Nvidia (its valuation is enough to make most investors dizzy), I also think this is a stock that’s likely to retain its status as one worth holding for the long-term.Investors may want to be patient with NVDA stock, but consider buying on future pullbacks, even if the stock appears to be expensive in its current state. Let’s discuss why.U.S Chip Ban Isn’t That Scary for InvestorsHeadline-driven selling is something that happens with any stock. Nvidia was obviously hit by the news that the U.S. would be restricting the export of AI chips to China. After all, China remains a massive market for Nvidia, and the ongoing geopolitical tension between the U.S. and China is one of the only major overhangs for this stock.That said, I think investors may want to wait for the dust to settle before panic selling.These trade restrictions between the U.S. and China are typically temporary. Nvidia remains a dominant AI chip provider in China with over 90% market share. Thus, so long as AI demand continues to grow globally, Nvidia should have plenty of runway to grow while these geopolitical issues get hammered out. Nvidia can’t currently meet existing demand, so I’m not worried about this ban at the moment.Nvidia Is Strong in Generative AIOver nearly a decade, the Nvidia Jetson platform gained broad adoption in various industries. Generative AI’s impact extends beyond text and language to computer vision. This benefits autonomous machines and robotics, offering faster development and greater accuracy than traditional methods.Nvidia has harnessed the capabilities of generative AI for recognizing and interacting with untrained elements. This extends to video search, asset tracking and edge computing, advancing, advancing computer vision. The company’s Jetson Generative AI Lab empowers developers to use open-source generative AI models for edge computing. This new software enables edge-based generative AI, making an easy start for Jetson developers.Thus, for those bullish on Nvidia’s position in the AI race, this is a key catalyst to watch.Arm-Based PC Chips by NvidiaNvidia is partnering with Arm Holdings to expand into CPU design for Microsoft Windows. This move is seen as a challenge to Apple, which gained market share with its in-house Arm-based chips for Macs.Nvidia also intends to manufacture PC-chips with Advanced Micro Devices potentially releasing them as early as 2025. Arm-based laptop chip maker Qualcomm will also unveil more information about its flagship chip designed by former Apple engineers.Where Is NVDA Stock Headed from Here?AI technology offers significant potential for productivity and efficiency gains. As new AI applications continue to emerge, demand for AI chips, like Nvidia’s, remains high. While competitors like AMD and Intel enter the AI chip market, Nvidia’s strong position should mitigate their impact.Beyond AI, Nvidia has non-AI catalysts, including a rebound in gaming chip demand and the potential to challenge Intel in the PC chip space. Given these factors, NVDA stock presents an appealing long-term investment opportunity, despite its currently pricey valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":235895603847208,"gmtCreate":1698624511609,"gmtModify":1698624514706,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235895603847208","repostId":"2378359564","repostType":2,"repost":{"id":"2378359564","kind":"highlight","pubTimestamp":1698546328,"share":"https://ttm.financial/m/news/2378359564?lang=&edition=fundamental","pubTime":"2023-10-29 10:25","market":"us","language":"en","title":"2 Incredible Growth Stocks to Buy for the Dawning AI Revolution","url":"https://stock-news.laohu8.com/highlight/detail?id=2378359564","media":"Motley Fool","summary":"These incredible companies are poised to benefit from this century's most revolutionary tech shift.","content":"<html><head></head><body><h2 id=\"id_3679867296\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p><strong>Palantir is in the early stages of capitalizing on massive opportunities in AI.</strong></p></li><li><p><strong>Alphabet could benefit from more effective recommender systems.  </strong></p></li></ul><p>While the artificial intelligence (AI) revolution has been decades in the making, 2023 could very well be remembered as the year that this incredible technology shift began shaping the stock market. Some top companies in the field have already seen explosive gains thanks to the rapidly accelerating tech trend, but it&#39;s worth noting that this incredible tech movement is still very much in its infancy. </p><p>If you&#39;re looking for top ways to capitalize on the dawning of the AI revolution, read on to see why two Motley Fool contributors think that these tech companies have what it takes to be long-term winners. </p><h2 id=\"id_681947481\">This early AI leader could see explosive growth</h2><p><strong>Keith Noonan: Palantir Technologies </strong>(PLTR) stock has been on a tear in 2023, climbing roughly 152% across the year&#39;s trading. In addition to improving profitability and a return to stronger sales growth, the explosive gains have been powered by excitement surrounding the company&#39;s opportunities in AI.</p><p>On the other hand, the data software specialist&#39;s share price is still down 58.5% from its peak. There are good reasons to think that Palantir will be able to reclaim its previous valuation high and continue expanding from there. </p><p>In May, Palantir launched Artificial Intelligence Platform (AIP) -- a service that allows businesses and government agencies to make better use of data through the power of large language models. With its second-quarter report in August, the company announced that it had already signed over 100 customers to AIP. Even better, it was in discussions with over 300 additional potential customers that had expressed interest in the service. </p><p>That wasn&#39;t the last of Palantir&#39;s major, publicly disclosed AI wins. Last month, the Department of Defense announced that the company had won a $250 million contract with the U.S. Army for artificial intelligence research and services. While there&#39;s undoubtedly speculation involved in charting the trajectory of the AI market, it seems clear that Palantir has emerged as a leading player in the space. </p><p>With a market capitalization of roughly $35 billion, Palantir is valued at roughly 71 times this year&#39;s expected earnings and 15.7 times expected sales. That&#39;s admittedly a highly growth-dependent valuation, but the business appears to be on the precipice of massive performance catalysts. For risk-tolerant investors, the stock could be a great way to play the AI revolution. </p><h2 id=\"id_3961306096\">AI could make Alphabet even more dominant</h2><p><strong>Parkev Tatevosian:</strong> If artificial intelligence continues to become an ever-increasing part of our everyday lives, then <strong>Alphabet</strong> is one stock I recommend buying. The Google and YouTube parent has delivered phenomenal business performance over previous decades. Adding AI effectiveness to the mix could bring investors another two decades of excellent returns. </p><p>Despite the work YouTube undergoes to highlight videos it thinks you will want to watch, the algorithm has plenty of room for improvement. Of the 100 or so video recommendations I see daily, on average, I estimate less than 10 fit my tastes. Employing artificial intelligence to select videos people are likelier to watch will keep users engaged longer, increasing the advertising revenue for YouTube. Google search could similarly benefit by delivering more accurate responses to search queries. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85da075e33e8b112281006399d9fe44a\" tg-width=\"720\" tg-height=\"451\"/></p><p>GOOGL PE Ratio (Forward 1y) data by YCharts</p><p>I mentioned that Alphabet has delivered excellent results over previous decades, and the last 10 years have been no exception. Between 2013 and 2022, Alphabet&#39;s revenue has increased from $56 billion to $283 billion.</p><p>More importantly, its operating income has exploded from $15 billion to $75 billion. Alphabet&#39;s stock price is not prohibitively expensive at a forward price-to-earnings ratio of approximately 20. I would say Alphabet is an excellent stock to buy to position yourself to benefit from the increasing effectiveness of AI.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Incredible Growth Stocks to Buy for the Dawning AI Revolution</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Incredible Growth Stocks to Buy for the Dawning AI Revolution\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-29 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/10/28/2-incredible-growth-stocks-to-buy-for-the-dawning/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSPalantir is in the early stages of capitalizing on massive opportunities in AI.Alphabet could benefit from more effective recommender systems.  While the artificial intelligence (AI) ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/10/28/2-incredible-growth-stocks-to-buy-for-the-dawning/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","PLTR":"Palantir Technologies Inc.","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2023/10/28/2-incredible-growth-stocks-to-buy-for-the-dawning/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2378359564","content_text":"KEY POINTSPalantir is in the early stages of capitalizing on massive opportunities in AI.Alphabet could benefit from more effective recommender systems.  While the artificial intelligence (AI) revolution has been decades in the making, 2023 could very well be remembered as the year that this incredible technology shift began shaping the stock market. Some top companies in the field have already seen explosive gains thanks to the rapidly accelerating tech trend, but it's worth noting that this incredible tech movement is still very much in its infancy. If you're looking for top ways to capitalize on the dawning of the AI revolution, read on to see why two Motley Fool contributors think that these tech companies have what it takes to be long-term winners. This early AI leader could see explosive growthKeith Noonan: Palantir Technologies (PLTR) stock has been on a tear in 2023, climbing roughly 152% across the year's trading. In addition to improving profitability and a return to stronger sales growth, the explosive gains have been powered by excitement surrounding the company's opportunities in AI.On the other hand, the data software specialist's share price is still down 58.5% from its peak. There are good reasons to think that Palantir will be able to reclaim its previous valuation high and continue expanding from there. In May, Palantir launched Artificial Intelligence Platform (AIP) -- a service that allows businesses and government agencies to make better use of data through the power of large language models. With its second-quarter report in August, the company announced that it had already signed over 100 customers to AIP. Even better, it was in discussions with over 300 additional potential customers that had expressed interest in the service. That wasn't the last of Palantir's major, publicly disclosed AI wins. Last month, the Department of Defense announced that the company had won a $250 million contract with the U.S. Army for artificial intelligence research and services. While there's undoubtedly speculation involved in charting the trajectory of the AI market, it seems clear that Palantir has emerged as a leading player in the space. With a market capitalization of roughly $35 billion, Palantir is valued at roughly 71 times this year's expected earnings and 15.7 times expected sales. That's admittedly a highly growth-dependent valuation, but the business appears to be on the precipice of massive performance catalysts. For risk-tolerant investors, the stock could be a great way to play the AI revolution. AI could make Alphabet even more dominantParkev Tatevosian: If artificial intelligence continues to become an ever-increasing part of our everyday lives, then Alphabet is one stock I recommend buying. The Google and YouTube parent has delivered phenomenal business performance over previous decades. Adding AI effectiveness to the mix could bring investors another two decades of excellent returns. Despite the work YouTube undergoes to highlight videos it thinks you will want to watch, the algorithm has plenty of room for improvement. Of the 100 or so video recommendations I see daily, on average, I estimate less than 10 fit my tastes. Employing artificial intelligence to select videos people are likelier to watch will keep users engaged longer, increasing the advertising revenue for YouTube. Google search could similarly benefit by delivering more accurate responses to search queries. GOOGL PE Ratio (Forward 1y) data by YChartsI mentioned that Alphabet has delivered excellent results over previous decades, and the last 10 years have been no exception. Between 2013 and 2022, Alphabet's revenue has increased from $56 billion to $283 billion.More importantly, its operating income has exploded from $15 billion to $75 billion. Alphabet's stock price is not prohibitively expensive at a forward price-to-earnings ratio of approximately 20. I would say Alphabet is an excellent stock to buy to position yourself to benefit from the increasing effectiveness of AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":235687411638488,"gmtCreate":1698573614089,"gmtModify":1698573618683,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235687411638488","repostId":"2378356871","repostType":2,"repost":{"id":"2378356871","kind":"highlight","pubTimestamp":1698545163,"share":"https://ttm.financial/m/news/2378356871?lang=&edition=fundamental","pubTime":"2023-10-29 10:06","market":"us","language":"en","title":"3 Monster Buy-and-Hold Growth Stocks to Buy Right Now for $1K","url":"https://stock-news.laohu8.com/highlight/detail?id=2378356871","media":"InvestorPlace","summary":"These are three growth stocks you will want to buy and never sell if you have $1,000 available to invest today.","content":"<html><head></head><body><ul style=\"\"><li><p>Growth stocks have proved to be the driving force in the stock market’s outperformance against all other asset classes over time.</p></li><li><p><strong>Costco (<u>COST</u>):</strong> The warehouse shopping club giant is in expansion mode as consumers respond to its competitive prices.</p></li><li><p><strong>Novo Nordisk (<u>NVO</u>):</strong> The pharmaceutical owns the weight loss-in-a-pill market with two therapies that can’t stop growing.</p></li><li><p><strong>Taiwan Semiconductor Manufacturing (<u>TSM</u>):</strong> The largest pure play chip foundry is the semi manufacturer other chip companies turn to when in need.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bfd9cf95547546a1a1f535773ad066b\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: shutterstock.com/pichit</p><p>Over the past 100 years, the stock market has proved to be the best way to build wealth. Even through recessions, depressions, and world wars, growth stocks generate better returns than any other asset class. Not gold, bonds, real estate, or even, more recently, cryptocurrencies.</p><p>Particularly when the stocks are in the grip of a bull market, investors who choose growth stocks to buy and hold for long-term wealth are generously rewarded.</p><p>If you have $1,000 to invest today, what follows are three extraordinary growth stocks you’ll want to buy right now and never sell.</p><h2 id=\"id_521109796\">Costco (COST)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cf2af7e6fe4968a4797abe37c0f9353\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: ESB Professional / Shutterstock.com</p><p>American consumers are turning defensive, and one of the main beneficiaries is the warehouse superstore <strong>Costco</strong> (NASDAQ:<strong>COST</strong>). The retailer business model virtually compels consumer loyalty, enabling it to generate relatively steady sales growth.</p><p>Because it relies upon high-volume, low-margin sales, however, profits quickly come under pressure during rising interest rate environments. Yet the retailer can ride out such storms because consumers view it as especially competitive in pricing. They return again and again for the bargains it brings.</p><p>Although Costco targets more upscale consumers than rival <strong>Walmart</strong> (NYSE:<strong>WMT</strong>), even they are feeling the pinch these days. CFO Richard Galanti told analysts this summer that shoppers were ditching beef for chicken and pork. Still, Costco beat earnings expectations in the fiscal fourth quarter with profits of $4.86 per share, up 16% year over year. Although comparable store sales were soft, rising just 0.2% in the U.S. (but up 1.1% globally), the retailer saw more customer traffic even as they made smaller purchases.</p><p>Foot traffic analytics platform Placer.ai found Costco is able to continuously expand without cannibalizing sales at existing stores. Particularly in markets such as New Jersey, where it hasn’t opened a new store in years, it is seeing increases in foot traffic. Costco said during this month’s earnings conference call it planned on opening 10 new stores in its first fiscal quarter.</p><p>With more levers to pull to juice additional returns, like a membership fee increase, Costco is a no-brainer buy right now.</p><h2 id=\"id_1233707588\">Novo Nordisk (NVO)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27dc0d0d2ff25c603de836bbc848a3dd\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: shutterstock.com/Champhei</p><p>There are a few hotter stocks than <strong>Novo Nordisk</strong> (NYSE:<strong>NVO</strong>). Fewer still have the long-term legs the Danish pharmaceutical possesses. Powered by the success of its twin weight-loss therapies, Ozempic and Wegovy, Novo Nordisk shares are up 84% over the past 12 months. That’s far better than any of its peers of a similar size and led the pharma to split its shares 2-for-1 in September.</p><p>Novo Nordisk owns the glycogen-like peptide-1 (GLP-1) market with a 65% share. Ozempic’s share alone accounts for 44%of the market. It only introduced Wegovy into the U.S. market this year. Sales of both drugs are up 50% so far this year.</p><p>GLP-1 therapies were medications originally prescribed to help lower blood sugar levels for diabetics. Demand skyrocketed after they discovered their weight-loss-promoting properties. So much so that diabetics are having difficulty securing the treatments. Ozempic and Wegovy are also so successful they impact bariatric surgeries performed by <strong>Intuitive Surgical</strong> (NASDAQ:ISRG). The robotic surgery device maker reported elective procedures for weight loss slowed significantly this year.</p><p>With high demand, Novo Nordisk is employing contract manufacturers to help keep up supply. Weight loss in a pill has long been a dream of many. It indicates the pharmaceutical will maintain its upward trajectory for years to come.</p><h2 id=\"id_131371170\">Taiwan Semiconductor Manufacturing (TSM)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36ee9bf9d16198bf45756cb8bb4eb3cf\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: sdx15 / Shutterstock.com</p><p>Warren Buffett may have abandoned <strong>Taiwan Semiconductor</strong> (NYSE:<strong>TSM</strong>) over geopolitical tensions, but that doesn’t mean you should. TSM, as the company is known, is best positioned to capitalize on the foremost trends in semiconductors.</p><p>Artificial intelligence has catapulted numerous stocks into the stratosphere on the promise of wealth to come. TSM, however, is actually one that will profit from it. That’s because whatever technology is developed to take advantage of AI’s capabilities, is going to need advanced computer chips to power the processes, whether they’re <strong>Nvidia’s</strong> (NASDAQ:<strong><u>NVDA</u></strong>) industry-leading chips or some other semi-stock. And by and large, the chip companies turn to TSM to manufacture the chips for them.</p><p>Nvidia is a chip designer, not a foundry. Like others, it turns to TSM, the industry’s largest pure-play, to make its chips according to the specs it provides. So do many other major chip companies. So, no matter which chip ultimately wins, so does TSM.</p><p>Of course, chip-making is cyclical. There is a secular downturn underway in the PC market, creating headwinds for TSM right now. Yet the chip titan is still on a long trek higher. Shares are up only about 10% since Buffett sold his stake, meaning plenty of upside is still available.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Monster Buy-and-Hold Growth Stocks to Buy Right Now for $1K</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Monster Buy-and-Hold Growth Stocks to Buy Right Now for $1K\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-29 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/10/3-monster-buy-and-hold-growth-stocks-to-buy-right-now-for-1k/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks have proved to be the driving force in the stock market’s outperformance against all other asset classes over time.Costco (COST): The warehouse shopping club giant is in expansion mode ...</p>\n\n<a href=\"https://investorplace.com/2023/10/3-monster-buy-and-hold-growth-stocks-to-buy-right-now-for-1k/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","COST":"好市多","NVO":"诺和诺德"},"source_url":"https://investorplace.com/2023/10/3-monster-buy-and-hold-growth-stocks-to-buy-right-now-for-1k/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2378356871","content_text":"Growth stocks have proved to be the driving force in the stock market’s outperformance against all other asset classes over time.Costco (COST): The warehouse shopping club giant is in expansion mode as consumers respond to its competitive prices.Novo Nordisk (NVO): The pharmaceutical owns the weight loss-in-a-pill market with two therapies that can’t stop growing.Taiwan Semiconductor Manufacturing (TSM): The largest pure play chip foundry is the semi manufacturer other chip companies turn to when in need.Source: shutterstock.com/pichitOver the past 100 years, the stock market has proved to be the best way to build wealth. Even through recessions, depressions, and world wars, growth stocks generate better returns than any other asset class. Not gold, bonds, real estate, or even, more recently, cryptocurrencies.Particularly when the stocks are in the grip of a bull market, investors who choose growth stocks to buy and hold for long-term wealth are generously rewarded.If you have $1,000 to invest today, what follows are three extraordinary growth stocks you’ll want to buy right now and never sell.Costco (COST)Source: ESB Professional / Shutterstock.comAmerican consumers are turning defensive, and one of the main beneficiaries is the warehouse superstore Costco (NASDAQ:COST). The retailer business model virtually compels consumer loyalty, enabling it to generate relatively steady sales growth.Because it relies upon high-volume, low-margin sales, however, profits quickly come under pressure during rising interest rate environments. Yet the retailer can ride out such storms because consumers view it as especially competitive in pricing. They return again and again for the bargains it brings.Although Costco targets more upscale consumers than rival Walmart (NYSE:WMT), even they are feeling the pinch these days. CFO Richard Galanti told analysts this summer that shoppers were ditching beef for chicken and pork. Still, Costco beat earnings expectations in the fiscal fourth quarter with profits of $4.86 per share, up 16% year over year. Although comparable store sales were soft, rising just 0.2% in the U.S. (but up 1.1% globally), the retailer saw more customer traffic even as they made smaller purchases.Foot traffic analytics platform Placer.ai found Costco is able to continuously expand without cannibalizing sales at existing stores. Particularly in markets such as New Jersey, where it hasn’t opened a new store in years, it is seeing increases in foot traffic. Costco said during this month’s earnings conference call it planned on opening 10 new stores in its first fiscal quarter.With more levers to pull to juice additional returns, like a membership fee increase, Costco is a no-brainer buy right now.Novo Nordisk (NVO)Source: shutterstock.com/ChampheiThere are a few hotter stocks than Novo Nordisk (NYSE:NVO). Fewer still have the long-term legs the Danish pharmaceutical possesses. Powered by the success of its twin weight-loss therapies, Ozempic and Wegovy, Novo Nordisk shares are up 84% over the past 12 months. That’s far better than any of its peers of a similar size and led the pharma to split its shares 2-for-1 in September.Novo Nordisk owns the glycogen-like peptide-1 (GLP-1) market with a 65% share. Ozempic’s share alone accounts for 44%of the market. It only introduced Wegovy into the U.S. market this year. Sales of both drugs are up 50% so far this year.GLP-1 therapies were medications originally prescribed to help lower blood sugar levels for diabetics. Demand skyrocketed after they discovered their weight-loss-promoting properties. So much so that diabetics are having difficulty securing the treatments. Ozempic and Wegovy are also so successful they impact bariatric surgeries performed by Intuitive Surgical (NASDAQ:ISRG). The robotic surgery device maker reported elective procedures for weight loss slowed significantly this year.With high demand, Novo Nordisk is employing contract manufacturers to help keep up supply. Weight loss in a pill has long been a dream of many. It indicates the pharmaceutical will maintain its upward trajectory for years to come.Taiwan Semiconductor Manufacturing (TSM)Source: sdx15 / Shutterstock.comWarren Buffett may have abandoned Taiwan Semiconductor (NYSE:TSM) over geopolitical tensions, but that doesn’t mean you should. TSM, as the company is known, is best positioned to capitalize on the foremost trends in semiconductors.Artificial intelligence has catapulted numerous stocks into the stratosphere on the promise of wealth to come. TSM, however, is actually one that will profit from it. That’s because whatever technology is developed to take advantage of AI’s capabilities, is going to need advanced computer chips to power the processes, whether they’re Nvidia’s (NASDAQ:NVDA) industry-leading chips or some other semi-stock. And by and large, the chip companies turn to TSM to manufacture the chips for them.Nvidia is a chip designer, not a foundry. Like others, it turns to TSM, the industry’s largest pure-play, to make its chips according to the specs it provides. So do many other major chip companies. So, no matter which chip ultimately wins, so does TSM.Of course, chip-making is cyclical. There is a secular downturn underway in the PC market, creating headwinds for TSM right now. Yet the chip titan is still on a long trek higher. Shares are up only about 10% since Buffett sold his stake, meaning plenty of upside is still available.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":233430638694456,"gmtCreate":1698018467428,"gmtModify":1698018471381,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233430638694456","repostId":"1134770783","repostType":4,"repost":{"id":"1134770783","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1697949333,"share":"https://ttm.financial/m/news/1134770783?lang=&edition=fundamental","pubTime":"2023-10-22 12:35","market":"us","language":"en","title":"Microsoft to Report Q1 Earnings: What's in the Cards?","url":"https://stock-news.laohu8.com/highlight/detail?id=1134770783","media":"Tiger Newspress","summary":"Azure's outlook for 2Q will likely be more critical compared to any other KPI when Microsoft reports fiscal 1Q24 results on Oct. 24, amid strong interest in generative AI.Microsoft will report its Q1 ","content":"<html><head></head><body><blockquote><p>Azure&#39;s outlook for 2Q will likely be more critical compared to any other KPI when Microsoft reports fiscal 1Q24 results on Oct. 24, amid strong interest in generative AI.</p></blockquote><p>Microsoft will report its Q1 FY24 earnings after the US markets close on 24 October, which will be the morning of 25 October in the Asia-Pacific time zone. The company’s shares fell about 10% after hitting an all-time high in July as the AI frenzy faded. Microsoft has been a front-runner in the AI race since its launch of ChatGPT in February. However, its cloud business, Azure’s revenue growth slowed for the fifth consecutive quarter, according to its last quarterly report. Below are the key aspects of its upcoming earnings results.</p><h2 id=\"id_2079750492\" style=\"text-align: start;\">Q4 FY23 Review</h2><p style=\"text-align: start;\">Microsoft beat market expectations in its Q4 FY23 results, with earnings per share at $2.69 on revenue of $56.19 billion, up 20% and 8% from a year ago, respectively. However, the company provided disappointing guidance for the current quarter as weakened demands in PC continued to pressure the growth. Microsoft forecasted revenue of between $53.8 billion and $654.8 billion for the September quarter, implying an 8% year-on-year growth, missing an estimated $54.94 billion. Its key division, Azura Cloud, rose 26% from a year ago, posting the fifth consecutive month slowdown. </p><h2 id=\"id_1634771525\" style=\"text-align: start;\">What to expect in Q1</h2><h3 id=\"id_2245644134\">Focusing on Recovery in the Azure</h3><p>Azure&#39;s outlook for 2Q will likely be more critical compared to any other KPI when Microsoft reports fiscal 1Q24 results on Oct. 24, amid strong interest in generative AI. Microsoft has been the most vocal among large software vendors in launching new AI products, given its close relationship with OpenAI, which runs on Azure. Despite this, 2Q Azure estimates are up less than 0.5% since May and consensus calls for sales growth of 25% in constant currency. However, Bloomberg believe that any guidance of less than 28% for the quarter could be met with disappointment.</p><p>1Q operating margins and the 2024 outlook will likely be another key metric, given the high cost of hosting generative AI workloads. It is possible that Microsoft cuts more operating expenses such as hiring and travel to offset the drag caused by these higher costs.</p><h3 id=\"id_2573104905\" style=\"text-align: start;\">Teams, Office 365 to Aid Productivity &amp; Business Growth</h3><p style=\"text-align: justify;\">The momentum witnessed for Teams, Microsoft’s workspace communication offering, might have acted as a tailwind in the to-be-reported quarter. Teams’ expanding customer base and features have been helping MSFT win shares in the enterprise communication market against Zoom. Teams’ user growth is expected to have been driven by the hybrid/flexible work model.</p><p style=\"text-align: start;\">For the fiscal first quarter, Microsoft expects revenue growth in the Productivity and Business processes segment between 9% and 11% to a range of $18-$18.3 billion. Zacks’s model estimate is pegged at $18.26 billion, indicating growth of 10.9% year over year.</p><p>MSFT expanded the availability of Microsoft 365 Copilot to a wider range of customers, which is expected to have boosted revenue growth.</p><h3 id=\"id_2113916222\" style=\"text-align: start;\">A Silver Lining for the PC Market Even as Decline Continues</h3><p>Revenues from Windows are likely to have been driven by steady traction seen in Windows Commercial products and cloud services growth amid improving personal computer (PC) demand.</p><p style=\"text-align: start;\">After eight consecutive quarters of year-over-year decline, the PC market is showing initial signs of stabilization, including sequential growth from the previous quarter. Per Gartner report, PC shipments in the July-September 2023 quarter declined 9% year over year to 64.3 million units. The third-quarter PC shipment data shows a strong improvement from the second quarter when PC vendors had shipped 59.7 million units.</p><p style=\"text-align: start;\">For More Personal Computing, the company projects revenues between $12.5 billion and $12.9 billion, pressured by the persistent decline in the personal computer market. It expects Windows OEM revenues to decline in the low-to-mid teens range.</p><p style=\"text-align: start;\">Zacks’s model estimate is pegged at $12.69 billion, indicating a decline of 4.7% from the figure reported in the year-ago quarter.</p><h3 id=\"id_803230614\" style=\"text-align: start;\">Microsoft’s development in Azure OpenAI Service</h3><p style=\"text-align: start;\">Since the announcement of a $10 billion investment into ChatGPT, Microsoft has thrived in AI development in the cloud business Azure. The company announced that ChatGPT was available in preview in Azure OpenAI Service in early March and expanded its service to wider applications and regions in the past 6 months. The prominent progress was an announcement of the Microsoft 365 Copilot, which is its artificial intelligence supplement to the core software such as Word and Excel. Office makes up approximately 24% of the tech giant’s revenue and grew 16% year on year in the June quarter. Hence, Azure and other cloud services, together with Office 365 Commercial revenue, will be the key focused sections in the upcoming earnings report. Microsoft’s CFO, Amy Hood, said that growth from AI services would be gradual and the financial effect would mainly show in the second half of the fiscal year 2024, which is the first half of calendar year 2025.</p><h3 id=\"id_3343449897\" style=\"text-align: start;\">Microsoft’s takeover of Activision Blizzard</h3><p style=\"text-align: start;\">Microsoft has finally completed the $69 billion takeover of Activision Blizzard recently. The industry’s biggest-ever deal may consolidate Microsoft’s top market share in the gaming empire as the tech giant gained control over games such as Call of Duty, World of Warcraft, Candy Crush, etc. However, gaming revenue only accounts for about 6% of Microsoft’s overall revenue, and the benefit of the deal will not show in the upcoming earnings report.</p><h2 id=\"id_1049724714\" style=\"text-align: start;\">Q1 FY24 Forecast by Bloomberg</h2><ul style=\"\"><li><p style=\"text-align: start;\">Earnings Per Share: $2.657, +13.1% year on year</p></li><li><p style=\"text-align: start;\">Revenue: $54.55 billion, +8.8%</p></li><li><p style=\"text-align: start;\">Net Income: $19.77 billion, +12.6%</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/995a47cfed87d881554f789e3ca40461\" title=\"Source: Bloomberg\" tg-width=\"1086\" tg-height=\"369\"/><span>Source: Bloomberg</span></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>Microsoft to Report Q1 Earnings: What's in the Cards?</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\">\nMicrosoft to Report Q1 Earnings: What's in the Cards?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-10-22 12:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Azure&#39;s outlook for 2Q will likely be more critical compared to any other KPI when Microsoft reports fiscal 1Q24 results on Oct. 24, amid strong interest in generative AI.</p></blockquote><p>Microsoft will report its Q1 FY24 earnings after the US markets close on 24 October, which will be the morning of 25 October in the Asia-Pacific time zone. The company’s shares fell about 10% after hitting an all-time high in July as the AI frenzy faded. Microsoft has been a front-runner in the AI race since its launch of ChatGPT in February. However, its cloud business, Azure’s revenue growth slowed for the fifth consecutive quarter, according to its last quarterly report. Below are the key aspects of its upcoming earnings results.</p><h2 id=\"id_2079750492\" style=\"text-align: start;\">Q4 FY23 Review</h2><p style=\"text-align: start;\">Microsoft beat market expectations in its Q4 FY23 results, with earnings per share at $2.69 on revenue of $56.19 billion, up 20% and 8% from a year ago, respectively. However, the company provided disappointing guidance for the current quarter as weakened demands in PC continued to pressure the growth. Microsoft forecasted revenue of between $53.8 billion and $654.8 billion for the September quarter, implying an 8% year-on-year growth, missing an estimated $54.94 billion. Its key division, Azura Cloud, rose 26% from a year ago, posting the fifth consecutive month slowdown. </p><h2 id=\"id_1634771525\" style=\"text-align: start;\">What to expect in Q1</h2><h3 id=\"id_2245644134\">Focusing on Recovery in the Azure</h3><p>Azure&#39;s outlook for 2Q will likely be more critical compared to any other KPI when Microsoft reports fiscal 1Q24 results on Oct. 24, amid strong interest in generative AI. Microsoft has been the most vocal among large software vendors in launching new AI products, given its close relationship with OpenAI, which runs on Azure. Despite this, 2Q Azure estimates are up less than 0.5% since May and consensus calls for sales growth of 25% in constant currency. However, Bloomberg believe that any guidance of less than 28% for the quarter could be met with disappointment.</p><p>1Q operating margins and the 2024 outlook will likely be another key metric, given the high cost of hosting generative AI workloads. It is possible that Microsoft cuts more operating expenses such as hiring and travel to offset the drag caused by these higher costs.</p><h3 id=\"id_2573104905\" style=\"text-align: start;\">Teams, Office 365 to Aid Productivity &amp; Business Growth</h3><p style=\"text-align: justify;\">The momentum witnessed for Teams, Microsoft’s workspace communication offering, might have acted as a tailwind in the to-be-reported quarter. Teams’ expanding customer base and features have been helping MSFT win shares in the enterprise communication market against Zoom. Teams’ user growth is expected to have been driven by the hybrid/flexible work model.</p><p style=\"text-align: start;\">For the fiscal first quarter, Microsoft expects revenue growth in the Productivity and Business processes segment between 9% and 11% to a range of $18-$18.3 billion. Zacks’s model estimate is pegged at $18.26 billion, indicating growth of 10.9% year over year.</p><p>MSFT expanded the availability of Microsoft 365 Copilot to a wider range of customers, which is expected to have boosted revenue growth.</p><h3 id=\"id_2113916222\" style=\"text-align: start;\">A Silver Lining for the PC Market Even as Decline Continues</h3><p>Revenues from Windows are likely to have been driven by steady traction seen in Windows Commercial products and cloud services growth amid improving personal computer (PC) demand.</p><p style=\"text-align: start;\">After eight consecutive quarters of year-over-year decline, the PC market is showing initial signs of stabilization, including sequential growth from the previous quarter. Per Gartner report, PC shipments in the July-September 2023 quarter declined 9% year over year to 64.3 million units. The third-quarter PC shipment data shows a strong improvement from the second quarter when PC vendors had shipped 59.7 million units.</p><p style=\"text-align: start;\">For More Personal Computing, the company projects revenues between $12.5 billion and $12.9 billion, pressured by the persistent decline in the personal computer market. It expects Windows OEM revenues to decline in the low-to-mid teens range.</p><p style=\"text-align: start;\">Zacks’s model estimate is pegged at $12.69 billion, indicating a decline of 4.7% from the figure reported in the year-ago quarter.</p><h3 id=\"id_803230614\" style=\"text-align: start;\">Microsoft’s development in Azure OpenAI Service</h3><p style=\"text-align: start;\">Since the announcement of a $10 billion investment into ChatGPT, Microsoft has thrived in AI development in the cloud business Azure. The company announced that ChatGPT was available in preview in Azure OpenAI Service in early March and expanded its service to wider applications and regions in the past 6 months. The prominent progress was an announcement of the Microsoft 365 Copilot, which is its artificial intelligence supplement to the core software such as Word and Excel. Office makes up approximately 24% of the tech giant’s revenue and grew 16% year on year in the June quarter. Hence, Azure and other cloud services, together with Office 365 Commercial revenue, will be the key focused sections in the upcoming earnings report. Microsoft’s CFO, Amy Hood, said that growth from AI services would be gradual and the financial effect would mainly show in the second half of the fiscal year 2024, which is the first half of calendar year 2025.</p><h3 id=\"id_3343449897\" style=\"text-align: start;\">Microsoft’s takeover of Activision Blizzard</h3><p style=\"text-align: start;\">Microsoft has finally completed the $69 billion takeover of Activision Blizzard recently. The industry’s biggest-ever deal may consolidate Microsoft’s top market share in the gaming empire as the tech giant gained control over games such as Call of Duty, World of Warcraft, Candy Crush, etc. However, gaming revenue only accounts for about 6% of Microsoft’s overall revenue, and the benefit of the deal will not show in the upcoming earnings report.</p><h2 id=\"id_1049724714\" style=\"text-align: start;\">Q1 FY24 Forecast by Bloomberg</h2><ul style=\"\"><li><p style=\"text-align: start;\">Earnings Per Share: $2.657, +13.1% year on year</p></li><li><p style=\"text-align: start;\">Revenue: $54.55 billion, +8.8%</p></li><li><p style=\"text-align: start;\">Net Income: $19.77 billion, +12.6%</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/995a47cfed87d881554f789e3ca40461\" title=\"Source: Bloomberg\" tg-width=\"1086\" tg-height=\"369\"/><span>Source: Bloomberg</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134770783","content_text":"Azure's outlook for 2Q will likely be more critical compared to any other KPI when Microsoft reports fiscal 1Q24 results on Oct. 24, amid strong interest in generative AI.Microsoft will report its Q1 FY24 earnings after the US markets close on 24 October, which will be the morning of 25 October in the Asia-Pacific time zone. The company’s shares fell about 10% after hitting an all-time high in July as the AI frenzy faded. Microsoft has been a front-runner in the AI race since its launch of ChatGPT in February. However, its cloud business, Azure’s revenue growth slowed for the fifth consecutive quarter, according to its last quarterly report. Below are the key aspects of its upcoming earnings results.Q4 FY23 ReviewMicrosoft beat market expectations in its Q4 FY23 results, with earnings per share at $2.69 on revenue of $56.19 billion, up 20% and 8% from a year ago, respectively. However, the company provided disappointing guidance for the current quarter as weakened demands in PC continued to pressure the growth. Microsoft forecasted revenue of between $53.8 billion and $654.8 billion for the September quarter, implying an 8% year-on-year growth, missing an estimated $54.94 billion. Its key division, Azura Cloud, rose 26% from a year ago, posting the fifth consecutive month slowdown. What to expect in Q1Focusing on Recovery in the AzureAzure's outlook for 2Q will likely be more critical compared to any other KPI when Microsoft reports fiscal 1Q24 results on Oct. 24, amid strong interest in generative AI. Microsoft has been the most vocal among large software vendors in launching new AI products, given its close relationship with OpenAI, which runs on Azure. Despite this, 2Q Azure estimates are up less than 0.5% since May and consensus calls for sales growth of 25% in constant currency. However, Bloomberg believe that any guidance of less than 28% for the quarter could be met with disappointment.1Q operating margins and the 2024 outlook will likely be another key metric, given the high cost of hosting generative AI workloads. It is possible that Microsoft cuts more operating expenses such as hiring and travel to offset the drag caused by these higher costs.Teams, Office 365 to Aid Productivity & Business GrowthThe momentum witnessed for Teams, Microsoft’s workspace communication offering, might have acted as a tailwind in the to-be-reported quarter. Teams’ expanding customer base and features have been helping MSFT win shares in the enterprise communication market against Zoom. Teams’ user growth is expected to have been driven by the hybrid/flexible work model.For the fiscal first quarter, Microsoft expects revenue growth in the Productivity and Business processes segment between 9% and 11% to a range of $18-$18.3 billion. Zacks’s model estimate is pegged at $18.26 billion, indicating growth of 10.9% year over year.MSFT expanded the availability of Microsoft 365 Copilot to a wider range of customers, which is expected to have boosted revenue growth.A Silver Lining for the PC Market Even as Decline ContinuesRevenues from Windows are likely to have been driven by steady traction seen in Windows Commercial products and cloud services growth amid improving personal computer (PC) demand.After eight consecutive quarters of year-over-year decline, the PC market is showing initial signs of stabilization, including sequential growth from the previous quarter. Per Gartner report, PC shipments in the July-September 2023 quarter declined 9% year over year to 64.3 million units. The third-quarter PC shipment data shows a strong improvement from the second quarter when PC vendors had shipped 59.7 million units.For More Personal Computing, the company projects revenues between $12.5 billion and $12.9 billion, pressured by the persistent decline in the personal computer market. It expects Windows OEM revenues to decline in the low-to-mid teens range.Zacks’s model estimate is pegged at $12.69 billion, indicating a decline of 4.7% from the figure reported in the year-ago quarter.Microsoft’s development in Azure OpenAI ServiceSince the announcement of a $10 billion investment into ChatGPT, Microsoft has thrived in AI development in the cloud business Azure. The company announced that ChatGPT was available in preview in Azure OpenAI Service in early March and expanded its service to wider applications and regions in the past 6 months. The prominent progress was an announcement of the Microsoft 365 Copilot, which is its artificial intelligence supplement to the core software such as Word and Excel. Office makes up approximately 24% of the tech giant’s revenue and grew 16% year on year in the June quarter. Hence, Azure and other cloud services, together with Office 365 Commercial revenue, will be the key focused sections in the upcoming earnings report. Microsoft’s CFO, Amy Hood, said that growth from AI services would be gradual and the financial effect would mainly show in the second half of the fiscal year 2024, which is the first half of calendar year 2025.Microsoft’s takeover of Activision BlizzardMicrosoft has finally completed the $69 billion takeover of Activision Blizzard recently. The industry’s biggest-ever deal may consolidate Microsoft’s top market share in the gaming empire as the tech giant gained control over games such as Call of Duty, World of Warcraft, Candy Crush, etc. However, gaming revenue only accounts for about 6% of Microsoft’s overall revenue, and the benefit of the deal will not show in the upcoming earnings report.Q1 FY24 Forecast by BloombergEarnings Per Share: $2.657, +13.1% year on yearRevenue: $54.55 billion, +8.8%Net Income: $19.77 billion, +12.6%Source: Bloomberg","news_type":1},"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":233209172627512,"gmtCreate":1697964398563,"gmtModify":1697964402014,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233209172627512","repostId":"1116364908","repostType":2,"repost":{"id":"1116364908","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1697949266,"share":"https://ttm.financial/m/news/1116364908?lang=&edition=fundamental","pubTime":"2023-10-22 12:34","market":"us","language":"en","title":"Amazon Earnings Preview: Keep An Eye On AWS And Revenue Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1116364908","media":"Tiger Newspress","summary":"Amazon's 3Q results are likely to focus on the pace of recovery in the AWS business, which saw stabilizing gains last quarter.Amazon will report its third quarter 2023 financial results after the US m","content":"<html><head></head><body><blockquote><p>Amazon&#39;s 3Q results are likely to focus on the pace of recovery in the AWS business, which saw stabilizing gains last quarter.</p></blockquote><p>Amazon will report its third quarter 2023 financial results after the US markets close on 26 October. The tech giant&#39;s previous earnings release was a surprising outperformance and investors want more of the same.</p><p>Key metrics to watch in Amazon&#39;s upcoming earnings release include revenue growth, AWS revenue, advertising revenue, operating income and diluted earnings per share (EPS).</p><h2 id=\"id_2079750492\" style=\"text-align: start;\">Q2 Review</h2><p>Amazon reported second-quarter earnings that sailed past analysts’ estimates and issued guidance that points to accelerating revenue growth.</p><ul style=\"\"><li><p><strong>EPS:</strong> 65 cents vs. 35 cents expected, according to analysts surveyed by Refinitiv</p></li><li><p><strong>Revenue:</strong> $134.4 billion vs. $131.5 billion expected, according to analysts surveyed by Refinitiv</p></li><li><p><strong>Amazon Web Services: </strong>$22.1 billion vs. $21.8 billion in revenue, according to StreetAccount</p></li><li><p><strong>Advertising: </strong>$10.7 billion vs. $10.4 billion in revenue, according to StreetAccount</p></li></ul><p style=\"text-align: start;\">It was Amazon’s biggest earnings beat since its report for the fourth quarter of 2020. The blowout profit indicates that CEO Andy Jassy’s ongoing cost-cutting efforts are beginning to bear fruit.</p><h2 id=\"id_1634771525\" style=\"text-align: start;\">What to expect in Q3</h2><p>Amazon.com&#39;s 3Q results may register in line with consensus for a low-double-digit sales gain, with the focus likely staying on the pace of recovery in the AWS business, which saw stabilizing gains last quarter. Bloomberg don&#39;t see cloud momentum accelerating materially until mid-next year and continue to estimate low-double-digit gains in 2H. In 3Q, currency-neutral AWS sales may grow 12.5%. </p><p>On the retail side, the normalization of online shopping trends should pave the way, with year-over-year gains as third-party sales continue to outpace first-party. </p><p>Advertising revenue may continue to grow at a 20%-plus clip as Amazon takes market share given its more than 200 million global prime subscribers.</p><h3 id=\"id_671332358\" style=\"text-align: start;\">Revenue Growth</h3><p style=\"text-align: start;\">Amazon is a growth stock, so Wall Street expects double-digit, year-over-year revenue increases. Without that ongoing growth performance, investors will be less willing to spend the premium required to buy AMZN.</p><p style=\"text-align: start;\">Note that the stock currently trades at a P/E ratio of 105, which is Amazon&#39;s highest P/E since 2017.</p><h3 id=\"id_1502091691\" style=\"text-align: start;\">AWS Revenue</h3><p style=\"text-align: start;\">AWS is Amazon&#39;s cloud computing business. The segment has historically been fast-growing and very profitable.</p><p style=\"text-align: start;\">A year and a half ago, in the first quarter of 2022, Amazon delivered quarter-over-quarter AWS revenue growth of 37%, excluding foreign exchange impacts. Unfortunately, the growth has fallen every quarter since. Last quarter, AWS revenue grew just 12%. Investors are craving a return to AWS&#39; former growth rates.</p><h3 id=\"id_4008152338\" style=\"text-align: start;\">Advertising Revenue</h3><p style=\"text-align: start;\">Advertising is an up-and-coming growth engine for Amazon. In recent quarters, Amazon&#39;s advertising revenue growth has exceeded 20%. That outpaces advertising rivals Google and Facebook.</p><h3 id=\"id_2706149419\">Analyst opinion</h3><p>Analysts have differing opinions on Amazon&#39;s upcoming financial report.</p><p>UBS&#39;s Lloyd Walmsley lowered their price target on Amazon by 1.1% from $180 to $178 on 2023/10/17. The analyst maintained their Strong Buy rating on the stock. In a preview of Amazon&#39;s Q3 2023 earnings, Walmsley highlighted potential near-term headwinds. This comes as UBS&#39;s research indicates that cloud expenditure in September 2023 was tougher than anticipated. Despite these challenges, Walmsley remains optimistic about the company&#39;s prospects.</p><p>While Wedbush said Amazon&#39;s earnings next week will be better than investors fear. Analysts Scott Devitt reiterated their Buy rating on Amazon. The analyst also maintained a $180 price target. “We think the company is broadly better positioned than investors fear, and we see catalysts ahead as retail margins continue to rise and AWS growth accelerates against easing comps.”</p><h2 id=\"id_1049724714\" style=\"text-align: start;\">Q3 Forecast by Bloomberg</h2><ul style=\"\"><li><p>Earnings Per Share: $0.847</p></li><li><p>Revenue: $141.53 billion</p></li><li><p>Net Income: $9.43 billion</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b72c75cd51ac501b2f30718ac1392c4\" alt=\"Source: Bloomberg\" title=\"Source: Bloomberg\" tg-width=\"1082\" tg-height=\"368\"/><span>Source: Bloomberg</span></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>Amazon Earnings Preview: Keep An Eye On AWS And Revenue Growth</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\">\nAmazon Earnings Preview: Keep An Eye On AWS And Revenue Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-10-22 12:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Amazon&#39;s 3Q results are likely to focus on the pace of recovery in the AWS business, which saw stabilizing gains last quarter.</p></blockquote><p>Amazon will report its third quarter 2023 financial results after the US markets close on 26 October. The tech giant&#39;s previous earnings release was a surprising outperformance and investors want more of the same.</p><p>Key metrics to watch in Amazon&#39;s upcoming earnings release include revenue growth, AWS revenue, advertising revenue, operating income and diluted earnings per share (EPS).</p><h2 id=\"id_2079750492\" style=\"text-align: start;\">Q2 Review</h2><p>Amazon reported second-quarter earnings that sailed past analysts’ estimates and issued guidance that points to accelerating revenue growth.</p><ul style=\"\"><li><p><strong>EPS:</strong> 65 cents vs. 35 cents expected, according to analysts surveyed by Refinitiv</p></li><li><p><strong>Revenue:</strong> $134.4 billion vs. $131.5 billion expected, according to analysts surveyed by Refinitiv</p></li><li><p><strong>Amazon Web Services: </strong>$22.1 billion vs. $21.8 billion in revenue, according to StreetAccount</p></li><li><p><strong>Advertising: </strong>$10.7 billion vs. $10.4 billion in revenue, according to StreetAccount</p></li></ul><p style=\"text-align: start;\">It was Amazon’s biggest earnings beat since its report for the fourth quarter of 2020. The blowout profit indicates that CEO Andy Jassy’s ongoing cost-cutting efforts are beginning to bear fruit.</p><h2 id=\"id_1634771525\" style=\"text-align: start;\">What to expect in Q3</h2><p>Amazon.com&#39;s 3Q results may register in line with consensus for a low-double-digit sales gain, with the focus likely staying on the pace of recovery in the AWS business, which saw stabilizing gains last quarter. Bloomberg don&#39;t see cloud momentum accelerating materially until mid-next year and continue to estimate low-double-digit gains in 2H. In 3Q, currency-neutral AWS sales may grow 12.5%. </p><p>On the retail side, the normalization of online shopping trends should pave the way, with year-over-year gains as third-party sales continue to outpace first-party. </p><p>Advertising revenue may continue to grow at a 20%-plus clip as Amazon takes market share given its more than 200 million global prime subscribers.</p><h3 id=\"id_671332358\" style=\"text-align: start;\">Revenue Growth</h3><p style=\"text-align: start;\">Amazon is a growth stock, so Wall Street expects double-digit, year-over-year revenue increases. Without that ongoing growth performance, investors will be less willing to spend the premium required to buy AMZN.</p><p style=\"text-align: start;\">Note that the stock currently trades at a P/E ratio of 105, which is Amazon&#39;s highest P/E since 2017.</p><h3 id=\"id_1502091691\" style=\"text-align: start;\">AWS Revenue</h3><p style=\"text-align: start;\">AWS is Amazon&#39;s cloud computing business. The segment has historically been fast-growing and very profitable.</p><p style=\"text-align: start;\">A year and a half ago, in the first quarter of 2022, Amazon delivered quarter-over-quarter AWS revenue growth of 37%, excluding foreign exchange impacts. Unfortunately, the growth has fallen every quarter since. Last quarter, AWS revenue grew just 12%. Investors are craving a return to AWS&#39; former growth rates.</p><h3 id=\"id_4008152338\" style=\"text-align: start;\">Advertising Revenue</h3><p style=\"text-align: start;\">Advertising is an up-and-coming growth engine for Amazon. In recent quarters, Amazon&#39;s advertising revenue growth has exceeded 20%. That outpaces advertising rivals Google and Facebook.</p><h3 id=\"id_2706149419\">Analyst opinion</h3><p>Analysts have differing opinions on Amazon&#39;s upcoming financial report.</p><p>UBS&#39;s Lloyd Walmsley lowered their price target on Amazon by 1.1% from $180 to $178 on 2023/10/17. The analyst maintained their Strong Buy rating on the stock. In a preview of Amazon&#39;s Q3 2023 earnings, Walmsley highlighted potential near-term headwinds. This comes as UBS&#39;s research indicates that cloud expenditure in September 2023 was tougher than anticipated. Despite these challenges, Walmsley remains optimistic about the company&#39;s prospects.</p><p>While Wedbush said Amazon&#39;s earnings next week will be better than investors fear. Analysts Scott Devitt reiterated their Buy rating on Amazon. The analyst also maintained a $180 price target. “We think the company is broadly better positioned than investors fear, and we see catalysts ahead as retail margins continue to rise and AWS growth accelerates against easing comps.”</p><h2 id=\"id_1049724714\" style=\"text-align: start;\">Q3 Forecast by Bloomberg</h2><ul style=\"\"><li><p>Earnings Per Share: $0.847</p></li><li><p>Revenue: $141.53 billion</p></li><li><p>Net Income: $9.43 billion</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b72c75cd51ac501b2f30718ac1392c4\" alt=\"Source: Bloomberg\" title=\"Source: Bloomberg\" tg-width=\"1082\" tg-height=\"368\"/><span>Source: Bloomberg</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116364908","content_text":"Amazon's 3Q results are likely to focus on the pace of recovery in the AWS business, which saw stabilizing gains last quarter.Amazon will report its third quarter 2023 financial results after the US markets close on 26 October. The tech giant's previous earnings release was a surprising outperformance and investors want more of the same.Key metrics to watch in Amazon's upcoming earnings release include revenue growth, AWS revenue, advertising revenue, operating income and diluted earnings per share (EPS).Q2 ReviewAmazon reported second-quarter earnings that sailed past analysts’ estimates and issued guidance that points to accelerating revenue growth.EPS: 65 cents vs. 35 cents expected, according to analysts surveyed by RefinitivRevenue: $134.4 billion vs. $131.5 billion expected, according to analysts surveyed by RefinitivAmazon Web Services: $22.1 billion vs. $21.8 billion in revenue, according to StreetAccountAdvertising: $10.7 billion vs. $10.4 billion in revenue, according to StreetAccountIt was Amazon’s biggest earnings beat since its report for the fourth quarter of 2020. The blowout profit indicates that CEO Andy Jassy’s ongoing cost-cutting efforts are beginning to bear fruit.What to expect in Q3Amazon.com's 3Q results may register in line with consensus for a low-double-digit sales gain, with the focus likely staying on the pace of recovery in the AWS business, which saw stabilizing gains last quarter. Bloomberg don't see cloud momentum accelerating materially until mid-next year and continue to estimate low-double-digit gains in 2H. In 3Q, currency-neutral AWS sales may grow 12.5%. On the retail side, the normalization of online shopping trends should pave the way, with year-over-year gains as third-party sales continue to outpace first-party. Advertising revenue may continue to grow at a 20%-plus clip as Amazon takes market share given its more than 200 million global prime subscribers.Revenue GrowthAmazon is a growth stock, so Wall Street expects double-digit, year-over-year revenue increases. Without that ongoing growth performance, investors will be less willing to spend the premium required to buy AMZN.Note that the stock currently trades at a P/E ratio of 105, which is Amazon's highest P/E since 2017.AWS RevenueAWS is Amazon's cloud computing business. The segment has historically been fast-growing and very profitable.A year and a half ago, in the first quarter of 2022, Amazon delivered quarter-over-quarter AWS revenue growth of 37%, excluding foreign exchange impacts. Unfortunately, the growth has fallen every quarter since. Last quarter, AWS revenue grew just 12%. Investors are craving a return to AWS' former growth rates.Advertising RevenueAdvertising is an up-and-coming growth engine for Amazon. In recent quarters, Amazon's advertising revenue growth has exceeded 20%. That outpaces advertising rivals Google and Facebook.Analyst opinionAnalysts have differing opinions on Amazon's upcoming financial report.UBS's Lloyd Walmsley lowered their price target on Amazon by 1.1% from $180 to $178 on 2023/10/17. The analyst maintained their Strong Buy rating on the stock. In a preview of Amazon's Q3 2023 earnings, Walmsley highlighted potential near-term headwinds. This comes as UBS's research indicates that cloud expenditure in September 2023 was tougher than anticipated. Despite these challenges, Walmsley remains optimistic about the company's prospects.While Wedbush said Amazon's earnings next week will be better than investors fear. Analysts Scott Devitt reiterated their Buy rating on Amazon. The analyst also maintained a $180 price target. “We think the company is broadly better positioned than investors fear, and we see catalysts ahead as retail margins continue to rise and AWS growth accelerates against easing comps.”Q3 Forecast by BloombergEarnings Per Share: $0.847Revenue: $141.53 billionNet Income: $9.43 billionSource: Bloomberg","news_type":1},"isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":233208932282568,"gmtCreate":1697964354818,"gmtModify":1697964358870,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233208932282568","repostId":"2377209379","repostType":2,"repost":{"id":"2377209379","kind":"highlight","pubTimestamp":1697943372,"share":"https://ttm.financial/m/news/2377209379?lang=&edition=fundamental","pubTime":"2023-10-22 10:56","market":"us","language":"en","title":"3 Stocks That Turned $1,000 Into $1.1 Million (or More)","url":"https://stock-news.laohu8.com/highlight/detail?id=2377209379","media":"Motley Fool","summary":"Yes, 1,100-fold returns are possible in consumer stocks.","content":"<html><head></head><body><p>Consumer products have proven themselves to be excellent long-term investment options. The track record goes as far back as the 19th century when companies like <strong>Coca-Cola</strong> and <strong>Procter &amp; Gamble</strong> began to established decades-long track records of growth.</p><p>Virtually nobody alive today was around to benefit directly from those initial public offerings (IPOs), so their history of growth is less beneficial to today&#39;s investors. Fortunately, some of the consumer growth stories I found actually occurred during the lifetimes of many current investors.</p><p>Additionally, some of these stocks were priced at a point where an average investor might have been comfortable buying $1,000 worth of shares. Three of the best examples of this growth over the last 30 years are <strong>Apple</strong>, <strong>Amazon</strong>, and <strong>Monster Beverage</strong>.</p><h2 id=\"id_364923692\">Apple</h2><p>Apple may have launched its IPO in 1980, but a sustainable boom in the stock price didn&#39;t begin until Steve Jobs returned to the company in February 1997. Jobs sought to remake the Mac into a PC that could compete against <strong>Microsoft</strong> even as it partnered with that company to offer Mac-compatible versions of Microsoft&#39;s productivity tools. Apple also changed how consumers listened to music with the iPod.</p><p>However, it was the launch of the iPhone in 2007 that eventually turned Apple into the world&#39;s largest publicly traded company. The iPhone was so successful that it launched a new industry around smartphones, and that product drives the majority of the company&#39;s revenue to this day.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c9d19381456830aa7c461b45eb722e5\" tg-width=\"720\" tg-height=\"451\"/></p><p>AAPL data by YCharts.</p><p>Moreover, it has expanded into wearables and has more recently seen its largest growth in Apple Services, which includes Apple TV, Apple Pay, and other service-related offerings.</p><p>Thanks to that success, a $1,000 investment in this tech stock when Steve Jobs took back his CEO title in 1997 rose to just over $1.2 million in October 2023. Today&#39;s investors shouldn&#39;t expect a 1,200-fold return. However, the enduring popularity of the iPhone and Apple&#39;s services business should keep the company on a long-term growth trajectory.</p><h2 id=\"id_98363836\">Amazon</h2><p>Amazon was an e-commerce pioneer that sold little more than books when it launched its IPO in May 1997. Additionally, the stock was one of the more notable victims of the dot-com bust as it lost over 90% of its value between 1999 and 2002.</p><p>Nonetheless, the company changed significantly over time. By 1998, it had started to expand beyond books into other types of merchandise. It also ventured into tech in 2006, launching the cloud industry with the introduction of Amazon Web Services (AWS), which constitutes most of its operating income today.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ca48b9e0290124ae3810d57fff2c7dc\" tg-width=\"720\" tg-height=\"451\"/></p><p>AMZN data by YCharts.</p><p>Such expansions made it so successful that a $1,000 investment in its IPO would be worth more than $1.3 million today. It&#39;s highly unlikely Amazon will experience another 1,300-fold gain in our lifetime, and most of its future growth will likely come from the tech side of the business. Still, with AWS leading a secular move into the cloud, the company&#39;s growth is probably far from done.</p><h2 id=\"id_1994345165\">Monster Beverage</h2><p>Like Apple, Monster stock didn&#39;t experience sustained success until decades after its launch. It began as Hansen&#39;s in the 1930s, and a previous IPO ended in bankruptcy in 1988. It wasn&#39;t until April 2002 that Hansen&#39;s introduced its first energy drink.</p><p>Energy drinks contain large amounts of caffeine, sugar, and other legal stimulants. In recent years, many consumers have chosen such beverages over other caffeinated drinks, such as coffee and tea.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4649ebd6720062a164a6962d6aca7e7e\" tg-width=\"700\" tg-height=\"520\"/></p><p>Image sources: IRI, <em>Beverage Industry Magazine</em>.</p><p>Although Red Bull came to market before Monster, the latter carved out a significant niche in this industry. The success of this product would eventually lead to Hansen&#39;s adopting Monster Beverage as its name in 2012 and selling its non-energy beverage lines to Coca-Cola.</p><p>As of 2022, it claims a 30% market share. Since a private company owns Red Bull, Monster is the largest accessible investment in this industry for stock traders.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f23422e668cd398e2cb09febd4866c14\" tg-width=\"720\" tg-height=\"451\"/></p><p>MNST data by YCharts.</p><p>Moreover, if one invested $1,000 in the beverage stock when it offered its first energy drink in 2002, the position would be worth nearly $1.1 million today. Assuming Grand View Research&#39;s forecast of an 8% compound annual growth rate for the energy drink industry comes to pass, Monster&#39;s robust gains will likely not come to an end anytime soon.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks That Turned $1,000 Into $1.1 Million (or More)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Turned $1,000 Into $1.1 Million (or More)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-22 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/10/21/3-stocks-that-turned-1000-into-11-million-or-more/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Consumer products have proven themselves to be excellent long-term investment options. The track record goes as far back as the 19th century when companies like Coca-Cola and Procter & Gamble began to...</p>\n\n<a href=\"https://www.fool.com/investing/2023/10/21/3-stocks-that-turned-1000-into-11-million-or-more/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊","MNST":"怪物饮料"},"source_url":"https://www.fool.com/investing/2023/10/21/3-stocks-that-turned-1000-into-11-million-or-more/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2377209379","content_text":"Consumer products have proven themselves to be excellent long-term investment options. The track record goes as far back as the 19th century when companies like Coca-Cola and Procter & Gamble began to established decades-long track records of growth.Virtually nobody alive today was around to benefit directly from those initial public offerings (IPOs), so their history of growth is less beneficial to today's investors. Fortunately, some of the consumer growth stories I found actually occurred during the lifetimes of many current investors.Additionally, some of these stocks were priced at a point where an average investor might have been comfortable buying $1,000 worth of shares. Three of the best examples of this growth over the last 30 years are Apple, Amazon, and Monster Beverage.AppleApple may have launched its IPO in 1980, but a sustainable boom in the stock price didn't begin until Steve Jobs returned to the company in February 1997. Jobs sought to remake the Mac into a PC that could compete against Microsoft even as it partnered with that company to offer Mac-compatible versions of Microsoft's productivity tools. Apple also changed how consumers listened to music with the iPod.However, it was the launch of the iPhone in 2007 that eventually turned Apple into the world's largest publicly traded company. The iPhone was so successful that it launched a new industry around smartphones, and that product drives the majority of the company's revenue to this day.AAPL data by YCharts.Moreover, it has expanded into wearables and has more recently seen its largest growth in Apple Services, which includes Apple TV, Apple Pay, and other service-related offerings.Thanks to that success, a $1,000 investment in this tech stock when Steve Jobs took back his CEO title in 1997 rose to just over $1.2 million in October 2023. Today's investors shouldn't expect a 1,200-fold return. However, the enduring popularity of the iPhone and Apple's services business should keep the company on a long-term growth trajectory.AmazonAmazon was an e-commerce pioneer that sold little more than books when it launched its IPO in May 1997. Additionally, the stock was one of the more notable victims of the dot-com bust as it lost over 90% of its value between 1999 and 2002.Nonetheless, the company changed significantly over time. By 1998, it had started to expand beyond books into other types of merchandise. It also ventured into tech in 2006, launching the cloud industry with the introduction of Amazon Web Services (AWS), which constitutes most of its operating income today.AMZN data by YCharts.Such expansions made it so successful that a $1,000 investment in its IPO would be worth more than $1.3 million today. It's highly unlikely Amazon will experience another 1,300-fold gain in our lifetime, and most of its future growth will likely come from the tech side of the business. Still, with AWS leading a secular move into the cloud, the company's growth is probably far from done.Monster BeverageLike Apple, Monster stock didn't experience sustained success until decades after its launch. It began as Hansen's in the 1930s, and a previous IPO ended in bankruptcy in 1988. It wasn't until April 2002 that Hansen's introduced its first energy drink.Energy drinks contain large amounts of caffeine, sugar, and other legal stimulants. In recent years, many consumers have chosen such beverages over other caffeinated drinks, such as coffee and tea.Image sources: IRI, Beverage Industry Magazine.Although Red Bull came to market before Monster, the latter carved out a significant niche in this industry. The success of this product would eventually lead to Hansen's adopting Monster Beverage as its name in 2012 and selling its non-energy beverage lines to Coca-Cola.As of 2022, it claims a 30% market share. Since a private company owns Red Bull, Monster is the largest accessible investment in this industry for stock traders.MNST data by YCharts.Moreover, if one invested $1,000 in the beverage stock when it offered its first energy drink in 2002, the position would be worth nearly $1.1 million today. Assuming Grand View Research's forecast of an 8% compound annual growth rate for the energy drink industry comes to pass, Monster's robust gains will likely not come to an end anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232799169245272,"gmtCreate":1697864312569,"gmtModify":1697864315776,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232799169245272","repostId":"1129070284","repostType":2,"repost":{"id":"1129070284","kind":"news","pubTimestamp":1697852657,"share":"https://ttm.financial/m/news/1129070284?lang=&edition=fundamental","pubTime":"2023-10-21 09:44","market":"us","language":"en","title":"Dear AMC Stock Fans, Mark Your Calendars for Nov. 8","url":"https://stock-news.laohu8.com/highlight/detail?id=1129070284","media":"InvestorPlace","summary":"AMC Entertainment (AMC) is due to report its third-quarter results and update the owners of AMC stock about its business during a conference call on Nov. 8.During the update, the company will likely p","content":"<html><head></head><body><ul style=\"\"><li><p><strong>AMC Entertainment </strong>(<strong><u>AMC</u></strong>) is due to report its third-quarter results and update the owners of AMC stock about its business during a conference call on Nov. 8.</p></li><li><p>During the update, the company will likely provide investors with more information about its movies starring Taylor Swift and Beyonce.</p></li><li><p>The owners of AMC stock will also receive more information about the company’s balance sheet.</p></li></ul><p><strong>AMC Entertainment </strong>(NYSE: <strong><u>AMC</u></strong>) confirmed today that it would be providing its third-quarter earnings results on Nov. 8 after the market closes. The movie theater owner will also host a conference call during which it will update investors on its business.</p><p style=\"text-align: start;\">During the update, the company will likely provide investors with more information about its movies starring Taylor Swift and Beyonce. AMC will probably also discuss initiatives that it’s taking to improve its balance sheet.</p><h2 id=\"id_3525740710\" style=\"text-align: start;\">Analysts’ Q3 Estimates for AMC and Its Concert Movies</h2><p style=\"text-align: start;\">Analysts, on average, expect AMC to report $1.23 billion of revenue and a loss per share of 27 cents. For Q3 of 2022, the company generated a loss per share of $1.94 and revenue of $961 million. So obviously, AMC’s movie business has recovered a great deal since last year.</p><p style=\"text-align: start;\">However, AMC generated revenue of more than $5 billion in 2019, while analysts’ mean estimate calls for the company to report sales of $4.79 billion for 2023. And, of course, there has been a great deal of inflation over the last four years.</p><p style=\"text-align: start;\">Meanwhile, Swift’s movie, “<em>Taylor Swift: The Eras Tour,”</em> generated $95 million to $97 million in domestic sales in its opening weekend, easily becoming the most successful concert movie ever from a financial perspective. However, the movie’s performance fell well short of the most bullish forecasts of a $150 million opening weekend.</p><p style=\"text-align: start;\">On Nov. 8, AMC will provide more information about the revenue generated by the movie in the U.S. and overseas.</p><p style=\"text-align: start;\">Beyonce’s movie, called <em>Beyonce Renaissance World Tour, </em>is due to open on Dec. 1. AMC may provide more information about the pre-sales of tickets for that movie.</p><h2 id=\"id_948942565\" style=\"text-align: start;\">AMC Stock: Balance Sheet Issues</h2><p style=\"text-align: start;\">As of the end of last quarter, AMC had $4.5 billion of net debt. In August, Aron had warned that the company was facing “potentially severe liquidity hurdles.”</p><p style=\"text-align: start;\">Last month, AMC raised $325 million through selling AMC stock.  The company will probably update investors on Nov. 8 regarding additional steps that it’s taking to improve its balance sheet.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dear AMC Stock Fans, Mark Your Calendars for Nov. 8</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\">\nDear AMC Stock Fans, Mark Your Calendars for Nov. 8\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-21 09:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/10/dear-amc-stock-fans-mark-your-calendars-for-nov-8/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC Entertainment (AMC) is due to report its third-quarter results and update the owners of AMC stock about its business during a conference call on Nov. 8.During the update, the company will likely ...</p>\n\n<a href=\"https://investorplace.com/2023/10/dear-amc-stock-fans-mark-your-calendars-for-nov-8/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APE":"AMC Entertainment Preferred","AMC":"AMC院线"},"source_url":"https://investorplace.com/2023/10/dear-amc-stock-fans-mark-your-calendars-for-nov-8/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129070284","content_text":"AMC Entertainment (AMC) is due to report its third-quarter results and update the owners of AMC stock about its business during a conference call on Nov. 8.During the update, the company will likely provide investors with more information about its movies starring Taylor Swift and Beyonce.The owners of AMC stock will also receive more information about the company’s balance sheet.AMC Entertainment (NYSE: AMC) confirmed today that it would be providing its third-quarter earnings results on Nov. 8 after the market closes. The movie theater owner will also host a conference call during which it will update investors on its business.During the update, the company will likely provide investors with more information about its movies starring Taylor Swift and Beyonce. AMC will probably also discuss initiatives that it’s taking to improve its balance sheet.Analysts’ Q3 Estimates for AMC and Its Concert MoviesAnalysts, on average, expect AMC to report $1.23 billion of revenue and a loss per share of 27 cents. For Q3 of 2022, the company generated a loss per share of $1.94 and revenue of $961 million. So obviously, AMC’s movie business has recovered a great deal since last year.However, AMC generated revenue of more than $5 billion in 2019, while analysts’ mean estimate calls for the company to report sales of $4.79 billion for 2023. And, of course, there has been a great deal of inflation over the last four years.Meanwhile, Swift’s movie, “Taylor Swift: The Eras Tour,” generated $95 million to $97 million in domestic sales in its opening weekend, easily becoming the most successful concert movie ever from a financial perspective. However, the movie’s performance fell well short of the most bullish forecasts of a $150 million opening weekend.On Nov. 8, AMC will provide more information about the revenue generated by the movie in the U.S. and overseas.Beyonce’s movie, called Beyonce Renaissance World Tour, is due to open on Dec. 1. AMC may provide more information about the pre-sales of tickets for that movie.AMC Stock: Balance Sheet IssuesAs of the end of last quarter, AMC had $4.5 billion of net debt. In August, Aron had warned that the company was facing “potentially severe liquidity hurdles.”Last month, AMC raised $325 million through selling AMC stock.  The company will probably update investors on Nov. 8 regarding additional steps that it’s taking to improve its balance sheet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232798437843200,"gmtCreate":1697864303873,"gmtModify":1697864307583,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232798437843200","repostId":"1142515506","repostType":2,"repost":{"id":"1142515506","kind":"news","pubTimestamp":1697853268,"share":"https://ttm.financial/m/news/1142515506?lang=&edition=fundamental","pubTime":"2023-10-21 09:54","language":"en","title":"ASX Weekly Review: ASX 200 Plunges Below 7000 on Rising Middle East Tensions and Bond Yields","url":"https://stock-news.laohu8.com/highlight/detail?id=1142515506","media":"Small Caps","summary":"A combination of worsening tensions in the Middle East, rising US bond yields and falling US shares led to an almost across-the-board wipeout on the Australian market on Friday.The 7000-point marker w","content":"<html><head></head><body><p>A combination of worsening tensions in the Middle East, rising US bond yields and falling US shares led to an almost across-the-board wipeout on the Australian market on Friday.</p><p style=\"text-align: start;\">The 7000-point marker was left way back in the rear vision mirror as the ASX 200 fell 96 points, or 1.4% to 6981.6 points at the close with a clean sweep of all but one industry sector trading in the red.</p><p style=\"text-align: start;\">The deadly blast at a Gaza hospital made any chance of a fast or contained resolution to the Middle East conflict shrink, leaving traders to worry about the risks of interest rates staying higher for longer and retreating US share prices.</p><p style=\"text-align: start;\">That wiped out all of the optimism from last week and saw only energy stocks show a weak 0.16% rise with the defensive utilities and consumer stocks the “least worst” losers in the other market sectors.</p><p style=\"text-align: start;\">Hotter than expected US economic data fed into higher bond yields in the US, which has now turned into a reliable proxy for falling share prices as investors continue to cash up and move to other safe haven assets.</p><h2 id=\"id_3379238508\" style=\"text-align: start;\">Gold miners one of the rare safe havens</h2><p style=\"text-align: start;\">One of those was obviously gold, with shares in local gold miners Northern Star (ASX: NST) up 1.25% and Evolution Mining (ASX: EVN) up 2.2% chasing the gold price higher.</p><p style=\"text-align: start;\">At the other extreme the technology stocks fell hard as growth took a back seat to higher interest rates.</p><p style=\"text-align: start;\">As a sector, technology stocks fell 1.8%, mirroring a 1.6% fall in the technology dominated Nasdaq market in the US.</p><h2 id=\"id_996295724\" style=\"text-align: start;\">Low unemployment pressures rate rise</h2><p style=\"text-align: start;\">Not helping matters was a fall in Australia’s jobless rate to 3.6% in September, showing that the jobs market remained tight, although analysts are not convinced the lower-than-expected number will lead to an official interest rate increase in November.</p><p style=\"text-align: start;\">That still remains a possibility though, with all eyes next week on the local inflation numbers which will reflect continuing high energy costs.</p><p style=\"text-align: start;\">Elsewhere on the market the banks and industrials were all hit hard, although not as hard as the technology sector.</p><h2 id=\"id_4287730202\" style=\"text-align: start;\">Lithium sector down</h2><p style=\"text-align: start;\">Lithium miners were also something of an anchor as shares in lithium developer Liontown Resources (ASX: LTR) fell 31.9% as it prepared for an equity raising after a failed buyout offer from US giant Albemarle.</p><p style=\"text-align: start;\">Other lithium miners followed the weaker lead, with shares in IGO (ASX: IGO) down 2.1%, Pilbara Minerals (ASX PLS) unchanged and Mineral Resources (ASX: MIN) down 2.4%.</p><p style=\"text-align: start;\">Origin Energy (ASX: ORG) shares fell 0.3% after an independent expert valued shares at between $8.45 and $9.48 after Origin’s board had backed a buyout offer priced at about $8.81 a share from Toronto-based Brookfield and Washington-based EIG.</p><h2 id=\"id_1292427539\" style=\"text-align: start;\">Qantas flies fares higher</h2><p style=\"text-align: start;\">Shares in Qantas (ASX: QAN) rose 0.63% after it decided to raise airfares to reflect higher oil prices and abandoned its proposed takeover of Alliance Aviation (ASX: AQZ), which had got a thumbs down from the consumer watchdog, the ACCC.</p><p style=\"text-align: start;\">In other market news, shares in market operator ASX Limited (ASX: ASX) fell 1.8% after shareholders delivered a hefty 21.2% protest vote against the company’s remuneration report.</p><h2 id=\"id_3905352010\" style=\"text-align: start;\">Small cap stock action</h2><p style=\"text-align: start;\">The Small Ords index fell 2.15% for the week to close at 2,628.9 points.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f6530afab7fcec1904826e70ef72079\" alt=\"\" title=\"\" tg-width=\"868\" tg-height=\"241\"/></p><p style=\"text-align: center;\">ASX 200 vs Small Ords</p><p style=\"text-align: start;\">Small cap companies making headlines this week were:</p><h3 id=\"id_3134341463\" style=\"text-align: start;\">Pinnacle Minerals (ASX: PIM)</h3><p style=\"text-align: start;\">Pinnacle Minerals is set to acquire a 75% interest in the Adina East Lithium Project, located in Quebec’s James Bay lithium region, from Electrification and Decarbonisation AIE LP fund managed by Waratah Capital Advisors Ltd.</p><p style=\"text-align: start;\">The project, spanning 72.7km2, is adjacent to several other lithium projects and has potential for lithium and gold discoveries.</p><p style=\"text-align: start;\">As part of the acquisition, the E&amp;D Fund will pre-pay US $500,000 to Pinnacle for the right to purchase 25% of minerals extracted from the project.</p><p style=\"text-align: start;\">The partnership with Waratah’s E&amp;D Fund aims to expand Pinnacle’s reach in Quebec and other regions with potential for lithium mineralisation.</p><h3 id=\"id_2830644724\" style=\"text-align: start;\">Sunstone Metals (ASX: STM)</h3><p style=\"text-align: start;\">Sunstone Metals revealed a remarkable 269 metre intersection at its Limon discovery within the Bramaderos project in southern Ecuador, significantly increasing the size of Limon.</p><p style=\"text-align: start;\">This outcome, stemming from drilling at different angles than prior efforts, hints at increased gold-silver mineralisation.</p><p style=\"text-align: start;\">Sunstone’s managing director, Malcolm Norris, emphasised Limon’s growth and its similarities to other open-pit gold operations.</p><p style=\"text-align: start;\">The Limon area, situated near other prospects of the Bramaderos project, showcases potential for a substantial gold-copper-silver development, with Norris suggesting a standalone operation or a starting pit for a larger Bramaderos development.</p><h3 id=\"id_2435994886\" style=\"text-align: start;\">Aurumin (ASX: AUN) and Beacon Minerals (ASX: BCN)</h3><p style=\"text-align: start;\">Aurumin has signed an agreement to sell its Mt Dimer gold tenements in Western Australia to Beacon Minerals.</p><p style=\"text-align: start;\">The sale will provide Aurumin with a $3.5 million cash boost, allowing it to reduce debt and earn royalties once Mt Dimer starts production.</p><p style=\"text-align: start;\">Beacon Minerals will pay $3 million in cash, invest $500,000 in Aurumin shares, and provide a 2% net smelter royalty on gold production above 12,000oz at Mt Dimer.</p><p style=\"text-align: start;\">This deal aligns with Beacon’s strategy to increase the mine life at its Jaurdi project by acquiring complementary deposits.</p><h3 id=\"id_144553570\" style=\"text-align: start;\">Vintage Energy (ASX: VEN)</h3><p style=\"text-align: start;\">Vintage Energy has developed a remedial plan to address production issues at its Vali gas field in the Cooper Basin and aims to boost gas production.</p><p style=\"text-align: start;\">After identifying excess fluid as the culprit impacting gas flow from the Vali-2 well, the company intends to place a plug to rectify the situation, with operations expected to start in early November.</p><p style=\"text-align: start;\">Meanwhile, both the Vali-1 well and nearby Odin gas field have paused production due to scheduled maintenance, but Odin’s production has met expectations, averaging 5.4 million standard cubic feet per day.</p><p style=\"text-align: start;\">Vintage and its partners recently signed a two-year gas sales agreement, solidifying their commitment to supplying natural gas to the Australian east coast market.</p><h3 id=\"id_1864341484\" style=\"text-align: start;\">Spenda (ASX: SPX)</h3><p style=\"text-align: start;\">Payments tech provider Spenda has entered into a 10-year agreement with automotive group Capricorn Society to supply software and ecommerce payment services. Subject to the completion of a joint digital services delivery initiative,</p><p style=\"text-align: start;\">Spenda will gain $443,000 after the final phase, $1.3 million in development fees for a 2024 launch, and at least $100,000 monthly in software licensing fees.</p><p style=\"text-align: start;\">The DSD initiative aims to modernise Capricorn’s payment system, incorporating Spenda’s features to streamline member and supplier transactions.</p><p style=\"text-align: start;\">Separately, Capricorn may invest $7.2 million in Spenda, potentially acquiring up to 9.97% of the company’s equity.</p><h2 id=\"id_2515290084\" style=\"text-align: start;\">The week ahead</h2><p style=\"text-align: start;\">There is plenty of action in the coming week in Australia with the release of the inflation data on Wednesday the standout feature that will reflect a hefty rise in the price of fuel.</p><p style=\"text-align: start;\">Inflation as measured by the CPI is expected to rise 0.9% in the September quarter and 5.1% for the year, with other price indicators during the week including trade prices and producer prices.</p><p style=\"text-align: start;\">Reserve Bank Governor Michele Bullock is delivering a speech on Tuesday which will be analysed for any indications of a move to raise rates in November.</p><p style=\"text-align: start;\">Interest rate decisions will be handed down by the Bank of Canada and the European Central Bank (ECB) and although both are expected to hold steady, there is always some nervous anticipation of an unexpected change.</p><p style=\"text-align: start;\">In the US, earnings season really hits it straps with just some of the reports due including Alphabet, 3M, Coca-Cola, Dow, General Electric, General Motors, Microsoft, Snap, Spotify, Visa, Boeing, Hilton, IBM, Meta Platforms, Amazon, Harley Davidson, Hershey Foods, MasterCard, Merck, Newmont, UPS, Intel, Ford Motor, ResMed, Chevron, Colgate Palmolive, Exxon Mobil and CBRE.</p><p style=\"text-align: start;\">Two other things to watch out for are the September quarter economic growth (GDP) numbers on Thursday and inflation data on Friday.</p><p style=\"text-align: start;\">Here in Australia, there should be lots of company specific news with a host of shareholder meetings including those for Wesfarmers (ASX: WES), Woolworths (ASX: WOW), JB Hi-Fi (ASX: JBH), Super Retail (ASX: SUL), South 32 (ASX: S32), Boral (ASX: BLD), GUD (ASX: GUD), Reece (ASX: REH) and Whitehaven Coal (ASX: WHC).</p><p style=\"text-align: start;\">There will also be a raft of sales and production updates from many listed companies, although on a macro level, events in the Middle East and the US reaction to them will continue to set the tone.</p></body></html>","source":"lsy1647655037355","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>ASX Weekly Review: ASX 200 Plunges Below 7000 on Rising Middle East Tensions and Bond Yields</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nASX Weekly Review: ASX 200 Plunges Below 7000 on Rising Middle East Tensions and Bond Yields\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-21 09:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://smallcaps.com.au/plunge-below-7000-middle-east-bond-yields-market-wrap/><strong>Small Caps</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A combination of worsening tensions in the Middle East, rising US bond yields and falling US shares led to an almost across-the-board wipeout on the Australian market on Friday.The 7000-point marker ...</p>\n\n<a href=\"https://smallcaps.com.au/plunge-below-7000-middle-east-bond-yields-market-wrap/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XJO.AU":"标普/澳交所 200指数","XAO.AU":"标普/澳交所 普通股指数","XKO.AU":"标普/澳交所 300指数"},"source_url":"https://smallcaps.com.au/plunge-below-7000-middle-east-bond-yields-market-wrap/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142515506","content_text":"A combination of worsening tensions in the Middle East, rising US bond yields and falling US shares led to an almost across-the-board wipeout on the Australian market on Friday.The 7000-point marker was left way back in the rear vision mirror as the ASX 200 fell 96 points, or 1.4% to 6981.6 points at the close with a clean sweep of all but one industry sector trading in the red.The deadly blast at a Gaza hospital made any chance of a fast or contained resolution to the Middle East conflict shrink, leaving traders to worry about the risks of interest rates staying higher for longer and retreating US share prices.That wiped out all of the optimism from last week and saw only energy stocks show a weak 0.16% rise with the defensive utilities and consumer stocks the “least worst” losers in the other market sectors.Hotter than expected US economic data fed into higher bond yields in the US, which has now turned into a reliable proxy for falling share prices as investors continue to cash up and move to other safe haven assets.Gold miners one of the rare safe havensOne of those was obviously gold, with shares in local gold miners Northern Star (ASX: NST) up 1.25% and Evolution Mining (ASX: EVN) up 2.2% chasing the gold price higher.At the other extreme the technology stocks fell hard as growth took a back seat to higher interest rates.As a sector, technology stocks fell 1.8%, mirroring a 1.6% fall in the technology dominated Nasdaq market in the US.Low unemployment pressures rate riseNot helping matters was a fall in Australia’s jobless rate to 3.6% in September, showing that the jobs market remained tight, although analysts are not convinced the lower-than-expected number will lead to an official interest rate increase in November.That still remains a possibility though, with all eyes next week on the local inflation numbers which will reflect continuing high energy costs.Elsewhere on the market the banks and industrials were all hit hard, although not as hard as the technology sector.Lithium sector downLithium miners were also something of an anchor as shares in lithium developer Liontown Resources (ASX: LTR) fell 31.9% as it prepared for an equity raising after a failed buyout offer from US giant Albemarle.Other lithium miners followed the weaker lead, with shares in IGO (ASX: IGO) down 2.1%, Pilbara Minerals (ASX PLS) unchanged and Mineral Resources (ASX: MIN) down 2.4%.Origin Energy (ASX: ORG) shares fell 0.3% after an independent expert valued shares at between $8.45 and $9.48 after Origin’s board had backed a buyout offer priced at about $8.81 a share from Toronto-based Brookfield and Washington-based EIG.Qantas flies fares higherShares in Qantas (ASX: QAN) rose 0.63% after it decided to raise airfares to reflect higher oil prices and abandoned its proposed takeover of Alliance Aviation (ASX: AQZ), which had got a thumbs down from the consumer watchdog, the ACCC.In other market news, shares in market operator ASX Limited (ASX: ASX) fell 1.8% after shareholders delivered a hefty 21.2% protest vote against the company’s remuneration report.Small cap stock actionThe Small Ords index fell 2.15% for the week to close at 2,628.9 points.ASX 200 vs Small OrdsSmall cap companies making headlines this week were:Pinnacle Minerals (ASX: PIM)Pinnacle Minerals is set to acquire a 75% interest in the Adina East Lithium Project, located in Quebec’s James Bay lithium region, from Electrification and Decarbonisation AIE LP fund managed by Waratah Capital Advisors Ltd.The project, spanning 72.7km2, is adjacent to several other lithium projects and has potential for lithium and gold discoveries.As part of the acquisition, the E&D Fund will pre-pay US $500,000 to Pinnacle for the right to purchase 25% of minerals extracted from the project.The partnership with Waratah’s E&D Fund aims to expand Pinnacle’s reach in Quebec and other regions with potential for lithium mineralisation.Sunstone Metals (ASX: STM)Sunstone Metals revealed a remarkable 269 metre intersection at its Limon discovery within the Bramaderos project in southern Ecuador, significantly increasing the size of Limon.This outcome, stemming from drilling at different angles than prior efforts, hints at increased gold-silver mineralisation.Sunstone’s managing director, Malcolm Norris, emphasised Limon’s growth and its similarities to other open-pit gold operations.The Limon area, situated near other prospects of the Bramaderos project, showcases potential for a substantial gold-copper-silver development, with Norris suggesting a standalone operation or a starting pit for a larger Bramaderos development.Aurumin (ASX: AUN) and Beacon Minerals (ASX: BCN)Aurumin has signed an agreement to sell its Mt Dimer gold tenements in Western Australia to Beacon Minerals.The sale will provide Aurumin with a $3.5 million cash boost, allowing it to reduce debt and earn royalties once Mt Dimer starts production.Beacon Minerals will pay $3 million in cash, invest $500,000 in Aurumin shares, and provide a 2% net smelter royalty on gold production above 12,000oz at Mt Dimer.This deal aligns with Beacon’s strategy to increase the mine life at its Jaurdi project by acquiring complementary deposits.Vintage Energy (ASX: VEN)Vintage Energy has developed a remedial plan to address production issues at its Vali gas field in the Cooper Basin and aims to boost gas production.After identifying excess fluid as the culprit impacting gas flow from the Vali-2 well, the company intends to place a plug to rectify the situation, with operations expected to start in early November.Meanwhile, both the Vali-1 well and nearby Odin gas field have paused production due to scheduled maintenance, but Odin’s production has met expectations, averaging 5.4 million standard cubic feet per day.Vintage and its partners recently signed a two-year gas sales agreement, solidifying their commitment to supplying natural gas to the Australian east coast market.Spenda (ASX: SPX)Payments tech provider Spenda has entered into a 10-year agreement with automotive group Capricorn Society to supply software and ecommerce payment services. Subject to the completion of a joint digital services delivery initiative,Spenda will gain $443,000 after the final phase, $1.3 million in development fees for a 2024 launch, and at least $100,000 monthly in software licensing fees.The DSD initiative aims to modernise Capricorn’s payment system, incorporating Spenda’s features to streamline member and supplier transactions.Separately, Capricorn may invest $7.2 million in Spenda, potentially acquiring up to 9.97% of the company’s equity.The week aheadThere is plenty of action in the coming week in Australia with the release of the inflation data on Wednesday the standout feature that will reflect a hefty rise in the price of fuel.Inflation as measured by the CPI is expected to rise 0.9% in the September quarter and 5.1% for the year, with other price indicators during the week including trade prices and producer prices.Reserve Bank Governor Michele Bullock is delivering a speech on Tuesday which will be analysed for any indications of a move to raise rates in November.Interest rate decisions will be handed down by the Bank of Canada and the European Central Bank (ECB) and although both are expected to hold steady, there is always some nervous anticipation of an unexpected change.In the US, earnings season really hits it straps with just some of the reports due including Alphabet, 3M, Coca-Cola, Dow, General Electric, General Motors, Microsoft, Snap, Spotify, Visa, Boeing, Hilton, IBM, Meta Platforms, Amazon, Harley Davidson, Hershey Foods, MasterCard, Merck, Newmont, UPS, Intel, Ford Motor, ResMed, Chevron, Colgate Palmolive, Exxon Mobil and CBRE.Two other things to watch out for are the September quarter economic growth (GDP) numbers on Thursday and inflation data on Friday.Here in Australia, there should be lots of company specific news with a host of shareholder meetings including those for Wesfarmers (ASX: WES), Woolworths (ASX: WOW), JB Hi-Fi (ASX: JBH), Super Retail (ASX: SUL), South 32 (ASX: S32), Boral (ASX: BLD), GUD (ASX: GUD), Reece (ASX: REH) and Whitehaven Coal (ASX: WHC).There will also be a raft of sales and production updates from many listed companies, although on a macro level, events in the Middle East and the US reaction to them will continue to set the tone.","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232578568659208,"gmtCreate":1697810635453,"gmtModify":1697810639235,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232578568659208","repostId":"2376248243","repostType":2,"repost":{"id":"2376248243","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":1697804230,"share":"https://ttm.financial/m/news/2376248243?lang=&edition=fundamental","pubTime":"2023-10-20 20:17","market":"us","language":"en","title":"Fed's Bostic: Possible Fed Could Lower Rates in Late 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2376248243","media":"Reuters","summary":"(Adds details on economy, policy outlook)   By Michael S. Derby      NEW YORK, Oct 20 (Reuters) - Federal Reserve Bank of Atlanta President Raphael Bostic said on CNBC Friday that while inflation rema","content":"<html><head></head><body><p>NEW YORK, Oct 20 (Reuters) - Federal Reserve Bank of Atlanta President Raphael Bostic said on CNBC Friday that while inflation remains too high it is coming down amid mounting evidence of an economic slowing, and that could open the door to easier monetary policy late next year.</p><p>&#34;We have to get a lot closer to 2% before we&#39;re going to consider it, before I would consider any kind of relaxation of our posture. Inflation is job <a href=\"https://laohu8.com/S/AONE.U\">one</a>, we have to get that under control,&#34; Bostic said.</p><p>But that&#39;s possible next year, and &#34;I would say late 2024&#34; is on the table for an easing, Bostic said.</p><p>The policymaker, who does not hold a vote on the rate setting Federal Open Market Committee this year but will next year, has said in recent remarks he believes the Fed is done raising rates. The central bank is broadly expected to hold the federal funds target rate range steady at between 5.25% and 5.5% at the Oct. 31-Nov. 1 meeting.</p><p>Bostic said in the television appearance that information he&#39;s picking up points to an economy which, while still possessing forward momentum, is losing speed.</p><p>&#34;When I talk to businesses, they all tell me the slowdown is coming,&#34; Bostic said. &#34;They expect that where we are today is a lot stronger than we will be six months from now,&#34; he said, adding, &#34;I&#39;ve really taken that on board&#34; when thinking about the current stance of monetary policy and how it will play out over coming months.</p><p>Bostic also said in his appearance that he&#39;s not expecting a recession.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed's Bostic: Possible Fed Could Lower Rates in Late 2024</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\">\nFed's Bostic: Possible Fed Could Lower Rates in Late 2024\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\">2023-10-20 20:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NEW YORK, Oct 20 (Reuters) - Federal Reserve Bank of Atlanta President Raphael Bostic said on CNBC Friday that while inflation remains too high it is coming down amid mounting evidence of an economic slowing, and that could open the door to easier monetary policy late next year.</p><p>&#34;We have to get a lot closer to 2% before we&#39;re going to consider it, before I would consider any kind of relaxation of our posture. Inflation is job <a href=\"https://laohu8.com/S/AONE.U\">one</a>, we have to get that under control,&#34; Bostic said.</p><p>But that&#39;s possible next year, and &#34;I would say late 2024&#34; is on the table for an easing, Bostic said.</p><p>The policymaker, who does not hold a vote on the rate setting Federal Open Market Committee this year but will next year, has said in recent remarks he believes the Fed is done raising rates. The central bank is broadly expected to hold the federal funds target rate range steady at between 5.25% and 5.5% at the Oct. 31-Nov. 1 meeting.</p><p>Bostic said in the television appearance that information he&#39;s picking up points to an economy which, while still possessing forward momentum, is losing speed.</p><p>&#34;When I talk to businesses, they all tell me the slowdown is coming,&#34; Bostic said. &#34;They expect that where we are today is a lot stronger than we will be six months from now,&#34; he said, adding, &#34;I&#39;ve really taken that on board&#34; when thinking about the current stance of monetary policy and how it will play out over coming months.</p><p>Bostic also said in his appearance that he&#39;s not expecting a recession.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://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":"2376248243","content_text":"NEW YORK, Oct 20 (Reuters) - Federal Reserve Bank of Atlanta President Raphael Bostic said on CNBC Friday that while inflation remains too high it is coming down amid mounting evidence of an economic slowing, and that could open the door to easier monetary policy late next year.\"We have to get a lot closer to 2% before we're going to consider it, before I would consider any kind of relaxation of our posture. Inflation is job one, we have to get that under control,\" Bostic said.But that's possible next year, and \"I would say late 2024\" is on the table for an easing, Bostic said.The policymaker, who does not hold a vote on the rate setting Federal Open Market Committee this year but will next year, has said in recent remarks he believes the Fed is done raising rates. The central bank is broadly expected to hold the federal funds target rate range steady at between 5.25% and 5.5% at the Oct. 31-Nov. 1 meeting.Bostic said in the television appearance that information he's picking up points to an economy which, while still possessing forward momentum, is losing speed.\"When I talk to businesses, they all tell me the slowdown is coming,\" Bostic said. \"They expect that where we are today is a lot stronger than we will be six months from now,\" he said, adding, \"I've really taken that on board\" when thinking about the current stance of monetary policy and how it will play out over coming months.Bostic also said in his appearance that he's not expecting a recession.","news_type":1},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232579221020720,"gmtCreate":1697810597555,"gmtModify":1697810600753,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232579221020720","repostId":"1114336095","repostType":2,"repost":{"id":"1114336095","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1697808812,"share":"https://ttm.financial/m/news/1114336095?lang=&edition=fundamental","pubTime":"2023-10-20 21:33","market":"us","language":"en","title":"Tesla Kept Slumping Over 2% in Morning Trading after Plunging 9% on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1114336095","media":"Tiger Newspress","summary":"Tesla kept slumping over 2% in morning trading after plunging 9% on Thursday.","content":"<html><head></head><body><p>Tesla kept slumping over 2% in morning trading after plunging 9% on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0929e027d3e3d6566fdefe6649014b9\" tg-width=\"796\" tg-height=\"841\"/></p><p></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>Tesla Kept Slumping Over 2% in Morning Trading after Plunging 9% on Thursday</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\">\nTesla Kept Slumping Over 2% in Morning Trading after Plunging 9% on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-10-20 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla kept slumping over 2% in morning trading after plunging 9% on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0929e027d3e3d6566fdefe6649014b9\" tg-width=\"796\" tg-height=\"841\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114336095","content_text":"Tesla kept slumping over 2% in morning trading after plunging 9% on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232005832225008,"gmtCreate":1697672224693,"gmtModify":1697672227879,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232005832225008","repostId":"1189506427","repostType":2,"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232005835739408,"gmtCreate":1697672193350,"gmtModify":1697672197290,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232005835739408","repostId":"1159049148","repostType":2,"repost":{"id":"1159049148","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1697670439,"share":"https://ttm.financial/m/news/1159049148?lang=&edition=fundamental","pubTime":"2023-10-19 07:07","market":"us","language":"en","title":"Post-Bell | Wall St Falls More Than 1%; Tesla Sinks Over 4% While Nvidia Slides Nearly 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159049148","media":"Tiger Newspress","summary":"U.S. stocks ended sharply lower on Wednesday, with the S&P 500 and Nasdaq falling more than 1% each, as Treasury yields rose again and investors assessed the latest batch of quarterly corporate result","content":"<html><head></head><body><p>U.S. stocks ended sharply lower on Wednesday, with the S&amp;P 500 and Nasdaq falling more than 1% each, as Treasury yields rose again and investors assessed the latest batch of quarterly corporate results and forecasts.</p><h2 id=\"id_3626619824\">Market Snapshot</h2><p>The Dow Jones Industrial Average fell 332.57 points, or 0.98%, to 33,665.08, the S&amp;P 500 fell 58.60 points, or 1.34%, to 4,314.60 and the Nasdaq Composite fell 219.44 points, or 1.62%, to 13,314.30.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e888da2c2e5342a37533c7009537cdc6\" title=\"\" tg-width=\"957\" tg-height=\"154\"/></p><h2 id=\"id_3350154466\">Market Movers</h2><p>These stocks were making moves Wednesday: </p><p style=\"text-align: start;\">United Airlines (UAL) reported third-quarter earnings that beat Wall Street’s expectations but shares sank 9.7% after the carrier issued a gloomier fourth-quarter outlook, citing higher fuel costs and interruptions in service to Israel that will hit its results. The Israel-Hamas war has raged for more than a week.</p><p style=\"text-align: start;\">Morgan Stanley (MS) reported third-quarter earnings of $1.38 a share, topping forecasts of $1.31. Overall profit slid 8% to $2.4 billion. Persistent weakness in investment banking sent the stock tumbling 6.8%.</p><p style=\"text-align: start;\">Procter &amp; Gamble (PG) reported fiscal first-quarter core earnings of $1.83 a share, beating analysts’ forecasts of $1.72. The consumer-goods giant behind Tide and many other household products lowered its all-in sales forecast for fiscal 2024 to a range of 2% to 4%, from previous guidance of 3% to 4%, citing headwinds from foreign exchange. Shares rose 2.6%.</p><p style=\"text-align: start;\">Spirit AeroSystems (SPR) jumped 23% after the aircraft components maker said its key customer,  Boeing (BA), agreed to help it through its production problems<strong>.</strong></p><p style=\"text-align: start;\">J.B. Hunt Transport Services (JBHT), the trucking and logistics company, reported third-quarter earnings that fell from a year earlier and missed expectations amid weaker freight demand. Revenue of $3.16 billion was down 18% from a year earlier. The stock declined 8.9%.</p><p style=\"text-align: start;\">Abbott Laboratories (ABT) rose 3.7% after the healthcare products company reported better-than-expected third-quarter earnings and boosted profit guidance for the full year.</p><p style=\"text-align: start;\">Nasdaq (NDAQ) rose 4% after the holding company of the Nasdaq exchange topped third-quarter profit estimates.</p><p style=\"text-align: start;\">Albemarle (ALB) was down 9.8% after the lithium miner was downgraded to Underperform from Neutral at BofA Securities.</p><p style=\"text-align: start;\">Ardelyx (ARDX) rose 13% after the biopharmaceutical company received approval from the Food and Drug Administration for its kidney disease drug Xphozah. The company’s application for approval of the treatment previously was rejected by the FDA in July 2021.</p><p style=\"text-align: start;\">ASML (ASML), the Amsterdam-listed semiconductor company, reported better-than-expected third-quarter earnings but said it expects revenue in 2024 similar to 2023 as “customers continue to be uncertain about the shape of the demand recovery in the industry.” ASML shares traded in the U.S. declined 4.2%.</p><p style=\"text-align: start;\">Nvidia (NVDA) declined for a second day, falling 4%, after slumping 4.7% on Tuesday following an announcement from the Biden administration that it would be tightening its restriction on exports of artificial intelligence chips to China. Analysts were cautious on the long term, since China accounts for about 20% of revenue flowing to Nvidia’s data center business, which encompasses much of its dominance in AI.</p><p style=\"text-align: start;\">Winnebago Industries (WGO) fell 3.2% after fiscal fourth-quarter revenue of $771 million from the recreational-vehicle maker missed analysts’ forecasts.</p><p style=\"text-align: start;\">Interactive Brokers Group (IBKR) declined 4.1%. The electronic brokerage posted third-quarter adjusted earnings and revenue that beat estimates and said customer accounts rose 21% to 2.43 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb5ae1aeeeb1adb9fc07b640412b2cfa\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_2336334682\">Market News</h2><h3 id=\"id_1627537549\">Tesla Slightly Misses Estimates on Margin, Sticks to Production Goal</h3><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>&#39;s third-quarter gross margin shrank from a year earlier, slightly missing Wall Street estimates, as the electric automaker slashed prices to boost demand in the face of higher interest rates.</p><p>Tesla stock drops 4.24% in after-hours trading.</p><p>But the company on Wednesday stuck to its annual production target of 1.8 million vehicles, suggesting the discounts were driving demand. Some analysts said Tesla may need to cut prices further to achieve its annual delivery target amid a broader slowdown in electric vehicle demand.</p><h3 id=\"id_3164404128\">Netflix Jumps 12% After Surge in Third Quarter Subscribers</h3><p><a href=\"https://laohu8.com/S/NFLX\">Netflix </a> raised subscription prices for some of its streaming plans in the United States, Britain and France on Wednesday as it shattered new customer expectations, sending its shares soaring 12.4%.</p><p>The company picked up nearly 9 million new customers around the globe, surpassing the 6 million consensus forecast of Wall Street analysts surveyed by LSEG.</p><p style=\"text-align: start;\">Netflix credited the gains to its crackdown on password-sharing and a steady flow of new programming such as global hit &#34;One Piece.&#34;</p><p>The company raised the U.S. price of the premium ad-free plan by $3 per month to $22.99. The one-stream basic plan rose by $2 per month.</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>Post-Bell | Wall St Falls More Than 1%; Tesla Sinks Over 4% While Nvidia Slides Nearly 4%</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\">\nPost-Bell | Wall St Falls More Than 1%; Tesla Sinks Over 4% While Nvidia Slides Nearly 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-10-19 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks ended sharply lower on Wednesday, with the S&amp;P 500 and Nasdaq falling more than 1% each, as Treasury yields rose again and investors assessed the latest batch of quarterly corporate results and forecasts.</p><h2 id=\"id_3626619824\">Market Snapshot</h2><p>The Dow Jones Industrial Average fell 332.57 points, or 0.98%, to 33,665.08, the S&amp;P 500 fell 58.60 points, or 1.34%, to 4,314.60 and the Nasdaq Composite fell 219.44 points, or 1.62%, to 13,314.30.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e888da2c2e5342a37533c7009537cdc6\" title=\"\" tg-width=\"957\" tg-height=\"154\"/></p><h2 id=\"id_3350154466\">Market Movers</h2><p>These stocks were making moves Wednesday: </p><p style=\"text-align: start;\">United Airlines (UAL) reported third-quarter earnings that beat Wall Street’s expectations but shares sank 9.7% after the carrier issued a gloomier fourth-quarter outlook, citing higher fuel costs and interruptions in service to Israel that will hit its results. The Israel-Hamas war has raged for more than a week.</p><p style=\"text-align: start;\">Morgan Stanley (MS) reported third-quarter earnings of $1.38 a share, topping forecasts of $1.31. Overall profit slid 8% to $2.4 billion. Persistent weakness in investment banking sent the stock tumbling 6.8%.</p><p style=\"text-align: start;\">Procter &amp; Gamble (PG) reported fiscal first-quarter core earnings of $1.83 a share, beating analysts’ forecasts of $1.72. The consumer-goods giant behind Tide and many other household products lowered its all-in sales forecast for fiscal 2024 to a range of 2% to 4%, from previous guidance of 3% to 4%, citing headwinds from foreign exchange. Shares rose 2.6%.</p><p style=\"text-align: start;\">Spirit AeroSystems (SPR) jumped 23% after the aircraft components maker said its key customer,  Boeing (BA), agreed to help it through its production problems<strong>.</strong></p><p style=\"text-align: start;\">J.B. Hunt Transport Services (JBHT), the trucking and logistics company, reported third-quarter earnings that fell from a year earlier and missed expectations amid weaker freight demand. Revenue of $3.16 billion was down 18% from a year earlier. The stock declined 8.9%.</p><p style=\"text-align: start;\">Abbott Laboratories (ABT) rose 3.7% after the healthcare products company reported better-than-expected third-quarter earnings and boosted profit guidance for the full year.</p><p style=\"text-align: start;\">Nasdaq (NDAQ) rose 4% after the holding company of the Nasdaq exchange topped third-quarter profit estimates.</p><p style=\"text-align: start;\">Albemarle (ALB) was down 9.8% after the lithium miner was downgraded to Underperform from Neutral at BofA Securities.</p><p style=\"text-align: start;\">Ardelyx (ARDX) rose 13% after the biopharmaceutical company received approval from the Food and Drug Administration for its kidney disease drug Xphozah. The company’s application for approval of the treatment previously was rejected by the FDA in July 2021.</p><p style=\"text-align: start;\">ASML (ASML), the Amsterdam-listed semiconductor company, reported better-than-expected third-quarter earnings but said it expects revenue in 2024 similar to 2023 as “customers continue to be uncertain about the shape of the demand recovery in the industry.” ASML shares traded in the U.S. declined 4.2%.</p><p style=\"text-align: start;\">Nvidia (NVDA) declined for a second day, falling 4%, after slumping 4.7% on Tuesday following an announcement from the Biden administration that it would be tightening its restriction on exports of artificial intelligence chips to China. Analysts were cautious on the long term, since China accounts for about 20% of revenue flowing to Nvidia’s data center business, which encompasses much of its dominance in AI.</p><p style=\"text-align: start;\">Winnebago Industries (WGO) fell 3.2% after fiscal fourth-quarter revenue of $771 million from the recreational-vehicle maker missed analysts’ forecasts.</p><p style=\"text-align: start;\">Interactive Brokers Group (IBKR) declined 4.1%. The electronic brokerage posted third-quarter adjusted earnings and revenue that beat estimates and said customer accounts rose 21% to 2.43 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb5ae1aeeeb1adb9fc07b640412b2cfa\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_2336334682\">Market News</h2><h3 id=\"id_1627537549\">Tesla Slightly Misses Estimates on Margin, Sticks to Production Goal</h3><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>&#39;s third-quarter gross margin shrank from a year earlier, slightly missing Wall Street estimates, as the electric automaker slashed prices to boost demand in the face of higher interest rates.</p><p>Tesla stock drops 4.24% in after-hours trading.</p><p>But the company on Wednesday stuck to its annual production target of 1.8 million vehicles, suggesting the discounts were driving demand. Some analysts said Tesla may need to cut prices further to achieve its annual delivery target amid a broader slowdown in electric vehicle demand.</p><h3 id=\"id_3164404128\">Netflix Jumps 12% After Surge in Third Quarter Subscribers</h3><p><a href=\"https://laohu8.com/S/NFLX\">Netflix </a> raised subscription prices for some of its streaming plans in the United States, Britain and France on Wednesday as it shattered new customer expectations, sending its shares soaring 12.4%.</p><p>The company picked up nearly 9 million new customers around the globe, surpassing the 6 million consensus forecast of Wall Street analysts surveyed by LSEG.</p><p style=\"text-align: start;\">Netflix credited the gains to its crackdown on password-sharing and a steady flow of new programming such as global hit &#34;One Piece.&#34;</p><p>The company raised the U.S. price of the premium ad-free plan by $3 per month to $22.99. The one-stream basic plan rose by $2 per month.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159049148","content_text":"U.S. stocks ended sharply lower on Wednesday, with the S&P 500 and Nasdaq falling more than 1% each, as Treasury yields rose again and investors assessed the latest batch of quarterly corporate results and forecasts.Market SnapshotThe Dow Jones Industrial Average fell 332.57 points, or 0.98%, to 33,665.08, the S&P 500 fell 58.60 points, or 1.34%, to 4,314.60 and the Nasdaq Composite fell 219.44 points, or 1.62%, to 13,314.30.Market MoversThese stocks were making moves Wednesday: United Airlines (UAL) reported third-quarter earnings that beat Wall Street’s expectations but shares sank 9.7% after the carrier issued a gloomier fourth-quarter outlook, citing higher fuel costs and interruptions in service to Israel that will hit its results. The Israel-Hamas war has raged for more than a week.Morgan Stanley (MS) reported third-quarter earnings of $1.38 a share, topping forecasts of $1.31. Overall profit slid 8% to $2.4 billion. Persistent weakness in investment banking sent the stock tumbling 6.8%.Procter & Gamble (PG) reported fiscal first-quarter core earnings of $1.83 a share, beating analysts’ forecasts of $1.72. The consumer-goods giant behind Tide and many other household products lowered its all-in sales forecast for fiscal 2024 to a range of 2% to 4%, from previous guidance of 3% to 4%, citing headwinds from foreign exchange. Shares rose 2.6%.Spirit AeroSystems (SPR) jumped 23% after the aircraft components maker said its key customer,  Boeing (BA), agreed to help it through its production problems.J.B. Hunt Transport Services (JBHT), the trucking and logistics company, reported third-quarter earnings that fell from a year earlier and missed expectations amid weaker freight demand. Revenue of $3.16 billion was down 18% from a year earlier. The stock declined 8.9%.Abbott Laboratories (ABT) rose 3.7% after the healthcare products company reported better-than-expected third-quarter earnings and boosted profit guidance for the full year.Nasdaq (NDAQ) rose 4% after the holding company of the Nasdaq exchange topped third-quarter profit estimates.Albemarle (ALB) was down 9.8% after the lithium miner was downgraded to Underperform from Neutral at BofA Securities.Ardelyx (ARDX) rose 13% after the biopharmaceutical company received approval from the Food and Drug Administration for its kidney disease drug Xphozah. The company’s application for approval of the treatment previously was rejected by the FDA in July 2021.ASML (ASML), the Amsterdam-listed semiconductor company, reported better-than-expected third-quarter earnings but said it expects revenue in 2024 similar to 2023 as “customers continue to be uncertain about the shape of the demand recovery in the industry.” ASML shares traded in the U.S. declined 4.2%.Nvidia (NVDA) declined for a second day, falling 4%, after slumping 4.7% on Tuesday following an announcement from the Biden administration that it would be tightening its restriction on exports of artificial intelligence chips to China. Analysts were cautious on the long term, since China accounts for about 20% of revenue flowing to Nvidia’s data center business, which encompasses much of its dominance in AI.Winnebago Industries (WGO) fell 3.2% after fiscal fourth-quarter revenue of $771 million from the recreational-vehicle maker missed analysts’ forecasts.Interactive Brokers Group (IBKR) declined 4.1%. The electronic brokerage posted third-quarter adjusted earnings and revenue that beat estimates and said customer accounts rose 21% to 2.43 million.Market NewsTesla Slightly Misses Estimates on Margin, Sticks to Production GoalTesla's third-quarter gross margin shrank from a year earlier, slightly missing Wall Street estimates, as the electric automaker slashed prices to boost demand in the face of higher interest rates.Tesla stock drops 4.24% in after-hours trading.But the company on Wednesday stuck to its annual production target of 1.8 million vehicles, suggesting the discounts were driving demand. Some analysts said Tesla may need to cut prices further to achieve its annual delivery target amid a broader slowdown in electric vehicle demand.Netflix Jumps 12% After Surge in Third Quarter SubscribersNetflix  raised subscription prices for some of its streaming plans in the United States, Britain and France on Wednesday as it shattered new customer expectations, sending its shares soaring 12.4%.The company picked up nearly 9 million new customers around the globe, surpassing the 6 million consensus forecast of Wall Street analysts surveyed by LSEG.Netflix credited the gains to its crackdown on password-sharing and a steady flow of new programming such as global hit \"One Piece.\"The company raised the U.S. price of the premium ad-free plan by $3 per month to $22.99. The one-stream basic plan rose by $2 per month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":231751259058224,"gmtCreate":1697589064594,"gmtModify":1697589069116,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231751259058224","repostId":"2376480048","repostType":4,"repost":{"id":"2376480048","kind":"highlight","pubTimestamp":1697555083,"share":"https://ttm.financial/m/news/2376480048?lang=&edition=fundamental","pubTime":"2023-10-17 23:04","market":"fut","language":"en","title":"2 Colossal Growth Stocks to Buy Before the Big Bull Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2376480048","media":"Motley Fool","summary":"These two stocks have many years of growth ahead.","content":"<html><head></head><body><p>Industrial software company <strong>PTC</strong> and <strong>ON Semiconductor</strong> have one thing in common. They are companies whose underlying growth prospects are improving, but the improvement isn&#39;t <em>quite </em>seen in their headline numbers yet. They represent precisely the types of stocks investors should look at right now. Here&#39;s why.</p><h2 id=\"id_851064964\">PTC, a software company that&#39;s the future of manufacturing </h2><p>PTC&#39;s software is the future of manufacturing and design in the industrial sector. It&#39;s a future built on adopting a so-called &#34;digital thread&#34; that runs through and connects every aspect of a product lifecycle. This digital thread starts with its computer-aided design (CAD) software as a product is designed. It runs through its product lifecycle management (PLM) software as the product is manufactured, used, serviced, and disposed of. Meanwhile, manufacturing and servicing are enhanced using the Internet of Things (IoT) and augmented reality (AR) software. </p><p>The &#34;digital thread&#34; allows users to collate and gather a mass of data to continually and iteratively improve design and manufacturing in a closed loop. One example includes how a product can be digitally redesigned (CAD) if the data gathered by PLM and IoT shows that its manufacture can be made more productive with a redesign, or even more accessible to service with a change in design or production. </p><p>In common with many other software companies, PTC has transitioned toward selling its solutions on a subscription basis instead of an on-premise license basis. The shift results in a relative slowdown in revenue growth compared to growth in its annual run rate (ARR) of subscription, cloud, and support contracts. This can immediately be seen in the disparity between its full-year revenue, ARR, and free cash flow (FCF) growth guidance on the third-quarter earnings call in July. </p><table style=\"border-collapse:collapse;\"><tbody><tr><th style=\"text-align:left;\"><p><strong>PTC Metric</strong></p></th><th style=\"text-align:left;\"><p><strong>Full-Year Guidance</strong></p></th></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p>Revenue</p></td><td style=\"text-align:left;\"><p>8% to 10%</p></td></tr><tr><td style=\"text-align:left;\"><p>Organic ARR at constant currency</p></td><td style=\"text-align:left;\"><p>13%</p></td></tr><tr><td style=\"text-align:left;\"><p>ARR at current currency</p></td><td style=\"text-align:left;\"><p>23% to 24%</p></td></tr><tr><td style=\"text-align:left;\"><p>Free cash flow</p></td><td style=\"text-align:left;\"><p>41%</p></td></tr></tbody></table><p>Data source: PTC presentations. </p><p>Wall Street analysts expect the strong trends in its underlying growth to continue in the next couple of years as its ARR drops down into increased FCF generation. For example, the Wall Street consensus calls for revenue growth of 12.1% and 12.8% in 2024 and 2025, compared to FCF growth of 19.8% and 22.2% over the same period. Trading on 25 times its estimated 2024 FCF of $701 million, PTC looks like a good value for growth investors. </p><h2 id=\"id_3684506833\">ON Semiconductor is targeting desirable end markets</h2><p>It&#39;s no secret that the semiconductor industry is highly cyclical. When the economy is expanding, manufacturers order semiconductors in anticipation of a production ramp. That&#39;s why semiconductor sales are typically seen as a critical leading indicator of the economy. While that&#39;s great on an economic upswing, it&#39;s not so good on the downswing, as the first thing manufacturers will cut when sales start to slow is semiconductor orders. </p><p>The latter is precisely what&#39;s happened this year as a combination of interest rate hikes have pressured consumer spending and, in turn, consumer discretionary spending on things like consumer electronics and automotives. In addition, there&#39;s been a natural correction from previous years&#39; heavy spending on consumer products due to stay-at-home measures. </p><p>But here&#39;s the thing. ON Semiconductor focuses on growing its revenue in end markets with secular growth drivers and moving away from more cyclically exposed end markets. </p><p>The company&#39;s end markets are defined in terms of automotive (40.4% of 2022 revenue), industrial (27.5%), and &#34;other&#34; (32.1%). The &#34;other&#34; is where most traditional highly cyclical end markets (graphics cards, consumer electronics, white goods, smartphones, gaming systems, etc.) are lumped together. As you might expect this year, it&#39;s having a tough time. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a8304c801b7b895e03716cc407ca397\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Getty Images.</p><p>Returning to the second quarter, management said its automotive revenue was above $1 billion and grew 35%, and its industrial revenue was $609 million and grew 5%. I&#39;ve interpolated these figures to produce the following rough guide to what&#39;s going on with its sales this year. Still, note that management continues to exit non-core businesses. CFO Thad Trent noted the company had exited its &#34;more than $100 million&#34; in year-to-date revenue &#34;and nearly $400 million since the start of our transformation.&#34; These figures will make the decline in &#34;other&#34; sales look worse.</p><p>Still, there&#39;s no way of avoiding the fact that the company is growing in its targeted end markets while it works through a cyclical decline in its &#34;other&#34; revenue in 2023.</p><table style=\"border-collapse:collapse;\"><tbody><tr><th style=\"text-align:left;\"><p><strong>Second Quarter</strong></p></th><th style=\"text-align:left;\"><p><strong>Revenue</strong></p></th><th style=\"text-align:left;\"><p><strong>Year-Over-Year Growth</strong></p></th><th style=\"text-align:left;\"><p><strong>Management Estimated 2022-2027 Compound Annual Growth Rate</strong></p></th></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p>Automotive</p></td><td style=\"text-align:left;\"><p>~$1 billion</p></td><td style=\"text-align:left;\"><p>35%</p></td><td style=\"text-align:left;\"><p>19%</p></td></tr><tr><td style=\"text-align:left;\"><p>Industrial</p></td><td style=\"text-align:left;\"><p>$0.6 billion</p></td><td style=\"text-align:left;\"><p>5%</p></td><td style=\"text-align:left;\"><p>10%</p></td></tr><tr><td style=\"text-align:left;\"><p>Other</p></td><td style=\"text-align:left;\"><p>~0.5 billion</p></td><td style=\"text-align:left;\"><p>~(35)%</p></td><td style=\"text-align:left;\"><p>-4%</p></td></tr><tr><td style=\"text-align:left;\"><p>Total</p></td><td style=\"text-align:left;\"><p>$2.1 billion</p></td><td style=\"text-align:left;\"><p>Flat</p></td><td style=\"text-align:left;\"><p>10% to 12%</p></td></tr></tbody></table><p>Data source: ON Semiconductor presentations. Author&#39;s analysis.</p><p>Long-term growth in its automotive and industrial end markets will come from its power and sensing solutions sales into secular growth trends like electric vehicle (EV) investment, advanced driver assistance systems (ADAS), industrial automation, machine vision, robotics, smart buildings/infrastructure, and EV charging. </p><p>By way of example, the company signed long-term supply agreements with <strong>Magna</strong> (eDrive systems for EVs), and <strong>BorgWarner</strong> (power modules for EVs) earlier this year. </p><p>While its automotive and industrial end markets aren&#39;t entirely free of cyclicality, they also have long-term secular growth drivers, which means ON Semiconductor can increase its content on its products and grow in line with its customers&#39; top-line growth. </p><p>It all adds up to a company transitioning toward significant growth in the coming years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Colossal Growth Stocks to Buy Before the Big Bull Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Colossal Growth Stocks to Buy Before the Big Bull Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-17 23:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/10/17/2-colossal-growth-stocks-to-buy-before-the-big-bul/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Industrial software company PTC and ON Semiconductor have one thing in common. They are companies whose underlying growth prospects are improving, but the improvement isn't quite seen in their ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/10/17/2-colossal-growth-stocks-to-buy-before-the-big-bul/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4213":"石油与天然气的勘探与生产","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4168":"多种金属与采矿","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4585":"ETF&股票定投概念","BK4211":"区域性银行","LU1854104046.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) ACC","BK4588":"碎股","BK4141":"半导体产品","ON":"安森美半导体","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4512":"苹果概念","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4110":"抵押房地产投资信托","PTC":"PTC Inc."},"source_url":"https://www.fool.com/investing/2023/10/17/2-colossal-growth-stocks-to-buy-before-the-big-bul/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2376480048","content_text":"Industrial software company PTC and ON Semiconductor have one thing in common. They are companies whose underlying growth prospects are improving, but the improvement isn't quite seen in their headline numbers yet. They represent precisely the types of stocks investors should look at right now. Here's why.PTC, a software company that's the future of manufacturing PTC's software is the future of manufacturing and design in the industrial sector. It's a future built on adopting a so-called \"digital thread\" that runs through and connects every aspect of a product lifecycle. This digital thread starts with its computer-aided design (CAD) software as a product is designed. It runs through its product lifecycle management (PLM) software as the product is manufactured, used, serviced, and disposed of. Meanwhile, manufacturing and servicing are enhanced using the Internet of Things (IoT) and augmented reality (AR) software. The \"digital thread\" allows users to collate and gather a mass of data to continually and iteratively improve design and manufacturing in a closed loop. One example includes how a product can be digitally redesigned (CAD) if the data gathered by PLM and IoT shows that its manufacture can be made more productive with a redesign, or even more accessible to service with a change in design or production. In common with many other software companies, PTC has transitioned toward selling its solutions on a subscription basis instead of an on-premise license basis. The shift results in a relative slowdown in revenue growth compared to growth in its annual run rate (ARR) of subscription, cloud, and support contracts. This can immediately be seen in the disparity between its full-year revenue, ARR, and free cash flow (FCF) growth guidance on the third-quarter earnings call in July. PTC MetricFull-Year GuidanceRevenue8% to 10%Organic ARR at constant currency13%ARR at current currency23% to 24%Free cash flow41%Data source: PTC presentations. Wall Street analysts expect the strong trends in its underlying growth to continue in the next couple of years as its ARR drops down into increased FCF generation. For example, the Wall Street consensus calls for revenue growth of 12.1% and 12.8% in 2024 and 2025, compared to FCF growth of 19.8% and 22.2% over the same period. Trading on 25 times its estimated 2024 FCF of $701 million, PTC looks like a good value for growth investors. ON Semiconductor is targeting desirable end marketsIt's no secret that the semiconductor industry is highly cyclical. When the economy is expanding, manufacturers order semiconductors in anticipation of a production ramp. That's why semiconductor sales are typically seen as a critical leading indicator of the economy. While that's great on an economic upswing, it's not so good on the downswing, as the first thing manufacturers will cut when sales start to slow is semiconductor orders. The latter is precisely what's happened this year as a combination of interest rate hikes have pressured consumer spending and, in turn, consumer discretionary spending on things like consumer electronics and automotives. In addition, there's been a natural correction from previous years' heavy spending on consumer products due to stay-at-home measures. But here's the thing. ON Semiconductor focuses on growing its revenue in end markets with secular growth drivers and moving away from more cyclically exposed end markets. The company's end markets are defined in terms of automotive (40.4% of 2022 revenue), industrial (27.5%), and \"other\" (32.1%). The \"other\" is where most traditional highly cyclical end markets (graphics cards, consumer electronics, white goods, smartphones, gaming systems, etc.) are lumped together. As you might expect this year, it's having a tough time. Image source: Getty Images.Returning to the second quarter, management said its automotive revenue was above $1 billion and grew 35%, and its industrial revenue was $609 million and grew 5%. I've interpolated these figures to produce the following rough guide to what's going on with its sales this year. Still, note that management continues to exit non-core businesses. CFO Thad Trent noted the company had exited its \"more than $100 million\" in year-to-date revenue \"and nearly $400 million since the start of our transformation.\" These figures will make the decline in \"other\" sales look worse.Still, there's no way of avoiding the fact that the company is growing in its targeted end markets while it works through a cyclical decline in its \"other\" revenue in 2023.Second QuarterRevenueYear-Over-Year GrowthManagement Estimated 2022-2027 Compound Annual Growth RateAutomotive~$1 billion35%19%Industrial$0.6 billion5%10%Other~0.5 billion~(35)%-4%Total$2.1 billionFlat10% to 12%Data source: ON Semiconductor presentations. Author's analysis.Long-term growth in its automotive and industrial end markets will come from its power and sensing solutions sales into secular growth trends like electric vehicle (EV) investment, advanced driver assistance systems (ADAS), industrial automation, machine vision, robotics, smart buildings/infrastructure, and EV charging. By way of example, the company signed long-term supply agreements with Magna (eDrive systems for EVs), and BorgWarner (power modules for EVs) earlier this year. While its automotive and industrial end markets aren't entirely free of cyclicality, they also have long-term secular growth drivers, which means ON Semiconductor can increase its content on its products and grow in line with its customers' top-line growth. It all adds up to a company transitioning toward significant growth in the coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230934972989480,"gmtCreate":1697410406719,"gmtModify":1697410411274,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230934972989480","repostId":"2375903906","repostType":2,"repost":{"id":"2375903906","kind":"highlight","pubTimestamp":1697334394,"share":"https://ttm.financial/m/news/2375903906?lang=&edition=fundamental","pubTime":"2023-10-15 09:46","market":"us","language":"en","title":"Is It Too Late to Buy Palantir Technologies Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2375903906","media":"Motley Fool","summary":"The AI specialist has roared higher so far this year. How much higher could it go?","content":"<html><head></head><body><h3 id=\"id_914970800\" style=\"text-align: start;\">KEY POINTS</h3><ul style=\"\"><li><p>Palantir Technologies has surged in 2023, generating 13 times the gains of the broader market.</p></li><li><p>Macroeconomic challenges dragged on its results last year, but booming AI adoption has the potential to supercharge future results.</p></li><li><p>Amid the rampant enthusiasm for AI, investors should take a measured approach.</p></li></ul><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> has soared thus far in 2023, driven higher by a general rebound in technology stocks and advances in artificial intelligence (AI) that are taking the world by storm. Shares of the data mining and AI specialist are up 177% so far this year, more than 13 times the 14% gains of the S&amp;P 500. That impressive achievement largely erased the terrible share price performance of last year, when it lost more than 64%. Tracked since the start of 2022, it is now almost back to even.  </p><p>While the debate rages as to just how far demand for AI could run, Palantir is reaping the rewards of its long history of developing next-generation algorithms, which dates back 20 years -- long before AI joined the cultural zeitgeist. Further backstopping Palantir&#39;s rise is its steadily improving financial results over the past year, which suggests the broader economic meltdown that weighed it down might finally be abating.</p><p>What does this mean for investors who stayed on the sidelines during Palantir Technologies&#39; recent rally? Should they simply buy the stock and hold it for the long term, or take a hard pass based on its frothy valuation?</p><h3 id=\"id_1801626726\">What plagued Palantir stock last year?</h3><p>2022 was a tough year for Palantir and its investors. Faced with some of the worst macroeconomic headwinds in more than a decade and expecting matters to get even worse, businesses battened down the hatches and cut spending. Discretionary spending was slashed from budgets. While some would argue that data should play a critical role in decision-making, others opted to take a &#34;better safe than sorry&#34; approach.</p><p>The challenging environment dragged on Palantir&#39;s results last year. While its revenue increased by a solid 24%, that didn&#39;t hold a candle to the 41% gains it generated in 2021. The pronounced decline in revenue growth sent a collective shiver down the spine of investors, causing some to head for the exits. Given what followed, however, those sellers may have been hasty.</p><p>While some companies are just now jumping on the AI bandwagon, Palantir has a long track record of delivering custom AI and data mining solutions for government agencies and enterprises. That history gives the company a degree of credibility that its AI solutions will be able to deliver the goods.</p><h3 id=\"id_2357855936\">What could propel Palantir stock higher?</h3><p>While the AI revolution will likely provide additional tailwinds to push Palantir stock higher, investors have been keenly focused on the company&#39;s rapidly improving bottom line.</p><p>Palantir&#39;s recent results continued a trend that began several quarters earlier. In Q2, the company delivered its third successive quarter of GAAP profitability &#34;as we continue on our path to sustained and durable earnings.&#34; Furthermore, Palantir&#39;s track strong record of operating and free cash flow suggests the trend will continue. Not only did Palantir exceed Wall Street&#39;s expectations, it raised guidance for the full year and instituted a $1 billion stock buyback. </p><p>Management&#39;s bullish commentary helped provide additional evidence that the future is bright. Palantir&#39;s Artificial Intelligence Platform (AIP), which it introduced last quarter, has been adopted by more than 100 organizations already, and Palantir is in talks with 300 more. </p><p>CEO Alex Karp pointed to growing demand from enterprises that want to integrate generative AI that leverages existing first-party data. &#34;As a result, the demand for AIP is unlike anything we have seen in the past 20 years.&#34; </p><p>At present, it&#39;s hard to quantify the potential market for artificial intelligence, but the stakes are compelling. Analysts at <strong>Goldman Sachs</strong> estimate the market will reach $7 trillion by the end of the decade, while <strong>Morgan Stanley</strong> pegs the opportunity at about $6 trillion. Yet even the most conservative estimates are telling. TD Cowen analyst John Blackledge is much more conservative, suggesting that the market for generative AI software could reach $81 billion by 2027.</p><p>That still spells a massive opportunity for Palantir to tap. </p><h3 id=\"id_1737987328\">How to view Palantir stock now</h3><p>I&#39;d be remiss if I didn&#39;t address the 800-pound gorilla in the room. Palantir&#39;s stock price rally this far in 2023 this year has resulted in a proportionate increase in its already-rarefied valuation. The stock currently trades for roughly 18 times trailing sales and 14 times next year&#39;s sales, so there&#39;s already a significant amount of growth priced into it. Anyone looking for a quick profit should stay far away.</p><p>However, for those with a long-term outlook, this could still represent an opportunity. Palantir&#39;s expertise gives it decided advantages, and the secular tailwinds driving its growth could persist for years. Furthermore, Wall Street expects Palantir to deliver double-digit percentage revenue growth, and its earnings per share are expected to grow fourfold between now and 2024. </p><p>To be clear, the stock isn&#39;t for every investor. But if Wall Street&#39;s estimates are anything close to reality, this could be the beginning of a years-long run for Palantir.  </p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy Palantir Technologies Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy Palantir Technologies Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-15 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/10/14/is-it-too-late-to-buy-palantir-technologies-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSPalantir Technologies has surged in 2023, generating 13 times the gains of the broader market.Macroeconomic challenges dragged on its results last year, but booming AI adoption has the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/10/14/is-it-too-late-to-buy-palantir-technologies-stock/\">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://www.fool.com/investing/2023/10/14/is-it-too-late-to-buy-palantir-technologies-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2375903906","content_text":"KEY POINTSPalantir Technologies has surged in 2023, generating 13 times the gains of the broader market.Macroeconomic challenges dragged on its results last year, but booming AI adoption has the potential to supercharge future results.Amid the rampant enthusiasm for AI, investors should take a measured approach.Palantir Technologies has soared thus far in 2023, driven higher by a general rebound in technology stocks and advances in artificial intelligence (AI) that are taking the world by storm. Shares of the data mining and AI specialist are up 177% so far this year, more than 13 times the 14% gains of the S&P 500. That impressive achievement largely erased the terrible share price performance of last year, when it lost more than 64%. Tracked since the start of 2022, it is now almost back to even.  While the debate rages as to just how far demand for AI could run, Palantir is reaping the rewards of its long history of developing next-generation algorithms, which dates back 20 years -- long before AI joined the cultural zeitgeist. Further backstopping Palantir's rise is its steadily improving financial results over the past year, which suggests the broader economic meltdown that weighed it down might finally be abating.What does this mean for investors who stayed on the sidelines during Palantir Technologies' recent rally? Should they simply buy the stock and hold it for the long term, or take a hard pass based on its frothy valuation?What plagued Palantir stock last year?2022 was a tough year for Palantir and its investors. Faced with some of the worst macroeconomic headwinds in more than a decade and expecting matters to get even worse, businesses battened down the hatches and cut spending. Discretionary spending was slashed from budgets. While some would argue that data should play a critical role in decision-making, others opted to take a \"better safe than sorry\" approach.The challenging environment dragged on Palantir's results last year. While its revenue increased by a solid 24%, that didn't hold a candle to the 41% gains it generated in 2021. The pronounced decline in revenue growth sent a collective shiver down the spine of investors, causing some to head for the exits. Given what followed, however, those sellers may have been hasty.While some companies are just now jumping on the AI bandwagon, Palantir has a long track record of delivering custom AI and data mining solutions for government agencies and enterprises. That history gives the company a degree of credibility that its AI solutions will be able to deliver the goods.What could propel Palantir stock higher?While the AI revolution will likely provide additional tailwinds to push Palantir stock higher, investors have been keenly focused on the company's rapidly improving bottom line.Palantir's recent results continued a trend that began several quarters earlier. In Q2, the company delivered its third successive quarter of GAAP profitability \"as we continue on our path to sustained and durable earnings.\" Furthermore, Palantir's track strong record of operating and free cash flow suggests the trend will continue. Not only did Palantir exceed Wall Street's expectations, it raised guidance for the full year and instituted a $1 billion stock buyback. Management's bullish commentary helped provide additional evidence that the future is bright. Palantir's Artificial Intelligence Platform (AIP), which it introduced last quarter, has been adopted by more than 100 organizations already, and Palantir is in talks with 300 more. CEO Alex Karp pointed to growing demand from enterprises that want to integrate generative AI that leverages existing first-party data. \"As a result, the demand for AIP is unlike anything we have seen in the past 20 years.\" At present, it's hard to quantify the potential market for artificial intelligence, but the stakes are compelling. Analysts at Goldman Sachs estimate the market will reach $7 trillion by the end of the decade, while Morgan Stanley pegs the opportunity at about $6 trillion. Yet even the most conservative estimates are telling. TD Cowen analyst John Blackledge is much more conservative, suggesting that the market for generative AI software could reach $81 billion by 2027.That still spells a massive opportunity for Palantir to tap. How to view Palantir stock nowI'd be remiss if I didn't address the 800-pound gorilla in the room. Palantir's stock price rally this far in 2023 this year has resulted in a proportionate increase in its already-rarefied valuation. The stock currently trades for roughly 18 times trailing sales and 14 times next year's sales, so there's already a significant amount of growth priced into it. Anyone looking for a quick profit should stay far away.However, for those with a long-term outlook, this could still represent an opportunity. Palantir's expertise gives it decided advantages, and the secular tailwinds driving its growth could persist for years. Furthermore, Wall Street expects Palantir to deliver double-digit percentage revenue growth, and its earnings per share are expected to grow fourfold between now and 2024. To be clear, the stock isn't for every investor. But if Wall Street's estimates are anything close to reality, this could be the beginning of a years-long run for Palantir.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":229833474289800,"gmtCreate":1697153476577,"gmtModify":1697153479843,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/229833474289800","repostId":"2374103566","repostType":4,"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":229487918895368,"gmtCreate":1697069213309,"gmtModify":1697069217759,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/229487918895368","repostId":"2374633623","repostType":4,"repost":{"id":"2374633623","kind":"highlight","pubTimestamp":1697036400,"share":"https://ttm.financial/m/news/2374633623?lang=&edition=fundamental","pubTime":"2023-10-11 23:00","market":"us","language":"en","title":"Nvidia: The King Of AI And The Sword Of Damocles","url":"https://stock-news.laohu8.com/highlight/detail?id=2374633623","media":"Seeking Alpha","summary":"Naturally there would be intense competition to rule the kingdom and no competition to rule the garbage. Does a lack of competition make the garbage pile an attractive prize?We all intuitively understand that there is a reason why nobody is fighting over the garbage, yet some investors don't carry this principle with them when analyzing business economics and the attractiveness of end markets. The Sword of Damocles There is an old story that illustrates how being in a position of power carries risks as well as rewards. The tale centers around the classical Greek ruler Dionysius, and Damocles, a member of his court. In the story, Damocles remarks at how wonderful Dionysius' life must be as king, and how fortunate he is for being in that position. In response to this, Dionysius offers to trade places with Damocles for a day so that he may enjoy the perks of being the king. Of course, Damocles leaped at the opportunity. He had in front of him countless","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation has had a blistering rally in 2023 and has quickly become a battleground stock.</p></li><li><p>We believe too much emphasis is put on short-term factors such as near-term earnings and the threat of competition.</p></li><li><p>Nvidia is currently the king of AI hardware and software, which naturally makes them a target.</p></li><li><p>The future of the company rests solely on their ability to continue to innovate and improve their value proposition.</p></li><li><p>Despite the risks, we believe the potential reward makes Nvidia Corporation stock a buy at these levels.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d51d9ab95648a09e72e7a3cf3b2599ea\" alt=\"Justin Sullivan\" title=\"Justin Sullivan\" tg-width=\"750\" tg-height=\"505\"/><span>Justin Sullivan</span></p><h2 id=\"id_2012823525\">Thesis</h2><p><strong>Nvidia Corporation</strong> (NASDAQ:NVDA) is in no uncertain terms a battleground stock. While the bulls and the bears both have valid points, for this article we would like to focus on a more philosophical viewpoint regarding the sustainability of leadership in an increasingly competitive landscape. We believe that competition in artificial intelligence (&#34;AI&#34;) is a positive sign, not a negative one. After all, increasing competition often signals that a market is both highly profitable and important for future economic development.</p><p>Nvidia is currently the undisputed leader in AI hardware and software. As long as they can continue to innovate, they will continue to reap the rewards of being the frontrunner of this race.</p><h2 id=\"id_4236409580\">Competition in Markets</h2><p>One thing that has confounded me for years is the aversion investors have for competition in non-commodity markets. Competition is seen by many investors as a red flag that will (in their minds) certainly push down margins and reduce the profitability of the firm they are investing in. This is the wrong way of looking at it. Competition heating up is often a signal that an end market is highly desirable and expanding, and implies that the leaders in the market were wise to establish themselves early on. Even if margins eventually become pressured, the growth of the overall market often results in increased profits for industry frontrunners over time.</p><p>Would you prefer a company strive to rule a massive kingdom or a pile of garbage? Naturally there would be intense competition to rule the kingdom and no competition to rule the garbage. Does a lack of competition make the garbage pile an attractive prize? We all intuitively understand that there is a reason why nobody is fighting over the garbage, yet some investors don&#39;t carry this principle with them when analyzing business economics and the attractiveness of end markets.</p><h2 id=\"id_1180846489\">The Sword of Damocles</h2><p>There is an old story that illustrates how being in a position of power carries risks as well as rewards. The tale centers around the classical Greek ruler Dionysius, and Damocles, a member of his court.</p><p>In the story, Damocles remarks at how wonderful Dionysius&#39; life must be as king, and how fortunate he is for being in that position. In response to this, Dionysius offers to trade places with Damocles for a day so that he may enjoy the perks of being the king. Of course, Damocles leaped at the opportunity. He had in front of him countless luxuries, food, and riches. Dionysius understood that this fortune wasn&#39;t &#34;free&#34; and thus arranged for a sword to be hung over Damocles and held in place by a strand of hair tied around the hilt. This was meant to portray the need for a king to always be aware of threats to their position and those who seek to displace them. Damocles grew increasingly distressed by the sword hanging above him and found himself unable to enjoy the perks of sitting on the throne. He quickly learned that while the king may have endless riches at their disposal, if they become complacent their life will be a short one.</p><p>The lesson here is that while being the king increases the wealth and rewards that a person enjoys, it also comes with an invisible cost. This is because others also desire the benefits of being the king and are thus in perpetual competition with whoever the current king is. The greater the benefits, the fiercer the competition. If a king were to relax and take comfort in their excess and abundance, they would find their excess and abundance to be short-lived. This principle brings to mind the famous Andy Grove quote, &#34;Only the paranoid survive.&#34;</p><p>In Nvidia&#39;s case, their competitors see the immense profits being generated and are seeking to gain a piece of the pie. Their customers see the price tag of pumping money into hardware, and many are attempting to design their own silicon and cut Nvidia out of the equation. Their suppliers see how high Nvidia&#39;s margins are in relation to how much their input costs are and could look to raise fabrication/testing prices. There is no doubt that all three of these groups will increasingly pressure Nvidia over the coming decade, each in different ways.</p><p>This truth does not mean that Nvidia is doomed to lose their leadership position. Competitive pressures are the enemy of the mediocre and the friend of the exceptional. Nvidia has earned their position on the throne through years of investment and technological innovation, and their advantages will not evaporate just because they face economic pressures and other firms enter the arena. Intense competition is table stakes for high technology, and the participants (at least the companies that survive) understand that this game is corporate life or death. For this reason, Nvidia will likely continue to pour resources into R&amp;D in order to maintain (or even accelerate) their rapid pace of innovation. In the face of pressure, Nvidia will not stand idle.</p><p>As long as Nvidia keeps an eye on the sword dangling above their heads, investors will continue to reap the benefits of their dominant position in AI hardware/software and continue to benefit from the growth of the overall market.</p><h2 id=\"id_2498283099\">Valuation and Price Action</h2><p>One of the reasons Nvidia has become a battleground stock lies in the fact that their relative valuation is a choose your own adventure book. Bearish investors will often point to the trailing numbers and bullish investors will point to the forward estimates. We believe this discussion largely misses the point. The long-term value of Nvidia is not determined by their historical or near-term earnings, it is determined by how well they can position themselves as the arms dealer in the AI race. Any number of things can happen in a cyclical industry such as semiconductors, and earnings can vary wildly over the course of the cycle.</p><p>While this may be an overused example, investors analyzing Apple (AAPL) in the year 2012 who were overly focused on what iPhone revenues and earnings were in 2011 and would be in 2012/2013 may have underappreciated the work the company was doing to build an ecosystem that would drive continuous value beyond one-time hardware sales. Investors who are modeling earnings for Nvidia should take the entire cycle into account and avoid focusing too much on any one quarter or year and avoid placing too much weight on positive surprises and disappointing results.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/430d4b1078096b19ab132f77c0719ca7\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"467\"/><span>Data by YCharts</span></p><p>Nvidia faces reduced financial risk due to their low amount of net debt. While any investment can go to zero, investors can find some amount of comfort in being able to put their full focus towards analyzing risks to the business itself rather than balance sheet risks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/448391d65d3f4d655f062af4ba60ba81\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"450\"/><span>Data by YCharts</span></p><p>Nvidia has had a blistering rally year to date and has trounced both the S&amp;P 500 (SP500) and the Nasdaq 100-Index (NDX). Investors would do well to remember that this period of outperformance came after a period of underperformance. This pattern has been typical of Nvidia over the years, but over the course of an entire cycle the company has outperformed. This is another reason for investors to avoid fixating on the performance of the stock over the short term. An often hyped and popular company participating in a cyclical and rapidly changing industry will almost always be prone to wild price moves in both directions.</p><p>Investors should generally ignore short-term swings in both earnings and the stock price, and instead focus their time on analyzing how the company is performing in their end markets and positioning themselves for future success (over the course of a cycle). This will be much more informative for the process of buying and selling than relying on short term earnings results/estimates or short term price movements.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bd499297ce5efe1663d6522d31a18c4\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"467\"/><span>Data by YCharts</span></p><h2 id=\"id_2222683821\">Risks</h2><p>A company like Nvidia carries with it many risks. Chiefly among these is a disruption to their supply chain and/or ability to sell into their end markets. The risk posed by a conflict between Taiwan and China or additional export restrictions has been repeatedly talked about by investors so we will simply state that these risks are material and move on.</p><p>Another risk is that Nvidia&#39;s suppliers, competitors, and customers end up applying enough pressure that it hampers Nvidia&#39;s ability to continue growing their earnings. This would impair the present value of their business and lead to valuation compression in the shares.</p><p>Lastly, the stock has had a massive run and is likely full of &#34;hot money.&#34; Short-term traders could run for the exit at any time, which would pressure the stock. While this would be immaterial to the business itself, it is another reminder that investors shouldn&#39;t invest money into Nvidia that they will need over the near/medium term as high volatility is a feature of the stock.</p><p>Despite the fact that the stock could implode anytime for a variety of reasons, we view the risks as being justified by the potential rewards. Nvidia is not for risk-averse investors, and at this stage of the story even the most risk-tolerant investors would do well to limit position sizing just in case something goes wrong.</p><h2 id=\"id_812664897\">Key Takeaway</h2><p>Nvidia is on the forefront of technological development and has had a meteoric rise in 2023. The company has a lot to prove, and the long-term trajectory of the stock will depend on how well the company can execute and improve their value proposition. We believe that risk tolerant investors can look to continue buying here, but limiting position size appears to be wise given the risks and cyclical nature of the industry.</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>Nvidia: The King Of AI And The Sword Of Damocles</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: The King Of AI And The Sword Of Damocles\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-11 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4639943-nvidia-king-of-ai-and-sword-of-damocles><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation has had a blistering rally in 2023 and has quickly become a battleground stock.We believe too much emphasis is put on short-term factors such as near-term earnings and the threat of...</p>\n\n<a href=\"https://seekingalpha.com/article/4639943-nvidia-king-of-ai-and-sword-of-damocles\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","NVDA":"英伟达","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4554":"元宇宙及AR概念","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4566":"资本集团","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4543":"AI","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4141":"半导体产品","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4505":"高瓴资本持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4549":"软银资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD"},"source_url":"https://seekingalpha.com/article/4639943-nvidia-king-of-ai-and-sword-of-damocles","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2374633623","content_text":"Nvidia Corporation has had a blistering rally in 2023 and has quickly become a battleground stock.We believe too much emphasis is put on short-term factors such as near-term earnings and the threat of competition.Nvidia is currently the king of AI hardware and software, which naturally makes them a target.The future of the company rests solely on their ability to continue to innovate and improve their value proposition.Despite the risks, we believe the potential reward makes Nvidia Corporation stock a buy at these levels.Justin SullivanThesisNvidia Corporation (NASDAQ:NVDA) is in no uncertain terms a battleground stock. While the bulls and the bears both have valid points, for this article we would like to focus on a more philosophical viewpoint regarding the sustainability of leadership in an increasingly competitive landscape. We believe that competition in artificial intelligence (\"AI\") is a positive sign, not a negative one. After all, increasing competition often signals that a market is both highly profitable and important for future economic development.Nvidia is currently the undisputed leader in AI hardware and software. As long as they can continue to innovate, they will continue to reap the rewards of being the frontrunner of this race.Competition in MarketsOne thing that has confounded me for years is the aversion investors have for competition in non-commodity markets. Competition is seen by many investors as a red flag that will (in their minds) certainly push down margins and reduce the profitability of the firm they are investing in. This is the wrong way of looking at it. Competition heating up is often a signal that an end market is highly desirable and expanding, and implies that the leaders in the market were wise to establish themselves early on. Even if margins eventually become pressured, the growth of the overall market often results in increased profits for industry frontrunners over time.Would you prefer a company strive to rule a massive kingdom or a pile of garbage? Naturally there would be intense competition to rule the kingdom and no competition to rule the garbage. Does a lack of competition make the garbage pile an attractive prize? We all intuitively understand that there is a reason why nobody is fighting over the garbage, yet some investors don't carry this principle with them when analyzing business economics and the attractiveness of end markets.The Sword of DamoclesThere is an old story that illustrates how being in a position of power carries risks as well as rewards. The tale centers around the classical Greek ruler Dionysius, and Damocles, a member of his court.In the story, Damocles remarks at how wonderful Dionysius' life must be as king, and how fortunate he is for being in that position. In response to this, Dionysius offers to trade places with Damocles for a day so that he may enjoy the perks of being the king. Of course, Damocles leaped at the opportunity. He had in front of him countless luxuries, food, and riches. Dionysius understood that this fortune wasn't \"free\" and thus arranged for a sword to be hung over Damocles and held in place by a strand of hair tied around the hilt. This was meant to portray the need for a king to always be aware of threats to their position and those who seek to displace them. Damocles grew increasingly distressed by the sword hanging above him and found himself unable to enjoy the perks of sitting on the throne. He quickly learned that while the king may have endless riches at their disposal, if they become complacent their life will be a short one.The lesson here is that while being the king increases the wealth and rewards that a person enjoys, it also comes with an invisible cost. This is because others also desire the benefits of being the king and are thus in perpetual competition with whoever the current king is. The greater the benefits, the fiercer the competition. If a king were to relax and take comfort in their excess and abundance, they would find their excess and abundance to be short-lived. This principle brings to mind the famous Andy Grove quote, \"Only the paranoid survive.\"In Nvidia's case, their competitors see the immense profits being generated and are seeking to gain a piece of the pie. Their customers see the price tag of pumping money into hardware, and many are attempting to design their own silicon and cut Nvidia out of the equation. Their suppliers see how high Nvidia's margins are in relation to how much their input costs are and could look to raise fabrication/testing prices. There is no doubt that all three of these groups will increasingly pressure Nvidia over the coming decade, each in different ways.This truth does not mean that Nvidia is doomed to lose their leadership position. Competitive pressures are the enemy of the mediocre and the friend of the exceptional. Nvidia has earned their position on the throne through years of investment and technological innovation, and their advantages will not evaporate just because they face economic pressures and other firms enter the arena. Intense competition is table stakes for high technology, and the participants (at least the companies that survive) understand that this game is corporate life or death. For this reason, Nvidia will likely continue to pour resources into R&D in order to maintain (or even accelerate) their rapid pace of innovation. In the face of pressure, Nvidia will not stand idle.As long as Nvidia keeps an eye on the sword dangling above their heads, investors will continue to reap the benefits of their dominant position in AI hardware/software and continue to benefit from the growth of the overall market.Valuation and Price ActionOne of the reasons Nvidia has become a battleground stock lies in the fact that their relative valuation is a choose your own adventure book. Bearish investors will often point to the trailing numbers and bullish investors will point to the forward estimates. We believe this discussion largely misses the point. The long-term value of Nvidia is not determined by their historical or near-term earnings, it is determined by how well they can position themselves as the arms dealer in the AI race. Any number of things can happen in a cyclical industry such as semiconductors, and earnings can vary wildly over the course of the cycle.While this may be an overused example, investors analyzing Apple (AAPL) in the year 2012 who were overly focused on what iPhone revenues and earnings were in 2011 and would be in 2012/2013 may have underappreciated the work the company was doing to build an ecosystem that would drive continuous value beyond one-time hardware sales. Investors who are modeling earnings for Nvidia should take the entire cycle into account and avoid focusing too much on any one quarter or year and avoid placing too much weight on positive surprises and disappointing results.Data by YChartsNvidia faces reduced financial risk due to their low amount of net debt. While any investment can go to zero, investors can find some amount of comfort in being able to put their full focus towards analyzing risks to the business itself rather than balance sheet risks.Data by YChartsNvidia has had a blistering rally year to date and has trounced both the S&P 500 (SP500) and the Nasdaq 100-Index (NDX). Investors would do well to remember that this period of outperformance came after a period of underperformance. This pattern has been typical of Nvidia over the years, but over the course of an entire cycle the company has outperformed. This is another reason for investors to avoid fixating on the performance of the stock over the short term. An often hyped and popular company participating in a cyclical and rapidly changing industry will almost always be prone to wild price moves in both directions.Investors should generally ignore short-term swings in both earnings and the stock price, and instead focus their time on analyzing how the company is performing in their end markets and positioning themselves for future success (over the course of a cycle). This will be much more informative for the process of buying and selling than relying on short term earnings results/estimates or short term price movements.Data by YChartsRisksA company like Nvidia carries with it many risks. Chiefly among these is a disruption to their supply chain and/or ability to sell into their end markets. The risk posed by a conflict between Taiwan and China or additional export restrictions has been repeatedly talked about by investors so we will simply state that these risks are material and move on.Another risk is that Nvidia's suppliers, competitors, and customers end up applying enough pressure that it hampers Nvidia's ability to continue growing their earnings. This would impair the present value of their business and lead to valuation compression in the shares.Lastly, the stock has had a massive run and is likely full of \"hot money.\" Short-term traders could run for the exit at any time, which would pressure the stock. While this would be immaterial to the business itself, it is another reminder that investors shouldn't invest money into Nvidia that they will need over the near/medium term as high volatility is a feature of the stock.Despite the fact that the stock could implode anytime for a variety of reasons, we view the risks as being justified by the potential rewards. Nvidia is not for risk-averse investors, and at this stage of the story even the most risk-tolerant investors would do well to limit position sizing just in case something goes wrong.Key TakeawayNvidia is on the forefront of technological development and has had a meteoric rise in 2023. The company has a lot to prove, and the long-term trajectory of the stock will depend on how well the company can execute and improve their value proposition. We believe that risk tolerant investors can look to continue buying here, but limiting position size appears to be wise given the risks and cyclical nature of the industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":228487960477712,"gmtCreate":1696811118229,"gmtModify":1696811121295,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/228487960477712","repostId":"2373032941","repostType":4,"repost":{"id":"2373032941","kind":"highlight","pubTimestamp":1696744800,"share":"https://ttm.financial/m/news/2373032941?lang=&edition=fundamental","pubTime":"2023-10-08 14:00","market":"us","language":"en","title":"RIVN, LCID, MULN, NIO, or NKLA: Who’s Winning the EV Stocks Race?","url":"https://stock-news.laohu8.com/highlight/detail?id=2373032941","media":"InvestorPlace","summary":"Electric vehicle stocks like RIVN, LCID, MULN, NIO, and NKLA are all competing to become the next Tesla. Who's winning the race?","content":"<html><head></head><body><p>With so many prospective EV contenders, it can be difficult to gauge which companies will emerge successful over the next decade. For example, <strong>Lordstown Motors</strong> (OTCMKTS:<strong>RIDEQ</strong>) forecast production of 98,800 vehicles between 2021 and 2023 in its 2020 investor presentation. In reality, Lordstown produced only 31 vehicles for sale as of January and filed for bankruptcy just five months later.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d1aa09b43ebc974629e0de63bbaad13\" title=\"Source: shutterstock.com/Larich\" tg-width=\"768\" tg-height=\"432\"/><span>Source: shutterstock.com/Larich</span></p><p>Unrealistic forecasts and snazzy concept designs have been extremely successful in attracting retail investors. However, it takes more than made-up internal numbers and finely pressed steel to succeed in the competitive EV market.</p><p>Today, <strong>Tesla</strong> (NASDAQ:<strong><u>TSLA</u></strong>) is undoubtedly the EV leader. At the same time, some investors argue that its $800 billion market capitalization could limit its future returns when compared to its smaller competitors. That’s led to significant interest in companies such as <strong>Rivian</strong> (NASDAQ:<strong>RIVN</strong>), <strong>Lucid</strong> (NASDAQ:<strong>LCID</strong>), <strong><a href=\"https://laohu8.com/S/MULN\">Mullen Automotive</a></strong> (NASDAQ:<strong>MULN</strong>), <strong>Nio</strong> (NYSE:<strong>NIO</strong>) and <strong>Nikola</strong> (NASDAQ:<strong>NKLA</strong>).</p><p>Picking a winning stock isn’t an easy task by any means. Still, there are several factors that can provide hints about a company’s future potential, such as revenue growth, profitability, margins, and competitive advantages. Let’s take a look at how these five EV stocks stack up.</p><h2 id=\"id_790236164\">EV Stocks: Revenue and Revenue Growth</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d8a08daf729e982007c4a0b3f94967e\" tg-width=\"2400\" tg-height=\"1240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e2980a442a6291a210e95d8a487208d\" tg-width=\"2400\" tg-height=\"1240\"/></p><p>Without revenue, or sales, a company is worthless. If a company doesn’t generate revenue, or isn’t anticipated to generate revenue, then there is absolutely no reason to invest in it, nor is there a basis for it to have a valuation.</p><p>Right off the bat, we can see enormous rates of revenue growth for Rivian, Lucid and Nikola. Needless to say, these rates are unsustainable for the long term, as evidenced by the declining rates of growth in recent quarters, and are indicative of the three companies beginning production in the past few years.</p><p>This is especially noticeable with Nio, which has seen its trailing 12 month (TTM) revenue compound annual growth rate (CAGR) fall dramatically compared to 2019, the year after it delivered its first vehicles. A falling CAGR doesn’t mean that a stock will decline; NIO is up by about 35% since 2019 and at one point was up 870%.</p><p>Investors should also keep in mind that Nio’s revenue is represented in Chinese yuan instead of U.S. dollars, meaning that its last 12 months (LTM) revenue of 48.51 billion yuan is equivalent to $6.66 billion. Mullen’s revenue CAGR is not presented on the chart because it recently reported revenue of $308,000 compared to $0 quarter over quarter. In addition, this revenue may not yet be in Mullen’s hands as of the second quarter since it also reported $308,000 in accounts receivable.</p><p>We can see that Rivian, Lucid, and Nio are the best positioned in terms of both revenue and revenue growth within the group. While Nio’s revenue growth has plateaued in recent quarters on LTM sales of $6.66 billion, Rivian’s growth still increased significantly on sales of $2.98 billion. However, Nio is the clear leader in revenue, which should reward it with a nice valuation cushion.</p><p>Revenue is an extremely important factor to analyze, although the percentage of revenue actually retained by the company after subtracting out cost of goods sold (COGS) is just as important. That takes us to gross profit margin (GPM).</p><h2 id=\"id_3128761454\">EV Stocks: Gross Profit Margin</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3eec251724023e86a19bf8f1e6f7cfb4\" tg-width=\"2400\" tg-height=\"1240\"/></p><p>Car manufacturers have historically experienced low GPMs, which can can be blamed on the sheer amount of components, suppliers, and physical and robotic labor that it takes to manufacture and assemble a vehicle. Accordingly, luxury car manufacturers are likely to have a higher relative GPM due to higher sales prices.</p><p>Nio tops off the chart with the only positive LTM GPM of 5.46%, which has fallen every quarter since the high of 19.05% during September 2021. This decline was caused by supply chain challenges, rising battery component costs, and vehicle promotions. During the second quarter, Nio reported a gross margin of just 1%, while its vehicle margin was 6.2%. This means that it retains more money on its vehicle sales than when compared to the rest of its business ventures.</p><p>Meanwhile, Rivian displays an impressive trend to the upside, although it still carries a LTM GPM way in the negative. Lucid trails behind with a GPM that has declined in recent quarters. Nikola nears the bottom of the list with a clear downtrend while Mullen finishes in last place.</p><p>Moving lower on the income statement gets us to the last item: net income or loss. This metric might as well be the bread and butter for any company, as it tells us if a company is profitable after subtracting out COGS, as well as operating expenses and income tax. Dividing net income or loss by the average number of outstanding shares gets us to earnings per share (EPS).</p><h2 id=\"id_1176508326\">EV Stocks: Earnings Per Share</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f0d9218cdf9285597cc4f0a97f589cb\" tg-width=\"2400\" tg-height=\"1240\"/></p><p>All five companies have negative LTM EPS figures, meaning that all five companies were unprofitable over the past year.</p><p>Mullen, whose line is restricted by the lower bound of the chart, seems to have the strongest uptrend, although its EPS remains way in the negative. This indicates that shareholders shouldn’t expect profitability anytime soon. Rivian’s EPS has increased every quarter since September 2021, while Nikola leads the pack with Lucid trailing behind by just 7 cents.</p><p>Becoming profitable is a key focus point for any company. Why should you invest in a company that will continue to lose money?</p><p>We can take a look at analyst EPS estimates on Koyfin to get a better sense of when these five companies will turn a profit on a generally accepted accounting principles (GAAP) basis:</p><ol start=\"1\" style=\"\"><li><p>Nio: 2027 EPS estimate of 77 cents. Nio is also expected to break even in 2026.</p></li><li><p>Lucid: 2027 EPS estimate of 2 cents.</p></li><li><p>Rivian: 2030 EPS estimate of 43 cents.</p></li><li><p>Nikola: Expected to break even in 2026, no further analyst estimates available.</p></li><li><p>Mullen: No analyst estimates available. This is likely due to the company’s penny stock status, low market capitalization, and ongoing <strong>Nasdaq</strong> compliance issues.</p></li></ol><h2 id=\"id_1294380386\">EV Stocks: Valuation Using EV/ Sales</h2><p>Investing in a good company is a great idea, but investing in a good company that is overvalued is a recipe for disaster.</p><p>You can see this theme present in the price of Mullen, which has an all-time return of -99%. Additionally, both Nikola and Rivian have a similar return of -85%. In fact, Nio caries the highest all-time return within the group, which is still a loss of over 10%, while Lucid has a return of about -50%.</p><p>To gauge how a company is valued, we can turn to the next 12 months (NTM) enterprise value to sales multiple (EV/S). We use NTM instead of LTM because companies are valued on the basis of their future sales, not their past sales. A higher multiple means that a company is valued higher based on its sales, while a lower multiple signals the opposite. Excluding all other factors, buying a company at a lower multiple is viewed as a better opportunity than buying a company at a higher multiple.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70cbc9982674ee359152e3f446f10d4b\" tg-width=\"2400\" tg-height=\"1240\"/></p><p>Lucid is the most richly valued with a NTM EV/S multiple of 7.2x, which has steadily fallen since its public debut. Still, it isn’t alone, as all five companies experienced significant multiple compression from 2021 to late 2022.</p><p>2023 has been more generous, as the multiples for the entire group have expanded since the beginning of the year. Mullen does not appear on the chart because no analysts cover its NTM sales estimates.</p><p>Valuation shouldn’t be taken into consideration in isolation. Companies with higher revenue, revenue growth, margins, and earnings should be awarded a higher multiple valuation, while companies that have poor financials should trade at a lower valuation. Rivian and Nio are valued at a fair multiple in relation to the group when considering these factors. Nikola’s valuation appears to be bloated, especially given the company’s persistent going concern warnings, poor margins, and slowing revenue growth.</p><h2 id=\"id_404089382\">EV Stocks: Comparative Advantages</h2><p>The quantitative factors covered above are essential to consider when making an investment decision. At the same time, qualitative factors, such as a company’s competitive advantage, are just as crucial to consider.</p><p>Competitive advantages can come in many shapes and forms.</p><p>For example, Rivian carries a strong competitive advantage due to its close financial relationship with <strong>Amazon</strong> (NASDAQ:<strong>AMZN</strong>). The e-commerce giant has placed an order for 100,000 Rivian Electric Delivery Vans (EDVs) by 2030 and is also the largest shareholder of the company. Another advantage that Rivian carries is that the electric truck market has just a few competitors, which provides Rivian with a first-mover advantage and a chance to disrupt the market.</p><p>Similarly, Saudi Arabia’s <strong>Public Investment Fund</strong> (PIF) has invested $5.4 billion into Lucid and is its largest shareholder with a 60.5% ownership stake. The fund has also committed to purchase 50,000 Lucid vehicles over a 10-year period with the option to purchase up to an additional 50,000 vehicles.</p><p>Working with a cash-rich, established entity gives theses EV contenders a major head start in the costly production race. PIF’s massive investment has no doubt contributed to the production of Lucid’s proprietary EV powertrain and battery systems, which has attracted attention in the automotive space. In June, <strong>Aston Martin</strong> announced its entrance into the EV market with a battery electric vehicle (BEV) platform powered by Lucid’s proprietary technology.</p><p>Moving across the world gets us to Nio, which continues to lead the group in deliveries. The Chinese EV firm is much more established than any of the other companies and has a unique battery-as-a-service (BaaS) model. With a monthly battery subscription, customers will pay less for the vehicle and also be eligible for Nio’s Power Swap feature. At Power Swap stations, a Nio vehicle can receive a fresh battery in less than 5 minutes. As of July, Nio had installed 1,564 battery swap stations and 7,394 superchargers across China.</p><p>Nikola and Mullen’s competitive advantages are difficult to ascertain. Nikola has experienced four truck fires over the past four months and recently announced that it would recall all 209 battery-powered electric trucks that it had distributed. An internal investigation noted that the fires were likely caused by a single supplier component in the battery pack that caused a coolant leak. The consistent fires have caused NKLA stock to plunge lower by about 40% this year.</p><p>Mullen doesn’t seem to have any clear competitive advantage in its core vehicles, as they are all sourced from China. Back in 2022, Mullen acquired a 60% controlling interest in <strong>Bollinger Motors</strong>, which focuses on electric trucks. Unfortunately, Bollinger has yet to sell a single vehicle. At the end of the day, Mullen’s “competitive advantage” may ultimately lie in its loyal investors who swear by the company despite massive net losses. That doesn’t bode well for the company itself, which has shed 99% of its value this year.</p><h2 id=\"id_2236296096\">EV Stocks: And the Winner Is…</h2><p>Based on company health, competitive advantages, and valuation, Nio and Rivian are the best investments within the group. Nio can be viewed as a safer investment than Rivian due to its revenue base, low relative valuation, and established charging network, while Rivian is a riskier bet on an early stage company.</p><p>Lucid trails behind the two companies due to its inflated valuation and low margins, although the company is more profitable. Nikola commands the highest LTM EPS among the group, but the company’s truck fires, going concern warnings, and revolving management team have severely hurt its reputation. Meanwhile, Mullen remains a company that should be avoided at all costs, given its history of losses, a lackluster management team and shareholder dilution.</p><p>At the end of the day, investing in the leader of an industry is always the safest option, and that would be Tesla. If we compare Tesla to the group using the metrics above, it would lead the way in revenue, EPS, and GPM. Tesla’s LTM revenue of $94.03 billion with a GPM of 21.49% blows the rest of the five companies out of the water. These numbers are reflected in its high NTM EV/S multiple of 7.1x, which only trails behind Lucid’s multiple of 7.2x. Although, Tesla has the second-lowest revenue CAGR within the group of 39.99%, it isn’t a cause for concern given its large revenue base.</p><p>Investing in these five EV contenders over Tesla could result in higher gains, but it also presents higher risk when taking into account their inferior financial metrics. Tesla has already succeeded in becoming the clear leader in EV industry, while the other companies are still light years away.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>RIVN, LCID, MULN, NIO, or NKLA: Who’s Winning the EV Stocks Race?</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\">\nRIVN, LCID, MULN, NIO, or NKLA: Who’s Winning the EV Stocks Race?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-08 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/10/rivn-lcid-muln-nio-or-nkla-whos-winning-the-ev-stocks-race/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With so many prospective EV contenders, it can be difficult to gauge which companies will emerge successful over the next decade. For example, Lordstown Motors (OTCMKTS:RIDEQ) forecast production of ...</p>\n\n<a href=\"https://investorplace.com/2023/10/rivn-lcid-muln-nio-or-nkla-whos-winning-the-ev-stocks-race/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","NIO":"蔚来","PSQ":"纳指反向ETF","RIVN":"Rivian Automotive, Inc.","BK4562":"SPAC上市公司","LCID":"Lucid Group Inc","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","MULN":"Mullen Automotive","LU0238689110.USD":"贝莱德环球动力股票基金","QLD":"纳指两倍做多ETF","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4523":"印度概念","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","TSLA":"特斯拉","BK4566":"资本集团","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4149":"建筑机械与重型卡车","BK4524":"宅经济概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4559":"巴菲特持仓","LU0109392836.USD":"富兰克林科技股A","09866":"蔚来-SW","TTM":"塔塔汽车","BK4550":"红杉资本持仓","BK4588":"碎股","NKLA":"Nikola Corporation","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","QID":"纳指两倍做空ETF","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4551":"寇图资本持仓","SQQQ":"纳指三倍做空ETF","BK4561":"索罗斯持仓","TQQQ":"纳指三倍做多ETF","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","CAGR":"California Grapes International, Inc.","NIO.SI":"蔚来","GPM":"Guggenheim Enhanced Equity Inc"},"source_url":"https://investorplace.com/2023/10/rivn-lcid-muln-nio-or-nkla-whos-winning-the-ev-stocks-race/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2373032941","content_text":"With so many prospective EV contenders, it can be difficult to gauge which companies will emerge successful over the next decade. For example, Lordstown Motors (OTCMKTS:RIDEQ) forecast production of 98,800 vehicles between 2021 and 2023 in its 2020 investor presentation. In reality, Lordstown produced only 31 vehicles for sale as of January and filed for bankruptcy just five months later.Source: shutterstock.com/LarichUnrealistic forecasts and snazzy concept designs have been extremely successful in attracting retail investors. However, it takes more than made-up internal numbers and finely pressed steel to succeed in the competitive EV market.Today, Tesla (NASDAQ:TSLA) is undoubtedly the EV leader. At the same time, some investors argue that its $800 billion market capitalization could limit its future returns when compared to its smaller competitors. That’s led to significant interest in companies such as Rivian (NASDAQ:RIVN), Lucid (NASDAQ:LCID), Mullen Automotive (NASDAQ:MULN), Nio (NYSE:NIO) and Nikola (NASDAQ:NKLA).Picking a winning stock isn’t an easy task by any means. Still, there are several factors that can provide hints about a company’s future potential, such as revenue growth, profitability, margins, and competitive advantages. Let’s take a look at how these five EV stocks stack up.EV Stocks: Revenue and Revenue GrowthWithout revenue, or sales, a company is worthless. If a company doesn’t generate revenue, or isn’t anticipated to generate revenue, then there is absolutely no reason to invest in it, nor is there a basis for it to have a valuation.Right off the bat, we can see enormous rates of revenue growth for Rivian, Lucid and Nikola. Needless to say, these rates are unsustainable for the long term, as evidenced by the declining rates of growth in recent quarters, and are indicative of the three companies beginning production in the past few years.This is especially noticeable with Nio, which has seen its trailing 12 month (TTM) revenue compound annual growth rate (CAGR) fall dramatically compared to 2019, the year after it delivered its first vehicles. A falling CAGR doesn’t mean that a stock will decline; NIO is up by about 35% since 2019 and at one point was up 870%.Investors should also keep in mind that Nio’s revenue is represented in Chinese yuan instead of U.S. dollars, meaning that its last 12 months (LTM) revenue of 48.51 billion yuan is equivalent to $6.66 billion. Mullen’s revenue CAGR is not presented on the chart because it recently reported revenue of $308,000 compared to $0 quarter over quarter. In addition, this revenue may not yet be in Mullen’s hands as of the second quarter since it also reported $308,000 in accounts receivable.We can see that Rivian, Lucid, and Nio are the best positioned in terms of both revenue and revenue growth within the group. While Nio’s revenue growth has plateaued in recent quarters on LTM sales of $6.66 billion, Rivian’s growth still increased significantly on sales of $2.98 billion. However, Nio is the clear leader in revenue, which should reward it with a nice valuation cushion.Revenue is an extremely important factor to analyze, although the percentage of revenue actually retained by the company after subtracting out cost of goods sold (COGS) is just as important. That takes us to gross profit margin (GPM).EV Stocks: Gross Profit MarginCar manufacturers have historically experienced low GPMs, which can can be blamed on the sheer amount of components, suppliers, and physical and robotic labor that it takes to manufacture and assemble a vehicle. Accordingly, luxury car manufacturers are likely to have a higher relative GPM due to higher sales prices.Nio tops off the chart with the only positive LTM GPM of 5.46%, which has fallen every quarter since the high of 19.05% during September 2021. This decline was caused by supply chain challenges, rising battery component costs, and vehicle promotions. During the second quarter, Nio reported a gross margin of just 1%, while its vehicle margin was 6.2%. This means that it retains more money on its vehicle sales than when compared to the rest of its business ventures.Meanwhile, Rivian displays an impressive trend to the upside, although it still carries a LTM GPM way in the negative. Lucid trails behind with a GPM that has declined in recent quarters. Nikola nears the bottom of the list with a clear downtrend while Mullen finishes in last place.Moving lower on the income statement gets us to the last item: net income or loss. This metric might as well be the bread and butter for any company, as it tells us if a company is profitable after subtracting out COGS, as well as operating expenses and income tax. Dividing net income or loss by the average number of outstanding shares gets us to earnings per share (EPS).EV Stocks: Earnings Per ShareAll five companies have negative LTM EPS figures, meaning that all five companies were unprofitable over the past year.Mullen, whose line is restricted by the lower bound of the chart, seems to have the strongest uptrend, although its EPS remains way in the negative. This indicates that shareholders shouldn’t expect profitability anytime soon. Rivian’s EPS has increased every quarter since September 2021, while Nikola leads the pack with Lucid trailing behind by just 7 cents.Becoming profitable is a key focus point for any company. Why should you invest in a company that will continue to lose money?We can take a look at analyst EPS estimates on Koyfin to get a better sense of when these five companies will turn a profit on a generally accepted accounting principles (GAAP) basis:Nio: 2027 EPS estimate of 77 cents. Nio is also expected to break even in 2026.Lucid: 2027 EPS estimate of 2 cents.Rivian: 2030 EPS estimate of 43 cents.Nikola: Expected to break even in 2026, no further analyst estimates available.Mullen: No analyst estimates available. This is likely due to the company’s penny stock status, low market capitalization, and ongoing Nasdaq compliance issues.EV Stocks: Valuation Using EV/ SalesInvesting in a good company is a great idea, but investing in a good company that is overvalued is a recipe for disaster.You can see this theme present in the price of Mullen, which has an all-time return of -99%. Additionally, both Nikola and Rivian have a similar return of -85%. In fact, Nio caries the highest all-time return within the group, which is still a loss of over 10%, while Lucid has a return of about -50%.To gauge how a company is valued, we can turn to the next 12 months (NTM) enterprise value to sales multiple (EV/S). We use NTM instead of LTM because companies are valued on the basis of their future sales, not their past sales. A higher multiple means that a company is valued higher based on its sales, while a lower multiple signals the opposite. Excluding all other factors, buying a company at a lower multiple is viewed as a better opportunity than buying a company at a higher multiple.Lucid is the most richly valued with a NTM EV/S multiple of 7.2x, which has steadily fallen since its public debut. Still, it isn’t alone, as all five companies experienced significant multiple compression from 2021 to late 2022.2023 has been more generous, as the multiples for the entire group have expanded since the beginning of the year. Mullen does not appear on the chart because no analysts cover its NTM sales estimates.Valuation shouldn’t be taken into consideration in isolation. Companies with higher revenue, revenue growth, margins, and earnings should be awarded a higher multiple valuation, while companies that have poor financials should trade at a lower valuation. Rivian and Nio are valued at a fair multiple in relation to the group when considering these factors. Nikola’s valuation appears to be bloated, especially given the company’s persistent going concern warnings, poor margins, and slowing revenue growth.EV Stocks: Comparative AdvantagesThe quantitative factors covered above are essential to consider when making an investment decision. At the same time, qualitative factors, such as a company’s competitive advantage, are just as crucial to consider.Competitive advantages can come in many shapes and forms.For example, Rivian carries a strong competitive advantage due to its close financial relationship with Amazon (NASDAQ:AMZN). The e-commerce giant has placed an order for 100,000 Rivian Electric Delivery Vans (EDVs) by 2030 and is also the largest shareholder of the company. Another advantage that Rivian carries is that the electric truck market has just a few competitors, which provides Rivian with a first-mover advantage and a chance to disrupt the market.Similarly, Saudi Arabia’s Public Investment Fund (PIF) has invested $5.4 billion into Lucid and is its largest shareholder with a 60.5% ownership stake. The fund has also committed to purchase 50,000 Lucid vehicles over a 10-year period with the option to purchase up to an additional 50,000 vehicles.Working with a cash-rich, established entity gives theses EV contenders a major head start in the costly production race. PIF’s massive investment has no doubt contributed to the production of Lucid’s proprietary EV powertrain and battery systems, which has attracted attention in the automotive space. In June, Aston Martin announced its entrance into the EV market with a battery electric vehicle (BEV) platform powered by Lucid’s proprietary technology.Moving across the world gets us to Nio, which continues to lead the group in deliveries. The Chinese EV firm is much more established than any of the other companies and has a unique battery-as-a-service (BaaS) model. With a monthly battery subscription, customers will pay less for the vehicle and also be eligible for Nio’s Power Swap feature. At Power Swap stations, a Nio vehicle can receive a fresh battery in less than 5 minutes. As of July, Nio had installed 1,564 battery swap stations and 7,394 superchargers across China.Nikola and Mullen’s competitive advantages are difficult to ascertain. Nikola has experienced four truck fires over the past four months and recently announced that it would recall all 209 battery-powered electric trucks that it had distributed. An internal investigation noted that the fires were likely caused by a single supplier component in the battery pack that caused a coolant leak. The consistent fires have caused NKLA stock to plunge lower by about 40% this year.Mullen doesn’t seem to have any clear competitive advantage in its core vehicles, as they are all sourced from China. Back in 2022, Mullen acquired a 60% controlling interest in Bollinger Motors, which focuses on electric trucks. Unfortunately, Bollinger has yet to sell a single vehicle. At the end of the day, Mullen’s “competitive advantage” may ultimately lie in its loyal investors who swear by the company despite massive net losses. That doesn’t bode well for the company itself, which has shed 99% of its value this year.EV Stocks: And the Winner Is…Based on company health, competitive advantages, and valuation, Nio and Rivian are the best investments within the group. Nio can be viewed as a safer investment than Rivian due to its revenue base, low relative valuation, and established charging network, while Rivian is a riskier bet on an early stage company.Lucid trails behind the two companies due to its inflated valuation and low margins, although the company is more profitable. Nikola commands the highest LTM EPS among the group, but the company’s truck fires, going concern warnings, and revolving management team have severely hurt its reputation. Meanwhile, Mullen remains a company that should be avoided at all costs, given its history of losses, a lackluster management team and shareholder dilution.At the end of the day, investing in the leader of an industry is always the safest option, and that would be Tesla. If we compare Tesla to the group using the metrics above, it would lead the way in revenue, EPS, and GPM. Tesla’s LTM revenue of $94.03 billion with a GPM of 21.49% blows the rest of the five companies out of the water. These numbers are reflected in its high NTM EV/S multiple of 7.1x, which only trails behind Lucid’s multiple of 7.2x. Although, Tesla has the second-lowest revenue CAGR within the group of 39.99%, it isn’t a cause for concern given its large revenue base.Investing in these five EV contenders over Tesla could result in higher gains, but it also presents higher risk when taking into account their inferior financial metrics. Tesla has already succeeded in becoming the clear leader in EV industry, while the other companies are still light years away.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":228487877140496,"gmtCreate":1696811097883,"gmtModify":1696811101947,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/228487877140496","repostId":"2373301606","repostType":4,"repost":{"id":"2373301606","kind":"highlight","pubTimestamp":1696748400,"share":"https://ttm.financial/m/news/2373301606?lang=&edition=fundamental","pubTime":"2023-10-08 15:00","market":"us","language":"en","title":"3 Stocks to Hold for the Next 20 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2373301606","media":"Motley Fool","summary":"Don't let these three superb stocks fall through the cracks.","content":"<html><head></head><body><h2 id=\"id_1275289582\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>McDonald&#39;s is a stock market mainstay that has increased its dividend for 47 years straight.</p></li><li><p>With its eye-popping 30% revenue growth, Shopify is a growth stock with a bright future.</p></li><li><p>Amazon&#39;s enormous scale and mix of revenue streams should keep it a corporate powerhouse.</p></li></ul><p>Imagine that you had bought $10,000 worth of <strong>Nike</strong> stock 20 years ago. Today, that investment would have grown to almost $160,000. Compare that with the <strong>S&amp;P 500</strong>. A $10,000 investment there would still have grown, but only to $61,000. It goes to show that stock-picking works -- you just need to find the right stocks and give them time.</p><p>So, let&#39;s have a look at three stocks worth holding for a few decades to come.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c70175c2223f12a27c28b2d0277cee35\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"393\"/><span>Image source: Getty Images.</span></p><h2 id=\"id_1496433488\">McDonald&#39;s</h2><p>First up is the legendary fast-food giant <strong>McDonald&#39;s</strong>. This company helps investors understand what&#39;s important when your time horizon is 20 years. Consider this: Shares of McDonald&#39;s have returned a staggering 1,860% over the last two decades, meaning an initial investment of $10,000 would have grown to more than $195,000 today.</p><p>Moreover, there&#39;s every reason to think McDonald&#39;s can keep growing over the next two decades. There are over 40,000 McDonald&#39;s locations worldwide, serving up coffee, shakes, fries, and, of course, cheeseburgers. And the company is still looking for ways to innovate and grow.</p><p>The company&#39;s fast-food empire generates a river of sales, profits, and cash flow. Over the last 12 months, McDonald&#39;s recorded $24 billion in revenue, $13 billion in gross profit, and $6 billion in free cash flow.</p><p>Those impressive figures allowed the company to pay out $6.08 per share in dividend income -- generating a dividend yield of 2.3%. Furthermore, McDonald&#39;s dividend is one of the best around, having increased every year dating back 47 years.</p><p>Granted, McDonald&#39;s has its challenges ahead. Rising labor costs, a potential recession, and changing customer tastes could all spell trouble for the company. However, McDonald&#39;s has shown resilience in the past, along with a unique ability to evolve.</p><h2 id=\"id_1386406259\">Shopify</h2><p>Next up is <strong>Shopify</strong>, a Canadian e-commerce platform that has only been a public company for eight years. While Shopify lacks a McDonald&#39;s long-term track record, it has something else valuable when investing: red-hot growth.</p><p>The company has most recently increased revenue by over 30% year over year as businesses flock to its online e-commerce platform. Shopify helps those businesses by building and optimizing online stores, managing promotions and discounts, and facilitating cross-border sales, among other tasks.</p><p>In its most recent quarter (ended June 30), Shopify&#39;s Merchant Solutions revenue jumped 35% to $1.3 billion as the company&#39;s gross merchandise volume (GMV) grew 17% to $55 billion. Shopify defines GMV as &#34;the total dollar value of orders facilitated through the Shopify platform including certain apps and channels for which a revenue-sharing arrangement is in place in the period, net of refunds, and inclusive of shipping and handling, duty and value-added taxes.&#34;</p><p>In summary, Shopify&#39;s overall revenue is growing as its network of merchants becomes more successful at selling products through Shopify&#39;s platform. Over time, say several decades, Shopify should expect its revenue to grow by leaps and bounds as more merchants join and find success selling through its network.</p><p>That said, Shopify&#39;s rich valuation (its shares trade at a price-to-earnings multiple of 76) mean the stock isn&#39;t for every investor. What&#39;s more, an economic downturn could throw a damper on Shopify&#39;s rapid growth, which would certainly send its stock reeling.</p><h2 id=\"id_889036414\">Amazon</h2><p>Finally, <strong>Amazon</strong> has all the hallmarks of a stock investors should buy and hold for 20 years. Let&#39;s start with the company&#39;s vast size. Amazon&#39;s trailing-12-month revenue is already massive. With $538 billion in sales, it&#39;s second only to Walmart&#39;s $631 billion in terms of largest revenue from an American company.</p><p>The company&#39;s vast e-commerce empire is responsible for the bulk of that revenue, with online stores and third-party seller services making up the majority.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85112159914637867d30f6c09dc336c0\" alt=\"Image source: The Motley Fool.\" title=\"Image source: The Motley Fool.\" tg-width=\"700\" tg-height=\"699\"/><span>Image source: The Motley Fool.</span></p><p>There are, however, many other Amazon segments worth noting. Amazon Web Services, of course, is the company&#39;s fastest-growing unit and now makes up about 20% of the company&#39;s quarterly revenue. Similarly, Amazon&#39;s advertising segment is notable for its growth. Revenue within that area is surging by more than 22% year over year.</p><p>However, investors should be aware that its not all smooth sailing ahead for Amazon. The company has recently been sued by the Federal Trade Commission (FTC) over allegations of monopolistic practices. In addition, concerns over the company&#39;s dominance of the cloud services market has drawn attention from European regulators.</p><p>Nevertheless, Amazon remains well-equipped to fight in court. Lawsuits can be costly but that&#39;s the case for the governments that bring them, too. And it&#39;s part of the reason they&#39;re often settled out-of-court. All that said, growth-oriented investors should remain focused on Amazon. Its strong and diverse business units make it a name to consider holding for decades to come.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Hold for the Next 20 Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Hold for the Next 20 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-08 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/10/07/3-stocks-to-hold-for-the-next-20-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMcDonald's is a stock market mainstay that has increased its dividend for 47 years straight.With its eye-popping 30% revenue growth, Shopify is a growth stock with a bright future.Amazon's ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/10/07/3-stocks-to-hold-for-the-next-20-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4566":"资本集团","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","SHOP":"Shopify Inc","MCD":"麦当劳","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4535":"淡马锡持仓","BK4220":"综合零售","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4559":"巴菲特持仓","BK4538":"云计算","BK4116":"互联网服务与基础架构","LU0109392836.USD":"富兰克林科技股A","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4550":"红杉资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4122":"互联网与直销零售","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","AMZN":"亚马逊","BK4551":"寇图资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0079474960.USD":"联博美国增长基金A","BK4209":"餐馆","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4548":"巴美列捷福持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4554":"元宇宙及AR概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2023/10/07/3-stocks-to-hold-for-the-next-20-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2373301606","content_text":"KEY POINTSMcDonald's is a stock market mainstay that has increased its dividend for 47 years straight.With its eye-popping 30% revenue growth, Shopify is a growth stock with a bright future.Amazon's enormous scale and mix of revenue streams should keep it a corporate powerhouse.Imagine that you had bought $10,000 worth of Nike stock 20 years ago. Today, that investment would have grown to almost $160,000. Compare that with the S&P 500. A $10,000 investment there would still have grown, but only to $61,000. It goes to show that stock-picking works -- you just need to find the right stocks and give them time.So, let's have a look at three stocks worth holding for a few decades to come.Image source: Getty Images.McDonald'sFirst up is the legendary fast-food giant McDonald's. This company helps investors understand what's important when your time horizon is 20 years. Consider this: Shares of McDonald's have returned a staggering 1,860% over the last two decades, meaning an initial investment of $10,000 would have grown to more than $195,000 today.Moreover, there's every reason to think McDonald's can keep growing over the next two decades. There are over 40,000 McDonald's locations worldwide, serving up coffee, shakes, fries, and, of course, cheeseburgers. And the company is still looking for ways to innovate and grow.The company's fast-food empire generates a river of sales, profits, and cash flow. Over the last 12 months, McDonald's recorded $24 billion in revenue, $13 billion in gross profit, and $6 billion in free cash flow.Those impressive figures allowed the company to pay out $6.08 per share in dividend income -- generating a dividend yield of 2.3%. Furthermore, McDonald's dividend is one of the best around, having increased every year dating back 47 years.Granted, McDonald's has its challenges ahead. Rising labor costs, a potential recession, and changing customer tastes could all spell trouble for the company. However, McDonald's has shown resilience in the past, along with a unique ability to evolve.ShopifyNext up is Shopify, a Canadian e-commerce platform that has only been a public company for eight years. While Shopify lacks a McDonald's long-term track record, it has something else valuable when investing: red-hot growth.The company has most recently increased revenue by over 30% year over year as businesses flock to its online e-commerce platform. Shopify helps those businesses by building and optimizing online stores, managing promotions and discounts, and facilitating cross-border sales, among other tasks.In its most recent quarter (ended June 30), Shopify's Merchant Solutions revenue jumped 35% to $1.3 billion as the company's gross merchandise volume (GMV) grew 17% to $55 billion. Shopify defines GMV as \"the total dollar value of orders facilitated through the Shopify platform including certain apps and channels for which a revenue-sharing arrangement is in place in the period, net of refunds, and inclusive of shipping and handling, duty and value-added taxes.\"In summary, Shopify's overall revenue is growing as its network of merchants becomes more successful at selling products through Shopify's platform. Over time, say several decades, Shopify should expect its revenue to grow by leaps and bounds as more merchants join and find success selling through its network.That said, Shopify's rich valuation (its shares trade at a price-to-earnings multiple of 76) mean the stock isn't for every investor. What's more, an economic downturn could throw a damper on Shopify's rapid growth, which would certainly send its stock reeling.AmazonFinally, Amazon has all the hallmarks of a stock investors should buy and hold for 20 years. Let's start with the company's vast size. Amazon's trailing-12-month revenue is already massive. With $538 billion in sales, it's second only to Walmart's $631 billion in terms of largest revenue from an American company.The company's vast e-commerce empire is responsible for the bulk of that revenue, with online stores and third-party seller services making up the majority.Image source: The Motley Fool.There are, however, many other Amazon segments worth noting. Amazon Web Services, of course, is the company's fastest-growing unit and now makes up about 20% of the company's quarterly revenue. Similarly, Amazon's advertising segment is notable for its growth. Revenue within that area is surging by more than 22% year over year.However, investors should be aware that its not all smooth sailing ahead for Amazon. The company has recently been sued by the Federal Trade Commission (FTC) over allegations of monopolistic practices. In addition, concerns over the company's dominance of the cloud services market has drawn attention from European regulators.Nevertheless, Amazon remains well-equipped to fight in court. Lawsuits can be costly but that's the case for the governments that bring them, too. And it's part of the reason they're often settled out-of-court. All that said, growth-oriented investors should remain focused on Amazon. Its strong and diverse business units make it a name to consider holding for decades to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":227491173761064,"gmtCreate":1696597055062,"gmtModify":1696597058167,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/227491173761064","repostId":"2373390030","repostType":4,"repost":{"id":"2373390030","kind":"highlight","pubTimestamp":1696580623,"share":"https://ttm.financial/m/news/2373390030?lang=&edition=fundamental","pubTime":"2023-10-06 16:23","market":"us","language":"en","title":"Moderate US Job Growth Slowdown Expected in September","url":"https://stock-news.laohu8.com/highlight/detail?id=2373390030","media":"StreetInsider","summary":"U.S. job growth likely slowed moderately in September while the unemployment rate probably retreated from a 1-1/2-year high, underscoring the economy's underlying strength amid rising headwinds as the","content":"<html><head></head><body><p>U.S. job growth likely slowed moderately in September while the unemployment rate probably retreated from a 1-1/2-year high, underscoring the economy&#39;s underlying strength amid rising headwinds as the year winds down.</p><p>The Labor Department&#39;s closely watched employment report on Friday is also expected to show wage gains remaining elevated. Eighteen months after the Federal Reserve started raising interest rates, the labor market is only gradually easing.</p><p>Labor market resilience, which is underpinning demand in the economy, raises the risk that the U.S. central bank could hike rates again by year end. Most economists believe it is done raising rates, but will rather keep monetary policy tight for some time.</p><p>&#34;While payroll growth is much slower than in previous years, it doesn&#39;t look like it&#39;s falling off a cliff,&#34; said Nick Bunker, research director at the Indeed Hiring Lab in Tampa, Florida. &#34;If we see another number in excess of 100,000 jobs a month, that&#39;s another sign that the labor market is moderating, but continues to have a lot of strength and resilience.&#34;</p><p>Nonfarm payrolls likely increased by 170,000 jobs last month after rising 187,000 in August. While that would be the fourth straight month of employment gains below 200,000, payrolls would be well above the roughly 100,000 per month needed to keep up with growth in the working-age population. Payrolls are around averages that prevailed before the COVID-19 pandemic.</p><p>Some economists believe payrolls could surprise on the upside, noting that first-time applications for state unemployment benefits dropped in September to the lower end of their 194,000-265,000 band for this year.</p><p>They argued that the seasonal adjustment factor, the model that the government uses to strip out seasonal fluctuations from the data, was more generous to private payrolls in September.</p><p>&#34;Hiring typically picks up at the start of the summer vacation season, but rising initial jobless claims in the first few weeks of June was an early signal hiring was not quite as strong as in a usual year,&#34; said Veronica Clark, an economist at Citigroup in New York. &#34;Typically, these summer hires fall off payrolls after the Labor Day holiday, with a large positive seasonal adjustment to private payrolls in September.&#34;</p><p>According to Clark, the decline in initial jobless claims from mid-September likely reflected fewer post-summer layoffs as the initial hiring was also less, which she said should similarly result in somewhat stronger September payrolls.</p><p>While the ADP National Employment report showed private payrolls growth falling below 100,000 in September, the report has not been a reliable predicator of the private payrolls component in the Labor Department&#39;s employment report.</p><p>NO STRIKE IMPACT</p><p>A strike by the United Auto Workers (UAW) at General Motors, Ford Motor and Chrysler parent Stellantis likely had no impact on the payrolls count as it started towards the end of week that the government surveyed business establishments for September&#39;s employment report.</p><p>No boost was expected from the end of a months-long strike by Hollywood actors, which resulted in a decrease of 17,000 jobs in the motion picture and sound recording industries in August, as it happened outside the survey period. The strike by roughly 25,700 of the 146,000 hourly members of the UAW is expected to have an impact in October&#39;s employment report.</p><p>The unemployment rate was forecast falling to 3.7% after surging to 3.8% in August, the highest since February 2022. It was driven by a jump among the 20-24 age group, viewed as a volatile cohort.</p><p>Wage growth likely remained solid, with average hourly earnings forecast to have risen 0.3% after climbing 0.2% in August. That would leave the annual increase in wages unchanged at 4.3% in September.</p><p>Wages are still rising faster than the 3.5% pace that economists say is consistent with the Fed&#39;s 2% target. But as fewer people quit their jobs in search of greener pastures, wage growth could moderate. Since March 2022, the Fed has raised its benchmark overnight interest rate by 525 basis points to the current 5.25%-5.50% range.</p><p>Labor market strength is helping to sustain the economy, with growth estimates for the third quarter as high as a 4.9% annualized pace, well above what Fed officials regard as the non-inflationary rate of around 1.8%.</p><p>But dark clouds are gathering over the economy amid rising oil prices and political dysfunction in Washington.</p><p>Millions of Americans resume student loan repayments this month, which economists say will weigh on consumer spending, impacting purchases of long-lasting manufactured goods, houses as well as travel and entertainment, with ripple effects on employment. Economists estimate that the expiration of the more than three-year moratorium could cut at least $400 per month from budgets of households carrying student debt.</p><p>&#34;Where we are right now might be the best it&#39;s going to get for a while,&#34; said Megan Way, associate economics professor at Babson College in Wellesley, Massachusetts. &#34;You just can&#39;t suck that much money out of one sector of the economy and back into debt repayments without it having an impact on the labor market. I wouldn&#39;t say it&#39;s going to throw the economy into recession, but there are going to be industries that take a hit.&#34;</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderate US Job Growth Slowdown Expected in September</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\">\nModerate US Job Growth Slowdown Expected in September\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-06 16:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=22246434><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. job growth likely slowed moderately in September while the unemployment rate probably retreated from a 1-1/2-year high, underscoring the economy's underlying strength amid rising headwinds as the...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=22246434\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.streetinsider.com/dr/news.php?id=22246434","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2373390030","content_text":"U.S. job growth likely slowed moderately in September while the unemployment rate probably retreated from a 1-1/2-year high, underscoring the economy's underlying strength amid rising headwinds as the year winds down.The Labor Department's closely watched employment report on Friday is also expected to show wage gains remaining elevated. Eighteen months after the Federal Reserve started raising interest rates, the labor market is only gradually easing.Labor market resilience, which is underpinning demand in the economy, raises the risk that the U.S. central bank could hike rates again by year end. Most economists believe it is done raising rates, but will rather keep monetary policy tight for some time.\"While payroll growth is much slower than in previous years, it doesn't look like it's falling off a cliff,\" said Nick Bunker, research director at the Indeed Hiring Lab in Tampa, Florida. \"If we see another number in excess of 100,000 jobs a month, that's another sign that the labor market is moderating, but continues to have a lot of strength and resilience.\"Nonfarm payrolls likely increased by 170,000 jobs last month after rising 187,000 in August. While that would be the fourth straight month of employment gains below 200,000, payrolls would be well above the roughly 100,000 per month needed to keep up with growth in the working-age population. Payrolls are around averages that prevailed before the COVID-19 pandemic.Some economists believe payrolls could surprise on the upside, noting that first-time applications for state unemployment benefits dropped in September to the lower end of their 194,000-265,000 band for this year.They argued that the seasonal adjustment factor, the model that the government uses to strip out seasonal fluctuations from the data, was more generous to private payrolls in September.\"Hiring typically picks up at the start of the summer vacation season, but rising initial jobless claims in the first few weeks of June was an early signal hiring was not quite as strong as in a usual year,\" said Veronica Clark, an economist at Citigroup in New York. \"Typically, these summer hires fall off payrolls after the Labor Day holiday, with a large positive seasonal adjustment to private payrolls in September.\"According to Clark, the decline in initial jobless claims from mid-September likely reflected fewer post-summer layoffs as the initial hiring was also less, which she said should similarly result in somewhat stronger September payrolls.While the ADP National Employment report showed private payrolls growth falling below 100,000 in September, the report has not been a reliable predicator of the private payrolls component in the Labor Department's employment report.NO STRIKE IMPACTA strike by the United Auto Workers (UAW) at General Motors, Ford Motor and Chrysler parent Stellantis likely had no impact on the payrolls count as it started towards the end of week that the government surveyed business establishments for September's employment report.No boost was expected from the end of a months-long strike by Hollywood actors, which resulted in a decrease of 17,000 jobs in the motion picture and sound recording industries in August, as it happened outside the survey period. The strike by roughly 25,700 of the 146,000 hourly members of the UAW is expected to have an impact in October's employment report.The unemployment rate was forecast falling to 3.7% after surging to 3.8% in August, the highest since February 2022. It was driven by a jump among the 20-24 age group, viewed as a volatile cohort.Wage growth likely remained solid, with average hourly earnings forecast to have risen 0.3% after climbing 0.2% in August. That would leave the annual increase in wages unchanged at 4.3% in September.Wages are still rising faster than the 3.5% pace that economists say is consistent with the Fed's 2% target. But as fewer people quit their jobs in search of greener pastures, wage growth could moderate. Since March 2022, the Fed has raised its benchmark overnight interest rate by 525 basis points to the current 5.25%-5.50% range.Labor market strength is helping to sustain the economy, with growth estimates for the third quarter as high as a 4.9% annualized pace, well above what Fed officials regard as the non-inflationary rate of around 1.8%.But dark clouds are gathering over the economy amid rising oil prices and political dysfunction in Washington.Millions of Americans resume student loan repayments this month, which economists say will weigh on consumer spending, impacting purchases of long-lasting manufactured goods, houses as well as travel and entertainment, with ripple effects on employment. Economists estimate that the expiration of the more than three-year moratorium could cut at least $400 per month from budgets of households carrying student debt.\"Where we are right now might be the best it's going to get for a while,\" said Megan Way, associate economics professor at Babson College in Wellesley, Massachusetts. \"You just can't suck that much money out of one sector of the economy and back into debt repayments without it having an impact on the labor market. I wouldn't say it's going to throw the economy into recession, but there are going to be industries that take a hit.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9940830329,"gmtCreate":1677799327861,"gmtModify":1677799332235,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":33,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9940830329","repostId":"2316960400","repostType":4,"repost":{"id":"2316960400","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":1677797923,"share":"https://ttm.financial/m/news/2316960400?lang=&edition=fundamental","pubTime":"2023-03-03 06:58","market":"us","language":"en","title":"U.S. Stocks Gain As Bostic Backs Quarter-Point Hike and Touts Summer Pause","url":"https://stock-news.laohu8.com/highlight/detail?id=2316960400","media":"Reuters","summary":"10-yr Treasury yield holds above 4%Salesforce poised for biggest daily pct gain since August 2020Wee","content":"<html><head></head><body><ul><li>10-yr Treasury yield holds above 4%</li><li>Salesforce poised for biggest daily pct gain since August 2020</li><li>Weekly jobless claims fall more than expected</li><li>Dow up 1.05%, S&amp;P 500 up 0.76%, Nasdaq up 0.73%</li></ul><p><img src=\"https://static.tigerbbs.com/33967626775041ea9a89c9d69c051002\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, March 2 (Reuters) - U.S. stocks rallied on Thursday, as Treasury yields pulled back from earlier highs following comments from Atlanta Federal Reserve President Raphael Bostic about his favored path of interest rate hikes for the central bank.</p><p>Bostic said the central bank could be in a position to pause rate hikes sometime this summer.</p><p>In an argument for quarter-point hikes, Bostic said he favored &#34;slow and steady&#34; as the appropriate course of action for the Fed, as the impact of higher interest rates may only start to be felt in the spring.</p><p>The yield on 10-year Treasury notes had earlier touched a fresh four-month high of 4.091% after data showed the number of Americans filing new unemployment claims fell again last week, indicating continued strength in the labor market, while a separate report showed U.S. labor costs grew faster than initially thought in the fourth quarter. The 10-year yield was last up 6.7 basis points to 4.064%.</p><p>The two-year  U.S. Treasury yield, which typically moves in step with interest rate expectations, was down 0.4 basis points at 4.885% after earlier touching a fresh 15-year high at 4.944%.</p><p>&#34;Bostic has been a little bit more hawkish so the fact that he basically said 25 was comforting because he has been on the hawkish end of hawkish people,&#34; said Rhys Williams, chief strategist at Spouting Rock Asset Management in Bryn Mawr, Pennsylvania.</p><p>&#34;The Fed is not crazy, they understand monetary policy works with a lag, so you are just starting to see now the impact of the first rate hikes, let alone the other 400 basis points they did.&#34;</p><p>The Dow Jones Industrial Average    rose 341.73 points, or 1.05%, to 33,003.57, the S&amp;P 500    gained 29.96 points, or 0.76%, to 3,981.35 and the Nasdaq Composite    added 83.50 points, or 0.73%, to 11,462.98.</p><p>Fed funds futures tied to the Fed&#39;s policy rate see about an even chance that the rate will get to a range of 5.5%-5.75% by September, from the current range of 4.5%-4.75%.</p><p>At the closing bell, Fed Governor Christopher Waller said a string of &#34;hot&#34; data may force the U.S. central bank to raise rates higher than the 5.1%-5.4% range projected by the majority of Federal Reserve policymakers as recently as December.</p><p>Monthly payrolls and consumer prices data in the coming days will offer investors more clues on how aggressive the central bank may be heading into the Fed&#39;s March 21-22 meeting, where it is currently expected to raise rates by 25 basis points.</p><p>The S&amp;P 500 was trading just above its 200-day moving average of about 3,940, seen as a key support level by traders, after briefly falling below it for the first time since Jan. 25 earlier in the session.</p><p>Salesforce Inc    soared 11.50% to notch its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage gain since August 2020, after the cloud-based software firm forecast first-quarter revenue above analysts&#39; estimates and doubled its share buyback to $20 billion.</p><p>Tesla Inc    fell 5.85% after Chief Executive Elon Musk and team&#39;s four-hour presentation failed to impress investors with few details on its plan to unveil an affordable electric vehicle.</p><p>Macy&#39;s Inc    jumped 11.11% after the department store operator forecast full-year profit above Wall Street estimates,</p><p><a href=\"https://laohu8.com/S/SI\">Silvergate Capital</a>    plunged 57.72% after the crypto-focused lender delayed its annual report and said it was evaluating its ability to operate as a going concern.</p><p>Volume on U.S. exchanges was 11.15 billion shares, compared with the 11.46 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.19-to-1 ratio; on Nasdaq, a 1.10-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 10 new 52-week highs and 13 new lows; the Nasdaq Composite recorded 80 new highs and 153 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Gain As Bostic Backs Quarter-Point Hike and Touts Summer Pause</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\">\nU.S. Stocks Gain As Bostic Backs Quarter-Point Hike and Touts Summer Pause\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\">2023-03-03 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>10-yr Treasury yield holds above 4%</li><li>Salesforce poised for biggest daily pct gain since August 2020</li><li>Weekly jobless claims fall more than expected</li><li>Dow up 1.05%, S&amp;P 500 up 0.76%, Nasdaq up 0.73%</li></ul><p><img src=\"https://static.tigerbbs.com/33967626775041ea9a89c9d69c051002\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, March 2 (Reuters) - U.S. stocks rallied on Thursday, as Treasury yields pulled back from earlier highs following comments from Atlanta Federal Reserve President Raphael Bostic about his favored path of interest rate hikes for the central bank.</p><p>Bostic said the central bank could be in a position to pause rate hikes sometime this summer.</p><p>In an argument for quarter-point hikes, Bostic said he favored &#34;slow and steady&#34; as the appropriate course of action for the Fed, as the impact of higher interest rates may only start to be felt in the spring.</p><p>The yield on 10-year Treasury notes had earlier touched a fresh four-month high of 4.091% after data showed the number of Americans filing new unemployment claims fell again last week, indicating continued strength in the labor market, while a separate report showed U.S. labor costs grew faster than initially thought in the fourth quarter. The 10-year yield was last up 6.7 basis points to 4.064%.</p><p>The two-year  U.S. Treasury yield, which typically moves in step with interest rate expectations, was down 0.4 basis points at 4.885% after earlier touching a fresh 15-year high at 4.944%.</p><p>&#34;Bostic has been a little bit more hawkish so the fact that he basically said 25 was comforting because he has been on the hawkish end of hawkish people,&#34; said Rhys Williams, chief strategist at Spouting Rock Asset Management in Bryn Mawr, Pennsylvania.</p><p>&#34;The Fed is not crazy, they understand monetary policy works with a lag, so you are just starting to see now the impact of the first rate hikes, let alone the other 400 basis points they did.&#34;</p><p>The Dow Jones Industrial Average    rose 341.73 points, or 1.05%, to 33,003.57, the S&amp;P 500    gained 29.96 points, or 0.76%, to 3,981.35 and the Nasdaq Composite    added 83.50 points, or 0.73%, to 11,462.98.</p><p>Fed funds futures tied to the Fed&#39;s policy rate see about an even chance that the rate will get to a range of 5.5%-5.75% by September, from the current range of 4.5%-4.75%.</p><p>At the closing bell, Fed Governor Christopher Waller said a string of &#34;hot&#34; data may force the U.S. central bank to raise rates higher than the 5.1%-5.4% range projected by the majority of Federal Reserve policymakers as recently as December.</p><p>Monthly payrolls and consumer prices data in the coming days will offer investors more clues on how aggressive the central bank may be heading into the Fed&#39;s March 21-22 meeting, where it is currently expected to raise rates by 25 basis points.</p><p>The S&amp;P 500 was trading just above its 200-day moving average of about 3,940, seen as a key support level by traders, after briefly falling below it for the first time since Jan. 25 earlier in the session.</p><p>Salesforce Inc    soared 11.50% to notch its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage gain since August 2020, after the cloud-based software firm forecast first-quarter revenue above analysts&#39; estimates and doubled its share buyback to $20 billion.</p><p>Tesla Inc    fell 5.85% after Chief Executive Elon Musk and team&#39;s four-hour presentation failed to impress investors with few details on its plan to unveil an affordable electric vehicle.</p><p>Macy&#39;s Inc    jumped 11.11% after the department store operator forecast full-year profit above Wall Street estimates,</p><p><a href=\"https://laohu8.com/S/SI\">Silvergate Capital</a>    plunged 57.72% after the crypto-focused lender delayed its annual report and said it was evaluating its ability to operate as a going concern.</p><p>Volume on U.S. exchanges was 11.15 billion shares, compared with the 11.46 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.19-to-1 ratio; on Nasdaq, a 1.10-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 10 new 52-week highs and 13 new lows; the Nasdaq Composite recorded 80 new highs and 153 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UDOW":"道指三倍做多ETF-ProShares","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4082":"医疗保健设备","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SPXU":"三倍做空标普500ETF","CGEM":"Cullinan Therapeutics","BK4588":"碎股","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金",".DJI":"道琼斯","LU1046421795.USD":"富达环球科技A-ACC",".IXIC":"NASDAQ Composite","SDOW":"道指三倍做空ETF-ProShares","SPY":"标普500ETF","SANA":"Sana Biotechnology, Inc.","BK4551":"寇图资本持仓","OEX":"标普100",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4561":"索罗斯持仓","DXD":"道指两倍做空ETF","SDS":"两倍做空标普500ETF","BK4504":"桥水持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1548497426.USD":"安联环球人工智能AT Acc","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4548":"巴美列捷福持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","DJX":"1/100道琼斯","BK4528":"SaaS概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IVV":"标普500指数ETF","SH":"标普500反向ETF","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","DOG":"道指反向ETF","BK4567":"ESG概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316960400","content_text":"10-yr Treasury yield holds above 4%Salesforce poised for biggest daily pct gain since August 2020Weekly jobless claims fall more than expectedDow up 1.05%, S&P 500 up 0.76%, Nasdaq up 0.73%NEW YORK, March 2 (Reuters) - U.S. stocks rallied on Thursday, as Treasury yields pulled back from earlier highs following comments from Atlanta Federal Reserve President Raphael Bostic about his favored path of interest rate hikes for the central bank.Bostic said the central bank could be in a position to pause rate hikes sometime this summer.In an argument for quarter-point hikes, Bostic said he favored \"slow and steady\" as the appropriate course of action for the Fed, as the impact of higher interest rates may only start to be felt in the spring.The yield on 10-year Treasury notes had earlier touched a fresh four-month high of 4.091% after data showed the number of Americans filing new unemployment claims fell again last week, indicating continued strength in the labor market, while a separate report showed U.S. labor costs grew faster than initially thought in the fourth quarter. The 10-year yield was last up 6.7 basis points to 4.064%.The two-year  U.S. Treasury yield, which typically moves in step with interest rate expectations, was down 0.4 basis points at 4.885% after earlier touching a fresh 15-year high at 4.944%.\"Bostic has been a little bit more hawkish so the fact that he basically said 25 was comforting because he has been on the hawkish end of hawkish people,\" said Rhys Williams, chief strategist at Spouting Rock Asset Management in Bryn Mawr, Pennsylvania.\"The Fed is not crazy, they understand monetary policy works with a lag, so you are just starting to see now the impact of the first rate hikes, let alone the other 400 basis points they did.\"The Dow Jones Industrial Average    rose 341.73 points, or 1.05%, to 33,003.57, the S&P 500    gained 29.96 points, or 0.76%, to 3,981.35 and the Nasdaq Composite    added 83.50 points, or 0.73%, to 11,462.98.Fed funds futures tied to the Fed's policy rate see about an even chance that the rate will get to a range of 5.5%-5.75% by September, from the current range of 4.5%-4.75%.At the closing bell, Fed Governor Christopher Waller said a string of \"hot\" data may force the U.S. central bank to raise rates higher than the 5.1%-5.4% range projected by the majority of Federal Reserve policymakers as recently as December.Monthly payrolls and consumer prices data in the coming days will offer investors more clues on how aggressive the central bank may be heading into the Fed's March 21-22 meeting, where it is currently expected to raise rates by 25 basis points.The S&P 500 was trading just above its 200-day moving average of about 3,940, seen as a key support level by traders, after briefly falling below it for the first time since Jan. 25 earlier in the session.Salesforce Inc    soared 11.50% to notch its biggest one-day percentage gain since August 2020, after the cloud-based software firm forecast first-quarter revenue above analysts' estimates and doubled its share buyback to $20 billion.Tesla Inc    fell 5.85% after Chief Executive Elon Musk and team's four-hour presentation failed to impress investors with few details on its plan to unveil an affordable electric vehicle.Macy's Inc    jumped 11.11% after the department store operator forecast full-year profit above Wall Street estimates,Silvergate Capital    plunged 57.72% after the crypto-focused lender delayed its annual report and said it was evaluating its ability to operate as a going concern.Volume on U.S. exchanges was 11.15 billion shares, compared with the 11.46 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.19-to-1 ratio; on Nasdaq, a 1.10-to-1 ratio favored advancers.The S&P 500 posted 10 new 52-week highs and 13 new lows; the Nasdaq Composite recorded 80 new highs and 153 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236943169024192,"gmtCreate":1698883144929,"gmtModify":1698883148022,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236943169024192","repostId":"2379551211","repostType":4,"repost":{"id":"2379551211","kind":"highlight","pubTimestamp":1698848784,"share":"https://ttm.financial/m/news/2379551211?lang=&edition=fundamental","pubTime":"2023-11-01 22:26","market":"us","language":"en","title":"Nvidia Forecast: Why NVDA Is Must-Have Stock for Long-Term Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2379551211","media":"InvestorPlace","summary":"Here's why investors with a truly long-term investing time horizon have outperformed those trading NVDA stock and why that could continue.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia (NVDA) has seen some impressive rapid stock price appreciation over the past year. </p></li><li><p>The debate as to whether these gains are sustainable rages on.</p></li><li><p>Those with a long-term perspective may find this stock appealing.</p></li></ul><p>Nvidia is a leading producer of powerful GPU chips that are crucial for the development of advanced technologies. The recent surge in artificial intelligence interest has caused an increased need for incredible computing power, causing NVDA stock to skyrocket. The 187% YTD growth is nothing to scoff at, particularly for a company of Nvidia’s size.</p><p>This has proven that Nvidia is a stock worth owning, rather than trading. Given its rather long, momentum-driven moves, this stock has likely made a few traders plenty of money. However, it’s also a stock that’s proven to be worth buying on pullbacks. Long-term investors who simply bought NVDA stock on every 10%+ pullback have likely done better than the vast majority of traders in this name.</p><p>Thus, while I do think some near-term downside could be on the horizon for Nvidia (its valuation is enough to make most investors dizzy), I also think this is a stock that’s likely to retain its status as one worth holding for the long-term.</p><p>Investors may want to be patient with NVDA stock, but consider buying on future pullbacks, even if the stock appears to be expensive in its current state. Let’s discuss why.</p><h2 id=\"id_556655311\">U.S Chip Ban Isn’t That Scary for Investors</h2><p>Headline-driven selling is something that happens with any stock. Nvidia was obviously hit by the news that the U.S. would be restricting the export of AI chips to China. After all, China remains a massive market for Nvidia, and the ongoing geopolitical tension between the U.S. and China is one of the only major overhangs for this stock.</p><p>That said, I think investors may want to wait for the dust to settle before panic selling.</p><p>These trade restrictions between the U.S. and China are typically temporary. Nvidia remains a dominant AI chip provider in China with over 90% market share. Thus, so long as AI demand continues to grow globally, Nvidia should have plenty of runway to grow while these geopolitical issues get hammered out. Nvidia can’t currently meet existing demand, so I’m not worried about this ban at the moment.</p><h2 id=\"id_1738462705\">Nvidia Is Strong in Generative AI</h2><p>Over nearly a decade, the Nvidia Jetson platform gained broad adoption in various industries. Generative AI’s impact extends beyond text and language to computer vision. This benefits autonomous machines and robotics, offering faster development and greater accuracy than traditional methods.</p><p>Nvidia has harnessed the capabilities of generative AI for recognizing and interacting with untrained elements. This extends to video search, asset tracking and edge computing, advancing, advancing computer vision. The company’s Jetson Generative AI Lab empowers developers to use open-source generative AI models for edge computing. This new software enables edge-based generative AI, making an easy start for Jetson developers.</p><p>Thus, for those bullish on Nvidia’s position in the AI race, this is a key catalyst to watch.</p><h2 id=\"id_316274856\">Arm-Based PC Chips by Nvidia</h2><p>Nvidia is partnering with <a href=\"https://laohu8.com/S/ARM\">Arm Holdings</a> to expand into CPU design for Microsoft Windows. This move is seen as a challenge to Apple, which gained market share with its in-house Arm-based chips for Macs.</p><p>Nvidia also intends to manufacture PC-chips with Advanced Micro Devices potentially releasing them as early as 2025. Arm-based laptop chip maker Qualcomm will also unveil more information about its flagship chip designed by former Apple engineers.</p><h2 id=\"id_8902379\">Where Is NVDA Stock Headed from Here?</h2><p>AI technology offers significant potential for productivity and efficiency gains. As new AI applications continue to emerge, demand for AI chips, like Nvidia’s, remains high. While competitors like AMD and Intel enter the AI chip market, Nvidia’s strong position should mitigate their impact.</p><p>Beyond AI, Nvidia has non-AI catalysts, including a rebound in gaming chip demand and the potential to challenge Intel in the PC chip space. Given these factors, NVDA stock presents an appealing long-term investment opportunity, despite its currently pricey valuation.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Forecast: Why NVDA Is Must-Have Stock for Long-Term Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Forecast: Why NVDA Is Must-Have Stock for Long-Term Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-01 22:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/10/nvidia-forecast-why-nvda-is-must-have-stock-for-long-term-investors/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NVDA) has seen some impressive rapid stock price appreciation over the past year. The debate as to whether these gains are sustainable rages on.Those with a long-term perspective may find this...</p>\n\n<a href=\"https://investorplace.com/2023/10/nvidia-forecast-why-nvda-is-must-have-stock-for-long-term-investors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://investorplace.com/2023/10/nvidia-forecast-why-nvda-is-must-have-stock-for-long-term-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2379551211","content_text":"Nvidia (NVDA) has seen some impressive rapid stock price appreciation over the past year. The debate as to whether these gains are sustainable rages on.Those with a long-term perspective may find this stock appealing.Nvidia is a leading producer of powerful GPU chips that are crucial for the development of advanced technologies. The recent surge in artificial intelligence interest has caused an increased need for incredible computing power, causing NVDA stock to skyrocket. The 187% YTD growth is nothing to scoff at, particularly for a company of Nvidia’s size.This has proven that Nvidia is a stock worth owning, rather than trading. Given its rather long, momentum-driven moves, this stock has likely made a few traders plenty of money. However, it’s also a stock that’s proven to be worth buying on pullbacks. Long-term investors who simply bought NVDA stock on every 10%+ pullback have likely done better than the vast majority of traders in this name.Thus, while I do think some near-term downside could be on the horizon for Nvidia (its valuation is enough to make most investors dizzy), I also think this is a stock that’s likely to retain its status as one worth holding for the long-term.Investors may want to be patient with NVDA stock, but consider buying on future pullbacks, even if the stock appears to be expensive in its current state. Let’s discuss why.U.S Chip Ban Isn’t That Scary for InvestorsHeadline-driven selling is something that happens with any stock. Nvidia was obviously hit by the news that the U.S. would be restricting the export of AI chips to China. After all, China remains a massive market for Nvidia, and the ongoing geopolitical tension between the U.S. and China is one of the only major overhangs for this stock.That said, I think investors may want to wait for the dust to settle before panic selling.These trade restrictions between the U.S. and China are typically temporary. Nvidia remains a dominant AI chip provider in China with over 90% market share. Thus, so long as AI demand continues to grow globally, Nvidia should have plenty of runway to grow while these geopolitical issues get hammered out. Nvidia can’t currently meet existing demand, so I’m not worried about this ban at the moment.Nvidia Is Strong in Generative AIOver nearly a decade, the Nvidia Jetson platform gained broad adoption in various industries. Generative AI’s impact extends beyond text and language to computer vision. This benefits autonomous machines and robotics, offering faster development and greater accuracy than traditional methods.Nvidia has harnessed the capabilities of generative AI for recognizing and interacting with untrained elements. This extends to video search, asset tracking and edge computing, advancing, advancing computer vision. The company’s Jetson Generative AI Lab empowers developers to use open-source generative AI models for edge computing. This new software enables edge-based generative AI, making an easy start for Jetson developers.Thus, for those bullish on Nvidia’s position in the AI race, this is a key catalyst to watch.Arm-Based PC Chips by NvidiaNvidia is partnering with Arm Holdings to expand into CPU design for Microsoft Windows. This move is seen as a challenge to Apple, which gained market share with its in-house Arm-based chips for Macs.Nvidia also intends to manufacture PC-chips with Advanced Micro Devices potentially releasing them as early as 2025. Arm-based laptop chip maker Qualcomm will also unveil more information about its flagship chip designed by former Apple engineers.Where Is NVDA Stock Headed from Here?AI technology offers significant potential for productivity and efficiency gains. As new AI applications continue to emerge, demand for AI chips, like Nvidia’s, remains high. While competitors like AMD and Intel enter the AI chip market, Nvidia’s strong position should mitigate their impact.Beyond AI, Nvidia has non-AI catalysts, including a rebound in gaming chip demand and the potential to challenge Intel in the PC chip space. Given these factors, NVDA stock presents an appealing long-term investment opportunity, despite its currently pricey valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940524877,"gmtCreate":1678062183999,"gmtModify":1678062187440,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":26,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940524877","repostId":"2317160870","repostType":4,"repost":{"id":"2317160870","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":1678056831,"share":"https://ttm.financial/m/news/2317160870?lang=&edition=fundamental","pubTime":"2023-03-06 06:53","market":"us","language":"en","title":"Jobs Report; Powell Testifies; Sea, JD.com, CrowdStrike Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2317160870","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n  The latest data on the U.S. job market and several major earning reports w","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Nicholas Jasinski \n</p>\n<p>\n  The latest data on the U.S. job market and several major earning reports will be this week's highlights. \n</p>\n<p>\n     On Wednesday, the Bureau of Labor Statistics will release the Job Openings and Labor Turnover Survey, or JOLTS. The consensus estimate is for 10.7 million job openings on the last business day of January, which would be a slight decline from December. \n</p>\n<p>\n     On Friday, the BLS releases February jobs data. Economists expect a gain of 215,000 nonfarm payrolls and for the unemployment rate to hold steady at 3.4%. Job growth surprised to the upside in January, with the U.S. economy adding 517,000 payrolls. \n</p>\n<p>\n     Companies reporting this week will include Ciena on Monday, CrowdStrike Holdings and Dick's Sporting Goods on Tuesday, and  Brown-Forman and Campbell Soup on Wednesday.  JD.com, Oracle, and Ulta Beauty will release results on Thursday. \n</p>\n<p>\n     General Electric will host an investor day on Thursday. Management will discuss expectations and plans for the year ahead and for the upcoming spinoff of GE's power business. Apple will hold its annual shareholders meeting on Friday. \n</p>\n<p>\n     Finally, the Bank of Japan will announce a monetary-policy decision on Friday. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. \n</p>\n<p>\n     Monday 3/6 \n</p>\n<p>\n     Ciena, Nutanix, and Trip.com report quarterly results. \n</p>\n<p>\n     Merck hosts an investor event in New Orleans to discuss its cardiovascular drug pipeline, in conjunction with the American College of Cardiology and World Heart Federation Expo. \n</p>\n<p>\n     Tuesday 3/7 \n</p>\n<p>\n     Casey's General Store, CrowdStrike Holdings, and Dick's Sporting Goods announce earnings. \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for January. In 2022, total consumer debt increased 7.8%, the largest jump since 2001, to a record $4.78 trillion. Nonrevolving credit -- mainly mortgages as well as auto and student loans -- rose 5.6%, while revolving credit -- mostly credit-card debt -- spiked 14.8%. \n</p>\n<p>\n     Wednesday 3/8 \n</p>\n<p>\n     ADP releases its National Employment report for February. Economists forecast an increase of 180,000 private-sector jobs, after a rise of 106,000 in January. The leisure and hospitality industry led the way in January. \n</p>\n<p>\n     Brown-Forman, Campbell Soup, and MongoDB release quarterly results. \n</p>\n<p>\n     The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10.7 million job openings on the last business day of January, slightly less than in December. Job openings remained historically elevated, and there are currently nearly two openings for every unemployed person. \n</p>\n<p>\n     Thursday 3/9 \n</p>\n<p>\n     JD.com, Oracle, and Ulta Beauty hold conference calls to discuss earnings. \n</p>\n<p>\n     General Electric hosts an investor meeting to discuss the coming year and the pending spinoff of GE Vernova, which includes GE's Digital, Renewable Energy, and Power business. The spinoff is expected to be completed early next year. \n</p>\n<p>\n     The Federal Reserve releases the Financial Accounts of the U.S., which includes total household net worth data, for the fourth quarter. As of Sept. 30, household net worth totaled $143.3 trillion, about $7 trillion less than the record high reached in the fourth quarter of 2021. \n</p>\n<p>\n     Friday 3/10 \n</p>\n<p>\n     Apple holds its annual shareholders meeting in a virtual format. \n</p>\n<p>\n     The Bank of Japan announces its monetary-policy decision. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. Haruhiko Kuroda, the governor of the BOJ and architect of its negative interest-rate policy, will retire in April. Incoming Gov. Kazuo Ueda is expected to maintain the BOJ's ultraloose monetary policy. \n</p>\n<p>\n     The BLS releases the jobs report for February. The economy is expected to have added 215,000 nonfarm jobs, following a gain of 517,000 in January. The January data outpaced consensus estimate by more than 300,000. Economists forecast the unemployment rate to remain unchanged at 3.4%, the lowest in more than a half-century. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 05, 2023 21:48 ET (02:48 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jobs Report; Powell Testifies; Sea, JD.com, CrowdStrike Earnings: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJobs Report; Powell Testifies; Sea, JD.com, CrowdStrike Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-06 06:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Nicholas Jasinski \n</p>\n<p>\n  The latest data on the U.S. job market and several major earning reports will be this week's highlights. \n</p>\n<p>\n     On Wednesday, the Bureau of Labor Statistics will release the Job Openings and Labor Turnover Survey, or JOLTS. The consensus estimate is for 10.7 million job openings on the last business day of January, which would be a slight decline from December. \n</p>\n<p>\n     On Friday, the BLS releases February jobs data. Economists expect a gain of 215,000 nonfarm payrolls and for the unemployment rate to hold steady at 3.4%. Job growth surprised to the upside in January, with the U.S. economy adding 517,000 payrolls. \n</p>\n<p>\n     Companies reporting this week will include Ciena on Monday, CrowdStrike Holdings and Dick's Sporting Goods on Tuesday, and  Brown-Forman and Campbell Soup on Wednesday.  JD.com, Oracle, and Ulta Beauty will release results on Thursday. \n</p>\n<p>\n     General Electric will host an investor day on Thursday. Management will discuss expectations and plans for the year ahead and for the upcoming spinoff of GE's power business. Apple will hold its annual shareholders meeting on Friday. \n</p>\n<p>\n     Finally, the Bank of Japan will announce a monetary-policy decision on Friday. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. \n</p>\n<p>\n     Monday 3/6 \n</p>\n<p>\n     Ciena, Nutanix, and Trip.com report quarterly results. \n</p>\n<p>\n     Merck hosts an investor event in New Orleans to discuss its cardiovascular drug pipeline, in conjunction with the American College of Cardiology and World Heart Federation Expo. \n</p>\n<p>\n     Tuesday 3/7 \n</p>\n<p>\n     Casey's General Store, CrowdStrike Holdings, and Dick's Sporting Goods announce earnings. \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for January. In 2022, total consumer debt increased 7.8%, the largest jump since 2001, to a record $4.78 trillion. Nonrevolving credit -- mainly mortgages as well as auto and student loans -- rose 5.6%, while revolving credit -- mostly credit-card debt -- spiked 14.8%. \n</p>\n<p>\n     Wednesday 3/8 \n</p>\n<p>\n     ADP releases its National Employment report for February. Economists forecast an increase of 180,000 private-sector jobs, after a rise of 106,000 in January. The leisure and hospitality industry led the way in January. \n</p>\n<p>\n     Brown-Forman, Campbell Soup, and MongoDB release quarterly results. \n</p>\n<p>\n     The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10.7 million job openings on the last business day of January, slightly less than in December. Job openings remained historically elevated, and there are currently nearly two openings for every unemployed person. \n</p>\n<p>\n     Thursday 3/9 \n</p>\n<p>\n     JD.com, Oracle, and Ulta Beauty hold conference calls to discuss earnings. \n</p>\n<p>\n     General Electric hosts an investor meeting to discuss the coming year and the pending spinoff of GE Vernova, which includes GE's Digital, Renewable Energy, and Power business. The spinoff is expected to be completed early next year. \n</p>\n<p>\n     The Federal Reserve releases the Financial Accounts of the U.S., which includes total household net worth data, for the fourth quarter. As of Sept. 30, household net worth totaled $143.3 trillion, about $7 trillion less than the record high reached in the fourth quarter of 2021. \n</p>\n<p>\n     Friday 3/10 \n</p>\n<p>\n     Apple holds its annual shareholders meeting in a virtual format. \n</p>\n<p>\n     The Bank of Japan announces its monetary-policy decision. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. Haruhiko Kuroda, the governor of the BOJ and architect of its negative interest-rate policy, will retire in April. Incoming Gov. Kazuo Ueda is expected to maintain the BOJ's ultraloose monetary policy. \n</p>\n<p>\n     The BLS releases the jobs report for February. The economy is expected to have added 215,000 nonfarm jobs, following a gain of 517,000 in January. The January data outpaced consensus estimate by more than 300,000. Economists forecast the unemployment rate to remain unchanged at 3.4%, the lowest in more than a half-century. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 05, 2023 21:48 ET (02:48 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","CRWD":"CrowdStrike Holdings, Inc.","CIEN":"Ciena科技","GE":"GE航空航天","ISBC":"投资者银行",".SPX":"S&P 500 Index","AAPL":"苹果",".DJI":"道琼斯","SE":"Sea Ltd","ORCL":"甲骨文"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317160870","content_text":"By Nicholas Jasinski \n\n\n  The latest data on the U.S. job market and several major earning reports will be this week's highlights. \n\n\n     On Wednesday, the Bureau of Labor Statistics will release the Job Openings and Labor Turnover Survey, or JOLTS. The consensus estimate is for 10.7 million job openings on the last business day of January, which would be a slight decline from December. \n\n\n     On Friday, the BLS releases February jobs data. Economists expect a gain of 215,000 nonfarm payrolls and for the unemployment rate to hold steady at 3.4%. Job growth surprised to the upside in January, with the U.S. economy adding 517,000 payrolls. \n\n\n     Companies reporting this week will include Ciena on Monday, CrowdStrike Holdings and Dick's Sporting Goods on Tuesday, and  Brown-Forman and Campbell Soup on Wednesday.  JD.com, Oracle, and Ulta Beauty will release results on Thursday. \n\n\n     General Electric will host an investor day on Thursday. Management will discuss expectations and plans for the year ahead and for the upcoming spinoff of GE's power business. Apple will hold its annual shareholders meeting on Friday. \n\n\n     Finally, the Bank of Japan will announce a monetary-policy decision on Friday. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. \n\n\n     Monday 3/6 \n\n\n     Ciena, Nutanix, and Trip.com report quarterly results. \n\n\n     Merck hosts an investor event in New Orleans to discuss its cardiovascular drug pipeline, in conjunction with the American College of Cardiology and World Heart Federation Expo. \n\n\n     Tuesday 3/7 \n\n\n     Casey's General Store, CrowdStrike Holdings, and Dick's Sporting Goods announce earnings. \n\n\n     The Federal Reserve reports consumer credit data for January. In 2022, total consumer debt increased 7.8%, the largest jump since 2001, to a record $4.78 trillion. Nonrevolving credit -- mainly mortgages as well as auto and student loans -- rose 5.6%, while revolving credit -- mostly credit-card debt -- spiked 14.8%. \n\n\n     Wednesday 3/8 \n\n\n     ADP releases its National Employment report for February. Economists forecast an increase of 180,000 private-sector jobs, after a rise of 106,000 in January. The leisure and hospitality industry led the way in January. \n\n\n     Brown-Forman, Campbell Soup, and MongoDB release quarterly results. \n\n\n     The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10.7 million job openings on the last business day of January, slightly less than in December. Job openings remained historically elevated, and there are currently nearly two openings for every unemployed person. \n\n\n     Thursday 3/9 \n\n\n     JD.com, Oracle, and Ulta Beauty hold conference calls to discuss earnings. \n\n\n     General Electric hosts an investor meeting to discuss the coming year and the pending spinoff of GE Vernova, which includes GE's Digital, Renewable Energy, and Power business. The spinoff is expected to be completed early next year. \n\n\n     The Federal Reserve releases the Financial Accounts of the U.S., which includes total household net worth data, for the fourth quarter. As of Sept. 30, household net worth totaled $143.3 trillion, about $7 trillion less than the record high reached in the fourth quarter of 2021. \n\n\n     Friday 3/10 \n\n\n     Apple holds its annual shareholders meeting in a virtual format. \n\n\n     The Bank of Japan announces its monetary-policy decision. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. Haruhiko Kuroda, the governor of the BOJ and architect of its negative interest-rate policy, will retire in April. Incoming Gov. Kazuo Ueda is expected to maintain the BOJ's ultraloose monetary policy. \n\n\n     The BLS releases the jobs report for February. The economy is expected to have added 215,000 nonfarm jobs, following a gain of 517,000 in January. The January data outpaced consensus estimate by more than 300,000. Economists forecast the unemployment rate to remain unchanged at 3.4%, the lowest in more than a half-century. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 05, 2023 21:48 ET (02:48 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232005832225008,"gmtCreate":1697672224693,"gmtModify":1697672227879,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232005832225008","repostId":"1189506427","repostType":2,"repost":{"id":"1189506427","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1697665666,"share":"https://ttm.financial/m/news/1189506427?lang=&edition=fundamental","pubTime":"2023-10-19 05:47","market":"us","language":"en","title":"Netflix Soars 12.8% As It Beats Profit Expectations on Huge Spike in Subscribers, Price Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1189506427","media":"Reuters","summary":"$Netflix (NFLX)$ raised subscription prices for some of its streaming plans in the United States, Britain and France on Wednesday as it shattered new customer expectations, sending its shares soaring ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NFLX\">Netflix </a> raised subscription prices for some of its streaming plans in the United States, Britain and France on Wednesday as it shattered new customer expectations, sending its shares soaring 12.83%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12d20bc8135b7242b6d7e605321f2204\" tg-width=\"832\" tg-height=\"625\"/></p><p style=\"text-align: start;\">The company picked up nearly 9 million new customers around the globe, surpassing the 6 million consensus forecast of Wall Street analysts surveyed by LSEG.</p><p style=\"text-align: start;\">Netflix credited the gains to its crackdown on password-sharing and a steady flow of new programming such as global hit &#34;One Piece.&#34;</p><p>The company raised the U.S. price of the premium ad-free plan by $3 per month to $22.99. The one-stream basic plan rose by $2 per month.</p><p style=\"text-align: start;\">The streaming video pioneer has been searching for ways to increase revenue as it nears market saturation in the United States and faces competition from <a href=\"https://laohu8.com/S/DIS\">Walt Disney </a>, <a href=\"https://laohu8.com/S/WBD\">Warner Bros Discovery</a> and others.</p><p>PP Foresight analyst Paolo Pescatore said the company&#39;s third-quarter growth was a testament to its password crackdown and the opportunities for future growth as it moves into advertising.</p><p style=\"text-align: start;\">&#34;It is firing on all cylinders, with recent efforts all heading in the right direction,&#34; he said.</p><h3 id=\"id_2610550563\" style=\"text-align: start;\">GLOBAL PRICE HIKES</h3><p style=\"text-align: start;\">In Britain, Netflix increased the basic plan price by 1 pound to 7.99 pounds. In France, basic rose by 2 Euros to 10.99 Euros.</p><p>The price hikes were announced in a third quarter earnings report that showed the company&#39;s global subscriber base reached 247 million at the end of September.</p><p style=\"text-align: start;\">The company posted revenue of $8.542 billion, in line with analyst forecasts. Earnings-per-share came in at $3.73, ahead of Wall Street&#39;s expectation of $3.49.</p><p style=\"text-align: start;\">Netflix projected fourth quarter revenue of $8.69 billion fell slightly below the $8.77 billion forecast of analysts polled by LSEG.</p><p style=\"text-align: start;\">Media companies like Netflix have been grappling with labor tensions in Hollywood. While film and television actors have ratified a new contract, actors remain on strike.</p><p style=\"text-align: start;\">The work stoppages shut down Netflix productions such as &#34;Stranger Things.&#34; The company argues, however, that it has navigated the strikes better than competitors because many of its productions take place outside the United States.</p><p style=\"text-align: start;\">The strikes prompted Netflix to revise its projections on content spending. The company estimated it would invest around $13 billion on content in 2023, assuming the studios reach a settlement with striking actors &#34;in the near future.&#34;</p><p style=\"text-align: start;\">That was down from the $17 billion it expected to spend.</p><p style=\"text-align: start;\">Netflix said it continued to dominate viewership even with the strikes. Netflix programming accounted for 8% of television screen time, second only to YouTube, the company said, citing Nielsen data.</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>Netflix Soars 12.8% As It Beats Profit Expectations on Huge Spike in Subscribers, Price Hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Soars 12.8% As It Beats Profit Expectations on Huge Spike in Subscribers, Price Hikes\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\">2023-10-19 05:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NFLX\">Netflix </a> raised subscription prices for some of its streaming plans in the United States, Britain and France on Wednesday as it shattered new customer expectations, sending its shares soaring 12.83%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12d20bc8135b7242b6d7e605321f2204\" tg-width=\"832\" tg-height=\"625\"/></p><p style=\"text-align: start;\">The company picked up nearly 9 million new customers around the globe, surpassing the 6 million consensus forecast of Wall Street analysts surveyed by LSEG.</p><p style=\"text-align: start;\">Netflix credited the gains to its crackdown on password-sharing and a steady flow of new programming such as global hit &#34;One Piece.&#34;</p><p>The company raised the U.S. price of the premium ad-free plan by $3 per month to $22.99. The one-stream basic plan rose by $2 per month.</p><p style=\"text-align: start;\">The streaming video pioneer has been searching for ways to increase revenue as it nears market saturation in the United States and faces competition from <a href=\"https://laohu8.com/S/DIS\">Walt Disney </a>, <a href=\"https://laohu8.com/S/WBD\">Warner Bros Discovery</a> and others.</p><p>PP Foresight analyst Paolo Pescatore said the company&#39;s third-quarter growth was a testament to its password crackdown and the opportunities for future growth as it moves into advertising.</p><p style=\"text-align: start;\">&#34;It is firing on all cylinders, with recent efforts all heading in the right direction,&#34; he said.</p><h3 id=\"id_2610550563\" style=\"text-align: start;\">GLOBAL PRICE HIKES</h3><p style=\"text-align: start;\">In Britain, Netflix increased the basic plan price by 1 pound to 7.99 pounds. In France, basic rose by 2 Euros to 10.99 Euros.</p><p>The price hikes were announced in a third quarter earnings report that showed the company&#39;s global subscriber base reached 247 million at the end of September.</p><p style=\"text-align: start;\">The company posted revenue of $8.542 billion, in line with analyst forecasts. Earnings-per-share came in at $3.73, ahead of Wall Street&#39;s expectation of $3.49.</p><p style=\"text-align: start;\">Netflix projected fourth quarter revenue of $8.69 billion fell slightly below the $8.77 billion forecast of analysts polled by LSEG.</p><p style=\"text-align: start;\">Media companies like Netflix have been grappling with labor tensions in Hollywood. While film and television actors have ratified a new contract, actors remain on strike.</p><p style=\"text-align: start;\">The work stoppages shut down Netflix productions such as &#34;Stranger Things.&#34; The company argues, however, that it has navigated the strikes better than competitors because many of its productions take place outside the United States.</p><p style=\"text-align: start;\">The strikes prompted Netflix to revise its projections on content spending. The company estimated it would invest around $13 billion on content in 2023, assuming the studios reach a settlement with striking actors &#34;in the near future.&#34;</p><p style=\"text-align: start;\">That was down from the $17 billion it expected to spend.</p><p style=\"text-align: start;\">Netflix said it continued to dominate viewership even with the strikes. Netflix programming accounted for 8% of television screen time, second only to YouTube, the company said, citing Nielsen data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189506427","content_text":"Netflix  raised subscription prices for some of its streaming plans in the United States, Britain and France on Wednesday as it shattered new customer expectations, sending its shares soaring 12.83%.The company picked up nearly 9 million new customers around the globe, surpassing the 6 million consensus forecast of Wall Street analysts surveyed by LSEG.Netflix credited the gains to its crackdown on password-sharing and a steady flow of new programming such as global hit \"One Piece.\"The company raised the U.S. price of the premium ad-free plan by $3 per month to $22.99. The one-stream basic plan rose by $2 per month.The streaming video pioneer has been searching for ways to increase revenue as it nears market saturation in the United States and faces competition from Walt Disney , Warner Bros Discovery and others.PP Foresight analyst Paolo Pescatore said the company's third-quarter growth was a testament to its password crackdown and the opportunities for future growth as it moves into advertising.\"It is firing on all cylinders, with recent efforts all heading in the right direction,\" he said.GLOBAL PRICE HIKESIn Britain, Netflix increased the basic plan price by 1 pound to 7.99 pounds. In France, basic rose by 2 Euros to 10.99 Euros.The price hikes were announced in a third quarter earnings report that showed the company's global subscriber base reached 247 million at the end of September.The company posted revenue of $8.542 billion, in line with analyst forecasts. Earnings-per-share came in at $3.73, ahead of Wall Street's expectation of $3.49.Netflix projected fourth quarter revenue of $8.69 billion fell slightly below the $8.77 billion forecast of analysts polled by LSEG.Media companies like Netflix have been grappling with labor tensions in Hollywood. While film and television actors have ratified a new contract, actors remain on strike.The work stoppages shut down Netflix productions such as \"Stranger Things.\" The company argues, however, that it has navigated the strikes better than competitors because many of its productions take place outside the United States.The strikes prompted Netflix to revise its projections on content spending. The company estimated it would invest around $13 billion on content in 2023, assuming the studios reach a settlement with striking actors \"in the near future.\"That was down from the $17 billion it expected to spend.Netflix said it continued to dominate viewership even with the strikes. Netflix programming accounted for 8% of television screen time, second only to YouTube, the company said, citing Nielsen data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209337746141288,"gmtCreate":1692144679477,"gmtModify":1692144682660,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209337746141288","repostId":"2359482869","repostType":4,"repost":{"id":"2359482869","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1692140047,"share":"https://ttm.financial/m/news/2359482869?lang=&edition=fundamental","pubTime":"2023-08-16 06:54","market":"us","language":"en","title":"Post-Bell | Nasdaq, S&P Slip More Than 1%; Sea Tanks Over 28% While EV Maker VinFast Soars 255%","url":"https://stock-news.laohu8.com/highlight/detail?id=2359482869","media":"Tiger Newspress","summary":"(Reuters) - Wall Street's main stock indexes closed sharply lower on Tuesday after stronger-than-expected retail sales data stoked worries interest rates could stay higher for longer, while U.S. big b","content":"<html><head></head><body><p>Wall Street&#39;s main stock indexes closed sharply lower on Tuesday after stronger-than-expected retail sales data stoked worries interest rates could stay higher for longer, while U.S. big banks dropped on a report that Fitch could downgrade some lenders.</p><h2 id=\"id_542184749\">Market Snapshot</h2><p>The S&amp;P 500 dropped 1.16% to end the session at 4,437.86 points. The S&amp;P 500 closed below its 50-day moving average for the first time since March.</p><p>The Nasdaq declined 1.14% to 13,631.05 points, while Dow Jones Industrial Average declined 1.02% to 34,946.39 points.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5633ffecdf7aede42b3370a7920f1716\" title=\"\" tg-width=\"1170\" tg-height=\"481\"/></p><h2 id=\"id_3408881008\">Market Movers</h2><p><strong>Banks saw the brunt of the selling.</strong> A report said ratings agency Fitch could downgrade multiple banks. Shares of <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> fell 2.5%, <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> fell 3.2% and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> dropped 2.3%.</p><p>&#34;The story from Fitch about potential downgrades to multiple U.S. banks (is) weighing on sentiment,&#34; said Michael James, managing director of equity trading at Wedbush Securities.</p><p>Shares of regional lenders <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a>, <a href=\"https://laohu8.com/S/ZION\">Zions Bancorp</a> and <a href=\"https://laohu8.com/S/WAL\">Western Alliance Bank</a> slipped between 3.7% to 4.5% after the Federal Deposit Insurance Corp&#39;s latest regulatory overhaul proposal.</p><p><strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>:</strong> Technology stocks fared slightly better, thanks to 0.4% rise in shares of Nvidia after UBS and Wells Fargo lifted their price targets on the stock.</p><p>Nvidia posted its biggest one-day percentage since late May in the previous session following bullish comments from <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a>, with analysts also saying investors were piling into the stock in the run-up to its earnings next week.</p><p><strong>Hot Chinese ADRs slid:</strong> U.S.-listed shares of Chinese companies also dropped with e-commerce firm <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> down 2% and among those leading the slide after another round of disappointing economic data from</p><p><strong>Among other stocks</strong>: <a href=\"https://laohu8.com/S/GM\">General Motors</a> fell 2.3% after Berkshire Hathaway cut its stake in the automaker.</p><p>Warren Buffett&#39;s Berkshire disclosed a new investment in homebuilder <a href=\"https://laohu8.com/S/DHI\">D.R. Horton</a>, which ended 2.9% higher.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af99aaefa87110c2740f4594d0457d52\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_799149498\">Market News</h2><h3 id=\"id_4135119369\">Singapore&#39;s Sea Misses Quarterly Revenue Estimates</h3><p>Southeast Asian technology firm Sea Ltd missed estimates for second-quarter revenue on Tuesday, as consumers held back spending on Internet and discretionary services.</p><p style=\"text-align: start;\">U.S.-listed shares of Sea tanked 28.68% on Tuesday.</p><h3 id=\"id_423696257\">EV Maker VinFast Soars 255% After the Completion of SPAC Merger</h3><p><a href=\"https://laohu8.com/S/VFS\">VinFast Auto Ltd.</a> and Black Spade Acquisition Co (NYSE: BSAQ) (&#34;Black Spade&#34;) yesterday announced the completion of their previously announced business combination (the &#34;Business Combination&#34;). The listed company following the Business Combination is VinFast Auto Ltd., and its shares and warrants commence trading on the Nasdaq Stock Market LLC (&#34;Nasdaq&#34;) under the ticker symbols &#34;VFS&#34; and &#34;VFSWW,&#34; respectively, on August 15, 2023.</p><p>VinFast Auto shares surged 254.64% on Tuesday.</p><h3 id=\"id_2924187197\">Tencent Music&#39;s Quarterly Revenue Rises As More Chinese Users Pay for Music</h3><p>China&#39;s Tencent Music Entertainment Group, said on Tuesday second-quarter revenue rose 5.5% from a year ago, driven by growth in paying users on its Spotify-like music streaming platform and a recovery in the advertising market.</p><p>Total revenue of the company, controlled by Chinese tech giant Tencent Holdings Ltd, stood at 7.29 billion yuan ($1.00 billion) in the quarter ended June 30, in line with Wall Street estimates, according to Refinitiv data.</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>Post-Bell | Nasdaq, S&P Slip More Than 1%; Sea Tanks Over 28% While EV Maker VinFast Soars 255%</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\">\nPost-Bell | Nasdaq, S&P Slip More Than 1%; Sea Tanks Over 28% While EV Maker VinFast Soars 255%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-08-16 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street&#39;s main stock indexes closed sharply lower on Tuesday after stronger-than-expected retail sales data stoked worries interest rates could stay higher for longer, while U.S. big banks dropped on a report that Fitch could downgrade some lenders.</p><h2 id=\"id_542184749\">Market Snapshot</h2><p>The S&amp;P 500 dropped 1.16% to end the session at 4,437.86 points. The S&amp;P 500 closed below its 50-day moving average for the first time since March.</p><p>The Nasdaq declined 1.14% to 13,631.05 points, while Dow Jones Industrial Average declined 1.02% to 34,946.39 points.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5633ffecdf7aede42b3370a7920f1716\" title=\"\" tg-width=\"1170\" tg-height=\"481\"/></p><h2 id=\"id_3408881008\">Market Movers</h2><p><strong>Banks saw the brunt of the selling.</strong> A report said ratings agency Fitch could downgrade multiple banks. Shares of <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> fell 2.5%, <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> fell 3.2% and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> dropped 2.3%.</p><p>&#34;The story from Fitch about potential downgrades to multiple U.S. banks (is) weighing on sentiment,&#34; said Michael James, managing director of equity trading at Wedbush Securities.</p><p>Shares of regional lenders <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a>, <a href=\"https://laohu8.com/S/ZION\">Zions Bancorp</a> and <a href=\"https://laohu8.com/S/WAL\">Western Alliance Bank</a> slipped between 3.7% to 4.5% after the Federal Deposit Insurance Corp&#39;s latest regulatory overhaul proposal.</p><p><strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>:</strong> Technology stocks fared slightly better, thanks to 0.4% rise in shares of Nvidia after UBS and Wells Fargo lifted their price targets on the stock.</p><p>Nvidia posted its biggest one-day percentage since late May in the previous session following bullish comments from <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a>, with analysts also saying investors were piling into the stock in the run-up to its earnings next week.</p><p><strong>Hot Chinese ADRs slid:</strong> U.S.-listed shares of Chinese companies also dropped with e-commerce firm <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> down 2% and among those leading the slide after another round of disappointing economic data from</p><p><strong>Among other stocks</strong>: <a href=\"https://laohu8.com/S/GM\">General Motors</a> fell 2.3% after Berkshire Hathaway cut its stake in the automaker.</p><p>Warren Buffett&#39;s Berkshire disclosed a new investment in homebuilder <a href=\"https://laohu8.com/S/DHI\">D.R. Horton</a>, which ended 2.9% higher.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af99aaefa87110c2740f4594d0457d52\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_799149498\">Market News</h2><h3 id=\"id_4135119369\">Singapore&#39;s Sea Misses Quarterly Revenue Estimates</h3><p>Southeast Asian technology firm Sea Ltd missed estimates for second-quarter revenue on Tuesday, as consumers held back spending on Internet and discretionary services.</p><p style=\"text-align: start;\">U.S.-listed shares of Sea tanked 28.68% on Tuesday.</p><h3 id=\"id_423696257\">EV Maker VinFast Soars 255% After the Completion of SPAC Merger</h3><p><a href=\"https://laohu8.com/S/VFS\">VinFast Auto Ltd.</a> and Black Spade Acquisition Co (NYSE: BSAQ) (&#34;Black Spade&#34;) yesterday announced the completion of their previously announced business combination (the &#34;Business Combination&#34;). The listed company following the Business Combination is VinFast Auto Ltd., and its shares and warrants commence trading on the Nasdaq Stock Market LLC (&#34;Nasdaq&#34;) under the ticker symbols &#34;VFS&#34; and &#34;VFSWW,&#34; respectively, on August 15, 2023.</p><p>VinFast Auto shares surged 254.64% on Tuesday.</p><h3 id=\"id_2924187197\">Tencent Music&#39;s Quarterly Revenue Rises As More Chinese Users Pay for Music</h3><p>China&#39;s Tencent Music Entertainment Group, said on Tuesday second-quarter revenue rose 5.5% from a year ago, driven by growth in paying users on its Spotify-like music streaming platform and a recovery in the advertising market.</p><p>Total revenue of the company, controlled by Chinese tech giant Tencent Holdings Ltd, stood at 7.29 billion yuan ($1.00 billion) in the quarter ended June 30, in line with Wall Street estimates, according to Refinitiv data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://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":"2359482869","content_text":"Wall Street's main stock indexes closed sharply lower on Tuesday after stronger-than-expected retail sales data stoked worries interest rates could stay higher for longer, while U.S. big banks dropped on a report that Fitch could downgrade some lenders.Market SnapshotThe S&P 500 dropped 1.16% to end the session at 4,437.86 points. The S&P 500 closed below its 50-day moving average for the first time since March.The Nasdaq declined 1.14% to 13,631.05 points, while Dow Jones Industrial Average declined 1.02% to 34,946.39 points.Market MoversBanks saw the brunt of the selling. A report said ratings agency Fitch could downgrade multiple banks. Shares of JPMorgan Chase fell 2.5%, Bank of America fell 3.2% and Wells Fargo dropped 2.3%.\"The story from Fitch about potential downgrades to multiple U.S. banks (is) weighing on sentiment,\" said Michael James, managing director of equity trading at Wedbush Securities.Shares of regional lenders PacWest Bancorp, Zions Bancorp and Western Alliance Bank slipped between 3.7% to 4.5% after the Federal Deposit Insurance Corp's latest regulatory overhaul proposal.Nvidia: Technology stocks fared slightly better, thanks to 0.4% rise in shares of Nvidia after UBS and Wells Fargo lifted their price targets on the stock.Nvidia posted its biggest one-day percentage since late May in the previous session following bullish comments from Morgan Stanley, with analysts also saying investors were piling into the stock in the run-up to its earnings next week.Hot Chinese ADRs slid: U.S.-listed shares of Chinese companies also dropped with e-commerce firm Alibaba Group down 2% and among those leading the slide after another round of disappointing economic data fromAmong other stocks: General Motors fell 2.3% after Berkshire Hathaway cut its stake in the automaker.Warren Buffett's Berkshire disclosed a new investment in homebuilder D.R. Horton, which ended 2.9% higher.Market NewsSingapore's Sea Misses Quarterly Revenue EstimatesSoutheast Asian technology firm Sea Ltd missed estimates for second-quarter revenue on Tuesday, as consumers held back spending on Internet and discretionary services.U.S.-listed shares of Sea tanked 28.68% on Tuesday.EV Maker VinFast Soars 255% After the Completion of SPAC MergerVinFast Auto Ltd. and Black Spade Acquisition Co (NYSE: BSAQ) (\"Black Spade\") yesterday announced the completion of their previously announced business combination (the \"Business Combination\"). The listed company following the Business Combination is VinFast Auto Ltd., and its shares and warrants commence trading on the Nasdaq Stock Market LLC (\"Nasdaq\") under the ticker symbols \"VFS\" and \"VFSWW,\" respectively, on August 15, 2023.VinFast Auto shares surged 254.64% on Tuesday.Tencent Music's Quarterly Revenue Rises As More Chinese Users Pay for MusicChina's Tencent Music Entertainment Group, said on Tuesday second-quarter revenue rose 5.5% from a year ago, driven by growth in paying users on its Spotify-like music streaming platform and a recovery in the advertising market.Total revenue of the company, controlled by Chinese tech giant Tencent Holdings Ltd, stood at 7.29 billion yuan ($1.00 billion) in the quarter ended June 30, in line with Wall Street estimates, according to Refinitiv data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":229833474289800,"gmtCreate":1697153476577,"gmtModify":1697153479843,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/229833474289800","repostId":"2374103566","repostType":4,"repost":{"id":"2374103566","kind":"highlight","pubTimestamp":1697119200,"share":"https://ttm.financial/m/news/2374103566?lang=&edition=fundamental","pubTime":"2023-10-12 22:00","market":"us","language":"en","title":"Hidden Gems: 7 Under-the-Radar Stocks with Skyrocketing Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2374103566","media":"InvestorPlace","summary":"The article explores the stock market's gems, seven under-the-radar companies quietly positioning themselves for a meteoric rise.","content":"<html><head></head><body><ul style=\"\"><li><p>These stocks all have great long-term trajectories.</p></li><li><p><strong>Cogent</strong> (<strong>CCOI</strong>): Its acquisition of Sprint Wireline Business has expanded its network and diversified its customer base.</p></li><li><p><strong>Northern Oil and Gas</strong> (<strong>NOG</strong>): It maximizes production growth by front-loading capital spending and focusing on operational excellence.</p></li><li><p><strong>Oddity Tech</strong> (<strong>ODD</strong>): Oddity Tech’s significant growth potential comes from its technology-based platform, particularly in AI, computer vision, and biotech.</p></li><li><p><strong>Roblox</strong> (<strong>RBLX</strong>): This is a great metaverse pick with an expanding ecosystem.</p></li><li><p><strong>Crowdstrike</strong> (<strong>CRWD</strong>): Solid user metrics as a cybersecurity stock.</p></li><li><p><strong><a href=\"https://laohu8.com/S/PATH\">UiPath</a></strong> (<strong>PATH</strong>): Has great potential in the robotics industry.</p></li><li><p><strong>Intuitive Surgical</strong> (<strong>ISRG</strong>): Is leading the market forward in robot-assisted surgeries.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9225950c55a9f8a35c652cfed549a7c2\" alt=\"Source: akamakis / Shutterstock.com\" title=\"Source: akamakis / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: akamakis / Shutterstock.com</span></p><p>Uncovering the next big thing in the stock markets can be akin to finding hidden treasure in the desert. Beyond the household names and Wall Street giants, diamonds are under the sand, poised for exponential growth and remarkable returns. The article explores the stock market’s gems, seven under-the-radar stocks quietly positioning themselves for a meteoric rise.</p><p>From tech trailblazers harnessing AI to energy companies revolutionizing their strategies, these companies strategically navigate their industries, innovate at the forefront, and capitalize on unique opportunities.</p><p>They may not yet be on every investor’s radar, but their potential is undeniable. These are the under-the-radar stocks that savvy investors should keep a close eye on.</p><h2 id=\"id_3468881422\">Cogent (CCOI)</h2><p><strong>Cogent</strong> (NASDAQ:<strong>CCOI</strong>) is strategically positioned to realize substantial long-term benefits from its recent acquisition of the Sprint Wireline Business from <strong>T-Mobile</strong> (NASDAQ:<strong>TMUS</strong>). Expanding Cogent’s network infrastructure is one of the most significant advantages of the acquisition. The addition of 18,905 route miles of owned intercity fiber and 1,257 route miles of owned metropolitan fiber has substantially increased the company’s network reach.</p><p>Fundamentally, the acquisition brought Cogent an array of new customers, including several Fortune 500 companies. These enterprise-level customers, known for their substantial budgets and intricate network requirements, diversify Cogent’s customer portfolio. This diversification mitigates risk by reducing reliance on any single customer. This makes it one of those under-the-radar stocks.</p><p>The extended footprint empowers Cogent to deliver high-speed and reliable internet connectivity to a broader geographic area, encompassing more businesses and consumers. Therefore, as demand for bandwidth continues to surge globally, Cogent’s enlarged network positions it as a key player in meeting this escalating demand, fostering rapid growth prospects.</p><h2 id=\"id_3653894847\">Northern Oil and Gas (NOG)</h2><p><strong>Northern Oil and Gas’s</strong> (NYSE:<strong>NOG</strong>) investment cycle is strategically shifting to “harvest mode.”</p><p>By front-loading approximately 60% of its capital spending in H1 2023, the company is poised to maximize free cash flow in H2. This transition enhances its ability to return value to shareholders.</p><p>Northern Oil and Gas’s focus on operational excellence is evident through its impressive production growth and cost-effective operations. For instance, in Q2 2023, NOG achieved a remarkable 25% YoY increase in average daily production.</p><p>Furthermore, Northern Oil and Gas’s efforts to optimize development programs, enhance capital efficiency, and improve returns have resulted in favorable well performance and higher productivity. By working closely with its operating partners, the company has reduced well costs, with average well costs down 6% on an absolute basis and 9% normalized for lateral length.</p><p>Thus, its robust growth and efficiency demonstrate the company’s ability to expand its operational footprint. It’s also one of those under-the-radar stocks investors should consider buying in October.</p><h2 id=\"id_1325085875\">Oddity Tech (ODD)</h2><p><strong>Oddity Tech</strong> (NASDAQ:<strong>ODD</strong>) attributes a significant portion of its growth potential to its technology-based platform. The company has invested heavily in technology, with its tech team representing over 40% of its talent. This investment has resulted in three primary areas of technological strength: AI, computer vision, and biotech.</p><p>Oddity Tech employs AI and machine learning models across various use cases, including marketing, product recommendations, and user experience optimization. The data-driven approach enhances user satisfaction, leading to high repeat rates and strong profitability.</p><p>Additionally, the company’s acquisition of Voyage81 has bolstered its computer vision capabilities, allowing it to expand its capabilities with less data rapidly. Computer vision technology is crucial in product matching and enhancing the user experience. Similarly, Oddity Tech’s investment in biotechnology, mainly through acquiring Revela, enables the development of science-backed products. </p><p>On the other hand, Oddity Tech is dominant in the online channel, a segment still holding significant untapped potential. As of Q3 2023, online sales account for approximately 25% of the total market, but this figure is expected to rise to 50% in the coming years. </p><h2 id=\"id_2611246104\">Roblox (RBLX)</h2><p><strong>Roblox’s</strong> (NYSE:<strong>RBLX</strong>) international growth is a testament to its global appeal. Key geographies such as Germany, Korea, Brazil, India, and Japan have experienced significant YoY growth in daily active users (DAUs), with Japan witnessing a remarkable 107% growth. Also, the introduction of Semantic Search, which improves search functionality, has increased global click-through rates.</p><p>Notably, the international expansion aligns with Roblox’s vision of becoming a platform for all ages. The 13-and-over cohort, which is five times larger than the under-13 cohort, is growing at an impressive rate. The ’17 through ’24 cohort also shows strong growth in DAUs and engaged hours. This broad appeal across age groups positions Roblox as a long-term entertainment platform.</p><p>On the other hand, Roblox’s developer ecosystem is a vital component of its growth potential. Developers are expected to earn $800 million in 2023, with DevEx payouts reaching $165 million in Q2, a 16% YoY increase. This ecosystem supports various content creators, from top earners making millions to smaller developers earning a sustainable income. Therefore, the diversity strengthens Roblox’s ecosystem and fosters innovation.  All in all, it’s one of those under-the-radar stocks to consider.</p><h2 id=\"id_3841488482\">Crowdstrike (CRWD)</h2><p><strong>CrowdStrike</strong> (NASDAQ:<strong>CRWD</strong>) is a leading cybersecurity company that has garnered significant attention recently due to its remarkable growth and impact in the cybersecurity industry. While many companies claim to have vast datasets, CrowdStrike distinguishes itself by emphasizing the quality of its data over its sheer quantity.</p><p>The company has spent a decade accumulating and annotating threat data, providing a valuable resource for generative AI. This annotated data aids in training algorithms, enhancing their threat detection and prevention efficacy. As a result, this data moat differentiates CrowdStrike from competitors who may have large datasets but need more annotation and context.</p><p>Furthermore, CrowdStrike’s early adoption of AI in its cybersecurity approach demonstrates its commitment to staying ahead. The combination of extensive, well-annotated data and AI expertise empowers CrowdStrike to continually improve its threat detection and response capabilities. </p><p>Finally, CrowdStrike’s cloud business has experienced substantial growth. Nearly $300 million in annual recurring revenue (<strong>ARR</strong>) is attributed to modules deployed in the public cloud. This expansion is driven by a mix of factors, including the increased adoption of cloud technology, the need for cloud security, and the versatility of CrowdStrike’s offerings.</p><h2 id=\"id_2546048464\">UiPath (PATH)</h2><p><strong>UiPath</strong> (NYSE:<strong>PATH</strong>) is a global Robotic Process Automation (RPA) leader. Its potential hinges on its ability to continuously expand and diversify its customer base. With approximately 10,890 customers (Q2 2024), UiPath has achieved a strong presence in the automation market. The company’s commitment to serving various industries and geographies is evident in its client roster.</p><p>Additionally, UiPath is quickly introducing generative AI features thanks to many developers knowledgeable about AI applications. For instance, its new OpenAI connector enables companies to use ChatGPT and associated models to pre-write customer support responses.</p><p>Notably, UiPath has successfully onboarded new clients, highlighting UiPath’s ability to win over diverse industries, further strengthening its long-term growth potential. Equally significant is the growth in customers with substantial ARR figures. The number of customers with $1 million or more in ARR, a critical metric for assessing high-value relationships, increased by over 30% YoY to 254. Therefore, this indicates that UiPath is attracting large enterprises and deepening its engagement with them over time.</p><h2 id=\"id_4165951253\">Intuitive Surgical (ISRG)</h2><p><strong>Intuitive Surgical</strong> (NASDAQ:<strong>ISRG</strong>) is a company with a promising future. It is driven by its fundamental strengths in the field of robotic-assisted surgery. One of the most critical indicators of Intuitive Surgical’s long-term potential is its procedure growth.</p><p>In Q2 2023, the company reported an impressive 22% growth in procedures, reflecting the increasing adoption of Intuitive Surgical’s robotic systems by healthcare facilities and surgeons worldwide.</p><p>Breaking this down further, the company experiences specific areas of strength. It includes general surgery and gynecology for benign conditions, particularly in the US. General surgery, including cholecystectomy and hernia repair, is a growth leader. Also, the growth in colon and rectal procedures is another encouraging sign. </p><p>Looking forward, Intuitive Surgical’s growth is not limited to the US. For instance, in Q2, the company saw a recovery in China and continued strength in Japan, Germany, and the UK. China, in particular, is a critical market, and Intuitive Surgical’s ability to grow in this market demonstrates its adaptability.  This makes it one of those under-the-radar stocks to buy.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hidden Gems: 7 Under-the-Radar Stocks with Skyrocketing Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHidden Gems: 7 Under-the-Radar Stocks with Skyrocketing Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-12 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/10/hidden-gems-7-under-the-radar-stocks-with-skyrocketing-potential/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These stocks all have great long-term trajectories.Cogent (CCOI): Its acquisition of Sprint Wireline Business has expanded its network and diversified its customer base.Northern Oil and Gas (NOG): It ...</p>\n\n<a href=\"https://investorplace.com/2023/10/hidden-gems-7-under-the-radar-stocks-with-skyrocketing-potential/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1621768206.USD":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (USD) ACC","LU1621767810.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A\" (EUR) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1621768115.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"B\" (EUR) INC","RBLX":"Roblox Corporation","LU2384288077.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A-INS\" (EUR) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4505":"高瓴资本持仓","BK4547":"WSB热门概念","PATH":"UiPath","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","CCOI":"Cogent Communications Group","BK4183":"个人用品","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4089":"非传统电信运营商","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4539":"次新股","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","CRWD":"CrowdStrike Holdings, Inc.","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","ODD":"ODDITY Tech Ltd.","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","ISRG":"直觉外科公司","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","NOG":"Northern Oil & Gas","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4132":"无线电信业务","LU1621767737.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (EUR) ACC"},"source_url":"https://investorplace.com/2023/10/hidden-gems-7-under-the-radar-stocks-with-skyrocketing-potential/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2374103566","content_text":"These stocks all have great long-term trajectories.Cogent (CCOI): Its acquisition of Sprint Wireline Business has expanded its network and diversified its customer base.Northern Oil and Gas (NOG): It maximizes production growth by front-loading capital spending and focusing on operational excellence.Oddity Tech (ODD): Oddity Tech’s significant growth potential comes from its technology-based platform, particularly in AI, computer vision, and biotech.Roblox (RBLX): This is a great metaverse pick with an expanding ecosystem.Crowdstrike (CRWD): Solid user metrics as a cybersecurity stock.UiPath (PATH): Has great potential in the robotics industry.Intuitive Surgical (ISRG): Is leading the market forward in robot-assisted surgeries.Source: akamakis / Shutterstock.comUncovering the next big thing in the stock markets can be akin to finding hidden treasure in the desert. Beyond the household names and Wall Street giants, diamonds are under the sand, poised for exponential growth and remarkable returns. The article explores the stock market’s gems, seven under-the-radar stocks quietly positioning themselves for a meteoric rise.From tech trailblazers harnessing AI to energy companies revolutionizing their strategies, these companies strategically navigate their industries, innovate at the forefront, and capitalize on unique opportunities.They may not yet be on every investor’s radar, but their potential is undeniable. These are the under-the-radar stocks that savvy investors should keep a close eye on.Cogent (CCOI)Cogent (NASDAQ:CCOI) is strategically positioned to realize substantial long-term benefits from its recent acquisition of the Sprint Wireline Business from T-Mobile (NASDAQ:TMUS). Expanding Cogent’s network infrastructure is one of the most significant advantages of the acquisition. The addition of 18,905 route miles of owned intercity fiber and 1,257 route miles of owned metropolitan fiber has substantially increased the company’s network reach.Fundamentally, the acquisition brought Cogent an array of new customers, including several Fortune 500 companies. These enterprise-level customers, known for their substantial budgets and intricate network requirements, diversify Cogent’s customer portfolio. This diversification mitigates risk by reducing reliance on any single customer. This makes it one of those under-the-radar stocks.The extended footprint empowers Cogent to deliver high-speed and reliable internet connectivity to a broader geographic area, encompassing more businesses and consumers. Therefore, as demand for bandwidth continues to surge globally, Cogent’s enlarged network positions it as a key player in meeting this escalating demand, fostering rapid growth prospects.Northern Oil and Gas (NOG)Northern Oil and Gas’s (NYSE:NOG) investment cycle is strategically shifting to “harvest mode.”By front-loading approximately 60% of its capital spending in H1 2023, the company is poised to maximize free cash flow in H2. This transition enhances its ability to return value to shareholders.Northern Oil and Gas’s focus on operational excellence is evident through its impressive production growth and cost-effective operations. For instance, in Q2 2023, NOG achieved a remarkable 25% YoY increase in average daily production.Furthermore, Northern Oil and Gas’s efforts to optimize development programs, enhance capital efficiency, and improve returns have resulted in favorable well performance and higher productivity. By working closely with its operating partners, the company has reduced well costs, with average well costs down 6% on an absolute basis and 9% normalized for lateral length.Thus, its robust growth and efficiency demonstrate the company’s ability to expand its operational footprint. It’s also one of those under-the-radar stocks investors should consider buying in October.Oddity Tech (ODD)Oddity Tech (NASDAQ:ODD) attributes a significant portion of its growth potential to its technology-based platform. The company has invested heavily in technology, with its tech team representing over 40% of its talent. This investment has resulted in three primary areas of technological strength: AI, computer vision, and biotech.Oddity Tech employs AI and machine learning models across various use cases, including marketing, product recommendations, and user experience optimization. The data-driven approach enhances user satisfaction, leading to high repeat rates and strong profitability.Additionally, the company’s acquisition of Voyage81 has bolstered its computer vision capabilities, allowing it to expand its capabilities with less data rapidly. Computer vision technology is crucial in product matching and enhancing the user experience. Similarly, Oddity Tech’s investment in biotechnology, mainly through acquiring Revela, enables the development of science-backed products. On the other hand, Oddity Tech is dominant in the online channel, a segment still holding significant untapped potential. As of Q3 2023, online sales account for approximately 25% of the total market, but this figure is expected to rise to 50% in the coming years. Roblox (RBLX)Roblox’s (NYSE:RBLX) international growth is a testament to its global appeal. Key geographies such as Germany, Korea, Brazil, India, and Japan have experienced significant YoY growth in daily active users (DAUs), with Japan witnessing a remarkable 107% growth. Also, the introduction of Semantic Search, which improves search functionality, has increased global click-through rates.Notably, the international expansion aligns with Roblox’s vision of becoming a platform for all ages. The 13-and-over cohort, which is five times larger than the under-13 cohort, is growing at an impressive rate. The ’17 through ’24 cohort also shows strong growth in DAUs and engaged hours. This broad appeal across age groups positions Roblox as a long-term entertainment platform.On the other hand, Roblox’s developer ecosystem is a vital component of its growth potential. Developers are expected to earn $800 million in 2023, with DevEx payouts reaching $165 million in Q2, a 16% YoY increase. This ecosystem supports various content creators, from top earners making millions to smaller developers earning a sustainable income. Therefore, the diversity strengthens Roblox’s ecosystem and fosters innovation.  All in all, it’s one of those under-the-radar stocks to consider.Crowdstrike (CRWD)CrowdStrike (NASDAQ:CRWD) is a leading cybersecurity company that has garnered significant attention recently due to its remarkable growth and impact in the cybersecurity industry. While many companies claim to have vast datasets, CrowdStrike distinguishes itself by emphasizing the quality of its data over its sheer quantity.The company has spent a decade accumulating and annotating threat data, providing a valuable resource for generative AI. This annotated data aids in training algorithms, enhancing their threat detection and prevention efficacy. As a result, this data moat differentiates CrowdStrike from competitors who may have large datasets but need more annotation and context.Furthermore, CrowdStrike’s early adoption of AI in its cybersecurity approach demonstrates its commitment to staying ahead. The combination of extensive, well-annotated data and AI expertise empowers CrowdStrike to continually improve its threat detection and response capabilities. Finally, CrowdStrike’s cloud business has experienced substantial growth. Nearly $300 million in annual recurring revenue (ARR) is attributed to modules deployed in the public cloud. This expansion is driven by a mix of factors, including the increased adoption of cloud technology, the need for cloud security, and the versatility of CrowdStrike’s offerings.UiPath (PATH)UiPath (NYSE:PATH) is a global Robotic Process Automation (RPA) leader. Its potential hinges on its ability to continuously expand and diversify its customer base. With approximately 10,890 customers (Q2 2024), UiPath has achieved a strong presence in the automation market. The company’s commitment to serving various industries and geographies is evident in its client roster.Additionally, UiPath is quickly introducing generative AI features thanks to many developers knowledgeable about AI applications. For instance, its new OpenAI connector enables companies to use ChatGPT and associated models to pre-write customer support responses.Notably, UiPath has successfully onboarded new clients, highlighting UiPath’s ability to win over diverse industries, further strengthening its long-term growth potential. Equally significant is the growth in customers with substantial ARR figures. The number of customers with $1 million or more in ARR, a critical metric for assessing high-value relationships, increased by over 30% YoY to 254. Therefore, this indicates that UiPath is attracting large enterprises and deepening its engagement with them over time.Intuitive Surgical (ISRG)Intuitive Surgical (NASDAQ:ISRG) is a company with a promising future. It is driven by its fundamental strengths in the field of robotic-assisted surgery. One of the most critical indicators of Intuitive Surgical’s long-term potential is its procedure growth.In Q2 2023, the company reported an impressive 22% growth in procedures, reflecting the increasing adoption of Intuitive Surgical’s robotic systems by healthcare facilities and surgeons worldwide.Breaking this down further, the company experiences specific areas of strength. It includes general surgery and gynecology for benign conditions, particularly in the US. General surgery, including cholecystectomy and hernia repair, is a growth leader. Also, the growth in colon and rectal procedures is another encouraging sign. Looking forward, Intuitive Surgical’s growth is not limited to the US. For instance, in Q2, the company saw a recovery in China and continued strength in Japan, Germany, and the UK. China, in particular, is a critical market, and Intuitive Surgical’s ability to grow in this market demonstrates its adaptability.  This makes it one of those under-the-radar stocks to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":213553859936280,"gmtCreate":1693176999275,"gmtModify":1693177003802,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/213553859936280","repostId":"2362046829","repostType":4,"repost":{"id":"2362046829","kind":"highlight","pubTimestamp":1693012155,"share":"https://ttm.financial/m/news/2362046829?lang=&edition=fundamental","pubTime":"2023-08-26 09:09","market":"us","language":"en","title":"Nvidia's Q2 Vs. The Fed: Stock Valuation Might Continue To Rationalize","url":"https://stock-news.laohu8.com/highlight/detail?id=2362046829","media":"seekingalpha","summary":"Nvidia's \"Data Center\" subsegment is the clear driver of the company's revenue and an indicator for the ongoing evolution of the company.Institutional holdings are unlikely to increase, given ongoing ","content":"<html><head></head><body><ul><li><p>Nvidia&#39;s &#34;Data Center&#34; subsegment is the clear driver of the company&#39;s revenue and an indicator for the ongoing evolution of the company.</p></li><li><p>Institutional holdings are unlikely to increase, given ongoing sector rotation and asset class diversification. Economic headwinds further cloud the forward outlook.</p></li><li><p>Market players&#39; positioning indicate little support for skyward valuations. Ultimately, the company is a prime candidate to become a &#34;bellwether&#34; of the global economy in my view.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a5128da71a32efc619e517086ce0358\" title=\"Cylonphoto\" tg-width=\"750\" tg-height=\"500\"/><span>Cylonphoto</span></p><p>Nvidia Inc (NASDAQ:NVDA) has received a lot of attention in the Year To Date (YTD). As an article published in June indicated, the company&#39;s stock was labeled a key member of America&#39;s &#34;Magnificent Seven&#34;, i.e., one of seven stocks subjected to intense investor crowding relative to, say, the other 493 constituents of the S&amp;P 500. This crowding did have <em>some</em> hand in the stock&#39;s meteoric 215% price increase in the YTD.</p><p>However, as other articles have indicated, high valuations generally divorce the <em>stock&#39;s</em> valuation from the <em>company&#39;s</em> business performance. While Nvidia isn&#39;t exempt from this truism, it must be said that the latest Q2 earnings release at last somewhat justifies why the company is so well-regarded.</p><h2 id=\"id_3121105756\">Line Item Trends</h2><p>The company&#39;s latest earnings release relative to that of past full years clearly highlights the company&#39;s excellent performance:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/161b60610f6fb4fbe646c24db4cf1b72\" title=\"Source: Created by Sandeep G. Rao using data from Nvidia&#39;s Financial Statements\" tg-width=\"640\" tg-height=\"271\"/><span>Source: Created by Sandeep G. Rao using data from Nvidia&#39;s Financial Statements</span></p><p>The company&#39;s <strong>Compute &amp; Networking</strong> segment - which encompasses its &#34;Data Center&#34; accelerated computing platform, networking, automotive vehicle services, robotics and other embedded platforms, enterprise solutions and cryptocurrency mining processors (CMP) - has witnessed a sea change by accounting for nearly 74% of the company&#39;s revenues in the first half of the year (H1 &#39;24), which is a significant rise from 47% in FY &#39;21. &#34;Data Center&#34; alone accounts for 70% of the company&#39;s revenue as opposed to 40% in FY &#39;21 and has delivered nearly as much revenue in these past six months than it did in the <em>entirety</em> of FY 23. At this stage, Nvidia isn&#39;t <em>just</em> a company for gamers.</p><p>On a <em>very related</em> note, the <strong>Graphics</strong> segment - which encompasses Graphical Processing Units (GPUs) for gaming and related services, enterprise visualization services, metaverse and 3D internet applications - has <em>halved</em> its revenue share from nearly 53% in FY &#39;21 to 26% in H1 &#39;24. Gaming remains the major driver of this segment.</p><p>While the revenue share contribution from &#34;Graphics&#34; is largely trending to be around par relative to the previous year, &#34;Compute &amp; Networking&#34; is trending strongly <em>above par</em>. Virtually every subsegment is above 50% in H1 &#39;24 versus the previous year, with &#34;Data Center&#34; ahead by several full lengths.</p><p>Some media coverage from earlier today indicates that the company&#39;s &#34;automotive&#34; subsegments - once touted by CEO Jenson Huang as the company&#39;s &#34;next billion-dollar business&#34; - haven&#39;t done quite as well as it did in the previous quarter. Forward outlook is cloudy due to downward revisions of sales forecasts for high-end vehicles in the coming two quarters. Among those affected are NIO (NIO) and XPeng (XPEV) - major clients of Nvidia&#39;s in China&#39;s crowded automobile market. This is to be expected: as the last article published indicated, China is undergoing a quiet economic crisis.</p><p><em>Note:</em> NIO and XPeng&#39;s prospects and inherent potential were also discussed in a recent article. </p><p>Be that as it may, the &#34;Automotive&#34; segment has performed <em>above par</em> in H1 &#39;24. Even with a slowdown, it can be expected to close somewhere <em>around</em> par by the end of the year. Furthermore, it bears noting that &#34;Data Center&#34; seems poised to go from strength to strength: with the GH200 Grace Hopper Superchip for complex AI and HPC workloads shipping in Q2, the universal data center GPU L40S made available in a broad range of platforms, and the release of the server reference design MGX for the quick buildout of server variations for AI, HPC and Omniverse applications, the company is developing consistent client-oriented support capabilities that will likely secure dedicated clients who could turn into legacy customers in the future.</p><p>Despite these factors and the hype around earnings, market players are rather cool to affording the company&#39;s <em>stock</em> any further tailwinds. The reason: no stock exists in a vacuum and virtually no large-ticket investor is a single-ticker player.</p><h2 id=\"id_2330324483\">Headwind A: Cool Hands Prevail</h2><p>An examination of traded volumes of the company&#39;s stock versus its price over the past seven years reveal some <em>very interesting</em> facets on market player trends:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b99f35a31f173b1f9b92e8cba7539b27\" title=\"Source: Created by Sandeep G. Rao using data from Yahoo! Finance\" tg-width=\"640\" tg-height=\"417\"/><span>Source: Created by Sandeep G. Rao using data from Yahoo! Finance</span></p><ul><li><p><em>H2 2016 through Q1 2017</em> saw very high volumes of the stock traded with relatively little effect on the stock&#39;s performance. This is highly suggestive of a &#34;strong disaggregated convergence&#34;, i.e., while there was a high variety of players - institutional, tactical and retail - the overall consensus price remained quite tight.</p></li><li><p><em>Q3 2017 through Q4 2020</em> saw relatively low to moderate traded volumes with a &#34;weak disaggregated divergence&#34;, i.e., players differed on consensus price but with an upward trajectory largely commensurate with decent earnings (no surprises here: the company has traditionally been a decent earner).</p></li><li><p><em>Q1 2021 through Q4 2021</em> saw relatively low volumes of the stock traded with a &#34;strong disaggregated convergence&#34; primarily due to retail and tactical investors driving up the hype around the stock on the back of strong earnings.</p></li><li><p><em>Q1 2022 through Q3 2022</em> saw relatively low traded volumes with a &#34;strong aggregated convergence&#34; as large volumes of retail investors exited, tactical players turned bearish and institutional investors held steady.</p></li><li><p><em>Q4 2022 through Q2 2023</em> was the stock&#39;s &#34;Magnificent Seven&#34; phase through &#34;strong aggregated convergence&#34;: AI hype brought in a (relatively) small contingent of retail investors at a time when most continued to stay out of markets, tactical investor strategies and (initial) institutional investor buy-ins.</p></li></ul><p>In Q3, i.e., weeks before the Q2 update rolled in, institutional investors (typically long-term holders) indicated a move towards sector rotation (which was discussed in a recent article) while tactical players and retail investors both continued to remain in play. Nonetheless, given that institutional investors are periodic bulk drivers of volume and framers of outlook, the stock&#39;s trajectory begins to find growing resistance.</p><p>Overall outlook among tactical investors is fairly balanced. In the 10-day outlook on the day of the earnings release, the Put-Call Ratio trends bullish while the 30-day outlook is nearly perfectly balanced at 1.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b601d45fc6b2c14da452bb8c2021dcb\" title=\"Source: AlphaQuery\" tg-width=\"640\" tg-height=\"503\"/><span>Source: AlphaQuery</span></p><p>The idea that Nvidia would rise (given its now-customary strong earnings) and then rationalize on account of sector rotation <em>seems</em> to be the prevalent outlook among short sellers: overall short interest <em>perked up</em> in the month of August and the weeks leading up to the earnings release.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/663cc4d33b63d58a678038a6b02582ca\" title=\"Source: CapEdge by Finsight\" tg-width=\"640\" tg-height=\"360\"/><span>Source: CapEdge by Finsight</span></p><p>One reason for institutional caution is the relative overvaluation of the company&#39;s stock relative to its peers:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8ed52eb8b2ff8a3c0dc96bdef58a0b4\" title=\"Source: Created by Sandeep G. Rao using data from Bloomberg\" tg-width=\"640\" tg-height=\"401\"/><span>Source: Created by Sandeep G. Rao using data from Bloomberg</span></p><p>While it&#39;s <em>certainly</em> true that Nvidia&#39;s strong performance affords it a certain premium relative to its peers, what&#39;s <em>also</em> true is that its peers have burnished their own niche within the electronics ecosystem. Nvidia trends substantially the average in terms of price ratios. Institutional investment into a sector is sensitive to overvaluation as it displaces weightings away from other constituents and creates concentration risk.</p><p>All in all, without substantial retail investor hype, cooler heads have begun to prevail in the market with a distinct disinclination to push the hype further skywards.</p><h2 id=\"id_227007098\">Headwind B: The Economy</h2><p>In addition to the aforementioned headwinds from China, Federal Reserve Chair Jerome Powell indicated earlier today that inflation is well above the Fed&#39;s comfort and gave little indication that they will be easing rates any time soon.</p><blockquote><p>We are prepared to raise rates further if appropriate, and intend to hold policy at a restrictive level until we are confident that inflation is moving sustainably down toward our objective.</p></blockquote><p>The data-driven approach to battling inflation plaguing the American consumer as opposed to guaranteeing market stability is a return to form for the Federal Reserve. While the U.S. Consumer Price Index (CPI) is no longer displaying the historical Year-on-Year (YoY) highs exhibited a little over a year ago, there are early indications of YoY increases resuming an upward climb <em>again</em>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12776421e93f950f79ab45a7c3e12f35\" title=\"Source: Created by Sandeep G. Rao using data from Investing.com\" tg-width=\"640\" tg-height=\"415\"/><span>Source: Created by Sandeep G. Rao using data from Investing.com</span></p><p>The ongoing rate hike schedule has been creating new opportunities (with decreased downside risk) for institutional investors in the fixed income market. Earlier this month, Franklin Templeton highlighted the growing attractiveness of the fixed income market via instruments such as:</p><ul><li><p><strong>Corporate bonds</strong> that show solid fundamentals on account of current leverage, interest coverage, free cash flow and amortization schedules being at stronger levels than in the recent past.</p></li><li><p><strong>High-yield bonds</strong> that offer a bridge for investors between the typical risk/return profiles of fixed income and equity, with yields near 8.5% and some capital appreciation potential.</p></li><li><p><strong>Private credit</strong> in the form of highly diversified pool of mostly senior secured loans that offer yields ranging from 11.5% to 12.5%, strong risk-adjusted returns, lower leverage and tighter terms in exchange for <em>some</em> illiquidity.</p></li></ul><p>The volatility inherent in overvaluation imputes a higher risk relative to the risk/reward balance in the higher tiers of the fixed income market. With higher rates also come higher interest payment from new U.S. Treasury issuances; this has helped increase the attractiveness of at least a section of the government bond market for <em>some</em> institutional investors (such as Nvidia itself).</p><h2 id=\"id_1766224347\">In Conclusion</h2><p>Investment in AI-relevant infrastructure is increasingly necessary to rationalize operational costs and structurally improve operational efficiency. It can be expected that the &#34;Compute &amp; Networking&#34; segment will continue to be the primary breadwinner for the company. Its peers will undoubtedly be taking notes on integration best practices and advances.</p><p>With some institutional capital potentially shifting to other asset classes and equity-oriented capital intent on sector rotation, there&#39;s a tangible possibility that the company&#39;s price ratios will continue to rationalize until the company&#39;s stock evolves from being a member of the &#34;Magnificent Seven&#34; to being a bellwether of the global economic machinery in my opinion.</p><p>The ongoing rationalization of the <em>stock</em> is no reflection on the <em>performance</em> of the company. In fact, rationalization might even make the company&#39;s stock an even more attractive choice for long-term investment. The fact that the stock already pays a dividend when so many other tech companies don&#39;t is a mark of the company&#39;s eligibility for such considerations.</p><p>Investors looking for continued outperformance over the broad market by virtue of simply holding this one stock might benefit from diligent research towards building a bigger and more dynamic basket of holdings to achieve such goals. All in all, it&#39;s a great company to own but the stock does carry a high degree of overvaluation risk.</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>Nvidia's Q2 Vs. The Fed: Stock Valuation Might Continue To Rationalize</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\">\nNvidia's Q2 Vs. The Fed: Stock Valuation Might Continue To Rationalize\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-26 09:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4631226-nvidias-q2-stock-valuation-might-continue-to-rationalize><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's \"Data Center\" subsegment is the clear driver of the company's revenue and an indicator for the ongoing evolution of the company.Institutional holdings are unlikely to increase, given ongoing ...</p>\n\n<a href=\"https://seekingalpha.com/article/4631226-nvidias-q2-stock-valuation-might-continue-to-rationalize\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","NVDA":"英伟达","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4099":"汽车制造商","BK4529":"IDC概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4554":"元宇宙及AR概念","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0056508442.USD":"贝莱德世界科技基金A2","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4585":"ETF&股票定投概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4567":"ESG概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4550":"红杉资本持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4141":"半导体产品","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4551":"寇图资本持仓"},"source_url":"https://seekingalpha.com/article/4631226-nvidias-q2-stock-valuation-might-continue-to-rationalize","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2362046829","content_text":"Nvidia's \"Data Center\" subsegment is the clear driver of the company's revenue and an indicator for the ongoing evolution of the company.Institutional holdings are unlikely to increase, given ongoing sector rotation and asset class diversification. Economic headwinds further cloud the forward outlook.Market players' positioning indicate little support for skyward valuations. Ultimately, the company is a prime candidate to become a \"bellwether\" of the global economy in my view.CylonphotoNvidia Inc (NASDAQ:NVDA) has received a lot of attention in the Year To Date (YTD). As an article published in June indicated, the company's stock was labeled a key member of America's \"Magnificent Seven\", i.e., one of seven stocks subjected to intense investor crowding relative to, say, the other 493 constituents of the S&P 500. This crowding did have some hand in the stock's meteoric 215% price increase in the YTD.However, as other articles have indicated, high valuations generally divorce the stock's valuation from the company's business performance. While Nvidia isn't exempt from this truism, it must be said that the latest Q2 earnings release at last somewhat justifies why the company is so well-regarded.Line Item TrendsThe company's latest earnings release relative to that of past full years clearly highlights the company's excellent performance:Source: Created by Sandeep G. Rao using data from Nvidia's Financial StatementsThe company's Compute & Networking segment - which encompasses its \"Data Center\" accelerated computing platform, networking, automotive vehicle services, robotics and other embedded platforms, enterprise solutions and cryptocurrency mining processors (CMP) - has witnessed a sea change by accounting for nearly 74% of the company's revenues in the first half of the year (H1 '24), which is a significant rise from 47% in FY '21. \"Data Center\" alone accounts for 70% of the company's revenue as opposed to 40% in FY '21 and has delivered nearly as much revenue in these past six months than it did in the entirety of FY 23. At this stage, Nvidia isn't just a company for gamers.On a very related note, the Graphics segment - which encompasses Graphical Processing Units (GPUs) for gaming and related services, enterprise visualization services, metaverse and 3D internet applications - has halved its revenue share from nearly 53% in FY '21 to 26% in H1 '24. Gaming remains the major driver of this segment.While the revenue share contribution from \"Graphics\" is largely trending to be around par relative to the previous year, \"Compute & Networking\" is trending strongly above par. Virtually every subsegment is above 50% in H1 '24 versus the previous year, with \"Data Center\" ahead by several full lengths.Some media coverage from earlier today indicates that the company's \"automotive\" subsegments - once touted by CEO Jenson Huang as the company's \"next billion-dollar business\" - haven't done quite as well as it did in the previous quarter. Forward outlook is cloudy due to downward revisions of sales forecasts for high-end vehicles in the coming two quarters. Among those affected are NIO (NIO) and XPeng (XPEV) - major clients of Nvidia's in China's crowded automobile market. This is to be expected: as the last article published indicated, China is undergoing a quiet economic crisis.Note: NIO and XPeng's prospects and inherent potential were also discussed in a recent article. Be that as it may, the \"Automotive\" segment has performed above par in H1 '24. Even with a slowdown, it can be expected to close somewhere around par by the end of the year. Furthermore, it bears noting that \"Data Center\" seems poised to go from strength to strength: with the GH200 Grace Hopper Superchip for complex AI and HPC workloads shipping in Q2, the universal data center GPU L40S made available in a broad range of platforms, and the release of the server reference design MGX for the quick buildout of server variations for AI, HPC and Omniverse applications, the company is developing consistent client-oriented support capabilities that will likely secure dedicated clients who could turn into legacy customers in the future.Despite these factors and the hype around earnings, market players are rather cool to affording the company's stock any further tailwinds. The reason: no stock exists in a vacuum and virtually no large-ticket investor is a single-ticker player.Headwind A: Cool Hands PrevailAn examination of traded volumes of the company's stock versus its price over the past seven years reveal some very interesting facets on market player trends:Source: Created by Sandeep G. Rao using data from Yahoo! FinanceH2 2016 through Q1 2017 saw very high volumes of the stock traded with relatively little effect on the stock's performance. This is highly suggestive of a \"strong disaggregated convergence\", i.e., while there was a high variety of players - institutional, tactical and retail - the overall consensus price remained quite tight.Q3 2017 through Q4 2020 saw relatively low to moderate traded volumes with a \"weak disaggregated divergence\", i.e., players differed on consensus price but with an upward trajectory largely commensurate with decent earnings (no surprises here: the company has traditionally been a decent earner).Q1 2021 through Q4 2021 saw relatively low volumes of the stock traded with a \"strong disaggregated convergence\" primarily due to retail and tactical investors driving up the hype around the stock on the back of strong earnings.Q1 2022 through Q3 2022 saw relatively low traded volumes with a \"strong aggregated convergence\" as large volumes of retail investors exited, tactical players turned bearish and institutional investors held steady.Q4 2022 through Q2 2023 was the stock's \"Magnificent Seven\" phase through \"strong aggregated convergence\": AI hype brought in a (relatively) small contingent of retail investors at a time when most continued to stay out of markets, tactical investor strategies and (initial) institutional investor buy-ins.In Q3, i.e., weeks before the Q2 update rolled in, institutional investors (typically long-term holders) indicated a move towards sector rotation (which was discussed in a recent article) while tactical players and retail investors both continued to remain in play. Nonetheless, given that institutional investors are periodic bulk drivers of volume and framers of outlook, the stock's trajectory begins to find growing resistance.Overall outlook among tactical investors is fairly balanced. In the 10-day outlook on the day of the earnings release, the Put-Call Ratio trends bullish while the 30-day outlook is nearly perfectly balanced at 1.Source: AlphaQueryThe idea that Nvidia would rise (given its now-customary strong earnings) and then rationalize on account of sector rotation seems to be the prevalent outlook among short sellers: overall short interest perked up in the month of August and the weeks leading up to the earnings release.Source: CapEdge by FinsightOne reason for institutional caution is the relative overvaluation of the company's stock relative to its peers:Source: Created by Sandeep G. Rao using data from BloombergWhile it's certainly true that Nvidia's strong performance affords it a certain premium relative to its peers, what's also true is that its peers have burnished their own niche within the electronics ecosystem. Nvidia trends substantially the average in terms of price ratios. Institutional investment into a sector is sensitive to overvaluation as it displaces weightings away from other constituents and creates concentration risk.All in all, without substantial retail investor hype, cooler heads have begun to prevail in the market with a distinct disinclination to push the hype further skywards.Headwind B: The EconomyIn addition to the aforementioned headwinds from China, Federal Reserve Chair Jerome Powell indicated earlier today that inflation is well above the Fed's comfort and gave little indication that they will be easing rates any time soon.We are prepared to raise rates further if appropriate, and intend to hold policy at a restrictive level until we are confident that inflation is moving sustainably down toward our objective.The data-driven approach to battling inflation plaguing the American consumer as opposed to guaranteeing market stability is a return to form for the Federal Reserve. While the U.S. Consumer Price Index (CPI) is no longer displaying the historical Year-on-Year (YoY) highs exhibited a little over a year ago, there are early indications of YoY increases resuming an upward climb again.Source: Created by Sandeep G. Rao using data from Investing.comThe ongoing rate hike schedule has been creating new opportunities (with decreased downside risk) for institutional investors in the fixed income market. Earlier this month, Franklin Templeton highlighted the growing attractiveness of the fixed income market via instruments such as:Corporate bonds that show solid fundamentals on account of current leverage, interest coverage, free cash flow and amortization schedules being at stronger levels than in the recent past.High-yield bonds that offer a bridge for investors between the typical risk/return profiles of fixed income and equity, with yields near 8.5% and some capital appreciation potential.Private credit in the form of highly diversified pool of mostly senior secured loans that offer yields ranging from 11.5% to 12.5%, strong risk-adjusted returns, lower leverage and tighter terms in exchange for some illiquidity.The volatility inherent in overvaluation imputes a higher risk relative to the risk/reward balance in the higher tiers of the fixed income market. With higher rates also come higher interest payment from new U.S. Treasury issuances; this has helped increase the attractiveness of at least a section of the government bond market for some institutional investors (such as Nvidia itself).In ConclusionInvestment in AI-relevant infrastructure is increasingly necessary to rationalize operational costs and structurally improve operational efficiency. It can be expected that the \"Compute & Networking\" segment will continue to be the primary breadwinner for the company. Its peers will undoubtedly be taking notes on integration best practices and advances.With some institutional capital potentially shifting to other asset classes and equity-oriented capital intent on sector rotation, there's a tangible possibility that the company's price ratios will continue to rationalize until the company's stock evolves from being a member of the \"Magnificent Seven\" to being a bellwether of the global economic machinery in my opinion.The ongoing rationalization of the stock is no reflection on the performance of the company. In fact, rationalization might even make the company's stock an even more attractive choice for long-term investment. The fact that the stock already pays a dividend when so many other tech companies don't is a mark of the company's eligibility for such considerations.Investors looking for continued outperformance over the broad market by virtue of simply holding this one stock might benefit from diligent research towards building a bigger and more dynamic basket of holdings to achieve such goals. All in all, it's a great company to own but the stock does carry a high degree of overvaluation risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957547101,"gmtCreate":1677456722303,"gmtModify":1677456725665,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957547101","repostId":"2314222373","repostType":4,"repost":{"id":"2314222373","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":1677452065,"share":"https://ttm.financial/m/news/2314222373?lang=&edition=fundamental","pubTime":"2023-02-27 06:54","market":"us","language":"en","title":"Tesla, Salesforce, Target, Zoom, Goldman Sachs, Costco, and More Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2314222373","media":"Dow Jones","summary":"The tail end of fourth-quarter earnings season and several economic indicators will be this week's h","content":"<html><head></head><body><p>The tail end of fourth-quarter earnings season and several economic indicators will be this week&#39;s highlights. With roughly 35 companies left to report, S&amp;P 500 earnings are down more than 3% from the same period a year ago, according to Refinitiv.</p><p>Occidental Petroleum, <a href=\"https://laohu8.com/S/WDAY\">Workday</a>, and <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications will publish their latest results on Monday, followed by AutoZone, Monster Beverage, Norwegian Cruise Line Holdings, and Target on Tuesday. Dollar Tree, Lowe&#39;s, Salesforce, and <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> will go next on Wednesday, then Best Buy, Broadcom, Costco Wholesale, and Kroger report on Thursday.</p><p>Investor days this week will include events from Chevron and Goldman Sachs Group on Tuesday. Tesla may unveil a new, sub-$30,000 model on Wednesday.</p><p>Economic data out this week starts with the Census Bureau&#39;s durable-goods report for January on Monday. That&#39;s often seen as a decent proxy for business investment. On Tuesday, the Conference Board will release its Consumer Confidence Index for March. That&#39;s expected to continue an upward trend.</p><p>The Institute for Supply Management will publish the Manufacturing Purchasing Managers&#39; Index for February on Wednesday, followed by the Services equivalent on Friday. The former is expected to hold roughly steady from the prior month, while the latter is seen declining but remaining in expansion territory.</p><p><img src=\"https://static.tigerbbs.com/791cdda4aaf035154688e3c2a4db2dc0\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p><h2>Monday 2/27</h2><p>Occidental Petroleum, Workday, and Zoom Video Communications report quarterly results.</p><p>The Census Bureau releases the durable-goods report for January. Economists think that new orders for manufactured durable goods declined 3%, to $278 billion.</p><h2>Tuesday 2/28</h2><p>AutoZone, Agilent Technologies, Bank of Montreal, Bank of Nova Scotia, HP Inc., Monster Beverage, Norwegian Cruise Line Holdings, Ross Stores, Sempra Energy, and Target announce earnings.</p><p>Chevron and Goldman Sachs Group hold their 2023 investor days.</p><p>The Conference Board releases its Consumer Confidence Index for February. The consensus estimate is for a 109.2 reading, slightly higher than January&#39;s. The index has rebounded from the 2022 low in July, buoyed by a strong labor market. In January, nearly half of respondents said that jobs were &#34;plentiful,&#34; while only 11.3% said that jobs were &#34;hard to get.&#34;</p><p>S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> releases its Case-Shiller National Home Price Index for December. Expectations are for home prices to show a 4.9% increase, year over year, following a 7.7% gain in November. Annualized home-price growth peaked at a record 20.8% last March and has decelerated every month since then.</p><p>The Institute for Supply Management <a href=\"https://laohu8.com/S/ISM\">$(ISM)$</a> releases its Chicago Business Barometer for February. The consensus call is for a 45 reading, roughly even with the January data. The index has had five consecutive monthly readings below 50, indicating a contracting economy, but this hasn&#39;t shown up in the gross-domestic-product data, with fourth-quarter GDP growing at a seasonally adjusted annual rate of 2.7%.</p><h2>Wednesday 3/1</h2><p>Tesla hosts its 2023 investor day at its Gigafactory in Austin, Texas. The company will unveil CEO Elon Musk&#39;s &#34;Master Plan 3,&#34; geared to achieving very large scale in vehicle and battery production. Analysts expect Musk to announce Tesla&#39;s cheapest model yet, starting at less than $30,000.</p><p>Dollar Tree, Lowe&#39;s, Royal Bank of Canada, Salesforce, and Snowflake release quarterly results.</p><p>ISM releases its Manufacturing Purchasing Managers&#39; Index for February. Economists forecast a 47.9 reading, in line with the January figure. The index has been below the expansionary level of 50 since November.</p><h2>Thursday 3/2</h2><p>Anheuser-Busch InBev, Best Buy, Broadcom, Costco Wholesale, Dell Technologies, Hewlett Packard Enterprise, Hormel Foods, Kroger, Marvell Technology, and Toronto-Dominion Bank hold conference calls to discuss earnings.</p><h2>Friday 3/3</h2><p>ISM releases its Services PMI for February. Expectations are for a 54.5 reading, about one point less than previously. The services sector has held up better than the manufacturing sector, as there is still pent-up demand from pandemic restrictions.</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>Tesla, Salesforce, Target, Zoom, Goldman Sachs, Costco, and More Stocks to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Salesforce, Target, Zoom, Goldman Sachs, Costco, and More Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-02-27 06:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The tail end of fourth-quarter earnings season and several economic indicators will be this week&#39;s highlights. With roughly 35 companies left to report, S&amp;P 500 earnings are down more than 3% from the same period a year ago, according to Refinitiv.</p><p>Occidental Petroleum, <a href=\"https://laohu8.com/S/WDAY\">Workday</a>, and <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications will publish their latest results on Monday, followed by AutoZone, Monster Beverage, Norwegian Cruise Line Holdings, and Target on Tuesday. Dollar Tree, Lowe&#39;s, Salesforce, and <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> will go next on Wednesday, then Best Buy, Broadcom, Costco Wholesale, and Kroger report on Thursday.</p><p>Investor days this week will include events from Chevron and Goldman Sachs Group on Tuesday. Tesla may unveil a new, sub-$30,000 model on Wednesday.</p><p>Economic data out this week starts with the Census Bureau&#39;s durable-goods report for January on Monday. That&#39;s often seen as a decent proxy for business investment. On Tuesday, the Conference Board will release its Consumer Confidence Index for March. That&#39;s expected to continue an upward trend.</p><p>The Institute for Supply Management will publish the Manufacturing Purchasing Managers&#39; Index for February on Wednesday, followed by the Services equivalent on Friday. The former is expected to hold roughly steady from the prior month, while the latter is seen declining but remaining in expansion territory.</p><p><img src=\"https://static.tigerbbs.com/791cdda4aaf035154688e3c2a4db2dc0\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p><h2>Monday 2/27</h2><p>Occidental Petroleum, Workday, and Zoom Video Communications report quarterly results.</p><p>The Census Bureau releases the durable-goods report for January. Economists think that new orders for manufactured durable goods declined 3%, to $278 billion.</p><h2>Tuesday 2/28</h2><p>AutoZone, Agilent Technologies, Bank of Montreal, Bank of Nova Scotia, HP Inc., Monster Beverage, Norwegian Cruise Line Holdings, Ross Stores, Sempra Energy, and Target announce earnings.</p><p>Chevron and Goldman Sachs Group hold their 2023 investor days.</p><p>The Conference Board releases its Consumer Confidence Index for February. The consensus estimate is for a 109.2 reading, slightly higher than January&#39;s. The index has rebounded from the 2022 low in July, buoyed by a strong labor market. In January, nearly half of respondents said that jobs were &#34;plentiful,&#34; while only 11.3% said that jobs were &#34;hard to get.&#34;</p><p>S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> releases its Case-Shiller National Home Price Index for December. Expectations are for home prices to show a 4.9% increase, year over year, following a 7.7% gain in November. Annualized home-price growth peaked at a record 20.8% last March and has decelerated every month since then.</p><p>The Institute for Supply Management <a href=\"https://laohu8.com/S/ISM\">$(ISM)$</a> releases its Chicago Business Barometer for February. The consensus call is for a 45 reading, roughly even with the January data. The index has had five consecutive monthly readings below 50, indicating a contracting economy, but this hasn&#39;t shown up in the gross-domestic-product data, with fourth-quarter GDP growing at a seasonally adjusted annual rate of 2.7%.</p><h2>Wednesday 3/1</h2><p>Tesla hosts its 2023 investor day at its Gigafactory in Austin, Texas. The company will unveil CEO Elon Musk&#39;s &#34;Master Plan 3,&#34; geared to achieving very large scale in vehicle and battery production. Analysts expect Musk to announce Tesla&#39;s cheapest model yet, starting at less than $30,000.</p><p>Dollar Tree, Lowe&#39;s, Royal Bank of Canada, Salesforce, and Snowflake release quarterly results.</p><p>ISM releases its Manufacturing Purchasing Managers&#39; Index for February. Economists forecast a 47.9 reading, in line with the January figure. The index has been below the expansionary level of 50 since November.</p><h2>Thursday 3/2</h2><p>Anheuser-Busch InBev, Best Buy, Broadcom, Costco Wholesale, Dell Technologies, Hewlett Packard Enterprise, Hormel Foods, Kroger, Marvell Technology, and Toronto-Dominion Bank hold conference calls to discuss earnings.</p><h2>Friday 3/3</h2><p>ISM releases its Services PMI for February. Expectations are for a 54.5 reading, about one point less than previously. The services sector has held up better than the manufacturing sector, as there is still pent-up demand from pandemic restrictions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时",".DJI":"道琼斯","TGT":"塔吉特","TSLA":"特斯拉","GS":"高盛","OXY":"西方石油",".IXIC":"NASDAQ Composite","DLTR":"美元树公司","COST":"好市多","AVGO":"博通","NCLH":"挪威邮轮","ZM":"Zoom",".SPX":"S&P 500 Index","MNST":"怪物饮料"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314222373","content_text":"The tail end of fourth-quarter earnings season and several economic indicators will be this week's highlights. With roughly 35 companies left to report, S&P 500 earnings are down more than 3% from the same period a year ago, according to Refinitiv.Occidental Petroleum, Workday, and Zoom Video Communications will publish their latest results on Monday, followed by AutoZone, Monster Beverage, Norwegian Cruise Line Holdings, and Target on Tuesday. Dollar Tree, Lowe's, Salesforce, and Snowflake will go next on Wednesday, then Best Buy, Broadcom, Costco Wholesale, and Kroger report on Thursday.Investor days this week will include events from Chevron and Goldman Sachs Group on Tuesday. Tesla may unveil a new, sub-$30,000 model on Wednesday.Economic data out this week starts with the Census Bureau's durable-goods report for January on Monday. That's often seen as a decent proxy for business investment. On Tuesday, the Conference Board will release its Consumer Confidence Index for March. That's expected to continue an upward trend.The Institute for Supply Management will publish the Manufacturing Purchasing Managers' Index for February on Wednesday, followed by the Services equivalent on Friday. The former is expected to hold roughly steady from the prior month, while the latter is seen declining but remaining in expansion territory.Monday 2/27Occidental Petroleum, Workday, and Zoom Video Communications report quarterly results.The Census Bureau releases the durable-goods report for January. Economists think that new orders for manufactured durable goods declined 3%, to $278 billion.Tuesday 2/28AutoZone, Agilent Technologies, Bank of Montreal, Bank of Nova Scotia, HP Inc., Monster Beverage, Norwegian Cruise Line Holdings, Ross Stores, Sempra Energy, and Target announce earnings.Chevron and Goldman Sachs Group hold their 2023 investor days.The Conference Board releases its Consumer Confidence Index for February. The consensus estimate is for a 109.2 reading, slightly higher than January's. The index has rebounded from the 2022 low in July, buoyed by a strong labor market. In January, nearly half of respondents said that jobs were \"plentiful,\" while only 11.3% said that jobs were \"hard to get.\"S&P CoreLogic releases its Case-Shiller National Home Price Index for December. Expectations are for home prices to show a 4.9% increase, year over year, following a 7.7% gain in November. Annualized home-price growth peaked at a record 20.8% last March and has decelerated every month since then.The Institute for Supply Management $(ISM)$ releases its Chicago Business Barometer for February. The consensus call is for a 45 reading, roughly even with the January data. The index has had five consecutive monthly readings below 50, indicating a contracting economy, but this hasn't shown up in the gross-domestic-product data, with fourth-quarter GDP growing at a seasonally adjusted annual rate of 2.7%.Wednesday 3/1Tesla hosts its 2023 investor day at its Gigafactory in Austin, Texas. The company will unveil CEO Elon Musk's \"Master Plan 3,\" geared to achieving very large scale in vehicle and battery production. Analysts expect Musk to announce Tesla's cheapest model yet, starting at less than $30,000.Dollar Tree, Lowe's, Royal Bank of Canada, Salesforce, and Snowflake release quarterly results.ISM releases its Manufacturing Purchasing Managers' Index for February. Economists forecast a 47.9 reading, in line with the January figure. The index has been below the expansionary level of 50 since November.Thursday 3/2Anheuser-Busch InBev, Best Buy, Broadcom, Costco Wholesale, Dell Technologies, Hewlett Packard Enterprise, Hormel Foods, Kroger, Marvell Technology, and Toronto-Dominion Bank hold conference calls to discuss earnings.Friday 3/3ISM releases its Services PMI for February. Expectations are for a 54.5 reading, about one point less than previously. The services sector has held up better than the manufacturing sector, as there is still pent-up demand from pandemic restrictions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952115993,"gmtCreate":1674526327813,"gmtModify":1676538944857,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952115993","repostId":"2305715203","repostType":4,"repost":{"id":"2305715203","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":1674514916,"share":"https://ttm.financial/m/news/2305715203?lang=&edition=fundamental","pubTime":"2023-01-24 07:01","market":"us","language":"en","title":"US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce","url":"https://stock-news.laohu8.com/highlight/detail?id=2305715203","media":"Reuters","summary":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in","content":"<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Extends Rally, Powered By Tech Bounce\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\">2023-01-24 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","DXD":"道指两倍做空ETF","TSLA":"特斯拉","SDS":"两倍做空标普500ETF","LHDX":"Lucira Health, Inc.","APR":"Apria, Inc.","DDM":"道指两倍做多ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","DOG":"道指反向ETF","LABP":"Landos Biopharma, Inc.","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305715203","content_text":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in SalesforceChips surge on Barclay's upgradeIndexes up: Dow 0.76%, S&P 1.19%, Nasdaq 2.01%Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.All three major stock indexes extended Friday's gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .\"(Chips are) a group that's been depressed, so I’m not too surprised,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"We're going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.\"\"It’s a group that was ripe for a rebound.\"The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.\"(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,\" Tuz added. \"Stocks can do well in that environment, especially the big growth stocks that drive the market.\"Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME's FedWatch tool.The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.Of the 11 major S&P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.Analysts now see S&P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, 3M Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.The Philadelphia SE semiconductor index jumped 5.0%, its biggest one-day gain since Nov. 30 after Barclays upgraded the sector to \"overweight\" from \"equal weight.\"Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia's war on Ukraine. The oilfield services company's shares dipped 1.5%.Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company's shares rose 2.1%.On the economic front, the U.S. Commerce Department is expected to unveil its initial \"advance\" take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.The S&P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954136273,"gmtCreate":1676077875192,"gmtModify":1676077878621,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954136273","repostId":"1166661028","repostType":4,"repost":{"id":"1166661028","kind":"news","pubTimestamp":1676073476,"share":"https://ttm.financial/m/news/1166661028?lang=&edition=fundamental","pubTime":"2023-02-11 07:57","market":"us","language":"en","title":"U.S. Weekly Review: Stock Market Pulls Back As Treasury Yields Jump; Google Dives On AI Flop","url":"https://stock-news.laohu8.com/highlight/detail?id=1166661028","media":"Investor's Business Daily","summary":"The stock market rally extended a pullback from a Feb. 2 high, with the major indexes testing some k","content":"<html><head></head><body><p>The stock market rally extended a pullback from a Feb. 2 high, with the major indexes testing some key levels late in the week. Treasury yields soared as Fed officials signaled they may have raise rates further than markets expected. <a href=\"https://laohu8.com/S/LBIX\">Leading</a> stocks generally showed strength. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> (MSFT) rose as it integrated ChatGPT tech into its Bing search engine, while Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> (GOOGL) plunged as its AI chatbot underwhelmed. Cloudflare (NET), <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a> (FTNT), BP (BP) and On Semiconductor (ON) were earnings winners.</p><h3>Market Rally Retreats</h3><p>The major indexes retreated while the Russell 2000 declined significantly, starting to test some key levels after a strong market advance. This could be a normal, healthy pullback or the start of something more. The 10-year Treasury yield jumped and the dollar strengthened. Crude oil prices rebounded.</p><h3>Google Dives As AI War Heats Up</h3><p>Microsoft (MSFT) and Google-parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> (GOOGL) hosted media events highlighting artificial intelligence initiatives and investments. Analysts said Microsoft came out ahead in terms of describing its product strategy and showcasing ChatGPT technology from OpenAI. Microsoft announced that it is integrating the technology behind ChatGPT into its Bing search engine and web browser. Microsoft is the biggest investor in OpenAI. Google announced Bard, its conversational AI chatbot. Google&#39;s press event disappointed with little new news and an advertisement for Bard featured an inaccurate chatbot response. There&#39;s also a concern that Google, given its huge search engine market share, will have to spend massively to run Bard. Meanwhile, <a href=\"https://laohu8.com/S/CAAS\">China</a>&#39;s <a href=\"https://laohu8.com/S/BIDU\">Baidu</a> (BIDU) said it will launch an AI chatbot, called Ernie, to the public in March. Google stock plunged. MSFT and Baidu rose, but pared weekly gains. Various AI plays reversed lower after huge gains in recent weeks.</p><h3><a href=\"https://laohu8.com/S/PI\">Impinj</a>, Monolithic Guide Higher</h3><p>Onsemi (ON) and <a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions</a> (SWKS) joined the parade of chipmakers guiding lower for the March quarter after delivering in line or better sales and earnings for the December quarter. Meanwhile, <a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) matched views for the fourth quarter and withdrew its outlook. <a href=\"https://laohu8.com/S/DIOD\">Diodes</a> (DIOD) beat estimates and gave in-line guidance. But fabless chipmakers Impinj (PI) and <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power</a> Systems (MPWR) each guided higher for first-quarter sales after delivering better-than-expected fourth-quarter results. All of these stocks rose solidly except for PI stock.</p><h3>BP Jumps On <a href=\"https://laohu8.com/S/FOSL\">Fossil</a> Fuel Vision</h3><p>The U.K. energy giant reported a 29% EPS gain, just missing, while revenue rose 33% to $69.3 billion. But BP (BP) spiked higher, breaking out to a three-year high, after downshifting an aggressive move toward renewables. The U.K.-based energy giant anticipates oil and gas production to be around 2.3 million barrels of oil equivalent per day in 2025. By 2030, BP expects to be producing 2 million. That would be 25% below BP&#39;s 2019 production, but much higher than its prior goal of a 40% cut. BP CEO Bernard Looney has also said the goal is to increase alternative energy investments to around 50% of total capital spending by 2030. Shell (SHEL), which also has signaled more fossil fuels recently, flirted with a breakout.</p><h3>Disney Earnings Top, Proxy Fight Over</h3><p>Disney (DIS) reported a 7% EPS decline while revenue grew 8% to $23.5 billion, both beating. Disney+ subscribers fell vs. the prior quarter, but North America customers actually edged up. The entertainment giant announced plans to cut 7,000 jobs, or 3%, as part of a large-scale reorganization. It aims to cut $5.5 billion in costs, including $3 billion from content. Following the earnings and restructuring plan, activist investor Nelson Peltz called off his proxy battle vs. Disney.</p><h3>Cybersecurity Software</h3><p>Fortinet (FTNT) reported Q4 earnings jumped 76%, beating views. Revenue climbed 33% to $1.28 billion, just below consensus. But billings topped forecasts and so did the 2023 revenue outlook. <a href=\"https://laohu8.com/S/CYBR\">CyberArk</a> Software (CYBR) reported a 43% EPS decline, beating, while a 12% revenue gain fell short. Tenable (TENB) and <a href=\"https://laohu8.com/S/QLYS\">Qualys</a> (QLYS) topped consensus.</p><h3>Human Capital Software Makers Top</h3><p>Ceridian (CDAY) reported EPS up 156% from a year earlier while revenue rose 19% to $336.1 million. <a href=\"https://laohu8.com/S/PAYC\">Paycom</a> Software (PAYC) reported EPS swelled 56% with revenue climbing 30% to $370. 6 million. CDAY jumped, clearing a buy zone. But PAYC stock tumbled.</p><h3>Cloudflare Growth Speedy</h3><p>Cloudflare (NET) reported 6 cents a share, up 500% from a 1 cent a year earlier. Revenue rose 42%, also slightly topping. The software maker also guided slightly higher on 2023 results. Cloudflare speeds up and provides security for web applications routed through its intelligent global network. It has ties with ChatGPT creator OpenAI. NET rose solidly.</p><h3>Database Software Stocks Jump</h3><p><a href=\"https://laohu8.com/S/NEWR\">New Relic</a> (NEWR) spiked as quarterly results soundly beat estimates on the top and bottom lines. The data analytics software maker says it&#39;s attracting new customers at a rapid pace. Alteryx (AYX) easily beats views, swinging to a profit while revenue swelled 73%. It also gave bullish guidance.</p><h3>Travel Firms Bullish On Demand</h3><p>Travel companies report Q4 results and 2023 guidance that varied, but agreed that travel should remain strong. <a href=\"https://laohu8.com/S/HLT\">Hilton</a> Worldwide (HLT) and Hertz (HTZ) both topped expectations. Hilton&#39;s adjusted earnings more than doubled with revenue up 33%, though top-line growth has been slowing. <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Caribbean (RCL) posted a better-than-expected loss, but was just shy on revenue predictions. <a href=\"https://laohu8.com/S/WYNN\">Wynn</a> Resorts (WYNN) and MGM Resorts (MGM) both reported big Q4 losses, but the Macau-focused gaming giants impressed with strong revenue growth. <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> (EXPE) missed estimates but gave a solid guidance of double-digit top-line and bottom-line growth for 2023. But EXPE tumbled Friday, weighing on other travel plays.</p><h3>Chipotle Misses, But <a href=\"https://laohu8.com/S/YUM\">Yum</a> Stock Looks Tasty</h3><p><a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a> (CMG) reported EPS up 49%, revenue up 11.2% and same-store sales 5.6%, but all missed fourth-quarter estimates as consumers tightened spending. Last year, Chipotle hiked menu prices amid food and wage cost inflation. CMG stock fell back below a buy zone. Yum Brands (YUM) scored an overall beat, led by Taco Bell. EPS grew 28% while Yum also raised its dividend. Shares jumped, flirting a breakout. Yum China (YUMC) popped amid strong earnings, though sales missed.</p><h3>CVS To Buy <a href=\"https://laohu8.com/S/OSH\">Oak Street Health</a></h3><p><a href=\"https://laohu8.com/S/CVS\">CVS Health</a> (CVS) will pay $10.6 billion, including debt, for the primary care center operator for older adults. Oak Street Health (OSH), which already gapped up in early January on reports of a deal, spiked higher again. CVS also reported Q4 EPS rose by a penny to $1.99, ahead of estimates. But the midpoint of its 2023 guidance was below Wall Street consensus. CVS stock jumped, but from 52-week lows.</p><h3><a href=\"https://laohu8.com/S/UBER\">Uber</a> Jumps On Surprise Profit; Lyft Crashes</h3><p>Uber (UBER) reported a gain vs. an expected loss, while the ride-hailing and food delivery app giant sees bookings stepping up in Q1. Shares jumped. But Lyft (LYFT) dived on an unexpectedly big loss and weak revenue guidance.</p><h3><a href=\"https://laohu8.com/S/NWS\">News</a> In Brief</h3><p><a href=\"https://laohu8.com/S/VRTX\">Vertex Pharmaceuticals</a> (VRTX) sank on lacking near-term catalysts, though adjusted earnings beat views with a 25% gain. Sales grew 11% to $2.3 billion, in line with expectations.</p><p><a href=\"https://laohu8.com/S/INSP\">Inspire Medical Systems</a> (INSP) jumped as it turned profitable and sales rocketed 76% to $137.9 million.</p><p>Dexcom (DXCM) earnings rebounded, easily beating Q4 views, while sales grew 17% for the diabetes products giant. .</p><p><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> (ABBV) popped on a better-than-feared outlook for 2023 profit. Q4 profit beat with a 17% drop. Sales missed, but rose 2% to $15.12 billion in sales.</p><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL)modestly beat Q4 views, with EPS up 12% and revenue 7%. The digital payments leader guided slightly higher for Q1 and 2023 earnings. CEO Dan Schulman will leave at the end of 2023</p><p>Affirm Holdings (AFRM) reported a loss of $1.10 per share while revenue rose 11% to $399.6 million. Gross merchandise volume missed views. The buy now, pay now leader also guided lower.</p><p><a href=\"https://laohu8.com/S/TEX\">Terex</a> (TEX) earnings climbed 63% with revenue up 23%. The heavy equipment guided higher for 2023. It also raised its quarterly dividend by 15% to 15 cents a share.</p><p><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> (ENPH) reported a 107% EPS gain, easily beating, and upped its guidance amid &#34;strong global demand&#34; for its solar products. But concerns about near-term U.S. demand send stocks reversing sharply lower.</p><p>Pinterest (PINS) plunged as EPS topped views but revenue growth slowed again, below estimates. The social media firm also gave a weak revenue outlook.</p></body></html>","source":"lsy1610612141385","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>U.S. Weekly Review: Stock Market Pulls Back As Treasury Yields Jump; Google Dives On AI Flop</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\">\nU.S. Weekly Review: Stock Market Pulls Back As Treasury Yields Jump; Google Dives On AI Flop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-11 07:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/stock-market-pulls-back-treasury-yields-jump-google-dives-on-ai-flop/><strong>Investor's Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market rally extended a pullback from a Feb. 2 high, with the major indexes testing some key levels late in the week. Treasury yields soared as Fed officials signaled they may have raise ...</p>\n\n<a href=\"https://www.investors.com/news/stock-market-pulls-back-treasury-yields-jump-google-dives-on-ai-flop/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BK4543":"AI","AI":"C3.ai, Inc.","BK4528":"SaaS概念","BK4023":"应用软件",".IXIC":"NASDAQ Composite","BK4551":"寇图资本持仓",".DJI":"道琼斯"},"source_url":"https://www.investors.com/news/stock-market-pulls-back-treasury-yields-jump-google-dives-on-ai-flop/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166661028","content_text":"The stock market rally extended a pullback from a Feb. 2 high, with the major indexes testing some key levels late in the week. Treasury yields soared as Fed officials signaled they may have raise rates further than markets expected. Leading stocks generally showed strength. Microsoft (MSFT) rose as it integrated ChatGPT tech into its Bing search engine, while Google parent Alphabet (GOOGL) plunged as its AI chatbot underwhelmed. Cloudflare (NET), Fortinet (FTNT), BP (BP) and On Semiconductor (ON) were earnings winners.Market Rally RetreatsThe major indexes retreated while the Russell 2000 declined significantly, starting to test some key levels after a strong market advance. This could be a normal, healthy pullback or the start of something more. The 10-year Treasury yield jumped and the dollar strengthened. Crude oil prices rebounded.Google Dives As AI War Heats UpMicrosoft (MSFT) and Google-parent Alphabet (GOOGL) hosted media events highlighting artificial intelligence initiatives and investments. Analysts said Microsoft came out ahead in terms of describing its product strategy and showcasing ChatGPT technology from OpenAI. Microsoft announced that it is integrating the technology behind ChatGPT into its Bing search engine and web browser. Microsoft is the biggest investor in OpenAI. Google announced Bard, its conversational AI chatbot. Google's press event disappointed with little new news and an advertisement for Bard featured an inaccurate chatbot response. There's also a concern that Google, given its huge search engine market share, will have to spend massively to run Bard. Meanwhile, China's Baidu (BIDU) said it will launch an AI chatbot, called Ernie, to the public in March. Google stock plunged. MSFT and Baidu rose, but pared weekly gains. Various AI plays reversed lower after huge gains in recent weeks.Impinj, Monolithic Guide HigherOnsemi (ON) and Skyworks Solutions (SWKS) joined the parade of chipmakers guiding lower for the March quarter after delivering in line or better sales and earnings for the December quarter. Meanwhile, Rambus (RMBS) matched views for the fourth quarter and withdrew its outlook. Diodes (DIOD) beat estimates and gave in-line guidance. But fabless chipmakers Impinj (PI) and Monolithic Power Systems (MPWR) each guided higher for first-quarter sales after delivering better-than-expected fourth-quarter results. All of these stocks rose solidly except for PI stock.BP Jumps On Fossil Fuel VisionThe U.K. energy giant reported a 29% EPS gain, just missing, while revenue rose 33% to $69.3 billion. But BP (BP) spiked higher, breaking out to a three-year high, after downshifting an aggressive move toward renewables. The U.K.-based energy giant anticipates oil and gas production to be around 2.3 million barrels of oil equivalent per day in 2025. By 2030, BP expects to be producing 2 million. That would be 25% below BP's 2019 production, but much higher than its prior goal of a 40% cut. BP CEO Bernard Looney has also said the goal is to increase alternative energy investments to around 50% of total capital spending by 2030. Shell (SHEL), which also has signaled more fossil fuels recently, flirted with a breakout.Disney Earnings Top, Proxy Fight OverDisney (DIS) reported a 7% EPS decline while revenue grew 8% to $23.5 billion, both beating. Disney+ subscribers fell vs. the prior quarter, but North America customers actually edged up. The entertainment giant announced plans to cut 7,000 jobs, or 3%, as part of a large-scale reorganization. It aims to cut $5.5 billion in costs, including $3 billion from content. Following the earnings and restructuring plan, activist investor Nelson Peltz called off his proxy battle vs. Disney.Cybersecurity SoftwareFortinet (FTNT) reported Q4 earnings jumped 76%, beating views. Revenue climbed 33% to $1.28 billion, just below consensus. But billings topped forecasts and so did the 2023 revenue outlook. CyberArk Software (CYBR) reported a 43% EPS decline, beating, while a 12% revenue gain fell short. Tenable (TENB) and Qualys (QLYS) topped consensus.Human Capital Software Makers TopCeridian (CDAY) reported EPS up 156% from a year earlier while revenue rose 19% to $336.1 million. Paycom Software (PAYC) reported EPS swelled 56% with revenue climbing 30% to $370. 6 million. CDAY jumped, clearing a buy zone. But PAYC stock tumbled.Cloudflare Growth SpeedyCloudflare (NET) reported 6 cents a share, up 500% from a 1 cent a year earlier. Revenue rose 42%, also slightly topping. The software maker also guided slightly higher on 2023 results. Cloudflare speeds up and provides security for web applications routed through its intelligent global network. It has ties with ChatGPT creator OpenAI. NET rose solidly.Database Software Stocks JumpNew Relic (NEWR) spiked as quarterly results soundly beat estimates on the top and bottom lines. The data analytics software maker says it's attracting new customers at a rapid pace. Alteryx (AYX) easily beats views, swinging to a profit while revenue swelled 73%. It also gave bullish guidance.Travel Firms Bullish On DemandTravel companies report Q4 results and 2023 guidance that varied, but agreed that travel should remain strong. Hilton Worldwide (HLT) and Hertz (HTZ) both topped expectations. Hilton's adjusted earnings more than doubled with revenue up 33%, though top-line growth has been slowing. Royal Caribbean (RCL) posted a better-than-expected loss, but was just shy on revenue predictions. Wynn Resorts (WYNN) and MGM Resorts (MGM) both reported big Q4 losses, but the Macau-focused gaming giants impressed with strong revenue growth. Expedia (EXPE) missed estimates but gave a solid guidance of double-digit top-line and bottom-line growth for 2023. But EXPE tumbled Friday, weighing on other travel plays.Chipotle Misses, But Yum Stock Looks TastyChipotle Mexican Grill (CMG) reported EPS up 49%, revenue up 11.2% and same-store sales 5.6%, but all missed fourth-quarter estimates as consumers tightened spending. Last year, Chipotle hiked menu prices amid food and wage cost inflation. CMG stock fell back below a buy zone. Yum Brands (YUM) scored an overall beat, led by Taco Bell. EPS grew 28% while Yum also raised its dividend. Shares jumped, flirting a breakout. Yum China (YUMC) popped amid strong earnings, though sales missed.CVS To Buy Oak Street HealthCVS Health (CVS) will pay $10.6 billion, including debt, for the primary care center operator for older adults. Oak Street Health (OSH), which already gapped up in early January on reports of a deal, spiked higher again. CVS also reported Q4 EPS rose by a penny to $1.99, ahead of estimates. But the midpoint of its 2023 guidance was below Wall Street consensus. CVS stock jumped, but from 52-week lows.Uber Jumps On Surprise Profit; Lyft CrashesUber (UBER) reported a gain vs. an expected loss, while the ride-hailing and food delivery app giant sees bookings stepping up in Q1. Shares jumped. But Lyft (LYFT) dived on an unexpectedly big loss and weak revenue guidance.News In BriefVertex Pharmaceuticals (VRTX) sank on lacking near-term catalysts, though adjusted earnings beat views with a 25% gain. Sales grew 11% to $2.3 billion, in line with expectations.Inspire Medical Systems (INSP) jumped as it turned profitable and sales rocketed 76% to $137.9 million.Dexcom (DXCM) earnings rebounded, easily beating Q4 views, while sales grew 17% for the diabetes products giant. .AbbVie (ABBV) popped on a better-than-feared outlook for 2023 profit. Q4 profit beat with a 17% drop. Sales missed, but rose 2% to $15.12 billion in sales.PayPal (PYPL)modestly beat Q4 views, with EPS up 12% and revenue 7%. The digital payments leader guided slightly higher for Q1 and 2023 earnings. CEO Dan Schulman will leave at the end of 2023Affirm Holdings (AFRM) reported a loss of $1.10 per share while revenue rose 11% to $399.6 million. Gross merchandise volume missed views. The buy now, pay now leader also guided lower.Terex (TEX) earnings climbed 63% with revenue up 23%. The heavy equipment guided higher for 2023. It also raised its quarterly dividend by 15% to 15 cents a share.Enphase Energy (ENPH) reported a 107% EPS gain, easily beating, and upped its guidance amid \"strong global demand\" for its solar products. But concerns about near-term U.S. demand send stocks reversing sharply lower.Pinterest (PINS) plunged as EPS topped views but revenue growth slowed again, below estimates. The social media firm also gave a weak revenue outlook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969349854,"gmtCreate":1668379362278,"gmtModify":1676538045401,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9969349854","repostId":"1190456060","repostType":4,"repost":{"id":"1190456060","kind":"news","pubTimestamp":1668302284,"share":"https://ttm.financial/m/news/1190456060?lang=&edition=fundamental","pubTime":"2022-11-13 09:18","market":"us","language":"en","title":"SPY: Bear Market Rally Or A Major Bottom?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190456060","media":"Seeking Alpha","summary":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF  that tracks the S&P500 soared by 5.5% Thursday  - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean?","content":"<html><head></head><body><h2>Summary</h2><ul><li>Large 1-day rallies are usually associated with the bear market rallies.</li><li>Major bottoms require a policy change.</li><li>The Fed is still in inflation-fighting mode.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d234d2c3a6fdd66410e8c4fdc86a25\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gonin/iStock via Getty Images</span></p><h2>The top 20: daily returns for S&amp;P500</h2><p>The SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&amp;P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&amp;P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let&#39;s first evaluate the top 20 list of the daily rates of return for the S&amp;P500:</p><p><img src=\"https://static.tigerbbs.com/9a00554a6ad210b0ab26216de0667def\" tg-width=\"927\" tg-height=\"1314\" referrerpolicy=\"no-referrer\"/></p><p>As you can see from the list above,</p><ul><li>12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.</li><li>8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.</li><li>2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.</li></ul><p>Based on the historical evidence, the 5.6% daily spike in S&amp;P500 (SPX) is either a signal of a major bottom or just another bear market rally.</p><h2>The major bottom thesis</h2><p>The major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.</p><p>The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.</p><p>As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed&#39;s monetary policy tightening, 2) the recessionary selloff caused by the Fed&#39;s tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.</p><p>The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It&#39;s true, we are likely past the peak inflation, and thus the peak hawkishness.</p><p>However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether &#34;something will break&#34; during the process and cause the Phase 3 and the credit crunch.</p><h2>The recessionary selloff</h2><p>The S&amp;P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.</p><p>Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.</p><p>Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ef81e28bf62d769ca5f75f29feb339\" tg-width=\"640\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><p>Based on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.</p><h2>Why is the 10Y-3mo curve inverted? Why is this signaling a recession?</h2><p>The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.</p><p>The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.</p><p>But don&#39;t count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.</p><p>But don&#39;t expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it&#39;s more likely to escalate. This is inflationary. The war in Ukraine is still active and it&#39;s more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.</p><h2>It&#39;s a bear market rally</h2><p>We are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of &#34;things breaking&#34; like the cryptocurrencies, which could lead to the Phase 3 selloff.</p><p>Bear market rallies happen during the &#34;in-between periods&#34;, so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don&#39;t think anybody expects this over the near term. Don&#39;t fight the Fed. The bear market rally is the opportunity to sell or re-short.</p><h2>SPY sector analysis</h2><p>AllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11bae7fc6e9bba3dee9e588bd902bb1\" tg-width=\"640\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/><span>SelectSectorSPDR</span></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>SPY: Bear Market Rally Or A Major Bottom?</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: Bear Market Rally Or A Major Bottom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20...</p>\n\n<a href=\"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom\">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",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190456060","content_text":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let's first evaluate the top 20 list of the daily rates of return for the S&P500:As you can see from the list above,12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.Based on the historical evidence, the 5.6% daily spike in S&P500 (SPX) is either a signal of a major bottom or just another bear market rally.The major bottom thesisThe major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed's monetary policy tightening, 2) the recessionary selloff caused by the Fed's tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It's true, we are likely past the peak inflation, and thus the peak hawkishness.However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether \"something will break\" during the process and cause the Phase 3 and the credit crunch.The recessionary selloffThe S&P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:FREDBased on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.Why is the 10Y-3mo curve inverted? Why is this signaling a recession?The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.But don't count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.But don't expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it's more likely to escalate. This is inflationary. The war in Ukraine is still active and it's more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.It's a bear market rallyWe are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of \"things breaking\" like the cryptocurrencies, which could lead to the Phase 3 selloff.Bear market rallies happen during the \"in-between periods\", so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don't think anybody expects this over the near term. Don't fight the Fed. The bear market rally is the opportunity to sell or re-short.SPY sector analysisAllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.SelectSectorSPDR","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955582053,"gmtCreate":1675563143372,"gmtModify":1676539007771,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955582053","repostId":"2308684441","repostType":4,"repost":{"id":"2308684441","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":1675558051,"share":"https://ttm.financial/m/news/2308684441?lang=&edition=fundamental","pubTime":"2023-02-05 08:47","market":"us","language":"en","title":"The Stock-Market Rally Survived a Confusing Week. Here's What Comes Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2308684441","media":"Dow Jones","summary":"A key point of conflict requires resolutionInvestors can be excused for feeling a sense of confusion","content":"<html><head></head><body><p>A key point of conflict requires resolution</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d84acd0fff9a6d03a294f0091d5a09d\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Investors can be excused for feeling a sense of confusion. GETTY IMAGES/ISTOCKPHOTO</span></p><p>Despite a Friday stumble, stocks ended a turbulent week with another round of solid gains, keeping 2023&#39;s young but robust stock-market rally very much alive.</p><p>But a cloud of confusion also sets over the market, and it will eventually need to be resolved, strategists said.</p><p>Stocks rose early in the week as traders continued to bet that the Federal Reserve won&#39;t follow through on its forecast to push the federal funds rate to a peak above 5% and hold it there, instead looking for cuts by year-end. Fed chief Jerome Powell pushed back against that expectation again on Wednesday, but a nuanced answer to a question about loosening financial conditions and an acknowledgment that the &#34;disinflationary process&#34; had begun convinced traders they remained right about the rate path.</p><p>On Friday, however, a blowout January jobs report, with the U.S. economy adding 517,000 jobs and the unemployment rate dropping to 3.4%, its lowest level since 1969, appeared to affirm Powell&#39;s position.</p><p>Stocks took a hit, even if they finished off session lows, with the Nasdaq Composite  booking a fifth straight weekly gain and the S&amp;P 500  achieving back-to-back weekly wins. The Dow Jones Industrial Average  suffered a 0.2% weekly fall.</p><p>&#34;It kind of leaves you shaking your head right now, doesn&#39;t it?&#34; asked Jim Baird, chief investment officer at Plante Moran Financial Advisors, in a phone interview.</p><p>At some point in the coming months there will need to be &#34;a reconciliation between what the markets think the Fed will do and what Powell says the Fed will do,&#34; Baird said.</p><p>The rally could continue for now, Baird said, but he argued it would be wise in the long run to take the Fed at face value. &#34;I think the overall tone of risk taking in the market right now is a little bit too optimistic.&#34;</p><p>Money-market traders did react to Friday&#39;s data. Fed funds futures on Friday afternoon reflected a 99.6% probability that the Fed would raise the target rate by 25 basis points to a range of 4.75% to 5% at the conclusion of its next policy meeting, on March 22, up from an 82.7% probability on Thursday, according to the CME FedWatch tool.</p><p>For the Fed&#39;s May meeting, the market reflected a 61.3% chance of another quarter-point rise to 5% to 5.25%, the level the Fed has signaled is its expected high-water-mark rate. On Thursday, it saw just a 30% chance of a quarter-point rise in May. But markets still look for a cut by year-end.</p><p>Of course, one month&#39;s data do not represent the end of the argument. But unless January&#39;s labor-market strength turns out to be a blip, the hawks on the Fed are likely to dig in and keep rates higher for longer, said Yung-Yu Ma, chief investment strategist at BMO Wealth Management, in a phone interview.</p><p>For markets, the lack of a resolution to the long-simmering disconnect with the Fed could lead to a period of consolidation after an admittedly impressive start to 2023, he said.</p><p>Indeed, the momentum behind the market&#39;s rally could be set to continue. It&#39;s been led by tech and other growth stocks that were hammered in last year&#39;s market rout. Market watchers detect a sense of &#34;FOMO,&#34; or fear of missing out, is driving what some have termed a tech-stock &#34;meltup.&#34;</p><p>&#34;The impressive equity rally to start the year has caught cautious institutional investors, hedge funds, and strategists off guard. While overbought conditions are obvious, the near-universal level of skepticism among institutions provides a contrarian degree of support for continued strength,&#34; said Mark Hackett, chief of investment research at Nationwide, in a Friday note.</p><p>And then there&#39;s earnings season, which has so far seen results from around half of the S&amp;P 500.</p><p>Companies through Friday had reported lower earnings for the fourth quarter relative to the end of the previous week and relative to the end of the quarter.</p><p>The blended earnings decline (a combination of actual results for companies that have reported and estimated results for companies that have yet to report) for the fourth quarter was 5.3% through Friday, compared with an earnings decline of 5.1% last week and an earnings decline of 3.3% at the end of the fourth quarter, according to FactSet. If earnings come out negative for the quarter, it would be the first year-over-year decline since the third quarter of 2020.</p><p>When it comes to earnings, &#34;there&#39;s definitely been a mood of forgiveness in the market,&#34; said BMO&#39;s Ma.</p><p>&#34;I think the market just didn&#39;t want to see a disastrous earnings season,&#34; he said, noting expectations remain for weak earnings in the current quarter and next, with bulls looking into the second half of this year and even into 2024 to get on a better footing.</p><p>For the market, the main driver will remain data on inflation and wage growth, Ma said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Stock-Market Rally Survived a Confusing Week. Here's What Comes Next</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Stock-Market Rally Survived a Confusing Week. Here's What Comes Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-02-05 08:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A key point of conflict requires resolution</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d84acd0fff9a6d03a294f0091d5a09d\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Investors can be excused for feeling a sense of confusion. GETTY IMAGES/ISTOCKPHOTO</span></p><p>Despite a Friday stumble, stocks ended a turbulent week with another round of solid gains, keeping 2023&#39;s young but robust stock-market rally very much alive.</p><p>But a cloud of confusion also sets over the market, and it will eventually need to be resolved, strategists said.</p><p>Stocks rose early in the week as traders continued to bet that the Federal Reserve won&#39;t follow through on its forecast to push the federal funds rate to a peak above 5% and hold it there, instead looking for cuts by year-end. Fed chief Jerome Powell pushed back against that expectation again on Wednesday, but a nuanced answer to a question about loosening financial conditions and an acknowledgment that the &#34;disinflationary process&#34; had begun convinced traders they remained right about the rate path.</p><p>On Friday, however, a blowout January jobs report, with the U.S. economy adding 517,000 jobs and the unemployment rate dropping to 3.4%, its lowest level since 1969, appeared to affirm Powell&#39;s position.</p><p>Stocks took a hit, even if they finished off session lows, with the Nasdaq Composite  booking a fifth straight weekly gain and the S&amp;P 500  achieving back-to-back weekly wins. The Dow Jones Industrial Average  suffered a 0.2% weekly fall.</p><p>&#34;It kind of leaves you shaking your head right now, doesn&#39;t it?&#34; asked Jim Baird, chief investment officer at Plante Moran Financial Advisors, in a phone interview.</p><p>At some point in the coming months there will need to be &#34;a reconciliation between what the markets think the Fed will do and what Powell says the Fed will do,&#34; Baird said.</p><p>The rally could continue for now, Baird said, but he argued it would be wise in the long run to take the Fed at face value. &#34;I think the overall tone of risk taking in the market right now is a little bit too optimistic.&#34;</p><p>Money-market traders did react to Friday&#39;s data. Fed funds futures on Friday afternoon reflected a 99.6% probability that the Fed would raise the target rate by 25 basis points to a range of 4.75% to 5% at the conclusion of its next policy meeting, on March 22, up from an 82.7% probability on Thursday, according to the CME FedWatch tool.</p><p>For the Fed&#39;s May meeting, the market reflected a 61.3% chance of another quarter-point rise to 5% to 5.25%, the level the Fed has signaled is its expected high-water-mark rate. On Thursday, it saw just a 30% chance of a quarter-point rise in May. But markets still look for a cut by year-end.</p><p>Of course, one month&#39;s data do not represent the end of the argument. But unless January&#39;s labor-market strength turns out to be a blip, the hawks on the Fed are likely to dig in and keep rates higher for longer, said Yung-Yu Ma, chief investment strategist at BMO Wealth Management, in a phone interview.</p><p>For markets, the lack of a resolution to the long-simmering disconnect with the Fed could lead to a period of consolidation after an admittedly impressive start to 2023, he said.</p><p>Indeed, the momentum behind the market&#39;s rally could be set to continue. It&#39;s been led by tech and other growth stocks that were hammered in last year&#39;s market rout. Market watchers detect a sense of &#34;FOMO,&#34; or fear of missing out, is driving what some have termed a tech-stock &#34;meltup.&#34;</p><p>&#34;The impressive equity rally to start the year has caught cautious institutional investors, hedge funds, and strategists off guard. While overbought conditions are obvious, the near-universal level of skepticism among institutions provides a contrarian degree of support for continued strength,&#34; said Mark Hackett, chief of investment research at Nationwide, in a Friday note.</p><p>And then there&#39;s earnings season, which has so far seen results from around half of the S&amp;P 500.</p><p>Companies through Friday had reported lower earnings for the fourth quarter relative to the end of the previous week and relative to the end of the quarter.</p><p>The blended earnings decline (a combination of actual results for companies that have reported and estimated results for companies that have yet to report) for the fourth quarter was 5.3% through Friday, compared with an earnings decline of 5.1% last week and an earnings decline of 3.3% at the end of the fourth quarter, according to FactSet. If earnings come out negative for the quarter, it would be the first year-over-year decline since the third quarter of 2020.</p><p>When it comes to earnings, &#34;there&#39;s definitely been a mood of forgiveness in the market,&#34; said BMO&#39;s Ma.</p><p>&#34;I think the market just didn&#39;t want to see a disastrous earnings season,&#34; he said, noting expectations remain for weak earnings in the current quarter and next, with bulls looking into the second half of this year and even into 2024 to get on a better footing.</p><p>For the market, the main driver will remain data on inflation and wage growth, Ma said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308684441","content_text":"A key point of conflict requires resolutionInvestors can be excused for feeling a sense of confusion. GETTY IMAGES/ISTOCKPHOTODespite a Friday stumble, stocks ended a turbulent week with another round of solid gains, keeping 2023's young but robust stock-market rally very much alive.But a cloud of confusion also sets over the market, and it will eventually need to be resolved, strategists said.Stocks rose early in the week as traders continued to bet that the Federal Reserve won't follow through on its forecast to push the federal funds rate to a peak above 5% and hold it there, instead looking for cuts by year-end. Fed chief Jerome Powell pushed back against that expectation again on Wednesday, but a nuanced answer to a question about loosening financial conditions and an acknowledgment that the \"disinflationary process\" had begun convinced traders they remained right about the rate path.On Friday, however, a blowout January jobs report, with the U.S. economy adding 517,000 jobs and the unemployment rate dropping to 3.4%, its lowest level since 1969, appeared to affirm Powell's position.Stocks took a hit, even if they finished off session lows, with the Nasdaq Composite  booking a fifth straight weekly gain and the S&P 500  achieving back-to-back weekly wins. The Dow Jones Industrial Average  suffered a 0.2% weekly fall.\"It kind of leaves you shaking your head right now, doesn't it?\" asked Jim Baird, chief investment officer at Plante Moran Financial Advisors, in a phone interview.At some point in the coming months there will need to be \"a reconciliation between what the markets think the Fed will do and what Powell says the Fed will do,\" Baird said.The rally could continue for now, Baird said, but he argued it would be wise in the long run to take the Fed at face value. \"I think the overall tone of risk taking in the market right now is a little bit too optimistic.\"Money-market traders did react to Friday's data. Fed funds futures on Friday afternoon reflected a 99.6% probability that the Fed would raise the target rate by 25 basis points to a range of 4.75% to 5% at the conclusion of its next policy meeting, on March 22, up from an 82.7% probability on Thursday, according to the CME FedWatch tool.For the Fed's May meeting, the market reflected a 61.3% chance of another quarter-point rise to 5% to 5.25%, the level the Fed has signaled is its expected high-water-mark rate. On Thursday, it saw just a 30% chance of a quarter-point rise in May. But markets still look for a cut by year-end.Of course, one month's data do not represent the end of the argument. But unless January's labor-market strength turns out to be a blip, the hawks on the Fed are likely to dig in and keep rates higher for longer, said Yung-Yu Ma, chief investment strategist at BMO Wealth Management, in a phone interview.For markets, the lack of a resolution to the long-simmering disconnect with the Fed could lead to a period of consolidation after an admittedly impressive start to 2023, he said.Indeed, the momentum behind the market's rally could be set to continue. It's been led by tech and other growth stocks that were hammered in last year's market rout. Market watchers detect a sense of \"FOMO,\" or fear of missing out, is driving what some have termed a tech-stock \"meltup.\"\"The impressive equity rally to start the year has caught cautious institutional investors, hedge funds, and strategists off guard. While overbought conditions are obvious, the near-universal level of skepticism among institutions provides a contrarian degree of support for continued strength,\" said Mark Hackett, chief of investment research at Nationwide, in a Friday note.And then there's earnings season, which has so far seen results from around half of the S&P 500.Companies through Friday had reported lower earnings for the fourth quarter relative to the end of the previous week and relative to the end of the quarter.The blended earnings decline (a combination of actual results for companies that have reported and estimated results for companies that have yet to report) for the fourth quarter was 5.3% through Friday, compared with an earnings decline of 5.1% last week and an earnings decline of 3.3% at the end of the fourth quarter, according to FactSet. If earnings come out negative for the quarter, it would be the first year-over-year decline since the third quarter of 2020.When it comes to earnings, \"there's definitely been a mood of forgiveness in the market,\" said BMO's Ma.\"I think the market just didn't want to see a disastrous earnings season,\" he said, noting expectations remain for weak earnings in the current quarter and next, with bulls looking into the second half of this year and even into 2024 to get on a better footing.For the market, the main driver will remain data on inflation and wage growth, Ma said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952607022,"gmtCreate":1674661066667,"gmtModify":1676538951578,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9952607022","repostId":"2305111142","repostType":4,"repost":{"id":"2305111142","kind":"highlight","pubTimestamp":1674660541,"share":"https://ttm.financial/m/news/2305111142?lang=&edition=fundamental","pubTime":"2023-01-25 23:29","market":"us","language":"en","title":"2 Growth Stocks Down More Than 50% to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2305111142","media":"Motley Fool","summary":"Roku and Shopify are great bargains now.","content":"<html><head></head><body><p>Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.</p><p>Valuations have crumbled, and investors have gone from thinking industries like e-commerce would have limitless growth to believing that they&#39;re dead. That sell-off has created a buying opportunity, and two stocks down big that look especially promising are <b>Roku</b> and <b>Shopify</b>.</p><p>Here&#39;s a closer look at why each of these growth stocks holds significant long-term promise despite being down more than 50% over the past 12 months.</p><h2>1. Roku: Streaming is still growing</h2><p>Roku stock is down a whopping 89% from its peak in 2021, as seemingly everything has gone wrong for the leading streaming platform.</p><p>First, subscriber growth in services like <b>Netflix </b>seemed to hit a ceiling after a surge in growth earlier in the pandemic. The ad market also shriveled as brands are preparing for a recession and cutting spending. In fact, the slowdown is bad enough that Roku actually forecast a decline in revenue in the fourth quarter.</p><p>Roku has also swung from profits in 2021 to sizable losses as the company stepped up its investments in the business just as revenue growth started to slow.</p><p>However, it&#39;s a mistake to think the Roku growth story is dead. In fact, the company continues to grow users and viewing time, which is a sign that demand for its service remains strong.</p><p>Earlier in January, the company said it had topped 70 million active accounts globally, adding 9.9 million in 2022, more than the 8.9 million it gained in 2021. The company also said streaming hours increased 19% in the year to 87.4 billion, showing that Roku users are spending more time with the platform.</p><p>Roku&#39;s business is centered around advertising. It takes a 30% share of ad inventory from its streaming partners, and with several legacy media companies having recently launched streaming services and Netflix and <b>Disney</b> recently adding advertising tiers, Roku should get some significant tailwinds over time.</p><p>Despite the current headwinds, Roku&#39;s long-term growth still looks promising, and the stock should recover once the ad market picks up.</p><h2>2. Shopify: E-commerce will rebound</h2><p>Much like Roku stock plunged on weakness in the streaming industry, so has Shopify plunged due to the slowdown in e-commerce.</p><p>Shares of the e-commerce software leader have tumbled after surging on strong growth during the pandemic. Revenue growth has slowed as its profits have turned into losses, and it has seen a stretched valuation, which was up to a price-to-sales ratio over 50 at one point during the pandemic.</p><p>Shopify is far from the only e-commerce stock that&#39;s struggling lately. In fact, most have experienced the whipsaw effect of a boom and bust during the pandemic, including <b>Amazon</b>, <b>Etsy</b>, and <b><a href=\"https://laohu8.com/S/W\">Wayfair</a></b>.</p><p>Despite those headwinds, the long-term opportunity for Shopify is still intact. It&#39;s the clear leader in e-commerce software, and it&#39;s still outgrowing the industry, posting 21% constant-currency growth in gross merchandise volume during the Black Friday weekend. In addition, retail sales volume should continue to shift from brick-and-mortar stores to the online channel over time as delivery gets faster and more convenient and finding the product you want gets even easier.</p><p>As a software company, Shopify also has the capability to be highly profitable once the business scales and starts to mature, though the company has spent aggressively on growth throughout its history. For example, it spent $2.1 billion last year to acquire Deliverr, a fulfillment technology company, to beef up its own fulfillment network to better compete with Amazon. In fact, Shopify and Amazon increasingly appear to be on a collision course as Amazon as expanding its Buy with Prime program to all eligible merchants at the end of January, posing a potentially serious threat to Shopify.</p><p>However, if Shopify can fend off that threat, its growth should accelerate as it moves past the difficult comparisons from the pandemic, and it should get tailwinds from the economic recovery whenever that happens.</p><p>Expect Shopify to continue to develop its fulfillment network, and as it does, the platform will become more attractive to merchants and even more competitive with Amazon.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks Down More Than 50% to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks Down More Than 50% to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.Valuations have crumbled, and investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305111142","content_text":"Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.Valuations have crumbled, and investors have gone from thinking industries like e-commerce would have limitless growth to believing that they're dead. That sell-off has created a buying opportunity, and two stocks down big that look especially promising are Roku and Shopify.Here's a closer look at why each of these growth stocks holds significant long-term promise despite being down more than 50% over the past 12 months.1. Roku: Streaming is still growingRoku stock is down a whopping 89% from its peak in 2021, as seemingly everything has gone wrong for the leading streaming platform.First, subscriber growth in services like Netflix seemed to hit a ceiling after a surge in growth earlier in the pandemic. The ad market also shriveled as brands are preparing for a recession and cutting spending. In fact, the slowdown is bad enough that Roku actually forecast a decline in revenue in the fourth quarter.Roku has also swung from profits in 2021 to sizable losses as the company stepped up its investments in the business just as revenue growth started to slow.However, it's a mistake to think the Roku growth story is dead. In fact, the company continues to grow users and viewing time, which is a sign that demand for its service remains strong.Earlier in January, the company said it had topped 70 million active accounts globally, adding 9.9 million in 2022, more than the 8.9 million it gained in 2021. The company also said streaming hours increased 19% in the year to 87.4 billion, showing that Roku users are spending more time with the platform.Roku's business is centered around advertising. It takes a 30% share of ad inventory from its streaming partners, and with several legacy media companies having recently launched streaming services and Netflix and Disney recently adding advertising tiers, Roku should get some significant tailwinds over time.Despite the current headwinds, Roku's long-term growth still looks promising, and the stock should recover once the ad market picks up.2. Shopify: E-commerce will reboundMuch like Roku stock plunged on weakness in the streaming industry, so has Shopify plunged due to the slowdown in e-commerce.Shares of the e-commerce software leader have tumbled after surging on strong growth during the pandemic. Revenue growth has slowed as its profits have turned into losses, and it has seen a stretched valuation, which was up to a price-to-sales ratio over 50 at one point during the pandemic.Shopify is far from the only e-commerce stock that's struggling lately. In fact, most have experienced the whipsaw effect of a boom and bust during the pandemic, including Amazon, Etsy, and Wayfair.Despite those headwinds, the long-term opportunity for Shopify is still intact. It's the clear leader in e-commerce software, and it's still outgrowing the industry, posting 21% constant-currency growth in gross merchandise volume during the Black Friday weekend. In addition, retail sales volume should continue to shift from brick-and-mortar stores to the online channel over time as delivery gets faster and more convenient and finding the product you want gets even easier.As a software company, Shopify also has the capability to be highly profitable once the business scales and starts to mature, though the company has spent aggressively on growth throughout its history. For example, it spent $2.1 billion last year to acquire Deliverr, a fulfillment technology company, to beef up its own fulfillment network to better compete with Amazon. In fact, Shopify and Amazon increasingly appear to be on a collision course as Amazon as expanding its Buy with Prime program to all eligible merchants at the end of January, posing a potentially serious threat to Shopify.However, if Shopify can fend off that threat, its growth should accelerate as it moves past the difficult comparisons from the pandemic, and it should get tailwinds from the economic recovery whenever that happens.Expect Shopify to continue to develop its fulfillment network, and as it does, the platform will become more attractive to merchants and even more competitive with Amazon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928765090,"gmtCreate":1671408379711,"gmtModify":1676538530503,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9928765090","repostId":"1145930436","repostType":4,"repost":{"id":"1145930436","kind":"news","pubTimestamp":1671405169,"share":"https://ttm.financial/m/news/1145930436?lang=&edition=fundamental","pubTime":"2022-12-19 07:12","market":"us","language":"en","title":"PCE Inflation, FedEx, Nike Results Lead Into the Holidays: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1145930436","media":"Yahoo Finance","summary":"The holiday season is underway, but a few key earnings and economic reports will deck the halls on W","content":"<html><head></head><body><p>The holiday season is underway, but a few key earnings and economic reports will deck the halls on Wall Street before markets shut down for a long Christmas weekend.</p><p>In the days ahead, the economic calendar will bring investors the latest personal consumption expenditures price index — or PCE — which is the Fed&#39;s preferred inflation measure, as well as another reading on GDP, a batch of housing data, and the Conference Board’s gauge of consumer confidence.</p><p>On the corporate side, earnings from Nike (NKE), FedEx (FDX), Micron Technology (MU), Carnival (CCL) will keep traders busy.</p><p>The earnings and economic lineup will offer 2022’s final clues for investors’ main focus heading into the new year: how much higher Federal Reserve officials will raise interest rates and whether those policy moves will tip the U.S. economy into a recession.</p><p>The PCE price index — the Fed’s preferred measure of inflation set for release Friday — is perhaps the most crucial data point of the week ahead.</p><p>On a monthly basis, PCE is expected to show a 0.1% rise in November, down slightly from 0.3% the prior month, Bloomberg consensus estimates show. PCE inflation likely eased to a rate of 5.5% from 6% previously over the year. Core PCE, stripping the volatile food and energy components out, is set to show a 0.2% climb over the prior month — unchanged from October — and a slightly slower rise of 4.7% over the year, down from 5% the prior month.</p><p>Following the Fed’sfinal policy announcement of 2022 on Wednesday, strategists pointed out that the most surprising data point among economic projections from policymakers was an upward revision to their core PCE expectations to 3.5% from 3.1% previously at the end of 2023.</p><p>“This was somewhat surprising to us because we thought a higher path for the policy rate would mean a lower path for inflation, but these revisions suggest that the median member sees inflation as being significantly stickier than they previously thought in September,” Bank of America’s Michael Gapen and his team of strategists said in a recent note.</p><p>Nikko Asset Management Chief Global Strategist John Vail also pointed out that this means officials think they will need to keep rates at a high terminal rate through 2023, even assuming some lag effects.</p><p>Worries about“higher for longer” rates and a resulting economic downturn have so far weighed heavily on Wall Street this December, a traditionally bullish period for the stock market that appears to be anything but this season.</p><p>Investors have been hoping for a Santa Claus rally— a sustained rise in the stock market that occurs around year-end holidays. Typically defined as covering the last five trading days of the year and first two of the new year, regardless of dates this year&#39;s hopes for a rally have been dampened.</p><p>On Friday, U.S. stocks confirmed back-to-back weekly losses for the first time since September. For the week, the S&amp;P 500 shed 2.1%, the Dow Jones Industrial Average 1.7%, and the technology-heavy Nasdaq Composite 2.7%.</p><p>During the post-meeting press conference, Fed Chair Jerome Powell emphatically asserted he and his colleagues are committed to bringing inflation back down to 2%, the U.S. central bank’s long-term price stability target as measured by PCE.</p><p>The last reading in October came in three times that goal at 6%, with the core measure at 5%. Meanwhile, the Consumer Price Index (CPI)rose at an annual clip of 7.1%in November. The CPI index sources data from consumers, while PCE sources from businesses, each tracking a different scope of expenditures. CPI, for example, only captures out-of-pocket consumer medical expenses, while PCE includes employer contributions.</p><p>Updates on the housing market will also be closely watched in the week ahead. The December homebuilder survey and measure of housing starts, existing home sales, and new home sales are all on tap. Shelter cost increases are a key component of sticky inflation.</p><p>Elsewhere on the economic docket, the government will release its third and final estimate of GDP, the broadest measure of U.S. economic activity, which is likely to show real gross domestic product increased at an annual rate of 2.9 percent in the third quarter of 2022 — unchanged from prior estimates. The Conference Board’s Consumer Confidence Index, which tracks U.S. consumer attitudes, spending plans, and expectations for inflation, stock prices, and interest rates, is also due out.</p><p>On the corporate side, FedEx and Nike earnings will be critical gauges of consumer spending during the all-important holiday shopping season, while Micron’s results will offer the latest look at the chip industry.</p><p>—</p><p>Economic Calendar</p><p><b>Monday:</b> <b><i>NAHB Housing Market Index</i></b>, December (34 expected, 33 during prior month)</p><p><b>Tuesday:</b> <b><i>Housing Starts</i></b>, November (1.400 million expected, 1.425 during prior month); <b><i>Building Permits</i></b>, November (1.480 million expected, 1.526 million during prior month, downwardly revised to 1.512 million); <b><i>Housing Starts</i></b>, month-over-month, November (-1.8% expected, -4.2% during prior month); <b><i>Building Permits</i></b>, month-over-month, November (-2.1% expected, -2.4% during prior month)</p><p><b>Wednesday:</b> <b><i>MBA Mortgage Applications</i></b>, week ended Dec. 16 (-3.2% during prior week); Current Account Balance, Q3 (-$223.5 billion expected, -$251.1 billion during prior month); <b><i>Existing Home Sales</i></b>, November (4.20 million expected, 4.43 million during prior month); <b><i>Existing Home Sales</i></b>, month-over-month, November (-5.2% expected, -5.9% during prior month); <b><i>Conference Board Consumer Confidence</i></b>, December (101.0 expected, 100.2 during prior month); <b><i>Conference Board Present Situation</i></b>, November (137.4 during prior month); <b><i>Conference Board Expectations</i></b>, November (75.4 during prior month)</p><p><b>Thursday:</b> <b><i>Chicago Fed National Activity Index</i></b>, November (-0.05 during prior month); <b><i>GDP Annualized</i></b>, quarter-over-quarter, Q3 Third Estimate (2.9% expected, 2.9% prior); <b><i>Personal Consumption</i></b>, quarter-over-quarter, Q3 Third Estimate (1.7% expected, 1.7% prior); <b><i>GDP Price Index</i></b>, quarter-over-quarter, Q3 Third Estimate (4.3% expected, 4.3% prior); <b><i>Core PCE</i></b>, quarter-over-quarter, Q3 Third Estimate (4.6% expected, 4.6% prior);<b><i>Initial Jobless Claims</i></b>, week ended Dec.17 (222,000 expected, 211,000 during prior week); <b><i>Continuing Claims</i></b>, week ended Dec. 10 (1.685 expected, 1.671 million during prior week); <b><i>Leading Index</i></b>, November (-0.5% expected, -0.8% during prior month); <b><i>Kansas City Manufacturing Index</i></b>, October (-2 expected, 1 during prior week)</p><p><b>Friday:</b><b><i>Personal Income</i></b>, month-over-month, November (0.3% expected, 0.7% during prior month);<b><i>Personal Spending</i></b>, month-over-month, November (0.2% expected, 0.8% during prior month);<b><i>Real Personal Spending</i></b>, month-over-month, November (0.0% expected, 0.5% during prior month);<b><i>PCE Deflator</i></b>, month-over-month, November (0.1% expected, 0.3% during prior month);<b><i>PCE Deflator</i></b>, year-over-year, November (5.5% expected, 6.0% during prior month);<b><i>PCE Core Deflator</i></b>, month-over-month, November (0.2% expected, 0.2% during prior month);<b><i>PCE Core Deflator</i></b>, year-over-year, November (4.7% expected, 5.0% during prior month);<b><i>Durable Goods Orders</i></b>, November Preliminary (-1.0% expected, 1.1% during prior month);<b><i>Durables Excluding Transportation</i></b>, November Preliminary (0.0% expected, 0.5% during prior month);<b><i>Non-Defense Capital Goods Orders Excluding Aircraft</i></b>, November Preliminary (0.2% expected, 0.6% during prior month);<b><i>Non-Defense Capital Goods Shipments Excluding Aircraft</i></b>, November Preliminary (-0.2% expected, 1.5% during prior month);<b><i>University of Michigan Consumer Sentiment</i></b>, December final (59.1 expected, 59.1 prior);<b><i>New Home Sales</i></b>, November (600,000 expected, 632,000 during prior month);<b><i>New Home Sales</i></b>, month-over-month, November (-5.1% expected, 7.5% during prior month)</p><p>—</p><p><b>Earnings Calendar</b></p><p><b>Monday:</b> Heico (HEI), Steelcase (SCS)</p><p><b>Tuesday:</b> Nike (NKE), General Mills (GIS), FedEx (FDX), FactSet (FDS), CalAmp Corp. (CAMP), Blackberry (BB), FuelCell Energy (FCEL), Neogen (NEOG), Worthington Industries (WOR)</p><p><b>Wednesday:</b> Micron Technology (MU), Cintas (CTAS), MillerKnoll (MLKN), Rite Aid (RAD), Toro (TTC), Carnival Cruises (CCL)</p><p><b>Thursday:</b> CarMax (KMX), Apogee Enterprises (APOG), Paychex (PAYX)</p><p><b>Friday:</b> <i>No notable reports scheduled for release.</i></p><p><img src=\"https://static.tigerbbs.com/ce8887a9234917a25aa5a2d7208f1642\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"yahoofinance_sg","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>PCE Inflation, FedEx, Nike Results Lead Into the Holidays: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPCE Inflation, FedEx, Nike Results Lead Into the Holidays: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 07:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-week-ahead-nike-fedex-earnings-pce-inflation-182343611.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The holiday season is underway, but a few key earnings and economic reports will deck the halls on Wall Street before markets shut down for a long Christmas weekend.In the days ahead, the economic ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-week-ahead-nike-fedex-earnings-pce-inflation-182343611.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/stock-market-week-ahead-nike-fedex-earnings-pce-inflation-182343611.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145930436","content_text":"The holiday season is underway, but a few key earnings and economic reports will deck the halls on Wall Street before markets shut down for a long Christmas weekend.In the days ahead, the economic calendar will bring investors the latest personal consumption expenditures price index — or PCE — which is the Fed's preferred inflation measure, as well as another reading on GDP, a batch of housing data, and the Conference Board’s gauge of consumer confidence.On the corporate side, earnings from Nike (NKE), FedEx (FDX), Micron Technology (MU), Carnival (CCL) will keep traders busy.The earnings and economic lineup will offer 2022’s final clues for investors’ main focus heading into the new year: how much higher Federal Reserve officials will raise interest rates and whether those policy moves will tip the U.S. economy into a recession.The PCE price index — the Fed’s preferred measure of inflation set for release Friday — is perhaps the most crucial data point of the week ahead.On a monthly basis, PCE is expected to show a 0.1% rise in November, down slightly from 0.3% the prior month, Bloomberg consensus estimates show. PCE inflation likely eased to a rate of 5.5% from 6% previously over the year. Core PCE, stripping the volatile food and energy components out, is set to show a 0.2% climb over the prior month — unchanged from October — and a slightly slower rise of 4.7% over the year, down from 5% the prior month.Following the Fed’sfinal policy announcement of 2022 on Wednesday, strategists pointed out that the most surprising data point among economic projections from policymakers was an upward revision to their core PCE expectations to 3.5% from 3.1% previously at the end of 2023.“This was somewhat surprising to us because we thought a higher path for the policy rate would mean a lower path for inflation, but these revisions suggest that the median member sees inflation as being significantly stickier than they previously thought in September,” Bank of America’s Michael Gapen and his team of strategists said in a recent note.Nikko Asset Management Chief Global Strategist John Vail also pointed out that this means officials think they will need to keep rates at a high terminal rate through 2023, even assuming some lag effects.Worries about“higher for longer” rates and a resulting economic downturn have so far weighed heavily on Wall Street this December, a traditionally bullish period for the stock market that appears to be anything but this season.Investors have been hoping for a Santa Claus rally— a sustained rise in the stock market that occurs around year-end holidays. Typically defined as covering the last five trading days of the year and first two of the new year, regardless of dates this year's hopes for a rally have been dampened.On Friday, U.S. stocks confirmed back-to-back weekly losses for the first time since September. For the week, the S&P 500 shed 2.1%, the Dow Jones Industrial Average 1.7%, and the technology-heavy Nasdaq Composite 2.7%.During the post-meeting press conference, Fed Chair Jerome Powell emphatically asserted he and his colleagues are committed to bringing inflation back down to 2%, the U.S. central bank’s long-term price stability target as measured by PCE.The last reading in October came in three times that goal at 6%, with the core measure at 5%. Meanwhile, the Consumer Price Index (CPI)rose at an annual clip of 7.1%in November. The CPI index sources data from consumers, while PCE sources from businesses, each tracking a different scope of expenditures. CPI, for example, only captures out-of-pocket consumer medical expenses, while PCE includes employer contributions.Updates on the housing market will also be closely watched in the week ahead. The December homebuilder survey and measure of housing starts, existing home sales, and new home sales are all on tap. Shelter cost increases are a key component of sticky inflation.Elsewhere on the economic docket, the government will release its third and final estimate of GDP, the broadest measure of U.S. economic activity, which is likely to show real gross domestic product increased at an annual rate of 2.9 percent in the third quarter of 2022 — unchanged from prior estimates. The Conference Board’s Consumer Confidence Index, which tracks U.S. consumer attitudes, spending plans, and expectations for inflation, stock prices, and interest rates, is also due out.On the corporate side, FedEx and Nike earnings will be critical gauges of consumer spending during the all-important holiday shopping season, while Micron’s results will offer the latest look at the chip industry.—Economic CalendarMonday: NAHB Housing Market Index, December (34 expected, 33 during prior month)Tuesday: Housing Starts, November (1.400 million expected, 1.425 during prior month); Building Permits, November (1.480 million expected, 1.526 million during prior month, downwardly revised to 1.512 million); Housing Starts, month-over-month, November (-1.8% expected, -4.2% during prior month); Building Permits, month-over-month, November (-2.1% expected, -2.4% during prior month)Wednesday: MBA Mortgage Applications, week ended Dec. 16 (-3.2% during prior week); Current Account Balance, Q3 (-$223.5 billion expected, -$251.1 billion during prior month); Existing Home Sales, November (4.20 million expected, 4.43 million during prior month); Existing Home Sales, month-over-month, November (-5.2% expected, -5.9% during prior month); Conference Board Consumer Confidence, December (101.0 expected, 100.2 during prior month); Conference Board Present Situation, November (137.4 during prior month); Conference Board Expectations, November (75.4 during prior month)Thursday: Chicago Fed National Activity Index, November (-0.05 during prior month); GDP Annualized, quarter-over-quarter, Q3 Third Estimate (2.9% expected, 2.9% prior); Personal Consumption, quarter-over-quarter, Q3 Third Estimate (1.7% expected, 1.7% prior); GDP Price Index, quarter-over-quarter, Q3 Third Estimate (4.3% expected, 4.3% prior); Core PCE, quarter-over-quarter, Q3 Third Estimate (4.6% expected, 4.6% prior);Initial Jobless Claims, week ended Dec.17 (222,000 expected, 211,000 during prior week); Continuing Claims, week ended Dec. 10 (1.685 expected, 1.671 million during prior week); Leading Index, November (-0.5% expected, -0.8% during prior month); Kansas City Manufacturing Index, October (-2 expected, 1 during prior week)Friday:Personal Income, month-over-month, November (0.3% expected, 0.7% during prior month);Personal Spending, month-over-month, November (0.2% expected, 0.8% during prior month);Real Personal Spending, month-over-month, November (0.0% expected, 0.5% during prior month);PCE Deflator, month-over-month, November (0.1% expected, 0.3% during prior month);PCE Deflator, year-over-year, November (5.5% expected, 6.0% during prior month);PCE Core Deflator, month-over-month, November (0.2% expected, 0.2% during prior month);PCE Core Deflator, year-over-year, November (4.7% expected, 5.0% during prior month);Durable Goods Orders, November Preliminary (-1.0% expected, 1.1% during prior month);Durables Excluding Transportation, November Preliminary (0.0% expected, 0.5% during prior month);Non-Defense Capital Goods Orders Excluding Aircraft, November Preliminary (0.2% expected, 0.6% during prior month);Non-Defense Capital Goods Shipments Excluding Aircraft, November Preliminary (-0.2% expected, 1.5% during prior month);University of Michigan Consumer Sentiment, December final (59.1 expected, 59.1 prior);New Home Sales, November (600,000 expected, 632,000 during prior month);New Home Sales, month-over-month, November (-5.1% expected, 7.5% during prior month)—Earnings CalendarMonday: Heico (HEI), Steelcase (SCS)Tuesday: Nike (NKE), General Mills (GIS), FedEx (FDX), FactSet (FDS), CalAmp Corp. (CAMP), Blackberry (BB), FuelCell Energy (FCEL), Neogen (NEOG), Worthington Industries (WOR)Wednesday: Micron Technology (MU), Cintas (CTAS), MillerKnoll (MLKN), Rite Aid (RAD), Toro (TTC), Carnival Cruises (CCL)Thursday: CarMax (KMX), Apogee Enterprises (APOG), Paychex (PAYX)Friday: No notable reports scheduled for release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967571941,"gmtCreate":1670366925084,"gmtModify":1676538351328,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9967571941","repostId":"2289816897","repostType":4,"repost":{"id":"2289816897","kind":"highlight","pubTimestamp":1670340722,"share":"https://ttm.financial/m/news/2289816897?lang=&edition=fundamental","pubTime":"2022-12-06 23:32","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2289816897","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Last week was another welcome step up for investors long the market. The &#34;three stocks to avoid&#34; in my column that I thought were going to lose to the market last week -- <b>Big Lots</b>, <b>Baozun</b>, and <b>Coinbase</b> -- fell 4%, rose 26%, and climbed 8%, respectively, averaging out to a hearty 10% gain.</p><p>The <b>S&amp;P 500</b> experienced a 1.1% move higher. I was wrong. I have still been correct in 37 of the past 59 weeks, or 63% of the time.</p><p>Now let&#39;s look at the week ahead. I see <b>Coinbase</b>, <b>Baozun</b>, and <b>AeroVironment</b> as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Coinbase</b></h2><p>Cryptocurrencies bounced back slightly last week, and that helped the leading trading exchange for digital currencies recover with its 8% climb. But I don&#39;t think the worst is over for the platform.</p><p>We&#39;ve seen a few prolific crypto hubs implode this year. Just when you think there are no more shoes to drop, more start falling. But Coinbase won&#39;t collapse anytime soon. It&#39;s a conservative player with a strong balance sheet. However, all of the hits that crypto traders have faced -- with their assets frozen at best and lost forever at worst -- is going to hurt all trading exchanges. Consumer confidence isn&#39;t going to return overnight. Coinbase bounced back from all-time lows two weeks ago, but the climate is still risky and unkind.</p><h2><b>2. Baozun</b></h2><p>The biggest gainer from last week&#39;s column was Baozun. The Chinese provider of e-commerce tools soared after reporting fresh financials. Hopes that the country will ease pandemic-related shutdowns also got investors excited about China as a reopening play.</p><p>The third-quarter results weren&#39;t great. Revenue declined 8% to $244.8 million, roughly in line with expectations. Its the third consecutive year-over-year slide in top-line results. Baozun&#39;s margins improved, but the bottom line still wasn&#39;t bullish. The company that helps global brands get noticed by China&#39;s internet users posted an adjusted deficit of $0.03 a share. Analysts were holding out for a small profit. It&#39;s the third time in a row that Baozun falls short of the market&#39;s profit targets. It has also now missed on the bottom line in four of the past five quarters.</p><p>Baozun deserves credit for helping rein in its costs, but last week&#39;s pop was an overreaction. With Chinese restrictions capping the growth of homegrown enterprises and scaring away interest in international players, it&#39;s hard to see Baozun shining in the near term.</p><h2><b>3. AeroVironment</b></h2><p>This may seem like a good time to be selling military drones. The war in Ukraine finds allies providing the country with small to midsize unmanned aerial vehicles, and AeroVironment is ready to serve. It reports fresh financials on Tuesday, and Raymond James upgraded the stock last month on a bullish thesis that orders have been strong.</p><p>Analysts generally aren&#39;t as hopeful. They see revenue declining 7% from the prior year&#39;s showing. They also are looking for AeroVironment&#39;s profits to fall sharply in Tuesday afternoon&#39;s report. It has fallen short of Wall Street earnings expectations in back-to-back quarters heading into this week&#39;s financial update. AeroVironment may be a thinking investor&#39;s bet on the continuing escalation of military conflicts, but with the stock already up nearly 50% in 2022, it could take a hit if it doesn&#39;t deliver a blowout financial performance.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Coinbase, Baozun, and AeroVironment this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid 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\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVAV":"AeroVironment公司","BZUN":"宝尊电商","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289816897","content_text":"Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and Coinbase -- fell 4%, rose 26%, and climbed 8%, respectively, averaging out to a hearty 10% gain.The S&P 500 experienced a 1.1% move higher. I was wrong. I have still been correct in 37 of the past 59 weeks, or 63% of the time.Now let's look at the week ahead. I see Coinbase, Baozun, and AeroVironment as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. CoinbaseCryptocurrencies bounced back slightly last week, and that helped the leading trading exchange for digital currencies recover with its 8% climb. But I don't think the worst is over for the platform.We've seen a few prolific crypto hubs implode this year. Just when you think there are no more shoes to drop, more start falling. But Coinbase won't collapse anytime soon. It's a conservative player with a strong balance sheet. However, all of the hits that crypto traders have faced -- with their assets frozen at best and lost forever at worst -- is going to hurt all trading exchanges. Consumer confidence isn't going to return overnight. Coinbase bounced back from all-time lows two weeks ago, but the climate is still risky and unkind.2. BaozunThe biggest gainer from last week's column was Baozun. The Chinese provider of e-commerce tools soared after reporting fresh financials. Hopes that the country will ease pandemic-related shutdowns also got investors excited about China as a reopening play.The third-quarter results weren't great. Revenue declined 8% to $244.8 million, roughly in line with expectations. Its the third consecutive year-over-year slide in top-line results. Baozun's margins improved, but the bottom line still wasn't bullish. The company that helps global brands get noticed by China's internet users posted an adjusted deficit of $0.03 a share. Analysts were holding out for a small profit. It's the third time in a row that Baozun falls short of the market's profit targets. It has also now missed on the bottom line in four of the past five quarters.Baozun deserves credit for helping rein in its costs, but last week's pop was an overreaction. With Chinese restrictions capping the growth of homegrown enterprises and scaring away interest in international players, it's hard to see Baozun shining in the near term.3. AeroVironmentThis may seem like a good time to be selling military drones. The war in Ukraine finds allies providing the country with small to midsize unmanned aerial vehicles, and AeroVironment is ready to serve. It reports fresh financials on Tuesday, and Raymond James upgraded the stock last month on a bullish thesis that orders have been strong.Analysts generally aren't as hopeful. They see revenue declining 7% from the prior year's showing. They also are looking for AeroVironment's profits to fall sharply in Tuesday afternoon's report. It has fallen short of Wall Street earnings expectations in back-to-back quarters heading into this week's financial update. AeroVironment may be a thinking investor's bet on the continuing escalation of military conflicts, but with the stock already up nearly 50% in 2022, it could take a hit if it doesn't deliver a blowout financial performance.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Coinbase, Baozun, and AeroVironment this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961459827,"gmtCreate":1669030273769,"gmtModify":1676538141879,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961459827","repostId":"2284891180","repostType":4,"repost":{"id":"2284891180","kind":"highlight","pubTimestamp":1669017887,"share":"https://ttm.financial/m/news/2284891180?lang=&edition=fundamental","pubTime":"2022-11-21 16:04","market":"us","language":"en","title":"SPX: A Rallying Stock Market Is Bearish","url":"https://stock-news.laohu8.com/highlight/detail?id=2284891180","media":"Seeking Alpha","summary":"SummaryStocks rallied viciously due to lower inflation data.I believe this bear market rally has som","content":"<html><head></head><body><h2>Summary</h2><ul><li>Stocks rallied viciously due to lower inflation data.</li><li>I believe this bear market rally has some more room to go, but I wouldn’t bet on it.</li><li>The root cause of falling inflation isn’t bullish for stocks.</li><li>In 2023, bad news will be bad news again, and a rallying stock market is bearish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41fe2c4feaba1c36352e0d9664de24f3\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>blewisphotography/iStock via Getty Images</span></p><h2>“Hopium” is back again</h2><p>It doesn’t take much for investors to be optimistic about the markets again. Last week the S&amp;P 500 (SPX) rallied ~6%, and the Nasdaq ~8% after the inflation print came in lower than expected at 7.7% YoY or 0.4% MoM. The PPI data should come in lower too, reflecting the symptoms of a slowing economy and weakening consumer spending.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8830de04b6cb31c02f372c43e213054\" tg-width=\"1275\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>CPI &amp; PPI YoY Percentage Change (Author Excel with Data from fred.stlouisfed.org)</span></p><p>So far, so unsurprising – not for the market, though. The S&amp;P 500 and the Nasdaq made the bulk of their gains last week right after the CPI report was published. Markets played the pivot book: The Dollar (DXY) withdrew sharply as Yields collapsed, and assets appreciated. The market priced in a higher probability of relative monetary easing of the Federal Reserve due to lower-than-expected inflation. Naturally, the most interest-rate sensitive assets appreciated the most, hence the outperformance of the Nasdaq. Bitcoin (BTC-USD) rose over 10% on that day. Although that gain has to be taken with a caveat because the CPI print followed the day that FTX went bankrupt and Crypto assets collapsed. Therefore, a rebound seemed natural.</p><p>On Thursday, the Nasdaq (NDX) had its best trading day since April 2020. I don’t believe a new bull market has started, however. Huge upswings and short squeezes are characteristic of bear market rallies. The underlying macroeconomic circumstances have not changed enough to put an end to this bear market. I believe this rally is one of the bigger ones, like the bear market rally starting in June 2022. I believe the market can feed off of big short exposure and the narrative that inflation has finally peaked.</p><p>I also believe inflation has peaked, as I cannot imagine that the economy will be able to healthily operate with the immense burden of the sharply risen cost of capital. The previously raised interest rates start to feed into the economy gradually. As Jerome Powell always reminds us: “Monetary Policy works with long and variable lags.” That counts for monetary easing and monetary tightening. Additionally, the basis effect should help keep the YoY inflation rate comparatively low.</p><p>The financial stress that the economy will have to endure during the first half of 2023 seems too high to be bullish at the current valuation level. While analysts have lowered their expectations for 2023 earnings, they are still around ~$220 for the S&amp;P 500 (0% growth), which currently reflects a P/E FWD of 18x. Given the macroeconomic and geopolitical circumstances I believe that is still way too high.</p><p>In the event of a recession, which is my base case, earnings should fall and not only stay flat for 2023. Assuming the earnings multiple for the S&amp;P 500 goes back to its mean of 16x and earnings depreciate by 10% in 2023 (basically guaranteed if a real recession hits), the fair value of the S&amp;P should be around 3,200 points. Of course, the P/E FWD ratio estimate is only for constructing a framework about where the fair value<i>should</i> be. There are many more factors at play.</p><p>After all, the alternative to equities is an investment in basically risk-free US government bonds, which now have moved into the positive real-rate territory across the yield curve. During the last 20 years, expansive monetary policy has moved even the most risk-averse investors into the equity space. Now that risk-free rates have risen, these risk-averse players are attracted by the risk-free yield, especially when compared to equity premiums. This is why I believe that the current drawdown in equities only accounts for the yield rise and not for earnings depreciation. I make the speculation of largely not being invested while waiting until the other shoe drops, most likely in H1/2023.</p><h2>Searching for historical bottoms</h2><p>Usually, the market is forward-looking and doesn’t reflect the economy. However, historically trying to front-run the pivot didn’t work:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8447327903f174e95c5886662c788efe\" tg-width=\"1278\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Fed Funds &amp; SP500 (Excel from Author using data from fred.stlouisfed.org)</span></p><p>That’s because of the circumstances of the previous pivot points.</p><p>When the Federal Reserve raised rates during the 2000’s it was because the economy was overheating, and the labor market was tight. While rates were rising, the stock market appreciated because of strong fundamentals (rising GDP). After some time, the monetary tightening worked itself into the economy, and the market fundamentals started to worsen. After a period of plateauing rates, the stock market tumbled, and the Federal Reserve was quick to cut rates. While the Federal Reserve was cutting rates the stock market fell even further. Historically, the bottom of the stock market was in only<i>after</i> the Federal Reserve had already cut rates significantly and the liquidity cycle started to move upwards again.</p><p>In 2022, however, we have a different situation. The Federal Reserve tightened monetary policy, and the stock market depreciated <i>because of it</i>. That fundamental difference exists because of inflation.</p><p>During the last 40 years, the overarching trend of inflation was down. Especially in the last 20 years, global Central Banks struggled to create inflation with loose monetary policy. If the economy and the financial markets start to struggle while there is no concern about material inflation or even fear of deflation, then the playbook of Central Banks becomes very easy: stimulate the economy to raise inflation and decrease unemployment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93089c2daa2b2a46fe64342b4a9c84db\" tg-width=\"1200\" tg-height=\"659\" referrerpolicy=\"no-referrer\"/><span>Taylor-Rule (Author)</span></p><p>According to the Taylor Rule, the Federal Reserve had to lower interest rates (1-h) so often in the past because inflation was below the long-term inflation rate goal,<i>and</i> (1-g) GDP was also below the long-term production potential. Both parts of the formula demanded monetary easing.</p><p>During 2020-2022 the macroeconomic circumstances changed 180 degrees. Because of several shortages, and most importantly massive fiscal stimulus, which was fully financed by expansive monetary policy, demand exploded while goods were scarce. After inflation came in hot quarter after quarter, the Federal Reserve had to raise rates into a falling stock market for the first time in 20+ years.</p><p>Because of the traditionally backward-looking indicators of Central Banks (i.e. unemployment), the economy appeared red hot while inflation was clearly above the 2% target. These two macroeconomic circumstances basically guaranteed monetary tightening. A falling stock market is appreciated by the Federal Reserve because it resembles tightening financial conditions. Tightening financial conditions should decrease inflation and raise unemployment – the goals of the central bank policy during times like these.</p><h2>Trying to time the pivot?</h2><p>We are in a different situation now, though. Inflation is still way above the 2% target. But the slowdown of the global economy is getting more and more clear by the day. And many of the bubbles fueled by monetary excesses [i.e. Meme-Tech-stocks like Peleton (PTON), Palantir (PLTR), Nikola (NKLA), or Crypto (BTC) / (ETH)] have deflated 80-90% from their highs.</p><p>Many investors ask themselves now: If inflation has peaked and the economy is materially slowing down, why not buy the dip in risk assets? Won’t the Fed Put be back after inflation comes down MoM?</p><p>That sounds like an attractive argument. Hence, I believe the current rally could sustain for the remainder of 2022. There are finally positive news for the stock market to rally. Ultimately, however, I believe the current stock price action is nothing more than a rather violent bear market rally because of the following reasons:</p><h3>1. The Federal Reserve wants to make sure that inflation is dealt with</h3><p>During the speculation mania that followed the March 2020 Covid crash, any doubt about valuation levels was quickly dismissed with the “don’t fight the Fed” mantra. And speculators were right back then. If the liquidity cycle makes a big upswing, you don’t want to be caught off guard shorting stocks because of their stretched valuations. Tesla (TSLA) perma bears painfully had to learn that. But the same counts for when the liquidity cycle is in a downturn and investors are recklessly holding on to their overvalued tech stocks. Fighting the Fed in 2022 means staying invested in long-duration, high-growth, high-valuation equities. Just last week, Powell reiterated the Federal Reserve’s stance to tighten policy until something breaks. Powell seemed confident that it would be easier to put the economy into recession and then rescue it after they overtighten financial conditions. After all, nothing kills inflation like a recession.</p><h3>2. Unemployment is too low</h3><p>Without the labor market breaking and unemployment sharply rising, there is no reason for global Central Banks to meaningfully change the direction of their policy to an accommodative level. During the FOMC meeting, Powell made it clear that rates will likely stay higher for longer than the market currently expects. The Federal Reserve has given up on its attempt of engineering a “softish landing”. Inflation becoming entrenched in the economy is their worst fear, and with the low levels of unemployment, the Central Bank doesn’t have to balance its efforts to slow down inflation. Even after the rate hikes are over, quantitative tightening will worsen financial conditions and be a great hurdle for the stock market.</p><p>Some layoffs have already started. To my belief, tech companies will be able to raise productivity by removing some unnecessary workforce from recent years, where revenue growth was highly monetarily valued, but profitability wasn’t. Facebook (FB), Amazon (AMZN), and Twitter (TWTR) have already started. Alphabet (GOOG) and Apple (AAPL) are likely to follow. If high-paid workers lose their steady income stream, they are likely to sell off some of their accumulated assets in order to have a safety cushion to rely upon. It would be typical that this selling coincides with retail capitulation and a final rise in volatility, which usually marks the low of the bear market. I don’t believe we’re at the end yet, but I don’t want to dismiss the rather orderly decline of stock prices in 2022.</p><h3>3. Bad news will be bad news again</h3><p>I think 2023 will be about the labor market and the effects of higher rates for the housing market and less about the Federal Reserve monetary policy. After all, the bulk of the rate hikes are done, and now it is about how long they can stay this elevated. That’s not as interesting for the stock market as hiking 50-75 basis points per month, at least in terms of forward pricing. As seen last week, the current market is still heavily focused on inflation and the resulting change of the Federal Reserve policy. That’s why bad news about an economic slowdown were bullish. Inflation expectations would decrease, and as a function of that, the Federal Reserve was expected to be less tight.</p><p>I don’t expect the Federal Reserve to immediately cut rates if the labor market eases. Because of that consistency and resilience to lower rates, I think that bad news will be bad news again in 2023. The housing market should come under pressure too, as more and more mortgages have to be refinanced. As of now, the illiquidity of the housing market makes it seem somewhat resilient. But I don’t believe that resiliency will hold in 2023 if rates stay elevated.</p><p>Hiking interest rates for fewer percentage points is less bearish but still not bullish, given how elevated rates already are. The liquidity cycle is still in a downturn, albeit less quickly, and Quantitative Tightening still continues linearly. Until now, much of the Quantitative Tightening got neutralized by a rundown of the US Treasury General account:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ecc783a2e50ff641e9c70d6bfcb9101\" tg-width=\"1169\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/><span>M2 &amp; US Treasury General Account (fred.stlouisfed.org)</span></p><p>In 2023, the softening impact of decreasing the treasury account in line with Quantitative Easing will still be possible for some time, but not forever. The likelihood of excessive fiscal policy stimulating the economy has decreased too, given the results of the US midterm elections.</p><h3>4. A stock-market rally is bearish</h3><p>Something has to break for the Fed to pivot. If the market reaches previous highs, it only increases the probability that Central banks tighten monetary policy even further. That’s because financial conditions usually ease during stock market rallies. Bond yields usually fall because the market expects accommodative monetary policy, which makes it possible for the Federal Reserve to conduct more Quantitative Tightening because investors buy them, trying to front-run a pivot. To me that seems self-defeating.</p><h2>Summary</h2><p>I believe that in 2023, bad news will be bad news again. Plunging earnings and layoffs will ultimately be bearish for the stock market. The Federal Reserve can only pivot if something breaks. The process of “breaking” usually isn’t bullish for the stock market. Bear markets often end with capitulation, but long-only ETF DCA retail still makes their monthly investments in the S&amp;P 500. Unemployment has to rise to turn these inflows into outflows. Bad news will be bad news, and a rallying stock market will be bearish.</p><p><i>This article is written by Nikolai Galozi for reference only. Please note the risks.</i></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>SPX: A Rallying Stock Market Is Bearish</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\">\nSPX: A Rallying Stock Market Is Bearish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 16:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559201-spx-a-rallying-stock-market-is-bearish><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryStocks rallied viciously due to lower inflation data.I believe this bear market rally has some more room to go, but I wouldn’t bet on it.The root cause of falling inflation isn’t bullish for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559201-spx-a-rallying-stock-market-is-bearish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4559201-spx-a-rallying-stock-market-is-bearish","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284891180","content_text":"SummaryStocks rallied viciously due to lower inflation data.I believe this bear market rally has some more room to go, but I wouldn’t bet on it.The root cause of falling inflation isn’t bullish for stocks.In 2023, bad news will be bad news again, and a rallying stock market is bearish.blewisphotography/iStock via Getty Images“Hopium” is back againIt doesn’t take much for investors to be optimistic about the markets again. Last week the S&P 500 (SPX) rallied ~6%, and the Nasdaq ~8% after the inflation print came in lower than expected at 7.7% YoY or 0.4% MoM. The PPI data should come in lower too, reflecting the symptoms of a slowing economy and weakening consumer spending.CPI & PPI YoY Percentage Change (Author Excel with Data from fred.stlouisfed.org)So far, so unsurprising – not for the market, though. The S&P 500 and the Nasdaq made the bulk of their gains last week right after the CPI report was published. Markets played the pivot book: The Dollar (DXY) withdrew sharply as Yields collapsed, and assets appreciated. The market priced in a higher probability of relative monetary easing of the Federal Reserve due to lower-than-expected inflation. Naturally, the most interest-rate sensitive assets appreciated the most, hence the outperformance of the Nasdaq. Bitcoin (BTC-USD) rose over 10% on that day. Although that gain has to be taken with a caveat because the CPI print followed the day that FTX went bankrupt and Crypto assets collapsed. Therefore, a rebound seemed natural.On Thursday, the Nasdaq (NDX) had its best trading day since April 2020. I don’t believe a new bull market has started, however. Huge upswings and short squeezes are characteristic of bear market rallies. The underlying macroeconomic circumstances have not changed enough to put an end to this bear market. I believe this rally is one of the bigger ones, like the bear market rally starting in June 2022. I believe the market can feed off of big short exposure and the narrative that inflation has finally peaked.I also believe inflation has peaked, as I cannot imagine that the economy will be able to healthily operate with the immense burden of the sharply risen cost of capital. The previously raised interest rates start to feed into the economy gradually. As Jerome Powell always reminds us: “Monetary Policy works with long and variable lags.” That counts for monetary easing and monetary tightening. Additionally, the basis effect should help keep the YoY inflation rate comparatively low.The financial stress that the economy will have to endure during the first half of 2023 seems too high to be bullish at the current valuation level. While analysts have lowered their expectations for 2023 earnings, they are still around ~$220 for the S&P 500 (0% growth), which currently reflects a P/E FWD of 18x. Given the macroeconomic and geopolitical circumstances I believe that is still way too high.In the event of a recession, which is my base case, earnings should fall and not only stay flat for 2023. Assuming the earnings multiple for the S&P 500 goes back to its mean of 16x and earnings depreciate by 10% in 2023 (basically guaranteed if a real recession hits), the fair value of the S&P should be around 3,200 points. Of course, the P/E FWD ratio estimate is only for constructing a framework about where the fair valueshould be. There are many more factors at play.After all, the alternative to equities is an investment in basically risk-free US government bonds, which now have moved into the positive real-rate territory across the yield curve. During the last 20 years, expansive monetary policy has moved even the most risk-averse investors into the equity space. Now that risk-free rates have risen, these risk-averse players are attracted by the risk-free yield, especially when compared to equity premiums. This is why I believe that the current drawdown in equities only accounts for the yield rise and not for earnings depreciation. I make the speculation of largely not being invested while waiting until the other shoe drops, most likely in H1/2023.Searching for historical bottomsUsually, the market is forward-looking and doesn’t reflect the economy. However, historically trying to front-run the pivot didn’t work:Fed Funds & SP500 (Excel from Author using data from fred.stlouisfed.org)That’s because of the circumstances of the previous pivot points.When the Federal Reserve raised rates during the 2000’s it was because the economy was overheating, and the labor market was tight. While rates were rising, the stock market appreciated because of strong fundamentals (rising GDP). After some time, the monetary tightening worked itself into the economy, and the market fundamentals started to worsen. After a period of plateauing rates, the stock market tumbled, and the Federal Reserve was quick to cut rates. While the Federal Reserve was cutting rates the stock market fell even further. Historically, the bottom of the stock market was in onlyafter the Federal Reserve had already cut rates significantly and the liquidity cycle started to move upwards again.In 2022, however, we have a different situation. The Federal Reserve tightened monetary policy, and the stock market depreciated because of it. That fundamental difference exists because of inflation.During the last 40 years, the overarching trend of inflation was down. Especially in the last 20 years, global Central Banks struggled to create inflation with loose monetary policy. If the economy and the financial markets start to struggle while there is no concern about material inflation or even fear of deflation, then the playbook of Central Banks becomes very easy: stimulate the economy to raise inflation and decrease unemployment.Taylor-Rule (Author)According to the Taylor Rule, the Federal Reserve had to lower interest rates (1-h) so often in the past because inflation was below the long-term inflation rate goal,and (1-g) GDP was also below the long-term production potential. Both parts of the formula demanded monetary easing.During 2020-2022 the macroeconomic circumstances changed 180 degrees. Because of several shortages, and most importantly massive fiscal stimulus, which was fully financed by expansive monetary policy, demand exploded while goods were scarce. After inflation came in hot quarter after quarter, the Federal Reserve had to raise rates into a falling stock market for the first time in 20+ years.Because of the traditionally backward-looking indicators of Central Banks (i.e. unemployment), the economy appeared red hot while inflation was clearly above the 2% target. These two macroeconomic circumstances basically guaranteed monetary tightening. A falling stock market is appreciated by the Federal Reserve because it resembles tightening financial conditions. Tightening financial conditions should decrease inflation and raise unemployment – the goals of the central bank policy during times like these.Trying to time the pivot?We are in a different situation now, though. Inflation is still way above the 2% target. But the slowdown of the global economy is getting more and more clear by the day. And many of the bubbles fueled by monetary excesses [i.e. Meme-Tech-stocks like Peleton (PTON), Palantir (PLTR), Nikola (NKLA), or Crypto (BTC) / (ETH)] have deflated 80-90% from their highs.Many investors ask themselves now: If inflation has peaked and the economy is materially slowing down, why not buy the dip in risk assets? Won’t the Fed Put be back after inflation comes down MoM?That sounds like an attractive argument. Hence, I believe the current rally could sustain for the remainder of 2022. There are finally positive news for the stock market to rally. Ultimately, however, I believe the current stock price action is nothing more than a rather violent bear market rally because of the following reasons:1. The Federal Reserve wants to make sure that inflation is dealt withDuring the speculation mania that followed the March 2020 Covid crash, any doubt about valuation levels was quickly dismissed with the “don’t fight the Fed” mantra. And speculators were right back then. If the liquidity cycle makes a big upswing, you don’t want to be caught off guard shorting stocks because of their stretched valuations. Tesla (TSLA) perma bears painfully had to learn that. But the same counts for when the liquidity cycle is in a downturn and investors are recklessly holding on to their overvalued tech stocks. Fighting the Fed in 2022 means staying invested in long-duration, high-growth, high-valuation equities. Just last week, Powell reiterated the Federal Reserve’s stance to tighten policy until something breaks. Powell seemed confident that it would be easier to put the economy into recession and then rescue it after they overtighten financial conditions. After all, nothing kills inflation like a recession.2. Unemployment is too lowWithout the labor market breaking and unemployment sharply rising, there is no reason for global Central Banks to meaningfully change the direction of their policy to an accommodative level. During the FOMC meeting, Powell made it clear that rates will likely stay higher for longer than the market currently expects. The Federal Reserve has given up on its attempt of engineering a “softish landing”. Inflation becoming entrenched in the economy is their worst fear, and with the low levels of unemployment, the Central Bank doesn’t have to balance its efforts to slow down inflation. Even after the rate hikes are over, quantitative tightening will worsen financial conditions and be a great hurdle for the stock market.Some layoffs have already started. To my belief, tech companies will be able to raise productivity by removing some unnecessary workforce from recent years, where revenue growth was highly monetarily valued, but profitability wasn’t. Facebook (FB), Amazon (AMZN), and Twitter (TWTR) have already started. Alphabet (GOOG) and Apple (AAPL) are likely to follow. If high-paid workers lose their steady income stream, they are likely to sell off some of their accumulated assets in order to have a safety cushion to rely upon. It would be typical that this selling coincides with retail capitulation and a final rise in volatility, which usually marks the low of the bear market. I don’t believe we’re at the end yet, but I don’t want to dismiss the rather orderly decline of stock prices in 2022.3. Bad news will be bad news againI think 2023 will be about the labor market and the effects of higher rates for the housing market and less about the Federal Reserve monetary policy. After all, the bulk of the rate hikes are done, and now it is about how long they can stay this elevated. That’s not as interesting for the stock market as hiking 50-75 basis points per month, at least in terms of forward pricing. As seen last week, the current market is still heavily focused on inflation and the resulting change of the Federal Reserve policy. That’s why bad news about an economic slowdown were bullish. Inflation expectations would decrease, and as a function of that, the Federal Reserve was expected to be less tight.I don’t expect the Federal Reserve to immediately cut rates if the labor market eases. Because of that consistency and resilience to lower rates, I think that bad news will be bad news again in 2023. The housing market should come under pressure too, as more and more mortgages have to be refinanced. As of now, the illiquidity of the housing market makes it seem somewhat resilient. But I don’t believe that resiliency will hold in 2023 if rates stay elevated.Hiking interest rates for fewer percentage points is less bearish but still not bullish, given how elevated rates already are. The liquidity cycle is still in a downturn, albeit less quickly, and Quantitative Tightening still continues linearly. Until now, much of the Quantitative Tightening got neutralized by a rundown of the US Treasury General account:M2 & US Treasury General Account (fred.stlouisfed.org)In 2023, the softening impact of decreasing the treasury account in line with Quantitative Easing will still be possible for some time, but not forever. The likelihood of excessive fiscal policy stimulating the economy has decreased too, given the results of the US midterm elections.4. A stock-market rally is bearishSomething has to break for the Fed to pivot. If the market reaches previous highs, it only increases the probability that Central banks tighten monetary policy even further. That’s because financial conditions usually ease during stock market rallies. Bond yields usually fall because the market expects accommodative monetary policy, which makes it possible for the Federal Reserve to conduct more Quantitative Tightening because investors buy them, trying to front-run a pivot. To me that seems self-defeating.SummaryI believe that in 2023, bad news will be bad news again. Plunging earnings and layoffs will ultimately be bearish for the stock market. The Federal Reserve can only pivot if something breaks. The process of “breaking” usually isn’t bullish for the stock market. Bear markets often end with capitulation, but long-only ETF DCA retail still makes their monthly investments in the S&P 500. Unemployment has to rise to turn these inflows into outflows. Bad news will be bad news, and a rallying stock market will be bearish.This article is written by Nikolai Galozi for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924878868,"gmtCreate":1672234565155,"gmtModify":1676538657001,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924878868","repostId":"1177985721","repostType":4,"repost":{"id":"1177985721","kind":"news","pubTimestamp":1672242021,"share":"https://ttm.financial/m/news/1177985721?lang=&edition=fundamental","pubTime":"2022-12-28 23:40","market":"us","language":"en","title":"Tesla: Shares Dropping Like A Stone - Now A Bargain","url":"https://stock-news.laohu8.com/highlight/detail?id=1177985721","media":"Seeking Alpha","summary":"SummaryTesla stock is dropping like a stone and now down by approximately 70% YTD.There is a lot of ","content":"<html><head></head><body><h3>Summary</h3><ul><li>Tesla stock is dropping like a stone and now down by approximately 70% YTD.</li><li>There is a lot of noise surrounding the world&#39;s leading electric car maker, including (1) Musk selling shares, (2) Musk being CEO of Twitter, and (3) macro challenges.</li><li>These concerns should prove to be temporary. And from a fundamental perspective - in relation to Tesla&#39;s long-term potential - the stock looks undervalued.</li><li>I calculate a fair implied price per share for TSLA equal to $294.19/share.</li></ul><h3>Thesis</h3><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock is dropping like a stone and now down by approximately 70% YTD. For reference, this loss of value is worse than what investors needed to suffer with <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (down about 65% YTD), and the S&amp;P 500 (SPY) has only lost about 20%.</p><p><img src=\"https://static.tigerbbs.com/8fde4b5693a019a70b9ea28b00512c6a\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/>Personally, I am confident to argue that the current sell-off provides investors with an attractive buying opportunity. To be fair, there is a lot of noise surrounding the world&#39;s leading electric car marker, including (1) Elon Musk selling shares, (2) Elon Musk being CEO of Twitter, and (3) various macroeconomic challenges. But these concerns should prove to be temporary. And from a fundamental perspective - in relation to Tesla&#39;s long-term potential - the stock clearly looks undervalued at FWD x26 EV/EBIT.</p><h3>Is It Elon Musk, Or Interest Rates?</h3><p>With some Tesla investors, the narrative is building that Tesla&#39;s sharp sell-off is strongly correlated to Elon Musk&#39;s takeover of Twitter. Ross Gerber for example, a notable Tesla bull, has implied that Elon Musk&#39;s behavior/ actions have erased $600 billion in market capitalization. But Musk quickly defended himself with the argument that the sell-off has been caused by higher interest rates.</p><p><img src=\"https://static.tigerbbs.com/c7c1869f3ca5aa92bb963e223f8f0dbe\" tg-width=\"640\" tg-height=\"488\" referrerpolicy=\"no-referrer\"/>Let us look these two positions with a little bit more context.</p><h3>Elon Musk Shifting Focus Away From Tesla</h3><p>A key argument why some investors believe that Tesla shares are falling is anchored on the simple observation that Tesla shares have lost approximately 40% since the Twitter deal closed on 27th October, while the S&amp;P 500 (SPY) is down by only 2%.</p><p>Some investors are clearly concerned that with the Twitter acquisition, Elon Musk will lose focus on his role as Tesla&#39;s CEO - now being Chief Executive Officer of Tesla, SpaceX, Twitter, The Boring Company and Neuralink.</p><p>Moreover, there has been some evidence that Elon Musk is shifting additional resources away from Tesla, not only his own time and energy. In late October, Musk invited about 50 Tesla engineers to the Twitter headquarters, asking their support in improving various algorithms on the social media platform. However, Musk argued that the commitment was non-material to Tesla&#39;s business operations: (emphasis added)</p><blockquote>This was an after hours — just if you’re interested in evaluating, helping me evaluate Twitter engineering ... that’d be nice. I think it lasted for a few days and it was over.</blockquote><p>In any case, Elon Musk has by now said that he will step down as Twitter&#39;s CEO, as soon as a suitable successor is found.</p><h3>Elon Musk Selling Shares</h3><p>Enormous blocks of share sales is another observation linked to Musk&#39;s acquisition of Twitter. Since the Twitter deal has been announced, Musk has sold nearly $23 billion worth of stock, despite his promise in April that he won&#39;t. Of course, selling $23 billion of equity in a bear market adds strong downward pressure to prices, and the action certainly pressures both investor confidence as well as sentiment.</p><p>Now once again Elon Musk has promised to not sell any shares - until at least 12 months. But will investors trust this promise?</p><blockquote>I won’t sell stock until, I don’t know, probably two years from now. Definitely not next year under any circumstances and probably not the year thereafter</blockquote><h3>Interest Rates</h3><p>Meanwhile, Elon Musk argued that Tesla &#39;is executing better than ever&#39;, and the reason for the stock&#39;s sell-off is due to higher interest rates. While the interest rate argument might be true to some extent, looking at the basic DCF formula...</p><p><img src=\"https://static.tigerbbs.com/2a63228358f96949ea5eab01cfd2f807\" tg-width=\"1024\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/>... investors should consider that since the Twitter deal closed, the Fed raised the funds rate by only 50 basis points. However you structure the DCF formula, it is hard to mathematically (and reasonably) prove a $600 billion loss of value due to only 0.5% higher interest rates.</p><p></p><p>Moreover, while Tesla&#39;s share price might indeed be more sensible to higher interest rates than the S&amp;P 500 (Tesla is a long duration growth asset), the performance discrepancy of Tesla and the S&amp;P 500 for the past few months is simply too excessive to be explained by interest rates.</p><h3>Macroeconomic Challenges</h3><p>The real reason why Tesla shares are slipping might simply be the uncertainty and fundamental pressure related to macroeconomic challenges. Elon Musk has already voiced concerns that the economy might fall into a recession in 2023 and Tesla car sales might suffer accordingly.</p><p>I think we are in a recession, and I think 2023 is going to be quite a serious recession ...</p><p>... It’s going to be, in my opinion, comparable to 2009. I don’t know if it’s going to be a little worse or a little better, but I think it’s, in my view, likely to be comparable. That means demand for any kind of optional, discretionary item, especially if it’s a big-ticket item, will be lower.</p><p>Notably, Tesla shares fell as much as 10% after the car maker announced price discounts of $7,500 to US consumers - an announcement that clearly hints on demand concerns. The thesis of demand concerns is supported by Tesla.com website traffic data from Semrush, which highlights that interest for cars could be falling off a cliff.</p><h3><img src=\"https://static.tigerbbs.com/9bb5f6a810d444856a2b1e1c7233ba7f\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/>Valuation</h3><p>Valuing Tesla, I continue to believe Tesla could sell an estimated 10 million cars per year by 2030 and achieve an average sales price per car of $65,000. Furthermore, I continue to assume:</p><blockquote>a net-profit margin of 15.5%, which is only slightly above Tesla&#39;s 2022 net profit margin and in my opinion a very reasonable assumption if one consider increased economies of scale. (Note that I expect sales volume to almost 10x).</blockquote><blockquote>In addition, I argue that for every dollar that Tesla generates selling cars, the company will be able to sell 20 cents of software solutions and insurance (for reference, Apple generates about 30 cents worth of services for every dollar of hardware sales). For Tesla&#39;s software business, I argue 35% net-profit margin is reasonable -- in line with margins of leading tech/internet companies.</blockquote><p>However, I slightly increase my cost of equity estimate - to 11% as compared to 10% prior. The rationale behind this increase is that Tesla&#39;s value is anchored on the future, and betting on the future remains speculative. It is thus, in my opinion, only reasonable to demand an attractive reward for such a speculation.</p><p>Based on the above variables, I calculate a fair implied price per share for TSLA equal to $294.19/share.</p><h3><img src=\"https://static.tigerbbs.com/2dfe9835e449e0a31e6e5df9e8b1e608\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/>Risks and Headwinds</h3><p>As I see it, there has been no major risk update since I initiated coverage on Tesla stock, except for those discussed in previous sections. Thus, I would like to highlight what I have written before:</p><blockquote>Although Tesla has proven to be more resilient than what investors thought, both in relation to a challenging macro-economy and fading risk-sentiment, I believe the major risk for Tesla stock remains that a worsening macroeconomic backdrop will pressure investors risk-sentiment to such a degree that Tesla stock&#39;s growth multiples compress. Or in other words, investors should acknowledge that much of Tesla&#39;s share price performance remains driven by general sentiment towards stocks (Tesla&#39;s beta vs the S&amp;P 500 (SPX) is about 1.7). Accordingly, investors should be prepared to stomach volatility, even though Tesla&#39;s fundamental outlook remains unchanged.</blockquote><blockquote>Personally, I do not believe that increasing competition in the race for electrification will influence the demand for Tesla -- like &#34;other&#34; smart phone makers do not influence the demand for iPhones. The increased competition could, however, exacerbate Tesla&#39;s supply challenges, as more competition chases for a limited supply of raw materials and key manufacturing components.</blockquote><h3>Investor Takeaway</h3><p>I have never thought I would say this, but Tesla stock now appears to be trading in bargain territory. Personally, I would argue that the headwinds presented in the prior sections of this article could be classified as temporary, or noise. Long-term, Tesla remains the leading EV maker, with a strong brand and the world&#39;s most extensive network of EV charging stations.</p><p>Personally, I calculate that TSLA stock should be fairly valued at about $294.19/share (which indicates almost 150% upside). Buy.</p></body></html>","source":"seekingalpha_fund","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>Tesla: Shares Dropping Like A Stone - Now A Bargain</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\">\nTesla: Shares Dropping Like A Stone - Now A Bargain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-28 23:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4566641-tesla-shares-dropping-now-bargain-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla stock is dropping like a stone and now down by approximately 70% YTD.There is a lot of noise surrounding the world's leading electric car maker, including (1) Musk selling shares, (2) ...</p>\n\n<a href=\"https://seekingalpha.com/article/4566641-tesla-shares-dropping-now-bargain-buy\">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://seekingalpha.com/article/4566641-tesla-shares-dropping-now-bargain-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177985721","content_text":"SummaryTesla stock is dropping like a stone and now down by approximately 70% YTD.There is a lot of noise surrounding the world's leading electric car maker, including (1) Musk selling shares, (2) Musk being CEO of Twitter, and (3) macro challenges.These concerns should prove to be temporary. And from a fundamental perspective - in relation to Tesla's long-term potential - the stock looks undervalued.I calculate a fair implied price per share for TSLA equal to $294.19/share.ThesisTesla stock is dropping like a stone and now down by approximately 70% YTD. For reference, this loss of value is worse than what investors needed to suffer with Meta Platforms (down about 65% YTD), and the S&P 500 (SPY) has only lost about 20%.Personally, I am confident to argue that the current sell-off provides investors with an attractive buying opportunity. To be fair, there is a lot of noise surrounding the world's leading electric car marker, including (1) Elon Musk selling shares, (2) Elon Musk being CEO of Twitter, and (3) various macroeconomic challenges. But these concerns should prove to be temporary. And from a fundamental perspective - in relation to Tesla's long-term potential - the stock clearly looks undervalued at FWD x26 EV/EBIT.Is It Elon Musk, Or Interest Rates?With some Tesla investors, the narrative is building that Tesla's sharp sell-off is strongly correlated to Elon Musk's takeover of Twitter. Ross Gerber for example, a notable Tesla bull, has implied that Elon Musk's behavior/ actions have erased $600 billion in market capitalization. But Musk quickly defended himself with the argument that the sell-off has been caused by higher interest rates.Let us look these two positions with a little bit more context.Elon Musk Shifting Focus Away From TeslaA key argument why some investors believe that Tesla shares are falling is anchored on the simple observation that Tesla shares have lost approximately 40% since the Twitter deal closed on 27th October, while the S&P 500 (SPY) is down by only 2%.Some investors are clearly concerned that with the Twitter acquisition, Elon Musk will lose focus on his role as Tesla's CEO - now being Chief Executive Officer of Tesla, SpaceX, Twitter, The Boring Company and Neuralink.Moreover, there has been some evidence that Elon Musk is shifting additional resources away from Tesla, not only his own time and energy. In late October, Musk invited about 50 Tesla engineers to the Twitter headquarters, asking their support in improving various algorithms on the social media platform. However, Musk argued that the commitment was non-material to Tesla's business operations: (emphasis added)This was an after hours — just if you’re interested in evaluating, helping me evaluate Twitter engineering ... that’d be nice. I think it lasted for a few days and it was over.In any case, Elon Musk has by now said that he will step down as Twitter's CEO, as soon as a suitable successor is found.Elon Musk Selling SharesEnormous blocks of share sales is another observation linked to Musk's acquisition of Twitter. Since the Twitter deal has been announced, Musk has sold nearly $23 billion worth of stock, despite his promise in April that he won't. Of course, selling $23 billion of equity in a bear market adds strong downward pressure to prices, and the action certainly pressures both investor confidence as well as sentiment.Now once again Elon Musk has promised to not sell any shares - until at least 12 months. But will investors trust this promise?I won’t sell stock until, I don’t know, probably two years from now. Definitely not next year under any circumstances and probably not the year thereafterInterest RatesMeanwhile, Elon Musk argued that Tesla 'is executing better than ever', and the reason for the stock's sell-off is due to higher interest rates. While the interest rate argument might be true to some extent, looking at the basic DCF formula...... investors should consider that since the Twitter deal closed, the Fed raised the funds rate by only 50 basis points. However you structure the DCF formula, it is hard to mathematically (and reasonably) prove a $600 billion loss of value due to only 0.5% higher interest rates.Moreover, while Tesla's share price might indeed be more sensible to higher interest rates than the S&P 500 (Tesla is a long duration growth asset), the performance discrepancy of Tesla and the S&P 500 for the past few months is simply too excessive to be explained by interest rates.Macroeconomic ChallengesThe real reason why Tesla shares are slipping might simply be the uncertainty and fundamental pressure related to macroeconomic challenges. Elon Musk has already voiced concerns that the economy might fall into a recession in 2023 and Tesla car sales might suffer accordingly.I think we are in a recession, and I think 2023 is going to be quite a serious recession ...... It’s going to be, in my opinion, comparable to 2009. I don’t know if it’s going to be a little worse or a little better, but I think it’s, in my view, likely to be comparable. That means demand for any kind of optional, discretionary item, especially if it’s a big-ticket item, will be lower.Notably, Tesla shares fell as much as 10% after the car maker announced price discounts of $7,500 to US consumers - an announcement that clearly hints on demand concerns. The thesis of demand concerns is supported by Tesla.com website traffic data from Semrush, which highlights that interest for cars could be falling off a cliff.ValuationValuing Tesla, I continue to believe Tesla could sell an estimated 10 million cars per year by 2030 and achieve an average sales price per car of $65,000. Furthermore, I continue to assume:a net-profit margin of 15.5%, which is only slightly above Tesla's 2022 net profit margin and in my opinion a very reasonable assumption if one consider increased economies of scale. (Note that I expect sales volume to almost 10x).In addition, I argue that for every dollar that Tesla generates selling cars, the company will be able to sell 20 cents of software solutions and insurance (for reference, Apple generates about 30 cents worth of services for every dollar of hardware sales). For Tesla's software business, I argue 35% net-profit margin is reasonable -- in line with margins of leading tech/internet companies.However, I slightly increase my cost of equity estimate - to 11% as compared to 10% prior. The rationale behind this increase is that Tesla's value is anchored on the future, and betting on the future remains speculative. It is thus, in my opinion, only reasonable to demand an attractive reward for such a speculation.Based on the above variables, I calculate a fair implied price per share for TSLA equal to $294.19/share.Risks and HeadwindsAs I see it, there has been no major risk update since I initiated coverage on Tesla stock, except for those discussed in previous sections. Thus, I would like to highlight what I have written before:Although Tesla has proven to be more resilient than what investors thought, both in relation to a challenging macro-economy and fading risk-sentiment, I believe the major risk for Tesla stock remains that a worsening macroeconomic backdrop will pressure investors risk-sentiment to such a degree that Tesla stock's growth multiples compress. Or in other words, investors should acknowledge that much of Tesla's share price performance remains driven by general sentiment towards stocks (Tesla's beta vs the S&P 500 (SPX) is about 1.7). Accordingly, investors should be prepared to stomach volatility, even though Tesla's fundamental outlook remains unchanged.Personally, I do not believe that increasing competition in the race for electrification will influence the demand for Tesla -- like \"other\" smart phone makers do not influence the demand for iPhones. The increased competition could, however, exacerbate Tesla's supply challenges, as more competition chases for a limited supply of raw materials and key manufacturing components.Investor TakeawayI have never thought I would say this, but Tesla stock now appears to be trading in bargain territory. Personally, I would argue that the headwinds presented in the prior sections of this article could be classified as temporary, or noise. Long-term, Tesla remains the leading EV maker, with a strong brand and the world's most extensive network of EV charging stations.Personally, I calculate that TSLA stock should be fairly valued at about $294.19/share (which indicates almost 150% upside). Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965844039,"gmtCreate":1669939527821,"gmtModify":1676538273220,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9965844039","repostId":"2288985598","repostType":4,"repost":{"id":"2288985598","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":1669935750,"share":"https://ttm.financial/m/news/2288985598?lang=&edition=fundamental","pubTime":"2022-12-02 07:02","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Mixed; Salesforce Selloff Pressures Dow","url":"https://stock-news.laohu8.com/highlight/detail?id=2288985598","media":"Reuters","summary":"Salesforce drops on co-CEO exit planDollar General falls on slashing annual profit viewU.S. manufact","content":"<html><head></head><body><ul><li>Salesforce drops on co-CEO exit plan</li><li>Dollar General falls on slashing annual profit view</li><li>U.S. manufacturing shrinks for first time in 2-1/2 years in Nov</li></ul><p><img src=\"https://static.tigerbbs.com/e7238b54d469f0f4aff99a01c5ac690f\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Dec 1 (Reuters) - Wall Street ended mixed on Thursday as a selloff in Salesforce weighed on the Dow, while traders digested U.S. data that suggested the Federal Reserve&#39;s interest rate hikes are working.</p><p>On Wednesday, the S&amp;P 500 surged over 3% on optimism the Fed might moderate its campaign of interest rate hikes.</p><p>U.S. manufacturing activity shrank in November for the first time in 2-1/2 years as higher borrowing costs weighed on demand for goods, data showed, evidence the Fed&#39;s rate hikes have cooled the economy.</p><p>The personal consumption expenditures (PCE) price index rose 0.3%, the same as in September, and over the 12 months through October the index increased 6.0% after advancing 6.3% the prior month.</p><p>Excluding the volatile food and energy components, the PCE price index rose 0.2%, one-tenth less than expected, after gaining 0.5% in September.</p><p>&#34;On a normal day, the package of data this morning would be pretty risk-on, but after the rally yesterday, I think it&#39;s not quite good enough to push another leg higher,&#34; said Ross Mayfield, an investment strategy analyst at Baird.</p><p>Wednesday&#39;s rally drove the S&amp;P 500 index above its 200-day moving average for the first time since April after Fed Chair Jerome Powell said it was time to slow the pace of interest rate hikes.</p><p>Traders now see a 79% chance the Fed will increase its key benchmark rate by 50 basis points in December and a 21% chance it will hike rates by 75 basis points.</p><p>Salesforce Inc tumbled after the software maker said Bret Taylor would step down as co-chief executive officer in January.</p><p>Dollar General Corp fell after the discount retailer cut its annual profit forecast, while Costco Wholesale Corp dropped after the membership-only retail chain reported slower sales growth in November.</p><p>According to preliminary data, the S&amp;P 500 lost 2.31 points, or 0.06%, to end at 4,077.80 points, while the Nasdaq Composite gained 15.22 points, or 0.13%, to 11,483.21. The Dow Jones Industrial Average fell 193.24 points, or 0.56%, to 34,397.42.</p><p>A report from the Labor Department on Thursday showed initial claims for state unemployment benefits dropped 16,000 to a seasonally adjusted 225,000 for the week ended Nov. 26.</p><p>Investors now await nonfarm payrolls data on Friday for clues about how rate hikes have affected the labor market.</p><p>With a month left in 2022, the S&amp;P 500 is down about 14% year to date, and the Nasdaq has lost about 27%. (Reporting by Ankika Biswas and Shreyashi Sanyal in Bengaluru, and by Noel Randewich in Oakland, Calif.; Editing by Shounak Dasgupta and David Gregorio)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Mixed; Salesforce Selloff Pressures Dow</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Mixed; Salesforce Selloff Pressures Dow\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\">2022-12-02 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Salesforce drops on co-CEO exit plan</li><li>Dollar General falls on slashing annual profit view</li><li>U.S. manufacturing shrinks for first time in 2-1/2 years in Nov</li></ul><p><img src=\"https://static.tigerbbs.com/e7238b54d469f0f4aff99a01c5ac690f\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Dec 1 (Reuters) - Wall Street ended mixed on Thursday as a selloff in Salesforce weighed on the Dow, while traders digested U.S. data that suggested the Federal Reserve&#39;s interest rate hikes are working.</p><p>On Wednesday, the S&amp;P 500 surged over 3% on optimism the Fed might moderate its campaign of interest rate hikes.</p><p>U.S. manufacturing activity shrank in November for the first time in 2-1/2 years as higher borrowing costs weighed on demand for goods, data showed, evidence the Fed&#39;s rate hikes have cooled the economy.</p><p>The personal consumption expenditures (PCE) price index rose 0.3%, the same as in September, and over the 12 months through October the index increased 6.0% after advancing 6.3% the prior month.</p><p>Excluding the volatile food and energy components, the PCE price index rose 0.2%, one-tenth less than expected, after gaining 0.5% in September.</p><p>&#34;On a normal day, the package of data this morning would be pretty risk-on, but after the rally yesterday, I think it&#39;s not quite good enough to push another leg higher,&#34; said Ross Mayfield, an investment strategy analyst at Baird.</p><p>Wednesday&#39;s rally drove the S&amp;P 500 index above its 200-day moving average for the first time since April after Fed Chair Jerome Powell said it was time to slow the pace of interest rate hikes.</p><p>Traders now see a 79% chance the Fed will increase its key benchmark rate by 50 basis points in December and a 21% chance it will hike rates by 75 basis points.</p><p>Salesforce Inc tumbled after the software maker said Bret Taylor would step down as co-chief executive officer in January.</p><p>Dollar General Corp fell after the discount retailer cut its annual profit forecast, while Costco Wholesale Corp dropped after the membership-only retail chain reported slower sales growth in November.</p><p>According to preliminary data, the S&amp;P 500 lost 2.31 points, or 0.06%, to end at 4,077.80 points, while the Nasdaq Composite gained 15.22 points, or 0.13%, to 11,483.21. The Dow Jones Industrial Average fell 193.24 points, or 0.56%, to 34,397.42.</p><p>A report from the Labor Department on Thursday showed initial claims for state unemployment benefits dropped 16,000 to a seasonally adjusted 225,000 for the week ended Nov. 26.</p><p>Investors now await nonfarm payrolls data on Friday for clues about how rate hikes have affected the labor market.</p><p>With a month left in 2022, the S&amp;P 500 is down about 14% year to date, and the Nasdaq has lost about 27%. (Reporting by Ankika Biswas and Shreyashi Sanyal in Bengaluru, and by Noel Randewich in Oakland, Calif.; Editing by Shounak Dasgupta and David Gregorio)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288985598","content_text":"Salesforce drops on co-CEO exit planDollar General falls on slashing annual profit viewU.S. manufacturing shrinks for first time in 2-1/2 years in NovDec 1 (Reuters) - Wall Street ended mixed on Thursday as a selloff in Salesforce weighed on the Dow, while traders digested U.S. data that suggested the Federal Reserve's interest rate hikes are working.On Wednesday, the S&P 500 surged over 3% on optimism the Fed might moderate its campaign of interest rate hikes.U.S. manufacturing activity shrank in November for the first time in 2-1/2 years as higher borrowing costs weighed on demand for goods, data showed, evidence the Fed's rate hikes have cooled the economy.The personal consumption expenditures (PCE) price index rose 0.3%, the same as in September, and over the 12 months through October the index increased 6.0% after advancing 6.3% the prior month.Excluding the volatile food and energy components, the PCE price index rose 0.2%, one-tenth less than expected, after gaining 0.5% in September.\"On a normal day, the package of data this morning would be pretty risk-on, but after the rally yesterday, I think it's not quite good enough to push another leg higher,\" said Ross Mayfield, an investment strategy analyst at Baird.Wednesday's rally drove the S&P 500 index above its 200-day moving average for the first time since April after Fed Chair Jerome Powell said it was time to slow the pace of interest rate hikes.Traders now see a 79% chance the Fed will increase its key benchmark rate by 50 basis points in December and a 21% chance it will hike rates by 75 basis points.Salesforce Inc tumbled after the software maker said Bret Taylor would step down as co-chief executive officer in January.Dollar General Corp fell after the discount retailer cut its annual profit forecast, while Costco Wholesale Corp dropped after the membership-only retail chain reported slower sales growth in November.According to preliminary data, the S&P 500 lost 2.31 points, or 0.06%, to end at 4,077.80 points, while the Nasdaq Composite gained 15.22 points, or 0.13%, to 11,483.21. The Dow Jones Industrial Average fell 193.24 points, or 0.56%, to 34,397.42.A report from the Labor Department on Thursday showed initial claims for state unemployment benefits dropped 16,000 to a seasonally adjusted 225,000 for the week ended Nov. 26.Investors now await nonfarm payrolls data on Friday for clues about how rate hikes have affected the labor market.With a month left in 2022, the S&P 500 is down about 14% year to date, and the Nasdaq has lost about 27%. (Reporting by Ankika Biswas and Shreyashi Sanyal in Bengaluru, and by Noel Randewich in Oakland, Calif.; Editing by Shounak Dasgupta and David Gregorio)","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968258341,"gmtCreate":1669247911383,"gmtModify":1676538172404,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968258341","repostId":"2285249488","repostType":4,"repost":{"id":"2285249488","kind":"highlight","pubTimestamp":1669244105,"share":"https://ttm.financial/m/news/2285249488?lang=&edition=fundamental","pubTime":"2022-11-24 06:55","market":"us","language":"en","title":"US STOCKS-Wall Street Rises As Fed Signals Slowdown in Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=2285249488","media":"Reuters","summary":"Wall Street's main indexes ended Wednesday with solid gains after the Federal Reserve's November mee","content":"<html><head></head><body><p>Wall Street&#39;s main indexes ended Wednesday with solid gains after the Federal Reserve&#39;s November meeting minutes showed interest rate hikes may slow soon.</p><p>A &#34;substantial majority&#34; of policymakers agreed it would &#34;likely soon be appropriate&#34; to slow the pace of interest rate hikes, the minutes showed.</p><p>&#34;What equity markets needed to see for the recent strength to continue was what we got from the minutes,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles.</p><p>Since the Fed&#39;s last meeting on Nov. 1-2, investors have been more optimistic that price pressures have started to ease, meaning smaller rate hikes could curtail inflation.</p><p>The Dow Jones Industrial Average rose 95.96 points, or 0.28%, to 34,194.06, the S&amp;P 500 gained 23.68 points, or 0.59%, at 4,027.26 and the Nasdaq Composite added 110.91 points, or 0.99%, at 11,285.32.</p><p>Trading volume was thin ahead of the Thanksgiving holiday on Thursday, with the U.S. stock market open for a half-session on Friday.</p><p>Earlier on Wednesday, a mixed bag of economic data led to a drop in yield on the benchmark 10-year Treasury note , helping drive stocks up.</p><p>The number of Americans filing new claims for unemployment benefits rose more than expected last week and U.S. business activity contracted for a fifth straight month in November. Consumer sentiment ticked higher and home sales rose above expectations.</p><p>&#34;What I think you&#39;re seeing is renewed investor enthusiasm fueled by those who see that beautiful light at the end of what has been a very dark tunnel. And there has been so much money on the sidelines that is rushing back into the markets and waiting to get back into the action,&#34; said portfolio manager Moez Kassam of Anson Funds.</p><p>Heavyweight stocks, including Amazon.com Inc and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc, rose 1.00% and 0.72%, respectively.</p><p>Tesla Inc jumped 7.82% with Citigroup upgrading the electric-vehicle maker&#39;s stock to &#34;neutral&#34; from a &#34;sell&#34; rating.</p><p>Deere &amp; Co soared 5.03% after the farm equipment maker reported a higher-than-expected quarterly profit.</p><p>Nordstrom Inc fell 4.24% as the fashion retailer cut its profit forecast amid steep markdowns to attract inflation-wary customers.</p><p>Volume on U.S. exchanges was 9.25 billion shares, compared with the 11.6 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered decliners on the NYSE by a 1.97-to-1 ratio; on Nasdaq, a 1.61-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 21 new 52-week highs and no new lows, while the Nasdaq Composite recorded 97 new highs and 126 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Rises As Fed Signals Slowdown in Rate Hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Rises As Fed Signals Slowdown in Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-24 06:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-rises-213418409.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street's main indexes ended Wednesday with solid gains after the Federal Reserve's November meeting minutes showed interest rate hikes may slow soon.A \"substantial majority\" of policymakers ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-rises-213418409.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","COMP":"Compass, Inc.","DE":"迪尔股份有限公司",".DJI":"道琼斯","TSLA":"特斯拉",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-rises-213418409.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285249488","content_text":"Wall Street's main indexes ended Wednesday with solid gains after the Federal Reserve's November meeting minutes showed interest rate hikes may slow soon.A \"substantial majority\" of policymakers agreed it would \"likely soon be appropriate\" to slow the pace of interest rate hikes, the minutes showed.\"What equity markets needed to see for the recent strength to continue was what we got from the minutes,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles.Since the Fed's last meeting on Nov. 1-2, investors have been more optimistic that price pressures have started to ease, meaning smaller rate hikes could curtail inflation.The Dow Jones Industrial Average rose 95.96 points, or 0.28%, to 34,194.06, the S&P 500 gained 23.68 points, or 0.59%, at 4,027.26 and the Nasdaq Composite added 110.91 points, or 0.99%, at 11,285.32.Trading volume was thin ahead of the Thanksgiving holiday on Thursday, with the U.S. stock market open for a half-session on Friday.Earlier on Wednesday, a mixed bag of economic data led to a drop in yield on the benchmark 10-year Treasury note , helping drive stocks up.The number of Americans filing new claims for unemployment benefits rose more than expected last week and U.S. business activity contracted for a fifth straight month in November. Consumer sentiment ticked higher and home sales rose above expectations.\"What I think you're seeing is renewed investor enthusiasm fueled by those who see that beautiful light at the end of what has been a very dark tunnel. And there has been so much money on the sidelines that is rushing back into the markets and waiting to get back into the action,\" said portfolio manager Moez Kassam of Anson Funds.Heavyweight stocks, including Amazon.com Inc and Meta Platforms Inc, rose 1.00% and 0.72%, respectively.Tesla Inc jumped 7.82% with Citigroup upgrading the electric-vehicle maker's stock to \"neutral\" from a \"sell\" rating.Deere & Co soared 5.03% after the farm equipment maker reported a higher-than-expected quarterly profit.Nordstrom Inc fell 4.24% as the fashion retailer cut its profit forecast amid steep markdowns to attract inflation-wary customers.Volume on U.S. exchanges was 9.25 billion shares, compared with the 11.6 billion average for the full session over the last 20 trading days.Advancing issues outnumbered decliners on the NYSE by a 1.97-to-1 ratio; on Nasdaq, a 1.61-to-1 ratio favored advancers.The S&P 500 posted 21 new 52-week highs and no new lows, while the Nasdaq Composite recorded 97 new highs and 126 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961304328,"gmtCreate":1668828638664,"gmtModify":1676538119412,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961304328","repostId":"1143890380","repostType":4,"repost":{"id":"1143890380","kind":"news","pubTimestamp":1668822759,"share":"https://ttm.financial/m/news/1143890380?lang=&edition=fundamental","pubTime":"2022-11-19 09:52","market":"us","language":"en","title":"Sea Limited: Profitability May Be Around The Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890380","media":"Seeking Alpha","summary":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New ga","content":"<html><head></head><body><h3>Summary</h3><ul><li>Further uncertainty for Sea Limited&#39;s Garena as its QAU did not stabilize as expected. New games were launched in recent months.</li><li>Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.</li><li>SeaBank&#39;s credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.</li><li>Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.</li><li>Sea Limited has sufficient cash reserves to pay off the convertible notes.</li></ul><h3>Investment Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.</p><p>In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.</p><h3>Garena<img src=\"https://static.tigerbbs.com/ab8fe0ed7909a98b7fdf0b930bc362df\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/8386bb1c95c3d5300e1fe0f371528199\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>Garena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.</p><p>Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.</p><p>Shopee<img src=\"https://static.tigerbbs.com/79b7f33be279fa015f52addd35b55d96\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q<img src=\"https://static.tigerbbs.com/6aaff49a0ba8c901eadda2b7cf01a391\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>Shopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&amp;M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.</p><p>While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.<img src=\"https://static.tigerbbs.com/7e09e1e030c482f41afaf8695896f9ec\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>The more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.</p><h3>SeaBank</h3><p><i>Note that I will be using “SeaBank” and “SeaMoney” interchangeably.</i></p><p><img src=\"https://static.tigerbbs.com/0f0cb77d6ac22f50a1208eaf075db51c\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>SeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.</p><p>Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.</p><p><img src=\"https://static.tigerbbs.com/2de194897c03f180f99a0dd2b75bf2d0\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/5932cc09aca0134084217800afb30399\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/6205c82c79c753720862ed8385dd0e2a\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>As a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&amp;M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.</p><h3>Sufficient Cash Reserves To Pay off Convertible Notes<img src=\"https://static.tigerbbs.com/4ff585449530fce4084e7d1447e077b4\" tg-width=\"1280\" tg-height=\"798\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p>One of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:</p><blockquote>“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”</blockquote><h3>Conclusion</h3><p>Overall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.</p><p>Garena&#39;s results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.</p><p>SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.</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>Sea Limited: Profitability May Be Around The Corner</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\">\nSea Limited: Profitability May Be Around The Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890380","content_text":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.SeaBank's credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.Sea Limited has sufficient cash reserves to pay off the convertible notes.Investment ThesisSea Limited has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.GarenaSE 10-QSE 10-QGarena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.ShopeeSE 10-QSE 10-QShopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.SE 10-QThe more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.SeaBankNote that I will be using “SeaBank” and “SeaMoney” interchangeably.SE 10-QSeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.SE 10-QSE 10-QSE 10-QAs a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.Sufficient Cash Reserves To Pay off Convertible NotesSE 10-QOne of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”ConclusionOverall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.Garena's results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}