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2022-04-22

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10:02","market":"us","language":"en","title":"Netflix's New Ad Tier Gets Mixed Reactions. Now the Focus Is on Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2275959422","media":"Barron's","summary":"Netflix is getting a generally bullish reaction from Wall Street analysts to its new advertising str","content":"<html><head></head><body><p>Netflix is getting a generally bullish reaction from Wall Street analysts to its new advertising strategy. Bulls see the addition of an ad-supported subscription tier boosting revenue, although skeptics think the specifics of the new plan will make it unappealing to most viewers.</p><p>Before we get into the details of the debate, let&#39;s take a minute to consider what a breathtaking change of direction this is for the world&#39;s leading subscription-based video-streaming service.</p><p>While analysts and investors pressed Netflix (ticker: NFLX) CEO Reed Hastings for years on the company&#39;s choice not to sell advertising, he emphatically made the case that both viewers and the business were better off with a pure subscription model. Ads were likely to make the Netflix experience worse. he argued.</p><p>In early 2020, just before the pandemic, Hastings was asked for the umpteenth time about why Netflix wasn&#39;t selling ads. He said it would be difficult for the company to compete in the market for digital advertising with Google, Facebook and Amazon.com.</p><p>To create a $5 billion or $10 billion ad business, Netflix would have to &#34;rip that away&#34; from the other platforms, he said, arguing that making money in advertising over the long term would be a battle.</p><p>&#34;We&#39;ve got a much simpler business model which is just focused on streaming and customer pleasure,&#34; Hastings said. &#34;We think with our model that we will actually get to a larger revenue, a larger profit, larger market cap, because we don&#39;t have the exposure to something that we&#39;re strategically disadvantaged at, which is online advertising against those big three.&#34;</p><p>Well, of course, that was then, and this is now.</p><p>Netflix&#39;s subscriber numbers soared during the pandemic, but they have since come back to Earth. Subscribership fell during both of the past two quarters. The March quarter numbers were so shockingly bad -- the company lost 200,000 subscribers after projecting 2.5 million net additions -- that Hastings said on the earnings call that Netflix was considering adding ad-supported service, but that it would be phased in over several years.</p><p>As it turned out, it took just six months for the company to dream up an advertising strategy. The company will offer the new &#34;Basic with Ads&#34; subscription tier to U.S. customers starting Nov. 3 at $6.99 a month, three bucks below the current bare-bones Basic plan. Netflix said it would include 4 to 5 minutes an hour of 15- and 30-seconds ads, both before and during movies and television programs.</p><p>Subscribers to the plan will be limited to a single device at a time and won&#39;t be able to download shows for offline viewing. For licensing reasons, some unspecified content won&#39;t be available on the advertising tier.</p><p>Wall Street is generally supportive of the Netflix strategy, and likewise thinks that the company&#39;s third-quarter earnings report, due on Tuesday, should show some improvement from the June quarter. For the quarter, Netflix has projected revenue of $7.84 billion, up 4.7% from a year ago, with profits of $2.14 a share.</p><p>The company expects to add one million net new subscribers in the quarter, which would boost the total to 221.7 million. While Wall Street&#39;s consensus estimates are in line with management&#39;s guidance on both revenue and profits, analysts expect 1.1 million net new subscribers as the addition of 1.8 million international accounts is offset by a loss of about 700,000 in the U.S.</p><p>UBS analyst John Hodulik on Friday lifted his target price on Netflix shares to $250, from $198, but kept his Neutral rating on the stock. He has some doubts about demand for the ad-based service.</p><p>While he says the ad-supported tier will add to both revenue and profitability -- he sees an eventual 10% boost to revenue -- that will take some time. The single-stream plan unveiled Thursday will have limited appeal, Hodulik says, though he believes the company could eventually offer additional ad tiers with more features.</p><p>Rosenblatt Securities analyst Barton Crockett likewise has doubts about the appeal of the new plan. &#34;The most powerful force in subscriptions is inertia, and a need to switch will greatly limit the number of users of Netflix&#39;s Basic with Ads,&#34; he wrote. &#34;We see limited consumer interest in Netflix&#39;s 1 stream plan, since most houses have over 2 people and multiple streaming devices.&#34;</p><p>He kept his Neutral rating on the stock.</p><p>Benchmark analyst Matthew Harrigan, who kept a Sell rating and $157 target price on the stock, thinks that the medium-term risks in the stock are &#34;geared to the downside.&#34; Among other things, he said the timing for a new advertising platform &#34;is not favorable&#34; given the weak consumer economy. The lack of sports programming could be an issue for the Netflix ad strategy, he said, suggesting that some advertisers could be &#34;repelled&#34; by shows such as Squid Game and a new series about the serial killer Jeffrey Dahmer.</p><p>Evercore ISI analyst Mark Mahaney, who rates the stock at Outperform, is more upbeat. The addition of an advertising tier is &#34;the biggest catalyst across the internet sector&#34; and will &#34;materially boost the value of Netflix to consumers,&#34; reduce churn and expand gross subscriber additions, he said in a research note.</p><p>And the benefits of offering ads aren&#39;t reflected in current Wall Street forecasts for Netflix&#39;s financial performance or in the stock&#39;s valuation, Mahaney wrote. He kept his target of $300 for Netflix&#39;s stock price.</p><p>Netflix shares fell 1.1% to $230 on Friday.</p></body></html>","source":"lsy1610680873436","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's New Ad Tier Gets Mixed Reactions. Now the Focus Is on Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix's New Ad Tier Gets Mixed Reactions. Now the Focus Is on Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/netflix-ads-earnings-51665770684?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix is getting a generally bullish reaction from Wall Street analysts to its new advertising strategy. Bulls see the addition of an ad-supported subscription tier boosting revenue, although ...</p>\n\n<a href=\"https://www.barrons.com/articles/netflix-ads-earnings-51665770684?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.barrons.com/articles/netflix-ads-earnings-51665770684?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275959422","content_text":"Netflix is getting a generally bullish reaction from Wall Street analysts to its new advertising strategy. Bulls see the addition of an ad-supported subscription tier boosting revenue, although skeptics think the specifics of the new plan will make it unappealing to most viewers.Before we get into the details of the debate, let's take a minute to consider what a breathtaking change of direction this is for the world's leading subscription-based video-streaming service.While analysts and investors pressed Netflix (ticker: NFLX) CEO Reed Hastings for years on the company's choice not to sell advertising, he emphatically made the case that both viewers and the business were better off with a pure subscription model. Ads were likely to make the Netflix experience worse. he argued.In early 2020, just before the pandemic, Hastings was asked for the umpteenth time about why Netflix wasn't selling ads. He said it would be difficult for the company to compete in the market for digital advertising with Google, Facebook and Amazon.com.To create a $5 billion or $10 billion ad business, Netflix would have to \"rip that away\" from the other platforms, he said, arguing that making money in advertising over the long term would be a battle.\"We've got a much simpler business model which is just focused on streaming and customer pleasure,\" Hastings said. \"We think with our model that we will actually get to a larger revenue, a larger profit, larger market cap, because we don't have the exposure to something that we're strategically disadvantaged at, which is online advertising against those big three.\"Well, of course, that was then, and this is now.Netflix's subscriber numbers soared during the pandemic, but they have since come back to Earth. Subscribership fell during both of the past two quarters. The March quarter numbers were so shockingly bad -- the company lost 200,000 subscribers after projecting 2.5 million net additions -- that Hastings said on the earnings call that Netflix was considering adding ad-supported service, but that it would be phased in over several years.As it turned out, it took just six months for the company to dream up an advertising strategy. The company will offer the new \"Basic with Ads\" subscription tier to U.S. customers starting Nov. 3 at $6.99 a month, three bucks below the current bare-bones Basic plan. Netflix said it would include 4 to 5 minutes an hour of 15- and 30-seconds ads, both before and during movies and television programs.Subscribers to the plan will be limited to a single device at a time and won't be able to download shows for offline viewing. For licensing reasons, some unspecified content won't be available on the advertising tier.Wall Street is generally supportive of the Netflix strategy, and likewise thinks that the company's third-quarter earnings report, due on Tuesday, should show some improvement from the June quarter. For the quarter, Netflix has projected revenue of $7.84 billion, up 4.7% from a year ago, with profits of $2.14 a share.The company expects to add one million net new subscribers in the quarter, which would boost the total to 221.7 million. While Wall Street's consensus estimates are in line with management's guidance on both revenue and profits, analysts expect 1.1 million net new subscribers as the addition of 1.8 million international accounts is offset by a loss of about 700,000 in the U.S.UBS analyst John Hodulik on Friday lifted his target price on Netflix shares to $250, from $198, but kept his Neutral rating on the stock. He has some doubts about demand for the ad-based service.While he says the ad-supported tier will add to both revenue and profitability -- he sees an eventual 10% boost to revenue -- that will take some time. The single-stream plan unveiled Thursday will have limited appeal, Hodulik says, though he believes the company could eventually offer additional ad tiers with more features.Rosenblatt Securities analyst Barton Crockett likewise has doubts about the appeal of the new plan. \"The most powerful force in subscriptions is inertia, and a need to switch will greatly limit the number of users of Netflix's Basic with Ads,\" he wrote. \"We see limited consumer interest in Netflix's 1 stream plan, since most houses have over 2 people and multiple streaming devices.\"He kept his Neutral rating on the stock.Benchmark analyst Matthew Harrigan, who kept a Sell rating and $157 target price on the stock, thinks that the medium-term risks in the stock are \"geared to the downside.\" Among other things, he said the timing for a new advertising platform \"is not favorable\" given the weak consumer economy. The lack of sports programming could be an issue for the Netflix ad strategy, he said, suggesting that some advertisers could be \"repelled\" by shows such as Squid Game and a new series about the serial killer Jeffrey Dahmer.Evercore ISI analyst Mark Mahaney, who rates the stock at Outperform, is more upbeat. The addition of an advertising tier is \"the biggest catalyst across the internet sector\" and will \"materially boost the value of Netflix to consumers,\" reduce churn and expand gross subscriber additions, he said in a research note.And the benefits of offering ads aren't reflected in current Wall Street forecasts for Netflix's financial performance or in the stock's valuation, Mahaney wrote. He kept his target of $300 for Netflix's stock price.Netflix shares fell 1.1% to $230 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989343410,"gmtCreate":1665923170530,"gmtModify":1676537679746,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989343410","repostId":"2275950254","repostType":4,"repost":{"id":"2275950254","pubTimestamp":1665889595,"share":"https://www.laohu8.com/m/news/2275950254?lang=&edition=full","pubTime":"2022-10-16 11:06","market":"us","language":"en","title":"Netflix: Does The Reward Outweigh The Risk?","url":"https://stock-news.laohu8.com/highlight/detail?id=2275950254","media":"Seeking Alpha","summary":"SummaryNetflix's business relies the most on subscriber growth, engaging content, and no competition","content":"<html><head></head><body><h2>Summary</h2><ul><li>Netflix&#39;s business relies the most on subscriber growth, engaging content, and no competition around.</li><li>The walls of Netflix&#39;s streaming kingdom have been cracking.</li><li>How long the business model can be sustainable with the industry going in the current direction?</li><li>Netflix is introducing ads to its platform, closing the door on password sharing, and keeps investing in content. It can also increase subscription fees which will drive its revenues higher.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a83081a57cd588edb17a0e2f06bc272\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>hapabapa</span></p><p>Netflix (NASDAQ:NFLX) changed the way we watch and gave viewers freedom of when and how to consume movies and shows. The company evolved from a firm that shipped DVDs to its customers, to a streaming service giant with over 209million subscribers in more than 190 countries. It worked perfectly for years and investors were handsomely rewarded until the first competitors started to emerge, combined with a global economical weakness.</p><p>The company is one of the five FAANG behemoths that have ruled the broadly understood technology space which has been also reflected in its stock price. Interestingly, Netflix was the one that massively outperformed the rest of the group hitting almost 5000% in price appreciation in the 10-year period before the sudden drop that happened this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c762bd547573c48c8bcd2a2f3eea650\" tg-width=\"640\" tg-height=\"222\" width=\"100%\" height=\"auto\"/><span>Price Return of the FAANG stocks over the last decade (Seeking Alpha)</span></p><p>Each of the FAANG companies has seen rapid revenue growth and some of them could compete for the best balance sheet in the world with significant cash reserves, solid margins, excellent returns on invested capital, consistent free cash flow, or ongoing share buyback programs. Unfortunately, Netflix can&#39;t brag about some of these. However, after the share price collapse the business might be an interesting pick when considering the Netflix brand, the number of active subscribers, the broad offering, and the recent moves made by the company that should be reflected in growing revenues.</p><p>The purpose of the article is to analyze the company from a value perspective, with a focus on risk, the margin of safety, and the long-term outlook for the business. In the process following questions should be answered.</p><p>1. Is the business model simple to understand?</p><p>2. Is it a <b>great</b> business?</p><p>3. What is the worst-case scenario for the company?</p><p>4. Is the business selling for a fair price?</p><p>5. Does the reward outweigh the risk and does the company qualify for purchase upon thorough analysis?</p><p>Answering these questions will help the reader to decide whether Netflix trades for a reasonable price and whether the company qualifies as a sound investment for the long term.</p><h2>The Moat</h2><p>Netflix has undoubtedly a very simple business model that is easy to understand. Nevertheless, a closer look should be given at the moat that the company has. Competitive advantage, also called a moat, is an essential part of an investment thesis. A moat can differentiate a good business from a great business. It gives the enterprise a sort of protection making it almost untouchable from the competition. It basically lets the company operate with little to no concern about its superiority and longevity. A great example of a business with such a moat is Disney (DIS) which happens to be a direct competitor of Netflix. In the article from January 11th, 2022, I contrasted both companies in terms of the moat as follows:</p><blockquote>However, if both companies were compared from a bigger perspective disregarding the financials and short-term sentiment, the following situation could be pictured to understand the fundamental difference between Disney and Netflix or in fact, any other competitor. Let&#39;s imagine that there are two companies with equally competent management. Both can be provided with all the funds they would need to grow their business. Each company is assigned a mission: one would have to dethrone Netflix as a leading streaming platform and the other - Disney. What might quickly become obvious is that no money in the World might help the second company to beat Disney at its game. The moat Disney has created over the century is something unique, which a long-term investor should be appealed to.</blockquote><p>These two businesses started being compared around the time Disney launched its direct-to-consumer (DTC) segment in December 2019. Since then, Amazon (AMZN) with its Amazon Prime, Apple (AAPL) with Apple+, Warner Bros. Discovery (WBD) with HBO Max, Paramount (PARA) with its Paramount+, and more players started flooding the market with their new offerings, and expanding libraries. Having an apparently narrow moat led to cracks in the walls of Netflix&#39;s streaming kingdom until the judgment day came when the company announced its earnings for the Q4 FY 2021 and the share price tumbled 20% on slowing subscriber growth. Over time it hit the bottom at $162.71 and it&#39;s currently trading at $221.68, far from the 52-week-high of <b>$700.99</b>. In addition, equity markets and macro economical environment have been weak for almost a year which makes investors even more hesitant to bet on Netflix. With competition posing a real threat to the company&#39;s business model, the streaming giant found itself in a very uncomfortable situation.</p><h2>Mounting Hurdles</h2><p>The company&#39;s narrowing moat has been exposed in recent years as its competitors started to withdraw from licensing its productions to Netflix. Instead, they could include them in their own streaming libraries and draw customers to alternative streaming platforms. At this point, Netflix has no bargaining power and the only thing it can do is to offer more money for the rights to include movies or shows in its libraries. Criminal Minds, the most-watched Netflix show in 2021, was pulled from Netflix and moved to Paramount+. Several Marvel productions also left Netflix and are now available on Disney+. The most-streamed show in 2020 on Netflix in the USA - The Office was removed from the platform as well. These are just a few examples of major content losses the company has experienced.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a45fc12ac7e1b62982c434448d2f4ef\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Pictured: After, The Amazing Spider-Man, Schitt&#39;s Creek, Hemlock Grove (whats-on-netflix.com)</span></p><p>Just in October 2022, there are <b>152 shows</b> and <b>movies</b> leaving Netflix! Among those are timeless movie creations such as I Am Legend (2007), Once Upon a Time in America (1984), Troy (2004), Full Metal Jacket (1987), and many more. Of course, the company constantly adds content. Just this month 143 positions are being added, as many as 90 of which are made by Netflix. An investor should ask himself if this is the right strategy and if the business model can be sustainable with the developments going in this direction.</p><p>A natural move for Netflix and seemingly the only chance to be less dependent on other studios was to focus at some point on original content. In 2016 2.6% of the whole content was original, while 97.4% was licensed. A shift in focus led to a drastic change in proportions where currently 50.7% of the films on Netflix are original productions. It has resulted in ballooning content costs which increased by 17.54% CAGR between 2018 and 2021. Expenses on produced content more than quadrupled from $1.02 billion in 2018 to $4.18 billion in 2021 in the same period of time. Unfortunately, these exponential cost hikes don&#39;t translate into subscriber growth which has been a key metric to value the company till recently. To keep viewers on its platform and gain significant numbers of new ones, Netflix would need shows like Squid Game much more often. Sad truth is that the originals have been far from high-quality in most cases. I touched on this matter in the article from January 11th, 2021</p><blockquote>On the other hand, there are many Netflix Originals that are terrible in terms of quality. Sadly, some of them rank below any current cinematographic standards.</blockquote><p>Contrasting Netflix with HBO Max, one can conclude that an HBO logo by the movie titles has always stood for the high-quality and best cinematographic experience. With Netflix originals, it looks quite the opposite. Before clicking Play, it&#39;d be wise to double-check the ratings and reviews to save an hour or more of poor entertainment.</p><p>Disney launched its streaming platform at the perfect moment, which was two months before the pandemic started and people got locked at home watching movies and playing computer games. It&#39;s been less than three years and Disney with its Disney+, Hulu and ESPN+ overtook Netflix in terms of subscribers number.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef60fb1f79dd61e80f87b7442fcf7d49\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"/><span>Number of Subscribers: Disney vs. Netflix (genuineimpact)</span></p><p>This should have been one of the few crucial moments for anybody invested in Netflix to revisit the investment thesis and thoroughly think about the outlook of the company.</p><h2>Valuation</h2><p>There are plenty of valuation methods that can be used when valuing a company. Discounted earnings or discounted cash flow models are among the most popular ones. The value of a productive asset such as a business is in fact expressed by the present value of its all future cash flows. In the long run, however, earnings should match the free cash flow generated by the company. And here is the first red light when looking at Netflix financials.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/515c803bc1bbdce44b1a7ac0a8d38c8d\" tg-width=\"920\" tg-height=\"217\" width=\"100%\" height=\"auto\"/><span>Source: Author, with data from Seeking Alpha</span></p><p>The table below compares earnings per share (EPS) and free cash flow per share (FCF) over the last ten years. Thanks to the accounting technique called amortization, Netflix has made its earnings look very pretty. However, what really stands for the strength of a business is the free cash flow it generates over a long period of time. It&#39;s calculated in most cases as cash from operations minus capital expenditures. In the case of Netflix, it&#39;s very disturbing that there was no single year except for the year of the pandemic when Netflix had a positive free cash flow. The reason for this unbelievable cash drainage is again - content spending.</p><p><img src=\"https://static.tigerbbs.com/691577b13c22cb86115021e524384592\" tg-width=\"640\" tg-height=\"347\" width=\"100%\" height=\"auto\"/></p><p>Over the last three years, Netflix has spent substantial amounts of money on content, a big part of which is being amortized, which means that the loan payments are spread out over time. The management refers to it in the annual report:</p><blockquote>On average, over 90% of a licensed or produced content asset is expected to be amortized within four years after its month of first availability. The Company reviews factors impacting the amortization of the content assets on an ongoing basis. The Company&#39;s estimates related to these factors require considerable management judgment.</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4ed98a20a74798e8e324404bf4608f5\" tg-width=\"640\" tg-height=\"404\" width=\"100%\" height=\"auto\"/><span>Comparison of Netflix cash and debt positions (Author&#39;s diagram based on Seeking Alpha data)</span></p><p>As one can see, the issue with disproportional cash outflow and mounting debt, partially covered by the amortization of the content assets started in 2016 when the management decided to shift its focus to original content production. Since then the spiral of rising liabilities has been accelerating and currently, Netflix&#39;s total debt is 3 times higher than its total cash including short-term investments. Besides that, the company&#39;s Current Ratio and Quick Ratio which represent ratios of the total assets to total liabilities and current assets to current liabilities respectively, are below 1, which also indicates a mounting debt burden.</p><p>Since using a discounted cash flow method isn&#39;t possible due to the negative and unpredictable free cash flow, one can get a sense of Netflix&#39;s value with help of other methods.</p><p>A suitable method in this situation would be Discounted Earnings Model, where earnings growth is projected over the next ten years and a present value of all the future earnings is calculated.</p><p><b>Scenario 1</b></p><p>In the first scenario, Netflix&#39;s earnings growth outlook is at 23.3% in the first five years, as projected by Seeking Alpha. It was assumed that in the following years, growth will be half as high.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a51dd35927821d8fdb2c477cb1bee50f\" tg-width=\"640\" tg-height=\"513\" width=\"100%\" height=\"auto\"/><span>Discounted Earnings Model - Scenario 1 (Author&#39;s Calculation)</span></p><p>Assuming 10% as a discount rate and a 16% margin of safety (calculated in reference to the strength of the short-term and long-term health of the company), a fair price per share comes at $382.94. The result suggests that Netflix is a tremendous deal and a heavily undervalued asset being on sale. Of course, calculated fair share price depends on several factors. However, what should be considered with great caution are growth estimates. In the current environment with challenges Netflix has to face, a 23.3% earnings growth CAGR over five years might be very difficult to achieve.</p><p><b>Scenario 2</b></p><p>In Scenario 2, growth in the first five years was lowered to 11.7% and it&#39;s assumed it&#39;ll decrease to 5.8% CAGR in the following years before reaching perpetual growth of 2%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07a0872bcbf88f08c8745fdb1b4c8c58\" tg-width=\"640\" tg-height=\"513\" width=\"100%\" height=\"auto\"/><span>Discounted Earnings Model - Scenario 2 (Author&#39;s Calculation)</span></p><p>The fair price of the business with such assumptions is substantially lower, as expected. However, these projections are supposed to take into account all the mentioned obstacles that Netflix faces. The projections are conservative, but the down risk is substantially limited by applying such growth values into the model. Assuming, that Scenario 2 is the preferable one for a conservative investor, Netflix has still room to fall in order to become an interesting investment choice.</p><h2>Conclusion</h2><p>Netflix is introducing ads to its platform ($6.99 for the ad-supported tier), closing the door on password sharing, and keeps investing in content. It can also increase subscription fees which will drive its revenues higher. There are probably more ways the company can get back to growth. If some of these growth drivers start materializing, the investment thesis can be revisited with more promising projections. Nevertheless, what the business relies on the most has been subscriber growth, engaging content, and no competition around. This has changed dramatically over the last years and the results could be seen in recent months. At some point, the company also has to start generating free cash flow. It didn&#39;t happen in the years of prosperity and it will be even more difficult in the bad years. Value investors may want to follow one of the investing principles shared by Charlie Munger - Vice President of Berkshire Hathaway (BRK.A):</p><blockquote>A great business at a fair price is superior to a fair business at a great price.</blockquote><p>One of the conclusions drawn from this article shall be that Netflix is not a great business. Thus it&#39;s better to stay away from it when considering a long-term, low-risk, high-reward investment. It doesn&#39;t mean that the stock price will not go up or not overperform the market or other equities over periods of time. It means that the risk of the business losing its position (which has already happened) is not low enough compared to the reward the investment may bring over a long period of time which should be at least 10 years.</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: Does The Reward Outweigh The Risk?</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: Does The Reward Outweigh The Risk?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-16 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546657-netflix-does-reward-outweigh-risk><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNetflix's business relies the most on subscriber growth, engaging content, and no competition around.The walls of Netflix's streaming kingdom have been cracking.How long the business model can ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546657-netflix-does-reward-outweigh-risk\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/article/4546657-netflix-does-reward-outweigh-risk","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275950254","content_text":"SummaryNetflix's business relies the most on subscriber growth, engaging content, and no competition around.The walls of Netflix's streaming kingdom have been cracking.How long the business model can be sustainable with the industry going in the current direction?Netflix is introducing ads to its platform, closing the door on password sharing, and keeps investing in content. It can also increase subscription fees which will drive its revenues higher.hapabapaNetflix (NASDAQ:NFLX) changed the way we watch and gave viewers freedom of when and how to consume movies and shows. The company evolved from a firm that shipped DVDs to its customers, to a streaming service giant with over 209million subscribers in more than 190 countries. It worked perfectly for years and investors were handsomely rewarded until the first competitors started to emerge, combined with a global economical weakness.The company is one of the five FAANG behemoths that have ruled the broadly understood technology space which has been also reflected in its stock price. Interestingly, Netflix was the one that massively outperformed the rest of the group hitting almost 5000% in price appreciation in the 10-year period before the sudden drop that happened this year.Price Return of the FAANG stocks over the last decade (Seeking Alpha)Each of the FAANG companies has seen rapid revenue growth and some of them could compete for the best balance sheet in the world with significant cash reserves, solid margins, excellent returns on invested capital, consistent free cash flow, or ongoing share buyback programs. Unfortunately, Netflix can't brag about some of these. However, after the share price collapse the business might be an interesting pick when considering the Netflix brand, the number of active subscribers, the broad offering, and the recent moves made by the company that should be reflected in growing revenues.The purpose of the article is to analyze the company from a value perspective, with a focus on risk, the margin of safety, and the long-term outlook for the business. In the process following questions should be answered.1. Is the business model simple to understand?2. Is it a great business?3. What is the worst-case scenario for the company?4. Is the business selling for a fair price?5. Does the reward outweigh the risk and does the company qualify for purchase upon thorough analysis?Answering these questions will help the reader to decide whether Netflix trades for a reasonable price and whether the company qualifies as a sound investment for the long term.The MoatNetflix has undoubtedly a very simple business model that is easy to understand. Nevertheless, a closer look should be given at the moat that the company has. Competitive advantage, also called a moat, is an essential part of an investment thesis. A moat can differentiate a good business from a great business. It gives the enterprise a sort of protection making it almost untouchable from the competition. It basically lets the company operate with little to no concern about its superiority and longevity. A great example of a business with such a moat is Disney (DIS) which happens to be a direct competitor of Netflix. In the article from January 11th, 2022, I contrasted both companies in terms of the moat as follows:However, if both companies were compared from a bigger perspective disregarding the financials and short-term sentiment, the following situation could be pictured to understand the fundamental difference between Disney and Netflix or in fact, any other competitor. Let's imagine that there are two companies with equally competent management. Both can be provided with all the funds they would need to grow their business. Each company is assigned a mission: one would have to dethrone Netflix as a leading streaming platform and the other - Disney. What might quickly become obvious is that no money in the World might help the second company to beat Disney at its game. The moat Disney has created over the century is something unique, which a long-term investor should be appealed to.These two businesses started being compared around the time Disney launched its direct-to-consumer (DTC) segment in December 2019. Since then, Amazon (AMZN) with its Amazon Prime, Apple (AAPL) with Apple+, Warner Bros. Discovery (WBD) with HBO Max, Paramount (PARA) with its Paramount+, and more players started flooding the market with their new offerings, and expanding libraries. Having an apparently narrow moat led to cracks in the walls of Netflix's streaming kingdom until the judgment day came when the company announced its earnings for the Q4 FY 2021 and the share price tumbled 20% on slowing subscriber growth. Over time it hit the bottom at $162.71 and it's currently trading at $221.68, far from the 52-week-high of $700.99. In addition, equity markets and macro economical environment have been weak for almost a year which makes investors even more hesitant to bet on Netflix. With competition posing a real threat to the company's business model, the streaming giant found itself in a very uncomfortable situation.Mounting HurdlesThe company's narrowing moat has been exposed in recent years as its competitors started to withdraw from licensing its productions to Netflix. Instead, they could include them in their own streaming libraries and draw customers to alternative streaming platforms. At this point, Netflix has no bargaining power and the only thing it can do is to offer more money for the rights to include movies or shows in its libraries. Criminal Minds, the most-watched Netflix show in 2021, was pulled from Netflix and moved to Paramount+. Several Marvel productions also left Netflix and are now available on Disney+. The most-streamed show in 2020 on Netflix in the USA - The Office was removed from the platform as well. These are just a few examples of major content losses the company has experienced.Pictured: After, The Amazing Spider-Man, Schitt's Creek, Hemlock Grove (whats-on-netflix.com)Just in October 2022, there are 152 shows and movies leaving Netflix! Among those are timeless movie creations such as I Am Legend (2007), Once Upon a Time in America (1984), Troy (2004), Full Metal Jacket (1987), and many more. Of course, the company constantly adds content. Just this month 143 positions are being added, as many as 90 of which are made by Netflix. An investor should ask himself if this is the right strategy and if the business model can be sustainable with the developments going in this direction.A natural move for Netflix and seemingly the only chance to be less dependent on other studios was to focus at some point on original content. In 2016 2.6% of the whole content was original, while 97.4% was licensed. A shift in focus led to a drastic change in proportions where currently 50.7% of the films on Netflix are original productions. It has resulted in ballooning content costs which increased by 17.54% CAGR between 2018 and 2021. Expenses on produced content more than quadrupled from $1.02 billion in 2018 to $4.18 billion in 2021 in the same period of time. Unfortunately, these exponential cost hikes don't translate into subscriber growth which has been a key metric to value the company till recently. To keep viewers on its platform and gain significant numbers of new ones, Netflix would need shows like Squid Game much more often. Sad truth is that the originals have been far from high-quality in most cases. I touched on this matter in the article from January 11th, 2021On the other hand, there are many Netflix Originals that are terrible in terms of quality. Sadly, some of them rank below any current cinematographic standards.Contrasting Netflix with HBO Max, one can conclude that an HBO logo by the movie titles has always stood for the high-quality and best cinematographic experience. With Netflix originals, it looks quite the opposite. Before clicking Play, it'd be wise to double-check the ratings and reviews to save an hour or more of poor entertainment.Disney launched its streaming platform at the perfect moment, which was two months before the pandemic started and people got locked at home watching movies and playing computer games. It's been less than three years and Disney with its Disney+, Hulu and ESPN+ overtook Netflix in terms of subscribers number.Number of Subscribers: Disney vs. Netflix (genuineimpact)This should have been one of the few crucial moments for anybody invested in Netflix to revisit the investment thesis and thoroughly think about the outlook of the company.ValuationThere are plenty of valuation methods that can be used when valuing a company. Discounted earnings or discounted cash flow models are among the most popular ones. The value of a productive asset such as a business is in fact expressed by the present value of its all future cash flows. In the long run, however, earnings should match the free cash flow generated by the company. And here is the first red light when looking at Netflix financials.Source: Author, with data from Seeking AlphaThe table below compares earnings per share (EPS) and free cash flow per share (FCF) over the last ten years. Thanks to the accounting technique called amortization, Netflix has made its earnings look very pretty. However, what really stands for the strength of a business is the free cash flow it generates over a long period of time. It's calculated in most cases as cash from operations minus capital expenditures. In the case of Netflix, it's very disturbing that there was no single year except for the year of the pandemic when Netflix had a positive free cash flow. The reason for this unbelievable cash drainage is again - content spending.Over the last three years, Netflix has spent substantial amounts of money on content, a big part of which is being amortized, which means that the loan payments are spread out over time. The management refers to it in the annual report:On average, over 90% of a licensed or produced content asset is expected to be amortized within four years after its month of first availability. The Company reviews factors impacting the amortization of the content assets on an ongoing basis. The Company's estimates related to these factors require considerable management judgment.Comparison of Netflix cash and debt positions (Author's diagram based on Seeking Alpha data)As one can see, the issue with disproportional cash outflow and mounting debt, partially covered by the amortization of the content assets started in 2016 when the management decided to shift its focus to original content production. Since then the spiral of rising liabilities has been accelerating and currently, Netflix's total debt is 3 times higher than its total cash including short-term investments. Besides that, the company's Current Ratio and Quick Ratio which represent ratios of the total assets to total liabilities and current assets to current liabilities respectively, are below 1, which also indicates a mounting debt burden.Since using a discounted cash flow method isn't possible due to the negative and unpredictable free cash flow, one can get a sense of Netflix's value with help of other methods.A suitable method in this situation would be Discounted Earnings Model, where earnings growth is projected over the next ten years and a present value of all the future earnings is calculated.Scenario 1In the first scenario, Netflix's earnings growth outlook is at 23.3% in the first five years, as projected by Seeking Alpha. It was assumed that in the following years, growth will be half as high.Discounted Earnings Model - Scenario 1 (Author's Calculation)Assuming 10% as a discount rate and a 16% margin of safety (calculated in reference to the strength of the short-term and long-term health of the company), a fair price per share comes at $382.94. The result suggests that Netflix is a tremendous deal and a heavily undervalued asset being on sale. Of course, calculated fair share price depends on several factors. However, what should be considered with great caution are growth estimates. In the current environment with challenges Netflix has to face, a 23.3% earnings growth CAGR over five years might be very difficult to achieve.Scenario 2In Scenario 2, growth in the first five years was lowered to 11.7% and it's assumed it'll decrease to 5.8% CAGR in the following years before reaching perpetual growth of 2%.Discounted Earnings Model - Scenario 2 (Author's Calculation)The fair price of the business with such assumptions is substantially lower, as expected. However, these projections are supposed to take into account all the mentioned obstacles that Netflix faces. The projections are conservative, but the down risk is substantially limited by applying such growth values into the model. Assuming, that Scenario 2 is the preferable one for a conservative investor, Netflix has still room to fall in order to become an interesting investment choice.ConclusionNetflix is introducing ads to its platform ($6.99 for the ad-supported tier), closing the door on password sharing, and keeps investing in content. It can also increase subscription fees which will drive its revenues higher. There are probably more ways the company can get back to growth. If some of these growth drivers start materializing, the investment thesis can be revisited with more promising projections. Nevertheless, what the business relies on the most has been subscriber growth, engaging content, and no competition around. This has changed dramatically over the last years and the results could be seen in recent months. At some point, the company also has to start generating free cash flow. It didn't happen in the years of prosperity and it will be even more difficult in the bad years. Value investors may want to follow one of the investing principles shared by Charlie Munger - Vice President of Berkshire Hathaway (BRK.A):A great business at a fair price is superior to a fair business at a great price.One of the conclusions drawn from this article shall be that Netflix is not a great business. Thus it's better to stay away from it when considering a long-term, low-risk, high-reward investment. It doesn't mean that the stock price will not go up or not overperform the market or other equities over periods of time. It means that the risk of the business losing its position (which has already happened) is not low enough compared to the reward the investment may bring over a long period of time which should be at least 10 years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980757549,"gmtCreate":1665827584382,"gmtModify":1676537670192,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9980757549","repostId":"2275403939","repostType":4,"repost":{"id":"2275403939","pubTimestamp":1665802807,"share":"https://www.laohu8.com/m/news/2275403939?lang=&edition=full","pubTime":"2022-10-15 11:00","market":"us","language":"en","title":"Down 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=2275403939","media":"Motley Fool","summary":"They are down but certainly not out.","content":"<html><head></head><body><p>Jeff Bezos, the founder of <b>Amazon</b>, started his 2000 shareholder letter with the word &#34;ouch.&#34; The company&#39;s stock had fallen more than 80% in the past year, a tough time for shareholders when the dot-com bubble had burst, and Wall Street was selling everything out of fear. But Amazon&#39;s business was growing despite the disappointing investment returns. Today, Amazon is one of the world&#39;s largest companies, which means that 2000 was a wonderful time to buy shares.</p><p>Sound familiar? Just over two decades later, the stock market is again in a tumultuous spot. Growth stocks are again taking it on the chin, including <b>Palantir Technologies</b>, <b>Zscaler</b>, and <b>Spotify Technology</b>, down 75%, 58%, and 74% from their respective highs. Despite these steep declines, each stock could make a strong comeback and reward long-term investors. Here is what you need to know.</p><h2>Building a new world on top of data</h2><p><b>Justin Pope (Palantir Technologies): </b>Almost everything you do in life today creates a digital record, and understanding and leveraging this data better than others can drive success in both public and private organizations. Palantir makes custom software solutions for its customers using its proprietary platforms: Gotham specializes in government applications, and Foundry in commercial projects. For example, Palantir helped determine which areas needed the most assistance during Hurricane Sandy in 2012 using GPS data, photos, damage reports, and census/demographics records.</p><p>Palantir&#39;s relationship with the government remains strong today. It works with various departments, announcing new contracts from the Army and Department of Homeland Security totaling over $200 million just in the past couple of months. This close relationship also makes Palantir reliant on the government, which accounted for 57% of revenue over the first six months of 2022. Palantir must grow its private sector business, and it&#39;s doing that -- U.S. commercial revenue grew 120% year over year in the second quarter of this year.</p><p>The company is now doing more than $1.7 billion in revenue and converting 15% of that into free cash flow. Palantir uses stock-based compensation to pay its employees, which is a non-cash expense. So while cash profits are positive, the bottom line (net income) is negative $539 million over the past four quarters. Positive free cash flow adds to a balance sheet with $2.4 billion in cash against zero debt. Investors will want to see net income trend toward a positive figure; look for revenue to grow faster than stock-based compensation over the coming years.</p><p>This bear market has hammered Palantir&#39;s valuation. The stock&#39;s price-to-sales ratio (P/S) was more than 40 last year but has fallen to just 9. The company&#39;s long relationship with the U.S. government and strong commercial growth underlines the value Palantir&#39;s platform creates. The company still has just 304 customers, so there&#39;s plenty of room for long-term growth. Palantir could eventually be a very large and influential company if data continues to become a critical asset for organizations worldwide. In that case, investors might look back on 2022 fondly as an opportunity to buy low.</p><h2>The zero-trust company that deserves your full confidence</h2><p><b>Will Healy</b> <b>(Zscaler): </b>The rise of the cloud changed the nature of cybersecurity. Previous models built trust via IP addresses. However, with increasing numbers of devices and more interactions, securing networks from continuously changing locations demands a different solution.</p><p>Hence, companies increasingly turn to zero-trust security solutions like the ones offered by Zscaler. Zero-trust treats every user as a threat and uses &#34;context-based identity&#34; (job responsibilities, location, etc.) and policy enforcement to determine access. Also, since users access resources and apps rather than networks, Zscaler&#39;s software can prevent and mitigate security breaches.</p><p>Zscaler also stands out by operating as an edge computing solution. With 150 data centers worldwide, it reduces the lag time for clients. Its approach led to <b>Gartner</b> naming it a leader in the 2022 Gartner Magic Quadrant for Security Service Edge. Additionally, it claims almost 2,100 customers with over $100,000 in annual recurring revenue, including 40% of the Fortune 500.</p><p>Those numbers should continue to increase. Allied Market Research predicts the industry will grow at a compound annual growth rate of 19% through 2031, taking the market size to $126 billion. Thus, it may pleasantly surprise investors that in fiscal 2022 (which ended July 31), Zscaler generated $1.1 billion in revenue, rising 61% year over year. Due to the constant need for cybersecurity, recession threats are unlikely to slow company growth significantly, keeping revenue growth at an elevated level.</p><p>Moreover, Zscaler turned a non-GAAP profit for fiscal 2022 of $101 million, rising 34%. The rapid increases in costs and expenses, foreign currency losses, and revaluations of derivative investments reduced earnings.</p><p>Those fast-rising costs and expenses may also have caught Zscaler up in the bear market. The cybersecurity stock now sells at about a 60% discount to its all-time high in November. Additionally, given the current bear market, the price-to-sales (P/S) ratio of 19 may seem intolerably high.</p><p>However, those challenges should not alter the likely growth in the zero-trust security industry. Given its competitive advantages and rapid revenue growth, Zscaler looks like a screaming buy despite its elevated valuation.</p><h2>By one measure, Spotify stock has never been cheaper</h2><p><b>Jake Lerch (Spotify Technology):</b> Like many so-called &#34;stay-at-home&#34; stocks, Spotify shares skyrocketed during the height of the COVID-19 pandemic. If you&#39;d invested $10,000 in Spotify stock in March 2020, it would have grown to more than $23,000 in March 2021. However, the last 18 months have not been kind to Spotify.</p><p>And while the damage to its stock price is undeniable, the company&#39;s fundamentals remain untouched. In fact, they&#39;ve improved.</p><p>User growth is accelerating. In its most recent quarter (the three months ending on June 30, 2022), Spotify reported 433 monthly active users -- 5 million more than the company had projected.</p><p>Both premium (i.e., subscription) and ad-supported revenue have surged. Premium revenue increased 22% year over year to 2.5 billion euros, while ad-supported revenue jumped 31% to 360 million euros. Spotify&#39;s ad-supported revenue now stands at 13% of overall revenue, the highest percentage in the company&#39;s history.</p><p>Meanwhile, Spotify&#39;s valuation looks more sensible than ever. Its current price-to-sales ratio of 1.3 is an all-time low for the company -- and far below its lifetime average of 4.3. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b50e539ea1408691dce3de63e16de6fb\" tg-width=\"2000\" tg-height=\"1253\" width=\"100%\" height=\"auto\"/><span>SPOT PS Ratio data by YCharts</span></p><p>Of course, broader economic conditions are not great. Interest rates are rising and economic growth appears to be slowing. However, for long-term investors, economic slowdowns can present opportunities to build positions in the companies that will benefit when the inevitable turnaround arrives. </p><p>To my eyes, Spotify -- a stock with strong fundamentals and its lowest valuation in years -- looks poised for a comeback.</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>Down 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback</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\">\nDown 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jeff Bezos, the founder of Amazon, started his 2000 shareholder letter with the word \"ouch.\" The company's stock had fallen more than 80% in the past year, a tough time for shareholders when the dot-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZS":"Zscaler Inc.","PLTR":"Palantir Technologies Inc.","SPOT":"Spotify Technology S.A."},"source_url":"https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275403939","content_text":"Jeff Bezos, the founder of Amazon, started his 2000 shareholder letter with the word \"ouch.\" The company's stock had fallen more than 80% in the past year, a tough time for shareholders when the dot-com bubble had burst, and Wall Street was selling everything out of fear. But Amazon's business was growing despite the disappointing investment returns. Today, Amazon is one of the world's largest companies, which means that 2000 was a wonderful time to buy shares.Sound familiar? Just over two decades later, the stock market is again in a tumultuous spot. Growth stocks are again taking it on the chin, including Palantir Technologies, Zscaler, and Spotify Technology, down 75%, 58%, and 74% from their respective highs. Despite these steep declines, each stock could make a strong comeback and reward long-term investors. Here is what you need to know.Building a new world on top of dataJustin Pope (Palantir Technologies): Almost everything you do in life today creates a digital record, and understanding and leveraging this data better than others can drive success in both public and private organizations. Palantir makes custom software solutions for its customers using its proprietary platforms: Gotham specializes in government applications, and Foundry in commercial projects. For example, Palantir helped determine which areas needed the most assistance during Hurricane Sandy in 2012 using GPS data, photos, damage reports, and census/demographics records.Palantir's relationship with the government remains strong today. It works with various departments, announcing new contracts from the Army and Department of Homeland Security totaling over $200 million just in the past couple of months. This close relationship also makes Palantir reliant on the government, which accounted for 57% of revenue over the first six months of 2022. Palantir must grow its private sector business, and it's doing that -- U.S. commercial revenue grew 120% year over year in the second quarter of this year.The company is now doing more than $1.7 billion in revenue and converting 15% of that into free cash flow. Palantir uses stock-based compensation to pay its employees, which is a non-cash expense. So while cash profits are positive, the bottom line (net income) is negative $539 million over the past four quarters. Positive free cash flow adds to a balance sheet with $2.4 billion in cash against zero debt. Investors will want to see net income trend toward a positive figure; look for revenue to grow faster than stock-based compensation over the coming years.This bear market has hammered Palantir's valuation. The stock's price-to-sales ratio (P/S) was more than 40 last year but has fallen to just 9. The company's long relationship with the U.S. government and strong commercial growth underlines the value Palantir's platform creates. The company still has just 304 customers, so there's plenty of room for long-term growth. Palantir could eventually be a very large and influential company if data continues to become a critical asset for organizations worldwide. In that case, investors might look back on 2022 fondly as an opportunity to buy low.The zero-trust company that deserves your full confidenceWill Healy (Zscaler): The rise of the cloud changed the nature of cybersecurity. Previous models built trust via IP addresses. However, with increasing numbers of devices and more interactions, securing networks from continuously changing locations demands a different solution.Hence, companies increasingly turn to zero-trust security solutions like the ones offered by Zscaler. Zero-trust treats every user as a threat and uses \"context-based identity\" (job responsibilities, location, etc.) and policy enforcement to determine access. Also, since users access resources and apps rather than networks, Zscaler's software can prevent and mitigate security breaches.Zscaler also stands out by operating as an edge computing solution. With 150 data centers worldwide, it reduces the lag time for clients. Its approach led to Gartner naming it a leader in the 2022 Gartner Magic Quadrant for Security Service Edge. Additionally, it claims almost 2,100 customers with over $100,000 in annual recurring revenue, including 40% of the Fortune 500.Those numbers should continue to increase. Allied Market Research predicts the industry will grow at a compound annual growth rate of 19% through 2031, taking the market size to $126 billion. Thus, it may pleasantly surprise investors that in fiscal 2022 (which ended July 31), Zscaler generated $1.1 billion in revenue, rising 61% year over year. Due to the constant need for cybersecurity, recession threats are unlikely to slow company growth significantly, keeping revenue growth at an elevated level.Moreover, Zscaler turned a non-GAAP profit for fiscal 2022 of $101 million, rising 34%. The rapid increases in costs and expenses, foreign currency losses, and revaluations of derivative investments reduced earnings.Those fast-rising costs and expenses may also have caught Zscaler up in the bear market. The cybersecurity stock now sells at about a 60% discount to its all-time high in November. Additionally, given the current bear market, the price-to-sales (P/S) ratio of 19 may seem intolerably high.However, those challenges should not alter the likely growth in the zero-trust security industry. Given its competitive advantages and rapid revenue growth, Zscaler looks like a screaming buy despite its elevated valuation.By one measure, Spotify stock has never been cheaperJake Lerch (Spotify Technology): Like many so-called \"stay-at-home\" stocks, Spotify shares skyrocketed during the height of the COVID-19 pandemic. If you'd invested $10,000 in Spotify stock in March 2020, it would have grown to more than $23,000 in March 2021. However, the last 18 months have not been kind to Spotify.And while the damage to its stock price is undeniable, the company's fundamentals remain untouched. In fact, they've improved.User growth is accelerating. In its most recent quarter (the three months ending on June 30, 2022), Spotify reported 433 monthly active users -- 5 million more than the company had projected.Both premium (i.e., subscription) and ad-supported revenue have surged. Premium revenue increased 22% year over year to 2.5 billion euros, while ad-supported revenue jumped 31% to 360 million euros. Spotify's ad-supported revenue now stands at 13% of overall revenue, the highest percentage in the company's history.Meanwhile, Spotify's valuation looks more sensible than ever. Its current price-to-sales ratio of 1.3 is an all-time low for the company -- and far below its lifetime average of 4.3. SPOT PS Ratio data by YChartsOf course, broader economic conditions are not great. Interest rates are rising and economic growth appears to be slowing. However, for long-term investors, economic slowdowns can present opportunities to build positions in the companies that will benefit when the inevitable turnaround arrives. To my eyes, Spotify -- a stock with strong fundamentals and its lowest valuation in years -- looks poised for a comeback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980286805,"gmtCreate":1665740824508,"gmtModify":1676537658494,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980286805","repostId":"1165243391","repostType":4,"repost":{"id":"1165243391","pubTimestamp":1665740139,"share":"https://www.laohu8.com/m/news/1165243391?lang=&edition=full","pubTime":"2022-10-14 17:35","market":"fut","language":"en","title":"U.S. Stock Futures Are Slightly Lower Ahead of Friday’s Big Bank Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1165243391","media":"Wall Street Journal","summary":"U.S. stock futures fell, suggesting markets could be in for another volatile day of trading followin","content":"<html><head></head><body><p>U.S. stock futures fell, suggesting markets could be in for another volatile day of trading following a head-spinning session on Thursday marked by mammoth swings in major indexes.</p><p>As of mid-morning trading in London:</p><ul><li>Futures for the <i><b>S&amp;P 500</b></i> and the <i><b>Dow Jones Industrial Average</b></i> both fell over 0.3%. Contracts for the technology-focused <i><b>Nasdaq-100</b></i> lost 0.58%. The losses erased an earlier rally in futures markets.</li><li>Major indexes in Europe and Asia jumped. China’s <i><b>Shanghai Composite</b></i> gained 1.8%, its biggest one-day rise since April, while Japan’s <i><b>Nikkei 225</b></i> added about 3.3%, its biggest rise since March. The pan-continental <i><b>Stoxx Europe 600</b></i> advanced 0.8%.</li><li>Riskier assets including cryptocurrencies also rallied, with <i><b>bitcoin</b></i> climbing 1.4% to about $19,660 from its 5 p.m. ET level Thursday.</li><li>The yield on the <i><b>10-year U.S. Treasury</b></i> note fell to 3.909%, from 3.952% Thursday. The yield on the <i><b>two-year note</b></i>, which is generally more sensitive to near-term interest-rate expectations, fell to 4.422%.</li><li>The <i><b>WSJ Dollar Index</b></i> edged slightly higher, rising 0.1%. Elsewhere in currency markets, the <i><b>British pound</b></i> fell 0.5% against the greenback.</li><li>Brent Crude Oil slid 0.5% while Light Crude Oil slid 0.54%.</li><li>VIX rose 0.69% while VIXmain slid 0.48%.</li><li>In the U.K., yields on government bonds, or gilts, also retreated. The yield on the <i><b>10-year gilt</b></i> traded at 4.003%. The U.K.&#39;s benchmark <i><b>FTSE 100</b></i> added 0.73%, while the <i><b>FTSE 250</b></i>, a more domestically focused index, added 0.58%.</li><li>Investors are awaiting earnings from big banks including <i><b>JPMorgan Chase</b></i> and <i><b>Morgan Stanley</b></i>, both of which report before the opening bell.</li></ul></body></html>","source":"wsj_highlight","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. Stock Futures Are Slightly Lower Ahead of Friday’s Big Bank Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stock Futures Are Slightly Lower Ahead of Friday’s Big Bank Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 17:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/livecoverage/stock-market-news-today-2022-10-14><strong>Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock futures fell, suggesting markets could be in for another volatile day of trading following a head-spinning session on Thursday marked by mammoth swings in major indexes.As of mid-morning ...</p>\n\n<a href=\"https://www.wsj.com/livecoverage/stock-market-news-today-2022-10-14\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数"},"source_url":"https://www.wsj.com/livecoverage/stock-market-news-today-2022-10-14","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165243391","content_text":"U.S. stock futures fell, suggesting markets could be in for another volatile day of trading following a head-spinning session on Thursday marked by mammoth swings in major indexes.As of mid-morning trading in London:Futures for the S&P 500 and the Dow Jones Industrial Average both fell over 0.3%. Contracts for the technology-focused Nasdaq-100 lost 0.58%. The losses erased an earlier rally in futures markets.Major indexes in Europe and Asia jumped. China’s Shanghai Composite gained 1.8%, its biggest one-day rise since April, while Japan’s Nikkei 225 added about 3.3%, its biggest rise since March. The pan-continental Stoxx Europe 600 advanced 0.8%.Riskier assets including cryptocurrencies also rallied, with bitcoin climbing 1.4% to about $19,660 from its 5 p.m. ET level Thursday.The yield on the 10-year U.S. Treasury note fell to 3.909%, from 3.952% Thursday. The yield on the two-year note, which is generally more sensitive to near-term interest-rate expectations, fell to 4.422%.The WSJ Dollar Index edged slightly higher, rising 0.1%. Elsewhere in currency markets, the British pound fell 0.5% against the greenback.Brent Crude Oil slid 0.5% while Light Crude Oil slid 0.54%.VIX rose 0.69% while VIXmain slid 0.48%.In the U.K., yields on government bonds, or gilts, also retreated. The yield on the 10-year gilt traded at 4.003%. The U.K.'s benchmark FTSE 100 added 0.73%, while the FTSE 250, a more domestically focused index, added 0.58%.Investors are awaiting earnings from big banks including JPMorgan Chase and Morgan Stanley, both of which report before the opening bell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980923232,"gmtCreate":1665631469426,"gmtModify":1676537639591,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980923232","repostId":"2275195667","repostType":4,"repost":{"id":"2275195667","pubTimestamp":1665640435,"share":"https://www.laohu8.com/m/news/2275195667?lang=&edition=full","pubTime":"2022-10-13 13:53","market":"us","language":"en","title":"Here Are the Companies and Sectors That Are Most Vulnerable to the Strong Dollar This Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2275195667","media":"MarketWatch","summary":"Semiconductor makers stand out as particularly vulnerable to the strong dollar, analysts sayThe stro","content":"<html><head></head><body><p>Semiconductor makers stand out as particularly vulnerable to the strong dollar, analysts say</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74b7916dd2b8f50f0bd9929266da9c2c\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>The strong U.S. dollar is expected to be one of the biggest factors weighing on S&amp;P 500 company earnings this past quarter.</span></p><p>Since roughly 40% of S&amp;P 500 companies&#39; sales are generated abroad, equity strategists expect the strong U.S. dollar will weigh heavily on corporate earnings as the third-quarter corporate reporting season begins in earnest this week.</p><p>The ICE U.S. Dollar Index, a gauge of the dollar&#39;s strength against a basket of its main rivals, rose 7.2% during the third quarter, marking its best quarterly performance in seven years. The index has risen more than 18% since the start of the year through Wednesday, according to FactSet data.</p><p>Analysts presently expect S&amp;P 500 index members to see earnings growth of 2.4% this quarter, according to FactSet. Wall Street forecasts tend to be conservative, and companies tend to overshoot, like they did last quarter.</p><p>But if earnings end up being in line with the consensus, it would mark the worst quarterly earnings performance since the third quarter of 2020, according to John Butters, senior earnings analyst at FactSet. And the strong dollar would be among the factors most to blame.</p><p>Typically, companies that generate a large chunk of their sales abroad are more vulnerable to fluctuations in exchange rates.</p><p>And there are some S&amp;P 500 component companies that generate nearly all of their sales abroad. A list of the S&amp;P 500 components with the largest foreign sales exposure can be found below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b226d970fae823b195ae19c464d9eb0\" tg-width=\"851\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/><span>Source: FactSet</span></p><p>The companies listed above include constituents of the S&amp;P 500 consumer staples sector, the health-care sector, materials and the information technology sector -- with semiconductor makers or suppliers (in the case of Applied Materials) representing a majority of the names on the list above.</p><p>Huw Roberts, head of analytics at Quant Insight in London, found that semiconductors tend to be among the industries most vulnerable to a strong dollar.</p><p>Roberts calculated that for every increase of one standard deviation in the value of the dollar against the yuan and a trade-weighted basket of rivals, the <a href=\"https://laohu8.com/S/EMDI\">iShares</a> Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>should decline by 3.2%.</p><p>Looking at the dollar&#39;s impact on a sector-by-sector basis, CFRA Chief Investment Strategist Sam Stovall said in a note to clients that the tech-heavy communications services sector could see the biggest impact from a strong dollar among the S&amp;P 500&#39;s 11 sectors.</p><p>Stovall said in a note to clients that the strong dollar could shave &#34;at least 600 to 800 basis points&#34; off the performance of the communications services sector as a whole.</p><p>This has already largely been factored into analysts expectations. According to Stovall, analysts see earnings contracting 13.8% on an annualized basis, the worst expected performance among the index&#39;s 11 sectors.</p><p>Stovall also expects large restaurant chains, which are a subset of the consumer discretionary sector, to see some blowback from the strong dollar as it eats into earnings gleaned from their restaurants abroad.</p><p>&#34;Companies with significant international exposure will likely face meaningful headwinds, given the continued strength in the dollar and the weaker macrobackdrop abroad,&#34; he said.</p><p>A small percentage of S&amp;P 500 companies have already reported their earnings for the quarter ended Sept. 30. Of those, several have cited the dollar as a headwind, according to FactSet&#39;s Butters.</p><p>These include McCormick &amp; Co. <a href=\"https://laohu8.com/S/MKC\">$(MKC)$</a>, Conagra Brands <a href=\"https://laohu8.com/S/CAG\">$(CAG)$</a>and Nike Inc. <a href=\"https://laohu8.com/S/NKE\">$(NKE)$</a></p><p>Because of this, the strong dollar already ranks among the top concerns for early-reporting companies, with the number citing the dollar as a headwind increasing to 10, up from 7 during the same period last quarter, according to Butters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf2b64f8db303baeb0b55225564fe5b1\" tg-width=\"700\" tg-height=\"401\" referrerpolicy=\"no-referrer\"/><span>SOURCE: FACTSET</span></p><p>Large exporters are also at risk of seeing blowback from the strong dollar due to sales of domestically produced goods, according to a team of analysts at Glenmede.</p><p>Among the two largest exporters in the U.S., only one, the packaging maker International Paper Company <a href=\"https://laohu8.com/S/IP\">$(IP)$</a>, is included in the S&amp;P 500 (the other is the privately-led Koch Industries, according to data from Statista).</p><p>Meanwhile, a team of analysts at Deutsche Bank expect megacap growth companies like Meta Platforms Inc. (META) and Apple Inc. (AAPL)will see  a significant negative earnings impact from the dollar.</p><p>Investors looking for shelter from the exchange-rate impact should consider buying small- or mid-cap companies or stock indexes focused on those companies like the the S&amp;P SmallCap 600 Index or the S&amp;P MidCap 400 (MID), Stovall said.</p><p>But within the S&amp;P 500, only a couple of sectors are domestically-focused enough to offer succor from the rampaging dollar.</p><p>&#34;Only the more domestic-focused sectors, such as real-estate and utilities, are less exposed to these effects,&#34; the Glenmede analysts wrote.</p></body></html>","source":"lsy1603348471595","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>Here Are the Companies and Sectors That Are Most Vulnerable to the Strong Dollar This Earnings Season</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\">\nHere Are the Companies and Sectors That Are Most Vulnerable to the Strong Dollar This Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-13 13:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/here-are-the-companies-and-sectors-that-are-most-vulnerable-to-the-strong-dollar-this-earnings-season-11665607614?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1665630122><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor makers stand out as particularly vulnerable to the strong dollar, analysts sayThe strong U.S. dollar is expected to be one of the biggest factors weighing on S&P 500 company earnings ...</p>\n\n<a href=\"https://www.marketwatch.com/story/here-are-the-companies-and-sectors-that-are-most-vulnerable-to-the-strong-dollar-this-earnings-season-11665607614?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1665630122\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KLAC":"科磊","NEM":"纽曼矿业","MPWR":"Monolithic Power Systems","AMAT":"应用材料","ANET":"Arista Networks, Inc.","LRCX":"拉姆研究","QCOM":"高通","PM":"菲利普莫里斯","NXPI":"恩智浦"},"source_url":"https://www.marketwatch.com/story/here-are-the-companies-and-sectors-that-are-most-vulnerable-to-the-strong-dollar-this-earnings-season-11665607614?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1665630122","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275195667","content_text":"Semiconductor makers stand out as particularly vulnerable to the strong dollar, analysts sayThe strong U.S. dollar is expected to be one of the biggest factors weighing on S&P 500 company earnings this past quarter.Since roughly 40% of S&P 500 companies' sales are generated abroad, equity strategists expect the strong U.S. dollar will weigh heavily on corporate earnings as the third-quarter corporate reporting season begins in earnest this week.The ICE U.S. Dollar Index, a gauge of the dollar's strength against a basket of its main rivals, rose 7.2% during the third quarter, marking its best quarterly performance in seven years. The index has risen more than 18% since the start of the year through Wednesday, according to FactSet data.Analysts presently expect S&P 500 index members to see earnings growth of 2.4% this quarter, according to FactSet. Wall Street forecasts tend to be conservative, and companies tend to overshoot, like they did last quarter.But if earnings end up being in line with the consensus, it would mark the worst quarterly earnings performance since the third quarter of 2020, according to John Butters, senior earnings analyst at FactSet. And the strong dollar would be among the factors most to blame.Typically, companies that generate a large chunk of their sales abroad are more vulnerable to fluctuations in exchange rates.And there are some S&P 500 component companies that generate nearly all of their sales abroad. A list of the S&P 500 components with the largest foreign sales exposure can be found below.Source: FactSetThe companies listed above include constituents of the S&P 500 consumer staples sector, the health-care sector, materials and the information technology sector -- with semiconductor makers or suppliers (in the case of Applied Materials) representing a majority of the names on the list above.Huw Roberts, head of analytics at Quant Insight in London, found that semiconductors tend to be among the industries most vulnerable to a strong dollar.Roberts calculated that for every increase of one standard deviation in the value of the dollar against the yuan and a trade-weighted basket of rivals, the iShares Semiconductor ETF $(SOXX)$should decline by 3.2%.Looking at the dollar's impact on a sector-by-sector basis, CFRA Chief Investment Strategist Sam Stovall said in a note to clients that the tech-heavy communications services sector could see the biggest impact from a strong dollar among the S&P 500's 11 sectors.Stovall said in a note to clients that the strong dollar could shave \"at least 600 to 800 basis points\" off the performance of the communications services sector as a whole.This has already largely been factored into analysts expectations. According to Stovall, analysts see earnings contracting 13.8% on an annualized basis, the worst expected performance among the index's 11 sectors.Stovall also expects large restaurant chains, which are a subset of the consumer discretionary sector, to see some blowback from the strong dollar as it eats into earnings gleaned from their restaurants abroad.\"Companies with significant international exposure will likely face meaningful headwinds, given the continued strength in the dollar and the weaker macrobackdrop abroad,\" he said.A small percentage of S&P 500 companies have already reported their earnings for the quarter ended Sept. 30. Of those, several have cited the dollar as a headwind, according to FactSet's Butters.These include McCormick & Co. $(MKC)$, Conagra Brands $(CAG)$and Nike Inc. $(NKE)$Because of this, the strong dollar already ranks among the top concerns for early-reporting companies, with the number citing the dollar as a headwind increasing to 10, up from 7 during the same period last quarter, according to Butters.SOURCE: FACTSETLarge exporters are also at risk of seeing blowback from the strong dollar due to sales of domestically produced goods, according to a team of analysts at Glenmede.Among the two largest exporters in the U.S., only one, the packaging maker International Paper Company $(IP)$, is included in the S&P 500 (the other is the privately-led Koch Industries, according to data from Statista).Meanwhile, a team of analysts at Deutsche Bank expect megacap growth companies like Meta Platforms Inc. (META) and Apple Inc. (AAPL)will see  a significant negative earnings impact from the dollar.Investors looking for shelter from the exchange-rate impact should consider buying small- or mid-cap companies or stock indexes focused on those companies like the the S&P SmallCap 600 Index or the S&P MidCap 400 (MID), Stovall said.But within the S&P 500, only a couple of sectors are domestically-focused enough to offer succor from the rampaging dollar.\"Only the more domestic-focused sectors, such as real-estate and utilities, are less exposed to these effects,\" the Glenmede analysts wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917799281,"gmtCreate":1665582044743,"gmtModify":1676537630952,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9917799281","repostId":"1146733512","repostType":4,"repost":{"id":"1146733512","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":1665581511,"share":"https://www.laohu8.com/m/news/1146733512?lang=&edition=full","pubTime":"2022-10-12 21:31","market":"us","language":"en","title":"U.S. Stocks Open Little Changed As Investors Fear Inflation Will Drive the Fed to Keep Raising Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=1146733512","media":"Tiger Newspress","summary":"Stocks traded flat Wednesday as investors weighed price data that came in higher than expected, signaling more interest rate hikes are ahead as the Federal Reserve looks to tame high inflation.The Dow","content":"<html><head></head><body><p>Stocks traded flat Wednesday as investors weighed price data that came in higher than expected, signaling more interest rate hikes are ahead as the Federal Reserve looks to tame high inflation.</p><p>The Dow Jones Industrial Average added 16 points, or 0.05%. The S&amp;P 500 and Nasdaq Composite were up 0.19% and 0.32%, respectively.</p><p>Stock futures pared gains from earlier in the morning when the September producer price index, a gauge of final-demand wholesale prices, came in higher than expected. The print was up 0.4% in September, more than the consensus estimate of a 0.2% increase, according to Dow Jones.</p><p>The PPI number is one of the inflation gauges investors are watching alongside the Federal Reserve. If inflation continues to be high, the central bank is more likely to continue its aggressive path of interest rate hikes to bring it back into check. That means rates will continue to rise and my stay high for longer than markets expect, weighing on stocks.</p><p>Investors will get more inflation data on Thursday, when the September consumer price index report is released. The CPI number is a measure of price changes in a basket of common consumer goods and services.</p><p>“Prices remain elevated so it shouldn’t be a surprise to see producer goods and services rise. Keep in mind the increase is still below what we were seeing consistently month after month earlier this year,” said Mike Loewengart, head of model portfolio construction at Morgan Stanley Global Investment Office<b>. ”</b>No doubt the Fed still has its work cut out for them, and if tomorrow’s CPI read is hot, don’t be surprised to see some investors come to grips with how long the road to tamer inflation may be.”</p><p>The minutes from the Federal Reserve’s September meeting will also be released Wednesday. While Fed Chairman Jerome Powell has acknowledged that aggressive interest rate increases could be painful, the central bank will continue to charge forward in its fight to lower inflation.</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 Open Little Changed As Investors Fear Inflation Will Drive the Fed to Keep Raising Rates</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 Open Little Changed As Investors Fear Inflation Will Drive the Fed to Keep Raising Rates\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\">2022-10-12 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks traded flat Wednesday as investors weighed price data that came in higher than expected, signaling more interest rate hikes are ahead as the Federal Reserve looks to tame high inflation.</p><p>The Dow Jones Industrial Average added 16 points, or 0.05%. The S&amp;P 500 and Nasdaq Composite were up 0.19% and 0.32%, respectively.</p><p>Stock futures pared gains from earlier in the morning when the September producer price index, a gauge of final-demand wholesale prices, came in higher than expected. The print was up 0.4% in September, more than the consensus estimate of a 0.2% increase, according to Dow Jones.</p><p>The PPI number is one of the inflation gauges investors are watching alongside the Federal Reserve. If inflation continues to be high, the central bank is more likely to continue its aggressive path of interest rate hikes to bring it back into check. That means rates will continue to rise and my stay high for longer than markets expect, weighing on stocks.</p><p>Investors will get more inflation data on Thursday, when the September consumer price index report is released. The CPI number is a measure of price changes in a basket of common consumer goods and services.</p><p>“Prices remain elevated so it shouldn’t be a surprise to see producer goods and services rise. Keep in mind the increase is still below what we were seeing consistently month after month earlier this year,” said Mike Loewengart, head of model portfolio construction at Morgan Stanley Global Investment Office<b>. ”</b>No doubt the Fed still has its work cut out for them, and if tomorrow’s CPI read is hot, don’t be surprised to see some investors come to grips with how long the road to tamer inflation may be.”</p><p>The minutes from the Federal Reserve’s September meeting will also be released Wednesday. While Fed Chairman Jerome Powell has acknowledged that aggressive interest rate increases could be painful, the central bank will continue to charge forward in its fight to lower inflation.</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":"1146733512","content_text":"Stocks traded flat Wednesday as investors weighed price data that came in higher than expected, signaling more interest rate hikes are ahead as the Federal Reserve looks to tame high inflation.The Dow Jones Industrial Average added 16 points, or 0.05%. The S&P 500 and Nasdaq Composite were up 0.19% and 0.32%, respectively.Stock futures pared gains from earlier in the morning when the September producer price index, a gauge of final-demand wholesale prices, came in higher than expected. The print was up 0.4% in September, more than the consensus estimate of a 0.2% increase, according to Dow Jones.The PPI number is one of the inflation gauges investors are watching alongside the Federal Reserve. If inflation continues to be high, the central bank is more likely to continue its aggressive path of interest rate hikes to bring it back into check. That means rates will continue to rise and my stay high for longer than markets expect, weighing on stocks.Investors will get more inflation data on Thursday, when the September consumer price index report is released. The CPI number is a measure of price changes in a basket of common consumer goods and services.“Prices remain elevated so it shouldn’t be a surprise to see producer goods and services rise. Keep in mind the increase is still below what we were seeing consistently month after month earlier this year,” said Mike Loewengart, head of model portfolio construction at Morgan Stanley Global Investment Office. ”No doubt the Fed still has its work cut out for them, and if tomorrow’s CPI read is hot, don’t be surprised to see some investors come to grips with how long the road to tamer inflation may be.”The minutes from the Federal Reserve’s September meeting will also be released Wednesday. While Fed Chairman Jerome Powell has acknowledged that aggressive interest rate increases could be painful, the central bank will continue to charge forward in its fight to lower inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917799020,"gmtCreate":1665581949860,"gmtModify":1676537630927,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9917799020","repostId":"1180326920","repostType":4,"repost":{"id":"1180326920","pubTimestamp":1665588241,"share":"https://www.laohu8.com/m/news/1180326920?lang=&edition=full","pubTime":"2022-10-12 23:24","market":"us","language":"en","title":"Nvidia: Rising From The Ashes","url":"https://stock-news.laohu8.com/highlight/detail?id=1180326920","media":"Seeking Alpha","summary":"That should never happen again as some of NVIDIA's strongest supporters will carefully keep a cautious eye on valuation and multiples a few years down the road. Secular growth meets cyclical volatility.NVIDIA's Revenue Segments At this juncture, I believe that NVIDIA will come back stronger and product launches should be a key catalyst in resuming growth.Gaming - The RTX40 SeriesNVIDIA has won several plaudits for its new gaming series chips named after Ada Lovelace. Going after what NVIDIA beli","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A slew of new and innovative products such as the RTX40, the Hopper and Grace should overcome the setback from gaming.</li><li>Data Center will be front and center in FY-2024, while gaming will recover from Q2- FY 2024, as NVIDIA works through excess inventories.</li><li>NVIDIA has several competitive advantages and pricing power to continue growing.</li><li>Software and hardware integration allows it to build the best products in the priciest segments of every market it competes in, giving it the best net margins in the industry.</li></ul><p><b>When it Rains it Pours</b></p><p>NVIDIA (NASDAQ: NVDA) is as relevant and dominant today, even as it struggles to recover from the aftereffects of a crypto winter and the Ethereum Merge. It has been a very painful past twelve months for both the company and its shareholders. NVIDIA first started showing cracks in its armor when it walked away from the ARM deal, losing about $1.25Bn in fees. The second and bigger blow crystallized in August 2022 when NVIDIAguided early for a disastrous Q2-FY23, taking a charge of $1.3Bn for excess inventory and guiding for a steep 19% drop in sequential revenue to $6.7Bn against consensus estimates of $8.10Bn. On earnings day on August 24th, it guided to a further fall to $5.7Bn in revenues for Q3-FY23 - another sequential drop of 14%. To add insult to injury, this week, the US government decided to ban all semiconductor sales of strategic importance to Chinese companies.</p><p>The 66% drop from $340 in Nov 2021, to $116 today has been gut-wrenching, to say the least.</p><p><b>The Ethereum Merge</b></p><p>As one of my favorite investors, Peter Lynch said &#34;Fool me once, shame on you; fool me twice, shame on me!&#34;. This is the second time, Gaming has suffered from excess inventories built up from a fall in Crypto prices; this time, the fall was even steeper with Q2-FY23 revenues dropping 33% YoY and 44% sequentially. I estimate Gaming to drop to $1Bn in Q3-FY23, a 69% drop YoY!, as NVIDIA works through excessive inventory. For the past two years, NVIDIA rode the crypto boom as miners used its high-quality GPU cards for Ethereum mining, charging as much as 40% above list price. Now, with Ethereum moving to proof of stake instead of proof of work, used cards have flooded the market.</p><p>One of the biggest problems I see going forward is investors not giving the same multiples to NVIDIA; no more pie in the sky market cap of $800 Bn or 30X sales! That should never happen again as some of NVIDIA&#39;s strongest supporters will carefully keep a cautious eye on valuation and multiples a few years down the road. Secular growth meets cyclical volatility.</p><p><img src=\"https://static.tigerbbs.com/9db17497b1870412cc17d7a09737a2cc\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA&#39;s Revenue Segments (The Next Platform)</p><p>At this juncture, I believe that NVIDIA will come back stronger and product launches should be a key catalyst in resuming growth.</p><p><b>Gaming - The RTX40 Series</b></p><p>NVIDIA has won several plaudits for its new gaming series chips named after Ada Lovelace. Going after what NVIDIA believes will be the future of all high-end games, Ray Tracing, it has packed the RTX40 with features that bring out the rich visualization in games that pretty much no other chip can do. The RTX40 Series has been built in collaboration with TSMC (TSM) on the 4NM node and is easily one of the fastest and most powerful chips in gaming. A great Seeking Alpha article from Beth Kindigdescribing it in detail.</p><p>NVIDIA has always been the best in its class; it doesn&#39;t do windows and it doesn&#39;t do consoles; instead, it positions itself in a halo of super competence and charges a hefty price knowing that the discerning gamer will pay for quality. The innovative turn with the Lovelace, RTX40 is no exception and will be priced about 25-30% higher from its last RTX30 Ampere series and range from $899 to $1,599.<b>More importantly, it is backed with the strategic intent of not letting the used inventory of Ethereum cards take away from the sales of the newer cards.</b> Quite simply, the used Ethereum card cannot perform even close to the Lovelace.</p><p><b>Datacenter - The Hopper and the Grace</b></p><p>The H100 GPU, nicknamed the Hopper, built for the data center segment is also rated one of the best in its class for power and efficiency, with 50% more memory and bandwidth than its predecessor, the A100. It&#39;s also expected to have a 300% better performance and is supposed to be 6 times faster, besides delivering 9X better throughput in AI inference training. The Next Platform has done an excellent deep dive into the Hopper.</p><p>Importantly, the Hopper will be priced pretty high, compared to the rest of the market, and even below a strategic price point below $20,000 per unit will be 20-33% higher than its predecessor, the A100.</p><p>I expect Datacenter to grow 54% in FY 23 and 35% in FY 24, contributing more than 60% of NVIDIA&#39;s revenues.</p><p>Bank of America Analyst, Vivek Arya, updated his cloud spending forecast for 2023, saying he now expects it to rise 7.5%, a slowdown from 2022, but still up year-over-year. The analyst noted that macro turmoil has reduced the pace of growth, but cloud spending is still expected to reach $170B in 2022, up 20% from 2021 and 2023 should be even higher at $183B, which the analyst said would be &#34;in line with last down cycles when capex decelerated&#34;.</p><p>AMD (AMD), which also guided Q3 down on slowing PC sales, <b>crucially did not disappoint on datacenter, stating that datacenter revenue grew 8% sequentially and 45% YoY, boding well for NVIDIA.</b></p><p><b>Grace</b>- The Grace, ARM-based CPU is NVIDIA&#39;s first foray in CPUs, a field dominated by AMD and Intel (INTC). The CPU market in Datacenter was dominated by Intel till AMD started eating its lunch with stronger and more efficient products, packing more transistors in the 5 and 7nm nodes while Intel was struggling to go below 10nm.</p><p>Clearly, NVIDIA smelled opportunity, and it&#39;s only surprising why it took them so long to get into this segment. Sticking to its playbook, the Grace will also be a high-performance, pricey chip also on the 4Nm node. Initially, it will be a niche product mainly for AI. Importantly,NVIDIA will bundle the Hopper and the Grace to make inroads into this market.</p><p><b>The Chip War with China</b></p><p>The biggest threat I see for NVIDIA is the China chip blockade from the Biden administration. This is a take-no-prisoners approach, the salvo is broad-based and clearly aimed at restricting China&#39;s prowess in building high-performance chips. The term &#34;chips of strategic importance&#34; is loosely defined. Any sales to Chinese firms requiring high-performance chips need specific exemptions or licenses, which could easily be denied. NVIDIA is clearly the leader in high-performance computing and has the most at stake.</p><p><b>Investment Case</b></p><p>Resuming Growth</p><p>To value the company going forward, I&#39;ve taken a conservative approach, forecasting only $1Bn in gaming revenues in Q3 with a slight uptick in Q4 as NVIDIA works through excess inventory. I believe that Fiscal 2024 will see sufficient recoveries in gaming volumes aided by strong sticker prices and estimate that NVIDIA will have $7Bn in gaming revenues, still 9% below FY23 <b>butentirely without Crypto sales.</b> For more conservative investors, looking for recurring revenues, this is not a bad thing. Furthermore, having recurring and sustainable revenues recoups some of the ill-will and the loss of the lofty multiple, when NVIDIA failed to identify crypto sales and suffered the ignominy of changing guidance at the 11th hour. Even with conservative estimates, I expect NVIDIA to grow total revenues 20% next year in FY 24.</p><p><img src=\"https://static.tigerbbs.com/29bd0639f66c69fd4ae501e38d77c3a3\" tg-width=\"640\" tg-height=\"296\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA 10K, 10Q, Fountainhead</p><p>A silver lining of the entire Ethereum cards boom and bust is that NVIDIA took in close to an estimated $10Bn in &#34;extra&#34; revenues over the past two years. For a company that spent $5.2Bn in R&amp;D last year - that extra cash came in very handy. I also expect the solid growth in Auto to continue.</p><p>Attractive Valuation<img src=\"https://static.tigerbbs.com/1708cc96078b2ed02f57e6485bc9caef\" tg-width=\"610\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA, Fountainhead, Seeking Alpha</p><p>Based on my forecast through FY 2026, NVIDIA performs very well in spite of all these headwinds. My estimates are lower than Seeking Alpha consensus estimates and probably conservative given the speed at which NVIDIA has bounced back in the past. At $116, NVIDIA is reasonable at 28X FY 24 earnings and a steal at 19 and 14 times, FY25 and FY26 earnings, respectively.</p><p>Besides, the quality of earnings is far superior when they&#39;re free of cyclical crypto earnings.</p><p>NVIDIA&#39;s pole position as the best in its class ensures that it will constantly have better multiples than AMD and Intel.</p><p>It has the highest margins at over 30%. In FY 2022, NVIDIA had a net profit margin of 36%! - a lot of it crypto-driven. However, given its pricing power for the RTX40, the Grace and the Hopper in Datacenter, I&#39;m confident that it should reasonably earn net margins of around 30% in the next 4 years.</p><p><b>Conclusion</b></p><p>NVIDIA calls it the Omniverse platform, where it has positioned itself as a solution/license/subscription provider. Here, I believe it will have the first-mover advantage when the Metaverse takes off. Again, these will be high-quality earnings with very solid margins. In its pro visualization segment, NVIDIA has taken a solid lead in providing collaborative platforms. Pro-viz revenues doubled to $2Bn in FY 2022 on the back of hybrid and work-from-home trends. While it is now clearly digesting the big gains, it should resume double-digit growth in FY 2025.</p><p>One of its key growth drivers in collaborative use cases will be the quality of ray tracing graphics, which will entice more designers to use NVIDIA as a service tool or as a license. This is a competitive advantage and regardless of Meta Platforms&#39; (META) recent stumbles, Metaverse or Omniverse business uses are already in motion; for example, in car showrooms and surgical walk-throughs. NVIDIA should have a first-mover advantage as a subscription provider, as a complete solution. I believe this is <b>key and will remain a moat.</b> I believe that the Metaverse and Collaborative design markets are still in a very nascent stage and having the best and the most innovative products will give NVIDIA a huge advantage, and allow it to continue skimming the market till competing products emerge.</p><p>I&#39;ve owned NVIDIA for more than 5 years and usually bought on dips, sometimes selling when it became too large a part of my portfolio or taking some profits off the table.</p><p>Given the Fed&#39;s hawkishness and the US government&#39;s newfound belligerence towards China, there is potential for downside and I would spread my buying over 4-5 installments. I rate it a Buy and expect NVIDIA to double from this price of $116 in the next 3-4 years.</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>Nvidia: Rising From The Ashes</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: Rising From The Ashes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546014-nvidia-nvda-stock-rising-from-ashes?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA slew of new and innovative products such as the RTX40, the Hopper and Grace should overcome the setback from gaming.Data Center will be front and center in FY-2024, while gaming will recover ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546014-nvidia-nvda-stock-rising-from-ashes?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4\">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://seekingalpha.com/article/4546014-nvidia-nvda-stock-rising-from-ashes?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180326920","content_text":"SummaryA slew of new and innovative products such as the RTX40, the Hopper and Grace should overcome the setback from gaming.Data Center will be front and center in FY-2024, while gaming will recover from Q2- FY 2024, as NVIDIA works through excess inventories.NVIDIA has several competitive advantages and pricing power to continue growing.Software and hardware integration allows it to build the best products in the priciest segments of every market it competes in, giving it the best net margins in the industry.When it Rains it PoursNVIDIA (NASDAQ: NVDA) is as relevant and dominant today, even as it struggles to recover from the aftereffects of a crypto winter and the Ethereum Merge. It has been a very painful past twelve months for both the company and its shareholders. NVIDIA first started showing cracks in its armor when it walked away from the ARM deal, losing about $1.25Bn in fees. The second and bigger blow crystallized in August 2022 when NVIDIAguided early for a disastrous Q2-FY23, taking a charge of $1.3Bn for excess inventory and guiding for a steep 19% drop in sequential revenue to $6.7Bn against consensus estimates of $8.10Bn. On earnings day on August 24th, it guided to a further fall to $5.7Bn in revenues for Q3-FY23 - another sequential drop of 14%. To add insult to injury, this week, the US government decided to ban all semiconductor sales of strategic importance to Chinese companies.The 66% drop from $340 in Nov 2021, to $116 today has been gut-wrenching, to say the least.The Ethereum MergeAs one of my favorite investors, Peter Lynch said \"Fool me once, shame on you; fool me twice, shame on me!\". This is the second time, Gaming has suffered from excess inventories built up from a fall in Crypto prices; this time, the fall was even steeper with Q2-FY23 revenues dropping 33% YoY and 44% sequentially. I estimate Gaming to drop to $1Bn in Q3-FY23, a 69% drop YoY!, as NVIDIA works through excessive inventory. For the past two years, NVIDIA rode the crypto boom as miners used its high-quality GPU cards for Ethereum mining, charging as much as 40% above list price. Now, with Ethereum moving to proof of stake instead of proof of work, used cards have flooded the market.One of the biggest problems I see going forward is investors not giving the same multiples to NVIDIA; no more pie in the sky market cap of $800 Bn or 30X sales! That should never happen again as some of NVIDIA's strongest supporters will carefully keep a cautious eye on valuation and multiples a few years down the road. Secular growth meets cyclical volatility.NVIDIA's Revenue Segments (The Next Platform)At this juncture, I believe that NVIDIA will come back stronger and product launches should be a key catalyst in resuming growth.Gaming - The RTX40 SeriesNVIDIA has won several plaudits for its new gaming series chips named after Ada Lovelace. Going after what NVIDIA believes will be the future of all high-end games, Ray Tracing, it has packed the RTX40 with features that bring out the rich visualization in games that pretty much no other chip can do. The RTX40 Series has been built in collaboration with TSMC (TSM) on the 4NM node and is easily one of the fastest and most powerful chips in gaming. A great Seeking Alpha article from Beth Kindigdescribing it in detail.NVIDIA has always been the best in its class; it doesn't do windows and it doesn't do consoles; instead, it positions itself in a halo of super competence and charges a hefty price knowing that the discerning gamer will pay for quality. The innovative turn with the Lovelace, RTX40 is no exception and will be priced about 25-30% higher from its last RTX30 Ampere series and range from $899 to $1,599.More importantly, it is backed with the strategic intent of not letting the used inventory of Ethereum cards take away from the sales of the newer cards. Quite simply, the used Ethereum card cannot perform even close to the Lovelace.Datacenter - The Hopper and the GraceThe H100 GPU, nicknamed the Hopper, built for the data center segment is also rated one of the best in its class for power and efficiency, with 50% more memory and bandwidth than its predecessor, the A100. It's also expected to have a 300% better performance and is supposed to be 6 times faster, besides delivering 9X better throughput in AI inference training. The Next Platform has done an excellent deep dive into the Hopper.Importantly, the Hopper will be priced pretty high, compared to the rest of the market, and even below a strategic price point below $20,000 per unit will be 20-33% higher than its predecessor, the A100.I expect Datacenter to grow 54% in FY 23 and 35% in FY 24, contributing more than 60% of NVIDIA's revenues.Bank of America Analyst, Vivek Arya, updated his cloud spending forecast for 2023, saying he now expects it to rise 7.5%, a slowdown from 2022, but still up year-over-year. The analyst noted that macro turmoil has reduced the pace of growth, but cloud spending is still expected to reach $170B in 2022, up 20% from 2021 and 2023 should be even higher at $183B, which the analyst said would be \"in line with last down cycles when capex decelerated\".AMD (AMD), which also guided Q3 down on slowing PC sales, crucially did not disappoint on datacenter, stating that datacenter revenue grew 8% sequentially and 45% YoY, boding well for NVIDIA.Grace- The Grace, ARM-based CPU is NVIDIA's first foray in CPUs, a field dominated by AMD and Intel (INTC). The CPU market in Datacenter was dominated by Intel till AMD started eating its lunch with stronger and more efficient products, packing more transistors in the 5 and 7nm nodes while Intel was struggling to go below 10nm.Clearly, NVIDIA smelled opportunity, and it's only surprising why it took them so long to get into this segment. Sticking to its playbook, the Grace will also be a high-performance, pricey chip also on the 4Nm node. Initially, it will be a niche product mainly for AI. Importantly,NVIDIA will bundle the Hopper and the Grace to make inroads into this market.The Chip War with ChinaThe biggest threat I see for NVIDIA is the China chip blockade from the Biden administration. This is a take-no-prisoners approach, the salvo is broad-based and clearly aimed at restricting China's prowess in building high-performance chips. The term \"chips of strategic importance\" is loosely defined. Any sales to Chinese firms requiring high-performance chips need specific exemptions or licenses, which could easily be denied. NVIDIA is clearly the leader in high-performance computing and has the most at stake.Investment CaseResuming GrowthTo value the company going forward, I've taken a conservative approach, forecasting only $1Bn in gaming revenues in Q3 with a slight uptick in Q4 as NVIDIA works through excess inventory. I believe that Fiscal 2024 will see sufficient recoveries in gaming volumes aided by strong sticker prices and estimate that NVIDIA will have $7Bn in gaming revenues, still 9% below FY23 butentirely without Crypto sales. For more conservative investors, looking for recurring revenues, this is not a bad thing. Furthermore, having recurring and sustainable revenues recoups some of the ill-will and the loss of the lofty multiple, when NVIDIA failed to identify crypto sales and suffered the ignominy of changing guidance at the 11th hour. Even with conservative estimates, I expect NVIDIA to grow total revenues 20% next year in FY 24.NVIDIA 10K, 10Q, FountainheadA silver lining of the entire Ethereum cards boom and bust is that NVIDIA took in close to an estimated $10Bn in \"extra\" revenues over the past two years. For a company that spent $5.2Bn in R&D last year - that extra cash came in very handy. I also expect the solid growth in Auto to continue.Attractive ValuationNVIDIA, Fountainhead, Seeking AlphaBased on my forecast through FY 2026, NVIDIA performs very well in spite of all these headwinds. My estimates are lower than Seeking Alpha consensus estimates and probably conservative given the speed at which NVIDIA has bounced back in the past. At $116, NVIDIA is reasonable at 28X FY 24 earnings and a steal at 19 and 14 times, FY25 and FY26 earnings, respectively.Besides, the quality of earnings is far superior when they're free of cyclical crypto earnings.NVIDIA's pole position as the best in its class ensures that it will constantly have better multiples than AMD and Intel.It has the highest margins at over 30%. In FY 2022, NVIDIA had a net profit margin of 36%! - a lot of it crypto-driven. However, given its pricing power for the RTX40, the Grace and the Hopper in Datacenter, I'm confident that it should reasonably earn net margins of around 30% in the next 4 years.ConclusionNVIDIA calls it the Omniverse platform, where it has positioned itself as a solution/license/subscription provider. Here, I believe it will have the first-mover advantage when the Metaverse takes off. Again, these will be high-quality earnings with very solid margins. In its pro visualization segment, NVIDIA has taken a solid lead in providing collaborative platforms. Pro-viz revenues doubled to $2Bn in FY 2022 on the back of hybrid and work-from-home trends. While it is now clearly digesting the big gains, it should resume double-digit growth in FY 2025.One of its key growth drivers in collaborative use cases will be the quality of ray tracing graphics, which will entice more designers to use NVIDIA as a service tool or as a license. This is a competitive advantage and regardless of Meta Platforms' (META) recent stumbles, Metaverse or Omniverse business uses are already in motion; for example, in car showrooms and surgical walk-throughs. NVIDIA should have a first-mover advantage as a subscription provider, as a complete solution. I believe this is key and will remain a moat. I believe that the Metaverse and Collaborative design markets are still in a very nascent stage and having the best and the most innovative products will give NVIDIA a huge advantage, and allow it to continue skimming the market till competing products emerge.I've owned NVIDIA for more than 5 years and usually bought on dips, sometimes selling when it became too large a part of my portfolio or taking some profits off the table.Given the Fed's hawkishness and the US government's newfound belligerence towards China, there is potential for downside and I would spread my buying over 4-5 installments. I rate it a Buy and expect NVIDIA to double from this price of $116 in the next 3-4 years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917602630,"gmtCreate":1665492972721,"gmtModify":1676537615600,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917602630","repostId":"1182884980","repostType":4,"repost":{"id":"1182884980","pubTimestamp":1665492109,"share":"https://www.laohu8.com/m/news/1182884980?lang=&edition=full","pubTime":"2022-10-11 20:41","market":"us","language":"en","title":"Lululemon Is Upgraded at Piper in Outlier Retail Call","url":"https://stock-news.laohu8.com/highlight/detail?id=1182884980","media":"Seeking Alpha","summary":"Piper Sandler upgraded Lululemon Athletica (NASDAQ: LULU) to an Overweight rating on Tuesday.The fir","content":"<html><head></head><body><p>Piper Sandler upgraded Lululemon Athletica (NASDAQ: LULU) to an Overweight rating on Tuesday.</p><p>The firm pointed to momentum for LULU in its recent survey and sees an opportunity for outperformance in outerwear this fall and winter. Crucially, Lululemon (LULU) is noted to have a stable promotional backdrop.</p><p>&#34;In what we view as a tougher and more uncertain consumer environment, we want to point investors to quality. We continue to believe LULU has best-in-class product innovation which should drive demand, and we do not believe LULU will have to react as much as peers to the more intense promotional environment.&#34;</p><p>Cutting across the cautious vibe in the retail sector, Piper boosted estimates on LULU and established a new price target of $350, which works out to a 31.0X multiple of the FY23E P/E estimate. Piper thinks that multiple for LULU is fair compared to peers given the strong revenue growth.</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>Lululemon Is Upgraded at Piper in Outlier Retail Call</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\">\nLululemon Is Upgraded at Piper in Outlier Retail Call\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 20:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3890294-lululemon-is-upgraded-at-piper-in-outlier-retail-call><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Piper Sandler upgraded Lululemon Athletica (NASDAQ: LULU) to an Overweight rating on Tuesday.The firm pointed to momentum for LULU in its recent survey and sees an opportunity for outperformance in ...</p>\n\n<a href=\"https://seekingalpha.com/news/3890294-lululemon-is-upgraded-at-piper-in-outlier-retail-call\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LULU":"lululemon athletica"},"source_url":"https://seekingalpha.com/news/3890294-lululemon-is-upgraded-at-piper-in-outlier-retail-call","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182884980","content_text":"Piper Sandler upgraded Lululemon Athletica (NASDAQ: LULU) to an Overweight rating on Tuesday.The firm pointed to momentum for LULU in its recent survey and sees an opportunity for outperformance in outerwear this fall and winter. Crucially, Lululemon (LULU) is noted to have a stable promotional backdrop.\"In what we view as a tougher and more uncertain consumer environment, we want to point investors to quality. We continue to believe LULU has best-in-class product innovation which should drive demand, and we do not believe LULU will have to react as much as peers to the more intense promotional environment.\"Cutting across the cautious vibe in the retail sector, Piper boosted estimates on LULU and established a new price target of $350, which works out to a 31.0X multiple of the FY23E P/E estimate. Piper thinks that multiple for LULU is fair compared to peers given the strong revenue growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917940645,"gmtCreate":1665418474287,"gmtModify":1676537603216,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9917940645","repostId":"1104423113","repostType":4,"repost":{"id":"1104423113","pubTimestamp":1665415201,"share":"https://www.laohu8.com/m/news/1104423113?lang=&edition=full","pubTime":"2022-10-10 23:20","market":"us","language":"en","title":"SPY: 2008 Vs. 2022, Does History Repeat Itself?","url":"https://stock-news.laohu8.com/highlight/detail?id=1104423113","media":"Seeking Alpha","summary":"SummaryAs the S&P 500 is testing its EMA200, memories of the crash in 2008 are coming back.The S&P 5","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>As the S&amp;P 500 is testing its EMA200, memories of the crash in 2008 are coming back.</li><li>The S&amp;P 500 reported a three-week losing streak and the worst September since 2002, pushing the SPY under its EMA200 but the last week could be the beginning of a reversal.</li><li>In this analysis, I will compare the situation of the SPY between 2008 and today, based on the underlying conditions of the stock market.</li></ul><p>As I wrote about more extensively in my latest market analysis SPY And QQQ Are Likely Set For A Reversal, since the Second World War, bear markets have been less frequent, with only two since the market crash during the financial crisis, while there have been multiple strong and lasting bull markets. Stock market corrections are instead quite common, with pullbacks of 10% or more in 10 of the past 20 years, but none of them has been disastrous as the market crash in 2008. With the actual market turmoil, memories of the crash in 2008 tend to come back, and we now often read about comparisons of the two situations, with some investors thinking that history will repeat itself, while others believe we are in a different market situation.</p><p>My approach is strictly pondering indicators that I consider the most important when assessing the situation of the major indexes in the US financial markets, as this is not a macroeconomic analysis and instead focuses on the SP500, it is consciously ignoring other economic indicators that may be relevant under another perspective.</p><p><b>The crash in 2008</b></p><p>Looking at the weekly chart of the SP500 tracked by the SPDR S&amp;P 500 Trust ETF (NYSEARCA: SPY), we can indeed ascertain some similarities between the actual chart of the SP500 and the situation that led to the crash in 2008. The index has recently seemingly formed a double bottom while testing its EMA200, strong support, that the index hasn’t broken since the crash in 2020, while its relative strength, measured towards the broader small-cap market tracked by the iShares Russell 2000 ETF (IWM), is declining with increasingly negative momentum.</p><p><img src=\"https://static.tigerbbs.com/dbbd9d1a9cc3dae8b5ac78f5ae508fab\" tg-width=\"640\" tg-height=\"429\" referrerpolicy=\"no-referrer\"/></p><p>Author, using TradingView</p><p>Let’s have a look at what was going on in 2008. The S&amp;P 500 was testing its EMA200 in its third attempt, hinting at a triple bottom, a situation that is notoriously likely a recipe for a disaster. The index was suffering major distribution weeks on increasingly high selling pressure while crossing its EMA200. The relative strength was also sharply declining and the momentum was increasingly negative.</p><p><img src=\"https://static.tigerbbs.com/b1567becf18064b76d0bf59190834d9f\" tg-width=\"640\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/></p><p>Author, using TradingView</p><p>Based on the chart of the SPY, it was indeed in a similar situation as it is now, but let’s see how it played out for the index in the next few weeks.</p><p><img src=\"https://static.tigerbbs.com/394d9394c604cbe27c3f48fd67574d19\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p>Author, using TradingView</p><p>The SP500 dropped under its EMA200 and crashed by almost 50%. It took the index 574 days to test the EMA200 again, and 840 days to consistently keep the price level over it, as the index recovered and broke even only 32 months later.</p><p><b>Key factors to watch</b></p><p>The Market Breadth is one of my favorite indicators to track the general market’s sentiment and momentum, as it refers to how many stocks are participating in a given move in an index or on a stock exchange. For this purpose, I consider two indicators. The MMFI index shows the percentage of stocks over their 50-day moving average (MAV), while the MMTH reports those over their 200-day MAV at the NYSE.</p><p><img src=\"https://static.tigerbbs.com/981501794e53b031b96d4b599d6436c7\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/></p><p>Author, using TradingView</p><p>At the time the SP500 was testing its EMA200 in 2008, the situation was quite different when considering the market breadth both the MMFI and the MMTH were rapidly declining from higher levels, as the stocks in the SP500 were still priced relatively higher than they are today, compared to their moving averages, while recently the stocks have been heavily sold off and are now giving signs of a possible reversal.</p><p><img src=\"https://static.tigerbbs.com/7ef7869bbc8f4df286a6c1e3ab5d6aca\" tg-width=\"640\" tg-height=\"205\" referrerpolicy=\"no-referrer\"/></p><p>Author, using TradingView</p><p>The CBOE Volatility Index (VIX) tends to be lower in bull markets and higher in bear markets, often dropping when the broader market rallies and soaring when stocks plunge. In 2008 the VIX was increasing but still significantly lower than in the actual situation, as in the past months the index was hovering between levels of 20 and 30, with sporadic spikes above as nervousness on the markets increased.</p><p><img src=\"https://static.tigerbbs.com/c5bd28c155c8c083b94a1025fc04796c\" tg-width=\"640\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/></p><p>Author, using TradingView</p><p>The SPDR Bloomberg Barclays High Yield Bond ETF (JNK), which tracks highly liquid, high-yield, US dollar-denominated corporate bonds, is normally dropping with increasing risk-aversion on the markets, as investors tend to sell high-risk corporate debt, causing the price of the bonds to drop as their yield increase. The recent levels are showing a high-risk aversion and are close to the bottom levels recorded during the pandemic market crash. In 2008 instead, the risk appetite was seemingly still very high, as high-yield bonds were still in demand and their price significantly higher.</p><p><img src=\"https://static.tigerbbs.com/3057201f65504da5e514ffd43daf4465\" tg-width=\"640\" tg-height=\"195\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author, using TradingView</p><p>In 2008 the JNK crashed in the months after the SP500 crossed its EMA200 to the levels we already saw in the pandemic crash and we see again today, underscoring the magnitude of the crash in 2008, but the actual price of the index is also hinting at the extremely high risk aversion we are already experiencing in the last few months.</p><p><b>The bottom line</b></p><p>The S&amp;P 500 has recently suffered its worst week since March 2020, with the index reporting a three-week losing streak and the worst September since 2022, pushing the SPY under its EMA200 which is now being tested as possible resistance. Although the chart of the S&amp;P 500 is hinting at some similarities in the price action, the underlying situation in the markets cannot be considered similar when comparing the pre-crash in 2008 with the situation we have today. Not only are there huge differences in the risk aversion of the market participants, but the components of the S&amp;P 500 were also priced differently at the moment when the index was testing its major support level given by its EMA200.</p><p>The average bear market extends over 288 days and despite more indicators needing to be observed to conclude in this sense, the likelihood of being already over the worst part of it is increasingly high, as the S&amp;P 500 has been in a bear market for 275 days. Can it become worse? We are definitely in a high-risk environment where multiple exogenous factors such as the international crisis caused by the war in Ukraine which seems to escalate to unprecedented levels of tension, or the high inflation rates recorded in many economies around the world could still negatively affect the markets in the coming months, but the situation cannot be compared to 2008 as the underlying conditions are not the same.</p><p>Based on those indicators, I am considering a position in the SPY, especially as I already wrote in my former analysis, it seems to be oversold at the moment and the risk aversion may have peaked, but I would keep tight stop-losses to limit the downside, as the risks are still considerably high in this market environment.</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: 2008 Vs. 2022, Does History Repeat Itself?</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\">\nSPY: 2008 Vs. 2022, Does History Repeat Itself?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545329-spy-2008-vs-2022-does-history-repeat-itself><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs the S&P 500 is testing its EMA200, memories of the crash in 2008 are coming back.The S&P 500 reported a three-week losing streak and the worst September since 2002, pushing the SPY under its...</p>\n\n<a href=\"https://seekingalpha.com/article/4545329-spy-2008-vs-2022-does-history-repeat-itself\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4545329-spy-2008-vs-2022-does-history-repeat-itself","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104423113","content_text":"SummaryAs the S&P 500 is testing its EMA200, memories of the crash in 2008 are coming back.The S&P 500 reported a three-week losing streak and the worst September since 2002, pushing the SPY under its EMA200 but the last week could be the beginning of a reversal.In this analysis, I will compare the situation of the SPY between 2008 and today, based on the underlying conditions of the stock market.As I wrote about more extensively in my latest market analysis SPY And QQQ Are Likely Set For A Reversal, since the Second World War, bear markets have been less frequent, with only two since the market crash during the financial crisis, while there have been multiple strong and lasting bull markets. Stock market corrections are instead quite common, with pullbacks of 10% or more in 10 of the past 20 years, but none of them has been disastrous as the market crash in 2008. With the actual market turmoil, memories of the crash in 2008 tend to come back, and we now often read about comparisons of the two situations, with some investors thinking that history will repeat itself, while others believe we are in a different market situation.My approach is strictly pondering indicators that I consider the most important when assessing the situation of the major indexes in the US financial markets, as this is not a macroeconomic analysis and instead focuses on the SP500, it is consciously ignoring other economic indicators that may be relevant under another perspective.The crash in 2008Looking at the weekly chart of the SP500 tracked by the SPDR S&P 500 Trust ETF (NYSEARCA: SPY), we can indeed ascertain some similarities between the actual chart of the SP500 and the situation that led to the crash in 2008. The index has recently seemingly formed a double bottom while testing its EMA200, strong support, that the index hasn’t broken since the crash in 2020, while its relative strength, measured towards the broader small-cap market tracked by the iShares Russell 2000 ETF (IWM), is declining with increasingly negative momentum.Author, using TradingViewLet’s have a look at what was going on in 2008. The S&P 500 was testing its EMA200 in its third attempt, hinting at a triple bottom, a situation that is notoriously likely a recipe for a disaster. The index was suffering major distribution weeks on increasingly high selling pressure while crossing its EMA200. The relative strength was also sharply declining and the momentum was increasingly negative.Author, using TradingViewBased on the chart of the SPY, it was indeed in a similar situation as it is now, but let’s see how it played out for the index in the next few weeks.Author, using TradingViewThe SP500 dropped under its EMA200 and crashed by almost 50%. It took the index 574 days to test the EMA200 again, and 840 days to consistently keep the price level over it, as the index recovered and broke even only 32 months later.Key factors to watchThe Market Breadth is one of my favorite indicators to track the general market’s sentiment and momentum, as it refers to how many stocks are participating in a given move in an index or on a stock exchange. For this purpose, I consider two indicators. The MMFI index shows the percentage of stocks over their 50-day moving average (MAV), while the MMTH reports those over their 200-day MAV at the NYSE.Author, using TradingViewAt the time the SP500 was testing its EMA200 in 2008, the situation was quite different when considering the market breadth both the MMFI and the MMTH were rapidly declining from higher levels, as the stocks in the SP500 were still priced relatively higher than they are today, compared to their moving averages, while recently the stocks have been heavily sold off and are now giving signs of a possible reversal.Author, using TradingViewThe CBOE Volatility Index (VIX) tends to be lower in bull markets and higher in bear markets, often dropping when the broader market rallies and soaring when stocks plunge. In 2008 the VIX was increasing but still significantly lower than in the actual situation, as in the past months the index was hovering between levels of 20 and 30, with sporadic spikes above as nervousness on the markets increased.Author, using TradingViewThe SPDR Bloomberg Barclays High Yield Bond ETF (JNK), which tracks highly liquid, high-yield, US dollar-denominated corporate bonds, is normally dropping with increasing risk-aversion on the markets, as investors tend to sell high-risk corporate debt, causing the price of the bonds to drop as their yield increase. The recent levels are showing a high-risk aversion and are close to the bottom levels recorded during the pandemic market crash. In 2008 instead, the risk appetite was seemingly still very high, as high-yield bonds were still in demand and their price significantly higher.Source: Author, using TradingViewIn 2008 the JNK crashed in the months after the SP500 crossed its EMA200 to the levels we already saw in the pandemic crash and we see again today, underscoring the magnitude of the crash in 2008, but the actual price of the index is also hinting at the extremely high risk aversion we are already experiencing in the last few months.The bottom lineThe S&P 500 has recently suffered its worst week since March 2020, with the index reporting a three-week losing streak and the worst September since 2022, pushing the SPY under its EMA200 which is now being tested as possible resistance. Although the chart of the S&P 500 is hinting at some similarities in the price action, the underlying situation in the markets cannot be considered similar when comparing the pre-crash in 2008 with the situation we have today. Not only are there huge differences in the risk aversion of the market participants, but the components of the S&P 500 were also priced differently at the moment when the index was testing its major support level given by its EMA200.The average bear market extends over 288 days and despite more indicators needing to be observed to conclude in this sense, the likelihood of being already over the worst part of it is increasingly high, as the S&P 500 has been in a bear market for 275 days. Can it become worse? We are definitely in a high-risk environment where multiple exogenous factors such as the international crisis caused by the war in Ukraine which seems to escalate to unprecedented levels of tension, or the high inflation rates recorded in many economies around the world could still negatively affect the markets in the coming months, but the situation cannot be compared to 2008 as the underlying conditions are not the same.Based on those indicators, I am considering a position in the SPY, especially as I already wrote in my former analysis, it seems to be oversold at the moment and the risk aversion may have peaked, but I would keep tight stop-losses to limit the downside, as the risks are still considerably high in this market environment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914277352,"gmtCreate":1665296697676,"gmtModify":1676537584795,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9914277352","repostId":"2273343388","repostType":4,"repost":{"id":"2273343388","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":1665277326,"share":"https://www.laohu8.com/m/news/2273343388?lang=&edition=full","pubTime":"2022-10-09 09:02","market":"us","language":"en","title":"Fed's Inflation Fight Has Some Economists Fearing an Unnecessarily Deep Downturn","url":"https://stock-news.laohu8.com/highlight/detail?id=2273343388","media":"Dow Jones","summary":"Some economists fear the Federal Reserve -- humbled after waiting too long to withdraw its support o","content":"<html><head></head><body><p>Some economists fear the Federal Reserve -- humbled after waiting too long to withdraw its support of a booming economy last year -- is risking another blunder by potentially raising interest rates too much to combat high inflation.</p><p>The Fed has lifted rates by 0.75 percentage point at each of its past three meetings, bringing its benchmark federal-funds rate to a range between 3% and 3.25% last month -- the fastest pace of increases since the 1980s. Officials have indicated they could make a fourth increase of 0.75 point at their Nov. 1-2 meeting and raise the rate above 4.5% early next year.</p><p>Fed Chairman Jerome Powell has said the central bank isn&#39;t trying to cause a recession, but it can&#39;t fail in its effort to bring down inflation. &#34;I wish there was a painless way to do that. There isn&#39;t,&#34; he said last month.</p><p>Still, several analysts worry the Fed is on track to raise rates higher than required, potentially triggering a deeper-than-necessary downturn.</p><p>&#34;They&#39;ve done a tremendous amount of tightening,&#34; said Greg Mankiw, a Harvard University economist who advised President George W. Bush. &#34;Recessions are painful for a lot of people. I think Powell&#39;s right that some pain is probably inevitable...but you don&#39;t want to cause more than is necessary.&#34;</p><p>Until June, officials hadn&#39;t lifted rates by 0.75 point, or 75 basis points, since 1994. Instead, they usually preferred making smaller quarter-point increases that gave them more time to see their economic effects.</p><p>&#34;I would slowly ease the foot off the brake,&#34; Mr. Mankiw said. &#34;That means probably for a given meeting, if they&#39;re debating 50 or 75, go with 50 instead of 75.&#34;</p><p>Former Fed Vice Chairman Donald Kohn agrees it is near time for Fed officials to slow their rate increases. &#34;They need to downshift soon. They need to somehow downshift without backing off,&#34; he said.</p><p>Fed officials left rates near zero last year as they focused on spurring a strong labor market recovery. The war in Ukraine this spring sent commodity prices higher and fueled concerns that inflation might become embedded into wage and price contracts.</p><p>&#34;Moving in these 75-basis-point steps was effective when the Fed had a long way to go. It becomes more problematic when they need to calibrate policy more carefully, and I believe we&#39;re approaching that point,&#34; said Brian Sack, who ran the New York Fed&#39;s markets desk from 2009 to 2012 and is now the director of economics at hedge-fund manager D.E. Shaw.</p><p>Some Fed critics say the current surge in inflation is the result of global disruptions rather than an overheated U.S. labor market, and they are pointing to signs that prices have begun to fall for a swath of goods and services, including commodities, freight shipping, and housing.</p><p>Housing costs have contributed notably to inflation in recent months amid large increases over the past year in residential rents. But housing demand is falling sharply as the 30-year mortgage rate nears 7%, a 16-year high -- a direct result of the Fed&#39;s rate increases. Home prices started to fall this summer in more U.S. markets, and economists at Goldman Sachs expect price drops of between 5% and 10% nationally by the end of next year. Apartment rent increases also have begun to slow.</p><p>Asset prices have also taken a beating,  which tends to reduce spending and investment.  A portfolio invested 60% in stocks and 40% in bonds is down nearly 20% this year.</p><p>&#34;The housing market doesn&#39;t look pretty, and that will eventually spread to the rest of the economy,&#34; said Mr. Mankiw. Lower asset prices will, too, at some point, he said.</p><p>Fed officials are cautious about expecting inflation to fall because it has consistently defied such forecasts over the past year. Some have pointed to risks of additional economic disruptions -- for example, higher energy prices this winter if Russia suspends oil sales.</p><p>The strong U.S. labor market is fueling several officials&#39; concerns by making it easy for workers to switch jobs in pursuit of higher pay, putting upward pressures on wages. That could especially be the case if consumer spending keeps shifting away from goods toward more labor-intensive services.</p><p>Eric Rosengren, who headed the Boston Fed from 2007 until last year, said he sees the Fed&#39;s projected policy path as broadly appropriate. &#34;If anything, I think the risks show they&#39;re going to have to raise rates a bit more than they&#39;re suggesting,&#34; he said. &#34;The U.S. economy, to date, looks more resilient than I might have expected given the rate increases that have already occurred.&#34;</p><p>Traditionally, the Fed set policy based on forecasts of inflation, which lags behind changes in output. But officials now are reacting more to the latest inflation data &#34;because they have absolutely zero confidence in their ability to forecast inflation,&#34; said Nathan Sheets, chief global economist at Citigroup. He said he is concerned the Fed will overdo rate rises but concedes inflation in the service sector is &#34;pretty concerning.&#34;</p><p>One risk is that economic activity slows sharply but filters through to inflation measures with a longer-than-usual delay. Wholesale prices of used cars have been dropping in recent months, for example, but this hasn&#39;t shown up broadly in price indexes yet. Housing prices and residential rents are calculated in a way that is particularly lagged.</p><p>Mr. Sheets said waiting for proof that inflation is declining before slowing rate rises means monetary policy could be &#34;held hostage by something you know with high confidence is going to reverse in the coming months.&#34;</p><p>New York Fed President John Williams said last week he expects falling commodity prices and easing bottlenecks to bring inflation to 3% by the end of next year, leaving it still too far above the Fed&#39;s 2% goal.</p><p>Government policy makers focused heavily last year on avoiding the mistakes they thought were made after the 2008 downturn. Some said it would be easier to bring down inflation that overshot the Fed&#39;s 2% target than to lift inflation from below that level.</p><p>Now, officials have signaled they are willing to err on the side of raising rates too much because they don&#39;t want to repeat the mistakes of the early 1970s, when consumers and businesses began to anticipate high inflation, causing prices to keep rising. The Fed ultimately raised interest rates high enough to trigger a severe recession in the early 1980s to bring down prices and break that psychology.</p><p>&#34;There is a record of failed attempts to get inflation under control, which only raises the ultimate costs to society of getting it under control,&#34; Mr. Powell said last month.</p><p>Fed officials have spent considerable time studying the 1970s &#34;and will avoid making those mistakes,&#34; said Diane Swonk, chief economist at accounting firm KPMG. &#34;But it opens the door to a whole host of new mistakes.&#34;</p><p>Mr. Sack said he sees meaningful risks from both too much and too little tightening. &#34;It&#39;s not a completely one-sided story,&#34; he said. &#34;There are also risks from financial markets reacting in an abrupt way to higher rates, or from the slowdown in activity building on itself and becoming harder to control.&#34;</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 Inflation Fight Has Some Economists Fearing an Unnecessarily Deep Downturn</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 Inflation Fight Has Some Economists Fearing an Unnecessarily Deep Downturn\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-09 09:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some economists fear the Federal Reserve -- humbled after waiting too long to withdraw its support of a booming economy last year -- is risking another blunder by potentially raising interest rates too much to combat high inflation.</p><p>The Fed has lifted rates by 0.75 percentage point at each of its past three meetings, bringing its benchmark federal-funds rate to a range between 3% and 3.25% last month -- the fastest pace of increases since the 1980s. Officials have indicated they could make a fourth increase of 0.75 point at their Nov. 1-2 meeting and raise the rate above 4.5% early next year.</p><p>Fed Chairman Jerome Powell has said the central bank isn&#39;t trying to cause a recession, but it can&#39;t fail in its effort to bring down inflation. &#34;I wish there was a painless way to do that. There isn&#39;t,&#34; he said last month.</p><p>Still, several analysts worry the Fed is on track to raise rates higher than required, potentially triggering a deeper-than-necessary downturn.</p><p>&#34;They&#39;ve done a tremendous amount of tightening,&#34; said Greg Mankiw, a Harvard University economist who advised President George W. Bush. &#34;Recessions are painful for a lot of people. I think Powell&#39;s right that some pain is probably inevitable...but you don&#39;t want to cause more than is necessary.&#34;</p><p>Until June, officials hadn&#39;t lifted rates by 0.75 point, or 75 basis points, since 1994. Instead, they usually preferred making smaller quarter-point increases that gave them more time to see their economic effects.</p><p>&#34;I would slowly ease the foot off the brake,&#34; Mr. Mankiw said. &#34;That means probably for a given meeting, if they&#39;re debating 50 or 75, go with 50 instead of 75.&#34;</p><p>Former Fed Vice Chairman Donald Kohn agrees it is near time for Fed officials to slow their rate increases. &#34;They need to downshift soon. They need to somehow downshift without backing off,&#34; he said.</p><p>Fed officials left rates near zero last year as they focused on spurring a strong labor market recovery. The war in Ukraine this spring sent commodity prices higher and fueled concerns that inflation might become embedded into wage and price contracts.</p><p>&#34;Moving in these 75-basis-point steps was effective when the Fed had a long way to go. It becomes more problematic when they need to calibrate policy more carefully, and I believe we&#39;re approaching that point,&#34; said Brian Sack, who ran the New York Fed&#39;s markets desk from 2009 to 2012 and is now the director of economics at hedge-fund manager D.E. Shaw.</p><p>Some Fed critics say the current surge in inflation is the result of global disruptions rather than an overheated U.S. labor market, and they are pointing to signs that prices have begun to fall for a swath of goods and services, including commodities, freight shipping, and housing.</p><p>Housing costs have contributed notably to inflation in recent months amid large increases over the past year in residential rents. But housing demand is falling sharply as the 30-year mortgage rate nears 7%, a 16-year high -- a direct result of the Fed&#39;s rate increases. Home prices started to fall this summer in more U.S. markets, and economists at Goldman Sachs expect price drops of between 5% and 10% nationally by the end of next year. Apartment rent increases also have begun to slow.</p><p>Asset prices have also taken a beating,  which tends to reduce spending and investment.  A portfolio invested 60% in stocks and 40% in bonds is down nearly 20% this year.</p><p>&#34;The housing market doesn&#39;t look pretty, and that will eventually spread to the rest of the economy,&#34; said Mr. Mankiw. Lower asset prices will, too, at some point, he said.</p><p>Fed officials are cautious about expecting inflation to fall because it has consistently defied such forecasts over the past year. Some have pointed to risks of additional economic disruptions -- for example, higher energy prices this winter if Russia suspends oil sales.</p><p>The strong U.S. labor market is fueling several officials&#39; concerns by making it easy for workers to switch jobs in pursuit of higher pay, putting upward pressures on wages. That could especially be the case if consumer spending keeps shifting away from goods toward more labor-intensive services.</p><p>Eric Rosengren, who headed the Boston Fed from 2007 until last year, said he sees the Fed&#39;s projected policy path as broadly appropriate. &#34;If anything, I think the risks show they&#39;re going to have to raise rates a bit more than they&#39;re suggesting,&#34; he said. &#34;The U.S. economy, to date, looks more resilient than I might have expected given the rate increases that have already occurred.&#34;</p><p>Traditionally, the Fed set policy based on forecasts of inflation, which lags behind changes in output. But officials now are reacting more to the latest inflation data &#34;because they have absolutely zero confidence in their ability to forecast inflation,&#34; said Nathan Sheets, chief global economist at Citigroup. He said he is concerned the Fed will overdo rate rises but concedes inflation in the service sector is &#34;pretty concerning.&#34;</p><p>One risk is that economic activity slows sharply but filters through to inflation measures with a longer-than-usual delay. Wholesale prices of used cars have been dropping in recent months, for example, but this hasn&#39;t shown up broadly in price indexes yet. Housing prices and residential rents are calculated in a way that is particularly lagged.</p><p>Mr. Sheets said waiting for proof that inflation is declining before slowing rate rises means monetary policy could be &#34;held hostage by something you know with high confidence is going to reverse in the coming months.&#34;</p><p>New York Fed President John Williams said last week he expects falling commodity prices and easing bottlenecks to bring inflation to 3% by the end of next year, leaving it still too far above the Fed&#39;s 2% goal.</p><p>Government policy makers focused heavily last year on avoiding the mistakes they thought were made after the 2008 downturn. Some said it would be easier to bring down inflation that overshot the Fed&#39;s 2% target than to lift inflation from below that level.</p><p>Now, officials have signaled they are willing to err on the side of raising rates too much because they don&#39;t want to repeat the mistakes of the early 1970s, when consumers and businesses began to anticipate high inflation, causing prices to keep rising. The Fed ultimately raised interest rates high enough to trigger a severe recession in the early 1980s to bring down prices and break that psychology.</p><p>&#34;There is a record of failed attempts to get inflation under control, which only raises the ultimate costs to society of getting it under control,&#34; Mr. Powell said last month.</p><p>Fed officials have spent considerable time studying the 1970s &#34;and will avoid making those mistakes,&#34; said Diane Swonk, chief economist at accounting firm KPMG. &#34;But it opens the door to a whole host of new mistakes.&#34;</p><p>Mr. Sack said he sees meaningful risks from both too much and too little tightening. &#34;It&#39;s not a completely one-sided story,&#34; he said. &#34;There are also risks from financial markets reacting in an abrupt way to higher rates, or from the slowdown in activity building on itself and becoming harder to control.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273343388","content_text":"Some economists fear the Federal Reserve -- humbled after waiting too long to withdraw its support of a booming economy last year -- is risking another blunder by potentially raising interest rates too much to combat high inflation.The Fed has lifted rates by 0.75 percentage point at each of its past three meetings, bringing its benchmark federal-funds rate to a range between 3% and 3.25% last month -- the fastest pace of increases since the 1980s. Officials have indicated they could make a fourth increase of 0.75 point at their Nov. 1-2 meeting and raise the rate above 4.5% early next year.Fed Chairman Jerome Powell has said the central bank isn't trying to cause a recession, but it can't fail in its effort to bring down inflation. \"I wish there was a painless way to do that. There isn't,\" he said last month.Still, several analysts worry the Fed is on track to raise rates higher than required, potentially triggering a deeper-than-necessary downturn.\"They've done a tremendous amount of tightening,\" said Greg Mankiw, a Harvard University economist who advised President George W. Bush. \"Recessions are painful for a lot of people. I think Powell's right that some pain is probably inevitable...but you don't want to cause more than is necessary.\"Until June, officials hadn't lifted rates by 0.75 point, or 75 basis points, since 1994. Instead, they usually preferred making smaller quarter-point increases that gave them more time to see their economic effects.\"I would slowly ease the foot off the brake,\" Mr. Mankiw said. \"That means probably for a given meeting, if they're debating 50 or 75, go with 50 instead of 75.\"Former Fed Vice Chairman Donald Kohn agrees it is near time for Fed officials to slow their rate increases. \"They need to downshift soon. They need to somehow downshift without backing off,\" he said.Fed officials left rates near zero last year as they focused on spurring a strong labor market recovery. The war in Ukraine this spring sent commodity prices higher and fueled concerns that inflation might become embedded into wage and price contracts.\"Moving in these 75-basis-point steps was effective when the Fed had a long way to go. It becomes more problematic when they need to calibrate policy more carefully, and I believe we're approaching that point,\" said Brian Sack, who ran the New York Fed's markets desk from 2009 to 2012 and is now the director of economics at hedge-fund manager D.E. Shaw.Some Fed critics say the current surge in inflation is the result of global disruptions rather than an overheated U.S. labor market, and they are pointing to signs that prices have begun to fall for a swath of goods and services, including commodities, freight shipping, and housing.Housing costs have contributed notably to inflation in recent months amid large increases over the past year in residential rents. But housing demand is falling sharply as the 30-year mortgage rate nears 7%, a 16-year high -- a direct result of the Fed's rate increases. Home prices started to fall this summer in more U.S. markets, and economists at Goldman Sachs expect price drops of between 5% and 10% nationally by the end of next year. Apartment rent increases also have begun to slow.Asset prices have also taken a beating,  which tends to reduce spending and investment.  A portfolio invested 60% in stocks and 40% in bonds is down nearly 20% this year.\"The housing market doesn't look pretty, and that will eventually spread to the rest of the economy,\" said Mr. Mankiw. Lower asset prices will, too, at some point, he said.Fed officials are cautious about expecting inflation to fall because it has consistently defied such forecasts over the past year. Some have pointed to risks of additional economic disruptions -- for example, higher energy prices this winter if Russia suspends oil sales.The strong U.S. labor market is fueling several officials' concerns by making it easy for workers to switch jobs in pursuit of higher pay, putting upward pressures on wages. That could especially be the case if consumer spending keeps shifting away from goods toward more labor-intensive services.Eric Rosengren, who headed the Boston Fed from 2007 until last year, said he sees the Fed's projected policy path as broadly appropriate. \"If anything, I think the risks show they're going to have to raise rates a bit more than they're suggesting,\" he said. \"The U.S. economy, to date, looks more resilient than I might have expected given the rate increases that have already occurred.\"Traditionally, the Fed set policy based on forecasts of inflation, which lags behind changes in output. But officials now are reacting more to the latest inflation data \"because they have absolutely zero confidence in their ability to forecast inflation,\" said Nathan Sheets, chief global economist at Citigroup. He said he is concerned the Fed will overdo rate rises but concedes inflation in the service sector is \"pretty concerning.\"One risk is that economic activity slows sharply but filters through to inflation measures with a longer-than-usual delay. Wholesale prices of used cars have been dropping in recent months, for example, but this hasn't shown up broadly in price indexes yet. Housing prices and residential rents are calculated in a way that is particularly lagged.Mr. Sheets said waiting for proof that inflation is declining before slowing rate rises means monetary policy could be \"held hostage by something you know with high confidence is going to reverse in the coming months.\"New York Fed President John Williams said last week he expects falling commodity prices and easing bottlenecks to bring inflation to 3% by the end of next year, leaving it still too far above the Fed's 2% goal.Government policy makers focused heavily last year on avoiding the mistakes they thought were made after the 2008 downturn. Some said it would be easier to bring down inflation that overshot the Fed's 2% target than to lift inflation from below that level.Now, officials have signaled they are willing to err on the side of raising rates too much because they don't want to repeat the mistakes of the early 1970s, when consumers and businesses began to anticipate high inflation, causing prices to keep rising. The Fed ultimately raised interest rates high enough to trigger a severe recession in the early 1980s to bring down prices and break that psychology.\"There is a record of failed attempts to get inflation under control, which only raises the ultimate costs to society of getting it under control,\" Mr. Powell said last month.Fed officials have spent considerable time studying the 1970s \"and will avoid making those mistakes,\" said Diane Swonk, chief economist at accounting firm KPMG. \"But it opens the door to a whole host of new mistakes.\"Mr. Sack said he sees meaningful risks from both too much and too little tightening. \"It's not a completely one-sided story,\" he said. \"There are also risks from financial markets reacting in an abrupt way to higher rates, or from the slowdown in activity building on itself and becoming harder to control.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914879160,"gmtCreate":1665250749051,"gmtModify":1676537577932,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9914879160","repostId":"1116161119","repostType":4,"repost":{"id":"1116161119","pubTimestamp":1665185287,"share":"https://www.laohu8.com/m/news/1116161119?lang=&edition=full","pubTime":"2022-10-08 07:28","market":"sg","language":"en","title":"SGX Weekly Review: SATS, Singapore Bank Home Loan Rates and Singapore Retail Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=1116161119","media":"smart investor","summary":"Welcome to this week’s edition of top stock market highlights where we bring you the latest news and","content":"<html><head></head><body><p>Welcome to this week’s edition of top stock market highlights where we bring you the latest news and corporate events.</p><h2><b>Bank home loan rates</b></h2><p>The trio of local banks, namely <b>DBS Group</b>(SGX: D05), <b>United Overseas Bank Ltd</b>(SGX: U11), or UOB, and <b>OCBC Ltd</b>(SGX: O39), have once again raised the rates on their mortgage loan offerings.</p><p>The latest increase is in line withrising interest ratesas the US Federal Reserve hikes its benchmark policy rate to deal withsurging inflation.</p><p>Singapore’s largest bank, DBS, is raising its fixed-rate housing loan interest rate to 3.5% from the earlier 2.75%.</p><p>This new rate now applies to all four of the lender’s packages with tenors of between two to five years.</p><p>Meanwhile, UOB announced that its two-year and three-year fixed-rate home loans bear interest rates of 3.75% and 3.85%, respectively.</p><p>Not to be outdone, OCBC has revised its two-year fixed rate to 3.5%, up from 2.98% just a fortnight ago.</p><p>The bank is also re-launching its one-year fixed rate package at 3.35%.</p><p>With higher rates across the board, homeowners should be prepared to fork out more in interest payments when they refinance their housing loans.</p><h2><b>Singapore retail sales</b></h2><p>Retail sales continued to rise in Singapore in August, continuing the trend seen in July.</p><p>Sales increased 13% year on year in August, slightly lower than the 13.9% year on year chalked up in the previous month.</p><p>The latest increase did fall below the 15.4% that analysts had expected.</p><p>The estimated total retail sales value for August came in at S$3.8 billion, of which online sales took up a 12.5% share.</p><p>Despite the slightly weaker numbers, August’s retail sales still represented a fifth consecutive month of double-digit year on year growth.</p><p>At the same time, elevated core inflation could dampen consumer demand in the months to come.</p><p>Along with higher interest rates, more households may tighten their belts and cut back on spending to service higher mortgage payments.</p><h2><b>SATS Ltd (SGX: S58)</b></h2><p>SATS has seen its share price lose a fifth of its value since it announced theacquisition of Worldwide Flight Servicesfor almost S$1.64 billion.</p><p>Investors were concerned that the ground handler will finance the deal with a potential rights issue to raise the required S$1.7 billion to finance the purchase.</p><p>CEO Kerry Mok has come out to assure investors that the group is looking out for their interests and that a rights issue is one of four funding sources for the mega-deal.</p><p>He also acknowledged that SATS will have to scale down the size of the rights issue as in his own words: “the market does not like rights issues”.</p><p>In its original announcement for the acquisition, SATS had presented a funding plan that will involve the issuance of 609 million new shares at S$2.79 apiece.</p><p>The rights issue price was a steep discount of 28% to the food caterer’s then-closing price of S$3.87.</p><p>Other funding sources put forward include an acquisition bridge facility of €1.2 billion (around S$1.7 billion), internal cash resources, and new strategic investors.</p><p>The group may also tap into a mixture of the four sources to come up with an optimal plan to fund the acquisition.</p><p>Mok reiterated that investors should take a medium to long-term view of this deal as it will bring about tremendous benefits to SATS.</p></body></html>","source":"lsy1602567310727","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>SGX Weekly Review: SATS, Singapore Bank Home Loan Rates and Singapore Retail Sales</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\">\nSGX Weekly Review: SATS, Singapore Bank Home Loan Rates and Singapore Retail Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-08 07:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-sats-elon-musk-twitter-singapore-bank-home-loan-rates-and-singapore-retail-sales/><strong>smart investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to this week’s edition of top stock market highlights where we bring you the latest news and corporate events.Bank home loan ratesThe trio of local banks, namely DBS Group(SGX: D05), United ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-sats-elon-musk-twitter-singapore-bank-home-loan-rates-and-singapore-retail-sales/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数","S58.SI":"新翔集团有限公司"},"source_url":"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-sats-elon-musk-twitter-singapore-bank-home-loan-rates-and-singapore-retail-sales/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116161119","content_text":"Welcome to this week’s edition of top stock market highlights where we bring you the latest news and corporate events.Bank home loan ratesThe trio of local banks, namely DBS Group(SGX: D05), United Overseas Bank Ltd(SGX: U11), or UOB, and OCBC Ltd(SGX: O39), have once again raised the rates on their mortgage loan offerings.The latest increase is in line withrising interest ratesas the US Federal Reserve hikes its benchmark policy rate to deal withsurging inflation.Singapore’s largest bank, DBS, is raising its fixed-rate housing loan interest rate to 3.5% from the earlier 2.75%.This new rate now applies to all four of the lender’s packages with tenors of between two to five years.Meanwhile, UOB announced that its two-year and three-year fixed-rate home loans bear interest rates of 3.75% and 3.85%, respectively.Not to be outdone, OCBC has revised its two-year fixed rate to 3.5%, up from 2.98% just a fortnight ago.The bank is also re-launching its one-year fixed rate package at 3.35%.With higher rates across the board, homeowners should be prepared to fork out more in interest payments when they refinance their housing loans.Singapore retail salesRetail sales continued to rise in Singapore in August, continuing the trend seen in July.Sales increased 13% year on year in August, slightly lower than the 13.9% year on year chalked up in the previous month.The latest increase did fall below the 15.4% that analysts had expected.The estimated total retail sales value for August came in at S$3.8 billion, of which online sales took up a 12.5% share.Despite the slightly weaker numbers, August’s retail sales still represented a fifth consecutive month of double-digit year on year growth.At the same time, elevated core inflation could dampen consumer demand in the months to come.Along with higher interest rates, more households may tighten their belts and cut back on spending to service higher mortgage payments.SATS Ltd (SGX: S58)SATS has seen its share price lose a fifth of its value since it announced theacquisition of Worldwide Flight Servicesfor almost S$1.64 billion.Investors were concerned that the ground handler will finance the deal with a potential rights issue to raise the required S$1.7 billion to finance the purchase.CEO Kerry Mok has come out to assure investors that the group is looking out for their interests and that a rights issue is one of four funding sources for the mega-deal.He also acknowledged that SATS will have to scale down the size of the rights issue as in his own words: “the market does not like rights issues”.In its original announcement for the acquisition, SATS had presented a funding plan that will involve the issuance of 609 million new shares at S$2.79 apiece.The rights issue price was a steep discount of 28% to the food caterer’s then-closing price of S$3.87.Other funding sources put forward include an acquisition bridge facility of €1.2 billion (around S$1.7 billion), internal cash resources, and new strategic investors.The group may also tap into a mixture of the four sources to come up with an optimal plan to fund the acquisition.Mok reiterated that investors should take a medium to long-term view of this deal as it will bring about tremendous benefits to SATS.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914920996,"gmtCreate":1665161525716,"gmtModify":1676537566677,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9914920996","repostId":"2273816362","repostType":4,"repost":{"id":"2273816362","pubTimestamp":1665156353,"share":"https://www.laohu8.com/m/news/2273816362?lang=&edition=full","pubTime":"2022-10-07 23:25","market":"us","language":"en","title":"Is Now the Right Time to Buy Netflix Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2273816362","media":"Motley Fool","summary":"The leading streaming service is up 28% in the past three months.","content":"<html><head></head><body><p>We&#39;re slightly more than nine months into 2022, and <b>Netflix</b> shares are down 62% for the year. For a stock that produced a remarkable return of 6,000% from the start of 2012 through the end of 2021, this is a rude awakening.</p><p>The streaming industry is becoming hyper-competitive, a fact that management can no longer ignore. What&#39;s more, Netflix itself is undergoing a major strategic shift in an effort to spur growth once again. Should investors buy the top streaming stock today? Let&#39;s take a closer look.</p><h2>Recent troubles</h2><p>Netflix has had a rough time in 2022, losing a combined 1.2 million subscribers in the first six months of the year. This is a far cry from the massive customer additions investors have become used to seeing in recent years. And unsurprisingly, revenue growth has dramatically slowed. Sales of $8 billion in the second quarter were up just 8.6% year over year, the slowest pace in at least the last nine years.</p><p>I really think this shift comes down to one key factor: the intense competition for consumers&#39; eyeballs. With a seemingly unlimited number of streaming options on the market, Netflix is no longer the only game in town -- not to mention all of the other entertainment choices people have that don&#39;t involve staring at a screen.</p><p>The company is set to announce Q3 financial results on Tuesday, Oct. 18. Management expects the business to increase revenue by 4.7% year over year, and forecasts 1 million net new subscribers. A strong showing will certainly support a higher stock price.</p><h2>Growth outlook</h2><p>Despite recent headwinds, Netflix&#39;s global opportunity is still massive. There are currently roughly 800 million broadband households worldwide (excluding China, where Netflix isn&#39;t offered), a figure that can be viewed as Netflix&#39;s total addressable market. With 221 million subscribers today, there&#39;s still a large growth opportunity ahead.</p><p>It&#39;s starting to look like Netflix&#39;s most mature markets, the U.S. and Canada, are saturated, as these two countries lost a combined 1.9 million members over the past two quarters. Therefore, international markets will be the key driver when it comes to attracting more customers. The Asia-Pacific region, in particular, is the fastest growing segment for Netflix, adding almost 7 million subscribers over the last four quarters.</p><p>To boost the company&#39;s prospects, management earlier this year announced plans to introduce a cheaper, ad-supported subscription tier. Reed Hastings, Netflix&#39;s co-founder and co-CEO, long rejected this idea because he thought it would damage the brand and consumer experience. But with growth hitting a wall, and heightened competition in the industry, this seems like a no-brainer strategic move.</p><p>The company believes that some 40 million accounts will be signed up for this option by the end of Q3 2023. But undoubtedly, some customers who pay for the ad-free version will move over to the lower-cost option, making it hard to pinpoint the incremental revenue opportunity. Partnering with tech giant <b>Microsoft</b> on this endeavor, Netflix will make its ad-based subscription option available in select markets starting in November.</p><p>It&#39;s also worth mentioning Netflix&#39;s gaming push. While the company wants to bring more games to market in order to raise the value proposition of being a Netflix subscriber, and has purchased multiple studios to help this initiative, gaming hasn&#39;t moved the financial needle just yet.</p><h2>Current valuation</h2><p>After hitting an all-time high closing price of $692 last November, Netflix shares are down 67%. And as a result, the stock is currently trading hands at a price-to-earnings ratio of under 21, which is about as cheap as it has been at any point over the past decade. This simple metric signals an attractive entry price.</p><p>However, looking at Netflix&#39;s earnings might not be the right approach to valuation. This is because the company spends huge amounts of cash on content -- more than $17 billion in 2021 -- rendering accounting profits essentially meaningless. Therefore, the price-to-sales (P/S) multiple might be more appropriate in this situation. Currently, the P/S ratio stands at 3.4, about half the trailing 10-year average. Again, this shows us that Netflix stock is cheap by historical measures.</p><p>It certainly looks like the monster growth that investors have expecting from Netflix over the past decade is coming to an end. But that doesn&#39;t mean it&#39;s time to abandon the stock. In fact, the business, which has long been a cash-burning machine, is on the cusp of generating sustainable positive free cash flow, starting with this year. Add this to an undemanding valuation, and investors should consider buying shares in the streaming pioneer now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now the Right Time to Buy Netflix 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 Now the Right Time to Buy Netflix Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/07/is-now-the-right-time-to-buy-netflix-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We're slightly more than nine months into 2022, and Netflix shares are down 62% for the year. For a stock that produced a remarkable return of 6,000% from the start of 2012 through the end of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/07/is-now-the-right-time-to-buy-netflix-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/10/07/is-now-the-right-time-to-buy-netflix-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273816362","content_text":"We're slightly more than nine months into 2022, and Netflix shares are down 62% for the year. For a stock that produced a remarkable return of 6,000% from the start of 2012 through the end of 2021, this is a rude awakening.The streaming industry is becoming hyper-competitive, a fact that management can no longer ignore. What's more, Netflix itself is undergoing a major strategic shift in an effort to spur growth once again. Should investors buy the top streaming stock today? Let's take a closer look.Recent troublesNetflix has had a rough time in 2022, losing a combined 1.2 million subscribers in the first six months of the year. This is a far cry from the massive customer additions investors have become used to seeing in recent years. And unsurprisingly, revenue growth has dramatically slowed. Sales of $8 billion in the second quarter were up just 8.6% year over year, the slowest pace in at least the last nine years.I really think this shift comes down to one key factor: the intense competition for consumers' eyeballs. With a seemingly unlimited number of streaming options on the market, Netflix is no longer the only game in town -- not to mention all of the other entertainment choices people have that don't involve staring at a screen.The company is set to announce Q3 financial results on Tuesday, Oct. 18. Management expects the business to increase revenue by 4.7% year over year, and forecasts 1 million net new subscribers. A strong showing will certainly support a higher stock price.Growth outlookDespite recent headwinds, Netflix's global opportunity is still massive. There are currently roughly 800 million broadband households worldwide (excluding China, where Netflix isn't offered), a figure that can be viewed as Netflix's total addressable market. With 221 million subscribers today, there's still a large growth opportunity ahead.It's starting to look like Netflix's most mature markets, the U.S. and Canada, are saturated, as these two countries lost a combined 1.9 million members over the past two quarters. Therefore, international markets will be the key driver when it comes to attracting more customers. The Asia-Pacific region, in particular, is the fastest growing segment for Netflix, adding almost 7 million subscribers over the last four quarters.To boost the company's prospects, management earlier this year announced plans to introduce a cheaper, ad-supported subscription tier. Reed Hastings, Netflix's co-founder and co-CEO, long rejected this idea because he thought it would damage the brand and consumer experience. But with growth hitting a wall, and heightened competition in the industry, this seems like a no-brainer strategic move.The company believes that some 40 million accounts will be signed up for this option by the end of Q3 2023. But undoubtedly, some customers who pay for the ad-free version will move over to the lower-cost option, making it hard to pinpoint the incremental revenue opportunity. Partnering with tech giant Microsoft on this endeavor, Netflix will make its ad-based subscription option available in select markets starting in November.It's also worth mentioning Netflix's gaming push. While the company wants to bring more games to market in order to raise the value proposition of being a Netflix subscriber, and has purchased multiple studios to help this initiative, gaming hasn't moved the financial needle just yet.Current valuationAfter hitting an all-time high closing price of $692 last November, Netflix shares are down 67%. And as a result, the stock is currently trading hands at a price-to-earnings ratio of under 21, which is about as cheap as it has been at any point over the past decade. This simple metric signals an attractive entry price.However, looking at Netflix's earnings might not be the right approach to valuation. This is because the company spends huge amounts of cash on content -- more than $17 billion in 2021 -- rendering accounting profits essentially meaningless. Therefore, the price-to-sales (P/S) multiple might be more appropriate in this situation. Currently, the P/S ratio stands at 3.4, about half the trailing 10-year average. Again, this shows us that Netflix stock is cheap by historical measures.It certainly looks like the monster growth that investors have expecting from Netflix over the past decade is coming to an end. But that doesn't mean it's time to abandon the stock. In fact, the business, which has long been a cash-burning machine, is on the cusp of generating sustainable positive free cash flow, starting with this year. Add this to an undemanding valuation, and investors should consider buying shares in the streaming pioneer now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915245582,"gmtCreate":1665059462047,"gmtModify":1676537550662,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9915245582","repostId":"1103503986","repostType":4,"repost":{"id":"1103503986","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":1665057773,"share":"https://www.laohu8.com/m/news/1103503986?lang=&edition=full","pubTime":"2022-10-06 20:02","market":"us","language":"en","title":"Pre-Bell｜U.S. Futures Fall; Tesla and Twitter Underperform; Pinterest Shines","url":"https://stock-news.laohu8.com/highlight/detail?id=1103503986","media":"Tiger Newspress","summary":"U.S. stock index futures fell on Thursday as rising oil prices exacerbated inflation worries, while ","content":"<html><head></head><body><p>U.S. stock index futures fell on Thursday as rising oil prices exacerbated inflation worries, while high-growth stock Tesla fell 1.3% on worries over funding for Elon Musk&#39;s proposed buyout of Twitter.</p><p>Fears of aggressive interest rate hikes by the Federal Reserve have returned to the forefront after a report on Wednesday showed strong U.S. labor demand.</p><p>Rate-sensitive growth stocks fell as the yields on the 10-year Treasury note rose for the second day. Twitter Inc, Nvidia Corp and Microsoft Corp were down between 0.5% to 2% in premarket trading.</p><h2>Market Snapshot</h2><p>At 7:50 a.m. ET, Dow e-minis were down 139 points, or 0.46%, S&amp;P 500 e-minis were down 18.50 points, or 0.49%, and Nasdaq 100 e-minis were down 45.75 points, or 0.39%.</p><p><img src=\"https://static.tigerbbs.com/9910b971fd3119b3e40a8c8062defc04\" tg-width=\"457\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></p><h2>Pre-Market Movers</h2><p><b>Conagra (CAG)</b> – The food producer’s stock added 2% in the premarket after it reported better-than-expected quarterly profit and sales. Conagra also reaffirmed its full-year guidance.</p><p><b>Peloton (PTON)</b> – Peloton rose 3.4% in premarket trading after announcing it would cut another 500 jobs, or about 12% of its remaining workforce following several previous rounds of job cuts. CEO Barry McCarthy told the Wall Street Journal he’s giving the fitness equipment maker another six months or so to turn itself around and if it can’t, Peloton is likely not viable as a standalone company.</p><p><b>McCormick (MKC)</b> – The spice maker reported adjusted quarterly earnings of 69 cents per share, 7 cents below estimates, with revenue essentially in line with forecasts. McCormick said it is now recovering costs through pricing actions after a period which saw its expenses outpace product price increases. McCormick fell 1.1% in the premarket.</p><p><b>Compass (COMP) </b>– Compass shares surged 11.8% in premarket trading, following an Insider report saying Vista Equity Partners is exploring a deal to take the real estate firm private.</p><p><b>Eli Lilly (LLY)</b> – Lilly shares fell 1.5% in the premarket after its diabetes drug tirzepatide received a “Fast Track” designation from the FDA for possible use to treat adults with obesity or overweight with weight-related comorbidities.</p><p><b>Twitter (TWTR)</b> – Twitter remains on watch today amid multiple reports on the effort by Elon Musk and the social media company to finalize an agreement on his $44 billion takeover deal. The Wall Street Journal reported the two sides held unsuccessful talks about a possible price cut for the deal, and Reuters reports that private equity firms Apollo Global and Sixth Street Partners are no longer in talks with Musk to provide financing. Twitter fell 2.1% in premarket action.</p><p><b>Take-Two Interactive (TTWO)</b> – Take-Two Interactive was upgraded to “buy” from “neutral” at Goldman Sachs, which cited improving videogame industry fundamentals. Goldman increased its price target for the videogame producer’s stock to $165 per share from the prior $131. Take-Two gained 2.7% in premarket trading.</p><p><b>Splunk (SPLK) </b>– Splunk was downgraded to “neutral” from “buy” at UBS, which said the data platform provider faces a number of additional headwinds aside from the overall macroeconomic outlook. Splunk slid 3.1% in the premarket.</p><p><b>Shell (SHEL)</b> – Shell slumped 5.4% in premarket trading after saying third quarter earnings will take a hit from significantly lower profits from trading gas. The energy producer also cites higher costs for delivering fuel.</p><p><b>Pinterest (PINS)</b> – Pinterest rallied 4.8% in the premarket after the image-sharing site’s stock was upgraded to “buy” from “neutral” at Goldman Sachs. Goldman expressed confidence in Pinterest’s ability to further monetize its operations and capture more ad dollars.</p><h2>Market News</h2><h3>Musk Is Said to Have Discussed Lowering Offer Price With Twitter</h3><p>Elon Musk’s proposal to revive his $44 billion offer for Twitter Inc. followed earlier discussions about cutting the price that failed to yield an agreement, according to people familiar with the matter.</p><p>Musk’s representatives and Twitter held talks in the past few weeks about a buyout for less than the $54.20 a share, which didn’t go anywhere, said the people, who asked not to be identified because the talks were private.</p><p>The Wall Street Journal and the New York Times earlier reported the discussions, with the Times saying Musk had sought a 30% reduction in the price.</p><h3>Apollo, Sixth Street No Longer in Talks to Finance Twitter Deal</h3><p>Apollo Global Management Inc and Sixth Street Partners, which had been looking to provide financing for Elon Musk&#39;s proposed $44 billion buyout of Twitter Inc, are no longer in talks with the billionaire entrepreneur, said two sources familiar with the matter.</p><p>Apollo had been in talks to provide preferred equity financing for the deal, alongside Sixth Street, sources previously told Reuters. Apollo, Sixth Street and other investors were looking to commit more than $1 billion in financing for the deal at the time.</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>Pre-Bell｜U.S. Futures Fall; Tesla and Twitter Underperform; Pinterest Shines</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\">\nPre-Bell｜U.S. Futures Fall; Tesla and Twitter Underperform; Pinterest Shines\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\">2022-10-06 20:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures fell on Thursday as rising oil prices exacerbated inflation worries, while high-growth stock Tesla fell 1.3% on worries over funding for Elon Musk&#39;s proposed buyout of Twitter.</p><p>Fears of aggressive interest rate hikes by the Federal Reserve have returned to the forefront after a report on Wednesday showed strong U.S. labor demand.</p><p>Rate-sensitive growth stocks fell as the yields on the 10-year Treasury note rose for the second day. Twitter Inc, Nvidia Corp and Microsoft Corp were down between 0.5% to 2% in premarket trading.</p><h2>Market Snapshot</h2><p>At 7:50 a.m. ET, Dow e-minis were down 139 points, or 0.46%, S&amp;P 500 e-minis were down 18.50 points, or 0.49%, and Nasdaq 100 e-minis were down 45.75 points, or 0.39%.</p><p><img src=\"https://static.tigerbbs.com/9910b971fd3119b3e40a8c8062defc04\" tg-width=\"457\" tg-height=\"183\" referrerpolicy=\"no-referrer\"/></p><h2>Pre-Market Movers</h2><p><b>Conagra (CAG)</b> – The food producer’s stock added 2% in the premarket after it reported better-than-expected quarterly profit and sales. Conagra also reaffirmed its full-year guidance.</p><p><b>Peloton (PTON)</b> – Peloton rose 3.4% in premarket trading after announcing it would cut another 500 jobs, or about 12% of its remaining workforce following several previous rounds of job cuts. CEO Barry McCarthy told the Wall Street Journal he’s giving the fitness equipment maker another six months or so to turn itself around and if it can’t, Peloton is likely not viable as a standalone company.</p><p><b>McCormick (MKC)</b> – The spice maker reported adjusted quarterly earnings of 69 cents per share, 7 cents below estimates, with revenue essentially in line with forecasts. McCormick said it is now recovering costs through pricing actions after a period which saw its expenses outpace product price increases. McCormick fell 1.1% in the premarket.</p><p><b>Compass (COMP) </b>– Compass shares surged 11.8% in premarket trading, following an Insider report saying Vista Equity Partners is exploring a deal to take the real estate firm private.</p><p><b>Eli Lilly (LLY)</b> – Lilly shares fell 1.5% in the premarket after its diabetes drug tirzepatide received a “Fast Track” designation from the FDA for possible use to treat adults with obesity or overweight with weight-related comorbidities.</p><p><b>Twitter (TWTR)</b> – Twitter remains on watch today amid multiple reports on the effort by Elon Musk and the social media company to finalize an agreement on his $44 billion takeover deal. The Wall Street Journal reported the two sides held unsuccessful talks about a possible price cut for the deal, and Reuters reports that private equity firms Apollo Global and Sixth Street Partners are no longer in talks with Musk to provide financing. Twitter fell 2.1% in premarket action.</p><p><b>Take-Two Interactive (TTWO)</b> – Take-Two Interactive was upgraded to “buy” from “neutral” at Goldman Sachs, which cited improving videogame industry fundamentals. Goldman increased its price target for the videogame producer’s stock to $165 per share from the prior $131. Take-Two gained 2.7% in premarket trading.</p><p><b>Splunk (SPLK) </b>– Splunk was downgraded to “neutral” from “buy” at UBS, which said the data platform provider faces a number of additional headwinds aside from the overall macroeconomic outlook. Splunk slid 3.1% in the premarket.</p><p><b>Shell (SHEL)</b> – Shell slumped 5.4% in premarket trading after saying third quarter earnings will take a hit from significantly lower profits from trading gas. The energy producer also cites higher costs for delivering fuel.</p><p><b>Pinterest (PINS)</b> – Pinterest rallied 4.8% in the premarket after the image-sharing site’s stock was upgraded to “buy” from “neutral” at Goldman Sachs. Goldman expressed confidence in Pinterest’s ability to further monetize its operations and capture more ad dollars.</p><h2>Market News</h2><h3>Musk Is Said to Have Discussed Lowering Offer Price With Twitter</h3><p>Elon Musk’s proposal to revive his $44 billion offer for Twitter Inc. followed earlier discussions about cutting the price that failed to yield an agreement, according to people familiar with the matter.</p><p>Musk’s representatives and Twitter held talks in the past few weeks about a buyout for less than the $54.20 a share, which didn’t go anywhere, said the people, who asked not to be identified because the talks were private.</p><p>The Wall Street Journal and the New York Times earlier reported the discussions, with the Times saying Musk had sought a 30% reduction in the price.</p><h3>Apollo, Sixth Street No Longer in Talks to Finance Twitter Deal</h3><p>Apollo Global Management Inc and Sixth Street Partners, which had been looking to provide financing for Elon Musk&#39;s proposed $44 billion buyout of Twitter Inc, are no longer in talks with the billionaire entrepreneur, said two sources familiar with the matter.</p><p>Apollo had been in talks to provide preferred equity financing for the deal, alongside Sixth Street, sources previously told Reuters. Apollo, Sixth Street and other investors were looking to commit more than $1 billion in financing for the deal at the time.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHEL":"SHELL PLC SPON ADS EACH REPR 2 ORD SHS","CAG":"康尼格拉","COMP":"Compass, Inc.",".IXIC":"NASDAQ Composite","SPLK":"Splunk Inc","TWTR":"Twitter","LLY":"礼来","PTON":"Peloton Interactive, Inc.",".DJI":"道琼斯","TTWO":"Take-Two Interactive Software","MKC":"味好美",".SPX":"S&P 500 Index","PINS":"Pinterest, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103503986","content_text":"U.S. stock index futures fell on Thursday as rising oil prices exacerbated inflation worries, while high-growth stock Tesla fell 1.3% on worries over funding for Elon Musk's proposed buyout of Twitter.Fears of aggressive interest rate hikes by the Federal Reserve have returned to the forefront after a report on Wednesday showed strong U.S. labor demand.Rate-sensitive growth stocks fell as the yields on the 10-year Treasury note rose for the second day. Twitter Inc, Nvidia Corp and Microsoft Corp were down between 0.5% to 2% in premarket trading.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were down 139 points, or 0.46%, S&P 500 e-minis were down 18.50 points, or 0.49%, and Nasdaq 100 e-minis were down 45.75 points, or 0.39%.Pre-Market MoversConagra (CAG) – The food producer’s stock added 2% in the premarket after it reported better-than-expected quarterly profit and sales. Conagra also reaffirmed its full-year guidance.Peloton (PTON) – Peloton rose 3.4% in premarket trading after announcing it would cut another 500 jobs, or about 12% of its remaining workforce following several previous rounds of job cuts. CEO Barry McCarthy told the Wall Street Journal he’s giving the fitness equipment maker another six months or so to turn itself around and if it can’t, Peloton is likely not viable as a standalone company.McCormick (MKC) – The spice maker reported adjusted quarterly earnings of 69 cents per share, 7 cents below estimates, with revenue essentially in line with forecasts. McCormick said it is now recovering costs through pricing actions after a period which saw its expenses outpace product price increases. McCormick fell 1.1% in the premarket.Compass (COMP) – Compass shares surged 11.8% in premarket trading, following an Insider report saying Vista Equity Partners is exploring a deal to take the real estate firm private.Eli Lilly (LLY) – Lilly shares fell 1.5% in the premarket after its diabetes drug tirzepatide received a “Fast Track” designation from the FDA for possible use to treat adults with obesity or overweight with weight-related comorbidities.Twitter (TWTR) – Twitter remains on watch today amid multiple reports on the effort by Elon Musk and the social media company to finalize an agreement on his $44 billion takeover deal. The Wall Street Journal reported the two sides held unsuccessful talks about a possible price cut for the deal, and Reuters reports that private equity firms Apollo Global and Sixth Street Partners are no longer in talks with Musk to provide financing. Twitter fell 2.1% in premarket action.Take-Two Interactive (TTWO) – Take-Two Interactive was upgraded to “buy” from “neutral” at Goldman Sachs, which cited improving videogame industry fundamentals. Goldman increased its price target for the videogame producer’s stock to $165 per share from the prior $131. Take-Two gained 2.7% in premarket trading.Splunk (SPLK) – Splunk was downgraded to “neutral” from “buy” at UBS, which said the data platform provider faces a number of additional headwinds aside from the overall macroeconomic outlook. Splunk slid 3.1% in the premarket.Shell (SHEL) – Shell slumped 5.4% in premarket trading after saying third quarter earnings will take a hit from significantly lower profits from trading gas. The energy producer also cites higher costs for delivering fuel.Pinterest (PINS) – Pinterest rallied 4.8% in the premarket after the image-sharing site’s stock was upgraded to “buy” from “neutral” at Goldman Sachs. Goldman expressed confidence in Pinterest’s ability to further monetize its operations and capture more ad dollars.Market NewsMusk Is Said to Have Discussed Lowering Offer Price With TwitterElon Musk’s proposal to revive his $44 billion offer for Twitter Inc. followed earlier discussions about cutting the price that failed to yield an agreement, according to people familiar with the matter.Musk’s representatives and Twitter held talks in the past few weeks about a buyout for less than the $54.20 a share, which didn’t go anywhere, said the people, who asked not to be identified because the talks were private.The Wall Street Journal and the New York Times earlier reported the discussions, with the Times saying Musk had sought a 30% reduction in the price.Apollo, Sixth Street No Longer in Talks to Finance Twitter DealApollo Global Management Inc and Sixth Street Partners, which had been looking to provide financing for Elon Musk's proposed $44 billion buyout of Twitter Inc, are no longer in talks with the billionaire entrepreneur, said two sources familiar with the matter.Apollo had been in talks to provide preferred equity financing for the deal, alongside Sixth Street, sources previously told Reuters. Apollo, Sixth Street and other investors were looking to commit more than $1 billion in financing for the deal at the time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915191812,"gmtCreate":1664977793936,"gmtModify":1676537538234,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915191812","repostId":"1151233215","repostType":4,"repost":{"id":"1151233215","pubTimestamp":1664974310,"share":"https://www.laohu8.com/m/news/1151233215?lang=&edition=full","pubTime":"2022-10-05 20:51","market":"us","language":"en","title":"Tesla, NIO, XPeng, Li Auto, And BYD Deliveries: Winners And Losers","url":"https://stock-news.laohu8.com/highlight/detail?id=1151233215","media":"Seeking Alpha","summary":"SummaryEV companies have recently announced their deliveries for September and the third quarter.The","content":"<html><head></head><body><p>Summary</p><ul><li>EV companies have recently announced their deliveries for September and the third quarter.</li><li>There were some surprises, such as Tesla&#39;s estimate miss.</li><li>BYD is growing at an extraordinary pace and has a massive backlog.</li><li>Which companies look good, and which ones look bad based on these recent results?</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cbcd5d8ea6c9b6f93fd38dd1b8499d3\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>adventtr</span></p><p>Article Thesis</p><p>Many of the major auto companies have released their sales (deliveries) numbers for September and their respective third quarters. In this article, we&#39;ll look at how Tesla (TSLA) and its major competitors among the ChineseEV players -- NIO (NIO), XPeng (XPEV), Li Auto (LI), and BYD (OTCPK:BYDDY)(OTCPK:BYDDF) -- have performed during the period and what it means for investors.</p><p>The Market Is Growing Fast, But So Is Competition</p><p>Taking a quick look at the overall electric vehicle market, it is pretty clear that growth remains at a very high level. In China, the world&#39;s biggest EV market, EVs had a market share of more than 30% in August, the highest level on record. In a single month, more than 600,000 new energy vehicles were sold, up more than 100% year over year. The same holds true for the year-to-date number. This includes plug-in hybrids, which are responsible for around one-third of overall NEV sales. But even if we exclude those and focus on BEVs alone, growth has been very strong and the market share of these vehicles in China has risen to a pretty high 20% already. Considering where EVs stood a couple of years ago, that&#39;s a lot of progress.</p><p>That is good news for EV manufacturers such as the ones mentioned above, but it is also pretty clear that competition is growing further and further, as new startups are introducing their first models, while legacy players expand their EV lineups as well. On top of that, there&#39;s also a third type of new competitor: Tech companies that are moving into the automobile space, which includes Apple (AAPL) via its Titan project, but also others such as Foxconn.</p><p>What this means is that even though the market for EVs more than doubled in China in recent months, many EV manufacturers are not generating sales growth in the 100%+ range. Instead, quite a couple of them are struggling to grow at half the market rate, with BYD being a noteworthy outlier.</p><p>Delivery Numbers For September And Q3</p><p>Going with these five EV players in alphabetical order, let&#39;s start with BYD.</p><p>BYD reported sales of 201,000 new energy vehicles for September, representing an increase of more than 180% year over year and close to 20% month-to-month. That&#39;s the highest monthly total for the company ever. For the third quarter, BYD reported 539,000 NEVs being sold, which represents a gigantic 194% increase year over year. Clearly, BYD is growing faster than the overall EV market in China and also on a global scale, even though deliveries are mostly centered on its home market so far. That at least partially explains why many other EVs are struggling to grow at the market rate -- BYD is gaining market share quickly, which means that others must be losing market share.</p><p>Li Auto reported 11,500 deliveries for September, up by a compelling 63% year over year. Of course, that&#39;s just one-third of BYD&#39;s relative growth rate despite a smaller absolute basis, but we&#39;ll see that 60%+ growth is still better than what many of its peers are generating. For the third quarter, Li has delivered 26,500 vehicles, unfortunately only up by 6% year over year. Deliveries for July and August were pretty weak, partially due to lockdowns in place across China.</p><p>NIO reported 10,900 vehicles delivered in September, which represents an increase of just 2% year over year. Overall, NIO delivered 32,000 vehicles in the third quarter, which was a new record high for the company. Year-over-year growth for the whole quarter was not too impressive, however, at 29%, with supply chain issues caused by lockdowns being an important headwind, according to management.</p><p>Tesla does not break out deliveries on a monthly basis but reported its Q3 deliveries a couple of days ago. These numbers got a lot of attention, as Tesla is the most-watched EV company, and since it missed estimates. The company delivered 344,000 vehicles during the third quarter, representing growth of 43% year over year.</p><p>Finally, XPeng reported that its deliveries totaled 8,500 during September, and 29,500 during the third quarter, which was up 15% year over year, missing previous guidance and analyst expectations.</p><p>There are thus very large differences when it comes to the growth these companies were able to deliver during the last couple of months. To me, it looks like BYD is the clear winner: Not only did it by far hit the highest relative growth rate for both September and Q3 overall, almost tripling its sales, but the company has also become the largest NEV company in the world, with its sales volumes roughly 60% higher than those of Tesla. It should be noted that BYD sells PHEVs on top of BEVs, thus Tesla still holds the crown in the BEV segment of the overall EV market. But with BYD&#39;s growth rate being around 4.5x as high as Tesla&#39;s growth rate, it would not be surprising to see BYD overtake Tesla in the BEV space in the near term, on top of holding the EV crown already.</p><p>BYD looks like the clear winner from a sales performance perspective, while the other four don&#39;t look as strong by far. In fact, Li, NIO, Tesla, and XPeng all grew less than the market during the third quarter, meaning all of them have been losing market share. As long as the market continues to grow at a fast pace, market share losses are not necessarily a disaster. But a company that grows its market share in a growth market is of course preferably compared to a company that loses market share in a growth market.</p><p>Tesla delivered the second-best relative growth rate and is also one of the leaders in absolute terms, which is why I&#39;d rate it the second-best performer during the period. The other three smaller Chinese EV players did not deliver an especially convincing performance, delivering year-over-year growth of 6%-29% for the third quarter. Lockdowns in China had a large impact on them, which is why investors can expect that growth rates will improve somewhat going forward. But still, growing a relatively small absolute sales number at a growth rate that is way lower than that of BYD or Tesla is far from a great look.</p><p>What Can Investors Expect From Their Earnings Announcements?</p><p>Sales volume growth does not 100% translate into revenue growth, of course. Different mix between higher-priced and lower-priced models can have an impact, while this also holds true for price increases and rebates that automobile companies offer sometimes. Tesla has notably increased its pricing over the last year, and the product mix has also improved, as its sales of high-end models such as the S and X have risen more than the overall sales number. It&#39;s thus not surprising to see that analysts are expecting revenues for the third quarter to grow more than its deliveries. Right now, analysts are forecasting a 62% revenue gain, which would be pretty strong.</p><p>Likewise, revenue growth at BYD will not be equal to its deliveries growth during the third quarter. BYD is a major battery manufacturer and supplier to other automobile companies, thus selling its own vehicles is not the sole source of revenue for the company. BYD is forecasted to grow its sales by 60% year over year, as growth in its non-auto business will be lower compared to the growth in its auto business. On top of that, the introduction of lower-priced vehicles might have lowered its average sales price compared to a year ago. That being said, BYD&#39;s ultra-fast growth in its vehicles business should push up the company-wide growth rate going forward, which is why revenue growth could accelerate over the next couple of quarters as long as deliveries continue to set new records.</p><p>NIO, XPeng, and Li are forecasted to grow their revenues by 22%, 10%, and 28%, respectively, on a year-over-year basis. This means that the market is anticipating that NIO&#39;s and XPeng&#39;s revenue per vehicle will decline slightly, while Li Auto is forecasted to grow its revenue more than its deliveries. Since the discrepancy is pretty wide in Li&#39;s case, I believe that it is likely that revenue estimates will get adjusted downwards over the next couple of days. After all, deliveries came in below expectations, and some Wall Street firms may not have adjusted their models to incorporate these lower-than-expected deliveries yet. In that case, downside share price risk seems more pronounced for Li compared to the others as it seems more likely that price targets and ratings will get cut.</p><p>The slightly lower revenue growth rate that is forecasted for NIO and XPeng, relative to their respective deliveries, makes sense, as both companies have been expanding their product lineups with lower-priced models. On top of that, they didn&#39;t hike their prices as aggressively as Tesla did, for example.</p><p>Which Of These Could Be A Good Investment?</p><p>Tesla is the most profitable one, while the other four companies are not or only barely profitable. Of course, for a fast-growing company in a growth market, current profits are not necessarily the most important thing. BYD with its excellent growth looks compelling to me. This does especially hold true when we consider that its current order backlog stands at more than 700,000 vehicles, and current wait times are, on average, more than four months. Clearly, demand is very large, even in a very uncertain macro environment. Tesla&#39;s delivery times have declined in the recent past, which suggests that its order backlog is shrinking.</p><p>Looking at the sales multiples of these companies, we see the following:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b30e15674211fd4b3fc00734dc1b6acd\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p><i>Note: No forward sales multiple available on YCharts for BYD, but according to Seeking Alpha&#39;sdata, the sales multiple for the company for the current year is 1.39.</i></p><p>Tesla is, by far, the most expensive among these five companies from a sales multiple perspective. Due to its above-average margins and strong brand, a premium valuation makes sense. It can be argued, however, whether that premium should be as large as it is.</p><p>BYD looks like an attractive value -- not only is it growing ultra-fast, but it also is the cheapest among these five by far. Add its excellent battery technology (that is sold to, among others, Tesla) and the fact that Warren Buffett believes in the company (Berkshire Hathaway (BRK.A)(BRK.B) owns a major stake), and BYD seems like the best pick among these five to me -- from a deliveries in Q3 perspective, but also considering other factors.</p><p><i>This article was written by Jonathan Weber.</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>Tesla, NIO, XPeng, Li Auto, And BYD Deliveries: Winners And Losers</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, NIO, XPeng, Li Auto, And BYD Deliveries: Winners And Losers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 20:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544678-tesla-nio-xpeng-li-auto-byd-deliveries-winners-losers><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEV companies have recently announced their deliveries for September and the third quarter.There were some surprises, such as Tesla's estimate miss.BYD is growing at an extraordinary pace and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4544678-tesla-nio-xpeng-li-auto-byd-deliveries-winners-losers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","BYDDY":"比亚迪ADR","NIO":"蔚来","01211":"比亚迪股份","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4544678-tesla-nio-xpeng-li-auto-byd-deliveries-winners-losers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151233215","content_text":"SummaryEV companies have recently announced their deliveries for September and the third quarter.There were some surprises, such as Tesla's estimate miss.BYD is growing at an extraordinary pace and has a massive backlog.Which companies look good, and which ones look bad based on these recent results?adventtrArticle ThesisMany of the major auto companies have released their sales (deliveries) numbers for September and their respective third quarters. In this article, we'll look at how Tesla (TSLA) and its major competitors among the ChineseEV players -- NIO (NIO), XPeng (XPEV), Li Auto (LI), and BYD (OTCPK:BYDDY)(OTCPK:BYDDF) -- have performed during the period and what it means for investors.The Market Is Growing Fast, But So Is CompetitionTaking a quick look at the overall electric vehicle market, it is pretty clear that growth remains at a very high level. In China, the world's biggest EV market, EVs had a market share of more than 30% in August, the highest level on record. In a single month, more than 600,000 new energy vehicles were sold, up more than 100% year over year. The same holds true for the year-to-date number. This includes plug-in hybrids, which are responsible for around one-third of overall NEV sales. But even if we exclude those and focus on BEVs alone, growth has been very strong and the market share of these vehicles in China has risen to a pretty high 20% already. Considering where EVs stood a couple of years ago, that's a lot of progress.That is good news for EV manufacturers such as the ones mentioned above, but it is also pretty clear that competition is growing further and further, as new startups are introducing their first models, while legacy players expand their EV lineups as well. On top of that, there's also a third type of new competitor: Tech companies that are moving into the automobile space, which includes Apple (AAPL) via its Titan project, but also others such as Foxconn.What this means is that even though the market for EVs more than doubled in China in recent months, many EV manufacturers are not generating sales growth in the 100%+ range. Instead, quite a couple of them are struggling to grow at half the market rate, with BYD being a noteworthy outlier.Delivery Numbers For September And Q3Going with these five EV players in alphabetical order, let's start with BYD.BYD reported sales of 201,000 new energy vehicles for September, representing an increase of more than 180% year over year and close to 20% month-to-month. That's the highest monthly total for the company ever. For the third quarter, BYD reported 539,000 NEVs being sold, which represents a gigantic 194% increase year over year. Clearly, BYD is growing faster than the overall EV market in China and also on a global scale, even though deliveries are mostly centered on its home market so far. That at least partially explains why many other EVs are struggling to grow at the market rate -- BYD is gaining market share quickly, which means that others must be losing market share.Li Auto reported 11,500 deliveries for September, up by a compelling 63% year over year. Of course, that's just one-third of BYD's relative growth rate despite a smaller absolute basis, but we'll see that 60%+ growth is still better than what many of its peers are generating. For the third quarter, Li has delivered 26,500 vehicles, unfortunately only up by 6% year over year. Deliveries for July and August were pretty weak, partially due to lockdowns in place across China.NIO reported 10,900 vehicles delivered in September, which represents an increase of just 2% year over year. Overall, NIO delivered 32,000 vehicles in the third quarter, which was a new record high for the company. Year-over-year growth for the whole quarter was not too impressive, however, at 29%, with supply chain issues caused by lockdowns being an important headwind, according to management.Tesla does not break out deliveries on a monthly basis but reported its Q3 deliveries a couple of days ago. These numbers got a lot of attention, as Tesla is the most-watched EV company, and since it missed estimates. The company delivered 344,000 vehicles during the third quarter, representing growth of 43% year over year.Finally, XPeng reported that its deliveries totaled 8,500 during September, and 29,500 during the third quarter, which was up 15% year over year, missing previous guidance and analyst expectations.There are thus very large differences when it comes to the growth these companies were able to deliver during the last couple of months. To me, it looks like BYD is the clear winner: Not only did it by far hit the highest relative growth rate for both September and Q3 overall, almost tripling its sales, but the company has also become the largest NEV company in the world, with its sales volumes roughly 60% higher than those of Tesla. It should be noted that BYD sells PHEVs on top of BEVs, thus Tesla still holds the crown in the BEV segment of the overall EV market. But with BYD's growth rate being around 4.5x as high as Tesla's growth rate, it would not be surprising to see BYD overtake Tesla in the BEV space in the near term, on top of holding the EV crown already.BYD looks like the clear winner from a sales performance perspective, while the other four don't look as strong by far. In fact, Li, NIO, Tesla, and XPeng all grew less than the market during the third quarter, meaning all of them have been losing market share. As long as the market continues to grow at a fast pace, market share losses are not necessarily a disaster. But a company that grows its market share in a growth market is of course preferably compared to a company that loses market share in a growth market.Tesla delivered the second-best relative growth rate and is also one of the leaders in absolute terms, which is why I'd rate it the second-best performer during the period. The other three smaller Chinese EV players did not deliver an especially convincing performance, delivering year-over-year growth of 6%-29% for the third quarter. Lockdowns in China had a large impact on them, which is why investors can expect that growth rates will improve somewhat going forward. But still, growing a relatively small absolute sales number at a growth rate that is way lower than that of BYD or Tesla is far from a great look.What Can Investors Expect From Their Earnings Announcements?Sales volume growth does not 100% translate into revenue growth, of course. Different mix between higher-priced and lower-priced models can have an impact, while this also holds true for price increases and rebates that automobile companies offer sometimes. Tesla has notably increased its pricing over the last year, and the product mix has also improved, as its sales of high-end models such as the S and X have risen more than the overall sales number. It's thus not surprising to see that analysts are expecting revenues for the third quarter to grow more than its deliveries. Right now, analysts are forecasting a 62% revenue gain, which would be pretty strong.Likewise, revenue growth at BYD will not be equal to its deliveries growth during the third quarter. BYD is a major battery manufacturer and supplier to other automobile companies, thus selling its own vehicles is not the sole source of revenue for the company. BYD is forecasted to grow its sales by 60% year over year, as growth in its non-auto business will be lower compared to the growth in its auto business. On top of that, the introduction of lower-priced vehicles might have lowered its average sales price compared to a year ago. That being said, BYD's ultra-fast growth in its vehicles business should push up the company-wide growth rate going forward, which is why revenue growth could accelerate over the next couple of quarters as long as deliveries continue to set new records.NIO, XPeng, and Li are forecasted to grow their revenues by 22%, 10%, and 28%, respectively, on a year-over-year basis. This means that the market is anticipating that NIO's and XPeng's revenue per vehicle will decline slightly, while Li Auto is forecasted to grow its revenue more than its deliveries. Since the discrepancy is pretty wide in Li's case, I believe that it is likely that revenue estimates will get adjusted downwards over the next couple of days. After all, deliveries came in below expectations, and some Wall Street firms may not have adjusted their models to incorporate these lower-than-expected deliveries yet. In that case, downside share price risk seems more pronounced for Li compared to the others as it seems more likely that price targets and ratings will get cut.The slightly lower revenue growth rate that is forecasted for NIO and XPeng, relative to their respective deliveries, makes sense, as both companies have been expanding their product lineups with lower-priced models. On top of that, they didn't hike their prices as aggressively as Tesla did, for example.Which Of These Could Be A Good Investment?Tesla is the most profitable one, while the other four companies are not or only barely profitable. Of course, for a fast-growing company in a growth market, current profits are not necessarily the most important thing. BYD with its excellent growth looks compelling to me. This does especially hold true when we consider that its current order backlog stands at more than 700,000 vehicles, and current wait times are, on average, more than four months. Clearly, demand is very large, even in a very uncertain macro environment. Tesla's delivery times have declined in the recent past, which suggests that its order backlog is shrinking.Looking at the sales multiples of these companies, we see the following:Data by YChartsNote: No forward sales multiple available on YCharts for BYD, but according to Seeking Alpha'sdata, the sales multiple for the company for the current year is 1.39.Tesla is, by far, the most expensive among these five companies from a sales multiple perspective. Due to its above-average margins and strong brand, a premium valuation makes sense. It can be argued, however, whether that premium should be as large as it is.BYD looks like an attractive value -- not only is it growing ultra-fast, but it also is the cheapest among these five by far. Add its excellent battery technology (that is sold to, among others, Tesla) and the fact that Warren Buffett believes in the company (Berkshire Hathaway (BRK.A)(BRK.B) owns a major stake), and BYD seems like the best pick among these five to me -- from a deliveries in Q3 perspective, but also considering other factors.This article was written by Jonathan Weber.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916333303,"gmtCreate":1664506992402,"gmtModify":1676537468219,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916333303","repostId":"2271725906","repostType":4,"repost":{"id":"2271725906","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":1664506645,"share":"https://www.laohu8.com/m/news/2271725906?lang=&edition=full","pubTime":"2022-09-30 10:57","market":"us","language":"en","title":"Twitter Co-Founder Dorsey Tried to Smooth the Way for Musk, Agrawal, Messages Show","url":"https://stock-news.laohu8.com/highlight/detail?id=2271725906","media":"Dow Jones","summary":"Twitter Inc. co-founder Jack Dorsey tried to facilitate Elon Musk's relationship with Twitter's chie","content":"<html><head></head><body><p>Twitter Inc. co-founder Jack Dorsey tried to facilitate Elon Musk&#39;s relationship with Twitter&#39;s chief executive officer a day after the social-media platform accepted the billionaire&#39;s $44 billion takeover bid, according to text messages made public Thursday.</p><p>The messages, disclosed as part of a lawsuit in Delaware Chancery Court over Mr. Musk&#39;s stalled deal to take the social-media company private, show Mr. Dorsey praising CEO Parag Agrawal ahead of a proposed meeting at the end of April.</p><p>&#34;I want to make sure Parag is doing everything possible to build towards your goals until close&#34; Mr. Dorsey wrote in a message to Mr. Musk dated April 26. &#34;He is really great at getting things done when tasked with specific direction.&#34;</p><p>The text messages also show that Mr. Dorsey tried to get Mr. Musk on the Twitter board before the Tesla Inc. CEO&#39;s acquiring a significant stake in the company earlier this year. In a text exchange from the end of March, Mr. Dorsey wrote to Mr. Musk: &#34;I tried my hardest to get you on our board, and board said no. That&#39;s about the time I decided I needed to work to leave, as hard as it was for me.&#34;</p><p>Mr. Dorsey stepped down as Twitter&#39;s CEO at the end of November and left the board in May.</p><p>The Wall Street Journal previously reported that Mr. Dorsey had been part of a shadow crew that was encouraging Mr. Musk&#39;s takeover of the company behind the scenes. The texts disclosed Thursday provide more details of Mr. Musk and Mr. Dorsey&#39;s thinking about the future of the platform and Mr. Musk&#39;s possible takeover.</p><p>Twitter didn&#39;t immediately respond to a request for comment. Representatives of Mr. Musk and Mr. Dorsey didn&#39;t immediately respond to requests for comment.</p><p>Mr. Dorsey&#39;s efforts to smooth a relationship between Mr. Musk and Mr. Agrawal appear to have been short-lived, according to the texts made public Thursday. Mr. Dorsey, identified in the filing as &#34;jackjack,&#34; offered to set up a phone call between Mr. Musk and Mr. Agrawal &#34;to discuss next steps and get really clear on what&#39;s needed.&#34;</p><p>Mr. Agrawal &#34;would be able to move fast and clear then. Everyone is aligned and this will help even more,&#34; Mr. Dorsey wrote, according to the court documents.</p><p>After the call, Mr. Musk texted Mr. Dorsey: &#34;Parag is just moving far too slowly and trying to please people who will not be happy no matter what he does.&#34;</p><p>Mr. Dorsey responded: &#34;At least it became clear that you can&#39;t work together. That was clarifying.&#34;</p><p>In May, Mr. Musk tweeted that the deal was temporarily on hold amid concerns over the number of fake and spam accounts on the platform. Mr. Agrawal posted his own series of tweets explaining how the company handles spam and bots.</p><p>Mr. Musk responded with multiple tweets, including one that was solely a poop emoji.</p><p>Mr. Dorsey has publicly shared his support for Mr. Musk&#39;s ownership of Twitter. Hours after Mr. Musk&#39;s agreement was announced, he framed it as a liberation from the grip of public ownership and advertising.</p><p>&#34;Twitter as a company has always been my sole issue and my biggest regret. It has been owned by Wall Street and the ad model,&#34; Mr. Dorsey tweeted on April 25. &#34;Taking it back from Wall Street is the correct first step.&#34;</p><p>&#34;Solving for the problem of it being a company however, Elon is the singular solution I trust,&#34; Mr. Dorsey wrote. &#34;I trust his mission to extend the light of consciousness.&#34;</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>Twitter Co-Founder Dorsey Tried to Smooth the Way for Musk, Agrawal, Messages Show</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\">\nTwitter Co-Founder Dorsey Tried to Smooth the Way for Musk, Agrawal, Messages Show\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-30 10:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Twitter Inc. co-founder Jack Dorsey tried to facilitate Elon Musk&#39;s relationship with Twitter&#39;s chief executive officer a day after the social-media platform accepted the billionaire&#39;s $44 billion takeover bid, according to text messages made public Thursday.</p><p>The messages, disclosed as part of a lawsuit in Delaware Chancery Court over Mr. Musk&#39;s stalled deal to take the social-media company private, show Mr. Dorsey praising CEO Parag Agrawal ahead of a proposed meeting at the end of April.</p><p>&#34;I want to make sure Parag is doing everything possible to build towards your goals until close&#34; Mr. Dorsey wrote in a message to Mr. Musk dated April 26. &#34;He is really great at getting things done when tasked with specific direction.&#34;</p><p>The text messages also show that Mr. Dorsey tried to get Mr. Musk on the Twitter board before the Tesla Inc. CEO&#39;s acquiring a significant stake in the company earlier this year. In a text exchange from the end of March, Mr. Dorsey wrote to Mr. Musk: &#34;I tried my hardest to get you on our board, and board said no. That&#39;s about the time I decided I needed to work to leave, as hard as it was for me.&#34;</p><p>Mr. Dorsey stepped down as Twitter&#39;s CEO at the end of November and left the board in May.</p><p>The Wall Street Journal previously reported that Mr. Dorsey had been part of a shadow crew that was encouraging Mr. Musk&#39;s takeover of the company behind the scenes. The texts disclosed Thursday provide more details of Mr. Musk and Mr. Dorsey&#39;s thinking about the future of the platform and Mr. Musk&#39;s possible takeover.</p><p>Twitter didn&#39;t immediately respond to a request for comment. Representatives of Mr. Musk and Mr. Dorsey didn&#39;t immediately respond to requests for comment.</p><p>Mr. Dorsey&#39;s efforts to smooth a relationship between Mr. Musk and Mr. Agrawal appear to have been short-lived, according to the texts made public Thursday. Mr. Dorsey, identified in the filing as &#34;jackjack,&#34; offered to set up a phone call between Mr. Musk and Mr. Agrawal &#34;to discuss next steps and get really clear on what&#39;s needed.&#34;</p><p>Mr. Agrawal &#34;would be able to move fast and clear then. Everyone is aligned and this will help even more,&#34; Mr. Dorsey wrote, according to the court documents.</p><p>After the call, Mr. Musk texted Mr. Dorsey: &#34;Parag is just moving far too slowly and trying to please people who will not be happy no matter what he does.&#34;</p><p>Mr. Dorsey responded: &#34;At least it became clear that you can&#39;t work together. That was clarifying.&#34;</p><p>In May, Mr. Musk tweeted that the deal was temporarily on hold amid concerns over the number of fake and spam accounts on the platform. Mr. Agrawal posted his own series of tweets explaining how the company handles spam and bots.</p><p>Mr. Musk responded with multiple tweets, including one that was solely a poop emoji.</p><p>Mr. Dorsey has publicly shared his support for Mr. Musk&#39;s ownership of Twitter. Hours after Mr. Musk&#39;s agreement was announced, he framed it as a liberation from the grip of public ownership and advertising.</p><p>&#34;Twitter as a company has always been my sole issue and my biggest regret. It has been owned by Wall Street and the ad model,&#34; Mr. Dorsey tweeted on April 25. &#34;Taking it back from Wall Street is the correct first step.&#34;</p><p>&#34;Solving for the problem of it being a company however, Elon is the singular solution I trust,&#34; Mr. Dorsey wrote. &#34;I trust his mission to extend the light of consciousness.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4551":"寇图资本持仓","TWTR":"Twitter","BK4581":"高盛持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","QNETCN":"纳斯达克中美互联网老虎指数","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4516":"特朗普概念","BK4534":"瑞士信贷持仓","00418":"方正控股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4508":"社交媒体","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK1109":"应用软件"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2271725906","content_text":"Twitter Inc. co-founder Jack Dorsey tried to facilitate Elon Musk's relationship with Twitter's chief executive officer a day after the social-media platform accepted the billionaire's $44 billion takeover bid, according to text messages made public Thursday.The messages, disclosed as part of a lawsuit in Delaware Chancery Court over Mr. Musk's stalled deal to take the social-media company private, show Mr. Dorsey praising CEO Parag Agrawal ahead of a proposed meeting at the end of April.\"I want to make sure Parag is doing everything possible to build towards your goals until close\" Mr. Dorsey wrote in a message to Mr. Musk dated April 26. \"He is really great at getting things done when tasked with specific direction.\"The text messages also show that Mr. Dorsey tried to get Mr. Musk on the Twitter board before the Tesla Inc. CEO's acquiring a significant stake in the company earlier this year. In a text exchange from the end of March, Mr. Dorsey wrote to Mr. Musk: \"I tried my hardest to get you on our board, and board said no. That's about the time I decided I needed to work to leave, as hard as it was for me.\"Mr. Dorsey stepped down as Twitter's CEO at the end of November and left the board in May.The Wall Street Journal previously reported that Mr. Dorsey had been part of a shadow crew that was encouraging Mr. Musk's takeover of the company behind the scenes. The texts disclosed Thursday provide more details of Mr. Musk and Mr. Dorsey's thinking about the future of the platform and Mr. Musk's possible takeover.Twitter didn't immediately respond to a request for comment. Representatives of Mr. Musk and Mr. Dorsey didn't immediately respond to requests for comment.Mr. Dorsey's efforts to smooth a relationship between Mr. Musk and Mr. Agrawal appear to have been short-lived, according to the texts made public Thursday. Mr. Dorsey, identified in the filing as \"jackjack,\" offered to set up a phone call between Mr. Musk and Mr. Agrawal \"to discuss next steps and get really clear on what's needed.\"Mr. Agrawal \"would be able to move fast and clear then. Everyone is aligned and this will help even more,\" Mr. Dorsey wrote, according to the court documents.After the call, Mr. Musk texted Mr. Dorsey: \"Parag is just moving far too slowly and trying to please people who will not be happy no matter what he does.\"Mr. Dorsey responded: \"At least it became clear that you can't work together. That was clarifying.\"In May, Mr. Musk tweeted that the deal was temporarily on hold amid concerns over the number of fake and spam accounts on the platform. Mr. Agrawal posted his own series of tweets explaining how the company handles spam and bots.Mr. Musk responded with multiple tweets, including one that was solely a poop emoji.Mr. Dorsey has publicly shared his support for Mr. Musk's ownership of Twitter. Hours after Mr. Musk's agreement was announced, he framed it as a liberation from the grip of public ownership and advertising.\"Twitter as a company has always been my sole issue and my biggest regret. It has been owned by Wall Street and the ad model,\" Mr. Dorsey tweeted on April 25. \"Taking it back from Wall Street is the correct first step.\"\"Solving for the problem of it being a company however, Elon is the singular solution I trust,\" Mr. Dorsey wrote. \"I trust his mission to extend the light of consciousness.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918860162,"gmtCreate":1664359322557,"gmtModify":1676537440137,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9918860162","repostId":"1175227277","repostType":4,"repost":{"id":"1175227277","pubTimestamp":1664358183,"share":"https://www.laohu8.com/m/news/1175227277?lang=&edition=full","pubTime":"2022-09-28 17:43","market":"us","language":"en","title":"Palantir: Flying Higher Than Fair Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1175227277","media":"Seeking Alpha","summary":"SummaryPalantir stock has come down a lot in the tech bear market.Many investors believe that the st","content":"<html><head></head><body><p>Summary</p><ul><li><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> stock has come down a lot in the tech bear market.</li><li>Many investors believe that the stock has become a bargain because it has fallen a lot, but in fact, it&#39;s still very expensive compared to fundamentals.</li><li>Palantir&#39;s business niche is pretty well suited to today&#39;s unstable world, but that doesn&#39;t make it a buy at any price.</li><li>In this article I make the case that PLTR is still expensive based on multiples and discounted cash flows, even though its price in dollars is low.</li><li>I maintain a &#39;hold&#39; rating, though, because the stock could possibly work over an extremely long time horizon.</li></ul><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> stock punches above its weight on the internet. The stock has 190,000 followers on its Seeking Alpha stock page, more than triple what the much larger Royal Bank of Canada (RY) has. For a more apples to apples comparison, contrast Palantir with Adobe (ADBE), which yields similar but less extreme results. Adobe, which has 8.8 times Palantir&#39;s market cap, has about 60,000 fewer followers.</p><p>The point is, Palantir has a devoted following. It has never been the biggest tech company, but it has some of the most dedicated fans. On any given day on Twitter (TWTR), you can find die-hards talking about the company&#39;s AI capabilities, industry use cases, and tendency to benefit in bad times.</p><p>Some of the points that Palantir fans make are valid. The company does, in fact, seem to benefit from tough times, as it is a military contractor. Additionally, it seems to be respected in AI, as it was invited to collaborate on Forrester&#39;s &#34;The Forrester Wave™: AI/ML Platforms&#34; report.</p><p>So Palantir bulls have some definite points when it comes to the company&#39;s capabilities. However, their takes have always struck me as overlooking business fundamentals. It seems that many people who hold PLTR are so enamored with the &#34;idea&#34; of the company that they ignore its business performance and valuation.</p><p>Of the two factors I just mentioned (performance and valuation), PLTR gives a mixed showing. Palantir is still growing the top line at 26%, which is impressive because a lot of big tech companies lost their previously fast growth with this year&#39;s economic slowdown. The company also has positive free cash flow, offset by dilution. So, Palantir has no shortage of factors going in its favor.</p><p>However, when we take a look at its valuation, it becomes clear that PLTR is exposed to some risk. Even after falling 72%, the stock still trades at 8.7 times sales while being unprofitable. This is definitely not a clear cut buy. On the other hand, Palantir is one of the few tech companies still putting out 2021-style growth numbers in 2022, so it deserves a richer valuation than most of its peers. Taking all of these factors together, the stock looks like a &#39;hold,&#39; as it may be suitable for some especially risk tolerant investors (provided they&#39;re willing to accept short term losses before seeing a recovery much later), but not others.</p><h3>Palantir: the Positives</h3><p>Before getting into why I still consider Palantir very expensive after its 72% year-to-date selloff, I should mention what the stock has going for it. PLTR is no bubble stock; it is an FCF-positive company that could be GAAP profitable if the company&#39;s executives really wanted it to be. So, the positives deserve a mention here.</p><p>First, the company is still growing pretty fast, which is worth mentioning because a lot of tech stocks lost their ultra-high growth streaks this year. For example:</p><ul><li><a href=\"https://laohu8.com/S/AAPL\">Apple</a> delivered only 2% revenue growth in its most recent quarter.</li><li><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> delivered negative revenue growth.</li><li><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>(GOOGL) delivered positive revenue growth butnegative earnings growth</li></ul><p>By contrast, Palantir delivered 26% top-line growth and 71% growth in operating income. So, Palantir seems to be growing faster than other tech companies amid the 2022 tech slump.</p><p>A second thing Palantir has going for it is revenue stability. Palantir is a business-to-business (B2B) software company with long term contracts, it doesn&#39;t have to hustle people to buy its latest consumer gadget every year. According to its 2021 investor presentation, Palantir has a weighted average contract duration of 3.5 years. This means that investors don&#39;t have to worry about the company&#39;s sales abruptly crashing as happened with Meta last quarter.</p><p>Finally, Palantir is embedded within some of America&#39;s most stable and foundational institutions. Its single biggest client is the U.S. government, and within the government, defense is the largest department it does business with. The DoD is the single biggest use of government funds, and it&#39;s the definition of an essential service. So, Palantir&#39;s bread and butter isn&#39;t going anywhere.</p><h3>First Issue: Dilution</h3><p>Having established some positives about Palantir, it&#39;s time to get into our first negative:</p><h3>Equity dilution</h3><p>Palantir is constantly issuing new shares to employees and diluting existing shareholders&#39; ownership in the process. For example, Palantir had 2.05 billion weighted average shares outstanding in its most recent quarter, it had 1.894 billion in the prior year quarter. So, the number of shares increased 8.4%.</p><p>Dilution is a problem because it offsets growth and makes each shareholder&#39;s ownership percentage less. Let&#39;s say we had a company with $1,000 in earnings and 1,000 shares. That company would have $1 in earnings per share (&#34;EPS&#34;). Now, if earnings grew to $1,200, then it would have a 20% growth rate. However, if the number of shares increased to 1,084, the 20% growth would be reduced to 10.7% on a per share basis, because 1,200 divided by 1,084 is only 1.107. Had the number of shares stayed constant at 1,000, then shareholders would have enjoyed the full 20% growth in earnings.</p><p>Palantir executives have been saying in recent earnings calls that they intend to get the rate of dilution down. In fact, they have done so: the 8.4% dilution in the most recent quarter was way down from the 100% dilution observed over Palantir&#39;s first year as a public company. Still, there is quite a bit of dilution going on, and it&#39;s harming growth on a per share basis.</p><h3>Valuation</h3><p>The second negative with Palantir is the fact that it&#39;s still a very expensive stock. When an asset you like goes down in price, it&#39;s natural to start thinking about buying the dip, and Palantir is indeed a better buy now than it was at, say, $30. However, it&#39;s still basically an expensive asset compared to the underlying fundamentals. According to Seeking Alpha Quant, PLTR trades at:</p><ul><li>151 times earnings.</li><li>8.7 times sales.</li><li>6.6 times book value.</li><li>53 times operating cash flow</li></ul><p>These are all very high multiples. For comparison, the S&amp;P 500&#39;s P/E ratio is currently 18.43, and the long term average is 15. Palantir is far more expensive than the average stock. Of course, it&#39;s also growing faster than the average stock, but with all the dilution that&#39;s been happening, the growth per share is less than it looks.</p><p>I&#39;ve done a number of discounted cash flow (&#34;DCF&#34;) valuations on Palantir in past articles. These kinds of models are very sensitive to inputs; I&#39;ve gotten fair value estimates ranging from $5 to $14 depending on the discount rate used. Unfortunately, Palantir&#39;s performance has deteriorated a bit since I last wrote about it. EPS swung from a positive figure to a negative one, and six-month operating cash flow got cut by nearly a half. Based on the previous quarter, I wouldn&#39;t expect positive growth in earnings or cash flows any time soon. I&#39;m not going to build a DCF model that assumes negative earnings growth indefinitely, as we&#39;re in a recession that, if it&#39;s like most recessions, won&#39;t last forever. However, I can&#39;t come up with a plausible reason to think that earnings will grow perpetually either, so for now I will just say that past DCF models I ran on Palantir yielded fair value estimates as low as $5. This stock will really need interest rates to fall dramatically in order for it to become buyable.</p><h3>The Bottom Line</h3><p>The bottom line on Palantir is that you really need a lot of risk tolerance, a passion for the company, and an extraordinarily long time horizon in order to justify owning it. The current rising interest rate environment just doesn&#39;t incentivize buying assets this expensive. If, at some point in the future, the Federal Reserve starts cutting rates again, PLTR may be worth it for some investors outside of its core fan base. For now, though, it has to be said: this stock is not well suited to anyone but the most ardent believer.</p><p>That&#39;s not to say that the Palantir bulls are wrong. Their points about the company&#39;s &#34;sophisticated&#34; capabilities strike me as being fairly compelling. However, most of these points can&#39;t be captured mathematically and entered into a valuation model. Does Palantir have great AI capabilities? Does it have an ultra-dependable client base? Does it provide services that become more important in times of geopolitical instability? The answer to all these questions is &#34;yes.&#34; The soft factors that Palantir bulls like to point out are indeed real, but they&#39;re not quantifiable. On the other hand, the things about the company that are quantifiable - like the dilution and negative GAAP earnings - don&#39;t look so hot.</p><p>So, Palantir gets a &#34;hold&#34; from me. The soft factors that bulls point to could eventually work in their favor, so I&#39;m not going to say that they&#39;re wrong. If you are very emotionally attached to PLTR and you think that its U.S. military relationships will someday rain gold on shareholders, you have a non-zero chance of being right. But if you&#39;re somebody who doesn&#39;t really care about any of this and is just looking to invest some capital that&#39;s currently held in cash, you might want to look elsewhere. PLTR, the stock, is not really worth it unless you are already deeply committed to the idea of Palantir, the company.</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>Palantir: Flying Higher Than Fair Value</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Flying Higher Than Fair Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-28 17:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543533-palantir-flying-higher-than-fair-value><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir stock has come down a lot in the tech bear market.Many investors believe that the stock has become a bargain because it has fallen a lot, but in fact, it's still very expensive ...</p>\n\n<a href=\"https://seekingalpha.com/article/4543533-palantir-flying-higher-than-fair-value\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4543533-palantir-flying-higher-than-fair-value","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175227277","content_text":"SummaryPalantir stock has come down a lot in the tech bear market.Many investors believe that the stock has become a bargain because it has fallen a lot, but in fact, it's still very expensive compared to fundamentals.Palantir's business niche is pretty well suited to today's unstable world, but that doesn't make it a buy at any price.In this article I make the case that PLTR is still expensive based on multiples and discounted cash flows, even though its price in dollars is low.I maintain a 'hold' rating, though, because the stock could possibly work over an extremely long time horizon.Palantir stock punches above its weight on the internet. The stock has 190,000 followers on its Seeking Alpha stock page, more than triple what the much larger Royal Bank of Canada (RY) has. For a more apples to apples comparison, contrast Palantir with Adobe (ADBE), which yields similar but less extreme results. Adobe, which has 8.8 times Palantir's market cap, has about 60,000 fewer followers.The point is, Palantir has a devoted following. It has never been the biggest tech company, but it has some of the most dedicated fans. On any given day on Twitter (TWTR), you can find die-hards talking about the company's AI capabilities, industry use cases, and tendency to benefit in bad times.Some of the points that Palantir fans make are valid. The company does, in fact, seem to benefit from tough times, as it is a military contractor. Additionally, it seems to be respected in AI, as it was invited to collaborate on Forrester's \"The Forrester Wave™: AI/ML Platforms\" report.So Palantir bulls have some definite points when it comes to the company's capabilities. However, their takes have always struck me as overlooking business fundamentals. It seems that many people who hold PLTR are so enamored with the \"idea\" of the company that they ignore its business performance and valuation.Of the two factors I just mentioned (performance and valuation), PLTR gives a mixed showing. Palantir is still growing the top line at 26%, which is impressive because a lot of big tech companies lost their previously fast growth with this year's economic slowdown. The company also has positive free cash flow, offset by dilution. So, Palantir has no shortage of factors going in its favor.However, when we take a look at its valuation, it becomes clear that PLTR is exposed to some risk. Even after falling 72%, the stock still trades at 8.7 times sales while being unprofitable. This is definitely not a clear cut buy. On the other hand, Palantir is one of the few tech companies still putting out 2021-style growth numbers in 2022, so it deserves a richer valuation than most of its peers. Taking all of these factors together, the stock looks like a 'hold,' as it may be suitable for some especially risk tolerant investors (provided they're willing to accept short term losses before seeing a recovery much later), but not others.Palantir: the PositivesBefore getting into why I still consider Palantir very expensive after its 72% year-to-date selloff, I should mention what the stock has going for it. PLTR is no bubble stock; it is an FCF-positive company that could be GAAP profitable if the company's executives really wanted it to be. So, the positives deserve a mention here.First, the company is still growing pretty fast, which is worth mentioning because a lot of tech stocks lost their ultra-high growth streaks this year. For example:Apple delivered only 2% revenue growth in its most recent quarter.Meta Platforms delivered negative revenue growth.Alphabet(GOOGL) delivered positive revenue growth butnegative earnings growthBy contrast, Palantir delivered 26% top-line growth and 71% growth in operating income. So, Palantir seems to be growing faster than other tech companies amid the 2022 tech slump.A second thing Palantir has going for it is revenue stability. Palantir is a business-to-business (B2B) software company with long term contracts, it doesn't have to hustle people to buy its latest consumer gadget every year. According to its 2021 investor presentation, Palantir has a weighted average contract duration of 3.5 years. This means that investors don't have to worry about the company's sales abruptly crashing as happened with Meta last quarter.Finally, Palantir is embedded within some of America's most stable and foundational institutions. Its single biggest client is the U.S. government, and within the government, defense is the largest department it does business with. The DoD is the single biggest use of government funds, and it's the definition of an essential service. So, Palantir's bread and butter isn't going anywhere.First Issue: DilutionHaving established some positives about Palantir, it's time to get into our first negative:Equity dilutionPalantir is constantly issuing new shares to employees and diluting existing shareholders' ownership in the process. For example, Palantir had 2.05 billion weighted average shares outstanding in its most recent quarter, it had 1.894 billion in the prior year quarter. So, the number of shares increased 8.4%.Dilution is a problem because it offsets growth and makes each shareholder's ownership percentage less. Let's say we had a company with $1,000 in earnings and 1,000 shares. That company would have $1 in earnings per share (\"EPS\"). Now, if earnings grew to $1,200, then it would have a 20% growth rate. However, if the number of shares increased to 1,084, the 20% growth would be reduced to 10.7% on a per share basis, because 1,200 divided by 1,084 is only 1.107. Had the number of shares stayed constant at 1,000, then shareholders would have enjoyed the full 20% growth in earnings.Palantir executives have been saying in recent earnings calls that they intend to get the rate of dilution down. In fact, they have done so: the 8.4% dilution in the most recent quarter was way down from the 100% dilution observed over Palantir's first year as a public company. Still, there is quite a bit of dilution going on, and it's harming growth on a per share basis.ValuationThe second negative with Palantir is the fact that it's still a very expensive stock. When an asset you like goes down in price, it's natural to start thinking about buying the dip, and Palantir is indeed a better buy now than it was at, say, $30. However, it's still basically an expensive asset compared to the underlying fundamentals. According to Seeking Alpha Quant, PLTR trades at:151 times earnings.8.7 times sales.6.6 times book value.53 times operating cash flowThese are all very high multiples. For comparison, the S&P 500's P/E ratio is currently 18.43, and the long term average is 15. Palantir is far more expensive than the average stock. Of course, it's also growing faster than the average stock, but with all the dilution that's been happening, the growth per share is less than it looks.I've done a number of discounted cash flow (\"DCF\") valuations on Palantir in past articles. These kinds of models are very sensitive to inputs; I've gotten fair value estimates ranging from $5 to $14 depending on the discount rate used. Unfortunately, Palantir's performance has deteriorated a bit since I last wrote about it. EPS swung from a positive figure to a negative one, and six-month operating cash flow got cut by nearly a half. Based on the previous quarter, I wouldn't expect positive growth in earnings or cash flows any time soon. I'm not going to build a DCF model that assumes negative earnings growth indefinitely, as we're in a recession that, if it's like most recessions, won't last forever. However, I can't come up with a plausible reason to think that earnings will grow perpetually either, so for now I will just say that past DCF models I ran on Palantir yielded fair value estimates as low as $5. This stock will really need interest rates to fall dramatically in order for it to become buyable.The Bottom LineThe bottom line on Palantir is that you really need a lot of risk tolerance, a passion for the company, and an extraordinarily long time horizon in order to justify owning it. The current rising interest rate environment just doesn't incentivize buying assets this expensive. If, at some point in the future, the Federal Reserve starts cutting rates again, PLTR may be worth it for some investors outside of its core fan base. For now, though, it has to be said: this stock is not well suited to anyone but the most ardent believer.That's not to say that the Palantir bulls are wrong. Their points about the company's \"sophisticated\" capabilities strike me as being fairly compelling. However, most of these points can't be captured mathematically and entered into a valuation model. Does Palantir have great AI capabilities? Does it have an ultra-dependable client base? Does it provide services that become more important in times of geopolitical instability? The answer to all these questions is \"yes.\" The soft factors that Palantir bulls like to point out are indeed real, but they're not quantifiable. On the other hand, the things about the company that are quantifiable - like the dilution and negative GAAP earnings - don't look so hot.So, Palantir gets a \"hold\" from me. The soft factors that bulls point to could eventually work in their favor, so I'm not going to say that they're wrong. If you are very emotionally attached to PLTR and you think that its U.S. military relationships will someday rain gold on shareholders, you have a non-zero chance of being right. But if you're somebody who doesn't really care about any of this and is just looking to invest some capital that's currently held in cash, you might want to look elsewhere. PLTR, the stock, is not really worth it unless you are already deeply committed to the idea of Palantir, the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918027006,"gmtCreate":1664288452006,"gmtModify":1676537426252,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9918027006","repostId":"2270243714","repostType":4,"repost":{"id":"2270243714","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":1664288235,"share":"https://www.laohu8.com/m/news/2270243714?lang=&edition=full","pubTime":"2022-09-27 22:17","market":"us","language":"en","title":"Vaccine Stocks Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=2270243714","media":"Tiger Newspress","summary":"Vaccine Stocks Gained in Morning Trading.Novavax stock rebounded nearly 12% after Covid-19 vaccines ","content":"<html><head></head><body><p>Vaccine Stocks Gained in Morning Trading.</p><p>Novavax stock rebounded nearly 12% after Covid-19 vaccines launch in U.K.<img src=\"https://static.tigerbbs.com/eb060fde13305152a8ff6e7855411bff\" tg-width=\"481\" tg-height=\"530\" width=\"100%\" height=\"auto\"/></p><p>The Novavax vaccine is a protein-based vaccine administered as two shots given three weeks apart.</p><p>&#34;With U.K. data showing that people infected with both Covid-19 and the flu are more than five times as likely to die compared with someone with no infection, it is more important than ever to consider any vaccine offered to you by the National Health Service,&#34; Novavax CEO Stanley Erck said in the news release.</p><p>&#34;We continue to believe in the importance of a diversified national vaccine portfolio to reduce winter pressures on the health service,&#34; Erck added.</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>Vaccine Stocks Gained in Morning Trading</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\">\nVaccine Stocks Gained in Morning Trading\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\">2022-09-27 22:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Vaccine Stocks Gained in Morning Trading.</p><p>Novavax stock rebounded nearly 12% after Covid-19 vaccines launch in U.K.<img src=\"https://static.tigerbbs.com/eb060fde13305152a8ff6e7855411bff\" tg-width=\"481\" tg-height=\"530\" width=\"100%\" height=\"auto\"/></p><p>The Novavax vaccine is a protein-based vaccine administered as two shots given three weeks apart.</p><p>&#34;With U.K. data showing that people infected with both Covid-19 and the flu are more than five times as likely to die compared with someone with no infection, it is more important than ever to consider any vaccine offered to you by the National Health Service,&#34; Novavax CEO Stanley Erck said in the news release.</p><p>&#34;We continue to believe in the importance of a diversified national vaccine portfolio to reduce winter pressures on the health service,&#34; Erck added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4139":"生物科技","BK4548":"巴美列捷福持仓","BK4568":"美国抗疫概念","BK4551":"寇图资本持仓","NVAX":"诺瓦瓦克斯医药","BK4535":"淡马锡持仓","BNTX":"BioNTech SE"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270243714","content_text":"Vaccine Stocks Gained in Morning Trading.Novavax stock rebounded nearly 12% after Covid-19 vaccines launch in U.K.The Novavax vaccine is a protein-based vaccine administered as two shots given three weeks apart.\"With U.K. data showing that people infected with both Covid-19 and the flu are more than five times as likely to die compared with someone with no infection, it is more important than ever to consider any vaccine offered to you by the National Health Service,\" Novavax CEO Stanley Erck said in the news release.\"We continue to believe in the importance of a diversified national vaccine portfolio to reduce winter pressures on the health service,\" Erck added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911921821,"gmtCreate":1664119588963,"gmtModify":1676537392938,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9911921821","repostId":"2270440281","repostType":4,"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919520089,"gmtCreate":1663823496141,"gmtModify":1676537344405,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919520089","repostId":"1102826217","repostType":4,"repost":{"id":"1102826217","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":1663823258,"share":"https://www.laohu8.com/m/news/1102826217?lang=&edition=full","pubTime":"2022-09-22 13:07","market":"us","language":"en","title":"Credit Suisse Considers Splitting Investment Bank in Three - FT","url":"https://stock-news.laohu8.com/highlight/detail?id=1102826217","media":"Reuters","summary":"Sept 22 (Reuters) - Credit Suisse Group AG has drawn up plans to split its investment bank in three,","content":"<html><head></head><body><p>Sept 22 (Reuters) - Credit Suisse Group AG has drawn up plans to split its investment bank in three, the Financial Times reported on Thursday, as the Swiss lender attempts to emerge from three years of relentless scandals.</p><p>Under proposals to the board, the bank is looking to sell profitable units such as its securitised products business to prevent a damaging capital raise, the report said, citing people familiar with the plans.</p><p>Credit Suisse did not respond to a Reuters request for comment.</p><p>The proposals could see the investment bank split into three parts: the group&#39;s advisory business, which might be spun off at some later point; a &#34;bad bank&#34; to hold high-risk assets that will be wound down; and the rest of the business.</p><p>&#34;We have said we will update on progress on our comprehensive strategy review when we announce our third-quarter earnings,&#34; the newspaper report quoted Credit Suisse as saying. &#34;It would be premature to comment on any potential outcomes before then.&#34;</p><p>Chair Axel Lehmann had appointed Ulrich Körner as chief executive officer in the summer with a brief to carry out a radical shake-up of the bank, which has been hit by a corporate spying scandal, investment fund closures, a record trading loss and a litany of lawsuits in recent years, the report said.</p><p>Reuters reported earlier this month that Credit Suisse, Switzerland&#39;s second-biggest bank, was also looking to cut around 5,000 jobs, about one position in 10, as part of a cost-reduction drive.</p><p>In May, Reuters said the bank was in early stages of weighing options to bolster its capital after a string of losses had eroded its financial buffers.</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>Credit Suisse Considers Splitting Investment Bank in Three - FT</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\">\nCredit Suisse Considers Splitting Investment Bank in Three - FT\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\">2022-09-22 13:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sept 22 (Reuters) - Credit Suisse Group AG has drawn up plans to split its investment bank in three, the Financial Times reported on Thursday, as the Swiss lender attempts to emerge from three years of relentless scandals.</p><p>Under proposals to the board, the bank is looking to sell profitable units such as its securitised products business to prevent a damaging capital raise, the report said, citing people familiar with the plans.</p><p>Credit Suisse did not respond to a Reuters request for comment.</p><p>The proposals could see the investment bank split into three parts: the group&#39;s advisory business, which might be spun off at some later point; a &#34;bad bank&#34; to hold high-risk assets that will be wound down; and the rest of the business.</p><p>&#34;We have said we will update on progress on our comprehensive strategy review when we announce our third-quarter earnings,&#34; the newspaper report quoted Credit Suisse as saying. &#34;It would be premature to comment on any potential outcomes before then.&#34;</p><p>Chair Axel Lehmann had appointed Ulrich Körner as chief executive officer in the summer with a brief to carry out a radical shake-up of the bank, which has been hit by a corporate spying scandal, investment fund closures, a record trading loss and a litany of lawsuits in recent years, the report said.</p><p>Reuters reported earlier this month that Credit Suisse, Switzerland&#39;s second-biggest bank, was also looking to cut around 5,000 jobs, about one position in 10, as part of a cost-reduction drive.</p><p>In May, Reuters said the bank was in early stages of weighing options to bolster its capital after a string of losses had eroded its financial buffers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102826217","content_text":"Sept 22 (Reuters) - Credit Suisse Group AG has drawn up plans to split its investment bank in three, the Financial Times reported on Thursday, as the Swiss lender attempts to emerge from three years of relentless scandals.Under proposals to the board, the bank is looking to sell profitable units such as its securitised products business to prevent a damaging capital raise, the report said, citing people familiar with the plans.Credit Suisse did not respond to a Reuters request for comment.The proposals could see the investment bank split into three parts: the group's advisory business, which might be spun off at some later point; a \"bad bank\" to hold high-risk assets that will be wound down; and the rest of the business.\"We have said we will update on progress on our comprehensive strategy review when we announce our third-quarter earnings,\" the newspaper report quoted Credit Suisse as saying. \"It would be premature to comment on any potential outcomes before then.\"Chair Axel Lehmann had appointed Ulrich Körner as chief executive officer in the summer with a brief to carry out a radical shake-up of the bank, which has been hit by a corporate spying scandal, investment fund closures, a record trading loss and a litany of lawsuits in recent years, the report said.Reuters reported earlier this month that Credit Suisse, Switzerland's second-biggest bank, was also looking to cut around 5,000 jobs, about one position in 10, as part of a cost-reduction drive.In May, Reuters said the bank was in early stages of weighing options to bolster its capital after a string of losses had eroded its financial buffers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919181172,"gmtCreate":1663752556196,"gmtModify":1676537329525,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9919181172","repostId":"2269132097","repostType":4,"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9085038460,"gmtCreate":1650615380300,"gmtModify":1676534764301,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085038460","repostId":"2229902607","repostType":4,"repost":{"id":"2229902607","pubTimestamp":1650641417,"share":"https://www.laohu8.com/m/news/2229902607?lang=&edition=full","pubTime":"2022-04-22 23:30","market":"us","language":"en","title":"2 Unstoppable Stocks That Could Turn $200,000 Into $1 Million by 2032","url":"https://stock-news.laohu8.com/highlight/detail?id=2229902607","media":"Motley Fool","summary":"Short-term stock market jitters are a great opportunity to pick up high-growth stocks like these at a discount.","content":"<html><head></head><body><p>If there&#39;s <a href=\"https://laohu8.com/S/AONE.U\">one</a> lesson to be learned from the recent volatility in the stock market, it&#39;s the importance of focusing on the long term. While the <b>Nasdaq-100 Technology Sector</b> index is down about 13.9% so far in 2022, it&#39;s still holding on to a gain of 423% over the last decade.</p><p>In fact, the steep declines in many individual stocks could be an opportunity to buy into long-term growth stories at a discount for the decade ahead. <b>Upstart Holdings</b> and <b>Bill.com Holdings</b> are two fintechs with unique business models and soaring growth rates, making them prime candidates.</p><p>Over the next 10 years, both stocks have the potential to deliver fivefold returns, especially if you buy them now while their stock is selling at a steep discount to levels reached in late 2021.</p><h2>The case for Upstart</h2><p>Artificial intelligence (AI) is a next-generation technology that promises to replace manual human input in many complex tasks. In this case, Upstart has developed an AI algorithm to assess the creditworthiness of potential borrowers, and it uses that information to originate loans for its banking partners.</p><p>Banks pay Upstart a fee for the service, and it&#39;s proving to be a far more effective tool than the decades-old FICO credit scoring system from <b>Fair Isaac</b>. While FICO takes into account a handful of metrics when assessing borrowers, Upstart can measure 1,600 data points and deliver a decision instantly 70% of the time. It would likely take a human assessor days or even weeks to arrive at the same result, so Upstart offers a better experience for both the customer and the lender.</p><p>The company got its start by originating unsecured personal loans, which is a $96 billion annual market. But it recently expanded into auto loan originations, which is about seven times that size. The Upstart Auto Retail sales and origination platform now serves over 410 car dealerships across the U.S., and it&#39;s growing rapidly.</p><p>Upstart would have to increase its revenue by 18% each year to turn a $200,000 investment into $1 million by 2032, assuming its price-to-sales multiple remains constant.</p><table><thead><tr><th>Metric</th><th>2017</th><th>2021</th><th>CAGR</th></tr></thead><tbody><tr><td><p>Revenue</p></td><td><p>$57 million</p></td><td><p>$849 million</p></td><td><p>96%</p></td></tr><tr><td><p>Earnings (loss) per share</p></td><td><p>($0.56)</p></td><td><p>$2.37</p></td><td><p>N/A</p></td></tr></tbody></table><p>Data: Upstart Holdings. CAGR = compound annual growth rate.</p><p>Upstart is crushing the 18% growth mark, nearly doubling its revenue every year since 2017. On top of that, it&#39;s now a profitable company, making it far more attractive as an investment than most tech companies.</p><p>In its 2021 presentation, Upstart highlighted new potential markets like small-business lending and mortgages, which could send its annual opportunity into the trillions of dollars. Put simply, the company&#39;s best growth might still be ahead, and with its stock down 79.8% from its all-time high, it&#39;s a great time to add it to your portfolio.</p><h2>The case for Bill.com</h2><p>Business owners are spotlighted when it comes to software services that make monotonous administrative tasks less burdensome. Bill.com has grown to become a leading provider, thanks to its flagship accounts-payable platform helping to reduce messy paper trails. Its digital inbox technology centralizes incoming invoices so they don&#39;t get lost in the shuffle of everyday operations.</p><p>Bill.com allows business owners to pay those invoices with one click, and it also integrates with top accounting software so those transactions get logged into the books automatically. In 2021, the company acquired two other businesses to aid its expansion into new verticals. It now owns Invoice2go, which helps manage accounts receivable, and Divvy, a budgeting and expense management software.</p><p>Now, Bill.com is a go-to provider for all things related to business payments, and it serves 373,500 customers.</p><table><thead><tr><th>Metric</th><th>Fiscal 2018</th><th>Fiscal 2022 (Guidance)</th><th>CAGR</th></tr></thead><tbody><tr><td><p>Revenue</p></td><td><p>$64 million</p></td><td><p>$600 million</p></td><td><p>74%</p></td></tr></tbody></table><p>Data: Bill.com. Fiscal years end June 30.</p><p>In the last few years, Bill.com&#39;s revenue growth has far exceeded the 18% it needs for its stock to grow fivefold over the next decade, assuming its stock valuation metrics remain where they are today. But there&#39;s even a possibility growth could accelerate.</p><p>The company has processed $181 billion in payment volume over the last 12 months, but it places its domestic opportunity at $25 trillion annually -- and a whopping $125 trillion globally. That leaves a significant runway, and since Bill.com has bolted-on two key acquisitions, it has a wider path to greater market share.</p><p>The company also operates in a pool of 70 million global business customers. Keep in mind that it hasn&#39;t even cracked its first million yet, so there&#39;s significant room for expansion.</p><p>Bill.com should kick into high gear over the next few years as it fine-tunes its new multifaceted business model. And since its stock has dipped 43.5% from its all-time high amid the tech sell-off, now might be the time to get involved.</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 Unstoppable Stocks That Could Turn $200,000 Into $1 Million by 2032</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 Unstoppable Stocks That Could Turn $200,000 Into $1 Million by 2032\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/2-unstoppable-stocks-turn-200000-to-1-million-2032/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If there's one lesson to be learned from the recent volatility in the stock market, it's the importance of focusing on the long term. While the Nasdaq-100 Technology Sector index is down about 13.9% ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/2-unstoppable-stocks-turn-200000-to-1-million-2032/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BILL":"BILL HOLDINGS INC","BK4166":"消费信贷","BK4561":"索罗斯持仓","BK4528":"SaaS概念","UPST":"Upstart Holdings, Inc.","AI":"C3.ai, Inc.","BK4551":"寇图资本持仓","BK4543":"AI"},"source_url":"https://www.fool.com/investing/2022/04/21/2-unstoppable-stocks-turn-200000-to-1-million-2032/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229902607","content_text":"If there's one lesson to be learned from the recent volatility in the stock market, it's the importance of focusing on the long term. While the Nasdaq-100 Technology Sector index is down about 13.9% so far in 2022, it's still holding on to a gain of 423% over the last decade.In fact, the steep declines in many individual stocks could be an opportunity to buy into long-term growth stories at a discount for the decade ahead. Upstart Holdings and Bill.com Holdings are two fintechs with unique business models and soaring growth rates, making them prime candidates.Over the next 10 years, both stocks have the potential to deliver fivefold returns, especially if you buy them now while their stock is selling at a steep discount to levels reached in late 2021.The case for UpstartArtificial intelligence (AI) is a next-generation technology that promises to replace manual human input in many complex tasks. In this case, Upstart has developed an AI algorithm to assess the creditworthiness of potential borrowers, and it uses that information to originate loans for its banking partners.Banks pay Upstart a fee for the service, and it's proving to be a far more effective tool than the decades-old FICO credit scoring system from Fair Isaac. While FICO takes into account a handful of metrics when assessing borrowers, Upstart can measure 1,600 data points and deliver a decision instantly 70% of the time. It would likely take a human assessor days or even weeks to arrive at the same result, so Upstart offers a better experience for both the customer and the lender.The company got its start by originating unsecured personal loans, which is a $96 billion annual market. But it recently expanded into auto loan originations, which is about seven times that size. The Upstart Auto Retail sales and origination platform now serves over 410 car dealerships across the U.S., and it's growing rapidly.Upstart would have to increase its revenue by 18% each year to turn a $200,000 investment into $1 million by 2032, assuming its price-to-sales multiple remains constant.Metric20172021CAGRRevenue$57 million$849 million96%Earnings (loss) per share($0.56)$2.37N/AData: Upstart Holdings. CAGR = compound annual growth rate.Upstart is crushing the 18% growth mark, nearly doubling its revenue every year since 2017. On top of that, it's now a profitable company, making it far more attractive as an investment than most tech companies.In its 2021 presentation, Upstart highlighted new potential markets like small-business lending and mortgages, which could send its annual opportunity into the trillions of dollars. Put simply, the company's best growth might still be ahead, and with its stock down 79.8% from its all-time high, it's a great time to add it to your portfolio.The case for Bill.comBusiness owners are spotlighted when it comes to software services that make monotonous administrative tasks less burdensome. Bill.com has grown to become a leading provider, thanks to its flagship accounts-payable platform helping to reduce messy paper trails. Its digital inbox technology centralizes incoming invoices so they don't get lost in the shuffle of everyday operations.Bill.com allows business owners to pay those invoices with one click, and it also integrates with top accounting software so those transactions get logged into the books automatically. In 2021, the company acquired two other businesses to aid its expansion into new verticals. It now owns Invoice2go, which helps manage accounts receivable, and Divvy, a budgeting and expense management software.Now, Bill.com is a go-to provider for all things related to business payments, and it serves 373,500 customers.MetricFiscal 2018Fiscal 2022 (Guidance)CAGRRevenue$64 million$600 million74%Data: Bill.com. Fiscal years end June 30.In the last few years, Bill.com's revenue growth has far exceeded the 18% it needs for its stock to grow fivefold over the next decade, assuming its stock valuation metrics remain where they are today. But there's even a possibility growth could accelerate.The company has processed $181 billion in payment volume over the last 12 months, but it places its domestic opportunity at $25 trillion annually -- and a whopping $125 trillion globally. That leaves a significant runway, and since Bill.com has bolted-on two key acquisitions, it has a wider path to greater market share.The company also operates in a pool of 70 million global business customers. Keep in mind that it hasn't even cracked its first million yet, so there's significant room for expansion.Bill.com should kick into high gear over the next few years as it fine-tunes its new multifaceted business model. And since its stock has dipped 43.5% from its all-time high amid the tech sell-off, now might be the time to get involved.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073764272,"gmtCreate":1657419292396,"gmtModify":1676536005192,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073764272","repostId":"1153540846","repostType":4,"repost":{"id":"1153540846","pubTimestamp":1657418983,"share":"https://www.laohu8.com/m/news/1153540846?lang=&edition=full","pubTime":"2022-07-10 10:09","market":"hk","language":"en","title":"Elon Musk Teases New EV Concept, Rivian Gets Going, Nio Powers Up, Faraday Future Continues Dream Run And More: Week's Top News From EV Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=1153540846","media":"Benzinga","summary":"ZINGER KEY POINTSEV stocks closed week sharply higherRivian Q2 deliveries provides boost to the sectorFaraday Future adds one-half to its market-cap amid no newsElectric vehicle stocks advanced in the","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>EV stocks closed week sharply higher</li><li>Rivian Q2 deliveries provides boost to the sector</li><li>Faraday Future adds one-half to its market-cap amid no news</li></ul><p>Electric vehicle stocks advanced in the week ending July 8, thanks to positive broader market sentiment and some encouraging company-specific news. Market leader <b>Tesla, Inc.</b> closed above the $750 level and <b>Rivian Automotive, Inc.</b> also advanced solidly.</p><p>Here are the key events that happened in the EV space during the week:</p><p><b>Tesla Amid Abounding News Flow:</b> Tesla&#39;s resilience came to the fore as the company reported record June sales in China. After an anemic performance in April, when Giga Shanghai was shut down for about three weeks, the company came back strongly in May and hit the top gear in June.</p><p>Tesla pushed out 78,000 Giga-Shanghai-made cars in June, according to the industry body China Passenger Car Association.</p><p>Reflecting China&#39;s importance in Tesla&#39;s scheme of things, the company is reportedly planning to appoint its top Chinese executive <b>Tom Zhu</b> to oversee its Asia-Pacific operations. This responsibility was previously held by North American executives.</p><p>Tesla chief executive officer <b>Elon Musk</b> hinted at a &#34;highly configurable Robovan&#34; that is meant to transport people and cargo. He also suggested it could have an optional solar power canopy that extends on both sides of the van, tripling the roof area.</p><p>Reports in the German press suggested that new systems for producing the Cybertruck drives have been ordered from German manufacturers and these would be deployed in Giga Texas around early June 2023. This machinery, according to the report, is capable of producing about 750,000 drives per year.</p><p><b>Rivian Rings In Fairly Robust Q2 Deliveries:</b> Rivian, a manufacturer of EV pickup trucks, said it delivered 4,467 vehicles in the second quarter and also confirmed plans for producing 250,000 vehicles in 2022. This should come as a relief to investors, who were nervous after the company reduced its production guidance by about half earlier this year.</p><p><b>Nio Holds Power Day 2022:</b>Chinese EV startup <b>Nio, Inc.</b> hosted its annual Nio Power Day 2022 during the week. In an event held virtually, the company reportedly launched a 500-kilowatt ultra-fast charger having a peak current of 650 amperes. The company also teased its third-generation battery-swap station, which it plans to install in late 2022/early 2023.</p><p><b>Volkswagen Announces Battery Plant Investment:</b> German automaker <b>Volkswagen AG</b> said it, along with its partners, plans to invest about $20.38 billion in a battery manufacturing plant in Salzgitter. The announcement came during the ground-breaking ceremony for the proposed plant. The company ultimately targets battery production capacity of 240 gigawatt-hours a year, thanks to a slew of plants it is contemplating bringing online.</p><p><b>Fisker Announces Consumer Financing Platform:</b> <b>Fisker, Inc.</b> announced &#34;Fisker Finance,&#34; a digital financing platform offering seamless and convenient loan purchase options to Fisker customers. The company also reaffirmed the nomination of Chase in the U.S. and Santander Consumer Finance in Europe as retail financing partners.</p><p>Separately, it was revealed that Fisker has asked reservation holders for its Ocean One Launch Edition vehicle to pay an incremental $5,000 non-refundable deposit on top of the $250 they had paid for securing a reservation.</p><p><b>EV Stock Performances for The Week:</b></p><p><img src=\"https://static.tigerbbs.com/a2017d1803c95fd215a25bff39745f88\" tg-width=\"828\" tg-height=\"1323\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Teases New EV Concept, Rivian Gets Going, Nio Powers Up, Faraday Future Continues Dream Run And More: Week's Top News From EV Industry</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\">\nElon Musk Teases New EV Concept, Rivian Gets Going, Nio Powers Up, Faraday Future Continues Dream Run And More: Week's Top News From EV Industry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-10 10:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/07/28006953/elon-musk-teases-new-ev-concept-rivian-gets-going-nio-powers-up-faraday-future-continues-dream-run-a><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSEV stocks closed week sharply higherRivian Q2 deliveries provides boost to the sectorFaraday Future adds one-half to its market-cap amid no newsElectric vehicle stocks advanced in the...</p>\n\n<a href=\"https://www.benzinga.com/news/22/07/28006953/elon-musk-teases-new-ev-concept-rivian-gets-going-nio-powers-up-faraday-future-continues-dream-run-a\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RMO":"Romeo Power, Inc.","WKHS":"Workhorse Group, Inc.","BLNK":"Blink Charging","FSR":"菲斯克","09866":"蔚来-SW","09868":"小鹏汽车-W","LCID":"Lucid Group Inc","GOEV":"Canoo Inc.","XPEV":"小鹏汽车","02015":"理想汽车-W","VWAGY":"大众汽车ADR","HYZN":"Hyzon Motors Inc.","QS":"Quantumscape Corp.","NIO":"蔚来","RIVN":"Rivian Automotive, Inc.","NIO.SI":"蔚来","TSLA":"特斯拉","FFIE":"Faraday Future","LI":"理想汽车","KNDI":"康迪车业"},"source_url":"https://www.benzinga.com/news/22/07/28006953/elon-musk-teases-new-ev-concept-rivian-gets-going-nio-powers-up-faraday-future-continues-dream-run-a","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153540846","content_text":"ZINGER KEY POINTSEV stocks closed week sharply higherRivian Q2 deliveries provides boost to the sectorFaraday Future adds one-half to its market-cap amid no newsElectric vehicle stocks advanced in the week ending July 8, thanks to positive broader market sentiment and some encouraging company-specific news. Market leader Tesla, Inc. closed above the $750 level and Rivian Automotive, Inc. also advanced solidly.Here are the key events that happened in the EV space during the week:Tesla Amid Abounding News Flow: Tesla's resilience came to the fore as the company reported record June sales in China. After an anemic performance in April, when Giga Shanghai was shut down for about three weeks, the company came back strongly in May and hit the top gear in June.Tesla pushed out 78,000 Giga-Shanghai-made cars in June, according to the industry body China Passenger Car Association.Reflecting China's importance in Tesla's scheme of things, the company is reportedly planning to appoint its top Chinese executive Tom Zhu to oversee its Asia-Pacific operations. This responsibility was previously held by North American executives.Tesla chief executive officer Elon Musk hinted at a \"highly configurable Robovan\" that is meant to transport people and cargo. He also suggested it could have an optional solar power canopy that extends on both sides of the van, tripling the roof area.Reports in the German press suggested that new systems for producing the Cybertruck drives have been ordered from German manufacturers and these would be deployed in Giga Texas around early June 2023. This machinery, according to the report, is capable of producing about 750,000 drives per year.Rivian Rings In Fairly Robust Q2 Deliveries: Rivian, a manufacturer of EV pickup trucks, said it delivered 4,467 vehicles in the second quarter and also confirmed plans for producing 250,000 vehicles in 2022. This should come as a relief to investors, who were nervous after the company reduced its production guidance by about half earlier this year.Nio Holds Power Day 2022:Chinese EV startup Nio, Inc. hosted its annual Nio Power Day 2022 during the week. In an event held virtually, the company reportedly launched a 500-kilowatt ultra-fast charger having a peak current of 650 amperes. The company also teased its third-generation battery-swap station, which it plans to install in late 2022/early 2023.Volkswagen Announces Battery Plant Investment: German automaker Volkswagen AG said it, along with its partners, plans to invest about $20.38 billion in a battery manufacturing plant in Salzgitter. The announcement came during the ground-breaking ceremony for the proposed plant. The company ultimately targets battery production capacity of 240 gigawatt-hours a year, thanks to a slew of plants it is contemplating bringing online.Fisker Announces Consumer Financing Platform: Fisker, Inc. announced \"Fisker Finance,\" a digital financing platform offering seamless and convenient loan purchase options to Fisker customers. The company also reaffirmed the nomination of Chase in the U.S. and Santander Consumer Finance in Europe as retail financing partners.Separately, it was revealed that Fisker has asked reservation holders for its Ocean One Launch Edition vehicle to pay an incremental $5,000 non-refundable deposit on top of the $250 they had paid for securing a reservation.EV Stock Performances for The Week:","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038723953,"gmtCreate":1646921408469,"gmtModify":1676534177255,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038723953","repostId":"1177505554","repostType":4,"repost":{"id":"1177505554","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":1646919115,"share":"https://www.laohu8.com/m/news/1177505554?lang=&edition=full","pubTime":"2022-03-10 21:31","market":"us","language":"en","title":"Inflation Rose 7.9% in Feb, as Food&Energy Costs Push Prices to Highest in 40 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1177505554","media":"Tiger Newspress","summary":"Inflation grew worse in February amid the escalating crisis in Ukraine and price pressures that beca","content":"<html><head></head><body><p>Inflation grew worse in February amid the escalating crisis in Ukraine and price pressures that became more entrenched.</p><p>The consumer price index, which measures a wide-ranging basket of goods and services, increased 7.9% over the past 12 months, a fresh 40-year high for the closely followed gauge.</p><p>The February acceleration was the fastest pace since January1982, back when the U.S. economy confronted the twin threat of higher inflation and reduced economic growth.</p><p>On a month-over-month basis, the CPI gain was 0.8%. Economists surveyed by Dow Jones had expected headline inflation to increase 7.8% for the year and 0.7% for the month.</p><p>Food prices rose 1% and food at home jumped 1.4%, both the fastest monthly gains since April 2020, in the early days of the Covid-19 pandemic.</p><p>Energy also was at the forefront of ballooning prices, up 3.5% for February and accounting for about one-third of the headline gain. Shelter costs, which account for about one-third of the CPI weighting, accelerated another 0.5%, for a 12-month gain of 4.7%.</p><p>Excluding volatile food and energy prices, so-called core inflation rose 6.4%, in line with estimates and the highest since August 1982. On a monthly basis, core CPI was up 0.5, also consistent with Wall Street expectations.</p><p>The inflation surge is in keeping with price gains over the past year. Inflation has roared higher amid an unprecedented government spending blitz coupled with persistent supply-chain disruptions that have been unable to keep up with stimulus-fueled demand, particularly for goods over services.</p><p>Vehicle costs have been a powerful force, but showed signs of easing in February. Used car and truck prices actually declined 0.2%, their first negative showing since September, but are still up 41.2% over the past year. New car prices rise 0.3% for the month and 12.4% over the 12-month period.</p><p>A raging crisis in Europe has only fed into the price pressures, as sanctions against Russia have coincided with surging gasoline costs. Prices at the pump are up about 24% over just the past month and 53% in the past year, according to AAA.</p><p>Moreover, business are raising costs to keep up with the price of raw goods and increasing pay in a historically tight labor market in which there are about 4.8 million more job openings than there are available workers.</p><p>Recent surveys, including one this week from the National Federation for Independent Business, show a record level of smaller companies are raising prices to cope with surging costs.</p><p>To try to stem the trend, the Federal Reserve is expected next week to announce the first of a series of interest rate hikes aimed at slowing inflation. It will be the first time the central bank has raised rates in more than three years, and mark a reversal of a zero-interest-rate policy and unprecedented levels of cash injections for an economy that in 2021 grew at its fastest pace in 37 years.</p><p>However, inflation is not a U.S.-centric story.</p><p>Global prices are subject to many of the same factors hitting the domestic economy, and central banks are responding in kind. On Thursday, the European Central Bank said it was not moving its benchmark interest rate but would end its own asset purchase program sooner than planned.</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>Inflation Rose 7.9% in Feb, as Food&Energy Costs Push Prices to Highest in 40 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; 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\">\nInflation Rose 7.9% in Feb, as Food&Energy Costs Push Prices to Highest in 40 Years\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\">2022-03-10 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation grew worse in February amid the escalating crisis in Ukraine and price pressures that became more entrenched.</p><p>The consumer price index, which measures a wide-ranging basket of goods and services, increased 7.9% over the past 12 months, a fresh 40-year high for the closely followed gauge.</p><p>The February acceleration was the fastest pace since January1982, back when the U.S. economy confronted the twin threat of higher inflation and reduced economic growth.</p><p>On a month-over-month basis, the CPI gain was 0.8%. Economists surveyed by Dow Jones had expected headline inflation to increase 7.8% for the year and 0.7% for the month.</p><p>Food prices rose 1% and food at home jumped 1.4%, both the fastest monthly gains since April 2020, in the early days of the Covid-19 pandemic.</p><p>Energy also was at the forefront of ballooning prices, up 3.5% for February and accounting for about one-third of the headline gain. Shelter costs, which account for about one-third of the CPI weighting, accelerated another 0.5%, for a 12-month gain of 4.7%.</p><p>Excluding volatile food and energy prices, so-called core inflation rose 6.4%, in line with estimates and the highest since August 1982. On a monthly basis, core CPI was up 0.5, also consistent with Wall Street expectations.</p><p>The inflation surge is in keeping with price gains over the past year. Inflation has roared higher amid an unprecedented government spending blitz coupled with persistent supply-chain disruptions that have been unable to keep up with stimulus-fueled demand, particularly for goods over services.</p><p>Vehicle costs have been a powerful force, but showed signs of easing in February. Used car and truck prices actually declined 0.2%, their first negative showing since September, but are still up 41.2% over the past year. New car prices rise 0.3% for the month and 12.4% over the 12-month period.</p><p>A raging crisis in Europe has only fed into the price pressures, as sanctions against Russia have coincided with surging gasoline costs. Prices at the pump are up about 24% over just the past month and 53% in the past year, according to AAA.</p><p>Moreover, business are raising costs to keep up with the price of raw goods and increasing pay in a historically tight labor market in which there are about 4.8 million more job openings than there are available workers.</p><p>Recent surveys, including one this week from the National Federation for Independent Business, show a record level of smaller companies are raising prices to cope with surging costs.</p><p>To try to stem the trend, the Federal Reserve is expected next week to announce the first of a series of interest rate hikes aimed at slowing inflation. It will be the first time the central bank has raised rates in more than three years, and mark a reversal of a zero-interest-rate policy and unprecedented levels of cash injections for an economy that in 2021 grew at its fastest pace in 37 years.</p><p>However, inflation is not a U.S.-centric story.</p><p>Global prices are subject to many of the same factors hitting the domestic economy, and central banks are responding in kind. On Thursday, the European Central Bank said it was not moving its benchmark interest rate but would end its own asset purchase program sooner than planned.</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":"1177505554","content_text":"Inflation grew worse in February amid the escalating crisis in Ukraine and price pressures that became more entrenched.The consumer price index, which measures a wide-ranging basket of goods and services, increased 7.9% over the past 12 months, a fresh 40-year high for the closely followed gauge.The February acceleration was the fastest pace since January1982, back when the U.S. economy confronted the twin threat of higher inflation and reduced economic growth.On a month-over-month basis, the CPI gain was 0.8%. Economists surveyed by Dow Jones had expected headline inflation to increase 7.8% for the year and 0.7% for the month.Food prices rose 1% and food at home jumped 1.4%, both the fastest monthly gains since April 2020, in the early days of the Covid-19 pandemic.Energy also was at the forefront of ballooning prices, up 3.5% for February and accounting for about one-third of the headline gain. Shelter costs, which account for about one-third of the CPI weighting, accelerated another 0.5%, for a 12-month gain of 4.7%.Excluding volatile food and energy prices, so-called core inflation rose 6.4%, in line with estimates and the highest since August 1982. On a monthly basis, core CPI was up 0.5, also consistent with Wall Street expectations.The inflation surge is in keeping with price gains over the past year. Inflation has roared higher amid an unprecedented government spending blitz coupled with persistent supply-chain disruptions that have been unable to keep up with stimulus-fueled demand, particularly for goods over services.Vehicle costs have been a powerful force, but showed signs of easing in February. Used car and truck prices actually declined 0.2%, their first negative showing since September, but are still up 41.2% over the past year. New car prices rise 0.3% for the month and 12.4% over the 12-month period.A raging crisis in Europe has only fed into the price pressures, as sanctions against Russia have coincided with surging gasoline costs. Prices at the pump are up about 24% over just the past month and 53% in the past year, according to AAA.Moreover, business are raising costs to keep up with the price of raw goods and increasing pay in a historically tight labor market in which there are about 4.8 million more job openings than there are available workers.Recent surveys, including one this week from the National Federation for Independent Business, show a record level of smaller companies are raising prices to cope with surging costs.To try to stem the trend, the Federal Reserve is expected next week to announce the first of a series of interest rate hikes aimed at slowing inflation. It will be the first time the central bank has raised rates in more than three years, and mark a reversal of a zero-interest-rate policy and unprecedented levels of cash injections for an economy that in 2021 grew at its fastest pace in 37 years.However, inflation is not a U.S.-centric story.Global prices are subject to many of the same factors hitting the domestic economy, and central banks are responding in kind. On Thursday, the European Central Bank said it was not moving its benchmark interest rate but would end its own asset purchase program sooner than planned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033742892,"gmtCreate":1646366898538,"gmtModify":1676534123056,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033742892","repostId":"2216416439","repostType":4,"repost":{"id":"2216416439","pubTimestamp":1646342215,"share":"https://www.laohu8.com/m/news/2216416439?lang=&edition=full","pubTime":"2022-03-04 05:16","market":"us","language":"en","title":"Wall Street Ends Lower as War in Ukraine Stirs Uncertainty","url":"https://stock-news.laohu8.com/highlight/detail?id=2216416439","media":"Reuters","summary":"March 3 (Reuters) - Wall Street ended lower on Thursday, with growth stocks including Tesla and Amazon denting the Nasdaq, as the Ukraine crisis kept investors on edge.Tesla dropped 4.6% and Amazon lo","content":"<html><head></head><body><p>March 3 (Reuters) - Wall Street ended lower on Thursday, with growth stocks including Tesla and Amazon denting the Nasdaq, as the Ukraine crisis kept investors on edge.</p><p>Tesla dropped 4.6% and Amazon lost 2.7%, both contributing more than any other stocks to the Nasdaq&#39;s steep decline.</p><p>The S&amp;P 500 growth index dipped 1.1% while the value index edged up 0.1%.</p><p>Reflecting a defensive mood on Wall Street, the S&amp;P 500 utilities index rallied 1.7% and real estate climbed 1.1%.</p><p>With Russia&#39;s invasion of Ukraine now a week in, hundreds of Russian soldiers and Ukrainian civilians have been killed, and Russia itself has been plunged into isolation.</p><p>&#34;The market is entirely locked on what this geopolitical turmoil looks like,&#34; said Ross Mayfield, an investment strategist at Baird in Louisville, Kentucky. &#34;Volatility is likely to remain for probably the near term, and maybe even the medium term, because I just don&#39;t see what an acceptable off ramp in the next couple of weeks for Ukraine or Putin.&#34;</p><p>Also, soaring prices of oil and other commodities have stoked fears that recent high inflation could combine with stagnant economic growth, making it more difficult for the Federal Reserve and other major central banks to manage interest rates.</p><p>The percentage of fund managers who expect so-called stagflation within the next 12 months stood at 30%, compared with 22% last month, a survey from BofA Global Research showed.</p><p>Wall Street surged in the previous session after Fed Chair Jerome Powell said he would back a quarter point rate increase at the March 15-16 meeting, assuaging some fears of a more aggressive hike.</p><p>&#34;We are going to stay in a tight range until we have the Fed meeting in two weeks because there&#39;s limited earnings,&#34; predicted Jay Hatfield, chief investment officer at Infrastructure Capital Management in New York.</p><p>&#34;There&#39;s no real reason to be long, unless, of course, there&#39;s some peace or stability in Ukraine, which doesn&#39;t seem likely.&#34;</p><p>The Dow Jones Industrial Average fell 0.29% to end at 33,794.66 points, while the S&amp;P 500 lost 0.53% to 4,363.49.</p><p>The Nasdaq Composite dropped 1.56% to 13,537.94.</p><p>Volume on U.S. exchanges was 12.6 billion shares, the lowest in six days, according to Refinitiv data.</p><p>Meanwhile, data showed a measure of U.S. services industry activity dropped to a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-year low in February and employment contracted.</p><p>Kroger Co jumped almost 12% after the grocer forecast upbeat annual same-store sales and profit, encouraged by strong demand for its pick-up and delivery services and sustained home-cooking trends.</p><p>American Eagle Outfitters Inc slid 9.3% after the apparel chain forecast a decline in earnings for the first half of 2022.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.48-to-1 ratio; on Nasdaq, a 2.12-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 23 new 52-week highs and 5 new lows; the Nasdaq Composite recorded 45 new highs and 206 new lows. </p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Lower as War in Ukraine Stirs Uncertainty</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends Lower as War in Ukraine Stirs Uncertainty\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-04 05:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-ends-211655064.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>March 3 (Reuters) - Wall Street ended lower on Thursday, with growth stocks including Tesla and Amazon denting the Nasdaq, as the Ukraine crisis kept investors on edge.Tesla dropped 4.6% and Amazon ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-211655064.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index","BK4539":"次新股","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","AMZN":"亚马逊","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","SPY":"标普500ETF","BK4524":"宅经济概念","BK4535":"淡马锡持仓","SH":"标普500反向ETF","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4579":"人工智能","COMP":"Compass, Inc.","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4079":"房地产服务","SDS":"两倍做空标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","OEX":"标普100","IVV":"标普500指数ETF"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-211655064.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2216416439","content_text":"March 3 (Reuters) - Wall Street ended lower on Thursday, with growth stocks including Tesla and Amazon denting the Nasdaq, as the Ukraine crisis kept investors on edge.Tesla dropped 4.6% and Amazon lost 2.7%, both contributing more than any other stocks to the Nasdaq's steep decline.The S&P 500 growth index dipped 1.1% while the value index edged up 0.1%.Reflecting a defensive mood on Wall Street, the S&P 500 utilities index rallied 1.7% and real estate climbed 1.1%.With Russia's invasion of Ukraine now a week in, hundreds of Russian soldiers and Ukrainian civilians have been killed, and Russia itself has been plunged into isolation.\"The market is entirely locked on what this geopolitical turmoil looks like,\" said Ross Mayfield, an investment strategist at Baird in Louisville, Kentucky. \"Volatility is likely to remain for probably the near term, and maybe even the medium term, because I just don't see what an acceptable off ramp in the next couple of weeks for Ukraine or Putin.\"Also, soaring prices of oil and other commodities have stoked fears that recent high inflation could combine with stagnant economic growth, making it more difficult for the Federal Reserve and other major central banks to manage interest rates.The percentage of fund managers who expect so-called stagflation within the next 12 months stood at 30%, compared with 22% last month, a survey from BofA Global Research showed.Wall Street surged in the previous session after Fed Chair Jerome Powell said he would back a quarter point rate increase at the March 15-16 meeting, assuaging some fears of a more aggressive hike.\"We are going to stay in a tight range until we have the Fed meeting in two weeks because there's limited earnings,\" predicted Jay Hatfield, chief investment officer at Infrastructure Capital Management in New York.\"There's no real reason to be long, unless, of course, there's some peace or stability in Ukraine, which doesn't seem likely.\"The Dow Jones Industrial Average fell 0.29% to end at 33,794.66 points, while the S&P 500 lost 0.53% to 4,363.49.The Nasdaq Composite dropped 1.56% to 13,537.94.Volume on U.S. exchanges was 12.6 billion shares, the lowest in six days, according to Refinitiv data.Meanwhile, data showed a measure of U.S. services industry activity dropped to a one-year low in February and employment contracted.Kroger Co jumped almost 12% after the grocer forecast upbeat annual same-store sales and profit, encouraged by strong demand for its pick-up and delivery services and sustained home-cooking trends.American Eagle Outfitters Inc slid 9.3% after the apparel chain forecast a decline in earnings for the first half of 2022.Declining issues outnumbered advancing ones on the NYSE by a 1.48-to-1 ratio; on Nasdaq, a 2.12-to-1 ratio favored decliners.The S&P 500 posted 23 new 52-week highs and 5 new lows; the Nasdaq Composite recorded 45 new highs and 206 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919181172,"gmtCreate":1663752556196,"gmtModify":1676537329525,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9919181172","repostId":"2269132097","repostType":4,"repost":{"id":"2269132097","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1663750538,"share":"https://www.laohu8.com/m/news/2269132097?lang=&edition=full","pubTime":"2022-09-21 16:55","market":"us","language":"en","title":"U.S. Stocks To Watch: General Mills, Ford, Gap And More","url":"https://stock-news.laohu8.com/highlight/detail?id=2269132097","media":"Benzinga","summary":"With US stock futures trading slightly lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:","content":"<html><head></head><body><p>With US stock futures trading slightly lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/GIS\">General Mills, Inc.</a> to report quarterly earnings at $1.00 per share on revenue of $4.72 billion before the opening bell. General Mills shares fell 0.2% to $75.25 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/GPS\">Gap Inc</a> is eliminating about 500 corporate jobs, the apparel chain said on Tuesday, as it struggles to protect margins and battles weak sales of outdated clothes at brands including Old Navy.</li><li><a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> previewed the effect of parts shortages on the company in the third-quarter and said inflation-related supplier costs during the third quarter will run about $1.0 billion higher than originally expected. The company also projects to have about 40,000 to 45,000 vehicles in inventory at end of third quarter lacking certain parts presently in short supply. Ford shares rose 0.31% to $13.13 in premarket trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/ALPN\">Alpine Immune Sciences, Inc.</a> reported a $100 million common stock offering. Alpine Immune Sciences shares fell 1.4% to $7.25 in the after-hours trading session.</li></ul><ul><li>Analysts are expecting <a href=\"https://laohu8.com/S/LEN\">Lennar Corporation</a> to have earned $4.91 per share on revenue of $9.03 billion for the latest quarter. The company will release earnings after the markets close. Lennar shares fell 0.4% to $76.61 in after-hours trading.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks To Watch: General Mills, Ford, Gap And 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\">\nU.S. Stocks To Watch: General Mills, Ford, Gap And More\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-09-21 16:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading slightly lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/GIS\">General Mills, Inc.</a> to report quarterly earnings at $1.00 per share on revenue of $4.72 billion before the opening bell. General Mills shares fell 0.2% to $75.25 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/GPS\">Gap Inc</a> is eliminating about 500 corporate jobs, the apparel chain said on Tuesday, as it struggles to protect margins and battles weak sales of outdated clothes at brands including Old Navy.</li><li><a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> previewed the effect of parts shortages on the company in the third-quarter and said inflation-related supplier costs during the third quarter will run about $1.0 billion higher than originally expected. The company also projects to have about 40,000 to 45,000 vehicles in inventory at end of third quarter lacking certain parts presently in short supply. Ford shares rose 0.31% to $13.13 in premarket trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/ALPN\">Alpine Immune Sciences, Inc.</a> reported a $100 million common stock offering. Alpine Immune Sciences shares fell 1.4% to $7.25 in the after-hours trading session.</li></ul><ul><li>Analysts are expecting <a href=\"https://laohu8.com/S/LEN\">Lennar Corporation</a> to have earned $4.91 per share on revenue of $9.03 billion for the latest quarter. The company will release earnings after the markets close. Lennar shares fell 0.4% to $76.61 in after-hours trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALPN":"Alpine Immune Sciences Inc.","F":"福特汽车","LEN":"莱纳建筑公司","GIS":"通用磨坊","GPS":"盖璞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269132097","content_text":"With US stock futures trading slightly lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects General Mills, Inc. to report quarterly earnings at $1.00 per share on revenue of $4.72 billion before the opening bell. General Mills shares fell 0.2% to $75.25 in after-hours trading.Gap Inc is eliminating about 500 corporate jobs, the apparel chain said on Tuesday, as it struggles to protect margins and battles weak sales of outdated clothes at brands including Old Navy.Ford Motor Company previewed the effect of parts shortages on the company in the third-quarter and said inflation-related supplier costs during the third quarter will run about $1.0 billion higher than originally expected. The company also projects to have about 40,000 to 45,000 vehicles in inventory at end of third quarter lacking certain parts presently in short supply. Ford shares rose 0.31% to $13.13 in premarket trading.Alpine Immune Sciences, Inc. reported a $100 million common stock offering. Alpine Immune Sciences shares fell 1.4% to $7.25 in the after-hours trading session.Analysts are expecting Lennar Corporation to have earned $4.91 per share on revenue of $9.03 billion for the latest quarter. The company will release earnings after the markets close. Lennar shares fell 0.4% to $76.61 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900261590,"gmtCreate":1658715540310,"gmtModify":1676536196580,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9900261590","repostId":"2253205540","repostType":4,"repost":{"id":"2253205540","pubTimestamp":1658714853,"share":"https://www.laohu8.com/m/news/2253205540?lang=&edition=full","pubTime":"2022-07-25 10:07","market":"us","language":"en","title":"Nasdaq Bear Market: 2 Stellar Growth Stocks to Buy Hand Over Fist","url":"https://stock-news.laohu8.com/highlight/detail?id=2253205540","media":"Motley Fool","summary":"These stocks are trading at significant discounts to their historical valuations.","content":"<html><head></head><body><p>Recession fears have weighed heavily on the stock market through the first half of the year. In fact, the broad <b>S&amp;P 500</b> had its worst first half since 1970, and the <b>Nasdaq Composite</b> is currently 25% off its high, putting the tech-heavy index in bear market territory.</p><p>On the bright side, tumbling prices mean that many stocks are now trading at discounts to their historical valuations, and that creates an opportunity for patient investors. Here are two growth stocks worth buying right now.</p><h2>1. Roku</h2><p><b>Roku</b> helped pioneer the streaming industry. In 2008 it brought the first streaming player to market, not long after <b>Netflix</b> introduced the first streaming service. Today, RokuOS is still the only operating system purpose-built for television, and its viewer-friendly reputation has led to partnerships with a growing number of television manufacturers. That has helped Roku position itself as the most popular streaming platform in the U.S., Canada, and Mexico.</p><p>Meanwhile, Roku has also built a powerful ad tech platform, OneView, which enables advertisers to deliver targeted campaigns across connected TV (CTV), mobile, and desktop devices. That means Roku can monetize advertising whether or not it owns the inventory.</p><p>In the first quarter, Roku reported a 14% increase in streaming hours, marking a deceleration in engagement. But that came on the back of a pandemic-driven acceleration in the prior year, when viewing time soared 49%. More importantly, Roku still outpaced the industry average of 10% growth, meaning it gained market share. That led to reasonably strong financial results, as revenue rose 44% to $2.9 billion and cash from operations climbed 18% to $234 million.</p><p>Turning to the future, investors have good reason to be bullish. U.S. viewers currently spend 46% of their television time on streaming, but advertisers spend just 18% of their television budgets on streaming. In the coming years, investors should expect more ad dollars to shift to streaming platforms, and Roku is well-positioned to benefit from that trend.</p><p>On that note, global television ad spend will reach $344 billion by 2026, according to IMARC Group, and Roku CEO Anthony Wood believes all television advertising will eventually be streamed. That creates a tremendous opportunity for the company.</p><p>Shares currently trade at 4.7 times sales, much cheaper than the three-year average of 15.5 times sales. That why this growth stock is a screaming buy.</p><h2>2. Block</h2><p><b>Block</b> breaks its business into two segments: Square and Cash App. Through the Square ecosystem, sellers can provision all of the hardware, software, and services they need to run a business across online and offline locations. That differentiates Block from traditional merchant acquirers (e.g. banks), which often bundle products from different vendors, leaving merchants with a patchwork of solutions that must be manually integrated.</p><p>The Cash App ecosystem takes a similarly disruptive approach. Consumers can deposit, send, spend, and invest money from a single mobile app, and they can file their taxes for free. Better yet, where banks with physical branches typically pay at least $300 to acquire a new customer, Block pays just $10 to acquire a new Cash App user, making its business model much more efficient.</p><p>In short, Block is disrupting the financial services industry for both merchants and consumers, and that has translated into strong financial results. In the past year, gross profit climbed 50% to $4.8 billion and the company generated $965 million in free cash flow, up from a loss of $344 million in the prior year.</p><p>Looking ahead, Block is well-positioned to grow its business. The company is working to unlock synergies between Square and Cash App by integrating Afterpay -- its recently acquired &#34;buy now, pay later&#34; (BNPL) platform -- into both ecosystems.</p><p>Specifically, Square sellers will be able to accept BNPL online and in person. That should drive sales growth, simply because BNPL tends to boost transaction volume. But those sellers will also be able to use shopper data to deliver targeted recommendations to consumers through the Cash App, which could further boost sales.</p><p>Currently, Block puts its addressable market in the U.S. at $190 billion in gross profit, but the company also operates in Canada, Japan, Australia, and the U.K., and it recently entered Ireland, Spain, and France. That means Block has a long runway for growth, and with shares trading at 2.3 times sales -- near the cheapest valuation in the past five years -- now is a great time to buy this growth stock.</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>Nasdaq Bear Market: 2 Stellar Growth Stocks to Buy Hand Over Fist</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\">\nNasdaq Bear Market: 2 Stellar Growth Stocks to Buy Hand Over Fist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-25 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/24/nasdaq-bear-market-2-stellar-growth-stocks-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recession fears have weighed heavily on the stock market through the first half of the year. In fact, the broad S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 25% ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/24/nasdaq-bear-market-2-stellar-growth-stocks-to-buy/\">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","SQ":"Block"},"source_url":"https://www.fool.com/investing/2022/07/24/nasdaq-bear-market-2-stellar-growth-stocks-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253205540","content_text":"Recession fears have weighed heavily on the stock market through the first half of the year. In fact, the broad S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 25% off its high, putting the tech-heavy index in bear market territory.On the bright side, tumbling prices mean that many stocks are now trading at discounts to their historical valuations, and that creates an opportunity for patient investors. Here are two growth stocks worth buying right now.1. RokuRoku helped pioneer the streaming industry. In 2008 it brought the first streaming player to market, not long after Netflix introduced the first streaming service. Today, RokuOS is still the only operating system purpose-built for television, and its viewer-friendly reputation has led to partnerships with a growing number of television manufacturers. That has helped Roku position itself as the most popular streaming platform in the U.S., Canada, and Mexico.Meanwhile, Roku has also built a powerful ad tech platform, OneView, which enables advertisers to deliver targeted campaigns across connected TV (CTV), mobile, and desktop devices. That means Roku can monetize advertising whether or not it owns the inventory.In the first quarter, Roku reported a 14% increase in streaming hours, marking a deceleration in engagement. But that came on the back of a pandemic-driven acceleration in the prior year, when viewing time soared 49%. More importantly, Roku still outpaced the industry average of 10% growth, meaning it gained market share. That led to reasonably strong financial results, as revenue rose 44% to $2.9 billion and cash from operations climbed 18% to $234 million.Turning to the future, investors have good reason to be bullish. U.S. viewers currently spend 46% of their television time on streaming, but advertisers spend just 18% of their television budgets on streaming. In the coming years, investors should expect more ad dollars to shift to streaming platforms, and Roku is well-positioned to benefit from that trend.On that note, global television ad spend will reach $344 billion by 2026, according to IMARC Group, and Roku CEO Anthony Wood believes all television advertising will eventually be streamed. That creates a tremendous opportunity for the company.Shares currently trade at 4.7 times sales, much cheaper than the three-year average of 15.5 times sales. That why this growth stock is a screaming buy.2. BlockBlock breaks its business into two segments: Square and Cash App. Through the Square ecosystem, sellers can provision all of the hardware, software, and services they need to run a business across online and offline locations. That differentiates Block from traditional merchant acquirers (e.g. banks), which often bundle products from different vendors, leaving merchants with a patchwork of solutions that must be manually integrated.The Cash App ecosystem takes a similarly disruptive approach. Consumers can deposit, send, spend, and invest money from a single mobile app, and they can file their taxes for free. Better yet, where banks with physical branches typically pay at least $300 to acquire a new customer, Block pays just $10 to acquire a new Cash App user, making its business model much more efficient.In short, Block is disrupting the financial services industry for both merchants and consumers, and that has translated into strong financial results. In the past year, gross profit climbed 50% to $4.8 billion and the company generated $965 million in free cash flow, up from a loss of $344 million in the prior year.Looking ahead, Block is well-positioned to grow its business. The company is working to unlock synergies between Square and Cash App by integrating Afterpay -- its recently acquired \"buy now, pay later\" (BNPL) platform -- into both ecosystems.Specifically, Square sellers will be able to accept BNPL online and in person. That should drive sales growth, simply because BNPL tends to boost transaction volume. But those sellers will also be able to use shopper data to deliver targeted recommendations to consumers through the Cash App, which could further boost sales.Currently, Block puts its addressable market in the U.S. at $190 billion in gross profit, but the company also operates in Canada, Japan, Australia, and the U.K., and it recently entered Ireland, Spain, and France. That means Block has a long runway for growth, and with shares trading at 2.3 times sales -- near the cheapest valuation in the past five years -- now is a great time to buy this growth stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066226962,"gmtCreate":1651906737356,"gmtModify":1676534996204,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066226962","repostId":"2233352789","repostType":4,"repost":{"id":"2233352789","pubTimestamp":1651894148,"share":"https://www.laohu8.com/m/news/2233352789?lang=&edition=full","pubTime":"2022-05-07 11:29","market":"us","language":"en","title":"Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2233352789","media":"Motley Fool","summary":"There are always stocks to buy when you're ARK Invest's ace stock picker.","content":"<html><head></head><body><p>Cathie Wood isn&#39;t afraid to go fishing in the rain. The CEO and co-founder of ARK Invest was buying stocks on Thursday during the market deluge. She&#39;s had a rough run since a highly rewarding 2020 for her family of exchange-traded funds (<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>s). You have to respect someone that&#39;s still looking to buy falling growth stocks when the market is at its worst.</p><p>What was she buying this time? Wood added to her existing stakes in <b>Shopify</b>, <b>Roku</b>, and <b>Sea Limited</b> on Thursday. Let&#39;s see what she may be seeing in these former market darlings that have fallen on hard times.</p><h2>Shopify</h2><p>Announcing a stock split doesn&#39;t guarantee that a stock will pop. Shares of Shopify plummeted 37% last month, despite announcing plans for a 10-for-1 split. Like many high-profile growth stocks, shares of the popular e-commerce platform provider have had a rough run in the market.</p><p>April was bad, and May isn&#39;t shaping up to be any better. The stock plummeted 15% on Thursday after a disappointing financial report. Revenue decelerated through the first three months of this year, clocking in with a mere 22% year-over-year advance. Rising costs obliterated the bottom line; earnings came in 71% below what analysts were targeting.</p><p>The tailwinds that helped Shopify deliver jaw-dropping growth until recently weren&#39;t going to last forever. However, this week&#39;s surprising shortfall on both ends of the income statement is both problematic and opportunistic. The financial update wasn&#39;t encouraging, but the stock now finds itself 77% below where it was at its November peak. The forward-thinking e-commerce solution that lets merchants of all sizes easily sell their wares across emerging social media platforms and their own digital storefront hasn&#39;t lost its relevancy. Shopify should recover from this setback.</p><h2>Roku</h2><p>Another company that has shed nearly 80% of its peak value but is still growing is Roku. The pioneer of video streaming on TV is a leading in an expanding niche. There were 61.3 million homes leaning on Roku by the end of March, and these are <i>active</i> accounts in every sense of the term. The average account is streaming nearly 3.8 hours a day on the platform.</p><p>We&#39;ve seen Roku&#39;s audience and total hours streamed grow 14% over the past year, silencing bearish arguments that folks will turn off their TVs and enjoy the great outdoors as the COVID-19 landscape improves following the vaccinations introduced last year. Advertisers also know that Roku consumers are worth reaching. Average revenue per user is up 34% over the past year.</p><p>Supply chain issues have slowed the production of its dongles, but Roku has enough deals in place with smart TV manufacturers to be the factory installed operating system of choice for many leading brands. After breaking through with a profit last year, analysts don&#39;t see a return to positive net income until 2024. It&#39;s not an ideal situation, but as long as Roku&#39;s audience keeps growing -- and those cradling the Roku remote controls keep watching -- the stock should eventually get back on track.</p><h2>Sea Limited</h2><p>Some companies are lucky to dominate <a href=\"https://laohu8.com/S/AONE.U\">one</a> niche, but Sea Limited is a giant in three important industries. The Singapore-based speedster is a major player in e-commerce, online gaming, and fintech.</p><p>It&#39;s not firing on all cylinders right now. It sees direct entertainment bookings -- basically its gaming arm -- declining sharply this year. It&#39;s been a challenging year for the online gaming market, particularly in Asia. However, its now larger e-commerce segment is expected to see its revenue soar 76%. Its smaller fintech division is expected to see its top line climb 155% this year.</p><p>Growth will slow at Sea Limited this year from the 106% year-over-year burst it posted the last time it reported quarterly results. Sea Limited will have a financial update in two weeks. Analysts see revenue growth slowing to a 37% clip this year and a 35% pace in 2023, but that&#39;s still respectable for a company of Sea Limited&#39;s size.</p><p>Shopify, Roku, and Sea Limited have all seen their shares fall by at least 77% since peaking last year. Yet they continue to be strong growth stocks, delivering healthy year-over-year growth right now. Cathie Wood may be on to something here.</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>Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-07 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/06/cathie-wood-goes-bargain-hunting-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood isn't afraid to go fishing in the rain. The CEO and co-founder of ARK Invest was buying stocks on Thursday during the market deluge. She's had a rough run since a highly rewarding 2020 for...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/06/cathie-wood-goes-bargain-hunting-3-stocks-she-just/\">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","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/05/06/cathie-wood-goes-bargain-hunting-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233352789","content_text":"Cathie Wood isn't afraid to go fishing in the rain. The CEO and co-founder of ARK Invest was buying stocks on Thursday during the market deluge. She's had a rough run since a highly rewarding 2020 for her family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETF|ETFs). You have to respect someone that's still looking to buy falling growth stocks when the market is at its worst.What was she buying this time? Wood added to her existing stakes in Shopify, Roku, and Sea Limited on Thursday. Let's see what she may be seeing in these former market darlings that have fallen on hard times.ShopifyAnnouncing a stock split doesn't guarantee that a stock will pop. Shares of Shopify plummeted 37% last month, despite announcing plans for a 10-for-1 split. Like many high-profile growth stocks, shares of the popular e-commerce platform provider have had a rough run in the market.April was bad, and May isn't shaping up to be any better. The stock plummeted 15% on Thursday after a disappointing financial report. Revenue decelerated through the first three months of this year, clocking in with a mere 22% year-over-year advance. Rising costs obliterated the bottom line; earnings came in 71% below what analysts were targeting.The tailwinds that helped Shopify deliver jaw-dropping growth until recently weren't going to last forever. However, this week's surprising shortfall on both ends of the income statement is both problematic and opportunistic. The financial update wasn't encouraging, but the stock now finds itself 77% below where it was at its November peak. The forward-thinking e-commerce solution that lets merchants of all sizes easily sell their wares across emerging social media platforms and their own digital storefront hasn't lost its relevancy. Shopify should recover from this setback.RokuAnother company that has shed nearly 80% of its peak value but is still growing is Roku. The pioneer of video streaming on TV is a leading in an expanding niche. There were 61.3 million homes leaning on Roku by the end of March, and these are active accounts in every sense of the term. The average account is streaming nearly 3.8 hours a day on the platform.We've seen Roku's audience and total hours streamed grow 14% over the past year, silencing bearish arguments that folks will turn off their TVs and enjoy the great outdoors as the COVID-19 landscape improves following the vaccinations introduced last year. Advertisers also know that Roku consumers are worth reaching. Average revenue per user is up 34% over the past year.Supply chain issues have slowed the production of its dongles, but Roku has enough deals in place with smart TV manufacturers to be the factory installed operating system of choice for many leading brands. After breaking through with a profit last year, analysts don't see a return to positive net income until 2024. It's not an ideal situation, but as long as Roku's audience keeps growing -- and those cradling the Roku remote controls keep watching -- the stock should eventually get back on track.Sea LimitedSome companies are lucky to dominate one niche, but Sea Limited is a giant in three important industries. The Singapore-based speedster is a major player in e-commerce, online gaming, and fintech.It's not firing on all cylinders right now. It sees direct entertainment bookings -- basically its gaming arm -- declining sharply this year. It's been a challenging year for the online gaming market, particularly in Asia. However, its now larger e-commerce segment is expected to see its revenue soar 76%. Its smaller fintech division is expected to see its top line climb 155% this year.Growth will slow at Sea Limited this year from the 106% year-over-year burst it posted the last time it reported quarterly results. Sea Limited will have a financial update in two weeks. Analysts see revenue growth slowing to a 37% clip this year and a 35% pace in 2023, but that's still respectable for a company of Sea Limited's size.Shopify, Roku, and Sea Limited have all seen their shares fall by at least 77% since peaking last year. Yet they continue to be strong growth stocks, delivering healthy year-over-year growth right now. Cathie Wood may be on to something here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092858932,"gmtCreate":1644591030062,"gmtModify":1676533944354,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092858932","repostId":"1142512500","repostType":4,"repost":{"id":"1142512500","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":1644590123,"share":"https://www.laohu8.com/m/news/1142512500?lang=&edition=full","pubTime":"2022-02-11 22:35","market":"us","language":"en","title":"DiDi Fell 5% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1142512500","media":"Tiger Newspress","summary":"Didi fell 5% in morning trading as Tencent says hasn’t bought more DiDi shares since its U.S. IPO.Te","content":"<html><head></head><body><p>Didi fell 5% in morning trading as Tencent says hasn’t bought more DiDi shares since its U.S. IPO.<img src=\"https://static.tigerbbs.com/27049b3da7d0b864842f1d0920ff2885\" tg-width=\"1104\" tg-height=\"750\" referrerpolicy=\"no-referrer\"/>Tencent Holdings Ltd. said it hasn’t bought shares in Didi Global Inc. since it went public, after a U.S. regulatory filing showing an increased stake sent shares of the Chinese ride-hailing company soaring almost 9%.</p><p>Tencent said in a filing Thursday it had added about 1.8 million Didi Class A ordinary shares to its last-known holdings. The social media giant subscribed to the additional stock during Didi’s initial public offering, which was not previously disclosed, a Tencent spokeswoman said Friday in an email. Tencent, which operates the WeChat messaging platform, had not acquired more stock in Didi since its debut, the spokesperson added.</p><p>Tencent’s ownership of Didi’s Class A shares stood at 7.4% as of Dec. 31, up from the 6.4% that had been disclosed ahead of its June initial public offering.</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>DiDi Fell 5% in Morning Trading</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\">\nDiDi Fell 5% in Morning Trading\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\">2022-02-11 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Didi fell 5% in morning trading as Tencent says hasn’t bought more DiDi shares since its U.S. IPO.<img src=\"https://static.tigerbbs.com/27049b3da7d0b864842f1d0920ff2885\" tg-width=\"1104\" tg-height=\"750\" referrerpolicy=\"no-referrer\"/>Tencent Holdings Ltd. said it hasn’t bought shares in Didi Global Inc. since it went public, after a U.S. regulatory filing showing an increased stake sent shares of the Chinese ride-hailing company soaring almost 9%.</p><p>Tencent said in a filing Thursday it had added about 1.8 million Didi Class A ordinary shares to its last-known holdings. The social media giant subscribed to the additional stock during Didi’s initial public offering, which was not previously disclosed, a Tencent spokeswoman said Friday in an email. Tencent, which operates the WeChat messaging platform, had not acquired more stock in Didi since its debut, the spokesperson added.</p><p>Tencent’s ownership of Didi’s Class A shares stood at 7.4% as of Dec. 31, up from the 6.4% that had been disclosed ahead of its June initial public offering.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","DIDI":"滴滴(已退市)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142512500","content_text":"Didi fell 5% in morning trading as Tencent says hasn’t bought more DiDi shares since its U.S. IPO.Tencent Holdings Ltd. said it hasn’t bought shares in Didi Global Inc. since it went public, after a U.S. regulatory filing showing an increased stake sent shares of the Chinese ride-hailing company soaring almost 9%.Tencent said in a filing Thursday it had added about 1.8 million Didi Class A ordinary shares to its last-known holdings. The social media giant subscribed to the additional stock during Didi’s initial public offering, which was not previously disclosed, a Tencent spokeswoman said Friday in an email. Tencent, which operates the WeChat messaging platform, had not acquired more stock in Didi since its debut, the spokesperson added.Tencent’s ownership of Didi’s Class A shares stood at 7.4% as of Dec. 31, up from the 6.4% that had been disclosed ahead of its June initial public offering.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807133842,"gmtCreate":1628004593886,"gmtModify":1703499557673,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/807133842","repostId":"1140857457","repostType":4,"repost":{"id":"1140857457","pubTimestamp":1628004417,"share":"https://www.laohu8.com/m/news/1140857457?lang=&edition=full","pubTime":"2021-08-03 23:26","market":"us","language":"en","title":"NYC Orders Restaurants And Gyms To Demand Proof Of Vaccination From All Customers","url":"https://stock-news.laohu8.com/highlight/detail?id=1140857457","media":"zerohedge","summary":"Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the","content":"<p>Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the mayor to impose even more restrictive COVID measures, but after being criticized for his refusal to order mandatory masking in NYC, Mayor Bill de Blasio is reportedly planning new measures that double-down on his \"vaccine-focused\" approach to combating the delta variant.</p>\n<p>Afterthe Bay Area and Louisianaeach adopted mandatory mask rules, it appears Mayor De Blasio is doubling-down on his vaccine-focused approach, ordering even more restrictive policies. According tothe NYT,the mayor plans to announced that NYC will require proof of vaccination for people participating in a range of indoor activities, from indoor dining to going to the gyms and performances on Broadway and elsewhere. The mayor's plan is \"his latest attempt to spur more vaccinations\", the NYT said, as the city's adult vaccination rate hovers at just 66%.</p>\n<p>To facilitate this, NYC will be creating its own vaccine passport. Notably, the unvaccinated will still be allowed to dine outdoors.</p>\n<blockquote>\n As part of the new program, New York City will create a health pass called the “Key to NYC Pass” to provide proof of vaccination required for workers and customers at indoor dining, gyms, entertainment and performances.\n</blockquote>\n<p>This measure is similar to a policy imposed in France by President Emmanuel Macron his health advisors. The NYT said the policy allegedly inspired millions in France to book vaccination appointments.</p>\n<blockquote>\n In France, people will soon have to show a health pass — providing proof of vaccination or a recent negative test — to visit indoor bars, restaurants and gyms. It has already been implemented at amusement parks, theaters and venues hosting more than 50 people. In New York City, proof of vaccination will be required and there will be no testing option.The restrictions in France&nbsp;prompted millions of people to book vaccine appointments&nbsp;and also sparked a&nbsp;series of protests&nbsp;among people who said it infringed on their personal liberties.\n</blockquote>\n<p>The program will start later this month after a transition period, will take full effect in mid-September when schools are expected to reopen and more workers could start returning to offices. So, anybody who wants to work out in NYC gyms will need to be vaccinated. Notably, Equinox and SoulCycle, two of the more popular upscale gym chains operating in the city, said earlier this week that they would require proof of vaccination.</p>\n<p>Per the NYT, \"the policy is similar to mandates issued in France and Italy last month and is believed to be the first of its kind in the United States.\"</p>\n<p>Some critics, including Donald Trump Jr., slammed the policy as creating a two-tiered society.</p>\n<blockquote>\n Democrats and the media want a two-tiered society where millions of law-abiding Americans are segregated and discriminated against.\n</blockquote>\n<blockquote>\n This is what actual fascism looks like!!!https://t.co/lhAst4sGtW— Donald Trump Jr. (@DonaldJTrumpJr)August 3, 2021\n</blockquote>\n<p>We wonder how differently this effort would be perceived if the headline was<i><b>\"De Blasio Orders Restaurants to Deny Access To 1 In 7 Black New Yorkers\"</b></i></p>\n<p><img src=\"https://static.tigerbbs.com/cfeebc676150e2a825314b7b11287fdf\" tg-width=\"1009\" tg-height=\"754\" width=\"100%\" height=\"auto\"></p>\n<p>Mayor de Blasio has been reluctant to reinstate mandatory masking despite the criticism, though he did \"encourage\" New Yorkers to wear masks. It looks like this decision to \"double down\" on the vaccine first approach is an attempt to one-up the mayor's critics. And as the NY Post points out, the mayor might be on to something: As the NYP explains, \"requiring even the vaxxed to mask up eliminates a major incentive to get jabbed in the first place, and increasing vax rates is the best way to keep COVID from doing deeper damage.\"</p>","source":"lsy1583725640930","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>NYC Orders Restaurants And Gyms To Demand Proof Of Vaccination From All Customers</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\">\nNYC Orders Restaurants And Gyms To Demand Proof Of Vaccination From All Customers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/covid-19/nyc-orders-restaurants-and-gyms-demand-proof-vaccination-all-customers?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the mayor to impose even more restrictive COVID measures, but after being criticized for his refusal to...</p>\n\n<a href=\"https://www.zerohedge.com/covid-19/nyc-orders-restaurants-and-gyms-demand-proof-vaccination-all-customers?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/covid-19/nyc-orders-restaurants-and-gyms-demand-proof-vaccination-all-customers?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140857457","content_text":"Maybe it was the rarelaudatory op-ed in the thoroughly anti-de Blasio New York Postthat inspired the mayor to impose even more restrictive COVID measures, but after being criticized for his refusal to order mandatory masking in NYC, Mayor Bill de Blasio is reportedly planning new measures that double-down on his \"vaccine-focused\" approach to combating the delta variant.\nAfterthe Bay Area and Louisianaeach adopted mandatory mask rules, it appears Mayor De Blasio is doubling-down on his vaccine-focused approach, ordering even more restrictive policies. According tothe NYT,the mayor plans to announced that NYC will require proof of vaccination for people participating in a range of indoor activities, from indoor dining to going to the gyms and performances on Broadway and elsewhere. The mayor's plan is \"his latest attempt to spur more vaccinations\", the NYT said, as the city's adult vaccination rate hovers at just 66%.\nTo facilitate this, NYC will be creating its own vaccine passport. Notably, the unvaccinated will still be allowed to dine outdoors.\n\n As part of the new program, New York City will create a health pass called the “Key to NYC Pass” to provide proof of vaccination required for workers and customers at indoor dining, gyms, entertainment and performances.\n\nThis measure is similar to a policy imposed in France by President Emmanuel Macron his health advisors. The NYT said the policy allegedly inspired millions in France to book vaccination appointments.\n\n In France, people will soon have to show a health pass — providing proof of vaccination or a recent negative test — to visit indoor bars, restaurants and gyms. It has already been implemented at amusement parks, theaters and venues hosting more than 50 people. In New York City, proof of vaccination will be required and there will be no testing option.The restrictions in France prompted millions of people to book vaccine appointments and also sparked a series of protests among people who said it infringed on their personal liberties.\n\nThe program will start later this month after a transition period, will take full effect in mid-September when schools are expected to reopen and more workers could start returning to offices. So, anybody who wants to work out in NYC gyms will need to be vaccinated. Notably, Equinox and SoulCycle, two of the more popular upscale gym chains operating in the city, said earlier this week that they would require proof of vaccination.\nPer the NYT, \"the policy is similar to mandates issued in France and Italy last month and is believed to be the first of its kind in the United States.\"\nSome critics, including Donald Trump Jr., slammed the policy as creating a two-tiered society.\n\n Democrats and the media want a two-tiered society where millions of law-abiding Americans are segregated and discriminated against.\n\n\n This is what actual fascism looks like!!!https://t.co/lhAst4sGtW— Donald Trump Jr. (@DonaldJTrumpJr)August 3, 2021\n\nWe wonder how differently this effort would be perceived if the headline was\"De Blasio Orders Restaurants to Deny Access To 1 In 7 Black New Yorkers\"\n\nMayor de Blasio has been reluctant to reinstate mandatory masking despite the criticism, though he did \"encourage\" New Yorkers to wear masks. It looks like this decision to \"double down\" on the vaccine first approach is an attempt to one-up the mayor's critics. And as the NY Post points out, the mayor might be on to something: As the NYP explains, \"requiring even the vaxxed to mask up eliminates a major incentive to get jabbed in the first place, and increasing vax rates is the best way to keep COVID from doing deeper damage.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911921821,"gmtCreate":1664119588963,"gmtModify":1676537392938,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9911921821","repostId":"2270440281","repostType":4,"repost":{"id":"2270440281","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":1664094564,"share":"https://www.laohu8.com/m/news/2270440281?lang=&edition=full","pubTime":"2022-09-25 16:29","market":"us","language":"en","title":"After Feverish Week, Global Investors Lick Wounds and Brace for More Chaos","url":"https://stock-news.laohu8.com/highlight/detail?id=2270440281","media":"Reuters","summary":"(Reuters) - Global investors are preparing for more market mayhem after a monumental week that whipsawed asset prices around the world, as central banks and governments ramped up their fight against i","content":"<html><head></head><body><p>(Reuters) - Global investors are preparing for more market mayhem after a monumental week that whipsawed asset prices around the world, as central banks and governments ramped up their fight against inflation.</p><p>Signs of extraordinary times were everywhere. The Federal Reserve delivered its third straight seventy-five basis point rate hike while Japan intervened to shore up the yen for the first time since 1998. The British pound slid to a fresh 37-year trough against the dollar after the country&#39;s new finance minister unleashed historic tax cuts and huge increases in borrowing.</p><p>&#34;It&#39;s hard to know what will break where, and when,&#34; said Mike Kelly, head of multi-asset at PineBridge Investments (US). &#34;Before, the thinking had been that a recession would be short and shallow. Now we&#39;re throwing that away and thinking about the unintended consequences of much tighter monetary policy.&#34;</p><p>Stocks plunged everywhere. The Dow Jones Industrial Average nearly joined the S&amp;P 500 and Nasdaq in a bear market while bonds tumbled to their lowest level in years as investors recalibrated their portfolios to a world of persistent inflation and rising interest rates.</p><p>Towering above it all was the U.S. dollar, which has rocketed to its highest level in 20 years against a basket of currencies, lifted in part by investors seeking shelter from the wild swings in markets.</p><p>&#34;Currency exchange rates ... are now violent in their moves,&#34; said David Kotok, chairman and chief investment officer at Cumberland Advisors. &#34;When governments and central banks are in the business of setting the interest rates they are shifting the volatility to the currency markets.&#34;</p><p>For now, the selloffs across asset classes have drawn few bargain hunters. In fact, many believe things are bound to get worse as tighter monetary policy across the globe raises the risks of a worldwide recession.</p><p>&#34;We remain cautious,&#34; said Russ Koesterich, who oversees the Global Allocation Fund for Blackrock, the world&#39;s largest asset manager, noting his allocation to equities is &#34;well below benchmark&#34; and he is also cautious on bonds.</p><p>&#34;I think there&#39;s a lot of uncertainty on how quickly inflation will come down, there&#39;s a lot of uncertainty about whether or not the Fed will go through with as an aggressive tightening campaign as they signaled this week.&#34;</p><p>Kotok said he is positioned conservatively with high cash levels. &#34;I&#39;d like to see enough of a selloff to make entry attractive in the U.S. stockmarket,&#34; Kotok said.</p><p>The fallout from the hectic week exacerbated trends for stocks and bonds that have been in place all year, pushing down prices for both asset classes. But the murky outlook meant that they were still not cheap enough for some investors.</p><p>&#34;We think the time to go long in equities is still ahead of us until we see signs that the market has bottomed,&#34; said Jake Jolly, senior investment strategist at BNY Mellon, who has been increasing his allocation to short duration sovereign bonds.</p><p>&#34;The market is getting closer and closer to pricing in this recession that is widely expected but it is not yet fully priced in.&#34;</p><p>Rough week in global equities https://graphics.reuters.com/USA-STOCKS/GLOBAL/dwvkrxoxapm/chart.png</p><p>Goldman Sachs strategists on Friday lowered their year-end target for the benchmark U.S. stock index, the S&amp;P 500, to 3,600 from 4,300. The index was last at 3,693.23.</p><p>Bond yields, which move inversely to prices, surged across the world. Yields on the benchmark U.S. 10-year Treasury hit their highest level in more than 12 years, while Germany&#39;s two-year bond yield rose above 2% for the first time since late 2008. In the UK, five year gilts leapt 50 bps -- their biggest one-day jump since at least late 1991, according to Refinitiv data.</p><p>&#34;At some point, the fears will shift from inflation to growth,&#34; said Matthew Nest, global head of active fixed income at State Street Global Advisors, who thinks bond yields have moved so high they are starting to look &#34;pretty attractive.&#34;</p><p>Investors fear things will get worse before they get better.</p><p>&#34;The question is now not whether we are going into a recession, it is how deep will the recession be, and might we have some form of financial crisis and major global liquidity shock,&#34; said Mike Riddell, a senior fixed income portfolio manager at Allianz Global Investors in London.</p><p>Because monetary policy tends to work with a lag, Riddell estimates the renewed hawkishness from central banks means the global economy will be even weaker by the middle of next year.</p><p>&#34;We are of the view that markets are still massively underestimating the global economic growth hit that is coming,&#34; he 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>After Feverish Week, Global Investors Lick Wounds and Brace for More Chaos</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\">\nAfter Feverish Week, Global Investors Lick Wounds and Brace for More Chaos\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\">2022-09-25 16:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Global investors are preparing for more market mayhem after a monumental week that whipsawed asset prices around the world, as central banks and governments ramped up their fight against inflation.</p><p>Signs of extraordinary times were everywhere. The Federal Reserve delivered its third straight seventy-five basis point rate hike while Japan intervened to shore up the yen for the first time since 1998. The British pound slid to a fresh 37-year trough against the dollar after the country&#39;s new finance minister unleashed historic tax cuts and huge increases in borrowing.</p><p>&#34;It&#39;s hard to know what will break where, and when,&#34; said Mike Kelly, head of multi-asset at PineBridge Investments (US). &#34;Before, the thinking had been that a recession would be short and shallow. Now we&#39;re throwing that away and thinking about the unintended consequences of much tighter monetary policy.&#34;</p><p>Stocks plunged everywhere. The Dow Jones Industrial Average nearly joined the S&amp;P 500 and Nasdaq in a bear market while bonds tumbled to their lowest level in years as investors recalibrated their portfolios to a world of persistent inflation and rising interest rates.</p><p>Towering above it all was the U.S. dollar, which has rocketed to its highest level in 20 years against a basket of currencies, lifted in part by investors seeking shelter from the wild swings in markets.</p><p>&#34;Currency exchange rates ... are now violent in their moves,&#34; said David Kotok, chairman and chief investment officer at Cumberland Advisors. &#34;When governments and central banks are in the business of setting the interest rates they are shifting the volatility to the currency markets.&#34;</p><p>For now, the selloffs across asset classes have drawn few bargain hunters. In fact, many believe things are bound to get worse as tighter monetary policy across the globe raises the risks of a worldwide recession.</p><p>&#34;We remain cautious,&#34; said Russ Koesterich, who oversees the Global Allocation Fund for Blackrock, the world&#39;s largest asset manager, noting his allocation to equities is &#34;well below benchmark&#34; and he is also cautious on bonds.</p><p>&#34;I think there&#39;s a lot of uncertainty on how quickly inflation will come down, there&#39;s a lot of uncertainty about whether or not the Fed will go through with as an aggressive tightening campaign as they signaled this week.&#34;</p><p>Kotok said he is positioned conservatively with high cash levels. &#34;I&#39;d like to see enough of a selloff to make entry attractive in the U.S. stockmarket,&#34; Kotok said.</p><p>The fallout from the hectic week exacerbated trends for stocks and bonds that have been in place all year, pushing down prices for both asset classes. But the murky outlook meant that they were still not cheap enough for some investors.</p><p>&#34;We think the time to go long in equities is still ahead of us until we see signs that the market has bottomed,&#34; said Jake Jolly, senior investment strategist at BNY Mellon, who has been increasing his allocation to short duration sovereign bonds.</p><p>&#34;The market is getting closer and closer to pricing in this recession that is widely expected but it is not yet fully priced in.&#34;</p><p>Rough week in global equities https://graphics.reuters.com/USA-STOCKS/GLOBAL/dwvkrxoxapm/chart.png</p><p>Goldman Sachs strategists on Friday lowered their year-end target for the benchmark U.S. stock index, the S&amp;P 500, to 3,600 from 4,300. The index was last at 3,693.23.</p><p>Bond yields, which move inversely to prices, surged across the world. Yields on the benchmark U.S. 10-year Treasury hit their highest level in more than 12 years, while Germany&#39;s two-year bond yield rose above 2% for the first time since late 2008. In the UK, five year gilts leapt 50 bps -- their biggest one-day jump since at least late 1991, according to Refinitiv data.</p><p>&#34;At some point, the fears will shift from inflation to growth,&#34; said Matthew Nest, global head of active fixed income at State Street Global Advisors, who thinks bond yields have moved so high they are starting to look &#34;pretty attractive.&#34;</p><p>Investors fear things will get worse before they get better.</p><p>&#34;The question is now not whether we are going into a recession, it is how deep will the recession be, and might we have some form of financial crisis and major global liquidity shock,&#34; said Mike Riddell, a senior fixed income portfolio manager at Allianz Global Investors in London.</p><p>Because monetary policy tends to work with a lag, Riddell estimates the renewed hawkishness from central banks means the global economy will be even weaker by the middle of next year.</p><p>&#34;We are of the view that markets are still massively underestimating the global economic growth hit that is coming,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270440281","content_text":"(Reuters) - Global investors are preparing for more market mayhem after a monumental week that whipsawed asset prices around the world, as central banks and governments ramped up their fight against inflation.Signs of extraordinary times were everywhere. The Federal Reserve delivered its third straight seventy-five basis point rate hike while Japan intervened to shore up the yen for the first time since 1998. The British pound slid to a fresh 37-year trough against the dollar after the country's new finance minister unleashed historic tax cuts and huge increases in borrowing.\"It's hard to know what will break where, and when,\" said Mike Kelly, head of multi-asset at PineBridge Investments (US). \"Before, the thinking had been that a recession would be short and shallow. Now we're throwing that away and thinking about the unintended consequences of much tighter monetary policy.\"Stocks plunged everywhere. The Dow Jones Industrial Average nearly joined the S&P 500 and Nasdaq in a bear market while bonds tumbled to their lowest level in years as investors recalibrated their portfolios to a world of persistent inflation and rising interest rates.Towering above it all was the U.S. dollar, which has rocketed to its highest level in 20 years against a basket of currencies, lifted in part by investors seeking shelter from the wild swings in markets.\"Currency exchange rates ... are now violent in their moves,\" said David Kotok, chairman and chief investment officer at Cumberland Advisors. \"When governments and central banks are in the business of setting the interest rates they are shifting the volatility to the currency markets.\"For now, the selloffs across asset classes have drawn few bargain hunters. In fact, many believe things are bound to get worse as tighter monetary policy across the globe raises the risks of a worldwide recession.\"We remain cautious,\" said Russ Koesterich, who oversees the Global Allocation Fund for Blackrock, the world's largest asset manager, noting his allocation to equities is \"well below benchmark\" and he is also cautious on bonds.\"I think there's a lot of uncertainty on how quickly inflation will come down, there's a lot of uncertainty about whether or not the Fed will go through with as an aggressive tightening campaign as they signaled this week.\"Kotok said he is positioned conservatively with high cash levels. \"I'd like to see enough of a selloff to make entry attractive in the U.S. stockmarket,\" Kotok said.The fallout from the hectic week exacerbated trends for stocks and bonds that have been in place all year, pushing down prices for both asset classes. But the murky outlook meant that they were still not cheap enough for some investors.\"We think the time to go long in equities is still ahead of us until we see signs that the market has bottomed,\" said Jake Jolly, senior investment strategist at BNY Mellon, who has been increasing his allocation to short duration sovereign bonds.\"The market is getting closer and closer to pricing in this recession that is widely expected but it is not yet fully priced in.\"Rough week in global equities https://graphics.reuters.com/USA-STOCKS/GLOBAL/dwvkrxoxapm/chart.pngGoldman Sachs strategists on Friday lowered their year-end target for the benchmark U.S. stock index, the S&P 500, to 3,600 from 4,300. The index was last at 3,693.23.Bond yields, which move inversely to prices, surged across the world. Yields on the benchmark U.S. 10-year Treasury hit their highest level in more than 12 years, while Germany's two-year bond yield rose above 2% for the first time since late 2008. In the UK, five year gilts leapt 50 bps -- their biggest one-day jump since at least late 1991, according to Refinitiv data.\"At some point, the fears will shift from inflation to growth,\" said Matthew Nest, global head of active fixed income at State Street Global Advisors, who thinks bond yields have moved so high they are starting to look \"pretty attractive.\"Investors fear things will get worse before they get better.\"The question is now not whether we are going into a recession, it is how deep will the recession be, and might we have some form of financial crisis and major global liquidity shock,\" said Mike Riddell, a senior fixed income portfolio manager at Allianz Global Investors in London.Because monetary policy tends to work with a lag, Riddell estimates the renewed hawkishness from central banks means the global economy will be even weaker by the middle of next year.\"We are of the view that markets are still massively underestimating the global economic growth hit that is coming,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993762847,"gmtCreate":1660736717691,"gmtModify":1676536388988,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993762847","repostId":"2260890097","repostType":4,"repost":{"id":"2260890097","pubTimestamp":1660735731,"share":"https://www.laohu8.com/m/news/2260890097?lang=&edition=full","pubTime":"2022-08-17 19:28","market":"us","language":"en","title":"7 EV Stocks Set to Soar on the Electric Vehicle Tax Credit News","url":"https://stock-news.laohu8.com/highlight/detail?id=2260890097","media":"InvestorPlace","summary":"These EV stocks could potentially benefit from the budget recently passed by Congress.Fisker (FSR): Its pre-order customers could retain eligibility for the existing EV tax credit by converting their ","content":"<html><head></head><body><ul><li>These EV stocks could potentially benefit from the budget recently passed by Congress.</li><li><b>Fisker</b> (<b>FSR</b>): Its pre-order customers could retain eligibility for the existing EV tax credit by converting their reservations into binding sales contracts.</li><li><b>ChargePoint</b> (<b>CHPT</b>): The Inflation Reduction Act will boost the company&#39;s EV sales and the need for EV chargers.</li><li><b><a href=\"https://laohu8.com/S/BLNK\">Blink Charging</a></b> (<b>BLNK</b>): Its revenues have been growing at a rapid clip, and government initiatives will help it achieve profitability.</li><li><b>Workhorse</b> (<b>WKHS</b>): Its issues have been resolved, and it is looking to launch new trucks in Q4.</li><li><b>Rivian </b>(<b>RIVN</b>): The EV maker&#39;s deliveries are growing at an incredible pace, and its colossal cash balance puts it in an excellent position to grow.</li><li><b>Daimler Truck Holding</b> (OTC:<b><u>DTRUY</u></b>): Electric truck sales are rising at an extraordinary pace, positioning the firm well.</li><li><b>Ford</b> (<b>F</b>): Its EV business could potentially grow by 90% if all goes to according to its plan.</li></ul><p><img src=\"https://static.tigerbbs.com/1d75e286bc20101d575d48126146696f\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: Shutterstock</p><p>The climate and energy provisions within the budget recently passed by Congress have the electric vehicle (EV) sector buzzing. Clearly, some EV makers will gain from the legislation and some will lose, so investors must have their due diligence in place when investing in EV stocks.</p><p>The two obvious goals of the bill are to make EVs more affordable and limit EV makers’ purchases of supplies from Chinese companies. Auto-industry experts are concerned that the proposed $7,500 tax credits for EV buyers come with a tad too many requirements.</p><p>Nevertheless, there are some clear winners from the package. Firstly, EV producers focusing on trucks and heavy-duty vehicles will benefit immensely. Moreover, EV infrastructure providers based in the U.S. will also benefit from the incentives to buy supplies from domestic companies.</p><p>Additionally, some auto experts believe that the new incentives could spur a rapid transition to EVs by the commercial sector. Having said that, let’s look at some EV stocks that could potentially be boosted by the legislation.</p><table border=\"1\"><tbody><tr><td><b><u>FSR</u></b></td><td>Fisker</td><td>$8.86</td></tr><tr><td><b><u>CHPT</u></b></td><td>ChargePoint</td><td>$18.19</td></tr><tr><td><b><u>BLNK</u></b></td><td>Blink Charging</td><td>$25.08</td></tr><tr><td><b><u>WKHS</u></b></td><td>Workhorse</td><td>$4.06</td></tr><tr><td><b><u>RIVN</u></b></td><td>Rivian</td><td>$37.11</td></tr><tr><td><b><u>DTRUY</u></b></td><td>Daimler Truck</td><td>$14.56</td></tr><tr><td><b><u>F</u></b></td><td>Ford</td><td>$16.41</td></tr></tbody></table><h2>Fisker (FSR)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/11a82ecc2d22b02efe164f887306fc19\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: T. Schneider / Shutterstock.com</p><p>U.S.-based<b> Fisker</b> (NASDAQ:<b>FSR</b>) is a start-up EV maker that is currently in the pre-production phase. With over 50,000 reservations for its flagship Ocean model and close to $1 billion of funding, Fisker is one of the most promising firms in the space. It has an asset-light business model and is using partnerships to grow quickly.</p><p>The company will soon start producing its first model, the Ocean SUV. Fisker expects to significantly ramp up its production from 50,000 EVs in 2023 to 150,000 EVs in 2024.</p><p>Its direct-to-consumer distribution strategy should help it limit its costs and speed up its production. Furthermore, Fisker believes that consumers who pre-ordered its EVs can qualify for the expiring $7,500 tax credit  by converting their reservations into binding sales contracts.</p><p>Given these points, FSR remains one of the more fascinating bets in the EV space, and it is definitely worth considering.</p><h2>ChargePoint (CHPT)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e1a1e7244a87b93f366b9b95a134ff09\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: YuniqueB / Shutterstock.com</p><p><b>ChargePoint</b> (NYSE:<b>CHPT</b>)  is the leading operator of  EV chargers, with 188,000 activated ports and another 320,000 that are accessible via roaming. Its penetration in the U.S. and Europe is second to none. Apart from its hardware business, it generates a ton of revenue through its software products, which provide several benefits for its fleet customers and its commercial clients.</p><p>CHPT has established itself as a top player in its niche, and its sales soared 65% in 2021 to $242 million.</p><p>For the company, it’s all about growing sufficiently to become profitable. The proliferation of EVs will help CHPT break even in the next few years, and recent developments, including the Inflation Reduction Act, will help speed up the process significantly.</p><p>According to Precedence Research, the worldwide EV charging market could grow at an incredible compound average annual growth rate of 28% between 2022 and 2030.</p><h2>Blink Charging (BLNK)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/c03daf89f4968f9ca14bd3baaef84274\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: David Tonelson/Shutterstock.com</p><p><b>Blink Charging</b> (NASDAQ:<b>BLNK</b>) operates the second-highest number of EV chargers after CHPT. Like its peers, it remains in hyper-growth mode, and the support that it will obtain from the U.S. government will prove to be a major, positive catalyst for CHPT stock.</p><p>In  recent quarters, the company’s sales have been increasing by triple-digit-percentage levels year-over-year, comfortably outpacing the growth of its peers. Moreover, with an average 34% gross profit margin over a five-year period, BLNK has done much better than its peers when it comes to that metric.</p><p>Blink seems to be doing much better in terms of its fundamentals than CHPT. Its revenues have been growing significantly faster than its competitor, as Blink’s top line soared 163% YOY in Q2. Growing EV adoption will further solidify its business and enable it to achieve profitability.</p><h2>Workhorse (WKHS)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ce0cba1fea76435f9cd8d097afad5bef\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: rblfmr / Shutterstock.com</p><p><b>Workhorse</b> (NASDAQ:<b>WKHS</b>)  designs and produces last-mile delivery trucks. Moreover, it offers a cloud-based telematics monitoring system for commercial fleets</p><p>Its shares are trading more than 80% below their peak valuation and are priced more attractively than ever before. WKHS stock took a hit after it was announced that federal authorities were investigating the safety issues of its C1000 electric van. The company has complied with the government’s requests  and is looking to ramp up the production of the van.</p><p>Workhorse has an extensive strategic roadmap: It will be looking to sell 250 vehicles this year and generate revenue of  $25 million. Additionally, it boasts a cash balance of $167 million with a debt-free balance sheet.</p><h2>Rivian (RIVN)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/68f4b76fb80a787d9b7ece035c1f976a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Michael Vi / Shutterstock</p><p><b>Rivian </b>(NASDAQ:<b>RIVN</b>) was one of the hottest EV stocks whose shares started trading last year. The EV pickup truck maker attracted attention from companies such as <b>Amazon</b>  (NASDAQ:<b><u>AMZN</u></b>), which ordered 100,00 delivery EVs from Rivian.</p><p>The EV maker produces three main vehicles: Its delivery van (<b>EDV</b>), the R1T pickup truck, and the R1S SUV. In contrast to most of its peers, it is looking to vertically integrate key aspects of the business, including its software stack, to save money over the long-term.</p><p>Rivian wrapped up a solid second quarter, as its EV deliveries jumped 264% versus Q1 to 4,467 vehicles, versus analysts’ average estimate of about 1,500. Additionally, Rivian reiterated its intention  to produce 25,000 cars by the end of this year.</p><p>Moreover, although Rivian is still burning truckloads of cash, it had approximately $15.5 billion of cash and cash equivalents as of the end of last quarter. As a result, it remains in an excellent position to turn on the afterburners and ramp up its production.</p><h2><b>Daimler Truck Holding</b> (DTRUY)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/4e806a1ce1b110d57cb1aed99c753083\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Tobias Arhelger / Shutterstock.com</p><p><b>Daimler</b> Truck Holding (OTCMKTS:<b><u>DTRUY</u></b>) is a German company which produces electric trucks and electric buses. The firm was spun off by <b>Daimler AG</b>, the company behind the Mercedes Benz brand. The company wants Daimler Truck to focus on zero-emissions technology and software businesses.</p><p>The truck and bus manufacturer’s sales climbed 18% YOY to €12.1 billion in Q2, exceeding analysts’ average estimate of 11.8 billion euros. Daimler Truck’s  EBIT, excluding some items, climbed 15% YOY to 1.01 billion euros.</p><p>Sales of electric trucks continue to rise at an extraordinary pace. Moreover, Daimler Truck stands to benefit immensely from the proposed government incentives for the manufacturers of electric trucks for companies</p><h2>Ford (F)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/8f2a0f3d677a90ffec184c1164d5366b\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Vitaliy Karimov / Shutterstock.com</p><p>Automotive giant <b>Ford</b> (NYSE:<b>F</b>) had an amazing second quarter, marked by a 57% YOY increase in its revenues and a 50% bump in its dividend which lifted its payout to pre-pandemic levels. Ford now offers a significant dividend yield of  2.45%. Moreover, it reiterated its full-year 2022 guidance, which includes a 15%-25% YOY increase in its EBITDA, excluding certain items.</p><p>Furthermore, Ford’s investments in the EV space are paying off, and its supply chains are in remarkably good shape and well-positioned to support its ambitious growth objectives.</p><p>Additionally, it predicts that, by the end of 2023, it will be producing EVs at an annualized rate of 600,000 level, and it estimates that its EV production could reach 2 million by the end of 2026.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 EV Stocks Set to Soar on the Electric Vehicle Tax Credit News</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 EV Stocks Set to Soar on the Electric Vehicle Tax Credit News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 19:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/7-ev-stocks-set-to-soar-on-the-electric-vehicle-tax-credit-news/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These EV stocks could potentially benefit from the budget recently passed by Congress.Fisker (FSR): Its pre-order customers could retain eligibility for the existing EV tax credit by converting their ...</p>\n\n<a href=\"https://investorplace.com/2022/08/7-ev-stocks-set-to-soar-on-the-electric-vehicle-tax-credit-news/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","WKHS":"Workhorse Group, Inc.","DTRUY":"DAIMLER TRUCK HLDG AG","BLNK":"Blink Charging","FSR":"菲斯克","RIVN":"Rivian Automotive, Inc.","CHPT":"ChargePoint Holdings Inc."},"source_url":"https://investorplace.com/2022/08/7-ev-stocks-set-to-soar-on-the-electric-vehicle-tax-credit-news/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260890097","content_text":"These EV stocks could potentially benefit from the budget recently passed by Congress.Fisker (FSR): Its pre-order customers could retain eligibility for the existing EV tax credit by converting their reservations into binding sales contracts.ChargePoint (CHPT): The Inflation Reduction Act will boost the company's EV sales and the need for EV chargers.Blink Charging (BLNK): Its revenues have been growing at a rapid clip, and government initiatives will help it achieve profitability.Workhorse (WKHS): Its issues have been resolved, and it is looking to launch new trucks in Q4.Rivian (RIVN): The EV maker's deliveries are growing at an incredible pace, and its colossal cash balance puts it in an excellent position to grow.Daimler Truck Holding (OTC:DTRUY): Electric truck sales are rising at an extraordinary pace, positioning the firm well.Ford (F): Its EV business could potentially grow by 90% if all goes to according to its plan.Source: ShutterstockThe climate and energy provisions within the budget recently passed by Congress have the electric vehicle (EV) sector buzzing. Clearly, some EV makers will gain from the legislation and some will lose, so investors must have their due diligence in place when investing in EV stocks.The two obvious goals of the bill are to make EVs more affordable and limit EV makers’ purchases of supplies from Chinese companies. Auto-industry experts are concerned that the proposed $7,500 tax credits for EV buyers come with a tad too many requirements.Nevertheless, there are some clear winners from the package. Firstly, EV producers focusing on trucks and heavy-duty vehicles will benefit immensely. Moreover, EV infrastructure providers based in the U.S. will also benefit from the incentives to buy supplies from domestic companies.Additionally, some auto experts believe that the new incentives could spur a rapid transition to EVs by the commercial sector. Having said that, let’s look at some EV stocks that could potentially be boosted by the legislation.FSRFisker$8.86CHPTChargePoint$18.19BLNKBlink Charging$25.08WKHSWorkhorse$4.06RIVNRivian$37.11DTRUYDaimler Truck$14.56FFord$16.41Fisker (FSR)Source: T. Schneider / Shutterstock.comU.S.-based Fisker (NASDAQ:FSR) is a start-up EV maker that is currently in the pre-production phase. With over 50,000 reservations for its flagship Ocean model and close to $1 billion of funding, Fisker is one of the most promising firms in the space. It has an asset-light business model and is using partnerships to grow quickly.The company will soon start producing its first model, the Ocean SUV. Fisker expects to significantly ramp up its production from 50,000 EVs in 2023 to 150,000 EVs in 2024.Its direct-to-consumer distribution strategy should help it limit its costs and speed up its production. Furthermore, Fisker believes that consumers who pre-ordered its EVs can qualify for the expiring $7,500 tax credit  by converting their reservations into binding sales contracts.Given these points, FSR remains one of the more fascinating bets in the EV space, and it is definitely worth considering.ChargePoint (CHPT)Source: YuniqueB / Shutterstock.comChargePoint (NYSE:CHPT)  is the leading operator of  EV chargers, with 188,000 activated ports and another 320,000 that are accessible via roaming. Its penetration in the U.S. and Europe is second to none. Apart from its hardware business, it generates a ton of revenue through its software products, which provide several benefits for its fleet customers and its commercial clients.CHPT has established itself as a top player in its niche, and its sales soared 65% in 2021 to $242 million.For the company, it’s all about growing sufficiently to become profitable. The proliferation of EVs will help CHPT break even in the next few years, and recent developments, including the Inflation Reduction Act, will help speed up the process significantly.According to Precedence Research, the worldwide EV charging market could grow at an incredible compound average annual growth rate of 28% between 2022 and 2030.Blink Charging (BLNK)Source: David Tonelson/Shutterstock.comBlink Charging (NASDAQ:BLNK) operates the second-highest number of EV chargers after CHPT. Like its peers, it remains in hyper-growth mode, and the support that it will obtain from the U.S. government will prove to be a major, positive catalyst for CHPT stock.In  recent quarters, the company’s sales have been increasing by triple-digit-percentage levels year-over-year, comfortably outpacing the growth of its peers. Moreover, with an average 34% gross profit margin over a five-year period, BLNK has done much better than its peers when it comes to that metric.Blink seems to be doing much better in terms of its fundamentals than CHPT. Its revenues have been growing significantly faster than its competitor, as Blink’s top line soared 163% YOY in Q2. Growing EV adoption will further solidify its business and enable it to achieve profitability.Workhorse (WKHS)Source: rblfmr / Shutterstock.comWorkhorse (NASDAQ:WKHS)  designs and produces last-mile delivery trucks. Moreover, it offers a cloud-based telematics monitoring system for commercial fleetsIts shares are trading more than 80% below their peak valuation and are priced more attractively than ever before. WKHS stock took a hit after it was announced that federal authorities were investigating the safety issues of its C1000 electric van. The company has complied with the government’s requests  and is looking to ramp up the production of the van.Workhorse has an extensive strategic roadmap: It will be looking to sell 250 vehicles this year and generate revenue of  $25 million. Additionally, it boasts a cash balance of $167 million with a debt-free balance sheet.Rivian (RIVN)Source: Michael Vi / ShutterstockRivian (NASDAQ:RIVN) was one of the hottest EV stocks whose shares started trading last year. The EV pickup truck maker attracted attention from companies such as Amazon  (NASDAQ:AMZN), which ordered 100,00 delivery EVs from Rivian.The EV maker produces three main vehicles: Its delivery van (EDV), the R1T pickup truck, and the R1S SUV. In contrast to most of its peers, it is looking to vertically integrate key aspects of the business, including its software stack, to save money over the long-term.Rivian wrapped up a solid second quarter, as its EV deliveries jumped 264% versus Q1 to 4,467 vehicles, versus analysts’ average estimate of about 1,500. Additionally, Rivian reiterated its intention  to produce 25,000 cars by the end of this year.Moreover, although Rivian is still burning truckloads of cash, it had approximately $15.5 billion of cash and cash equivalents as of the end of last quarter. As a result, it remains in an excellent position to turn on the afterburners and ramp up its production.Daimler Truck Holding (DTRUY)Source: Tobias Arhelger / Shutterstock.comDaimler Truck Holding (OTCMKTS:DTRUY) is a German company which produces electric trucks and electric buses. The firm was spun off by Daimler AG, the company behind the Mercedes Benz brand. The company wants Daimler Truck to focus on zero-emissions technology and software businesses.The truck and bus manufacturer’s sales climbed 18% YOY to €12.1 billion in Q2, exceeding analysts’ average estimate of 11.8 billion euros. Daimler Truck’s  EBIT, excluding some items, climbed 15% YOY to 1.01 billion euros.Sales of electric trucks continue to rise at an extraordinary pace. Moreover, Daimler Truck stands to benefit immensely from the proposed government incentives for the manufacturers of electric trucks for companiesFord (F)Source: Vitaliy Karimov / Shutterstock.comAutomotive giant Ford (NYSE:F) had an amazing second quarter, marked by a 57% YOY increase in its revenues and a 50% bump in its dividend which lifted its payout to pre-pandemic levels. Ford now offers a significant dividend yield of  2.45%. Moreover, it reiterated its full-year 2022 guidance, which includes a 15%-25% YOY increase in its EBITDA, excluding certain items.Furthermore, Ford’s investments in the EV space are paying off, and its supply chains are in remarkably good shape and well-positioned to support its ambitious growth objectives.Additionally, it predicts that, by the end of 2023, it will be producing EVs at an annualized rate of 600,000 level, and it estimates that its EV production could reach 2 million by the end of 2026.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010128331,"gmtCreate":1648297657793,"gmtModify":1676534326131,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010128331","repostId":"1196027616","repostType":4,"repost":{"id":"1196027616","pubTimestamp":1648255536,"share":"https://www.laohu8.com/m/news/1196027616?lang=&edition=full","pubTime":"2022-03-26 08:45","market":"us","language":"en","title":"Stock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1196027616","media":"MarketWatch","summary":"Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of p","content":"<html><head></head><body><p>Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.</p><p>They don’t always agree on which part of the curve is best to watch though.</p><p>“Yield curve inversion, and flatting, has been at the forefront for everyone,” said Pete Duffy, chief investment officer at Penn Capital Management Company, in Philadelphia, by phone.</p><p>“That’s because the Fed is so active and rates suddenly have gone up so quickly.”</p><p>An inversion of the yield curve happens when rates on longer bonds fall below those of shorter-term debt, a sign that investors think economic woes could lie ahead. Fears of an economic slowdown have been mounting as the Federal Reserve starts to tighten financial conditions while Russia’s Ukraine invasion threatens to keep key drivers of U.S. inflation high.</p><p>Lately, the attention has been on the 10-year Treasury yield TMUBMUSD10Y, 2.478% and shorter 2-year yield, where the spread fell to 13 basis points on Tuesday, up from a high of about 130 basis points five months ago.</p><p>Read: The yield curve is speeding toward inversion — here’s what investors need to know</p><p>But that’s not the only plot on the Treasury yield curve investors closely watch. The Treasury Department sells securities that mature in a range from a few days to 30 years, providing a lot of plots on the curve to follow.</p><p>“The focus has been on the 10s and 2s,” said Mark Heppenstall, chief investment officer at Penn Mutual Asset Management, in Horsham, Penn, a northern suburb of Philadelphia.</p><p>“I will hold out until the 10s to 3-month bills inverts before I turn too negative on the economic outlook,” he said, calling it “the best leading indicator of trouble ahead.”</p><h2>Watch 10-year, 3-month</h2><p>Instead of falling, that spread climbed in March, continuing its path higher since turning negative two years ago at the onset of the pandemic (see chart).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fe28818cd1806ee5afd5519332cf483\" tg-width=\"700\" tg-height=\"579\" width=\"100%\" height=\"auto\"/><span>The 3-month to 10-year yield spread is climbing Bloomberg data, Goelzer Investment Management</span></p><p>“The 3-month Treasury bill really tracks the Federal Reserve’s target rate,” said Gavin Stephens, director of portfolio management at Goelzer Investment Management in Indiana, by phone.</p><p>“So it gives you a more immediate picture of if the Federal Reserve has entered a restrictive state in terms of monetary policy and, thus, giving the possibility that economic growth is going to contract, which would be bad for stocks.”</p><p>Stocks were lower Friday, but with the S&amp;P 500 index SPX, +0.51% and the Nasdaq Composite Index COMP, -0.16% still up about 1.2% on the week. The three major indexes were 4.5% to 10.1% lower so far in 2022, according to FactSet.</p><p>By watching the 10s and 2s TMUBMUSD02Y, 2.280% spread, “You are looking at the expectations of where Fed Reserve interest rate policy is going to be over a period of two years,” Stephens said. “So, effectively, it’s working with a lag.”</p><p>On average, from the time the 10s and 2s curve inverts, until “there’s a recession, it’s almost two years,” he said, predicting that with unemployment recently pegged around 3.8% that, “this curve is going to invert when the economy is really strong.”</p><p>The Federal Reserve Bank of San Francisco also called the 3-month TMUBMUSD03M, 0.535% and 10-year curve relationship its “preferred spread measure because it has the strongest predictive power for future recessions,” such as in 2019, back when the yield curve was more regularly flashing recession warning signs.</p><p>“Did it see COVID coming?” Duffy said, of earlier yield curve inversions.</p><p>A more likely catalyst was that investors already were on a recession watch, with the American economy in its longest expansion period on record.</p><p>“There are a number of these curves that you need to look at in totality,” Duffy said. “We’ve always said look at many signals.”</p></body></html>","source":"lsy1603348471595","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>Stock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"</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; 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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\">\nStock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 08:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.They don’t always agree on which part of the curve is best to watch though.“...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page\">Web Link</a>\n\n</div>\n\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://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196027616","content_text":"Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.They don’t always agree on which part of the curve is best to watch though.“Yield curve inversion, and flatting, has been at the forefront for everyone,” said Pete Duffy, chief investment officer at Penn Capital Management Company, in Philadelphia, by phone.“That’s because the Fed is so active and rates suddenly have gone up so quickly.”An inversion of the yield curve happens when rates on longer bonds fall below those of shorter-term debt, a sign that investors think economic woes could lie ahead. Fears of an economic slowdown have been mounting as the Federal Reserve starts to tighten financial conditions while Russia’s Ukraine invasion threatens to keep key drivers of U.S. inflation high.Lately, the attention has been on the 10-year Treasury yield TMUBMUSD10Y, 2.478% and shorter 2-year yield, where the spread fell to 13 basis points on Tuesday, up from a high of about 130 basis points five months ago.Read: The yield curve is speeding toward inversion — here’s what investors need to knowBut that’s not the only plot on the Treasury yield curve investors closely watch. The Treasury Department sells securities that mature in a range from a few days to 30 years, providing a lot of plots on the curve to follow.“The focus has been on the 10s and 2s,” said Mark Heppenstall, chief investment officer at Penn Mutual Asset Management, in Horsham, Penn, a northern suburb of Philadelphia.“I will hold out until the 10s to 3-month bills inverts before I turn too negative on the economic outlook,” he said, calling it “the best leading indicator of trouble ahead.”Watch 10-year, 3-monthInstead of falling, that spread climbed in March, continuing its path higher since turning negative two years ago at the onset of the pandemic (see chart).The 3-month to 10-year yield spread is climbing Bloomberg data, Goelzer Investment Management“The 3-month Treasury bill really tracks the Federal Reserve’s target rate,” said Gavin Stephens, director of portfolio management at Goelzer Investment Management in Indiana, by phone.“So it gives you a more immediate picture of if the Federal Reserve has entered a restrictive state in terms of monetary policy and, thus, giving the possibility that economic growth is going to contract, which would be bad for stocks.”Stocks were lower Friday, but with the S&P 500 index SPX, +0.51% and the Nasdaq Composite Index COMP, -0.16% still up about 1.2% on the week. The three major indexes were 4.5% to 10.1% lower so far in 2022, according to FactSet.By watching the 10s and 2s TMUBMUSD02Y, 2.280% spread, “You are looking at the expectations of where Fed Reserve interest rate policy is going to be over a period of two years,” Stephens said. “So, effectively, it’s working with a lag.”On average, from the time the 10s and 2s curve inverts, until “there’s a recession, it’s almost two years,” he said, predicting that with unemployment recently pegged around 3.8% that, “this curve is going to invert when the economy is really strong.”The Federal Reserve Bank of San Francisco also called the 3-month TMUBMUSD03M, 0.535% and 10-year curve relationship its “preferred spread measure because it has the strongest predictive power for future recessions,” such as in 2019, back when the yield curve was more regularly flashing recession warning signs.“Did it see COVID coming?” Duffy said, of earlier yield curve inversions.A more likely catalyst was that investors already were on a recession watch, with the American economy in its longest expansion period on record.“There are a number of these curves that you need to look at in totality,” Duffy said. “We’ve always said look at many signals.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032138626,"gmtCreate":1647303779653,"gmtModify":1676534213914,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032138626","repostId":"2219209972","repostType":4,"repost":{"id":"2219209972","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":1647297540,"share":"https://www.laohu8.com/m/news/2219209972?lang=&edition=full","pubTime":"2022-03-15 06:39","market":"us","language":"en","title":"Tech, Growth Stocks Lead Wall Street to Lower Close as Investors Focus on Interest Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=2219209972","media":"Reuters","summary":"* Financial shares higher* Energy shares slip as Brent falls* All eyes on Fed policy meeting* Indexe","content":"<html><head></head><body><p>* Financial shares higher</p><p>* Energy shares slip as Brent falls</p><p>* All eyes on Fed policy meeting</p><p>* Indexes: Dow flat, S&amp;P 500 down 0.7%, Nasdaq down 2%</p><p>NEW YORK, March 14 (Reuters) - Major U.S. stock indexes closed mostly lower on Monday, led by a more than 2% drop in Nasdaq, as investors sold tech and big growth names ahead of this week&#39;s Federal Reserve meeting and an expected hike in interest rates.</p><p>The Dow ended flat, with financial and healthcare shares giving the index some support.</p><p>Developments in the Ukraine-Russia conflict added to investor caution as Russian and Ukrainian delegations held a fourth round of talks on Monday, but no progress was announced, while Russian forces allowed a first convoy of cars to escape Ukraine&#39;s besieged port of Mariupol.</p><p>Apple Inc shares fell 2.7% and weighed the most on the S&amp;P 500 and Nasdaq after its supplier Hon Hai Precision Industry Co Ltd, known as Foxconn, suspended operations in China&#39;s Shenzhen amid rising COVID-19 cases.</p><p>The Fed is expected to raise interest rates for the first time in three years Wednesday in an effort to combat rising inflation.</p><p>&#34;We&#39;re seeing that rotation into value and away from growth, and a lot of that is tied to what&#39;s happening to interest rates,&#34; said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p><p>&#34;Equity markets are going to be challenged going forward, and today is yet another example of that.&#34;</p><p>The technology sector and consumer discretionary were the biggest drags on the S&amp;P 500. Higher interest rates are a negative for tech and growth stocks because their valuations rely more heavily on future cash flows.</p><p>The Dow Jones Industrial Average rose 1.05 points to 32,945.24, the S&amp;P 500 lost 31.2 points, or 0.74%, to 4,173.11 and the Nasdaq Composite dropped 262.59 points, or 2.04%, to 12,581.22.</p><p>The Russell 2000 index of small capitalization stocks fell 1.9% and was down more than 20% from its November record closing high. The Cboe volatility index, also known as Wall Street&#39;s fear gauge, rose.</p><p>The S&amp;P financial index rose 1.3% as U.S. Treasury yields jumped to 2-1/2-year highs. The healthcare sector advanced 0.7%, with UnitedHealth Group up 1%.</p><p>Energy slid 2.9%, as Brent crude fell below $110 a barrel, a week after it rose as high as $139 due to the Ukraine crisis.</p><p>Oil and other commodity prices have shot up following tough Western sanctions against Russia.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.05-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 11 new 52-week highs and 32 new lows; the Nasdaq Composite recorded 26 new highs and 615 new lows.</p><p>Volume on U.S. exchanges was 14.26 billion shares, compared with the 13.7 billion average for the full session 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>Tech, Growth Stocks Lead Wall Street to Lower Close as Investors Focus on Interest Rates</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\">\nTech, Growth Stocks Lead Wall Street to Lower Close as Investors Focus on Interest Rates\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\">2022-03-15 06:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Financial shares higher</p><p>* Energy shares slip as Brent falls</p><p>* All eyes on Fed policy meeting</p><p>* Indexes: Dow flat, S&amp;P 500 down 0.7%, Nasdaq down 2%</p><p>NEW YORK, March 14 (Reuters) - Major U.S. stock indexes closed mostly lower on Monday, led by a more than 2% drop in Nasdaq, as investors sold tech and big growth names ahead of this week&#39;s Federal Reserve meeting and an expected hike in interest rates.</p><p>The Dow ended flat, with financial and healthcare shares giving the index some support.</p><p>Developments in the Ukraine-Russia conflict added to investor caution as Russian and Ukrainian delegations held a fourth round of talks on Monday, but no progress was announced, while Russian forces allowed a first convoy of cars to escape Ukraine&#39;s besieged port of Mariupol.</p><p>Apple Inc shares fell 2.7% and weighed the most on the S&amp;P 500 and Nasdaq after its supplier Hon Hai Precision Industry Co Ltd, known as Foxconn, suspended operations in China&#39;s Shenzhen amid rising COVID-19 cases.</p><p>The Fed is expected to raise interest rates for the first time in three years Wednesday in an effort to combat rising inflation.</p><p>&#34;We&#39;re seeing that rotation into value and away from growth, and a lot of that is tied to what&#39;s happening to interest rates,&#34; said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p><p>&#34;Equity markets are going to be challenged going forward, and today is yet another example of that.&#34;</p><p>The technology sector and consumer discretionary were the biggest drags on the S&amp;P 500. Higher interest rates are a negative for tech and growth stocks because their valuations rely more heavily on future cash flows.</p><p>The Dow Jones Industrial Average rose 1.05 points to 32,945.24, the S&amp;P 500 lost 31.2 points, or 0.74%, to 4,173.11 and the Nasdaq Composite dropped 262.59 points, or 2.04%, to 12,581.22.</p><p>The Russell 2000 index of small capitalization stocks fell 1.9% and was down more than 20% from its November record closing high. The Cboe volatility index, also known as Wall Street&#39;s fear gauge, rose.</p><p>The S&amp;P financial index rose 1.3% as U.S. Treasury yields jumped to 2-1/2-year highs. The healthcare sector advanced 0.7%, with UnitedHealth Group up 1%.</p><p>Energy slid 2.9%, as Brent crude fell below $110 a barrel, a week after it rose as high as $139 due to the Ukraine crisis.</p><p>Oil and other commodity prices have shot up following tough Western sanctions against Russia.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.05-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 11 new 52-week highs and 32 new lows; the Nasdaq Composite recorded 26 new highs and 615 new lows.</p><p>Volume on U.S. exchanges was 14.26 billion shares, compared with the 13.7 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF","BK4539":"次新股",".DJI":"道琼斯","IVV":"标普500指数ETF",".IXIC":"NASDAQ Composite","SH":"标普500反向ETF","OEX":"标普100","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","COMP":"Compass, Inc.","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","SPY":"标普500ETF","BK4079":"房地产服务","BK4581":"高盛持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219209972","content_text":"* Financial shares higher* Energy shares slip as Brent falls* All eyes on Fed policy meeting* Indexes: Dow flat, S&P 500 down 0.7%, Nasdaq down 2%NEW YORK, March 14 (Reuters) - Major U.S. stock indexes closed mostly lower on Monday, led by a more than 2% drop in Nasdaq, as investors sold tech and big growth names ahead of this week's Federal Reserve meeting and an expected hike in interest rates.The Dow ended flat, with financial and healthcare shares giving the index some support.Developments in the Ukraine-Russia conflict added to investor caution as Russian and Ukrainian delegations held a fourth round of talks on Monday, but no progress was announced, while Russian forces allowed a first convoy of cars to escape Ukraine's besieged port of Mariupol.Apple Inc shares fell 2.7% and weighed the most on the S&P 500 and Nasdaq after its supplier Hon Hai Precision Industry Co Ltd, known as Foxconn, suspended operations in China's Shenzhen amid rising COVID-19 cases.The Fed is expected to raise interest rates for the first time in three years Wednesday in an effort to combat rising inflation.\"We're seeing that rotation into value and away from growth, and a lot of that is tied to what's happening to interest rates,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.\"Equity markets are going to be challenged going forward, and today is yet another example of that.\"The technology sector and consumer discretionary were the biggest drags on the S&P 500. Higher interest rates are a negative for tech and growth stocks because their valuations rely more heavily on future cash flows.The Dow Jones Industrial Average rose 1.05 points to 32,945.24, the S&P 500 lost 31.2 points, or 0.74%, to 4,173.11 and the Nasdaq Composite dropped 262.59 points, or 2.04%, to 12,581.22.The Russell 2000 index of small capitalization stocks fell 1.9% and was down more than 20% from its November record closing high. The Cboe volatility index, also known as Wall Street's fear gauge, rose.The S&P financial index rose 1.3% as U.S. Treasury yields jumped to 2-1/2-year highs. The healthcare sector advanced 0.7%, with UnitedHealth Group up 1%.Energy slid 2.9%, as Brent crude fell below $110 a barrel, a week after it rose as high as $139 due to the Ukraine crisis.Oil and other commodity prices have shot up following tough Western sanctions against Russia.Declining issues outnumbered advancing ones on the NYSE by a 3.05-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored decliners.The S&P 500 posted 11 new 52-week highs and 32 new lows; the Nasdaq Composite recorded 26 new highs and 615 new lows.Volume on U.S. exchanges was 14.26 billion shares, compared with the 13.7 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030957264,"gmtCreate":1645619059772,"gmtModify":1676534045720,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030957264","repostId":"2213370839","repostType":4,"repost":{"id":"2213370839","pubTimestamp":1645608497,"share":"https://www.laohu8.com/m/news/2213370839?lang=&edition=full","pubTime":"2022-02-23 17:28","market":"us","language":"en","title":"Where Will Nvidia Be in 5 Years?","url":"https://stock-news.laohu8.com/highlight/detail?id=2213370839","media":"Motley Fool","summary":"Investors should focus on the big picture after the tech giant's latest results.","content":"<html><head></head><body><p>Shares of <b>Nvidia</b> (NASDAQ:NVDA) fell 7.5% following the release of the company&#39;s fiscal 2022 fourth-quarter results on Feb. 16. That market reaction is a tad surprising given that Nvidia crushed Wall Street&#39;s expectations nicely thanks to terrific growth in its top and bottom lines.</p><p>Nvidia posted record quarterly revenue of $7.64 billion, up 53% from the prior year, while adjusted earnings popped 69% year-over-year to $1.32 per share. Analysts were looking for $1.23 per share in earnings on revenue of $7.42 billion, but outstanding growth in three of its biggest businesses helped it beat expectations.</p><p>The graphics specialist also delivered a sizzling outlook, calling for 43% year-over-year revenue growth in the current quarter to $8.1 billion, compared to analysts&#39; revenue expectations of $7.3 billion. The steep decline in Nvidia stock despite such impressive numbers doesn&#39;t seem justified, especially considering that the company looks all set for solid growth over the next five years at least.</p><p>Let&#39;s see where Nvidia could stand after five years, and why investors could make a smart move by buying the stock right now.</p><h2>The gaming and data center businesses will power Nvidia higher</h2><p>Gaming was Nvidia&#39;s biggest source of revenue last quarter, generating nearly 45% of its top line. Nvidia&#39;s gaming revenue increased 37% year-over-year to $3.4 billion during the quarter thanks to the robust demand for its graphics processing units (GPUs) across both desktops and notebooks.</p><p>Nvidia has bombarded the market with an army of laptops and notebooks powered by its graphics cards. CFO Colette Kress remarked on the company&#39;s latest earnings conference call that its RTX 30 series cards will be powering more than 160 new laptop designs. At the same time, demand for Nvidia&#39;s high-end desktop graphics cards led to record desktop revenue last quarter.</p><p>It is easy to see why Nvidia&#39;s gaming business registered such terrific growth last quarter, and is on track to repeat that performance once again in the current <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as the guidance suggests. With 83% of the discrete GPU market under its control, according to Jon Peddie Research, Nvidia is in a solid position to corner most of the incremental sales in this market.</p><p>The GPU market is expected to clock impressive growth over the next five years. Allied Market Research estimates that the GPU market could clock 33.6% annual growth for the next five years, and exceed $200 billion in value by 2027. Nvidia is unlikely to loosen its grip over this space thanks to its technology lead over rivals.</p><p>Even better, the company is expected to release its next generation of gaming GPUs this year, which could pack more than twice the computing power of the current generation of cards. As such, Nvidia&#39;s hegemony in the GPU market is here to stay, and should accelerate its growth over the next five years.</p><p>The data center business, on the other hand, produced nearly 43% of Nvidia&#39;s revenue last quarter. The segment&#39;s revenue increased 71% year-over-year, which means that it grew at a faster pace than the company&#39;s gaming business. Again, the massive growth in this segment isn&#39;t surprising, as the company reportedly commands over 80% of the data center GPU market.</p><p>Hyperscale and cloud customers are buying Nvidia&#39;s data center GPUs hand over fist, with revenue from these customers more than doubling over the prior year. Meanwhile, Nvidia&#39;s revenue from GPUs, which are aimed at data centers, tripled year-over-year on account of the growth in artificial intelligence (AI) workloads.</p><p>Third-party research forecasts that the data center GPU market could be worth more than $20 billion by 2027, clocking in at an annual growth rate of 42% for the next five years. Nvidia is in an outstanding position to make the most of this opportunity thanks to its solid market share and fast-growing sales.</p><h2>The professional visualization business could explode</h2><p>Nvidia&#39;s professional visualization business generated a record $643 million in revenue last quarter, recording 109% growth over the prior-year period. The segment&#39;s outstanding growth was driven by an increase in demand for more expensive workstations, as well as the need for creating hybrid work environments using the company&#39;s graphics processing abilities.</p><p><b><a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Energy</b>, for instance, is using Nvidia&#39;s GPUs to map, view, and maintain its energy production and delivery facilities. Motion, on the other hand, is using the company&#39;s graphics cards to provide predictive vehicle maintenance. It wouldn&#39;t be surprising to see more companies use Nvidia&#39;s GPUs to digitize their physical operations, especially considering the proliferation of the metaverse.</p><p>The metaverse would encourage organizations to bring their physical operations into the virtual world, unlocking a massive growth opportunity for Nvidia. This explains why Nvidia&#39;s Omniverse enterprise software platform is witnessing solid initial traction &#34;with multiple significant enterprise licensees already signed.&#34;</p><p>With a minimum order value of $9,000 a year for its Omniverse Enterprise solution, the growth in the number of licensees using this platform could give the professional visualization business a nice shot in the arm. Additionally, the metaverse market is expected to grow from $45 billion in 2020 to $596 billion in 2027, indicating that the professional visualization business could be at the beginning of a remarkable growth curve, and become much bigger in the next five years than it is now.</p><h2>The next five years could make investors richer</h2><p>The massive growth opportunities discussed above and Nvidia&#39;s dominant position in multiple markets indicate why the company&#39;s earnings could clock a compound annual growth rate (CAGR) of nearly 35% for the next five years. At this pace, Nvidia&#39;s adjusted earnings could increase from $4.44 per share in fiscal 2022 to nearly $20 per share after five years.</p><p>Nvidia stock has traded at an average forward earnings multiple of 40 in the past five years. Assuming a similar multiple for the next five years and the projected earnings calculated above, Nvidia&#39;s stock price could hit $800. That would translate into a 225% upside from the company&#39;s closing stock price on Feb. 17. All this indicates that Nvidia is a top growth stock to buy right now, as it is trading at 63 times trailing earnings, which is a big discount to its 2021 average earnings multiple of 90.</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>Where Will Nvidia Be in 5 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; 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\">\nWhere Will Nvidia Be in 5 Years?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 17:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/22/where-will-nvidia-be-in-5-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Nvidia (NASDAQ:NVDA) fell 7.5% following the release of the company's fiscal 2022 fourth-quarter results on Feb. 16. That market reaction is a tad surprising given that Nvidia crushed Wall ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/22/where-will-nvidia-be-in-5-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4549":"软银资本持仓","BK4554":"元宇宙及AR概念","NVDA":"英伟达","BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4141":"半导体产品","BK4543":"AI","BK4567":"ESG概念","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4529":"IDC概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/02/22/where-will-nvidia-be-in-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2213370839","content_text":"Shares of Nvidia (NASDAQ:NVDA) fell 7.5% following the release of the company's fiscal 2022 fourth-quarter results on Feb. 16. That market reaction is a tad surprising given that Nvidia crushed Wall Street's expectations nicely thanks to terrific growth in its top and bottom lines.Nvidia posted record quarterly revenue of $7.64 billion, up 53% from the prior year, while adjusted earnings popped 69% year-over-year to $1.32 per share. Analysts were looking for $1.23 per share in earnings on revenue of $7.42 billion, but outstanding growth in three of its biggest businesses helped it beat expectations.The graphics specialist also delivered a sizzling outlook, calling for 43% year-over-year revenue growth in the current quarter to $8.1 billion, compared to analysts' revenue expectations of $7.3 billion. The steep decline in Nvidia stock despite such impressive numbers doesn't seem justified, especially considering that the company looks all set for solid growth over the next five years at least.Let's see where Nvidia could stand after five years, and why investors could make a smart move by buying the stock right now.The gaming and data center businesses will power Nvidia higherGaming was Nvidia's biggest source of revenue last quarter, generating nearly 45% of its top line. Nvidia's gaming revenue increased 37% year-over-year to $3.4 billion during the quarter thanks to the robust demand for its graphics processing units (GPUs) across both desktops and notebooks.Nvidia has bombarded the market with an army of laptops and notebooks powered by its graphics cards. CFO Colette Kress remarked on the company's latest earnings conference call that its RTX 30 series cards will be powering more than 160 new laptop designs. At the same time, demand for Nvidia's high-end desktop graphics cards led to record desktop revenue last quarter.It is easy to see why Nvidia's gaming business registered such terrific growth last quarter, and is on track to repeat that performance once again in the current one, as the guidance suggests. With 83% of the discrete GPU market under its control, according to Jon Peddie Research, Nvidia is in a solid position to corner most of the incremental sales in this market.The GPU market is expected to clock impressive growth over the next five years. Allied Market Research estimates that the GPU market could clock 33.6% annual growth for the next five years, and exceed $200 billion in value by 2027. Nvidia is unlikely to loosen its grip over this space thanks to its technology lead over rivals.Even better, the company is expected to release its next generation of gaming GPUs this year, which could pack more than twice the computing power of the current generation of cards. As such, Nvidia's hegemony in the GPU market is here to stay, and should accelerate its growth over the next five years.The data center business, on the other hand, produced nearly 43% of Nvidia's revenue last quarter. The segment's revenue increased 71% year-over-year, which means that it grew at a faster pace than the company's gaming business. Again, the massive growth in this segment isn't surprising, as the company reportedly commands over 80% of the data center GPU market.Hyperscale and cloud customers are buying Nvidia's data center GPUs hand over fist, with revenue from these customers more than doubling over the prior year. Meanwhile, Nvidia's revenue from GPUs, which are aimed at data centers, tripled year-over-year on account of the growth in artificial intelligence (AI) workloads.Third-party research forecasts that the data center GPU market could be worth more than $20 billion by 2027, clocking in at an annual growth rate of 42% for the next five years. Nvidia is in an outstanding position to make the most of this opportunity thanks to its solid market share and fast-growing sales.The professional visualization business could explodeNvidia's professional visualization business generated a record $643 million in revenue last quarter, recording 109% growth over the prior-year period. The segment's outstanding growth was driven by an increase in demand for more expensive workstations, as well as the need for creating hybrid work environments using the company's graphics processing abilities.Duke Energy, for instance, is using Nvidia's GPUs to map, view, and maintain its energy production and delivery facilities. Motion, on the other hand, is using the company's graphics cards to provide predictive vehicle maintenance. It wouldn't be surprising to see more companies use Nvidia's GPUs to digitize their physical operations, especially considering the proliferation of the metaverse.The metaverse would encourage organizations to bring their physical operations into the virtual world, unlocking a massive growth opportunity for Nvidia. This explains why Nvidia's Omniverse enterprise software platform is witnessing solid initial traction \"with multiple significant enterprise licensees already signed.\"With a minimum order value of $9,000 a year for its Omniverse Enterprise solution, the growth in the number of licensees using this platform could give the professional visualization business a nice shot in the arm. Additionally, the metaverse market is expected to grow from $45 billion in 2020 to $596 billion in 2027, indicating that the professional visualization business could be at the beginning of a remarkable growth curve, and become much bigger in the next five years than it is now.The next five years could make investors richerThe massive growth opportunities discussed above and Nvidia's dominant position in multiple markets indicate why the company's earnings could clock a compound annual growth rate (CAGR) of nearly 35% for the next five years. At this pace, Nvidia's adjusted earnings could increase from $4.44 per share in fiscal 2022 to nearly $20 per share after five years.Nvidia stock has traded at an average forward earnings multiple of 40 in the past five years. Assuming a similar multiple for the next five years and the projected earnings calculated above, Nvidia's stock price could hit $800. That would translate into a 225% upside from the company's closing stock price on Feb. 17. All this indicates that Nvidia is a top growth stock to buy right now, as it is trading at 63 times trailing earnings, which is a big discount to its 2021 average earnings multiple of 90.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891786054,"gmtCreate":1628429789478,"gmtModify":1703506159452,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/891786054","repostId":"2157490509","repostType":4,"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579150819625638","authorId":"3579150819625638","name":"gorgonzola","avatar":"https://static.tigerbbs.com/1c98c4db336df9bf3de0d2833d8ff0cf","crmLevel":2,"crmLevelSwitch":0},"content":"done. plse like back. thanks!","text":"done. plse like back. thanks!","html":"done. plse like back. thanks!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933862990,"gmtCreate":1662261085310,"gmtModify":1676537026772,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9933862990","repostId":"2264274049","repostType":4,"repost":{"id":"2264274049","pubTimestamp":1662364924,"share":"https://www.laohu8.com/m/news/2264274049?lang=&edition=full","pubTime":"2022-09-05 16:02","market":"us","language":"en","title":"3 Stocks Cathie Wood Is Buying That Should Be on Your List Too","url":"https://stock-news.laohu8.com/highlight/detail?id=2264274049","media":"Motley Fool","summary":"The ARK ETFs have clicked the buy button on these growth stocks recently, and they still look ripe for the plucking.","content":"<html><head></head><body><p>Back-to-school supplies and updates to your autumn wardrobe are popular things on people&#39;s shopping lists these days. Noted investor and Ark Invest CEO Cathie Wood, meanwhile, has been scooping up shares of growth stocks for her various ARK exchange-traded funds (ETFs).</p><p>While I can&#39;t say that I agree with all of Wood&#39;s stock purchases over the past few months, there are some stocks that her funds have snatched up that would seem to fit well in other growth investors&#39; portfolios. They include <b>Ginkgo Bioworks</b>, <b>Monday.com</b>, and <b>Trimble</b>. Let&#39;s find out a bit more about these three Cathie Wood stocks that are worth more consideration.</p><h2>1. Ginkgo Bioworks</h2><p>A leader in the field of synthetic biology, or synbio, Ginkgo Bioworks specializes in providing its customers with improved molecules. Essentially, the company acts like an architect. Customers -- from a variety of industries, including food, pharmaceuticals, and cosmetics -- inform Ginkgo of their needs, and Ginkgo designs the blueprints for new and improved microbes. Often, Ginkgo will earn royalties or equity interests as a result of these partnerships, providing the company with good foresight into future cash flows.</p><p>Like many growth stocks this year, shares of Ginkgo have fallen steeply -- about 68.7% -- as investors shy away from investments that represent higher degrees of risk. However, the stock&#39;s plunge is not reflective of something inherently wrong with the company. This is something with which Wood seems to be familiar. Throughout August, the <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b> has purchased more than 7.34 million shares of Ginkgo Bioworks.</p><p>The company doesn&#39;t project profitability on an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) basis until 2025. In the meantime, though, investors can monitor the company&#39;s ability to launch new programs -- 60 are forecasted in 2022 -- as a positive sign that the company&#39;s offerings are in consistently high demand.</p><h2>2. Monday.com</h2><p>Also appearing on Wood&#39;s shopping list is the open platform stock Monday.com. The <b><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></b> has been steadily increasing its position in Monday.com throughout 2022, adding 164,500 shares in February through May and 30,075 shares, most recently, in June.</p><p>The advantage of Monday.com&#39;s platform is that it allows customers to develop a customizable workflow experience -- selecting from the different apps available on its platform -- without the need for complex coding or adherence to a nonflexible infrastructure. Simply put, Monday.com&#39;s platform makes it easier for customers to work online. And with our lives becoming increasingly dependent on our ability to manage things online, Monday.com&#39;s ability to provide an easier solution is something that is highly attractive.</p><p>Monday.com has excelled at growing revenue over the past three years: Sales have soared at a compound annual growth rate of 99% from 2019 to 2021. The company recently announced a strong second-quarter 2022 performance, and management is bullish on the coming year regarding free cash flow generation.</p><p>On the company&#39;s Q2 2022 conference call, Eliran Glazer, the company&#39;s CFO, said that management expects &#34;to see a shift toward breakeven or some free cash flow positive&#34; in the second half of 2023.</p><h2>3. Trimble</h2><p>Occupying an increasingly larger position in two ETFs this summer, Trimble is a stock that first made an appearance in an ARK ETF in September 2020. Wood most recently picked up shares of Trimble in July, when the <b>ARK Space Exploration &amp; Innovation ETF</b> picked up 25,073 shares, and the <b>ARK</b> <b>Autonomous Technology &amp; Robotics ETF</b> added 93,392 shares.</p><p>Trimble is a leader in positioning systems. On both local and global scales, Trimble helps a diverse range of customers from industries including agriculture, construction, and transportation. With the data it collects from its positioning solutions, Trimble is also able to offer customers sophisticated modeling, analysis, and autonomous technology solutions.</p><p>Customers need to have accurate positioning data that are subsequently converted into modeling solutions and analytics, which is hardly something that will wane in the coming years. Instead, Trimble&#39;s offerings will likely grow in demand as customers&#39; positioning and data needs become more sophisticated. The high interest in Trimble&#39;s offerings, in fact, is already recognizable in the company&#39;s substantial backlog of approximately $1.6 billion as of the end of Q2 2022.</p><h2>A last look at Cathie Wood&#39;s shopping list</h2><p>On balance, growth investors are more comfortable taking on risk in their investments, but that&#39;s not to say that all growth stocks represent the same risk. Trimble, for example, has a long runway of growth ahead of it, yet the company already generates positive free cash flow, mitigating the amount of risk. For investors looking to take on more risk in pursuit of greater rewards, conversely, Ginkgo Bioworks and Monday.com are better options.</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 Cathie Wood Is Buying That Should Be on Your List Too</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 Cathie Wood Is Buying That Should Be on Your List Too\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 16:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/02/stocks-cathie-wood-buying-that-should-be-on-list/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Back-to-school supplies and updates to your autumn wardrobe are popular things on people's shopping lists these days. Noted investor and Ark Invest CEO Cathie Wood, meanwhile, has been scooping up ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/02/stocks-cathie-wood-buying-that-should-be-on-list/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TRMB":"天宝导航","DNA":"Ginkgo Bioworks Holdings Inc.","MNDY":"Monday.com Ltd."},"source_url":"https://www.fool.com/investing/2022/09/02/stocks-cathie-wood-buying-that-should-be-on-list/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264274049","content_text":"Back-to-school supplies and updates to your autumn wardrobe are popular things on people's shopping lists these days. Noted investor and Ark Invest CEO Cathie Wood, meanwhile, has been scooping up shares of growth stocks for her various ARK exchange-traded funds (ETFs).While I can't say that I agree with all of Wood's stock purchases over the past few months, there are some stocks that her funds have snatched up that would seem to fit well in other growth investors' portfolios. They include Ginkgo Bioworks, Monday.com, and Trimble. Let's find out a bit more about these three Cathie Wood stocks that are worth more consideration.1. Ginkgo BioworksA leader in the field of synthetic biology, or synbio, Ginkgo Bioworks specializes in providing its customers with improved molecules. Essentially, the company acts like an architect. Customers -- from a variety of industries, including food, pharmaceuticals, and cosmetics -- inform Ginkgo of their needs, and Ginkgo designs the blueprints for new and improved microbes. Often, Ginkgo will earn royalties or equity interests as a result of these partnerships, providing the company with good foresight into future cash flows.Like many growth stocks this year, shares of Ginkgo have fallen steeply -- about 68.7% -- as investors shy away from investments that represent higher degrees of risk. However, the stock's plunge is not reflective of something inherently wrong with the company. This is something with which Wood seems to be familiar. Throughout August, the ARK Innovation ETF has purchased more than 7.34 million shares of Ginkgo Bioworks.The company doesn't project profitability on an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) basis until 2025. In the meantime, though, investors can monitor the company's ability to launch new programs -- 60 are forecasted in 2022 -- as a positive sign that the company's offerings are in consistently high demand.2. Monday.comAlso appearing on Wood's shopping list is the open platform stock Monday.com. The ARK Next Generation Internet ETF has been steadily increasing its position in Monday.com throughout 2022, adding 164,500 shares in February through May and 30,075 shares, most recently, in June.The advantage of Monday.com's platform is that it allows customers to develop a customizable workflow experience -- selecting from the different apps available on its platform -- without the need for complex coding or adherence to a nonflexible infrastructure. Simply put, Monday.com's platform makes it easier for customers to work online. And with our lives becoming increasingly dependent on our ability to manage things online, Monday.com's ability to provide an easier solution is something that is highly attractive.Monday.com has excelled at growing revenue over the past three years: Sales have soared at a compound annual growth rate of 99% from 2019 to 2021. The company recently announced a strong second-quarter 2022 performance, and management is bullish on the coming year regarding free cash flow generation.On the company's Q2 2022 conference call, Eliran Glazer, the company's CFO, said that management expects \"to see a shift toward breakeven or some free cash flow positive\" in the second half of 2023.3. TrimbleOccupying an increasingly larger position in two ETFs this summer, Trimble is a stock that first made an appearance in an ARK ETF in September 2020. Wood most recently picked up shares of Trimble in July, when the ARK Space Exploration & Innovation ETF picked up 25,073 shares, and the ARK Autonomous Technology & Robotics ETF added 93,392 shares.Trimble is a leader in positioning systems. On both local and global scales, Trimble helps a diverse range of customers from industries including agriculture, construction, and transportation. With the data it collects from its positioning solutions, Trimble is also able to offer customers sophisticated modeling, analysis, and autonomous technology solutions.Customers need to have accurate positioning data that are subsequently converted into modeling solutions and analytics, which is hardly something that will wane in the coming years. Instead, Trimble's offerings will likely grow in demand as customers' positioning and data needs become more sophisticated. The high interest in Trimble's offerings, in fact, is already recognizable in the company's substantial backlog of approximately $1.6 billion as of the end of Q2 2022.A last look at Cathie Wood's shopping listOn balance, growth investors are more comfortable taking on risk in their investments, but that's not to say that all growth stocks represent the same risk. Trimble, for example, has a long runway of growth ahead of it, yet the company already generates positive free cash flow, mitigating the amount of risk. For investors looking to take on more risk in pursuit of greater rewards, conversely, Ginkgo Bioworks and Monday.com are better options.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015919502,"gmtCreate":1649407056125,"gmtModify":1676534507332,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015919502","repostId":"1181704107","repostType":4,"repost":{"id":"1181704107","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":1649405018,"share":"https://www.laohu8.com/m/news/1181704107?lang=&edition=full","pubTime":"2022-04-08 16:03","market":"us","language":"en","title":"TSMC Shares Rose 1.47% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1181704107","media":"Tiger Newspress","summary":"TSMC revenue rose to a record in the first quarter on demand for chips used in smartphones, computers and cars.","content":"<html><head></head><body><p>TSMC Shares Rose 1.47% in Premarket Trading.</p><p>Taiwan Semiconductor Manufacturing Co. revenue rose to a record in the first quarter on demand for chips used in smartphones, computers and cars, while a prolonged shortage helped to boost prices.</p><p><img src=\"https://static.tigerbbs.com/dff5b7cbfb9098a7d4c4b14f72c4ec3c\" tg-width=\"843\" tg-height=\"663\" referrerpolicy=\"no-referrer\"/>Revenue jumped 36% to NT$491.1 billion ($17 billion) in the three months through March, the company said in a statement Friday. Analysts estimated NT$469.4 billion on average. TSMC, the world’s largest contract chipmaker, is slated to report full earnings later this 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>TSMC Shares Rose 1.47% in Premarket Trading</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\">\nTSMC Shares Rose 1.47% in Premarket Trading\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\">2022-04-08 16:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TSMC Shares Rose 1.47% in Premarket Trading.</p><p>Taiwan Semiconductor Manufacturing Co. revenue rose to a record in the first quarter on demand for chips used in smartphones, computers and cars, while a prolonged shortage helped to boost prices.</p><p><img src=\"https://static.tigerbbs.com/dff5b7cbfb9098a7d4c4b14f72c4ec3c\" tg-width=\"843\" tg-height=\"663\" referrerpolicy=\"no-referrer\"/>Revenue jumped 36% to NT$491.1 billion ($17 billion) in the three months through March, the company said in a statement Friday. Analysts estimated NT$469.4 billion on average. TSMC, the world’s largest contract chipmaker, is slated to report full earnings later this month.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181704107","content_text":"TSMC Shares Rose 1.47% in Premarket Trading.Taiwan Semiconductor Manufacturing Co. revenue rose to a record in the first quarter on demand for chips used in smartphones, computers and cars, while a prolonged shortage helped to boost prices.Revenue jumped 36% to NT$491.1 billion ($17 billion) in the three months through March, the company said in a statement Friday. Analysts estimated NT$469.4 billion on average. TSMC, the world’s largest contract chipmaker, is slated to report full earnings later this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003652008,"gmtCreate":1640969713054,"gmtModify":1676533559904,"author":{"id":"3582285682937778","authorId":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003652008","repostId":"2195448557","repostType":4,"repost":{"id":"2195448557","pubTimestamp":1640964603,"share":"https://www.laohu8.com/m/news/2195448557?lang=&edition=full","pubTime":"2021-12-31 23:30","market":"us","language":"en","title":"Could Apple's Market Cap Hit $4 Trillion in 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2195448557","media":"Motley Fool","summary":"As the Street wonders when Apple can break through the $3 trillion mark, investors should look even further ahead: Is a $4 trillion market cap on the horizon?","content":"<html><head></head><body><p>Shares of technology giant <b>Apple</b> (NASDAQ:AAPL) soared in 2021. As of Dec. 30, the stock had gained 34% in 2021. This put the market cap at more than $2.9 trillion.</p><p>While many recent headlines about the company have focused on its market capitalization approaching $3 trillion, investors might be wise to consider an even more bullish target: $4 trillion. Indeed, a close look at the stock suggests that a $4 trillion market cap could be within reach for the tech company in the near future -- possibly even within 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/759ce68147322ebcd7995f48e3873e6e\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>The path to $4 trillion</h2><p>A close look at Apple stock&#39;s conservative valuation and the company&#39;s broad-based momentum makes a good case for shares being undervalued today, setting the stage for a potential $4 trillion market capitalization in 2022.</p><p>The first way Apple stock could gain is simply through expansion in its valuation multiple. Some megacap stocks trade at substantially higher multiples relative to their free cash flow (FCF) than Apple does. If Apple can close the gap and command a similar premium, multiple expansion alone could help the stock rise substantially.</p><p>Consider that <b>Microsoft</b> (NASDAQ:MSFT) trades at 42 times its free cash flow. Apple, meanwhile, trades at only 31 times its FCF. Apple&#39;s stock price would have to rise 35% for its FCF valuation multiple to match Microsoft&#39;s. This alone would put the company&#39;s market capitalization at about $4 trillion.</p><p>There is actually a good case for Apple stock&#39;s valuation to see multiple expansion in the coming years: The tech giant&#39;s services business, which is a more reliable revenue source than its products, is growing as a percentage of Apple&#39;s total business. With a more predictable and reliable revenue source (that appears to still have lots of upside) increasingly driving Apple&#39;s growth, investors may start rewarding the stock with higher valuation multiples. In fiscal 2021, Apple&#39;s services revenue was 19% of revenue, up from less than 18% of revenue two years ago and 15% three years ago.</p><p>But even without this much multiple expansion, strong fundamentals could lift Apple shares meaningfully in 2022 and beyond. Consider that the company is seeing strong double-digit revenue growth recently, with record fiscal fourth-quarter revenue across every geographic and product segment. Specifically, Apple&#39;s fiscal fourth-quarter revenue came in at $83.4 billion, up from $64.7 billion in the year-ago quarter. But management estimates that revenue for the period would have been $6 billion higher if it weren&#39;t for supply constraints during the period.</p><p>Suffice to say, Apple&#39;s business is firing on all cylinders. With momentum in every geographic and product segment, it wouldn&#39;t be surprising to see double-digit growth rates in the company&#39;s revenue and free cash flow in fiscal 2022, providing solid substance for more share gains.</p><h2>Expect a bumpy ride</h2><p>While it is possible that Apple&#39;s market capitalization swells to $4 trillion before the end of 2022, there are no guarantees in investing. Even if everything goes well for Apple as a business, the stock itself could do poorly in the near term. Sometimes, for one reason or another, stocks fall in and out of favor. So even though shares appear undervalued today, the stock could fall before it rises.</p><p>And there&#39;s always a chance that Apple sees multiple <i>compression</i> instead of multiple expansion. While Apple&#39;s business fundamentals appear worthy of a Microsoft-like premium, the company&#39;s shares have usually traded at a discount to Microsoft&#39;s in terms of valuation multiples because Microsoft&#39;s business model is considered to be more sustainable and less dependent on blockbuster product hits like new iPhones. Apple notably also makes more than half of its sales from a single product: the iPhone. Its heavy reliance on a single product segment generally makes Wall Street view the stock as risker than Microsoft, which has a business primarily made up of recurring revenue from various software and services sources.</p><p>But given Apple&#39;s long history of pricing power, loyal customers, and an ability to bring to market products in entirely new categories every now and then, the tech company will likely keep succeeding -- and its market cap could march toward $4 trillion.</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>Could Apple's Market Cap Hit $4 Trillion in 2022?</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\">\nCould Apple's Market Cap Hit $4 Trillion in 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/31/could-apples-market-cap-hit-4-trillion-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of technology giant Apple (NASDAQ:AAPL) soared in 2021. As of Dec. 30, the stock had gained 34% in 2021. This put the market cap at more than $2.9 trillion.While many recent headlines about the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/31/could-apples-market-cap-hit-4-trillion-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","AAPL":"苹果","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4211":"区域性银行","FCF":"第一联邦金融","BK4566":"资本集团","BK4525":"远程办公概念","MSFT":"微软","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://www.fool.com/investing/2021/12/31/could-apples-market-cap-hit-4-trillion-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195448557","content_text":"Shares of technology giant Apple (NASDAQ:AAPL) soared in 2021. As of Dec. 30, the stock had gained 34% in 2021. This put the market cap at more than $2.9 trillion.While many recent headlines about the company have focused on its market capitalization approaching $3 trillion, investors might be wise to consider an even more bullish target: $4 trillion. Indeed, a close look at the stock suggests that a $4 trillion market cap could be within reach for the tech company in the near future -- possibly even within 2022.Image source: Getty Images.The path to $4 trillionA close look at Apple stock's conservative valuation and the company's broad-based momentum makes a good case for shares being undervalued today, setting the stage for a potential $4 trillion market capitalization in 2022.The first way Apple stock could gain is simply through expansion in its valuation multiple. Some megacap stocks trade at substantially higher multiples relative to their free cash flow (FCF) than Apple does. If Apple can close the gap and command a similar premium, multiple expansion alone could help the stock rise substantially.Consider that Microsoft (NASDAQ:MSFT) trades at 42 times its free cash flow. Apple, meanwhile, trades at only 31 times its FCF. Apple's stock price would have to rise 35% for its FCF valuation multiple to match Microsoft's. This alone would put the company's market capitalization at about $4 trillion.There is actually a good case for Apple stock's valuation to see multiple expansion in the coming years: The tech giant's services business, which is a more reliable revenue source than its products, is growing as a percentage of Apple's total business. With a more predictable and reliable revenue source (that appears to still have lots of upside) increasingly driving Apple's growth, investors may start rewarding the stock with higher valuation multiples. In fiscal 2021, Apple's services revenue was 19% of revenue, up from less than 18% of revenue two years ago and 15% three years ago.But even without this much multiple expansion, strong fundamentals could lift Apple shares meaningfully in 2022 and beyond. Consider that the company is seeing strong double-digit revenue growth recently, with record fiscal fourth-quarter revenue across every geographic and product segment. Specifically, Apple's fiscal fourth-quarter revenue came in at $83.4 billion, up from $64.7 billion in the year-ago quarter. But management estimates that revenue for the period would have been $6 billion higher if it weren't for supply constraints during the period.Suffice to say, Apple's business is firing on all cylinders. With momentum in every geographic and product segment, it wouldn't be surprising to see double-digit growth rates in the company's revenue and free cash flow in fiscal 2022, providing solid substance for more share gains.Expect a bumpy rideWhile it is possible that Apple's market capitalization swells to $4 trillion before the end of 2022, there are no guarantees in investing. Even if everything goes well for Apple as a business, the stock itself could do poorly in the near term. Sometimes, for one reason or another, stocks fall in and out of favor. So even though shares appear undervalued today, the stock could fall before it rises.And there's always a chance that Apple sees multiple compression instead of multiple expansion. While Apple's business fundamentals appear worthy of a Microsoft-like premium, the company's shares have usually traded at a discount to Microsoft's in terms of valuation multiples because Microsoft's business model is considered to be more sustainable and less dependent on blockbuster product hits like new iPhones. Apple notably also makes more than half of its sales from a single product: the iPhone. Its heavy reliance on a single product segment generally makes Wall Street view the stock as risker than Microsoft, which has a business primarily made up of recurring revenue from various software and services sources.But given Apple's long history of pricing power, loyal customers, and an ability to bring to market products in entirely new categories every now and then, the tech company will likely keep succeeding -- and its market cap could march toward $4 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}