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09-12

Did MU share ever reach $150 recently in the first place ?

Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160

09-12

So.....even at $125......now only approx near $90 only

Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160

09-10

I would not pay extra for that......nothing so interesting

Apple to $300? This Analyst Just Got More Upbeat About the Stock

09-05

This one also can consider very good news ? Hope it is not another trap :(

Sorry, the original content has been removed

09-03

$Tesla Motors(TSLA)$ Great job to fund manager pushing the stock price high

09-03

Very good reason to push up the price......if recession come , who's going to buy ?

Tesla launches ‘actually smart summon’ or ‘ass’

08-29

Investor unhappy ? More likely it is the fund Manager game trick again 😡

Nvidia's Guidance Is A Disappointment

08-05

Then u will lose more blood 🤣🤣🤣

Intel: Buy When There Is Blood In The Streets

08-02

All shares went down tonight but surprising AMD is one of the top losers :(

Stock Track | AMD Stock Dips 5% as Investors Take Profits After Q2 Rally

08-02

All the share tumble tonight .....not only MU

Stock Track | Micron Technology Shares Tumble Amid Industry Headwinds and Cost Pressures

08-01

$Advanced Micro Devices(AMD)$ Post good Result yet Nivdia is last night better better gainer :(

07-24

Nothing too exciting about the result especially stock price before that already shoot up. So it is to maintaining only.

Texas Instruments Gives Outlook Easing Fears of a Downturn

07-24

This type of result consider good ?

BUZZ-Texas Instruments rises after beating second-quarter profit estimates

07-19

$Micron Technology(MU)$ What crap this is.....cheat cheat cheat. All just want to push the stock lower and lower. Past 4 days all down. Need to respect this power and also a good lesson learnt :(

06-27

$Micron Technology(MU)$ so it is also the big players calling the shots......meeting the expectation after results and share price go down the drain :(

06-11

$Micron Technology(MU)$

06-11

$Micron Technology(MU)$ Any one here know how to trade option ? I going to buy MU option but dun know how

03-20

Badly hit with negative news......with better News ; share still not going up. Something fishy :(

Sorry, the original content has been removed

03-20

Share continue to be weak

Intel Finally Locks Down Billions in CHIPS Act Funding

03-01

For past 1-2 weeks Intel stock actually go Down while other tech stock shoot up :(

Dow's Nearly 100-Point Rally Highlighted By Gains For Salesforce, Intel Stocks

Go to Tiger App to see more news

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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\">\nMicron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-09-12 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.</p><p>Micron shares slumped over 5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3699aa6c20d26a365762b1cd83c46646\" tg-width=\"809\" tg-height=\"818\"/></p><p>“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466222928","content_text":"Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.Micron shares slumped over 5% in morning trading.“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347803077099848,"gmtCreate":1725936393518,"gmtModify":1725936396965,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"I would not pay extra for that......nothing so interesting&nbsp;","listText":"I would not pay extra for that......nothing so interesting&nbsp;","text":"I would not pay extra for that......nothing so interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347803077099848","repostId":"1100650609","repostType":2,"repost":{"id":"1100650609","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1725936300,"share":"https://ttm.financial/m/news/1100650609?lang=&edition=fundamental","pubTime":"2024-09-10 10:45","market":"us","language":"en","title":"Apple to $300? This Analyst Just Got More Upbeat About the Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1100650609","media":"Dow Jones","summary":"Wedbush analyst Dan Ives is amping up the enthusiasm following Apple's iPhone event. Case in point: He boosted his price target to $300 from $285.By Ives' estimation, the iPhone 16 family \"will be the most successful iPhone unit launch in [Apple's] history,\" as it could excite consumers on the artificial-intelligence trend.\"The new era of personalization and how consumers interact with their iPhones has now begun and we believe this will cause a renaissance of iPhone growth,\" Ives wrote.","content":"<html><head></head><body><p>Wedbush analyst Dan Ives is amping up the enthusiasm following Apple&#39;s iPhone event. Case in point: He boosted his price target to $300 from $285.</p><p>By Ives&#39; estimation, the iPhone 16 family &#34;will be the most successful iPhone unit launch in [Apple&#39;s] history,&#34; as it could excite consumers on the artificial-intelligence trend.</p><p>&#34;The new era of personalization and how consumers interact with their iPhones has now begun and we believe this will cause a renaissance of iPhone growth,&#34; Ives wrote.</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>Apple to $300? This Analyst Just Got More Upbeat About the Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple to $300? This Analyst Just Got More Upbeat About the Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2024-09-10 10:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wedbush analyst Dan Ives is amping up the enthusiasm following Apple&#39;s iPhone event. Case in point: He boosted his price target to $300 from $285.</p><p>By Ives&#39; estimation, the iPhone 16 family &#34;will be the most successful iPhone unit launch in [Apple&#39;s] history,&#34; as it could excite consumers on the artificial-intelligence trend.</p><p>&#34;The new era of personalization and how consumers interact with their iPhones has now begun and we believe this will cause a renaissance of iPhone growth,&#34; Ives wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100650609","content_text":"Wedbush analyst Dan Ives is amping up the enthusiasm following Apple's iPhone event. Case in point: He boosted his price target to $300 from $285.By Ives' estimation, the iPhone 16 family \"will be the most successful iPhone unit launch in [Apple's] history,\" as it could excite consumers on the artificial-intelligence trend.\"The new era of personalization and how consumers interact with their iPhones has now begun and we believe this will cause a renaissance of iPhone growth,\" Ives wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346146700636360,"gmtCreate":1725545745204,"gmtModify":1725545749015,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"This one also can consider very good news ? Hope it is not another trap :(","listText":"This one also can consider very good news ? Hope it is not another trap :(","text":"This one also can consider very good news ? Hope it is not another trap :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346146700636360","repostId":"1104159008","repostType":2,"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345479533494656,"gmtCreate":1725374391660,"gmtModify":1725374395136,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Great job to fund manager pushing the stock price high","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Great job to fund manager pushing the stock price high","text":"$Tesla Motors(TSLA)$ Great job to fund manager pushing the stock price high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345479533494656","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345476519764352,"gmtCreate":1725373655886,"gmtModify":1725373661306,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"Very good reason to push up the price......if recession come , who's going to buy ?","listText":"Very good reason to push up the price......if recession come , who's going to buy ?","text":"Very good reason to push up the price......if recession come , who's going to buy ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345476519764352","repostId":"2464807312","repostType":2,"repost":{"id":"2464807312","kind":"highlight","pubTimestamp":1725372065,"share":"https://ttm.financial/m/news/2464807312?lang=&edition=fundamental","pubTime":"2024-09-03 22:01","market":"us","language":"en","title":"Tesla launches ‘actually smart summon’ or ‘ass’","url":"https://stock-news.laohu8.com/highlight/detail?id=2464807312","media":"Electrek","summary":"Tesla has finally launched ‘actually smart summon’ or ‘ass’, an automated driver assist feature that was supposed to come two years ago.","content":"<html><body><div>\n<figure>\n<img decoding=\"async\" fetchpriority=\"high\" height=\"799\" src=\"https://electrek.co/wp-content/uploads/sites/3/2020/04/Tesla-smart-summon-hero.jpg?quality=82&amp;strip=all&amp;w=1600\" srcset=\"https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2020/04/Tesla-smart-summon-hero.jpg?w=320&amp;quality=82&amp;strip=all&amp;ssl=1 320w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2020/04/Tesla-smart-summon-hero.jpg?w=640&amp;quality=82&amp;strip=all&amp;ssl=1 640w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2020/04/Tesla-smart-summon-hero.jpg?w=1024&amp;quality=82&amp;strip=all&amp;ssl=1 1024w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2020/04/Tesla-smart-summon-hero.jpg?w=1500&amp;quality=82&amp;strip=all&amp;ssl=1 1500w\" width=\"1600\"/></figure>\n<p>Tesla has finally launched ‘actually smart summon’ or ‘ass’, an automated driver assist feature that was supposed to come two years ago.</p>\n<span></span>\n<p>When Tesla moved to a vision-only (camera-only) system, several advanced driver assist systems weren’t working anymore.</p>\n<p>Tesla gradually brought them back, but one has been missing: smart summon, which is the ability for Tesla vehicles to navigate parking lots autonomously without a driver inside the vehicle.</p>\n<p>CEO Elon Musk has promised that it is coming on several occasions, but it has always suffered delays.</p>\n<p>Back in 2022, he said that it would come by the end of September and it would be now called “actually smart summon”:</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">Note, Autopilot/AI team is also working on Optimus and (actually smart) summon/autopark, which have end of month deadlines</p>— Elon Musk (@elonmusk) September 20, 2022</blockquote>\n</div></figure>\n<p>More recently, Musk said that it would come in April instead, but that deadline also came and went.</p>\n<p>Last month, we reported that Tesla’s app update contained some indications that the feature would finally be coming.</p>\n<p>With the new 2024.27.20 software update being pushed, Tesla has released ‘actually smart summon’ and wrote in the release notes:</p>\n<blockquote>\n<p>Buckle up for the ride of your life, except, surprise! You’re not in the car. ASS (Actually Smart Summon) allows your vehicle to come to you, or head to a spot that you choose, all on its own. It’s like magic, but with more tech and less wand-waving.</p>\n<p>Additionally, Dumb Summon allows you to move your Tesla forward or back with simple controls directly in your mobile app.</p>\n<p>To use, open your Tesla app, hit the Summon tab, and get a live feed from your car’s cameras to guide your supervision.</p>\n<p>– COME TO ME: Press and hold to have your Tesla come to you.</p>\n<p>– GO TO TARGET: Set where you want your Tesla to go, then press and hold to send it on its merry way.</p>\n<p>You can halt your journey anytime by just letting go of the button. See your Owner’s Manual for additional details.</p>\n<p>ASS and Dumb Summon should only be used in parking lots or driveways. Keep an eye on your car and its surroundings at all times. Stay vigilant, especially around the fast and the furious (people, bikes, and other cars). You are still responsible for your vehicle, so watch as it drives and stop it if necessary.</p>\n</blockquote>\n<p>Tesla also notes that it aims to add integration with HomeLink &amp; myQ, which control garage doors. The automaker also wants to increase the distance it can travel without driver and remove the need to hold the button.</p>\n<figure><div>\n</div></figure>\n<h2>Electrek’s Take</h2>\n<p>It is fairly wild that the driver still has the responsibility even though they are not even in the car, and their only input capacity is letting go of a button that should stop the vehicle.</p>\n<p>With that said, actually smart summon is an important step toward Tesla delivering on its long-time promise of self-driving as vehicles will need to navigate parking lots autonomously to be able to pick up riders.</p>\n</div></body></html>","source":"electrek_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>Tesla launches ‘actually smart summon’ or ‘ass’</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 launches ‘actually smart summon’ or ‘ass’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-03 22:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://electrek.co/2024/09/03/tesla-launches-actually-smart-summon-or-ass/><strong>Electrek</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla has finally launched ‘actually smart summon’ or ‘ass’, an automated driver assist feature that was supposed to come two years ago.\n\nWhen Tesla moved to a vision-only (camera-only) system, ...</p>\n\n<a href=\"https://electrek.co/2024/09/03/tesla-launches-actually-smart-summon-or-ass/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://electrek.co/wp-content/uploads/sites/3/2020/04/Tesla-smart-summon-hero.jpg?quality=82&strip=all&w=1600","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4581":"高盛持仓","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4550":"红杉资本持仓","BK4555":"新能源车","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4592":"伊斯兰概念","BK4588":"碎股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4527":"明星科技股","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","TSLA":"特斯拉","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4099":"汽车制造商","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1548497426.USD":"安联环球人工智能AT Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4534":"瑞士信贷持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H"},"source_url":"https://electrek.co/2024/09/03/tesla-launches-actually-smart-summon-or-ass/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2464807312","content_text":"Tesla has finally launched ‘actually smart summon’ or ‘ass’, an automated driver assist feature that was supposed to come two years ago.\n\nWhen Tesla moved to a vision-only (camera-only) system, several advanced driver assist systems weren’t working anymore.\nTesla gradually brought them back, but one has been missing: smart summon, which is the ability for Tesla vehicles to navigate parking lots autonomously without a driver inside the vehicle.\nCEO Elon Musk has promised that it is coming on several occasions, but it has always suffered delays.\nBack in 2022, he said that it would come by the end of September and it would be now called “actually smart summon”:\n\nNote, Autopilot/AI team is also working on Optimus and (actually smart) summon/autopark, which have end of month deadlines— Elon Musk (@elonmusk) September 20, 2022\n\nMore recently, Musk said that it would come in April instead, but that deadline also came and went.\nLast month, we reported that Tesla’s app update contained some indications that the feature would finally be coming.\nWith the new 2024.27.20 software update being pushed, Tesla has released ‘actually smart summon’ and wrote in the release notes:\n\nBuckle up for the ride of your life, except, surprise! You’re not in the car. ASS (Actually Smart Summon) allows your vehicle to come to you, or head to a spot that you choose, all on its own. It’s like magic, but with more tech and less wand-waving.\nAdditionally, Dumb Summon allows you to move your Tesla forward or back with simple controls directly in your mobile app.\nTo use, open your Tesla app, hit the Summon tab, and get a live feed from your car’s cameras to guide your supervision.\n– COME TO ME: Press and hold to have your Tesla come to you.\n– GO TO TARGET: Set where you want your Tesla to go, then press and hold to send it on its merry way.\nYou can halt your journey anytime by just letting go of the button. See your Owner’s Manual for additional details.\nASS and Dumb Summon should only be used in parking lots or driveways. Keep an eye on your car and its surroundings at all times. Stay vigilant, especially around the fast and the furious (people, bikes, and other cars). You are still responsible for your vehicle, so watch as it drives and stop it if necessary.\n\nTesla also notes that it aims to add integration with HomeLink & myQ, which control garage doors. The automaker also wants to increase the distance it can travel without driver and remove the need to hold the button.\n\n\nElectrek’s Take\nIt is fairly wild that the driver still has the responsibility even though they are not even in the car, and their only input capacity is letting go of a button that should stop the vehicle.\nWith that said, actually smart summon is an important step toward Tesla delivering on its long-time promise of self-driving as vehicles will need to navigate parking lots autonomously to be able to pick up riders.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343672045666504,"gmtCreate":1724933901109,"gmtModify":1724933905310,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"Investor unhappy ? More likely it is the fund Manager game trick again 😡","listText":"Investor unhappy ? More likely it is the fund Manager game trick again 😡","text":"Investor unhappy ? More likely it is the fund Manager game trick again 😡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343672045666504","repostId":"2463448958","repostType":2,"repost":{"id":"2463448958","kind":"highlight","pubTimestamp":1724900771,"share":"https://ttm.financial/m/news/2463448958?lang=&edition=fundamental","pubTime":"2024-08-29 11:06","market":"sh","language":"en","title":"Nvidia's Guidance Is A Disappointment","url":"https://stock-news.laohu8.com/highlight/detail?id=2463448958","media":"seekingalpha","summary":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growt","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.</p></li><li><p>The data center segment drove significant revenue growth, but Nvidia&#39;s heavy reliance on this unit poses risks if it slows down.</p></li><li><p>Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia&#39;s share count.</p></li><li><p>Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cd66fb76fb9c3656779aa6ac145d6d\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto</p><p></p><h2 id=\"id_900299710\">Article Thesis</h2><p><strong>NVIDIA</strong> <strong>Corporation</strong> (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market&#39;s reaction was rather negative, and a new $50 billion buyback authorization didn&#39;t change that.</p><h2 id=\"id_3146604327\">Past Coverage</h2><p>I have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company&#39;s first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.</p><h2 id=\"id_2094805477\">What Happened?</h2><p>Nvidia Corporation announced its Q2 results following the market&#39;s close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e097e0e0bac95c48f6d6c430913809d5\" tg-width=\"640\" tg-height=\"275\"/></p><p>Nvidia&#39;s quarterly earnings results (Seeking Alpha)</p><p></p><p>The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn&#39;t as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That&#39;s good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.</p><p>The market seems to be a bit disappointed, as Nvidia&#39;s shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia&#39;s results and guidance over the coming hours.</p><h2 id=\"id_3202945778\">Nvidia&#39;s Performance During The Second Quarter</h2><p>Nvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia&#39;s data center segment. Here, revenues were up 155% compared to the previous year&#39;s quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia&#39;s other segments, i.e., gaming, professional visualization, auto, and OEM &amp; other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.</p><p>On the other hand, though, Nvidia&#39;s reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia&#39;s other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.</p><p>Nvidia&#39;s sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can&#39;t be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.</p><p>Of course, Nvidia&#39;s revenue performance is just one of several important factors when analyzing the company&#39;s quarterly report. Nvidia&#39;s profit performance is critical as well, and so is the company&#39;s guidance for the current quarter.</p><p>When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That&#39;s excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia&#39;s gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company&#39;s gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can&#39;t grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.</p><p>The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year&#39;s quarter -- despite hefty buyback spending. Share issuance to the company&#39;s management team and employees fully offset any share count reduction via Nvidia&#39;s buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.</p><p>Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.</p><p>When it comes to business growth in the current quarter, Nvidia&#39;s guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn&#39;t strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia&#39;s earnings release.</p><p>Beyond the current quarter, growth will depend on Nvidia&#39;s Blackwell to a large degree. Management&#39;s comments looked good in that regard. CEO Jensen Huang stated in the release:</p><blockquote><p><em>Hopper demand remains strong, and the anticipation for Blackwell is incredible.</em></p></blockquote><p>It is not possible to quantify what &#34;incredible&#34; anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (META), and other customers think about Blackwell, then that&#39;s a good sign, I believe.</p><h2 id=\"id_1825088861\">Is Nvidia A Good Investment?</h2><p>Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia&#39;s guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia&#39;s results and guidance.</p><p>Nvidia remains the AI data center king for now, and that won&#39;t change in the foreseeable future, I believe. But since Nvidia&#39;s shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I&#39;m not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.</p><p>With shares being very volatile, I wouldn&#39;t be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a &#34;Neutral&#34; rating for now.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Guidance Is A Disappointment</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Guidance Is A Disappointment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-29 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue ...</p>\n\n<a href=\"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4553":"喜马拉雅资本持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4554":"元宇宙及AR概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4524":"宅经济概念","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","NVDA":"英伟达","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4538":"云计算","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4549":"软银资本持仓","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","BK4534":"瑞士信贷持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","BK4532":"文艺复兴科技持仓"},"source_url":"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2463448958","content_text":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growth, but Nvidia's heavy reliance on this unit poses risks if it slows down.Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia's share count.Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.JHVEPhotoArticle ThesisNVIDIA Corporation (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market's reaction was rather negative, and a new $50 billion buyback authorization didn't change that.Past CoverageI have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company's first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.What Happened?Nvidia Corporation announced its Q2 results following the market's close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:Nvidia's quarterly earnings results (Seeking Alpha)The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn't as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That's good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.The market seems to be a bit disappointed, as Nvidia's shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia's results and guidance over the coming hours.Nvidia's Performance During The Second QuarterNvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia's data center segment. Here, revenues were up 155% compared to the previous year's quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia's other segments, i.e., gaming, professional visualization, auto, and OEM & other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.On the other hand, though, Nvidia's reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia's other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.Nvidia's sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can't be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.Of course, Nvidia's revenue performance is just one of several important factors when analyzing the company's quarterly report. Nvidia's profit performance is critical as well, and so is the company's guidance for the current quarter.When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That's excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia's gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company's gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can't grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year's quarter -- despite hefty buyback spending. Share issuance to the company's management team and employees fully offset any share count reduction via Nvidia's buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.When it comes to business growth in the current quarter, Nvidia's guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn't strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia's earnings release.Beyond the current quarter, growth will depend on Nvidia's Blackwell to a large degree. Management's comments looked good in that regard. CEO Jensen Huang stated in the release:Hopper demand remains strong, and the anticipation for Blackwell is incredible.It is not possible to quantify what \"incredible\" anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), Meta Platforms, Inc. (META), and other customers think about Blackwell, then that's a good sign, I believe.Is Nvidia A Good Investment?Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia's guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia's results and guidance.Nvidia remains the AI data center king for now, and that won't change in the foreseeable future, I believe. But since Nvidia's shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I'm not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.With shares being very volatile, I wouldn't be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a \"Neutral\" rating for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335170590810304,"gmtCreate":1722858735202,"gmtModify":1722858738620,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"Then u will lose more blood 🤣🤣🤣","listText":"Then u will lose more blood 🤣🤣🤣","text":"Then u will lose more blood 🤣🤣🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335170590810304","repostId":"2457741650","repostType":2,"repost":{"id":"2457741650","kind":"highlight","pubTimestamp":1722850489,"share":"https://ttm.financial/m/news/2457741650?lang=&edition=fundamental","pubTime":"2024-08-05 17:34","market":"sg","language":"en","title":"Intel: Buy When There Is Blood In The Streets","url":"https://stock-news.laohu8.com/highlight/detail?id=2457741650","media":"seekingalpha","summary":"Intel's 2Q24 earnings caused a 26.1% drop in stock, missing guidance and cutting dividend.Panic selling of Intel stock not justified, oversold based on Relative Strength Index.Intel's reorganization a","content":"<html><body><ul><li>Intel's 2Q24 earnings caused a 26.1% drop in stock, missing guidance and cutting dividend.</li><li>Panic selling of Intel stock not justified, oversold based on Relative Strength Index.</li><li>Intel's reorganization and cost cuts could lead to rebound, potential value unlock through separating businesses or divesting Intel Foundry.</li></ul><figure><picture> <img fetchpriority=\"high\" height=\"3227px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1002010996/image_1002010996.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1002010996/image_1002010996.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1002010996/image_1002010996.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1002010996/image_1002010996.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1002010996/image_1002010996.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1002010996/image_1002010996.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1002010996/image_1002010996.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1002010996/image_1002010996.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1002010996/image_1002010996.jpg?io=getty-c-w240 240w\" width=\"4841px\"/> </picture><figcaption> <p>JHVEPhoto/iStock Editorial via Getty Images</p></figcaption></figure><p><strong>Intel Corporation (<span>NASDAQ:INTC</span>)</strong> <strong>(<span>NEOE:INTC:CA</span>)</strong> released nasty 2Q24 earnings last week that delivered a serious blow to the company’s shareholders last week.</p> <p>On Friday, Intel nose-dived 26.1% after investors, the worst drop in decades for the chip company. Intel missed quarterly guidance figures by a<span> big margin, scrapped its dividend and said it would embark on a new round of cost cuts, furthering the perception that Intel will continue to struggle while </span><strong>NVIDIA Corporation (NVDA)</strong><span> and </span><strong>Advanced Micro Devices, Inc. (AMD)</strong><span> are both cashing in from burgeoning demand for graphics processing units.</span></p> <p>With that said, though, the kind of panic selling we witnessed on Friday is not justified, in my view, and Intel has a good chance to see a rebound in its operations in due time.</p> <p>While Intel’s reorganization will take more time and requires investors to be patient for<span> longer, Intel’s stock is heavily oversold based on the Relative Strength Index, suggesting that investors are overly panicky.</span></p> <h2><strong>My Rating History</strong></h2> <p>I doubled down on Intel in April and I explained why in my article Intel: Poised For A Recovery (Upgrade) The main reason was that Intel was gearing up in the battle for graphics processing unit market share by finally launching the AI accelerator Gaudi®3 which was lauded as an H100 challenger.</p> <p>The reorganization that is set to take place will see Intel reduce its spending, which should have a positive margin effect next year. From a technical perspective, Intel’s stock is also oversold and now seriously cheap.</p> <h2><strong>Intel’s Terrible 2Q24 Creates Big Sell-Off </strong></h2> <p>This quarter will not be remembered kindly by investors. Intel delivered a nightmarish earnings release for its 2Q that signaled persistent pain for the chip company. To add insult to injury: Intel’s problems come at a time when its peers in the data center market are smashing estimates and producing record results for their shareholders.</p> <p>Intel is a bit of a different story, however, for a number of reasons.</p> <p>First, Intel is trying to reinvent itself as an all-around chip company that does everything from dabbling in the data center market, to selling processors for gamers and is now seeking to transition into becoming a chip foundry. As such, Intel is set to compete against the likes of <strong>Samsung (OTCPK:SSNLF)</strong> <strong>or Taiwan Semiconductor Manufacturing Corporation (TSM)</strong>. While there are good reasons to be foundry company, Intel’s multipronged strategy has led to some confusion among shareholders.</p> <p>Intel widely missed profit estimates for the second quarter as it had only $0.02 per share, adjusted, in earnings in 2Q24. The market anticipated $0.10 per share. But this wasn’t even the worst: Intel’s sales actually fell QoQ, by 1% to $12.8 billion.</p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" height=\"184\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/5/54097509-1722842537402969.png\" width=\"640\"/></span> </picture><figcaption><p>Earnings And Revenues <span>(<span></span></span>TipRanks<span>)</span></p></figcaption></figure><p>Intel Products, which include Client Computing, Data Center, AI, and Network/Edge, produced only 4% YoY growth and total sales of $11.8 billion.</p> <p>AMD reported sales growth of 9% YoY for its second quarter, but a whopping 115% growth in data centers. Intel, however, barely made an impact with its data center business: It only produced 3% YoY growth and $3.0 billion in sales.</p> <p>The forecast for 3Q24 was equally depressing, with Intel further lowering its sales expectations. Intel now anticipates $12.5-13.5 billion in sales, reflecting a decrease of $1.2 billion YoY.</p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" height=\"411\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/5/54097509-17228426565532382.png\" width=\"640\"/></span> </picture><figcaption><p>Total Intel Q2-24 Revenue <span>(Intel Corporation)</span></p></figcaption></figure><h2><strong>How Intel Could Potentially Unlock Value</strong></h2> <p>Intel is running two businesses here that are kind of distinct from each other: The Intel Products Group, which includes Intel’s main businesses and the Intel Foundry segment.</p> <p>In the foundry business, Intel seeks to become independent of contract manufacturers, but building a competitive foundry platform is capital expensive. Intel Foundry is not surprisingly the segment that produces the biggest loss for Intel and has been responsible for the chip company missing profit estimates in 2Q24.</p> <p>Intel Foundry lost $2.8 billion in operating income in the second quarter, which was the equivalent of the entire operating income in Intel’s Client Computing and Data Center segments.</p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" height=\"402\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/5/54097509-17228427721461442.png\" width=\"640\"/></span> </picture><figcaption><p>Operating Income <span>(Intel Corporation)</span></p></figcaption></figure><p>A way for Intel to unlock value here might be to separate its two main businesses, Intel Products and Intel Foundry, and possible spin off the latter. Large segment losses are nothing new for Intel Foundry, as total operating income losses in the last year totaled a whopping $8.0 billion.</p> <p>A strategic divestment of Intel Foundry is also a potential escape hatch for the chip company and I could definitely see other companies in the sector, like TSMC or Samsung, being interested in acquiring foundry capacity.</p> <p>Furthermore, Intel, in the position it is in, is turning to cost cuts to save the day and aid its reorganization. Intel is planning to cut $10 billion in expenses and investment spending in 2025, which should provide a boost to margins and improve Intel’s operating income profile.</p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" height=\"313\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/5/54097509-17228431667934387.png\" width=\"640\"/></span> </picture><figcaption><p>Cost Reduction Plan <span>(Intel Corporation)</span></p></figcaption></figure><h2>Technical Analysis</h2> <p>A big gap opened up after Intel’s 2Q24, and the short-term chart picture is distressingly bearish. The RSI, which is used as a sentiment indicator, has fallen to 17.60 which makes the stock extremely oversold and indicates that investors may overreact to Intel’s 2Q24 earnings.</p> <p>Furthermore, even before 2Q24 earnings, Intel crashed through the 20-day and 50-day moving average lines (the 200-day moving average line was left way behind back in April 2024) which complicates the chart picture as well. In the short-term, sentiment alone will probably speak against an investment in Intel.</p> <p>With that said, though, Intel should not be counted out of the game yet, and the chip company has moved swiftly to announce wide-ranging cost and capital expenditure realignments that are poised to have a positive margin effect next year.</p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" height=\"429\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/5/54097509-17228432685882223.png\" width=\"640\"/></span> </picture><figcaption><p><span></span>Moving Averages (StockCharts.com)</p></figcaption></figure><h2><strong>Intel’s Valuation Is Extraordinarily Cheap</strong></h2> <p>Intel has been lagging its peers in terms of GPU chip presence in the data center market and has been losing a lot of money in the Intel Foundry segment.</p> <p>Foundries operate on a contract manufacturing basis for the most part and are extremely capital intensive, with the cost of modern chip manufacturing plants running in the billions. The easiest way for Intel to drastically and immediately improve its profit prospects would be to separate itself from Intel Foundry, which is a strategic option that management has at its disposal.</p> <p>The market presently models $1.75 per share in profits for next year, reflecting 77% YoY profit growth. Taking into account Intel’s shockingly bad 2Q24, I think we are going to see some corrections here in the next couple of weeks and present estimates might not be reliable. I also think that Intel might not be in a particularly strong position to grow its profits at all next year.</p> <p>Based on today’s estimates for next year, Intel is selling for a profit multiple of 12.3x. Advanced Micro Devices is selling for 26.7x next year’s profits and Nvidia for 31.3x. Both Advanced Micro Devices have a key advantage over Intel, which is their data center segments are seeing considerable upside growth momentum.</p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" height=\"179\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/5/54097509-17228433872107363.png\" width=\"640\"/></span> </picture><figcaption><p>Earnings Estimate <span>(Yahoo Finance)</span></p></figcaption></figure><h2><strong>Why The Investment Thesis Might Not Pan Out</strong></h2> <p>I was clearly mistaken in my last call on Intel, as I previously also bought the 52-week lows in Intel’s stock. In addition to obvious reorganization risks, Intel might see ongoing selling pressure in the short term as funds holding dividend-paying stocks will have to sell their Intel holdings.</p> <p>A lack of a clear strategic action plan for Intel’s Foundry business might also weigh on Intel’s profit prospects, as would a failure to turn the chip company’s operating income situation around in 2025.</p> <h2><strong>My Conclusion</strong></h2> <p>The best time to come out as an aggressive buyer is at times when the market is panicking and investors are selling into the weakness.</p> <p>Yes, Intel’s 2Q24 was bad in more ways than just one (weak guidance, poor results, steep profit miss, dividend cut), but the chip company is deeply oversold based on the Relative Strength Index and the stock is now selling at such a low profit multiple that there is actually a solid margin of safety embedded in Intel’s valuation.</p> <p>The chip company also has options such as divesting of its loss-making Intel Foundry business. If it does so, and manages to grow its margins next year, Intel’s stock could be a winner.</p> <div></div> <p>Though Intel is now widely out of favor with investors, the best time to buy is, as the saying goes, exactly when the blood is flowing in the streets.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel: Buy When There Is Blood In The Streets</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\">\nIntel: Buy When There Is Blood In The Streets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-05 17:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4710447-intel-buy-when-there-is-blood-in-the-streets><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's 2Q24 earnings caused a 26.1% drop in stock, missing guidance and cutting dividend.Panic selling of Intel stock not justified, oversold based on Relative Strength Index.Intel's reorganization ...</p>\n\n<a href=\"https://seekingalpha.com/article/4710447-intel-buy-when-there-is-blood-in-the-streets\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1002010996/image_1002010996.jpg","relate_stocks":{"NVDA":"英伟达","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","TSM":"台积电","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4170":"电脑硬件、储存设备及电脑周边","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4503":"景林资产持仓","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","SSNLF":"三星电子","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4515":"5G概念","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","BK4567":"ESG概念","AMD":"美国超微公司","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4585":"ETF&股票定投概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4566":"资本集团","BK4575":"芯片概念","BK4587":"ChatGPT概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","03145":"华夏亚洲高息股","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","INTC":"英特尔","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK4579":"人工智能","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4588":"碎股","BK4141":"半导体产品","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4710447-intel-buy-when-there-is-blood-in-the-streets","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2457741650","content_text":"Intel's 2Q24 earnings caused a 26.1% drop in stock, missing guidance and cutting dividend.Panic selling of Intel stock not justified, oversold based on Relative Strength Index.Intel's reorganization and cost cuts could lead to rebound, potential value unlock through separating businesses or divesting Intel Foundry.   JHVEPhoto/iStock Editorial via Getty ImagesIntel Corporation (NASDAQ:INTC) (NEOE:INTC:CA) released nasty 2Q24 earnings last week that delivered a serious blow to the company’s shareholders last week. On Friday, Intel nose-dived 26.1% after investors, the worst drop in decades for the chip company. Intel missed quarterly guidance figures by a big margin, scrapped its dividend and said it would embark on a new round of cost cuts, furthering the perception that Intel will continue to struggle while NVIDIA Corporation (NVDA) and Advanced Micro Devices, Inc. (AMD) are both cashing in from burgeoning demand for graphics processing units. With that said, though, the kind of panic selling we witnessed on Friday is not justified, in my view, and Intel has a good chance to see a rebound in its operations in due time. While Intel’s reorganization will take more time and requires investors to be patient for longer, Intel’s stock is heavily oversold based on the Relative Strength Index, suggesting that investors are overly panicky. My Rating History I doubled down on Intel in April and I explained why in my article Intel: Poised For A Recovery (Upgrade) The main reason was that Intel was gearing up in the battle for graphics processing unit market share by finally launching the AI accelerator Gaudi®3 which was lauded as an H100 challenger. The reorganization that is set to take place will see Intel reduce its spending, which should have a positive margin effect next year. From a technical perspective, Intel’s stock is also oversold and now seriously cheap. Intel’s Terrible 2Q24 Creates Big Sell-Off  This quarter will not be remembered kindly by investors. Intel delivered a nightmarish earnings release for its 2Q that signaled persistent pain for the chip company. To add insult to injury: Intel’s problems come at a time when its peers in the data center market are smashing estimates and producing record results for their shareholders. Intel is a bit of a different story, however, for a number of reasons. First, Intel is trying to reinvent itself as an all-around chip company that does everything from dabbling in the data center market, to selling processors for gamers and is now seeking to transition into becoming a chip foundry. As such, Intel is set to compete against the likes of Samsung (OTCPK:SSNLF) or Taiwan Semiconductor Manufacturing Corporation (TSM). While there are good reasons to be foundry company, Intel’s multipronged strategy has led to some confusion among shareholders. Intel widely missed profit estimates for the second quarter as it had only $0.02 per share, adjusted, in earnings in 2Q24. The market anticipated $0.10 per share. But this wasn’t even the worst: Intel’s sales actually fell QoQ, by 1% to $12.8 billion.   Earnings And Revenues (TipRanks)Intel Products, which include Client Computing, Data Center, AI, and Network/Edge, produced only 4% YoY growth and total sales of $11.8 billion. AMD reported sales growth of 9% YoY for its second quarter, but a whopping 115% growth in data centers. Intel, however, barely made an impact with its data center business: It only produced 3% YoY growth and $3.0 billion in sales. The forecast for 3Q24 was equally depressing, with Intel further lowering its sales expectations. Intel now anticipates $12.5-13.5 billion in sales, reflecting a decrease of $1.2 billion YoY.   Total Intel Q2-24 Revenue (Intel Corporation)How Intel Could Potentially Unlock Value Intel is running two businesses here that are kind of distinct from each other: The Intel Products Group, which includes Intel’s main businesses and the Intel Foundry segment. In the foundry business, Intel seeks to become independent of contract manufacturers, but building a competitive foundry platform is capital expensive. Intel Foundry is not surprisingly the segment that produces the biggest loss for Intel and has been responsible for the chip company missing profit estimates in 2Q24. Intel Foundry lost $2.8 billion in operating income in the second quarter, which was the equivalent of the entire operating income in Intel’s Client Computing and Data Center segments.   Operating Income (Intel Corporation)A way for Intel to unlock value here might be to separate its two main businesses, Intel Products and Intel Foundry, and possible spin off the latter. Large segment losses are nothing new for Intel Foundry, as total operating income losses in the last year totaled a whopping $8.0 billion. A strategic divestment of Intel Foundry is also a potential escape hatch for the chip company and I could definitely see other companies in the sector, like TSMC or Samsung, being interested in acquiring foundry capacity. Furthermore, Intel, in the position it is in, is turning to cost cuts to save the day and aid its reorganization. Intel is planning to cut $10 billion in expenses and investment spending in 2025, which should provide a boost to margins and improve Intel’s operating income profile.   Cost Reduction Plan (Intel Corporation)Technical Analysis A big gap opened up after Intel’s 2Q24, and the short-term chart picture is distressingly bearish. The RSI, which is used as a sentiment indicator, has fallen to 17.60 which makes the stock extremely oversold and indicates that investors may overreact to Intel’s 2Q24 earnings. Furthermore, even before 2Q24 earnings, Intel crashed through the 20-day and 50-day moving average lines (the 200-day moving average line was left way behind back in April 2024) which complicates the chart picture as well. In the short-term, sentiment alone will probably speak against an investment in Intel. With that said, though, Intel should not be counted out of the game yet, and the chip company has moved swiftly to announce wide-ranging cost and capital expenditure realignments that are poised to have a positive margin effect next year.   Moving Averages (StockCharts.com)Intel’s Valuation Is Extraordinarily Cheap Intel has been lagging its peers in terms of GPU chip presence in the data center market and has been losing a lot of money in the Intel Foundry segment. Foundries operate on a contract manufacturing basis for the most part and are extremely capital intensive, with the cost of modern chip manufacturing plants running in the billions. The easiest way for Intel to drastically and immediately improve its profit prospects would be to separate itself from Intel Foundry, which is a strategic option that management has at its disposal. The market presently models $1.75 per share in profits for next year, reflecting 77% YoY profit growth. Taking into account Intel’s shockingly bad 2Q24, I think we are going to see some corrections here in the next couple of weeks and present estimates might not be reliable. I also think that Intel might not be in a particularly strong position to grow its profits at all next year. Based on today’s estimates for next year, Intel is selling for a profit multiple of 12.3x. Advanced Micro Devices is selling for 26.7x next year’s profits and Nvidia for 31.3x. Both Advanced Micro Devices have a key advantage over Intel, which is their data center segments are seeing considerable upside growth momentum.   Earnings Estimate (Yahoo Finance)Why The Investment Thesis Might Not Pan Out I was clearly mistaken in my last call on Intel, as I previously also bought the 52-week lows in Intel’s stock. In addition to obvious reorganization risks, Intel might see ongoing selling pressure in the short term as funds holding dividend-paying stocks will have to sell their Intel holdings. A lack of a clear strategic action plan for Intel’s Foundry business might also weigh on Intel’s profit prospects, as would a failure to turn the chip company’s operating income situation around in 2025. My Conclusion The best time to come out as an aggressive buyer is at times when the market is panicking and investors are selling into the weakness. Yes, Intel’s 2Q24 was bad in more ways than just one (weak guidance, poor results, steep profit miss, dividend cut), but the chip company is deeply oversold based on the Relative Strength Index and the stock is now selling at such a low profit multiple that there is actually a solid margin of safety embedded in Intel’s valuation. The chip company also has options such as divesting of its loss-making Intel Foundry business. If it does so, and manages to grow its margins next year, Intel’s stock could be a winner.  Though Intel is now widely out of favor with investors, the best time to buy is, as the saying goes, exactly when the blood is flowing in the streets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333892104900776,"gmtCreate":1722549926935,"gmtModify":1722562231649,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"All shares went down tonight but surprising AMD is one of the top losers :(","listText":"All shares went down tonight but surprising AMD is one of the top losers :(","text":"All shares went down tonight but surprising AMD is one of the top losers :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333892104900776","repostId":"1123575461","repostType":2,"repost":{"id":"1123575461","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1722523999,"share":"https://ttm.financial/m/news/1123575461?lang=&edition=fundamental","pubTime":"2024-08-01 22:53","market":"us","language":"en","title":"Stock Track | AMD Stock Dips 5% as Investors Take Profits After Q2 Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1123575461","media":"Stock Track","summary":"Shares of Advanced Micro Devices  fell 5.1% in intraday trading on Thursday, as investors took profits following the company's strong rally after its impressive second-quarter earnings report. The pullback came amid broader concerns about potential market volatility in the coming months and a general decline in semiconductor stocks.On Tuesday, AMD reported better-than-expected revenue and earnings for the second quarter, driven by robust growth in its data center business. The company's data cen","content":"<p>Shares of Advanced Micro Devices (AMD) fell 5.1% in intraday trading on Thursday, as investors took profits following the company's strong rally after its impressive second-quarter earnings report. The pullback came amid broader concerns about potential market volatility in the coming months and a general decline in semiconductor stocks.</p>\n\n<p>On Tuesday, AMD reported better-than-expected revenue and earnings for the second quarter, driven by robust growth in its data center business. The company's data center segment revenue surged 115% year-over-year, fueled by strong demand for its Instinct AI accelerators and 4th Gen CPUs. AMD's overall revenue grew 8.9% year-over-year to $5.84 billion, while its net income jumped to $265 million, up from $27 million in the same period last year.</p>\n\n<p>Following the impressive results, AMD's stock rallied, gaining over 5% on Wednesday. However, the momentum faded on Thursday as investors took profits and concerns about broader market performance resurfaced. Some analysts have warned that the stock market could face a pullback in August and September after a strong July, with the S&P 500 potentially declining more than 15% by the end of the year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | AMD Stock Dips 5% as Investors Take Profits After Q2 Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | AMD Stock Dips 5% as Investors Take Profits After Q2 Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2024-08-01 22:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of Advanced Micro Devices (AMD) fell 5.1% in intraday trading on Thursday, as investors took profits following the company's strong rally after its impressive second-quarter earnings report. The pullback came amid broader concerns about potential market volatility in the coming months and a general decline in semiconductor stocks.</p>\n\n<p>On Tuesday, AMD reported better-than-expected revenue and earnings for the second quarter, driven by robust growth in its data center business. The company's data center segment revenue surged 115% year-over-year, fueled by strong demand for its Instinct AI accelerators and 4th Gen CPUs. AMD's overall revenue grew 8.9% year-over-year to $5.84 billion, while its net income jumped to $265 million, up from $27 million in the same period last year.</p>\n\n<p>Following the impressive results, AMD's stock rallied, gaining over 5% on Wednesday. However, the momentum faded on Thursday as investors took profits and concerns about broader market performance resurfaced. Some analysts have warned that the stock market could face a pullback in August and September after a strong July, with the S&P 500 potentially declining more than 15% by the end of the year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123575461","content_text":"Shares of Advanced Micro Devices (AMD) fell 5.1% in intraday trading on Thursday, as investors took profits following the company's strong rally after its impressive second-quarter earnings report. The pullback came amid broader concerns about potential market volatility in the coming months and a general decline in semiconductor stocks.\nOn Tuesday, AMD reported better-than-expected revenue and earnings for the second quarter, driven by robust growth in its data center business. The company's data center segment revenue surged 115% year-over-year, fueled by strong demand for its Instinct AI accelerators and 4th Gen CPUs. AMD's overall revenue grew 8.9% year-over-year to $5.84 billion, while its net income jumped to $265 million, up from $27 million in the same period last year.\nFollowing the impressive results, AMD's stock rallied, gaining over 5% on Wednesday. However, the momentum faded on Thursday as investors took profits and concerns about broader market performance resurfaced. Some analysts have warned that the stock market could face a pullback in August and September after a strong July, with the S&P 500 potentially declining more than 15% by the end of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333890335064200,"gmtCreate":1722549492852,"gmtModify":1722549496463,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"All the share tumble tonight .....not only MU","listText":"All the share tumble tonight .....not only MU","text":"All the share tumble tonight .....not only MU","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333890335064200","repostId":"1127373491","repostType":2,"repost":{"id":"1127373491","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1722523735,"share":"https://ttm.financial/m/news/1127373491?lang=&edition=fundamental","pubTime":"2024-08-01 22:48","market":"us","language":"en","title":"Stock Track | Micron Technology Shares Tumble Amid Industry Headwinds and Cost Pressures","url":"https://stock-news.laohu8.com/highlight/detail?id=1127373491","media":"Stock Track","summary":"Shares of Micron Technology  plunged 5.30% during intraday trading on Thursday, as the semiconductor giant grappled with industry-wide challenges and rising expenses.The broader semiconductor sector experienced a pullback, with concerns mounting over weakening demand and macroeconomic uncertainties. Micron, a leading producer of memory chips and storage solutions, was not immune to these headwinds.Despite reporting better-than-expected quarterly results, Micron's stock faced pressure due to worr","content":"<p>Shares of Micron Technology (NASDAQ: MU) plunged 5.30% during intraday trading on Thursday, as the semiconductor giant grappled with industry-wide challenges and rising expenses.</p>\n\n<p>The broader semiconductor sector experienced a pullback, with concerns mounting over weakening demand and macroeconomic uncertainties. Micron, a leading producer of memory chips and storage solutions, was not immune to these headwinds.</p>\n\n<p>Despite reporting better-than-expected quarterly results, Micron's stock faced pressure due to worries about its high debt levels and increasing costs. The company's materials cost index reached an all-time high, reflecting the intense cost pressures faced by the industry.</p>\n\n<p>Additionally, concerns over international trade tensions and their potential impact on Micron's global operations weighed on investor sentiment. The company's exposure to international markets has been a source of uncertainty amid ongoing geopolitical tensions.</p>\n\n<p>However, Micron's recent innovations in high-bandwidth memory (HBM) and solid-state drives (SSDs) have garnered attention from industry analysts and investors alike. The company's cutting-edge products, designed to meet the growing demand for data storage and processing power, position it well for future growth opportunities, particularly in the rapidly expanding artificial intelligence (AI) and data center markets.</p>\n\n<p>Notably, several hedge funds and institutional investors have been increasing their positions in Micron, signaling confidence in the company's long-term prospects. Analysts have also highlighted Micron's attractive valuation and potential for margin expansion as the industry cycle improves.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Micron Technology Shares Tumble Amid Industry Headwinds and Cost Pressures</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\">\nStock Track | Micron Technology Shares Tumble Amid Industry Headwinds and Cost Pressures\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2024-08-01 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of Micron Technology (NASDAQ: MU) plunged 5.30% during intraday trading on Thursday, as the semiconductor giant grappled with industry-wide challenges and rising expenses.</p>\n\n<p>The broader semiconductor sector experienced a pullback, with concerns mounting over weakening demand and macroeconomic uncertainties. Micron, a leading producer of memory chips and storage solutions, was not immune to these headwinds.</p>\n\n<p>Despite reporting better-than-expected quarterly results, Micron's stock faced pressure due to worries about its high debt levels and increasing costs. The company's materials cost index reached an all-time high, reflecting the intense cost pressures faced by the industry.</p>\n\n<p>Additionally, concerns over international trade tensions and their potential impact on Micron's global operations weighed on investor sentiment. The company's exposure to international markets has been a source of uncertainty amid ongoing geopolitical tensions.</p>\n\n<p>However, Micron's recent innovations in high-bandwidth memory (HBM) and solid-state drives (SSDs) have garnered attention from industry analysts and investors alike. The company's cutting-edge products, designed to meet the growing demand for data storage and processing power, position it well for future growth opportunities, particularly in the rapidly expanding artificial intelligence (AI) and data center markets.</p>\n\n<p>Notably, several hedge funds and institutional investors have been increasing their positions in Micron, signaling confidence in the company's long-term prospects. Analysts have also highlighted Micron's attractive valuation and potential for margin expansion as the industry cycle improves.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127373491","content_text":"Shares of Micron Technology (NASDAQ: MU) plunged 5.30% during intraday trading on Thursday, as the semiconductor giant grappled with industry-wide challenges and rising expenses.\nThe broader semiconductor sector experienced a pullback, with concerns mounting over weakening demand and macroeconomic uncertainties. Micron, a leading producer of memory chips and storage solutions, was not immune to these headwinds.\nDespite reporting better-than-expected quarterly results, Micron's stock faced pressure due to worries about its high debt levels and increasing costs. The company's materials cost index reached an all-time high, reflecting the intense cost pressures faced by the industry.\nAdditionally, concerns over international trade tensions and their potential impact on Micron's global operations weighed on investor sentiment. The company's exposure to international markets has been a source of uncertainty amid ongoing geopolitical tensions.\nHowever, Micron's recent innovations in high-bandwidth memory (HBM) and solid-state drives (SSDs) have garnered attention from industry analysts and investors alike. The company's cutting-edge products, designed to meet the growing demand for data storage and processing power, position it well for future growth opportunities, particularly in the rapidly expanding artificial intelligence (AI) and data center markets.\nNotably, several hedge funds and institutional investors have been increasing their positions in Micron, signaling confidence in the company's long-term prospects. Analysts have also highlighted Micron's attractive valuation and potential for margin expansion as the industry cycle improves.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333752902488232,"gmtCreate":1722502242557,"gmtModify":1722502246132,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> Post good Result yet Nivdia is last night better better gainer :(","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> Post good Result yet Nivdia is last night better better gainer :(","text":"$Advanced Micro Devices(AMD)$ Post good Result yet Nivdia is last night better better gainer :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333752902488232","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330854422798480,"gmtCreate":1721780934831,"gmtModify":1721780938392,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"Nothing too exciting about the result especially stock price before that already shoot up. So it is to maintaining only.","listText":"Nothing too exciting about the result especially stock price before that already shoot up. So it is to maintaining only.","text":"Nothing too exciting about the result especially stock price before that already shoot up. So it is to maintaining only.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330854422798480","repostId":"1143877598","repostType":2,"repost":{"id":"1143877598","kind":"news","pubTimestamp":1721780023,"share":"https://ttm.financial/m/news/1143877598?lang=&edition=fundamental","pubTime":"2024-07-24 08:13","market":"us","language":"en","title":"Texas Instruments Gives Outlook Easing Fears of a Downturn","url":"https://stock-news.laohu8.com/highlight/detail?id=1143877598","media":"Bloomberg","summary":"Texas Instruments Inc. provided a sales outlook that signals an inventory glut is coming to an end, reassuring investors that a revival is underway in key markets for the company’s chips.Suppliers of ","content":"<html><head></head><body><p>Texas Instruments Inc. provided a sales outlook that signals an inventory glut is coming to an end, reassuring investors that a revival is underway in key markets for the company’s chips.</p><p style=\"text-align: start;\">Suppliers of electronic parts used in the industrial and automotive markets have seen their growth wiped out by slowing orders from customers who have found themselves stuck with too much inventory. Texas Instruments’ forecast stoked optimism that orders may now be on the rise and helped counter fresh concern caused by peer NXP Semiconductors NV, which on Monday gave projections that fell well short of estimates.</p><p style=\"text-align: start;\">Texas Instruments Chief Executive Officer Haviv Ilan said that China, which is the largest market for semiconductors, has returned to growth after its electronics makers finished drawing down their stockpiles of unused components. Europe and Japan are still in the early phase of that process, Ilan said. Within the company’s industrial segment, about half of the markets are still working through inventory while others have returned to increasing orders, he said.</p><p style=\"text-align: start;\">“It was a good quarter for our China business,” Ilan said on a conference call after Texas Instruments released results on Tuesday. There were “very distinct signals that customers have worked down their inventory.”</p><p>The company projected sales in the period ending in September will be $3.94 billion to $4.26 billion. Analysts, on average, estimated $4.14 billion, according to data compiled by Bloomberg. Profit will be $1.24 to $1.48 a share, Texas Instruments said in a statement, compared with an average projection of $1.38.</p><p style=\"text-align: start;\">Still, the Dallas-based company is sticking to its policy of not predicting when the market for chips will pick up overall. The current cycle is unusual in that different areas and geographies are behaving differently, said Chief Financial Officer Rafael Lizardi. The projected sequential improvement in revenue during the current quarter is being driven by electronics makers preparing for the end-of-year holiday shopping season, he said.</p><p style=\"text-align: start;\">Texas Instruments’ factories are running at closer to full capacity and inventory remains roughly flat, Lizardi said. Executives added that the company is able to fill most orders as soon as it receives them — an indication that supply and demand are roughly in balance.</p><p style=\"text-align: start;\">Separately, Elliott Investment Management, which in May took a $2.5 billion position in Texas Instruments and expressed concern about the company’s increased spending on new plants, reversed course and praised Ilan’s comments on the call. The CEO appeared on the call usually handled by his CFO and head of investor relations and said he wanted to provide more details on the company’s plans.</p><p style=\"text-align: start;\">“We appreciate the constructive dialogue that we have established with Texas Instruments, and we believe the steps announced today will support long-term value creation for all of its shareholders,” Elliott said in a statement.</p><p style=\"text-align: start;\">The shares rose about 3% in extended trading. The stock had earlier closed at $198.29 in New York, leaving them up 16% in 2024. The company’s shares have lagged behind a rally in the Philadelphia Stock Exchange Semiconductor Index this year as investors have poured money into Nvidia Corp. and other companies that make parts for artificial intelligence computing.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0dd8e0860616672d416b03d5fa40a632\" tg-width=\"409\" tg-height=\"383\"/></p><p style=\"text-align: start;\">In the second quarter, revenue declined 16% to $3.82 billion, marking the seventh consecutive contraction. Analysts projected $3.82 billion. Profit was $1.22 a share, compare with an estimate of $1.16.</p><p style=\"text-align: start;\">Texas Instruments has the widest customer base and biggest product range among chipmakers, so the company’s results and forecasts act as an indicator of demand across a variety of industries. The majority of its chips go into industrial and automotive applications.</p><p style=\"text-align: start;\">It’s the biggest maker of analog semiconductors and embedded processors. Its products perform simple but vital functions, such as converting power to different voltages within electronics.</p><p style=\"text-align: start;\">The company is spending heavily on new plants, an effort to bring most production back in house, but weighing down its profit in the meantime. Texas Instruments has said that effort, when complete, will give it a cost advantage over rivals. The company will continue with that plan, it said today.</p></body></html>","source":"lsy1584095487587","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>Texas Instruments Gives Outlook Easing Fears of a 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\">\nTexas Instruments Gives Outlook Easing Fears of a Downturn\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-24 08:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-07-23/texas-instruments-gives-in-line-forecast-calming-downturn-fear><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Texas Instruments Inc. provided a sales outlook that signals an inventory glut is coming to an end, reassuring investors that a revival is underway in key markets for the company’s chips.Suppliers of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-07-23/texas-instruments-gives-in-line-forecast-calming-downturn-fear\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TXN":"德州仪器"},"source_url":"https://www.bloomberg.com/news/articles/2024-07-23/texas-instruments-gives-in-line-forecast-calming-downturn-fear","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143877598","content_text":"Texas Instruments Inc. provided a sales outlook that signals an inventory glut is coming to an end, reassuring investors that a revival is underway in key markets for the company’s chips.Suppliers of electronic parts used in the industrial and automotive markets have seen their growth wiped out by slowing orders from customers who have found themselves stuck with too much inventory. Texas Instruments’ forecast stoked optimism that orders may now be on the rise and helped counter fresh concern caused by peer NXP Semiconductors NV, which on Monday gave projections that fell well short of estimates.Texas Instruments Chief Executive Officer Haviv Ilan said that China, which is the largest market for semiconductors, has returned to growth after its electronics makers finished drawing down their stockpiles of unused components. Europe and Japan are still in the early phase of that process, Ilan said. Within the company’s industrial segment, about half of the markets are still working through inventory while others have returned to increasing orders, he said.“It was a good quarter for our China business,” Ilan said on a conference call after Texas Instruments released results on Tuesday. There were “very distinct signals that customers have worked down their inventory.”The company projected sales in the period ending in September will be $3.94 billion to $4.26 billion. Analysts, on average, estimated $4.14 billion, according to data compiled by Bloomberg. Profit will be $1.24 to $1.48 a share, Texas Instruments said in a statement, compared with an average projection of $1.38.Still, the Dallas-based company is sticking to its policy of not predicting when the market for chips will pick up overall. The current cycle is unusual in that different areas and geographies are behaving differently, said Chief Financial Officer Rafael Lizardi. The projected sequential improvement in revenue during the current quarter is being driven by electronics makers preparing for the end-of-year holiday shopping season, he said.Texas Instruments’ factories are running at closer to full capacity and inventory remains roughly flat, Lizardi said. Executives added that the company is able to fill most orders as soon as it receives them — an indication that supply and demand are roughly in balance.Separately, Elliott Investment Management, which in May took a $2.5 billion position in Texas Instruments and expressed concern about the company’s increased spending on new plants, reversed course and praised Ilan’s comments on the call. The CEO appeared on the call usually handled by his CFO and head of investor relations and said he wanted to provide more details on the company’s plans.“We appreciate the constructive dialogue that we have established with Texas Instruments, and we believe the steps announced today will support long-term value creation for all of its shareholders,” Elliott said in a statement.The shares rose about 3% in extended trading. The stock had earlier closed at $198.29 in New York, leaving them up 16% in 2024. The company’s shares have lagged behind a rally in the Philadelphia Stock Exchange Semiconductor Index this year as investors have poured money into Nvidia Corp. and other companies that make parts for artificial intelligence computing.In the second quarter, revenue declined 16% to $3.82 billion, marking the seventh consecutive contraction. Analysts projected $3.82 billion. Profit was $1.22 a share, compare with an estimate of $1.16.Texas Instruments has the widest customer base and biggest product range among chipmakers, so the company’s results and forecasts act as an indicator of demand across a variety of industries. The majority of its chips go into industrial and automotive applications.It’s the biggest maker of analog semiconductors and embedded processors. Its products perform simple but vital functions, such as converting power to different voltages within electronics.The company is spending heavily on new plants, an effort to bring most production back in house, but weighing down its profit in the meantime. Texas Instruments has said that effort, when complete, will give it a cost advantage over rivals. The company will continue with that plan, it said today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330797887140112,"gmtCreate":1721766869241,"gmtModify":1721766877992,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"This type of result consider good ?","listText":"This type of result consider good ?","text":"This type of result consider good ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330797887140112","repostId":"2453001067","repostType":2,"repost":{"id":"2453001067","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1721766574,"share":"https://ttm.financial/m/news/2453001067?lang=&edition=fundamental","pubTime":"2024-07-24 04:29","market":"us","language":"en","title":"BUZZ-Texas Instruments rises after beating second-quarter profit estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2453001067","media":"Reuters","summary":"** Shares of analog chipmaker Texas Instruments    up 3.9% at $206.20 in extended trading   ** Company reports earnings of $1.22/shr for Q2, compared to analysts' average estimate of $1.16 - LSEG data   ** Posts Q2 revenue of $3.82 bln, in line with analysts' estimate   ** TXN forecasts Q3 revenue to be between $3.94 bln and $4.26 bln, compared with analysts' average est. of $4.12 bln       ** Expects Q3 EPS to be between $1.24 and $1.48 vs analysts' est. of $1.37/shr   ** Up to last close, stock up ~16% YTD ","content":"<html><body><p>** Shares of analog chipmaker Texas Instruments    up 3.9% at $206.20 in extended trading</p><p>   ** Company reports earnings of $1.22/shr for Q2, compared to analysts' average estimate of $1.16 - LSEG data</p><p>   ** Posts Q2 revenue of $3.82 bln, in line with analysts' estimate</p><p>   ** TXN forecasts Q3 revenue to be between $3.94 bln and $4.26 bln, compared with analysts' average est. of $4.12 bln</p><p>       ** Expects Q3 EPS to be between $1.24 and $1.48 vs analysts' est. of $1.37/shr</p><p>   ** Up to last close, stock up ~16% YTD</p><p> (Reporting by Jaspreet Singh in Bengaluru)</p><p>((Jaspreet.Singh@thomsonreuters.com ; ))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ-Texas Instruments rises after beating second-quarter profit estimates</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\">\nBUZZ-Texas Instruments rises after beating second-quarter profit estimates\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\">2024-07-24 04:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>** Shares of analog chipmaker Texas Instruments    up 3.9% at $206.20 in extended trading</p><p>   ** Company reports earnings of $1.22/shr for Q2, compared to analysts' average estimate of $1.16 - LSEG data</p><p>   ** Posts Q2 revenue of $3.82 bln, in line with analysts' estimate</p><p>   ** TXN forecasts Q3 revenue to be between $3.94 bln and $4.26 bln, compared with analysts' average est. of $4.12 bln</p><p>       ** Expects Q3 EPS to be between $1.24 and $1.48 vs analysts' est. of $1.37/shr</p><p>   ** Up to last close, stock up ~16% YTD</p><p> (Reporting by Jaspreet Singh in Bengaluru)</p><p>((Jaspreet.Singh@thomsonreuters.com ; ))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BUZZ":"VanEck Social Sentiment ETF","TXN":"德州仪器"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453001067","content_text":"** Shares of analog chipmaker Texas Instruments    up 3.9% at $206.20 in extended trading   ** Company reports earnings of $1.22/shr for Q2, compared to analysts' average estimate of $1.16 - LSEG data   ** Posts Q2 revenue of $3.82 bln, in line with analysts' estimate   ** TXN forecasts Q3 revenue to be between $3.94 bln and $4.26 bln, compared with analysts' average est. of $4.12 bln       ** Expects Q3 EPS to be between $1.24 and $1.48 vs analysts' est. of $1.37/shr   ** Up to last close, stock up ~16% YTD (Reporting by Jaspreet Singh in Bengaluru)((Jaspreet.Singh@thomsonreuters.com ; ))","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329279477055648,"gmtCreate":1721396148687,"gmtModify":1721396158657,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> What crap this is.....cheat cheat cheat. All just want to push the stock lower and lower. Past 4 days all down. Need to respect this power and also a good lesson learnt :(","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> What crap this is.....cheat cheat cheat. All just want to push the stock lower and lower. Past 4 days all down. Need to respect this power and also a good lesson learnt :(","text":"$Micron Technology(MU)$ What crap this is.....cheat cheat cheat. All just want to push the stock lower and lower. Past 4 days all down. Need to respect this power and also a good lesson learnt :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/329279477055648","isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321343500611784,"gmtCreate":1719472698343,"gmtModify":1719472701738,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> so it is also the big players calling the shots......meeting the expectation after results and share price go down the drain :(","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> so it is also the big players calling the shots......meeting the expectation after results and share price go down the drain :(","text":"$Micron Technology(MU)$ so it is also the big players calling the shots......meeting the expectation after results and share price go down the drain :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321343500611784","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315720704680000,"gmtCreate":1718111627299,"gmtModify":1718111629783,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>&nbsp;","text":"$Micron Technology(MU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315720704680000","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315720685412416,"gmtCreate":1718111622594,"gmtModify":1718111626443,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> Any one here know how to trade option ? I going to buy MU option but dun know how","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> Any one here know how to trade option ? I going to buy MU option but dun know how","text":"$Micron Technology(MU)$ Any one here know how to trade option ? I going to buy MU option but dun know how","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/315720685412416","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"content":"Be careful. Options trading can generate good profits consistently but also make a big hole out of your portfolio in one shot. Use the mock trading account first to test your skills as learning w real cash can be very painful. A few tips: Learn the greeks and how to use timeframes for each trade. Knowing when to place your position by reading charts is key but it can also go sideways all of a sudden w the wrong headlines. Apply what you learn from books and youtube in the mock trading first but know that its very different live as margins play a big role and dont max out your margins. Dont trade non blue chip companies. Goodluck!","text":"Be careful. Options trading can generate good profits consistently but also make a big hole out of your portfolio in one shot. Use the mock trading account first to test your skills as learning w real cash can be very painful. A few tips: Learn the greeks and how to use timeframes for each trade. Knowing when to place your position by reading charts is key but it can also go sideways all of a sudden w the wrong headlines. Apply what you learn from books and youtube in the mock trading first but know that its very different live as margins play a big role and dont max out your margins. Dont trade non blue chip companies. Goodluck!","html":"Be careful. Options trading can generate good profits consistently but also make a big hole out of your portfolio in one shot. Use the mock trading account first to test your skills as learning w real cash can be very painful. A few tips: Learn the greeks and how to use timeframes for each trade. Knowing when to place your position by reading charts is key but it can also go sideways all of a sudden w the wrong headlines. Apply what you learn from books and youtube in the mock trading first but know that its very different live as margins play a big role and dont max out your margins. Dont trade non blue chip companies. Goodluck!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286348529926152,"gmtCreate":1710944100064,"gmtModify":1710944103770,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"Badly hit with negative news......with better&nbsp; News ; share still not going up. Something fishy :(","listText":"Badly hit with negative news......with better&nbsp; News ; share still not going up. Something fishy :(","text":"Badly hit with negative news......with better News ; share still not going up. Something fishy :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286348529926152","repostId":"2420742055","repostType":2,"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286348051013656,"gmtCreate":1710944004673,"gmtModify":1710944008190,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"Share continue to be weak","listText":"Share continue to be weak","text":"Share continue to be weak","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286348051013656","repostId":"2420742055","repostType":2,"repost":{"id":"2420742055","kind":"highlight","pubTimestamp":1710941040,"share":"https://ttm.financial/m/news/2420742055?lang=&edition=fundamental","pubTime":"2024-03-20 21:24","market":"fut","language":"en","title":"Intel Finally Locks Down Billions in CHIPS Act Funding","url":"https://stock-news.laohu8.com/highlight/detail?id=2420742055","media":"Motley Fool","summary":"Massive financial incentives will flow to Intel as it invests $100 billion in U.S. semiconductor projects.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Intel's quest to become the world's second-largest foundry has been hampered by the slow rollout of federal funding.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>The company finally has some clarity, with a preliminary agreement unlocking billions in grants, loans, and tax credits.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Major projects in Ohio, Arizona, New Mexico, and Oregon will benefit from the funding as the chipmaker races to regain its manufacturing edge and build out capacity.</div>\n</li>\n</ul><div><p>After a long period of uncertainty, semiconductor giant <strong>Intel</strong> <span>(INTC<span> -1.54%</span>)</span> finally has some clarity on the amount of funding it will receive from the U.S. government to help fuel its expansion plans. Intel is set to invest more than $100 billion in the U.S. over five years in a bid to retake manufacturing leadership and grow into the world's second-largest foundry.</p><p>The CHIPS and Science Act, which was signed into law in August 2022, set aside tens of billions of dollars for subsidies to revitalize and strengthen the U.S. semiconductor industry. That money has flowed at a slow trickle until now, contributing to delays in projects that are already underway.</p><p>In February, it was reported that Intel was postponing one of its big U.S. projects partly due to the lack of government funding. Intel's $20 billion project in Ohio, which includes two leading-edge chip factories, was originally set to come on line in 2025. Construction is now reportedly scheduled to drag on through most of 2026.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"204036\" :show_benchmark_compare=\"false\" amount_change=\"-0.66\" average_volume=\"44,063,777\" company_name=\"Intel\" current_price=\"42.05\" daily_high=\"42.29\" daily_low=\"41.44\" default_period=\"OneYear\" dividend_yield=\"1.19%\" exchange=\"NASDAQ\" fifty_two_week_high=\"51.28\" fifty_two_week_low=\"26.86\" gross_margin=\"40.04\" logo=\"https://g.foolcdn.com/art/companylogos/mark/INTC.png\" market_cap=\"$178B\" pe_ratio=\"108.99\" percent_change=\"-1.54\" symbol=\"INTC\" volume=\"2,579,532\"></app></div><h2>Funding has finally arrived</h2><p>On Wednesday, Intel announced that it had reached a preliminary agreement with the U.S. Department of Commerce and the Biden administration that will deliver $8.5 billion in direct funding for its U.S. semiconductor projects. In addition to those grants, Intel will have the option to draw from $11 billion in federal loans.</p><p>On top of the nearly $20 billion of capital available to Intel through grants and loans, the company is also eligible for substantial tax credits. Intel plans to claim the U.S. Treasury Department's Investment Tax Credit, which the company expects to be worth up to 25% of the $100 billion in investments it plans to make over five years.</p><div><div></div></div><p>This funding will go toward the Ohio project, as well as major projects in Arizona, New Mexico, and Oregon. The preliminary deal removes much of the uncertainty surrounding federal funding for Intel's vast U.S. investments.</p><h2>Intel's manufacturing renaissance takes shape</h2><p>Intel expects to regain the manufacturing lead over foundry market leader <strong>Taiwan Semiconductor Manufacturing</strong> in 2025 with its advanced Intel 18A process node. Intel 18A will feature a new type of transistor, as well as backside power delivery, a technology that can boost performance and efficiency. TSMC isn't expected to implement backside power delivery until 2026.</p><p>The federal funding and incentives Intel is set to receive will aid the company as it builds out its capacity for Intel 18A and future process nodes. The chipmaker has so far racked up $15 billion in total deal value for its foundry, most of which won't start to be converted into revenue until next year as production ramps up. The most notable customer so far is <strong>Microsoft</strong>, which will use Intel 18A for an undisclosed custom chip.</p><p>Intel's overall manufacturing capacity is set to ramp up dramatically in 2026 and beyond as Intel 18A comes into its own. The company also plans to begin initial production on its more advanced Intel 14A node in 2026, with Intel 10A following in 2027. It will also offer foundry customers refined versions of Intel 18A and Intel 3 as time goes on.</p><div><div></div></div><p>While it will take time for Intel to build out manufacturing capacity and begin recognizing meaningful revenue from its foundry customer wins, the company appears to be on track. If Intel can truly regain manufacturing leadership in 2025 and then hold onto it as it competes with TSMC, more big-name customers are likely to follow Microsoft in choosing Intel 18A and future process nodes.</p><p>With the federal funding picture now clear, one of the big uncertainties around Intel's long-term foundry ambitions has been removed.</p><div></div></div></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>Intel Finally Locks Down Billions in CHIPS Act Funding</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\">\nIntel Finally Locks Down Billions in CHIPS Act Funding\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-20 21:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/20/intel-finally-locks-down-billions-in-chips-act-fun/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's quest to become the world's second-largest foundry has been hampered by the slow rollout of federal funding.\n\n\n\n\n\n\n\nThe company finally has some clarity, with a preliminary agreement unlocking...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/20/intel-finally-locks-down-billions-in-chips-act-fun/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F769963%2Fmicrochip-technology-computer-chip-data-processing-2.jpg&op=resize&w=165&h=104","relate_stocks":{"MSFT":"微软","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4534":"瑞士信贷持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","INTC":"英特尔","LU0171293334.USD":"贝莱德英国基金A2","BK4576":"AR","LU0109392836.USD":"富兰克林科技股A","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","BK4587":"ChatGPT概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4535":"淡马锡持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4577":"网络游戏","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4538":"云计算","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4097":"系统软件","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4512":"苹果概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4529":"IDC概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4528":"SaaS概念","LU0079474960.USD":"联博美国增长基金A","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4515":"5G概念"},"source_url":"https://www.fool.com/investing/2024/03/20/intel-finally-locks-down-billions-in-chips-act-fun/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420742055","content_text":"Intel's quest to become the world's second-largest foundry has been hampered by the slow rollout of federal funding.\n\n\n\n\n\n\n\nThe company finally has some clarity, with a preliminary agreement unlocking billions in grants, loans, and tax credits.\n\n\n\n\n\n\n\nMajor projects in Ohio, Arizona, New Mexico, and Oregon will benefit from the funding as the chipmaker races to regain its manufacturing edge and build out capacity.\n\nAfter a long period of uncertainty, semiconductor giant Intel (INTC -1.54%) finally has some clarity on the amount of funding it will receive from the U.S. government to help fuel its expansion plans. Intel is set to invest more than $100 billion in the U.S. over five years in a bid to retake manufacturing leadership and grow into the world's second-largest foundry.The CHIPS and Science Act, which was signed into law in August 2022, set aside tens of billions of dollars for subsidies to revitalize and strengthen the U.S. semiconductor industry. That money has flowed at a slow trickle until now, contributing to delays in projects that are already underway.In February, it was reported that Intel was postponing one of its big U.S. projects partly due to the lack of government funding. Intel's $20 billion project in Ohio, which includes two leading-edge chip factories, was originally set to come on line in 2025. Construction is now reportedly scheduled to drag on through most of 2026.Funding has finally arrivedOn Wednesday, Intel announced that it had reached a preliminary agreement with the U.S. Department of Commerce and the Biden administration that will deliver $8.5 billion in direct funding for its U.S. semiconductor projects. In addition to those grants, Intel will have the option to draw from $11 billion in federal loans.On top of the nearly $20 billion of capital available to Intel through grants and loans, the company is also eligible for substantial tax credits. Intel plans to claim the U.S. Treasury Department's Investment Tax Credit, which the company expects to be worth up to 25% of the $100 billion in investments it plans to make over five years.This funding will go toward the Ohio project, as well as major projects in Arizona, New Mexico, and Oregon. The preliminary deal removes much of the uncertainty surrounding federal funding for Intel's vast U.S. investments.Intel's manufacturing renaissance takes shapeIntel expects to regain the manufacturing lead over foundry market leader Taiwan Semiconductor Manufacturing in 2025 with its advanced Intel 18A process node. Intel 18A will feature a new type of transistor, as well as backside power delivery, a technology that can boost performance and efficiency. TSMC isn't expected to implement backside power delivery until 2026.The federal funding and incentives Intel is set to receive will aid the company as it builds out its capacity for Intel 18A and future process nodes. The chipmaker has so far racked up $15 billion in total deal value for its foundry, most of which won't start to be converted into revenue until next year as production ramps up. The most notable customer so far is Microsoft, which will use Intel 18A for an undisclosed custom chip.Intel's overall manufacturing capacity is set to ramp up dramatically in 2026 and beyond as Intel 18A comes into its own. The company also plans to begin initial production on its more advanced Intel 14A node in 2026, with Intel 10A following in 2027. It will also offer foundry customers refined versions of Intel 18A and Intel 3 as time goes on.While it will take time for Intel to build out manufacturing capacity and begin recognizing meaningful revenue from its foundry customer wins, the company appears to be on track. If Intel can truly regain manufacturing leadership in 2025 and then hold onto it as it competes with TSMC, more big-name customers are likely to follow Microsoft in choosing Intel 18A and future process nodes.With the federal funding picture now clear, one of the big uncertainties around Intel's long-term foundry ambitions has been removed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279500520390816,"gmtCreate":1709259044217,"gmtModify":1709259048478,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"For past 1-2 weeks Intel stock actually go Down while other tech stock shoot up :(","listText":"For past 1-2 weeks Intel stock actually go Down while other tech stock shoot up :(","text":"For past 1-2 weeks Intel stock actually go Down while other tech stock shoot up :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279500520390816","repostId":"2416850679","repostType":2,"repost":{"id":"2416850679","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1709240280,"share":"https://ttm.financial/m/news/2416850679?lang=&edition=fundamental","pubTime":"2024-03-01 04:58","market":"sh","language":"en","title":"Dow's Nearly 100-Point Rally Highlighted By Gains For Salesforce, Intel Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2416850679","media":"Dow Jones","summary":"This article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Salesforce and Intel are trading higher Thursday afternoon, sending the Dow Jones Industrial Average into positive territory. Shares of Salesforce  and Intel  have contributed to the index's intraday rally, as the Dow  was most recently trading 99 points, or 0.3%, higher. Salesforce's shares have gained $10.50  while those of Intel are up $1.05 , combining for a roughly 76-point bump for the Dow. Other components contributing significantly to the gain include undefined , Dow , and Caterpillar . A $1 move in any of the Dow's 30 components equates to a 6.59-point swing.Data source: Dow Jones Market Data, FactSet. Data compiled February 29, 2024.This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nDJ Dow's Nearly 100-Point Rally Highlighted By Gains For Salesforce, Intel Stocks\n</p>\n<p>\n  This article was automatically generated by MarketWatch using technology from Automated Insights. \n</p>\n<p>\n     Shares of Salesforce and Intel are trading higher Thursday afternoon, sending the Dow Jones Industrial Average into positive territory. Shares of Salesforce <a href=\"https://laohu8.com/S/CRM\">$(CRM)$</a> and Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> have contributed to the index's intraday rally, as the Dow  was most recently trading 99 points, or 0.3%, higher. Salesforce's shares have gained $10.50 (3.5%) while those of Intel are up $1.05 (2.5%), combining for a roughly 76-point bump for the Dow. Other components contributing significantly to the gain include undefined <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Dow <a href=\"https://laohu8.com/S/DOW\">$(DOW)$</a>, and Caterpillar <a href=\"https://laohu8.com/S/CAT\">$(CAT)$</a>. A $1 move in any of the Dow's 30 components equates to a 6.59-point swing. \n</p>\n<p>\n     Data source: Dow Jones Market Data, FactSet. Data compiled February 29, 2024. \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 29, 2024 15:58 ET (20:58 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow's Nearly 100-Point Rally Highlighted By Gains For Salesforce, Intel Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow's Nearly 100-Point Rally Highlighted By Gains For Salesforce, Intel Stocks\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\">2024-03-01 04:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nDJ Dow's Nearly 100-Point Rally Highlighted By Gains For Salesforce, Intel Stocks\n</p>\n<p>\n  This article was automatically generated by MarketWatch using technology from Automated Insights. \n</p>\n<p>\n     Shares of Salesforce and Intel are trading higher Thursday afternoon, sending the Dow Jones Industrial Average into positive territory. Shares of Salesforce <a href=\"https://laohu8.com/S/CRM\">$(CRM)$</a> and Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> have contributed to the index's intraday rally, as the Dow  was most recently trading 99 points, or 0.3%, higher. Salesforce's shares have gained $10.50 (3.5%) while those of Intel are up $1.05 (2.5%), combining for a roughly 76-point bump for the Dow. Other components contributing significantly to the gain include undefined <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Dow <a href=\"https://laohu8.com/S/DOW\">$(DOW)$</a>, and Caterpillar <a href=\"https://laohu8.com/S/CAT\">$(CAT)$</a>. A $1 move in any of the Dow's 30 components equates to a 6.59-point swing. \n</p>\n<p>\n     Data source: Dow Jones Market Data, FactSet. Data compiled February 29, 2024. \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 29, 2024 15:58 ET (20:58 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","CRM":"赛富时"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416850679","content_text":"DJ Dow's Nearly 100-Point Rally Highlighted By Gains For Salesforce, Intel Stocks\n\n\n  This article was automatically generated by MarketWatch using technology from Automated Insights. \n\n\n     Shares of Salesforce and Intel are trading higher Thursday afternoon, sending the Dow Jones Industrial Average into positive territory. Shares of Salesforce $(CRM)$ and Intel $(INTC)$ have contributed to the index's intraday rally, as the Dow  was most recently trading 99 points, or 0.3%, higher. Salesforce's shares have gained $10.50 (3.5%) while those of Intel are up $1.05 (2.5%), combining for a roughly 76-point bump for the Dow. Other components contributing significantly to the gain include undefined $(AMZN)$, Dow $(DOW)$, and Caterpillar $(CAT)$. A $1 move in any of the Dow's 30 components equates to a 6.59-point swing. \n\n\n     Data source: Dow Jones Market Data, FactSet. Data compiled February 29, 2024. \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 29, 2024 15:58 ET (20:58 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":187203145,"gmtCreate":1623754042387,"gmtModify":1704210582468,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>Go MU","listText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>Go MU","text":"$Micron Technology(MU)$Go MU","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/187203145","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329279477055648,"gmtCreate":1721396148687,"gmtModify":1721396158657,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> What crap this is.....cheat cheat cheat. All just want to push the stock lower and lower. Past 4 days all down. Need to respect this power and also a good lesson learnt :(","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> What crap this is.....cheat cheat cheat. All just want to push the stock lower and lower. Past 4 days all down. Need to respect this power and also a good lesson learnt :(","text":"$Micron Technology(MU)$ What crap this is.....cheat cheat cheat. All just want to push the stock lower and lower. Past 4 days all down. Need to respect this power and also a good lesson learnt :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/329279477055648","isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930841243,"gmtCreate":1661937922584,"gmtModify":1676536607696,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"Chip stock already plunge ; not could plunge","listText":"Chip stock already plunge ; not could plunge","text":"Chip stock already plunge ; not could plunge","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9930841243","repostId":"2263419923","repostType":4,"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100058529967950","authorId":"4100058529967950","name":"EKOS","avatar":"https://community-static.tradeup.com/news/262b14194b70ac55fd568f3bea2f9a78","crmLevel":3,"crmLevelSwitch":0,"idStr":"4100058529967950","authorIdStr":"4100058529967950"},"content":"double plunges","text":"double plunges","html":"double plunges"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315720685412416,"gmtCreate":1718111622594,"gmtModify":1718111626443,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> Any one here know how to trade option ? I going to buy MU option but dun know how","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> Any one here know how to trade option ? I going to buy MU option but dun know how","text":"$Micron Technology(MU)$ Any one here know how to trade option ? I going to buy MU option but dun know how","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/315720685412416","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"content":"Be careful. Options trading can generate good profits consistently but also make a big hole out of your portfolio in one shot. Use the mock trading account first to test your skills as learning w real cash can be very painful. A few tips: Learn the greeks and how to use timeframes for each trade. Knowing when to place your position by reading charts is key but it can also go sideways all of a sudden w the wrong headlines. Apply what you learn from books and youtube in the mock trading first but know that its very different live as margins play a big role and dont max out your margins. Dont trade non blue chip companies. Goodluck!","text":"Be careful. Options trading can generate good profits consistently but also make a big hole out of your portfolio in one shot. Use the mock trading account first to test your skills as learning w real cash can be very painful. A few tips: Learn the greeks and how to use timeframes for each trade. Knowing when to place your position by reading charts is key but it can also go sideways all of a sudden w the wrong headlines. Apply what you learn from books and youtube in the mock trading first but know that its very different live as margins play a big role and dont max out your margins. Dont trade non blue chip companies. Goodluck!","html":"Be careful. Options trading can generate good profits consistently but also make a big hole out of your portfolio in one shot. Use the mock trading account first to test your skills as learning w real cash can be very painful. A few tips: Learn the greeks and how to use timeframes for each trade. Knowing when to place your position by reading charts is key but it can also go sideways all of a sudden w the wrong headlines. Apply what you learn from books and youtube in the mock trading first but know that its very different live as margins play a big role and dont max out your margins. Dont trade non blue chip companies. Goodluck!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155192410,"gmtCreate":1625384218830,"gmtModify":1703741127120,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155192410","repostId":"1189605893","repostType":4,"repost":{"id":"1189605893","kind":"news","pubTimestamp":1625363433,"share":"https://ttm.financial/m/news/1189605893?lang=&edition=fundamental","pubTime":"2021-07-04 09:50","market":"us","language":"en","title":"When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189605893","media":"Barron's","summary":"It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.Investors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&P 500—m","content":"<p>It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.</p>\n<p>Owning the Big Five—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Facebook(FB), andAlphabet’sGoogle (GOOGL)—has been lucrative: These companies have logged gains of 125% to 245% since the beginning of 2019. These stocks are widely held, not just by index investors, but also among all kinds of active fund managers—including those who don’t typically own growth companies.</p>\n<p>Together, the five companies account for almost 22% of theS&amp;P 500index. Of course, the Nifty Fifty stocks dominated the 1970s, and blue-chip stalwarts such asIBM(IBM) andAT&amp;T(T) ruled the 1980s. Those companies may have wielded even more influence over the broad economy than today’s biggest companies do, but the level of market concentration is higher now, and the Big Five’s impact on the broad market is much greater because of their size, according to Howard Silverblatt, senior index analyst at S&amp;P Dow Jones Indices. Apple and Microsoft are the first U.S. stocks whose market values have soared past $2 trillion. Though it has slipped a bit this year, Apple hit peak concentration for a single stock in the S&amp;P 500 last year at about 7%, higher than IBM’s in its heyday.</p>\n<p>There are signs that investor appetite for risk is waning, which could hurt the prospects for the growth of Big Tech. There has beena selloff in speculative cornersof the market, such as cryptocurrencies and special purpose acquisition companies, better known as SPACs. And, of course, there is therising consternationabout both inflation andinterest ratesmoving higher. If the Big Fiveslow downor tumble, the entire market—including all index investors—will feel it. If these stocks decline by 10%, for instance, in order for the S&amp;P 500 to keep trading flat, the bottom 100 stocks in the index would have to rise by a collective 75%, according toGoldman Sachs.This dynamic explains why narrow market breadth has often preceded big losses.</p>\n<p><b>When Less May Be More</b></p>\n<p>These funds are more diversified than the S&amp;P 500, and could be more resilient if the tech megacaps stumble.</p>\n<p><img src=\"https://static.tigerbbs.com/d308adf067ef3205da5f7c1bddb75e77\" tg-width=\"697\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p>Investors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&amp;P 500—more than the energy, real estate, materials, or utilities sectors. Amazon hasn’t hit an all-time high this year, and has underperformed the S&amp;P 500 by 25 percentage points since September 2020 amid questions about the company’s e-commerce growth. Add in regulatory pressure, which could make the path ahead for these companies rockier, such as a House panel’s approval of sweeping legislation last month that could curb the dominance of companies like Google and Facebook.</p>\n<p>A global recovery could also make the Big Five stocks less special. “The story line with megacap tech stocks has been that economic growth has been hard to find and rates so low that you wanted to own powerful growth stocks,” says Scott Opsal, director of research at Leuthold Group. “But for those who think the economy has room to run, you don’t have to pay up for the growth that investors were willing to pay for in 2018 or 2019.” For Opsal, the changing backdrop is reason for a barbell approach, owning some of the technology winners but also diversifying into a wider array of more value-oriented and smaller stocks.</p>\n<p>With the market so concentrated in a handful of megacap tech stocks, Opsal says that investors may want the type of funds that do what the fund consultants advise against: be willing to drift out of their lane, and be willing to not fit neatly into a growth or value category.</p>\n<p>It isn’t easy finding good fund managers with the acumen to pick the right stocks beyond the other 495, the grit to avoid the crowd, and the track record that demonstrates to investors that they can be different and correct. Performance doesn’t look all that great for managers whose wariness led them to own less of the technology darlings that drove the market to highs over the past several years. And the decision to not own any—or even just less—of these companies sometimes pushed managers out of theirMorningstarcategory into areas like large-cap blend.</p>\n<p>High active share has often been a go-to gauge for finding fund managers who look different than their benchmarks. That’s a good place to start, but different doesn’t always lead to outperformance, so Morningstar strategist Alec Lucas recommends understanding what is in the managers’ portfolios and the thinking behind the picks—as well as when they buy or sell the stocks.</p>\n<p><i>Barron’s</i>looked for large-cap growth-oriented managers that don’t usually stick too close to an index and have long, and strong, track records. We turned up both diversified and concentrated funds; some didn’t own any of the Big Five, while some owned a bit, albeit less than their peers. All may offer investors a way to tweak rather than overhaul their portfolios, giving them some more diversification while still tapping into large, growing companies.</p>\n<p><b>A Concentrated Approach</b></p>\n<p>The Akre Focus fund (AKREX) falls into the concentrated bucket. It owns about 20 well-managed companies that the managers, John Neff and Chris Cerrone, think are superior businesses and adept at reinvesting in the companies. The fund has just a 4% turnover, so it holds on to its investments for years. That has been a winning long-term strategy: Akre Focus has an 18% average annual return over the past decade, beating 84% of its peers.</p>\n<p>The past few years have been tough, though: The fund hasn’t owned the Big Five, and has just 13% of its assets in any kind of technology company, whereas most of its peers have close to a third in tech. It has averaged 22% annually over the past three years; not too shabby on an absolute basis, but landing it midpack among competitors. The managers are resolute in finding growth elsewhere. “They are tremendous businesses, but how many more times can they double in value, given their current size? Maybe many times, but it’s an important question,” says Neff. “We’ve generally focused on smaller businesses with ostensibly longer runways with which to compound.”</p>\n<p>The tech investments that the managers have made are largely in software companies like Constellation Software (CSU.Canada),Adobe(ADBE), andCoStar Group(CSGP) that have long paths to growth ahead of them as more companies rely on their products. The fund also looks for companies with the type of “network effect” that makes Google and Amazon attractive—the business model gets stronger as more people use it, and makes the company that much harder to replace. Top holdings like Mastercard (MA) andVisa(V) fit that description.</p>\n<p>Many of the companies the duo favors are positioned to hold up, stand out, or even benefit from difficult times, like auto-parts retailerO’Reilly Automotive(ORLY), which recently reported its best comparable same-store sales in 25 years. Given the market backdrop, co-manager Cerrone says they aren’t finding that many bargains today—and they are willing to hold cash if that continues. Today, cash sits at just 2%. “We frankly wish we had more cash than we do today,” Cerrone says. “We’re not bearish, but we think we will be presented with better opportunities.”</p>\n<p><b>Underappreciated Growth</b></p>\n<p>The $10.1 billionPrimecap Odyssey Growthfund (POGRX) hunts for companies with above-average earnings growth, but not one of the Big Five tech stocks can be spotted in their top 10 holdings.</p>\n<p>That underweight has been painful; the fund’s 19.6% annual average return over the past five years puts it in the bottom third of large growth funds. But the managers’ willingness to stick with companies with above-average growth for the long haul, often adding to their shares in downturns, wins them fans.</p>\n<p>The fund’s managers are investing in some of the broad trends driving the Big Five—like e-commerce and cloud computing—but doing it differently, says Morningstar’s Lucas. For example, the fund owns Alibaba Group Holding (BABA) instead of Amazon, opting for China’s version of an e-commerce and cloud-computing giant that also trades at a meaningful discount to the U.S. company, Lucas says. Primecap declined to comment.</p>\n<p>About 18% of the fund is invested outside the U.S. and its average price/earnings ratio is 20, cheaper than the 29 for the large growth category, according to Morningstar. Though the fund isn’t concentrated in the Big Five tech stocks, it has double the stake in healthcare, almost 30% of assets, than other large growth funds. Its top 10 positions includeEli Lilly(LLY),Biogen(BIIB),Abiomed(ABMD), andAmgen(AMGN).</p>\n<p><b>Lean Profit Machines</b></p>\n<p>The $10.3 billionJensen Quality Growth(JENSX) focuses on companies that generate 15% return on equity for 10 consecutive years—a metric that co-manager Eric Schoenstein sees as a gauge forfoundational excellenceand fortress-like competitive advantages. Amazon and Facebook don’t make the cut. Alphabet, Microsoft, and Apple rank among the top holdings, but Schoenstein holds roughly a third less than in the Russell 1000 Growth index. Schoenstein says he is trying to be conscious of the risk of concentration if the momentum trade reverts or regulation puts a target on these companies’ backs.</p>\n<p>Schoenstein’s caution and a focus on quality companies have pushed the fund toward the bottom decile of the large blend Morningstar category year to date, with a return of 11.6%. But the fund’s 17.3% average return over the past five years puts it in the top 35% of large-blend funds tracked by Morningstar. Plus, the fund’s risk-adjusted, long-term performance stands out, losing about 77% as much as the S&amp;P 500 and Russell 1000 Growth indexes when stocks have fallen since Schoenstein began co-managing the fund in 2004, according to Morningstar.</p>\n<p>Lately, Schoenstein has been adding to quality stocks that may not be growing as fast but are more attractively priced as investors have left them behind, such asStarbucks(SBUX)—a stock that had been too pricey until the pandemic hit. “What better business is there to be in than branded addiction?” Schoenstein asks.</p>\n<p>While offices in New York City may not get to 100% occupancy, Schoenstein sees hybrid work situations continuing to drive business to Starbucks, potentially with fewer customers but higher sales, as one person buys for multiple people. The company is also closing stores to become more efficient and moving more toward quick-serve and grab-and-go in some locations rather than an all-day café experience.</p>\n<p><img src=\"https://static.tigerbbs.com/81aeb359e30f7394a363f00feb8ce0cf\" tg-width=\"707\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n<p>Insurance is another area that Schoenstein has been adding to, with companies like Marsh &amp; McLennan (MMC), which is dominant in multiple businesses—insurance brokerage, health benefits, and retirement asset management with Mercer. Switching costs are high in the world of insurance, and the company benefits from new trends in cybersecurity and data privacy, as well.</p>\n<p>Another recent purchase: Data-analytics providerVerisk Analytics(VRSK), which serves property and casualty insurers and gets about 80% of its revenue from subscriptions and long-term agreements. The company helps take raw data and analyze it to help insurers, for example, underwrite policies. Says Schoenstein: “Some recovery is still needed because business has struggled over the past year, with business failures and companies putting [projects] on hold. So, it’s a small position, but I think about companies that are super-entrenched with their customers.”</p>\n<p><b>Multiple Managers</b></p>\n<p>Unlike the Jensen and Akre funds, which typically own 20 to 30 stocks, the $87 billionAmerican Funds Amcapfund (AMCPX) is well diversified, with more than 200 holdings, as managers hunt for the best ideas regardless of size.Abbott Laboratories(ABT),Broadcom(AVGO),EOG Resources(EOG), and Mastercard are top holdings along with four of the megacap tech quintuplets.</p>\n<p>But the fund is valuation-sensitive, and its allocation to the Big Five is lower than other growth managers, hurting its performance over the past five years; its average annual return of 17.3% puts it in the bottom decile of performance. For investors looking for diversification, the fund is a relatively cheap option—charging an expense ratio of 0.68%—that isn’t beholden to a benchmark and is run by multiple managers who can hunt for their highest-conviction ideas.</p>\n<p>Managers favor companies with strong competitive positioning, which can allow companies to boost prices and better weather near-term inflationary periods. While that includes a healthy helping of healthcare and technology stocks, managers have also gravitated toward cyclical growth companies, including semiconductor firms, travel-related companies, auto suppliers, retailers, and financials benefiting from secular growth as well as getting an additional boost from the Covid recovery.</p>\n<p>“It’s very consistent, and a good core fund with a lot of good stockpickers behind it,” says Russel Kinnel, Morningstar’s director of manager research. “You want a fund to have some good technology exposure because it’s a dynamic sector.”</p>\n<p><b>Growth on the Cheap</b></p>\n<p>The $357 million Cambiar Opportunity fund (CAMOX) is a concentrated fund that owns roughly 40 stocks. The fund looks for relative values among industry winners that boast strong long-term demand prospects and pricing power that differentiate it from some of its peers. The fund’s 16% average annual return over the past five years helped it beat 94% of its large-value peers.</p>\n<p>The fund holds Amazon, which it bought for the first time in early 2020 when the market wasn’t giving the e-commerce behemoth much value for its cloud business. It has been harder to own other megacap technology stocks, says Ania Aldrich, an investment principal at Cambiar. That’s in part because of their high valuations, but especially as exchange-traded funds continue to receive record-high inflows—$400 billion in the first half of 2021, versus $507 billion for all of last year, according to ETF.com—which contributes to the market concentration.</p>\n<p>Instead, the fund has focused on areas such as financials, including JPMorgan Chase (JPM) and Charles Schwab (SCHW), that can grow in this economic environment. Both would benefit from higher interest rates, but Aldrich says that wasn’t the reason to buy the stocks. Schwab, for example, is taking market share in wealth management, and its recent acquisition of Ameritrade gives it more heft and the ability to be more cost-efficient.</p>\n<p>Also attractive are companies that haven’t yet seen a full reopening of their businesses, like casino operatorPenn National Gaming(PENN), which Aldrich says is well positioned as states look for more revenue andallow online gambling, and food distributorSysco(SYY), which has yet to benefit from colleges and conferences getting back into full swing. While Sysco’s shares are up 43% in the past year, Aldrich sees more room for gains, noting that the company is a market leader and can take market share as smaller firms consolidate. Plus, it has pricing power to pass on higher commodity costs since it is a distributor.</p>\n<p>Another recent addition:Uber Technologies(UBER), which Aldrich says isn’t just a reopening beneficiary but also has increased the reach of its platform by moving into food delivery and opening the door to other services. “In the past, it was hard to outperform when you weren’t involved in the [concentrated stocks], but we see these trends as transitory. As growth normalizes, the value of other stocks should be recognized.”</p>","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>When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.</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\">\nWhen Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a...</p>\n\n<a href=\"https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189605893","content_text":"It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.\nOwning the Big Five—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Facebook(FB), andAlphabet’sGoogle (GOOGL)—has been lucrative: These companies have logged gains of 125% to 245% since the beginning of 2019. These stocks are widely held, not just by index investors, but also among all kinds of active fund managers—including those who don’t typically own growth companies.\nTogether, the five companies account for almost 22% of theS&P 500index. Of course, the Nifty Fifty stocks dominated the 1970s, and blue-chip stalwarts such asIBM(IBM) andAT&T(T) ruled the 1980s. Those companies may have wielded even more influence over the broad economy than today’s biggest companies do, but the level of market concentration is higher now, and the Big Five’s impact on the broad market is much greater because of their size, according to Howard Silverblatt, senior index analyst at S&P Dow Jones Indices. Apple and Microsoft are the first U.S. stocks whose market values have soared past $2 trillion. Though it has slipped a bit this year, Apple hit peak concentration for a single stock in the S&P 500 last year at about 7%, higher than IBM’s in its heyday.\nThere are signs that investor appetite for risk is waning, which could hurt the prospects for the growth of Big Tech. There has beena selloff in speculative cornersof the market, such as cryptocurrencies and special purpose acquisition companies, better known as SPACs. And, of course, there is therising consternationabout both inflation andinterest ratesmoving higher. If the Big Fiveslow downor tumble, the entire market—including all index investors—will feel it. If these stocks decline by 10%, for instance, in order for the S&P 500 to keep trading flat, the bottom 100 stocks in the index would have to rise by a collective 75%, according toGoldman Sachs.This dynamic explains why narrow market breadth has often preceded big losses.\nWhen Less May Be More\nThese funds are more diversified than the S&P 500, and could be more resilient if the tech megacaps stumble.\n\nInvestors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&P 500—more than the energy, real estate, materials, or utilities sectors. Amazon hasn’t hit an all-time high this year, and has underperformed the S&P 500 by 25 percentage points since September 2020 amid questions about the company’s e-commerce growth. Add in regulatory pressure, which could make the path ahead for these companies rockier, such as a House panel’s approval of sweeping legislation last month that could curb the dominance of companies like Google and Facebook.\nA global recovery could also make the Big Five stocks less special. “The story line with megacap tech stocks has been that economic growth has been hard to find and rates so low that you wanted to own powerful growth stocks,” says Scott Opsal, director of research at Leuthold Group. “But for those who think the economy has room to run, you don’t have to pay up for the growth that investors were willing to pay for in 2018 or 2019.” For Opsal, the changing backdrop is reason for a barbell approach, owning some of the technology winners but also diversifying into a wider array of more value-oriented and smaller stocks.\nWith the market so concentrated in a handful of megacap tech stocks, Opsal says that investors may want the type of funds that do what the fund consultants advise against: be willing to drift out of their lane, and be willing to not fit neatly into a growth or value category.\nIt isn’t easy finding good fund managers with the acumen to pick the right stocks beyond the other 495, the grit to avoid the crowd, and the track record that demonstrates to investors that they can be different and correct. Performance doesn’t look all that great for managers whose wariness led them to own less of the technology darlings that drove the market to highs over the past several years. And the decision to not own any—or even just less—of these companies sometimes pushed managers out of theirMorningstarcategory into areas like large-cap blend.\nHigh active share has often been a go-to gauge for finding fund managers who look different than their benchmarks. That’s a good place to start, but different doesn’t always lead to outperformance, so Morningstar strategist Alec Lucas recommends understanding what is in the managers’ portfolios and the thinking behind the picks—as well as when they buy or sell the stocks.\nBarron’slooked for large-cap growth-oriented managers that don’t usually stick too close to an index and have long, and strong, track records. We turned up both diversified and concentrated funds; some didn’t own any of the Big Five, while some owned a bit, albeit less than their peers. All may offer investors a way to tweak rather than overhaul their portfolios, giving them some more diversification while still tapping into large, growing companies.\nA Concentrated Approach\nThe Akre Focus fund (AKREX) falls into the concentrated bucket. It owns about 20 well-managed companies that the managers, John Neff and Chris Cerrone, think are superior businesses and adept at reinvesting in the companies. The fund has just a 4% turnover, so it holds on to its investments for years. That has been a winning long-term strategy: Akre Focus has an 18% average annual return over the past decade, beating 84% of its peers.\nThe past few years have been tough, though: The fund hasn’t owned the Big Five, and has just 13% of its assets in any kind of technology company, whereas most of its peers have close to a third in tech. It has averaged 22% annually over the past three years; not too shabby on an absolute basis, but landing it midpack among competitors. The managers are resolute in finding growth elsewhere. “They are tremendous businesses, but how many more times can they double in value, given their current size? Maybe many times, but it’s an important question,” says Neff. “We’ve generally focused on smaller businesses with ostensibly longer runways with which to compound.”\nThe tech investments that the managers have made are largely in software companies like Constellation Software (CSU.Canada),Adobe(ADBE), andCoStar Group(CSGP) that have long paths to growth ahead of them as more companies rely on their products. The fund also looks for companies with the type of “network effect” that makes Google and Amazon attractive—the business model gets stronger as more people use it, and makes the company that much harder to replace. Top holdings like Mastercard (MA) andVisa(V) fit that description.\nMany of the companies the duo favors are positioned to hold up, stand out, or even benefit from difficult times, like auto-parts retailerO’Reilly Automotive(ORLY), which recently reported its best comparable same-store sales in 25 years. Given the market backdrop, co-manager Cerrone says they aren’t finding that many bargains today—and they are willing to hold cash if that continues. Today, cash sits at just 2%. “We frankly wish we had more cash than we do today,” Cerrone says. “We’re not bearish, but we think we will be presented with better opportunities.”\nUnderappreciated Growth\nThe $10.1 billionPrimecap Odyssey Growthfund (POGRX) hunts for companies with above-average earnings growth, but not one of the Big Five tech stocks can be spotted in their top 10 holdings.\nThat underweight has been painful; the fund’s 19.6% annual average return over the past five years puts it in the bottom third of large growth funds. But the managers’ willingness to stick with companies with above-average growth for the long haul, often adding to their shares in downturns, wins them fans.\nThe fund’s managers are investing in some of the broad trends driving the Big Five—like e-commerce and cloud computing—but doing it differently, says Morningstar’s Lucas. For example, the fund owns Alibaba Group Holding (BABA) instead of Amazon, opting for China’s version of an e-commerce and cloud-computing giant that also trades at a meaningful discount to the U.S. company, Lucas says. Primecap declined to comment.\nAbout 18% of the fund is invested outside the U.S. and its average price/earnings ratio is 20, cheaper than the 29 for the large growth category, according to Morningstar. Though the fund isn’t concentrated in the Big Five tech stocks, it has double the stake in healthcare, almost 30% of assets, than other large growth funds. Its top 10 positions includeEli Lilly(LLY),Biogen(BIIB),Abiomed(ABMD), andAmgen(AMGN).\nLean Profit Machines\nThe $10.3 billionJensen Quality Growth(JENSX) focuses on companies that generate 15% return on equity for 10 consecutive years—a metric that co-manager Eric Schoenstein sees as a gauge forfoundational excellenceand fortress-like competitive advantages. Amazon and Facebook don’t make the cut. Alphabet, Microsoft, and Apple rank among the top holdings, but Schoenstein holds roughly a third less than in the Russell 1000 Growth index. Schoenstein says he is trying to be conscious of the risk of concentration if the momentum trade reverts or regulation puts a target on these companies’ backs.\nSchoenstein’s caution and a focus on quality companies have pushed the fund toward the bottom decile of the large blend Morningstar category year to date, with a return of 11.6%. But the fund’s 17.3% average return over the past five years puts it in the top 35% of large-blend funds tracked by Morningstar. Plus, the fund’s risk-adjusted, long-term performance stands out, losing about 77% as much as the S&P 500 and Russell 1000 Growth indexes when stocks have fallen since Schoenstein began co-managing the fund in 2004, according to Morningstar.\nLately, Schoenstein has been adding to quality stocks that may not be growing as fast but are more attractively priced as investors have left them behind, such asStarbucks(SBUX)—a stock that had been too pricey until the pandemic hit. “What better business is there to be in than branded addiction?” Schoenstein asks.\nWhile offices in New York City may not get to 100% occupancy, Schoenstein sees hybrid work situations continuing to drive business to Starbucks, potentially with fewer customers but higher sales, as one person buys for multiple people. The company is also closing stores to become more efficient and moving more toward quick-serve and grab-and-go in some locations rather than an all-day café experience.\n\nInsurance is another area that Schoenstein has been adding to, with companies like Marsh & McLennan (MMC), which is dominant in multiple businesses—insurance brokerage, health benefits, and retirement asset management with Mercer. Switching costs are high in the world of insurance, and the company benefits from new trends in cybersecurity and data privacy, as well.\nAnother recent purchase: Data-analytics providerVerisk Analytics(VRSK), which serves property and casualty insurers and gets about 80% of its revenue from subscriptions and long-term agreements. The company helps take raw data and analyze it to help insurers, for example, underwrite policies. Says Schoenstein: “Some recovery is still needed because business has struggled over the past year, with business failures and companies putting [projects] on hold. So, it’s a small position, but I think about companies that are super-entrenched with their customers.”\nMultiple Managers\nUnlike the Jensen and Akre funds, which typically own 20 to 30 stocks, the $87 billionAmerican Funds Amcapfund (AMCPX) is well diversified, with more than 200 holdings, as managers hunt for the best ideas regardless of size.Abbott Laboratories(ABT),Broadcom(AVGO),EOG Resources(EOG), and Mastercard are top holdings along with four of the megacap tech quintuplets.\nBut the fund is valuation-sensitive, and its allocation to the Big Five is lower than other growth managers, hurting its performance over the past five years; its average annual return of 17.3% puts it in the bottom decile of performance. For investors looking for diversification, the fund is a relatively cheap option—charging an expense ratio of 0.68%—that isn’t beholden to a benchmark and is run by multiple managers who can hunt for their highest-conviction ideas.\nManagers favor companies with strong competitive positioning, which can allow companies to boost prices and better weather near-term inflationary periods. While that includes a healthy helping of healthcare and technology stocks, managers have also gravitated toward cyclical growth companies, including semiconductor firms, travel-related companies, auto suppliers, retailers, and financials benefiting from secular growth as well as getting an additional boost from the Covid recovery.\n“It’s very consistent, and a good core fund with a lot of good stockpickers behind it,” says Russel Kinnel, Morningstar’s director of manager research. “You want a fund to have some good technology exposure because it’s a dynamic sector.”\nGrowth on the Cheap\nThe $357 million Cambiar Opportunity fund (CAMOX) is a concentrated fund that owns roughly 40 stocks. The fund looks for relative values among industry winners that boast strong long-term demand prospects and pricing power that differentiate it from some of its peers. The fund’s 16% average annual return over the past five years helped it beat 94% of its large-value peers.\nThe fund holds Amazon, which it bought for the first time in early 2020 when the market wasn’t giving the e-commerce behemoth much value for its cloud business. It has been harder to own other megacap technology stocks, says Ania Aldrich, an investment principal at Cambiar. That’s in part because of their high valuations, but especially as exchange-traded funds continue to receive record-high inflows—$400 billion in the first half of 2021, versus $507 billion for all of last year, according to ETF.com—which contributes to the market concentration.\nInstead, the fund has focused on areas such as financials, including JPMorgan Chase (JPM) and Charles Schwab (SCHW), that can grow in this economic environment. Both would benefit from higher interest rates, but Aldrich says that wasn’t the reason to buy the stocks. Schwab, for example, is taking market share in wealth management, and its recent acquisition of Ameritrade gives it more heft and the ability to be more cost-efficient.\nAlso attractive are companies that haven’t yet seen a full reopening of their businesses, like casino operatorPenn National Gaming(PENN), which Aldrich says is well positioned as states look for more revenue andallow online gambling, and food distributorSysco(SYY), which has yet to benefit from colleges and conferences getting back into full swing. While Sysco’s shares are up 43% in the past year, Aldrich sees more room for gains, noting that the company is a market leader and can take market share as smaller firms consolidate. Plus, it has pricing power to pass on higher commodity costs since it is a distributor.\nAnother recent addition:Uber Technologies(UBER), which Aldrich says isn’t just a reopening beneficiary but also has increased the reach of its platform by moving into food delivery and opening the door to other services. “In the past, it was hard to outperform when you weren’t involved in the [concentrated stocks], but we see these trends as transitory. As growth normalizes, the value of other stocks should be recognized.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183907697696832,"gmtCreate":1685920507638,"gmtModify":1685920511357,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183907697696832","repostId":"1119731983","repostType":2,"repost":{"id":"1119731983","kind":"news","pubTimestamp":1685919802,"share":"https://ttm.financial/m/news/1119731983?lang=&edition=fundamental","pubTime":"2023-06-05 07:03","market":"fut","language":"en","title":"Oil Surges After Saudis Pledge Million-Barrel Cut at OPEC+ Meet","url":"https://stock-news.laohu8.com/highlight/detail?id=1119731983","media":"Bloomberg","summary":"Oil advanced at the week’s open after Saudi Arabia said it will make an extra 1 million barrel-a-day","content":"<html><head></head><body><p>Oil advanced at the week’s open after Saudi Arabia said it will make an extra 1 million barrel-a-day supply cut in July, taking its production to the lowest level for several years following a slide in crude prices.</p><p style=\"text-align: start;\">West Texas Intermediate rose as much as 4.6% to $75.06 a barrel at 6:15 a.m. Singapore time. Most market watchers including Goldman Sachs Group Inc. had expected OPEC+ to keep output unchanged.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e85687e83d5579c8e5e5a283edc8d44\" alt=\"\" title=\"\" tg-width=\"620\" tg-height=\"348\"/></p><p style=\"text-align: start;\">The Saudi effort to bolster the price of its most important export requires the sacrifice of further market share and came after a weekend meeting of OPEC+. Russia made no commitment to cut output deeper, the United Arab Emirates secured a higher production quota for 2024, while the rest of the 23-nation group offered no additional action but did pledge to maintain their existing cuts until the end of 2024.</p><p style=\"text-align: start;\">Next month’s additional cut could be extended, but the Saudis will keep the market “in suspense” about whether this will happen, Prince Abdulaziz said. The minister has repeatedly sought to hurt bearish oil speculators, warning them to “watch out” in the buildup to Sunday’s meeting.</p><p>The kingdom is doubling down after the previous round of curbs — agreed just two months ago — failed to deliver a sustained price rally. OPEC+ announced a surprise supply reduction of about 1.6 million barrels a day in early April, but since then weak economic data from China have weighed on oil futures, which fell 11% in New York in May.</p><p style=\"text-align: start;\">The OPEC+ deal came after a long dispute with African members over how their cuts are measured, which delayed the start of the group’s conference by several hours.</p></body></html>","source":"lsy1584095487587","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>Oil Surges After Saudis Pledge Million-Barrel Cut at OPEC+ Meet</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\">\nOil Surges After Saudis Pledge Million-Barrel Cut at OPEC+ Meet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-05 07:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-06-04/latest-oil-market-news-and-analysis-for-june-5?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oil advanced at the week’s open after Saudi Arabia said it will make an extra 1 million barrel-a-day supply cut in July, taking its production to the lowest level for several years following a slide ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-06-04/latest-oil-market-news-and-analysis-for-june-5?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2023-06-04/latest-oil-market-news-and-analysis-for-june-5?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119731983","content_text":"Oil advanced at the week’s open after Saudi Arabia said it will make an extra 1 million barrel-a-day supply cut in July, taking its production to the lowest level for several years following a slide in crude prices.West Texas Intermediate rose as much as 4.6% to $75.06 a barrel at 6:15 a.m. Singapore time. Most market watchers including Goldman Sachs Group Inc. had expected OPEC+ to keep output unchanged.The Saudi effort to bolster the price of its most important export requires the sacrifice of further market share and came after a weekend meeting of OPEC+. Russia made no commitment to cut output deeper, the United Arab Emirates secured a higher production quota for 2024, while the rest of the 23-nation group offered no additional action but did pledge to maintain their existing cuts until the end of 2024.Next month’s additional cut could be extended, but the Saudis will keep the market “in suspense” about whether this will happen, Prince Abdulaziz said. The minister has repeatedly sought to hurt bearish oil speculators, warning them to “watch out” in the buildup to Sunday’s meeting.The kingdom is doubling down after the previous round of curbs — agreed just two months ago — failed to deliver a sustained price rally. OPEC+ announced a surprise supply reduction of about 1.6 million barrels a day in early April, but since then weak economic data from China have weighed on oil futures, which fell 11% in New York in May.The OPEC+ deal came after a long dispute with African members over how their cuts are measured, which delayed the start of the group’s conference by several hours.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955960486,"gmtCreate":1675140305045,"gmtModify":1676538979053,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"Sure or not ?","listText":"Sure or not ?","text":"Sure or not ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955960486","repostId":"1161331807","repostType":4,"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129281587,"gmtCreate":1624373865649,"gmtModify":1703834876020,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129281587","repostId":"2145056554","repostType":4,"repost":{"id":"2145056554","kind":"highlight","pubTimestamp":1624356900,"share":"https://ttm.financial/m/news/2145056554?lang=&edition=fundamental","pubTime":"2021-06-22 18:15","market":"us","language":"en","title":"These 3 Dow Stocks Are Set to Soar in 2021's Second Half","url":"https://stock-news.laohu8.com/highlight/detail?id=2145056554","media":"Motley Fool","summary":"Here are the companies investors are most excited about -- and why.","content":"<p>The <b>Dow Jones Industrial Average </b>(DJINDICES:^DJI) has had a solid year so far in 2021. Gains of 9% might not seem like all that much compared to the double-digit percentage gains we've seen in past years. But given everything that's happening in the economy, it's not surprising to see investors rein in their expectations somewhat on some of the top-performing stocks in the market.</p>\n<p>Yet even with the gains the overall market has seen, there are still some Dow stocks that haven't climbed as far as they might. In particular, analysts looking at three stocks among the Dow Jones Industrials see the potential for substantial gains in the second half of 2021 and beyond. Below, we'll look at these three companies to see what it'll take for them to produce the big returns that investors want right now.</p>\n<h3>UnitedHealth: 34% upside</h3>\n<p><b>UnitedHealth Group </b>(NYSE:UNH) has already put in a reasonable performance in the Dow so far this year. The health insurance giant's stock is up about 11% year to date, outpacing the broader average very slightly.</p>\n<p>Yet investors see a lot more upside for the healthcare giant. The top price target among Wall Street analysts for UnitedHealth is $522 per share, which implies roughly a 34% gain from current levels.</p>\n<p>UnitedHealth has done an excellent job of navigating the ever-changing landscape of the healthcare and health insurance industries. As the largest health insurance company in the world, UnitedHealth offers coverage not just for private businesses but also for those eligible for government programs like Medicare and Medicaid.</p>\n<p>Indeed, UnitedHealth's handling of plans under the Affordable Care Act has been masterful, with the company having participated in the program better known as Obamacare while not overcommitting to it. With the Supreme Court having recently upheld the validity of the Affordable Care Act, UnitedHealth finds itself in a strong position to keep benefiting from its mix of business.</p>\n<p><img src=\"https://static.tigerbbs.com/ffe66b7aafd67e07dd42007f2b60d638\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Yet many overlook the value of UnitedHealth's Optum health services unit. By aiming to help providers encourage health and wellness, Optum generates higher-margin revenue while often producing better outcomes for patients and members. With both growth drivers pushing the company forward, UnitedHealth looks well poised to keep climbing.</p>\n<h3>Goldman Sachs: 36% upside</h3>\n<p>Wall Street has enjoyed the bull market in stocks, and that's been a blessing for investment bank <b>Goldman Sachs </b>(NYSE:GS). The perennial financial giant has seen its stock rise 34% so far in 2021 after less impressive performance during 2020.</p>\n<p>On <a href=\"https://laohu8.com/S/AONE\">one</a> hand, Goldman has reflected the broader performance of financial stocks across the market. Interest rates have generally been on the rise, and that's bolstered the prospects for more net-interest income from retail banking operations. Goldman lags behind its big-bank peers on the consumer banking front, but its relatively new Marcus unit has done a good job of attracting capital thus far.</p>\n<p>On the other hand, Goldman continues to rely on its investment banking operations, and strong activity levels among initial public offerings and mergers and acquisitions (M&amp;A) have fed the company's coffers nicely. Financing remains relatively easy to get, and that could spur more M&amp;A activity that in turn could keep growing revenue for Goldman's investment banking division. Add to that possible tailwinds from macroeconomic factors, and it is in a solid position to climb as high as the $484 per share that represents the top price target among those following the financial stock.</p>\n<h3>Apple: 42% upside</h3>\n<p>Lastly, <b>Apple </b>(NASDAQ:AAPL) rounds out this list. Recently fetching $130 per share, some see the iPhone maker's stock climbing to $185. That'd be a 42% jump to help Apple recover from its 2% loss so far in 2021.</p>\n<p>Apple's gains have continued to impress. Revenue jumped 54% in its most recent quarter, with sales of the iPhone 12 and various other products and accessories continuing to drive sales for the company. Returning capital to shareholders via dividends and stock buybacks has had a substantial impact on financial performance, especially with the number of outstanding shares having plunged by roughly 35% in just the past decade.</p>\n<p>Many fear that Apple hasn't generated the innovative product lines that drove its success in the mid-2000s. However, at least for now, consumers seem content with iterations on existing product lines, and as long as that remains a successful strategy, further gains for the stock seem realistic.</p>\n<h3>Further to run?</h3>\n<p>Even with solid gains for the Dow in 2021, the long-term trajectory for stocks remains upward. That's a big part of why Apple, Goldman Sachs, and UnitedHealth Group look as promising as they do. Smart investors should at least keep an eye on these three stocks to see if they can live up to their full potential.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Dow Stocks Are Set to Soar in 2021's Second Half</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\">\nThese 3 Dow Stocks Are Set to Soar in 2021's Second Half\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 18:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/22/these-3-dow-stocks-set-to-soar-2021s-second-half/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Dow Jones Industrial Average (DJINDICES:^DJI) has had a solid year so far in 2021. Gains of 9% might not seem like all that much compared to the double-digit percentage gains we've seen in past ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/22/these-3-dow-stocks-set-to-soar-2021s-second-half/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","UNH":"联合健康","GS":"高盛","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/06/22/these-3-dow-stocks-set-to-soar-2021s-second-half/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145056554","content_text":"The Dow Jones Industrial Average (DJINDICES:^DJI) has had a solid year so far in 2021. Gains of 9% might not seem like all that much compared to the double-digit percentage gains we've seen in past years. But given everything that's happening in the economy, it's not surprising to see investors rein in their expectations somewhat on some of the top-performing stocks in the market.\nYet even with the gains the overall market has seen, there are still some Dow stocks that haven't climbed as far as they might. In particular, analysts looking at three stocks among the Dow Jones Industrials see the potential for substantial gains in the second half of 2021 and beyond. Below, we'll look at these three companies to see what it'll take for them to produce the big returns that investors want right now.\nUnitedHealth: 34% upside\nUnitedHealth Group (NYSE:UNH) has already put in a reasonable performance in the Dow so far this year. The health insurance giant's stock is up about 11% year to date, outpacing the broader average very slightly.\nYet investors see a lot more upside for the healthcare giant. The top price target among Wall Street analysts for UnitedHealth is $522 per share, which implies roughly a 34% gain from current levels.\nUnitedHealth has done an excellent job of navigating the ever-changing landscape of the healthcare and health insurance industries. As the largest health insurance company in the world, UnitedHealth offers coverage not just for private businesses but also for those eligible for government programs like Medicare and Medicaid.\nIndeed, UnitedHealth's handling of plans under the Affordable Care Act has been masterful, with the company having participated in the program better known as Obamacare while not overcommitting to it. With the Supreme Court having recently upheld the validity of the Affordable Care Act, UnitedHealth finds itself in a strong position to keep benefiting from its mix of business.\n\nImage source: Getty Images.\nYet many overlook the value of UnitedHealth's Optum health services unit. By aiming to help providers encourage health and wellness, Optum generates higher-margin revenue while often producing better outcomes for patients and members. With both growth drivers pushing the company forward, UnitedHealth looks well poised to keep climbing.\nGoldman Sachs: 36% upside\nWall Street has enjoyed the bull market in stocks, and that's been a blessing for investment bank Goldman Sachs (NYSE:GS). The perennial financial giant has seen its stock rise 34% so far in 2021 after less impressive performance during 2020.\nOn one hand, Goldman has reflected the broader performance of financial stocks across the market. Interest rates have generally been on the rise, and that's bolstered the prospects for more net-interest income from retail banking operations. Goldman lags behind its big-bank peers on the consumer banking front, but its relatively new Marcus unit has done a good job of attracting capital thus far.\nOn the other hand, Goldman continues to rely on its investment banking operations, and strong activity levels among initial public offerings and mergers and acquisitions (M&A) have fed the company's coffers nicely. Financing remains relatively easy to get, and that could spur more M&A activity that in turn could keep growing revenue for Goldman's investment banking division. Add to that possible tailwinds from macroeconomic factors, and it is in a solid position to climb as high as the $484 per share that represents the top price target among those following the financial stock.\nApple: 42% upside\nLastly, Apple (NASDAQ:AAPL) rounds out this list. Recently fetching $130 per share, some see the iPhone maker's stock climbing to $185. That'd be a 42% jump to help Apple recover from its 2% loss so far in 2021.\nApple's gains have continued to impress. Revenue jumped 54% in its most recent quarter, with sales of the iPhone 12 and various other products and accessories continuing to drive sales for the company. Returning capital to shareholders via dividends and stock buybacks has had a substantial impact on financial performance, especially with the number of outstanding shares having plunged by roughly 35% in just the past decade.\nMany fear that Apple hasn't generated the innovative product lines that drove its success in the mid-2000s. However, at least for now, consumers seem content with iterations on existing product lines, and as long as that remains a successful strategy, further gains for the stock seem realistic.\nFurther to run?\nEven with solid gains for the Dow in 2021, the long-term trajectory for stocks remains upward. That's a big part of why Apple, Goldman Sachs, and UnitedHealth Group look as promising as they do. Smart investors should at least keep an eye on these three stocks to see if they can live up to their full potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161396536,"gmtCreate":1623903913325,"gmtModify":1703823130685,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161396536","repostId":"2143379379","repostType":4,"repost":{"id":"2143379379","kind":"highlight","pubTimestamp":1623893744,"share":"https://ttm.financial/m/news/2143379379?lang=&edition=fundamental","pubTime":"2021-06-17 09:35","market":"us","language":"en","title":"These 10 Stocks Make Up 85% of Warren Buffett's Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2143379379","media":"Motley Fool","summary":"Diversification isn't necessary if you know what you're doing, according to the Oracle of Omaha.","content":"<p>If you've ever wondered why <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett's name gets brought up so much on Wall Street, it's because of his impressive investing track record. Buffett isn't infallible, but he's delivered an annual average return of 20% since the mid-1960s for his shareholders. In aggregate, we're talking about a return of more than 2,800,000%!</p>\n<p>What's even more amazing is that Buffett hasn't done anything the average investors couldn't do to net these huge gains. He focuses on a few sectors and industries that interest him, buys companies with clear-cut competitive advantages, and most importantly hangs onto those stakes for a very long time.</p>\n<p>Another source of Buffett's success is concentration. The Oracle of Omaha doesn't believe diversification is necessary if you know what you're doing. This is readily apparent in Berkshire Hathaway's $302.6 billion investment portfolio. As of this past weekend, 85% of Berkshire's invested assets ($257.3 billion) were tied up in only 10 stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/601f21f3cc2f9e5524bd5d613063faa2\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>1. Apple: $115.6 billion</h2>\n<p>Tech kingpin <b>Apple</b> (NASDAQ:AAPL) makes up about 38% of Warren Buffett's portfolio by itself and has been dubbed \"Berkshire's third business\" by the Oracle of Omaha. Apple offers some of the strongest branding in the world, is the clear leader in smartphones in the U.S., and has been pivoting to higher-margin services under the leadership of CEO Tim Cook. Though iPhone sales remain Apple's top product, services becoming a larger percentage of total sales will help remove the revenue lumpiness associated with new product launches.</p>\n<h2>2. Bank of America: $43.2 billion</h2>\n<p>Bank stocks have long been Buffett's favorite place to put Berkshire's money work. <b>Bank of America</b> (NYSE:BAC) is Berkshire's unquestioned largest bank holding, with more than 14% of invested assets. Bank of America has done an excellent job of controlling its noninterest expenses by consolidating branches and emphasizing digital banking. It's also in line to benefit more than any other money-center bank from an eventual rise in interest rates.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed3e6a16841306014bf0cfc3b1697b23\" tg-width=\"700\" tg-height=\"466\"><span>Image source: American <a href=\"https://laohu8.com/S/EXPR\">Express</a>.</span></p>\n<h2>3. American Express: $24.9 billion</h2>\n<p>Payment processor and lender <b>American Express</b> (NYSE:AXP) is Buffett's third-largest and third-longest-held stock. After 28 years of holding AmEx, Berkshire Hathaway's position has grown to almost $25 billion in value. This is a cyclical company that benefits from long periods of economic expansion, as well as its ability to attract affluent clientele. These well-to-do clients are less likely to change their spending habits when economic hiccups arise, which often means less worry about credit delinquencies for AmEx.</p>\n<h2>4. Coca-Cola: $22.5 billion</h2>\n<p>Speaking of long-tenured holdings, beverage behemoth <b>Coca-Cola</b> (NYSE:KO) is the longest-held stock in Buffett's portfolio (33 years). Coca-Cola operates in all but two countries worldwide (North Korea and Cuba) and has more than 20 brands generating at least $1 billion in annual sales. Thanks to its top-notch marketing team, it's also the best-known consumer goods brand. Coke has holiday tie-ins, has allied itself with well-known brand ambassadors, and is embracing digital advertising and social media as a way to get its message to a younger generation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc21d6aabfd53f63ded95ae16cbd64e1\" tg-width=\"700\" tg-height=\"468\"><span>Image source: Getty Images.</span></p>\n<h2>5. Kraft Heinz: $14.1 billion</h2>\n<p>There's little question that <b>Kraft Heinz</b> (NASDAQ:KHC) is the oddball holding in Buffett's top 10. That's because Buffett admits to Heinz overpaying for Kraft Foods, and the combined company largely underperforming in recent years. This includes a greater than $15 billion goodwill writedown in 2019. While the pandemic has helped boost demand for packaged foods, Kraft Heinz's balance sheet is still bogged down by high debt levels and goodwill. In short, Berkshire Hathaway is sort of stuck with its 325.6 million shares.</p>\n<h2>6. Verizon Communications: $9.1 billion</h2>\n<p>Telecommunications giant <b>Verizon</b> (NYSE:VZ) is a fairly recent addition to Berkshire Hathaway's portfolio, although it's been bought hand over fist in the previous two quarters by Buffett and his team. The lure of Verizon is likely its 4.4% dividend yield, which is arguably <a href=\"https://laohu8.com/S/AONE\">one</a> of the safest high-yield payouts on the planet. What's more, Verizon should benefit immensely from the rollout of 5G infrastructure. It's been a decade since the last major upgrade to download speeds, which suggests that a multiyear tech upgrade cycle will lead to higher-margin data consumption.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7343c3ce7330b86321a8ec9384d4baea\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>7. U.S. Bancorp: $8.7 billion</h2>\n<p>Next to BofA, <b>U.S. Bancorp</b> (NYSE:USB) is Buffett's favorite bank stock. It's a company that regularly trades at a premium to its book value -- and for good reason. U.S. Bancorp has seen its users embrace technology, with the percentage of consumer loans completed digitally skyrocketing over the past two years. Being able to consolidate its physical branches, while also avoiding riskier derivative investments that have gotten U.S. money-center banks in trouble, has helped U.S. Bancorp to some of the highest return on assets among big banks.</p>\n<h2>8. Moody's: $8.5 billion</h2>\n<p>Credit agency and analytics company <b>Moody's</b> (NYSE:MCO) is yet another top-10 holding that's been held for longer than two decades. With an initial cost basis of just over $10, Berkshire Hathaway is sitting on an unrealized gain of better than 3,300% -- and this isn't accounting for dividends. Historically low lending rates have kept Moody's credit rating segment busy, while volatile trading markets are boosting demand for Moody's analytics. It's hard to envision Buffett ever selling this stake.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>9. BYD: $6.2 billion</h2>\n<p>Back in 2008, Buffett acquired 225 million shares of China-based electric-vehicle (EV) manufacturer <b>BYD</b> (OTC:BYDDY)&nbsp;for $1.03 a share (it closed this past week at $27.65 a share). In March, BYD sold 16,301 EVs, which is more than higher-profile competitors <b>NIO</b>&nbsp;and <b>XPeng</b>&nbsp;delivered on a combined basis in the same month. With the Society of Automotive Engineers of China forecasting that half of all new vehicles sales in 2035 will be powered by alternative energy, BYD is in pole position to disrupt the largest auto market in the world.</p>\n<h2>10. DaVita: $4.4 billion</h2>\n<p>Rounding out the top 10 is kidney dialysis services company <b>DaVita</b> (NYSE:DVA). Buffett's fascination with the company is likely a numbers play. Over time, an aging U.S. population is going to become more reliant on kidney dialysis services for maintenance purposes. As the clear leader in providing these services, DaVita should see a steady uptick in demand and reimbursement for its services. This patient long-term thesis perfectly embodies the Buffett investing ethos.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 10 Stocks Make Up 85% of Warren Buffett's Portfolio</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\">\nThese 10 Stocks Make Up 85% of Warren Buffett's Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/16/10-stocks-make-up-85-of-warren-buffetts-portfolio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett's name gets brought up so much on Wall Street, it's because of his impressive investing track record. Buffett...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/16/10-stocks-make-up-85-of-warren-buffetts-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐","DVA":"达维塔保健","BRK.B":"伯克希尔B","BAC":"美国银行","KHC":"卡夫亨氏","VZ":"威瑞森","AXP":"美国运通","BYDDY":"比亚迪ADR","AAPL":"苹果","USB":"美国合众银行","MCO":"穆迪","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/06/16/10-stocks-make-up-85-of-warren-buffetts-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143379379","content_text":"If you've ever wondered why Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett's name gets brought up so much on Wall Street, it's because of his impressive investing track record. Buffett isn't infallible, but he's delivered an annual average return of 20% since the mid-1960s for his shareholders. In aggregate, we're talking about a return of more than 2,800,000%!\nWhat's even more amazing is that Buffett hasn't done anything the average investors couldn't do to net these huge gains. He focuses on a few sectors and industries that interest him, buys companies with clear-cut competitive advantages, and most importantly hangs onto those stakes for a very long time.\nAnother source of Buffett's success is concentration. The Oracle of Omaha doesn't believe diversification is necessary if you know what you're doing. This is readily apparent in Berkshire Hathaway's $302.6 billion investment portfolio. As of this past weekend, 85% of Berkshire's invested assets ($257.3 billion) were tied up in only 10 stocks.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\n1. Apple: $115.6 billion\nTech kingpin Apple (NASDAQ:AAPL) makes up about 38% of Warren Buffett's portfolio by itself and has been dubbed \"Berkshire's third business\" by the Oracle of Omaha. Apple offers some of the strongest branding in the world, is the clear leader in smartphones in the U.S., and has been pivoting to higher-margin services under the leadership of CEO Tim Cook. Though iPhone sales remain Apple's top product, services becoming a larger percentage of total sales will help remove the revenue lumpiness associated with new product launches.\n2. Bank of America: $43.2 billion\nBank stocks have long been Buffett's favorite place to put Berkshire's money work. Bank of America (NYSE:BAC) is Berkshire's unquestioned largest bank holding, with more than 14% of invested assets. Bank of America has done an excellent job of controlling its noninterest expenses by consolidating branches and emphasizing digital banking. It's also in line to benefit more than any other money-center bank from an eventual rise in interest rates.\nImage source: American Express.\n3. American Express: $24.9 billion\nPayment processor and lender American Express (NYSE:AXP) is Buffett's third-largest and third-longest-held stock. After 28 years of holding AmEx, Berkshire Hathaway's position has grown to almost $25 billion in value. This is a cyclical company that benefits from long periods of economic expansion, as well as its ability to attract affluent clientele. These well-to-do clients are less likely to change their spending habits when economic hiccups arise, which often means less worry about credit delinquencies for AmEx.\n4. Coca-Cola: $22.5 billion\nSpeaking of long-tenured holdings, beverage behemoth Coca-Cola (NYSE:KO) is the longest-held stock in Buffett's portfolio (33 years). Coca-Cola operates in all but two countries worldwide (North Korea and Cuba) and has more than 20 brands generating at least $1 billion in annual sales. Thanks to its top-notch marketing team, it's also the best-known consumer goods brand. Coke has holiday tie-ins, has allied itself with well-known brand ambassadors, and is embracing digital advertising and social media as a way to get its message to a younger generation.\nImage source: Getty Images.\n5. Kraft Heinz: $14.1 billion\nThere's little question that Kraft Heinz (NASDAQ:KHC) is the oddball holding in Buffett's top 10. That's because Buffett admits to Heinz overpaying for Kraft Foods, and the combined company largely underperforming in recent years. This includes a greater than $15 billion goodwill writedown in 2019. While the pandemic has helped boost demand for packaged foods, Kraft Heinz's balance sheet is still bogged down by high debt levels and goodwill. In short, Berkshire Hathaway is sort of stuck with its 325.6 million shares.\n6. Verizon Communications: $9.1 billion\nTelecommunications giant Verizon (NYSE:VZ) is a fairly recent addition to Berkshire Hathaway's portfolio, although it's been bought hand over fist in the previous two quarters by Buffett and his team. The lure of Verizon is likely its 4.4% dividend yield, which is arguably one of the safest high-yield payouts on the planet. What's more, Verizon should benefit immensely from the rollout of 5G infrastructure. It's been a decade since the last major upgrade to download speeds, which suggests that a multiyear tech upgrade cycle will lead to higher-margin data consumption.\nImage source: Getty Images.\n7. U.S. Bancorp: $8.7 billion\nNext to BofA, U.S. Bancorp (NYSE:USB) is Buffett's favorite bank stock. It's a company that regularly trades at a premium to its book value -- and for good reason. U.S. Bancorp has seen its users embrace technology, with the percentage of consumer loans completed digitally skyrocketing over the past two years. Being able to consolidate its physical branches, while also avoiding riskier derivative investments that have gotten U.S. money-center banks in trouble, has helped U.S. Bancorp to some of the highest return on assets among big banks.\n8. Moody's: $8.5 billion\nCredit agency and analytics company Moody's (NYSE:MCO) is yet another top-10 holding that's been held for longer than two decades. With an initial cost basis of just over $10, Berkshire Hathaway is sitting on an unrealized gain of better than 3,300% -- and this isn't accounting for dividends. Historically low lending rates have kept Moody's credit rating segment busy, while volatile trading markets are boosting demand for Moody's analytics. It's hard to envision Buffett ever selling this stake.\nImage source: Getty Images.\n9. BYD: $6.2 billion\nBack in 2008, Buffett acquired 225 million shares of China-based electric-vehicle (EV) manufacturer BYD (OTC:BYDDY) for $1.03 a share (it closed this past week at $27.65 a share). In March, BYD sold 16,301 EVs, which is more than higher-profile competitors NIO and XPeng delivered on a combined basis in the same month. With the Society of Automotive Engineers of China forecasting that half of all new vehicles sales in 2035 will be powered by alternative energy, BYD is in pole position to disrupt the largest auto market in the world.\n10. DaVita: $4.4 billion\nRounding out the top 10 is kidney dialysis services company DaVita (NYSE:DVA). Buffett's fascination with the company is likely a numbers play. Over time, an aging U.S. population is going to become more reliant on kidney dialysis services for maintenance purposes. As the clear leader in providing these services, DaVita should see a steady uptick in demand and reimbursement for its services. This patient long-term thesis perfectly embodies the Buffett investing ethos.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348710123987144,"gmtCreate":1726152860419,"gmtModify":1726152864098,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"Did MU share ever reach $150 recently in the first place ?&nbsp;","listText":"Did MU share ever reach $150 recently in the first place ?&nbsp;","text":"Did MU share ever reach $150 recently in the first place ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/348710123987144","repostId":"2466222928","repostType":2,"repost":{"id":"2466222928","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1726148401,"share":"https://ttm.financial/m/news/2466222928?lang=&edition=fundamental","pubTime":"2024-09-12 21:40","market":"sh","language":"en","title":"Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160","url":"https://stock-news.laohu8.com/highlight/detail?id=2466222928","media":"MT Newswires Live","summary":"Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.Micron shares slumped over 5% in morning trading.“High Bandwidth Memory  for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”","content":"<html><head></head><body><p>Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.</p><p>Micron shares slumped over 5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3699aa6c20d26a365762b1cd83c46646\" tg-width=\"809\" tg-height=\"818\"/></p><p>“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over 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>Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160</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\">\nMicron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-09-12 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.</p><p>Micron shares slumped over 5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3699aa6c20d26a365762b1cd83c46646\" tg-width=\"809\" tg-height=\"818\"/></p><p>“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466222928","content_text":"Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.Micron shares slumped over 5% in morning trading.“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346146700636360,"gmtCreate":1725545745204,"gmtModify":1725545749015,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"This one also can consider very good news ? Hope it is not another trap :(","listText":"This one also can consider very good news ? Hope it is not another trap :(","text":"This one also can consider very good news ? Hope it is not another trap :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346146700636360","repostId":"1104159008","repostType":2,"repost":{"id":"1104159008","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1725544944,"share":"https://ttm.financial/m/news/1104159008?lang=&edition=fundamental","pubTime":"2024-09-05 22:02","market":"us","language":"en","title":"Tesla Stock Rises Again. Self-Driving News Is Exciting Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1104159008","media":"Dow Jones","summary":" $Tesla Motors(TSLA)$  stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all aboutrobots.Shares of the ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all about robots.</p><p style=\"text-align: start;\">Shares of the electric-vehicle maker were up 5.4%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb0a0c62a1dc175e66733c3f6aed9907\" title=\"\" tg-width=\"417\" tg-height=\"393\"/></p><p>Thursday’s gain was contributed to the company’s announcement that it would start selling its highest-level driver assistance software, Full Self Driving or FSD, in Europe and China in the first quarter of 2025.</p><p>A few other updates were announced including parking and reversing with FSD. Cybertruck drivers will have FSD available this month and an updated version of FSD will be available to Tesla drivers in October. Tesla routinely sends updated versions of the FSD software to drivers. Versions starting with 12.5 are the most current. Some Tesla drivers still have versions that start with 12.3.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3667a7d23d9229ee2be016253c94b431\" title=\"\" tg-width=\"576\" tg-height=\"454\"/></p><p>More drivers able to purchase FSD, which costs $99 a month in the U.S., means more potential high-margin sales for Tesla. It’s also a sign that Tesla believes FSD is improving. FSD is the software and hardware platform that Tesla believes will turn its vehicles into truly self-driving cars one day. Today, FSD still requires drivers to pay attention 100% of the time.</p><p>Tesla hosts a Robotaxi Day on Oct. 10, to review some of its self-driving technology. Tesla, using its FSD software, plans to launch a network of self-driving cabs one day.</p><p style=\"text-align: start;\">The Thursday gain follows Wednesday’s 4.8% jump. That increase was partly fueled by an Elon Musk tweet reading: “Just leaving Tesla engineering offices in Palo Alto. Most good, some bad. The future is going to be wild. There will be so many robots.”</p><p style=\"text-align: start;\">The company is working on AI-trained robots that it can both use in its manufacturing and sell. Musk believes the robot operation can rival Tesla’s car business.</p><p style=\"text-align: start;\">While Musk’s tweet appeared to help the stock Wednesday, it didn’t tell investors anything they didn’t already know.</p><p style=\"text-align: start;\">Through early trading Thursday, Tesla stock was still down about 7% since the company reported weaker-than-expected second-quarter numbers on July 23. Shares have fallen about 8% this year.</p><p style=\"text-align: start;\">Declining EV sales have weighed on investor sentiment. Tesla shipped about 831,000 cars in the first half of 2024, down about 7% year over year.</p><p style=\"text-align: start;\">Improving sales growth would help shares, and so would creating truly self-driving Teslas.</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 Stock Rises Again. Self-Driving News Is Exciting Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Rises Again. Self-Driving News Is Exciting Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2024-09-05 22:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all about robots.</p><p style=\"text-align: start;\">Shares of the electric-vehicle maker were up 5.4%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb0a0c62a1dc175e66733c3f6aed9907\" title=\"\" tg-width=\"417\" tg-height=\"393\"/></p><p>Thursday’s gain was contributed to the company’s announcement that it would start selling its highest-level driver assistance software, Full Self Driving or FSD, in Europe and China in the first quarter of 2025.</p><p>A few other updates were announced including parking and reversing with FSD. Cybertruck drivers will have FSD available this month and an updated version of FSD will be available to Tesla drivers in October. Tesla routinely sends updated versions of the FSD software to drivers. Versions starting with 12.5 are the most current. Some Tesla drivers still have versions that start with 12.3.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3667a7d23d9229ee2be016253c94b431\" title=\"\" tg-width=\"576\" tg-height=\"454\"/></p><p>More drivers able to purchase FSD, which costs $99 a month in the U.S., means more potential high-margin sales for Tesla. It’s also a sign that Tesla believes FSD is improving. FSD is the software and hardware platform that Tesla believes will turn its vehicles into truly self-driving cars one day. Today, FSD still requires drivers to pay attention 100% of the time.</p><p>Tesla hosts a Robotaxi Day on Oct. 10, to review some of its self-driving technology. Tesla, using its FSD software, plans to launch a network of self-driving cabs one day.</p><p style=\"text-align: start;\">The Thursday gain follows Wednesday’s 4.8% jump. That increase was partly fueled by an Elon Musk tweet reading: “Just leaving Tesla engineering offices in Palo Alto. Most good, some bad. The future is going to be wild. There will be so many robots.”</p><p style=\"text-align: start;\">The company is working on AI-trained robots that it can both use in its manufacturing and sell. Musk believes the robot operation can rival Tesla’s car business.</p><p style=\"text-align: start;\">While Musk’s tweet appeared to help the stock Wednesday, it didn’t tell investors anything they didn’t already know.</p><p style=\"text-align: start;\">Through early trading Thursday, Tesla stock was still down about 7% since the company reported weaker-than-expected second-quarter numbers on July 23. Shares have fallen about 8% this year.</p><p style=\"text-align: start;\">Declining EV sales have weighed on investor sentiment. Tesla shipped about 831,000 cars in the first half of 2024, down about 7% year over year.</p><p style=\"text-align: start;\">Improving sales growth would help shares, and so would creating truly self-driving Teslas.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104159008","content_text":"Tesla Motors stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all about robots.Shares of the electric-vehicle maker were up 5.4%.Thursday’s gain was contributed to the company’s announcement that it would start selling its highest-level driver assistance software, Full Self Driving or FSD, in Europe and China in the first quarter of 2025.A few other updates were announced including parking and reversing with FSD. Cybertruck drivers will have FSD available this month and an updated version of FSD will be available to Tesla drivers in October. Tesla routinely sends updated versions of the FSD software to drivers. Versions starting with 12.5 are the most current. Some Tesla drivers still have versions that start with 12.3.More drivers able to purchase FSD, which costs $99 a month in the U.S., means more potential high-margin sales for Tesla. It’s also a sign that Tesla believes FSD is improving. FSD is the software and hardware platform that Tesla believes will turn its vehicles into truly self-driving cars one day. Today, FSD still requires drivers to pay attention 100% of the time.Tesla hosts a Robotaxi Day on Oct. 10, to review some of its self-driving technology. Tesla, using its FSD software, plans to launch a network of self-driving cabs one day.The Thursday gain follows Wednesday’s 4.8% jump. That increase was partly fueled by an Elon Musk tweet reading: “Just leaving Tesla engineering offices in Palo Alto. Most good, some bad. The future is going to be wild. There will be so many robots.”The company is working on AI-trained robots that it can both use in its manufacturing and sell. Musk believes the robot operation can rival Tesla’s car business.While Musk’s tweet appeared to help the stock Wednesday, it didn’t tell investors anything they didn’t already know.Through early trading Thursday, Tesla stock was still down about 7% since the company reported weaker-than-expected second-quarter numbers on July 23. Shares have fallen about 8% this year.Declining EV sales have weighed on investor sentiment. Tesla shipped about 831,000 cars in the first half of 2024, down about 7% year over year.Improving sales growth would help shares, and so would creating truly self-driving Teslas.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140756895,"gmtCreate":1625676057317,"gmtModify":1703746308906,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>Very disappointed , what happen to MU today ?????","listText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>Very disappointed , what happen to MU today ?????","text":"$Micron Technology(MU)$Very disappointed , what happen to MU today ?????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/140756895","isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159271689,"gmtCreate":1624972698241,"gmtModify":1703849119354,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159271689","repostId":"1128482198","repostType":4,"repost":{"id":"1128482198","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624968506,"share":"https://ttm.financial/m/news/1128482198?lang=&edition=fundamental","pubTime":"2021-06-29 20:08","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1128482198","media":"Tiger Newspress","summary":"U.S. futures drift after tech drives U.S. gauges to records\n\n\nTreasuries steady; oil dips as gold he","content":"<ul>\n <li>U.S. futures drift after tech drives U.S. gauges to records</li>\n</ul>\n<ul>\n <li>Treasuries steady; oil dips as gold heads for monthly drop</li>\n</ul>\n<p>Stocks were mixed and U.S. futures fluctuated on Tuesday as concerns over a highly infectious Covid-19 strain spurred caution among investors. The dollar strengthened.</p>\n<p>At 8:05 a.m. ET, Dow e-minis were up 51 points, or 0.15%, S&amp;P 500 e-minis were down 3 points, or 0.07%, and Nasdaq 100 e-minis were down 24.50 points, or 0.17%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a935accd8480c3f8c58f58577a4c7c3\" tg-width=\"1080\" tg-height=\"401\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:05</span></p>\n<p>Morgan Stanley&nbsp;jumped 3.2% in premarket trading, leading gains among the big lenders after saying it would double its dividend to 70 cents per share in the third quarter.</p>\n<p>JPMorgan Chase &amp; Co&nbsp;and Goldman Sachs Group(GS.N)gained 0.2% and 1.1%, as they hiked their capital payouts after the U.S. Federal Reserve gave them a clean bill of health following their annual \"stress tests\" last week.</p>\n<p>A reading of the Conference Board's consumer confidence index, set to be release at 10 a.m. ET, is expected to rise to 119 this month after steadying in May.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>Big banks</b> –Goldman Sachs(GS),Bank of America(BAC),Morgan Stanley(MS),JPMorgan Chase(JPM) and&nbsp;Wells Fargo(WFC) all announced dividend increases after passing the Fed’s latest stress tests. Morgan Stanley and Wells Fargo bothdoubled their dividends, whileCitigroup(C) was the only one of the six largest banks to keep its dividend unchanged. Morgan Stanley rose 3.2% in the premarket, with Goldman up 1.1%.</p>\n<p><b>Facebook&nbsp;(FB)</b> – Facebook remains on watch after a late Monday jump which saw itsurge past the $1 trillion markin market value. That followed a court decision thatdismissed both federal and state antitrust complaintsagainst the social media giant.</p>\n<p><b>Tesla&nbsp;(TSLA)</b> – UBS cut its price target on Tesla shares to $660 from $730, while maintaining a “neutral” rating, noting increasing competition as well as operational delays.</p>\n<p><b>Boeing&nbsp;(BA)</b> – Boeingwon a 200 jet orderfromUnited Airlines(UAL), which also ordered 70 Airbus jets as it modernizes its fleet. United will buy a variety of Max jets from Boeing and A321neo models from Airbus.</p>\n<p><b>FactSet&nbsp;(FDS)</b> – The financial information company earned $2.72 per share for its fiscal third quarter, 3 cents a share shy of estimates. Revenue came in above Wall Street forecasts. FactSet expects earnings of $10.75 to $11.15 per share for the fiscal year ending in August, compared to a current consensus estimate of $11.14 a share.</p>\n<p><b>Herman Miller&nbsp;(MLHR)</b> – Herman Miller reported quarterly profit of 56 cents per share, beating the consensus estimate of 39 cents a share. The office furniture maker’s revenue came in above estimates as well. Herman Miller gave a lower-than-expected earnings forecast, however, and its shares fell 1.7% in the premarket.</p>\n<p><b>Jefferies Financial&nbsp;(JEF)</b> – Jefferies beat Wall Street forecasts for both profit and revenue for its latest quarter, and the financial services firm also announced a 25% dividend increase. Jefferies rallied 3.3% in premarket trading.</p>\n<p><b>XPO Logistics&nbsp;(XPO)</b> – XPO announced that its public offering of 5 million common shares was priced at $138 per share, compared to Monday’s close of $140.61. The transportation and logistics company plans to use the funds to pay down debt and for general corporate purposes. XPO fell 1.5% in the premarket.</p>\n<p><b>Herbalife Nutrition&nbsp;(HLF)</b> – Herbalife was rated “buy” in new coverage at B Riley Securities, with a price target of $70 per share. The nutritional products maker’s stock closed at $53.34 on Monday. B Riley notes Herbalife’s global leadership in weight management supplements as an increasing presence in the sports/fitness category.</p>\n<p><b>General Electric&nbsp;(GE)</b> – Goldman Sachs named the stock a “top idea,” based in part on an upbeat view of GE’s cash flow prospects as the industrials sector recovers. Goldman rates GE “buy” with a price target of $16 compared to Monday’s close of $12.89. GE rose 1% in premarket trading.</p>\n<p><b>Textron&nbsp;(TXT)</b> – Textron was upgraded to “overweight” from “equal-weight” at Morgan Stanley, based on a rebound in the use of business jets as well as the prospects for electric vertical takeoff and landing vehicles.</p>\n<p><b>FedEx&nbsp;(FDX)</b> – Bank of America Securities added FedEx to its “US1” list of top picks, while maintaining a “buy” rating. BofA sees significant tailwinds for FedEx including increased pricing power, and notes that the stock is at the low end of its historical trading range.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Tuesday</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\">\nToplines Before US Market Open on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-29 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>U.S. futures drift after tech drives U.S. gauges to records</li>\n</ul>\n<ul>\n <li>Treasuries steady; oil dips as gold heads for monthly drop</li>\n</ul>\n<p>Stocks were mixed and U.S. futures fluctuated on Tuesday as concerns over a highly infectious Covid-19 strain spurred caution among investors. The dollar strengthened.</p>\n<p>At 8:05 a.m. ET, Dow e-minis were up 51 points, or 0.15%, S&amp;P 500 e-minis were down 3 points, or 0.07%, and Nasdaq 100 e-minis were down 24.50 points, or 0.17%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a935accd8480c3f8c58f58577a4c7c3\" tg-width=\"1080\" tg-height=\"401\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:05</span></p>\n<p>Morgan Stanley&nbsp;jumped 3.2% in premarket trading, leading gains among the big lenders after saying it would double its dividend to 70 cents per share in the third quarter.</p>\n<p>JPMorgan Chase &amp; Co&nbsp;and Goldman Sachs Group(GS.N)gained 0.2% and 1.1%, as they hiked their capital payouts after the U.S. Federal Reserve gave them a clean bill of health following their annual \"stress tests\" last week.</p>\n<p>A reading of the Conference Board's consumer confidence index, set to be release at 10 a.m. ET, is expected to rise to 119 this month after steadying in May.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>Big banks</b> –Goldman Sachs(GS),Bank of America(BAC),Morgan Stanley(MS),JPMorgan Chase(JPM) and&nbsp;Wells Fargo(WFC) all announced dividend increases after passing the Fed’s latest stress tests. Morgan Stanley and Wells Fargo bothdoubled their dividends, whileCitigroup(C) was the only one of the six largest banks to keep its dividend unchanged. Morgan Stanley rose 3.2% in the premarket, with Goldman up 1.1%.</p>\n<p><b>Facebook&nbsp;(FB)</b> – Facebook remains on watch after a late Monday jump which saw itsurge past the $1 trillion markin market value. That followed a court decision thatdismissed both federal and state antitrust complaintsagainst the social media giant.</p>\n<p><b>Tesla&nbsp;(TSLA)</b> – UBS cut its price target on Tesla shares to $660 from $730, while maintaining a “neutral” rating, noting increasing competition as well as operational delays.</p>\n<p><b>Boeing&nbsp;(BA)</b> – Boeingwon a 200 jet orderfromUnited Airlines(UAL), which also ordered 70 Airbus jets as it modernizes its fleet. United will buy a variety of Max jets from Boeing and A321neo models from Airbus.</p>\n<p><b>FactSet&nbsp;(FDS)</b> – The financial information company earned $2.72 per share for its fiscal third quarter, 3 cents a share shy of estimates. Revenue came in above Wall Street forecasts. FactSet expects earnings of $10.75 to $11.15 per share for the fiscal year ending in August, compared to a current consensus estimate of $11.14 a share.</p>\n<p><b>Herman Miller&nbsp;(MLHR)</b> – Herman Miller reported quarterly profit of 56 cents per share, beating the consensus estimate of 39 cents a share. The office furniture maker’s revenue came in above estimates as well. Herman Miller gave a lower-than-expected earnings forecast, however, and its shares fell 1.7% in the premarket.</p>\n<p><b>Jefferies Financial&nbsp;(JEF)</b> – Jefferies beat Wall Street forecasts for both profit and revenue for its latest quarter, and the financial services firm also announced a 25% dividend increase. Jefferies rallied 3.3% in premarket trading.</p>\n<p><b>XPO Logistics&nbsp;(XPO)</b> – XPO announced that its public offering of 5 million common shares was priced at $138 per share, compared to Monday’s close of $140.61. The transportation and logistics company plans to use the funds to pay down debt and for general corporate purposes. XPO fell 1.5% in the premarket.</p>\n<p><b>Herbalife Nutrition&nbsp;(HLF)</b> – Herbalife was rated “buy” in new coverage at B Riley Securities, with a price target of $70 per share. The nutritional products maker’s stock closed at $53.34 on Monday. B Riley notes Herbalife’s global leadership in weight management supplements as an increasing presence in the sports/fitness category.</p>\n<p><b>General Electric&nbsp;(GE)</b> – Goldman Sachs named the stock a “top idea,” based in part on an upbeat view of GE’s cash flow prospects as the industrials sector recovers. Goldman rates GE “buy” with a price target of $16 compared to Monday’s close of $12.89. GE rose 1% in premarket trading.</p>\n<p><b>Textron&nbsp;(TXT)</b> – Textron was upgraded to “overweight” from “equal-weight” at Morgan Stanley, based on a rebound in the use of business jets as well as the prospects for electric vertical takeoff and landing vehicles.</p>\n<p><b>FedEx&nbsp;(FDX)</b> – Bank of America Securities added FedEx to its “US1” list of top picks, while maintaining a “buy” rating. BofA sees significant tailwinds for FedEx including increased pricing power, and notes that the stock is at the low end of its historical trading range.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音","TSLA":"特斯拉","WFC":"富国银行","GE":"GE航空航天",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","MS":"摩根士丹利",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128482198","content_text":"U.S. futures drift after tech drives U.S. gauges to records\n\n\nTreasuries steady; oil dips as gold heads for monthly drop\n\nStocks were mixed and U.S. futures fluctuated on Tuesday as concerns over a highly infectious Covid-19 strain spurred caution among investors. The dollar strengthened.\nAt 8:05 a.m. ET, Dow e-minis were up 51 points, or 0.15%, S&P 500 e-minis were down 3 points, or 0.07%, and Nasdaq 100 e-minis were down 24.50 points, or 0.17%.\n*Source From Tiger Trade, EST 08:05\nMorgan Stanley jumped 3.2% in premarket trading, leading gains among the big lenders after saying it would double its dividend to 70 cents per share in the third quarter.\nJPMorgan Chase & Co and Goldman Sachs Group(GS.N)gained 0.2% and 1.1%, as they hiked their capital payouts after the U.S. Federal Reserve gave them a clean bill of health following their annual \"stress tests\" last week.\nA reading of the Conference Board's consumer confidence index, set to be release at 10 a.m. ET, is expected to rise to 119 this month after steadying in May.\nStocks making the biggest moves in the premarket:\nBig banks –Goldman Sachs(GS),Bank of America(BAC),Morgan Stanley(MS),JPMorgan Chase(JPM) and Wells Fargo(WFC) all announced dividend increases after passing the Fed’s latest stress tests. Morgan Stanley and Wells Fargo bothdoubled their dividends, whileCitigroup(C) was the only one of the six largest banks to keep its dividend unchanged. Morgan Stanley rose 3.2% in the premarket, with Goldman up 1.1%.\nFacebook (FB) – Facebook remains on watch after a late Monday jump which saw itsurge past the $1 trillion markin market value. That followed a court decision thatdismissed both federal and state antitrust complaintsagainst the social media giant.\nTesla (TSLA) – UBS cut its price target on Tesla shares to $660 from $730, while maintaining a “neutral” rating, noting increasing competition as well as operational delays.\nBoeing (BA) – Boeingwon a 200 jet orderfromUnited Airlines(UAL), which also ordered 70 Airbus jets as it modernizes its fleet. United will buy a variety of Max jets from Boeing and A321neo models from Airbus.\nFactSet (FDS) – The financial information company earned $2.72 per share for its fiscal third quarter, 3 cents a share shy of estimates. Revenue came in above Wall Street forecasts. FactSet expects earnings of $10.75 to $11.15 per share for the fiscal year ending in August, compared to a current consensus estimate of $11.14 a share.\nHerman Miller (MLHR) – Herman Miller reported quarterly profit of 56 cents per share, beating the consensus estimate of 39 cents a share. The office furniture maker’s revenue came in above estimates as well. Herman Miller gave a lower-than-expected earnings forecast, however, and its shares fell 1.7% in the premarket.\nJefferies Financial (JEF) – Jefferies beat Wall Street forecasts for both profit and revenue for its latest quarter, and the financial services firm also announced a 25% dividend increase. Jefferies rallied 3.3% in premarket trading.\nXPO Logistics (XPO) – XPO announced that its public offering of 5 million common shares was priced at $138 per share, compared to Monday’s close of $140.61. The transportation and logistics company plans to use the funds to pay down debt and for general corporate purposes. XPO fell 1.5% in the premarket.\nHerbalife Nutrition (HLF) – Herbalife was rated “buy” in new coverage at B Riley Securities, with a price target of $70 per share. The nutritional products maker’s stock closed at $53.34 on Monday. B Riley notes Herbalife’s global leadership in weight management supplements as an increasing presence in the sports/fitness category.\nGeneral Electric (GE) – Goldman Sachs named the stock a “top idea,” based in part on an upbeat view of GE’s cash flow prospects as the industrials sector recovers. Goldman rates GE “buy” with a price target of $16 compared to Monday’s close of $12.89. GE rose 1% in premarket trading.\nTextron (TXT) – Textron was upgraded to “overweight” from “equal-weight” at Morgan Stanley, based on a rebound in the use of business jets as well as the prospects for electric vertical takeoff and landing vehicles.\nFedEx (FDX) – Bank of America Securities added FedEx to its “US1” list of top picks, while maintaining a “buy” rating. BofA sees significant tailwinds for FedEx including increased pricing power, and notes that the stock is at the low end of its historical trading range.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153755338,"gmtCreate":1625053449724,"gmtModify":1703734916224,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>Go go go good result releasing soon :)","listText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>Go go go good result releasing soon :)","text":"$Micron Technology(MU)$Go go go good result releasing soon :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153755338","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343672045666504,"gmtCreate":1724933901109,"gmtModify":1724933905310,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"Investor unhappy ? More likely it is the fund Manager game trick again 😡","listText":"Investor unhappy ? More likely it is the fund Manager game trick again 😡","text":"Investor unhappy ? More likely it is the fund Manager game trick again 😡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343672045666504","repostId":"2463448958","repostType":2,"repost":{"id":"2463448958","kind":"highlight","pubTimestamp":1724900771,"share":"https://ttm.financial/m/news/2463448958?lang=&edition=fundamental","pubTime":"2024-08-29 11:06","market":"sh","language":"en","title":"Nvidia's Guidance Is A Disappointment","url":"https://stock-news.laohu8.com/highlight/detail?id=2463448958","media":"seekingalpha","summary":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growt","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.</p></li><li><p>The data center segment drove significant revenue growth, but Nvidia&#39;s heavy reliance on this unit poses risks if it slows down.</p></li><li><p>Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia&#39;s share count.</p></li><li><p>Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cd66fb76fb9c3656779aa6ac145d6d\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto</p><p></p><h2 id=\"id_900299710\">Article Thesis</h2><p><strong>NVIDIA</strong> <strong>Corporation</strong> (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market&#39;s reaction was rather negative, and a new $50 billion buyback authorization didn&#39;t change that.</p><h2 id=\"id_3146604327\">Past Coverage</h2><p>I have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company&#39;s first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.</p><h2 id=\"id_2094805477\">What Happened?</h2><p>Nvidia Corporation announced its Q2 results following the market&#39;s close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e097e0e0bac95c48f6d6c430913809d5\" tg-width=\"640\" tg-height=\"275\"/></p><p>Nvidia&#39;s quarterly earnings results (Seeking Alpha)</p><p></p><p>The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn&#39;t as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That&#39;s good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.</p><p>The market seems to be a bit disappointed, as Nvidia&#39;s shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia&#39;s results and guidance over the coming hours.</p><h2 id=\"id_3202945778\">Nvidia&#39;s Performance During The Second Quarter</h2><p>Nvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia&#39;s data center segment. Here, revenues were up 155% compared to the previous year&#39;s quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia&#39;s other segments, i.e., gaming, professional visualization, auto, and OEM &amp; other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.</p><p>On the other hand, though, Nvidia&#39;s reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia&#39;s other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.</p><p>Nvidia&#39;s sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can&#39;t be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.</p><p>Of course, Nvidia&#39;s revenue performance is just one of several important factors when analyzing the company&#39;s quarterly report. Nvidia&#39;s profit performance is critical as well, and so is the company&#39;s guidance for the current quarter.</p><p>When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That&#39;s excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia&#39;s gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company&#39;s gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can&#39;t grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.</p><p>The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year&#39;s quarter -- despite hefty buyback spending. Share issuance to the company&#39;s management team and employees fully offset any share count reduction via Nvidia&#39;s buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.</p><p>Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.</p><p>When it comes to business growth in the current quarter, Nvidia&#39;s guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn&#39;t strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia&#39;s earnings release.</p><p>Beyond the current quarter, growth will depend on Nvidia&#39;s Blackwell to a large degree. Management&#39;s comments looked good in that regard. CEO Jensen Huang stated in the release:</p><blockquote><p><em>Hopper demand remains strong, and the anticipation for Blackwell is incredible.</em></p></blockquote><p>It is not possible to quantify what &#34;incredible&#34; anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (META), and other customers think about Blackwell, then that&#39;s a good sign, I believe.</p><h2 id=\"id_1825088861\">Is Nvidia A Good Investment?</h2><p>Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia&#39;s guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia&#39;s results and guidance.</p><p>Nvidia remains the AI data center king for now, and that won&#39;t change in the foreseeable future, I believe. But since Nvidia&#39;s shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I&#39;m not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.</p><p>With shares being very volatile, I wouldn&#39;t be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a &#34;Neutral&#34; rating for now.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Guidance Is A Disappointment</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Guidance Is A Disappointment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-29 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue ...</p>\n\n<a href=\"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4553":"喜马拉雅资本持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4554":"元宇宙及AR概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4524":"宅经济概念","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","NVDA":"英伟达","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4538":"云计算","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4549":"软银资本持仓","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","BK4534":"瑞士信贷持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","BK4532":"文艺复兴科技持仓"},"source_url":"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2463448958","content_text":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growth, but Nvidia's heavy reliance on this unit poses risks if it slows down.Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia's share count.Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.JHVEPhotoArticle ThesisNVIDIA Corporation (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market's reaction was rather negative, and a new $50 billion buyback authorization didn't change that.Past CoverageI have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company's first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.What Happened?Nvidia Corporation announced its Q2 results following the market's close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:Nvidia's quarterly earnings results (Seeking Alpha)The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn't as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That's good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.The market seems to be a bit disappointed, as Nvidia's shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia's results and guidance over the coming hours.Nvidia's Performance During The Second QuarterNvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia's data center segment. Here, revenues were up 155% compared to the previous year's quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia's other segments, i.e., gaming, professional visualization, auto, and OEM & other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.On the other hand, though, Nvidia's reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia's other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.Nvidia's sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can't be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.Of course, Nvidia's revenue performance is just one of several important factors when analyzing the company's quarterly report. Nvidia's profit performance is critical as well, and so is the company's guidance for the current quarter.When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That's excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia's gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company's gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can't grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year's quarter -- despite hefty buyback spending. Share issuance to the company's management team and employees fully offset any share count reduction via Nvidia's buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.When it comes to business growth in the current quarter, Nvidia's guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn't strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia's earnings release.Beyond the current quarter, growth will depend on Nvidia's Blackwell to a large degree. Management's comments looked good in that regard. CEO Jensen Huang stated in the release:Hopper demand remains strong, and the anticipation for Blackwell is incredible.It is not possible to quantify what \"incredible\" anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), Meta Platforms, Inc. (META), and other customers think about Blackwell, then that's a good sign, I believe.Is Nvidia A Good Investment?Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia's guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia's results and guidance.Nvidia remains the AI data center king for now, and that won't change in the foreseeable future, I believe. But since Nvidia's shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I'm not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.With shares being very volatile, I wouldn't be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a \"Neutral\" rating for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348709677748424,"gmtCreate":1726152751474,"gmtModify":1726152755243,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"So.....even at $125......now only approx near $90 only","listText":"So.....even at $125......now only approx near $90 only","text":"So.....even at $125......now only approx near $90 only","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348709677748424","repostId":"2466222928","repostType":2,"repost":{"id":"2466222928","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1726148401,"share":"https://ttm.financial/m/news/2466222928?lang=&edition=fundamental","pubTime":"2024-09-12 21:40","market":"sh","language":"en","title":"Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160","url":"https://stock-news.laohu8.com/highlight/detail?id=2466222928","media":"MT Newswires Live","summary":"Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.Micron shares slumped over 5% in morning trading.“High Bandwidth Memory  for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”","content":"<html><head></head><body><p>Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.</p><p>Micron shares slumped over 5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3699aa6c20d26a365762b1cd83c46646\" tg-width=\"809\" tg-height=\"818\"/></p><p>“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over 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>Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160</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\">\nMicron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-09-12 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.</p><p>Micron shares slumped over 5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3699aa6c20d26a365762b1cd83c46646\" tg-width=\"809\" tg-height=\"818\"/></p><p>“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466222928","content_text":"Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.Micron shares slumped over 5% in morning trading.“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347803077099848,"gmtCreate":1725936393518,"gmtModify":1725936396965,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"I would not pay extra for that......nothing so interesting&nbsp;","listText":"I would not pay extra for that......nothing so interesting&nbsp;","text":"I would not pay extra for that......nothing so interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347803077099848","repostId":"1100650609","repostType":2,"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345479533494656,"gmtCreate":1725374391660,"gmtModify":1725374395136,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Great job to fund manager pushing the stock price high","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Great job to fund manager pushing the stock price high","text":"$Tesla Motors(TSLA)$ Great job to fund manager pushing the stock price high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345479533494656","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}