lostbelt personal page - To The Moon

lostbelt

lostbelt

No personal profile

14Follow

1Followers

0Topic

0Badge

2022-08-05

This is bad.,...,..

Jobs Friday Is Here, The Data Could Show a Slowdown

2022-07-29

Consider selling? Short selling is good for this stock

Nvidia Is The Stock Every Investor Should Consider

2022-07-29

Joke . The forecast is so far fetched.

Apple Forecasts Faster Sales Growth, Strong IPhone Demand Despite Glum Economy

2022-07-27

$Coinbase Global, Inc.(COIN)$a year ago, i said coin base was going from $200 to $100 for sure. People were skeptical, now at $50 people are in disbelief.

2021-07-31

This is good news

Infrastructure Spending Is on Its Way. Here’s a Cheap Way to Play It

2021-07-26

This is good. If you stay on the sidelines. Pls no.

Sorry, the original content has been removed

2021-07-26

Looking good?

Big Tech Earnings Preview: Alphabet, Facebook, and Amazon

2021-06-19

This means oil going to crash soon?

Sorry, the original content has been removed

2021-06-19

This is good

Sorry, the original content has been removed

2021-05-31

$AMC Entertainment(AMC)$omgggg

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3584066938194583","uuid":"3584066938194583","gmtCreate":1620973458929,"gmtModify":1622427024827,"name":"lostbelt","pinyin":"lostbelt","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":14,"tweetSize":10,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":9902204972,"gmtCreate":1659701934098,"gmtModify":1704795029824,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"This is bad.,...,..","listText":"This is bad.,...,..","text":"This is bad.,...,..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902204972","repostId":"1198183547","repostType":4,"repost":{"id":"1198183547","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":1659691210,"share":"https://ttm.financial/m/news/1198183547?lang=&edition=fundamental","pubTime":"2022-08-05 17:20","market":"us","language":"en","title":"Jobs Friday Is Here, The Data Could Show a Slowdown","url":"https://stock-news.laohu8.com/highlight/detail?id=1198183547","media":"Dow Jones","summary":"Jobs growth likely decelerated in July as the broader U.S. labor market showed signs of cooling, ref","content":"<html><head></head><body><p>Jobs growth likely decelerated in July as the broader U.S. labor market showed signs of cooling, reflecting the impact of higher prices, rising interest rates, and a slowing economy.</p><p>The July jobs report, to be released Friday at 8:30 a.m., will offer the most comprehensive picture yet of just how well the labor market has been able to withstand the Federal Reserve’s aggressive pace of monetary policy tightening and a recent slowdown in consumer spending. Economists are forecasting the U.S. economy added 258,000 jobs last month, consensus expectations show, with the unemployment rate holding steady at 3.6%.</p><p><img src=\"https://static.tigerbbs.com/d4711f95c440e096841a40f3f7c2b265\" tg-width=\"1052\" tg-height=\"650\" width=\"100%\" height=\"auto\"/></p><p>That pace would mark a notable slowdown from the previous three-month average of roughly 375,000 jobs added per month. It would still show fairly healthy, positive growth roughly on par with prepandemic levels—the economy was adding roughly 264,000 jobs monthly in the three months ending January 2020—but it would cement a broader trend toward softening throughout the labor market that has become clearer in recent weeks.</p><p>While the labor market has for months been among the strongest elements—if not the strongest—of a fragile economy, recent government data suggests it could be past its peak. Data this week showed job openings in June falling more than expected and unemployment claims clearly rising.</p><p>For July, economists also expect average hourly wages to have risen 0.3% over the month, roughly matching last month’s pace and marking a slight slowdown from late 2021 and early this year.</p><p>Given the strength of job growth and resilience in hiring over the past year, the recent downward trend means the labor market overall still remains strong for now. Some loosening in the labor market is both necessary and expected in order for the Fed to try to rein in inflation, too. And if Friday’s data comes in roughly in line with expectations, Fed Chairman Jerome Powell and members of the central bank’s Federal Open Market Committee will likely welcome the subtle slowdown without adjusting their path forward, economists say.</p><p>“With inflation still raging and FOMC members, including Chair Powell, acknowledging that an ‘over-tight’ labor market is contributing to price pressures, we suspect the Fed will be undeterred by the recent slowing in activity both inside and outside the labor market,” Wells Fargo economists Sarah House and Michael Pugliese wrote Thursday. “And it will push ahead with raising the fed funds rate to around 4% in the coming months.”</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>Jobs Friday Is Here, The Data Could Show a Slowdown</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJobs Friday Is Here, The Data Could Show a Slowdown\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\">2022-08-05 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jobs growth likely decelerated in July as the broader U.S. labor market showed signs of cooling, reflecting the impact of higher prices, rising interest rates, and a slowing economy.</p><p>The July jobs report, to be released Friday at 8:30 a.m., will offer the most comprehensive picture yet of just how well the labor market has been able to withstand the Federal Reserve’s aggressive pace of monetary policy tightening and a recent slowdown in consumer spending. Economists are forecasting the U.S. economy added 258,000 jobs last month, consensus expectations show, with the unemployment rate holding steady at 3.6%.</p><p><img src=\"https://static.tigerbbs.com/d4711f95c440e096841a40f3f7c2b265\" tg-width=\"1052\" tg-height=\"650\" width=\"100%\" height=\"auto\"/></p><p>That pace would mark a notable slowdown from the previous three-month average of roughly 375,000 jobs added per month. It would still show fairly healthy, positive growth roughly on par with prepandemic levels—the economy was adding roughly 264,000 jobs monthly in the three months ending January 2020—but it would cement a broader trend toward softening throughout the labor market that has become clearer in recent weeks.</p><p>While the labor market has for months been among the strongest elements—if not the strongest—of a fragile economy, recent government data suggests it could be past its peak. Data this week showed job openings in June falling more than expected and unemployment claims clearly rising.</p><p>For July, economists also expect average hourly wages to have risen 0.3% over the month, roughly matching last month’s pace and marking a slight slowdown from late 2021 and early this year.</p><p>Given the strength of job growth and resilience in hiring over the past year, the recent downward trend means the labor market overall still remains strong for now. Some loosening in the labor market is both necessary and expected in order for the Fed to try to rein in inflation, too. And if Friday’s data comes in roughly in line with expectations, Fed Chairman Jerome Powell and members of the central bank’s Federal Open Market Committee will likely welcome the subtle slowdown without adjusting their path forward, economists say.</p><p>“With inflation still raging and FOMC members, including Chair Powell, acknowledging that an ‘over-tight’ labor market is contributing to price pressures, we suspect the Fed will be undeterred by the recent slowing in activity both inside and outside the labor market,” Wells Fargo economists Sarah House and Michael Pugliese wrote Thursday. “And it will push ahead with raising the fed funds rate to around 4% in the coming months.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198183547","content_text":"Jobs growth likely decelerated in July as the broader U.S. labor market showed signs of cooling, reflecting the impact of higher prices, rising interest rates, and a slowing economy.The July jobs report, to be released Friday at 8:30 a.m., will offer the most comprehensive picture yet of just how well the labor market has been able to withstand the Federal Reserve’s aggressive pace of monetary policy tightening and a recent slowdown in consumer spending. Economists are forecasting the U.S. economy added 258,000 jobs last month, consensus expectations show, with the unemployment rate holding steady at 3.6%.That pace would mark a notable slowdown from the previous three-month average of roughly 375,000 jobs added per month. It would still show fairly healthy, positive growth roughly on par with prepandemic levels—the economy was adding roughly 264,000 jobs monthly in the three months ending January 2020—but it would cement a broader trend toward softening throughout the labor market that has become clearer in recent weeks.While the labor market has for months been among the strongest elements—if not the strongest—of a fragile economy, recent government data suggests it could be past its peak. Data this week showed job openings in June falling more than expected and unemployment claims clearly rising.For July, economists also expect average hourly wages to have risen 0.3% over the month, roughly matching last month’s pace and marking a slight slowdown from late 2021 and early this year.Given the strength of job growth and resilience in hiring over the past year, the recent downward trend means the labor market overall still remains strong for now. Some loosening in the labor market is both necessary and expected in order for the Fed to try to rein in inflation, too. And if Friday’s data comes in roughly in line with expectations, Fed Chairman Jerome Powell and members of the central bank’s Federal Open Market Committee will likely welcome the subtle slowdown without adjusting their path forward, economists say.“With inflation still raging and FOMC members, including Chair Powell, acknowledging that an ‘over-tight’ labor market is contributing to price pressures, we suspect the Fed will be undeterred by the recent slowing in activity both inside and outside the labor market,” Wells Fargo economists Sarah House and Michael Pugliese wrote Thursday. “And it will push ahead with raising the fed funds rate to around 4% in the coming months.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903716297,"gmtCreate":1659072095819,"gmtModify":1676536254404,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"Consider selling? Short selling is good for this stock","listText":"Consider selling? Short selling is good for this stock","text":"Consider selling? Short selling is good for this stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903716297","repostId":"2255049253","repostType":4,"repost":{"id":"2255049253","pubTimestamp":1659071346,"share":"https://ttm.financial/m/news/2255049253?lang=&edition=fundamental","pubTime":"2022-07-29 13:09","market":"us","language":"en","title":"Nvidia Is The Stock Every Investor Should Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=2255049253","media":"Seekingalpha","summary":"SummaryNVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very we","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very well positioned in strong secular growth trends.</li><li>The street consensus anticipates 19.52% FCF and 21.88% EBIT CAGR over the next 5 years.</li><li>The company is leading the Post-Moore’s Law Era and successfully implementing its three-chip strategy.</li><li>An advantageous risk-reward profile is limiting the downside while my valuation model prices the stock at $220 with a 23.67% upside potential.</li><li>Although NVIDIA is a stock with great potential, investors should consider the general market trend as higher volatility and increased interest rates can significantly impact the stock’s price performance.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45382bae67c1696728f5b139f6662a9a\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>Tony Studio</span></p><p><b>Investment thesis</b></p><p>NVIDIA is aggressively penetrating the market of data centers and cloud computing while leveraging its leadership in the dGPU segment. The company has demonstrated in the past to be highly innovative and a pioneer in the semiconductorindustry, and is now doubling down with its own revolutionary accelerated computing solutions to challenge the end of Moore&#39;s Law Era. NVIDIA is also entering the CPU market segment with its Arm-based superchip Grace and is strongly positioned in multiple future-oriented secular growth drivers. The company will likely continue to shape the standards in graphics, High-Performance Computing, and AI, and can count on a very strong moat and an extraordinary high capital efficiency. My rather conservative valuation model prices the stock&#39;s fair value at $220, with a 23.67% upside potential from its last closing price.</p><p><b>A quick look at NVIDIA</b></p><p>NVIDIA Corporation (NASDAQ:NVDA) is an American company that invented the Graphics Processing Unit (GPU) in 1999 and paved the way for growth in the PC gaming market. Today, NVIDIA&#39;s systems are installed in several hundred million computers, are available in every cloud, power 355 of the TOP500 supercomputers, and are now set for accelerating the development of modern Artificial Intelligence (AI), the next era of computing. The company evolved from a chip vendor to a computing platform and operates through two business segments, Graphics, and Compute and Networking. In its Graphics segment, NVIDIA offers GPUs under the brands GeForce, Quadro/NVIDIA RTX for PCs, game consoles, video game streaming platforms, enterprise workstations, vGPU software for cloud-based visual and virtual computing, GeForce NOW game streaming service and infrastructure, laptops, desktops, gaming computers, and peripherals, as well as the Omniverse real-time graphics collaboration platform for building 3D designs and virtual worlds. Through its Compute and Networking segment, the company provides systems for AI platforms and solutions, High-Performance Computing (HPC) and accelerated computing, data center platforms and networking solutions; platforms and solutions for autonomous and intelligent vehicles, cryptocurrency mining processors, embedded computer boards for robotics, and solutions for enterprise artificial intelligence infrastructure. The company was founded in 1993, is headquartered in Santa Clara, California, and employs over 23,700 employees worldwide. Its most important geographical regions by its customers&#39; attributable revenue are Taiwan, followed by China and the United States.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53bf9f09f95be892ef815764761d4118\" tg-width=\"640\" tg-height=\"143\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>The company&#39;s success relies on multiple secular growth drivers with gaming being the most important with 46% of the revenue in the past year and a 25% Compound Annual Growth Rate (CAGR) over 5 years. NVIDIA counts more than 200M gamers using its GeForce technology and is the global leader for Discrete Graphics Processing Units (dGPU) with a market share of 78% in Q1 2022, followed by Advanced Micro Devices, Inc. (AMD) with a market share of 17%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/926f740c0e0cc32585d53c3f9ebc5fa9\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>Data centers are the second most important growth driver and also the fastest growing, with 66% CAGR and 40% of the revenue in FY22, NVIDIA is a leader in supercomputing, deep learning, and AI platforms and solutions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c71ecbcf50cc7551863aed4b50d8181\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>Professional visualization and Automotive are two other growth drivers for the company, with respectively $2.1B and $566M revenue in the last year, and a 5-year CAGR of 20% and 3%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b9467c8b1964775ca928ddb69fa8740\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>While the Automotive market is still relatively small for NVIDIA, the company reported over $11B in design wins in its pipeline and offers complete hardware and software solutions for autonomous vehicles, a segment that will likely grow much faster in the coming years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/361dff46d3eed1ddc8ad1c834ddb53b5\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p><b>The end of Moore&#39;s Law</b></p><p>In 1965, Gordon Moore, co-founder of Intel Corporation (INTC), affirmed that, due to the shrinking size of transistors to the nanoscale, the number on a microchip doubles about every year, while the cost of computers is halved. After 1975, the estimate changed to a doubling of transistors about every two years. While more transistors result in more powerful chips, over the past 50 years, engineers were able to systematically develop more efficient and miniaturized chips and systems with higher computational capacity, in line with Moore&#39;s law predictions. However, chip manufacturing companies like Intel, began to delay their rollout of smaller transistors, and industry leaders are suggesting that physics and engineering capabilities have been pushed to their limits, and despite computational abilities have reached unprecedented levels even in nanotechnologies, wearables, and Internet of Things (IOT) devices, systems may have reached their limits in transistor capacity and power, hence, setting an end to Moore&#39;s law.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3656b4cf6257d3f91425b709ee27307c\" tg-width=\"640\" tg-height=\"230\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>In 2006, NVIDIA introduced GPU-accelerated computing through its Compute Unified Device Architecture-enabled (CUDA) GPUs and challenged the limits of Moore&#39;s law. This revolutionary approach uses parallel processing to speed up computational tasks on demanding applications, such as AI, data analytics, simulations, and visualizations. Although some open-source alternatives exist on the market, competitors introduced their parallel computing approach, and graphics processing units from NVIDIA are sometimes seen as hard to program, NVIDIA is the market leader in the accelerated computing industry.</p><p><b>Future growth drivers</b></p><p>With its three-chip strategy, NVIDIA is likely one of the best-positioned semiconductor companies for the post-Moore&#39;s Law era. The GPU market was valued at $23.90B in 2021, and it is expected to reach a value of $130.02B by 2027, with a forecasted CAGR of 32.70%. The global data center accelerator market was valued at $13.7B in 2021 and is forecasted to grow at 31.06% CAGR through 2027 and reach a size of $69.44B. The global data center chip market reached a value of $9.56B in 2021 and is expected to grow at 6.70% CAGR through 2027, reaching a value of $14.11B. The industry is experiencing a series of consolidations in the building battle for data center chips, with AMD recently finalizing the acquisition of Xilinx, announcing the acquisition of Pensando Systems, and the failed attempt of NVIDIA to acquire Arm Holdings for $66B, which is still owned by SoftBank Group (OTCPK:SFTBY). NVIDIA has 20 years of architectural license from Arm, which grants the company to focus on its three-chip strategy involving Central Processing Units (CPU), GPUs, and Data Processing Units (DPU). The latter is the third component in modern data centers capable of parsing, processing and efficiently transferring data to GPUs or CPUs, and delivers functionalities that will define the next generation of cloud-scale computing.</p><p>NVIDIA unveiled its own 144-core CPU superchip, named after US computing pioneer Grace Hopper, based on Arm-architecture, which it claims to be two times faster and 2.3 times more efficient than Intel&#39;s Ice Lake Xeon Platinum 8360Y processor. The company announced some world-leading computer makers such as Dell Technologies (DELL), Hewlett Packard (HPE), Lenovo (OTCPK:LNVGY), Atos (OTCPK:AEXAF), Gigabyte (ticker 2763 in Taiwan) among the early adopters of its superchip. While Intel almost controlled the entire server industry in the past and is still the leader in server chip shipments, its market share has recently shifted towards competitor AMD, which aggressively invested in that industry. NVIDIA is strongly positioned to capture a significant market share in the data center CPU market and has the advantage to offer a robust and complete platform of products and services, supported by its unrivaled leadership in GPUs.</p><p><b>What&#39;s up next for NVIDIA?</b></p><p>Despite the gaming industry losing steam in the last few quarters, I see this trend likely to turn as soon as people will come back from the summer holidays and consumer spending will be channeled away from traveling, towards products and services consumed at home. The personal consumption expenditure excluding food and energy for people living in the United States is still at high levels, and despite a pullback in Q3 2021, it successively gained positive momentum. NVIDIA is expected to release its GeForce RTX 40 series this fall, with rumored twice the performance of its predecessor, although the company could postpone the availability of its latest GPU, as the market is currently experiencing a flood of used GeForce RTX 30 series GPUs, previously mostly used for cryptocurrency mining.</p><p>Global bottlenecks in the supply chain, increased air- and ship-freight costs, inflationary pressure on rare earth and metals, and shortages of neon gas, an inevitable component in the manufacture of semiconductors, are some of the causes of the ongoing global chip shortage. A perfect storm for chipmakers. But is that all bad news for NVIDIA? As I will show in the next section, the company has very strong pricing power, and because of the global chip shortage, some customers are ready to pay more to secure important components for their products. For the same amount of chips used e.g. in a laptop or a personal computer, in times of sourcing deficiency, a carmaker is likely willing to pay more, since its revenue is proportionally also much larger. Although the automotive industry is still a smaller market for NVIDIA, the huge increase in design wins in its pipeline is a strong sign that this industry will likely become much more important for the company in the coming years and the diversification will positively impact the company&#39;s revenue mix.</p><p>What excites me the most in NVIDIA&#39;s near and mid-term future is their potential in the data center industry, and in particular cloud-computing data centers, AI factories or data centers that fuel massive amounts of data to train AI models, data centers for industrial robotics and automation, edge data centers, and supercomputing data centers. Driven by the rise of remote work and learning, the fast expansion of data-intense technologies such as IoT, Machine Learning (ML), AI, blockchain, and decentralized technologies, the digitalization of business processes and the industrial digitalization as well as, the faster adoption of digital technologies by Small and Medium-size Enterprises (SME), the global data center market is forecasted to grow at 10.50% CAGR, and seen valued at $517B by 2030. The often-disregarded acquisition of Mellanox will grant NVIDIA additional market shares in this fast-growing market by supporting accelerated networking and data transfer solutions. NVIDIA&#39;s Omniverse may be an element in the company&#39;s product portfolio that is still quite difficult to frame in terms of its potential but is likely to be a driving force in the company&#39;s universe. The latest announcement of Siemens (OTCPK:SIEGY) committing to NVIDIA&#39;s platform and even expanding its partnership by connecting their Siemens Xcelerator platform, to enable the industrial metaverse and increase the impact of NVIDIA&#39;s AI ecosystem in the industrial automation that is built using Siemens&#39; mechanical, electrical, software, IoT and edge solutions, is underscoring its importance. Meta Platforms (META), which is building the world&#39;s largest AI supercomputer to power the Metaverse, and sources its chips from NVIDIA and AMD, could dramatically increase its investment in GPUs, as it faces strong competition from rival TikTok. And Meta is by far not the only customer who will have to increase its computing power, as NVIDIA powers over 70% of the top 500 supercomputers worldwide. AI-driven cybersecurity in edge data centers is another potential near-term growth catalyst for NVIDIA, with its BlueField-2 DPU real-time telemetry, and NVIDIA GPU-powered Morpheus cybersecurity framework. The average cost per data breach increased from $4.24M in 2021 to $4.35M in 2022 and security AI is reportedly providing the biggest cost mitigation, with on average $3.05M fewer expenses per data breach, for companies that fully deploy AI cybersecurity.</p><p><b>An insight into the industry</b></p><p>The company reported an increasing gross margin, accelerating from 27.06% CAGR over the past 5 years to 41.75% CAGR over the past 3 years and standing at 65.30% Trailing Twelve Months (TTM), outperforming the average gross margin of the analyzed peer which stands at 58.14%. While Broadcom (AVGO) reported the highest gross margin, NVIDIA and AMD could achieve the highest growth rates during the last years. In terms of operating profitability, NVIDIA reported a significant improvement of 28.64% CAGR over the past 5 years, growing 58.38% CAGR over the past 3 years, and establishing its margin at 38.27% TTM. Only AMD recorded an even greater acceleration of its operating margin over the last 5-3 years, with respectively 98.73% and 84.10% CAGR, although its margin stands at only 20.86% TTM.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc79f06ee66f1982c0b6883bf9729623\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>In terms of capital allocation efficiency, NVIDIA is by far reporting the best performance among its peers, with a stellar Return on Invested Capital (ROIC) of 61.83% in the past 12 months, while the peers&#39; average stood at 10.24%. I consider this metric to be a very important element when pondering an investment decision, a company must be able to consistently create value to be a sustainable investment. Nevertheless, outperforming the peer group, NVIDIA&#39;s large spread between its Return on Capital Employed (ROCE) and its ROIC, indicates that despite the highly efficient core business, the actual returns to investors are lower because of the significant idling cash position. NVIDIA reported over $20.33B in cash and short-term investments, resulting in a large negative net debt position. NVIDIA could improve even its capital efficiency, which is very promising from an investor&#39;s point of view.</p><p>Investments in Research and Development (R&amp;D) are of primary importance for companies in the semiconductor and technology industry, NVIDIA is spending a relatively fair amount of 19.41% when compared to the average of its competitors, hovering around 21% on average in the past 6 years. The company reported relatively low leverage of 0.93, only AMD reported an even more conservative leverage ratio, while Broadcom and smaller competitor Marvell Technology (MRVL) recorded the highest debt exposure, but compared to its competitors, Broadcom has a very cash-rich business with by far the highest metric in terms of cash flow per share.</p><p>Considering the stock performance of the past 5 years, NVIDIA performed better than most of the analyzed peers, with only AMD performing even better. Without surprise, Intel is the worst performer in the group, while also Broadcom and Analog Devices (ADI) are underperforming the group for a considerable time.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/390f29ffddfa6ff3870674b7215dc491\" tg-width=\"640\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/><span>Author, using SeekingAlpha.com</span></p><p>NVIDIA outperformed significantly the VanEck Vectors Semiconductor ETF (SMH), as well as both the QQQ (QQQ) and the S&amp;P500 in the last two years while showing some sporadic periods of relative weakness during 2019.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adf5c93f3da5f8d97db283ac52f0d0a0\" tg-width=\"640\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><span>Author, using SeekingAlpha.com</span></p><p>Although history is not a guarantee for future performance, NVIDIA has demonstrated to be highly innovative and a significant industry leader for many years. The company&#39;s strong positioning in secular growth markets, its relative strength compared to its reference indexes and peers, as well as its highly efficient capital allocation, are just some of the elements suggesting that the company is looking towards a very promising future, by likely outperforming its peers and the market, with high potential returns for investors.</p><p><b>Valuation</b></p><p>To determine the actual fair value for NVIDIA&#39;s stock price, I rely on the following Discounted Cash Flow (DCF) model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the Weighted Average Cost of Capital (WACC) and the terminal value. As forecasted by the street consensus, the company is anticipated to generate a consistent, solid 19.52% Free Cash Flow (FCF) CAGR over the coming 5 years, with substantially increased net profitability at 20.27% CAGR, while its revenue is forecasted to grow slightly slower, at 16.01% CAGR.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4007f07f86c53ae0c8ebcf85f7f44b82\" tg-width=\"640\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/><span>Author, using data from S&amp;P Capital IQ</span></p><p>The valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/062d32d9ae9230fe2d5c01f1ba29e269\" tg-width=\"580\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>I compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be considerably undervalued with a weighted average price target with 23.67% upside potential at $220. Investors should consider that those forecasts are based on relatively higher discount rates and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.</p><p><b>Risk discussion</b></p><p>NVIDIA faces strong competition from well-established and innovative companies with partially strong growth and market position. Despite Intel never confirming itself in the dGPU market segment, the company is the leading GPU maker with about 60% market share thanks to its integrated Graphics Processing Units (iGPU), followed by NVIDIA and AMD with respectively 21% and 19%. Intel can also leverage its strong and broad market positioning in server chips, and its historically tight relationships with major companies worldwide, while its recent delays in delivering its newest technology and somehow the lack of revolutionary innovation, give more chances to its competitors to establish themselves and gain market shares. Apple has demonstrated the ability to develop superior chips, and despite the company seems not planning to sell its chips to other manufacturers, this has never been officially confirmed and could change the company&#39;s strategy could change in the future. NVIDIA has directly profited from the huge increase in popularity of cryptocurrencies in the past years, as its GPU are largely used in the mining process; the whole market being in an apparent longer crypto-winter without any significant sign of recovery, the company&#39;s sales could further be negatively affected. NVIDIA doesn&#39;t own or operate a wafer manufacturing facility, and its dependency on third-party foundries located outside of the United States, like Taiwan Semiconductor Manufacturing Company (TSM), exposes the company to substantial risks in terms of pricing, politics, and manufacturing capacities. The Covid-19 pandemic has significantly impacted the whole industry and NVIDIA is no exception, as its workforce and operations and those of its customers, partners, and suppliers continue to be impacted, causing supply chain bottlenecks, and increased pricing pressure and delays.</p><p><b>Market timing</b></p><p>The stock reached its ATH (All-Time-High) at $346.47 on November 22, 2021, after a long rally since the Covid-19 pandemic low at $45.17 on March 18, 2020. The stock successively retraced a significant part of its previous gains, by mostly underperforming the NASDAQ Composite, while many companies in the technology sector lost massively in value since the beginning of 2022. From a technical analysis point of view, the stock recently rebounded significantly at $140.55, by overcoming the most important short-term resistances and confirming its price level over the EMA50 with increasing volume. A great moment for swing and momentum traders. The stock successively tested the EMA50 on its last trading day in the past week, and the next market sessions will show if the EMA50 will act as a support or if the stock will retrace further its gains and continue its medium-term downtrend. It&#39;s important to note that the stock hasn&#39;t broken the EMA50 since its last short-term rally in March 2022. Despite this recent encouraging movement, in my opinion, the stock is now set for some consolidation, while it could also reach its next resistance levels at $189.15. A breakout over that level would need even more resilience in the momentum, the stock could then head towards its EMA200, which is now at $204.13.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd48228dc6ed359da7eb2137bd87cb3a\" tg-width=\"640\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/><span>Author, using TradingView</span></p><p>NVIDIA can count on significant institutional support among its shareholders, with 64.78% of the outstanding shares owned by institutions, a relatively low short interest of only 1.37%, and less than one day to cover. The street consensus given by 42 analysts prices the share on average at $236.08 with a buy rating, with the lowest estimation at $130 and the highest at $400. The Seeking Alpha Quant Rating instead qualifies the stock consistently as a hold position.</p><p><b>The bottom line</b></p><p>Investing in a technology company can be associated with a higher risk profile. While not always companies in this sector have a strong moat as NVIDIA has built over the past years, the stock price may be subject to higher volatility. The recent announcement of the US Senate accepting the $52B CHIPS act to support its domestic semiconductor production, is a clear sign of how important this sector is and will be in the future, where AI, HPC, data centers, and cloud computing will play an even more significant role. NVIDIA is historically a company that revolutionized the semiconductor market with its technology and is set to continue to be a leader in its established market segments and significantly grow in all its secular growth vectors. I like to define NVIDIA as the type of stock that every investor would like to own in its portfolio, and the actual market correction could be a good moment for considering a position in this company. The actual upside potential of 23.67%, pricing the stock at $220 based on my rather conservative valuation model, is motivating me enough to rank it as a buy, but I am aware of the downside risk and would in any case, as I always do set an appropriate stop-loss, based on my contingency plan.</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 Is The Stock Every Investor Should Consider</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 Is The Stock Every Investor Should Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 13:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527135-nvidia-stock-every-investor-should-consider><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very well positioned in strong secular growth trends.The street consensus anticipates 19.52% FCF and 21.88%...</p>\n\n<a href=\"https://seekingalpha.com/article/4527135-nvidia-stock-every-investor-should-consider\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4527135-nvidia-stock-every-investor-should-consider","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2255049253","content_text":"SummaryNVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very well positioned in strong secular growth trends.The street consensus anticipates 19.52% FCF and 21.88% EBIT CAGR over the next 5 years.The company is leading the Post-Moore’s Law Era and successfully implementing its three-chip strategy.An advantageous risk-reward profile is limiting the downside while my valuation model prices the stock at $220 with a 23.67% upside potential.Although NVIDIA is a stock with great potential, investors should consider the general market trend as higher volatility and increased interest rates can significantly impact the stock’s price performance.Tony StudioInvestment thesisNVIDIA is aggressively penetrating the market of data centers and cloud computing while leveraging its leadership in the dGPU segment. The company has demonstrated in the past to be highly innovative and a pioneer in the semiconductorindustry, and is now doubling down with its own revolutionary accelerated computing solutions to challenge the end of Moore's Law Era. NVIDIA is also entering the CPU market segment with its Arm-based superchip Grace and is strongly positioned in multiple future-oriented secular growth drivers. The company will likely continue to shape the standards in graphics, High-Performance Computing, and AI, and can count on a very strong moat and an extraordinary high capital efficiency. My rather conservative valuation model prices the stock's fair value at $220, with a 23.67% upside potential from its last closing price.A quick look at NVIDIANVIDIA Corporation (NASDAQ:NVDA) is an American company that invented the Graphics Processing Unit (GPU) in 1999 and paved the way for growth in the PC gaming market. Today, NVIDIA's systems are installed in several hundred million computers, are available in every cloud, power 355 of the TOP500 supercomputers, and are now set for accelerating the development of modern Artificial Intelligence (AI), the next era of computing. The company evolved from a chip vendor to a computing platform and operates through two business segments, Graphics, and Compute and Networking. In its Graphics segment, NVIDIA offers GPUs under the brands GeForce, Quadro/NVIDIA RTX for PCs, game consoles, video game streaming platforms, enterprise workstations, vGPU software for cloud-based visual and virtual computing, GeForce NOW game streaming service and infrastructure, laptops, desktops, gaming computers, and peripherals, as well as the Omniverse real-time graphics collaboration platform for building 3D designs and virtual worlds. Through its Compute and Networking segment, the company provides systems for AI platforms and solutions, High-Performance Computing (HPC) and accelerated computing, data center platforms and networking solutions; platforms and solutions for autonomous and intelligent vehicles, cryptocurrency mining processors, embedded computer boards for robotics, and solutions for enterprise artificial intelligence infrastructure. The company was founded in 1993, is headquartered in Santa Clara, California, and employs over 23,700 employees worldwide. Its most important geographical regions by its customers' attributable revenue are Taiwan, followed by China and the United States.AuthorThe company's success relies on multiple secular growth drivers with gaming being the most important with 46% of the revenue in the past year and a 25% Compound Annual Growth Rate (CAGR) over 5 years. NVIDIA counts more than 200M gamers using its GeForce technology and is the global leader for Discrete Graphics Processing Units (dGPU) with a market share of 78% in Q1 2022, followed by Advanced Micro Devices, Inc. (AMD) with a market share of 17%.NVIDIAData centers are the second most important growth driver and also the fastest growing, with 66% CAGR and 40% of the revenue in FY22, NVIDIA is a leader in supercomputing, deep learning, and AI platforms and solutions.NVIDIAProfessional visualization and Automotive are two other growth drivers for the company, with respectively $2.1B and $566M revenue in the last year, and a 5-year CAGR of 20% and 3%.NVIDIAWhile the Automotive market is still relatively small for NVIDIA, the company reported over $11B in design wins in its pipeline and offers complete hardware and software solutions for autonomous vehicles, a segment that will likely grow much faster in the coming years.NVIDIAThe end of Moore's LawIn 1965, Gordon Moore, co-founder of Intel Corporation (INTC), affirmed that, due to the shrinking size of transistors to the nanoscale, the number on a microchip doubles about every year, while the cost of computers is halved. After 1975, the estimate changed to a doubling of transistors about every two years. While more transistors result in more powerful chips, over the past 50 years, engineers were able to systematically develop more efficient and miniaturized chips and systems with higher computational capacity, in line with Moore's law predictions. However, chip manufacturing companies like Intel, began to delay their rollout of smaller transistors, and industry leaders are suggesting that physics and engineering capabilities have been pushed to their limits, and despite computational abilities have reached unprecedented levels even in nanotechnologies, wearables, and Internet of Things (IOT) devices, systems may have reached their limits in transistor capacity and power, hence, setting an end to Moore's law.NVIDIAIn 2006, NVIDIA introduced GPU-accelerated computing through its Compute Unified Device Architecture-enabled (CUDA) GPUs and challenged the limits of Moore's law. This revolutionary approach uses parallel processing to speed up computational tasks on demanding applications, such as AI, data analytics, simulations, and visualizations. Although some open-source alternatives exist on the market, competitors introduced their parallel computing approach, and graphics processing units from NVIDIA are sometimes seen as hard to program, NVIDIA is the market leader in the accelerated computing industry.Future growth driversWith its three-chip strategy, NVIDIA is likely one of the best-positioned semiconductor companies for the post-Moore's Law era. The GPU market was valued at $23.90B in 2021, and it is expected to reach a value of $130.02B by 2027, with a forecasted CAGR of 32.70%. The global data center accelerator market was valued at $13.7B in 2021 and is forecasted to grow at 31.06% CAGR through 2027 and reach a size of $69.44B. The global data center chip market reached a value of $9.56B in 2021 and is expected to grow at 6.70% CAGR through 2027, reaching a value of $14.11B. The industry is experiencing a series of consolidations in the building battle for data center chips, with AMD recently finalizing the acquisition of Xilinx, announcing the acquisition of Pensando Systems, and the failed attempt of NVIDIA to acquire Arm Holdings for $66B, which is still owned by SoftBank Group (OTCPK:SFTBY). NVIDIA has 20 years of architectural license from Arm, which grants the company to focus on its three-chip strategy involving Central Processing Units (CPU), GPUs, and Data Processing Units (DPU). The latter is the third component in modern data centers capable of parsing, processing and efficiently transferring data to GPUs or CPUs, and delivers functionalities that will define the next generation of cloud-scale computing.NVIDIA unveiled its own 144-core CPU superchip, named after US computing pioneer Grace Hopper, based on Arm-architecture, which it claims to be two times faster and 2.3 times more efficient than Intel's Ice Lake Xeon Platinum 8360Y processor. The company announced some world-leading computer makers such as Dell Technologies (DELL), Hewlett Packard (HPE), Lenovo (OTCPK:LNVGY), Atos (OTCPK:AEXAF), Gigabyte (ticker 2763 in Taiwan) among the early adopters of its superchip. While Intel almost controlled the entire server industry in the past and is still the leader in server chip shipments, its market share has recently shifted towards competitor AMD, which aggressively invested in that industry. NVIDIA is strongly positioned to capture a significant market share in the data center CPU market and has the advantage to offer a robust and complete platform of products and services, supported by its unrivaled leadership in GPUs.What's up next for NVIDIA?Despite the gaming industry losing steam in the last few quarters, I see this trend likely to turn as soon as people will come back from the summer holidays and consumer spending will be channeled away from traveling, towards products and services consumed at home. The personal consumption expenditure excluding food and energy for people living in the United States is still at high levels, and despite a pullback in Q3 2021, it successively gained positive momentum. NVIDIA is expected to release its GeForce RTX 40 series this fall, with rumored twice the performance of its predecessor, although the company could postpone the availability of its latest GPU, as the market is currently experiencing a flood of used GeForce RTX 30 series GPUs, previously mostly used for cryptocurrency mining.Global bottlenecks in the supply chain, increased air- and ship-freight costs, inflationary pressure on rare earth and metals, and shortages of neon gas, an inevitable component in the manufacture of semiconductors, are some of the causes of the ongoing global chip shortage. A perfect storm for chipmakers. But is that all bad news for NVIDIA? As I will show in the next section, the company has very strong pricing power, and because of the global chip shortage, some customers are ready to pay more to secure important components for their products. For the same amount of chips used e.g. in a laptop or a personal computer, in times of sourcing deficiency, a carmaker is likely willing to pay more, since its revenue is proportionally also much larger. Although the automotive industry is still a smaller market for NVIDIA, the huge increase in design wins in its pipeline is a strong sign that this industry will likely become much more important for the company in the coming years and the diversification will positively impact the company's revenue mix.What excites me the most in NVIDIA's near and mid-term future is their potential in the data center industry, and in particular cloud-computing data centers, AI factories or data centers that fuel massive amounts of data to train AI models, data centers for industrial robotics and automation, edge data centers, and supercomputing data centers. Driven by the rise of remote work and learning, the fast expansion of data-intense technologies such as IoT, Machine Learning (ML), AI, blockchain, and decentralized technologies, the digitalization of business processes and the industrial digitalization as well as, the faster adoption of digital technologies by Small and Medium-size Enterprises (SME), the global data center market is forecasted to grow at 10.50% CAGR, and seen valued at $517B by 2030. The often-disregarded acquisition of Mellanox will grant NVIDIA additional market shares in this fast-growing market by supporting accelerated networking and data transfer solutions. NVIDIA's Omniverse may be an element in the company's product portfolio that is still quite difficult to frame in terms of its potential but is likely to be a driving force in the company's universe. The latest announcement of Siemens (OTCPK:SIEGY) committing to NVIDIA's platform and even expanding its partnership by connecting their Siemens Xcelerator platform, to enable the industrial metaverse and increase the impact of NVIDIA's AI ecosystem in the industrial automation that is built using Siemens' mechanical, electrical, software, IoT and edge solutions, is underscoring its importance. Meta Platforms (META), which is building the world's largest AI supercomputer to power the Metaverse, and sources its chips from NVIDIA and AMD, could dramatically increase its investment in GPUs, as it faces strong competition from rival TikTok. And Meta is by far not the only customer who will have to increase its computing power, as NVIDIA powers over 70% of the top 500 supercomputers worldwide. AI-driven cybersecurity in edge data centers is another potential near-term growth catalyst for NVIDIA, with its BlueField-2 DPU real-time telemetry, and NVIDIA GPU-powered Morpheus cybersecurity framework. The average cost per data breach increased from $4.24M in 2021 to $4.35M in 2022 and security AI is reportedly providing the biggest cost mitigation, with on average $3.05M fewer expenses per data breach, for companies that fully deploy AI cybersecurity.An insight into the industryThe company reported an increasing gross margin, accelerating from 27.06% CAGR over the past 5 years to 41.75% CAGR over the past 3 years and standing at 65.30% Trailing Twelve Months (TTM), outperforming the average gross margin of the analyzed peer which stands at 58.14%. While Broadcom (AVGO) reported the highest gross margin, NVIDIA and AMD could achieve the highest growth rates during the last years. In terms of operating profitability, NVIDIA reported a significant improvement of 28.64% CAGR over the past 5 years, growing 58.38% CAGR over the past 3 years, and establishing its margin at 38.27% TTM. Only AMD recorded an even greater acceleration of its operating margin over the last 5-3 years, with respectively 98.73% and 84.10% CAGR, although its margin stands at only 20.86% TTM.AuthorIn terms of capital allocation efficiency, NVIDIA is by far reporting the best performance among its peers, with a stellar Return on Invested Capital (ROIC) of 61.83% in the past 12 months, while the peers' average stood at 10.24%. I consider this metric to be a very important element when pondering an investment decision, a company must be able to consistently create value to be a sustainable investment. Nevertheless, outperforming the peer group, NVIDIA's large spread between its Return on Capital Employed (ROCE) and its ROIC, indicates that despite the highly efficient core business, the actual returns to investors are lower because of the significant idling cash position. NVIDIA reported over $20.33B in cash and short-term investments, resulting in a large negative net debt position. NVIDIA could improve even its capital efficiency, which is very promising from an investor's point of view.Investments in Research and Development (R&D) are of primary importance for companies in the semiconductor and technology industry, NVIDIA is spending a relatively fair amount of 19.41% when compared to the average of its competitors, hovering around 21% on average in the past 6 years. The company reported relatively low leverage of 0.93, only AMD reported an even more conservative leverage ratio, while Broadcom and smaller competitor Marvell Technology (MRVL) recorded the highest debt exposure, but compared to its competitors, Broadcom has a very cash-rich business with by far the highest metric in terms of cash flow per share.Considering the stock performance of the past 5 years, NVIDIA performed better than most of the analyzed peers, with only AMD performing even better. Without surprise, Intel is the worst performer in the group, while also Broadcom and Analog Devices (ADI) are underperforming the group for a considerable time.Author, using SeekingAlpha.comNVIDIA outperformed significantly the VanEck Vectors Semiconductor ETF (SMH), as well as both the QQQ (QQQ) and the S&P500 in the last two years while showing some sporadic periods of relative weakness during 2019.Author, using SeekingAlpha.comAlthough history is not a guarantee for future performance, NVIDIA has demonstrated to be highly innovative and a significant industry leader for many years. The company's strong positioning in secular growth markets, its relative strength compared to its reference indexes and peers, as well as its highly efficient capital allocation, are just some of the elements suggesting that the company is looking towards a very promising future, by likely outperforming its peers and the market, with high potential returns for investors.ValuationTo determine the actual fair value for NVIDIA's stock price, I rely on the following Discounted Cash Flow (DCF) model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the Weighted Average Cost of Capital (WACC) and the terminal value. As forecasted by the street consensus, the company is anticipated to generate a consistent, solid 19.52% Free Cash Flow (FCF) CAGR over the coming 5 years, with substantially increased net profitability at 20.27% CAGR, while its revenue is forecasted to grow slightly slower, at 16.01% CAGR.Author, using data from S&P Capital IQThe valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.AuthorI compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be considerably undervalued with a weighted average price target with 23.67% upside potential at $220. Investors should consider that those forecasts are based on relatively higher discount rates and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.Risk discussionNVIDIA faces strong competition from well-established and innovative companies with partially strong growth and market position. Despite Intel never confirming itself in the dGPU market segment, the company is the leading GPU maker with about 60% market share thanks to its integrated Graphics Processing Units (iGPU), followed by NVIDIA and AMD with respectively 21% and 19%. Intel can also leverage its strong and broad market positioning in server chips, and its historically tight relationships with major companies worldwide, while its recent delays in delivering its newest technology and somehow the lack of revolutionary innovation, give more chances to its competitors to establish themselves and gain market shares. Apple has demonstrated the ability to develop superior chips, and despite the company seems not planning to sell its chips to other manufacturers, this has never been officially confirmed and could change the company's strategy could change in the future. NVIDIA has directly profited from the huge increase in popularity of cryptocurrencies in the past years, as its GPU are largely used in the mining process; the whole market being in an apparent longer crypto-winter without any significant sign of recovery, the company's sales could further be negatively affected. NVIDIA doesn't own or operate a wafer manufacturing facility, and its dependency on third-party foundries located outside of the United States, like Taiwan Semiconductor Manufacturing Company (TSM), exposes the company to substantial risks in terms of pricing, politics, and manufacturing capacities. The Covid-19 pandemic has significantly impacted the whole industry and NVIDIA is no exception, as its workforce and operations and those of its customers, partners, and suppliers continue to be impacted, causing supply chain bottlenecks, and increased pricing pressure and delays.Market timingThe stock reached its ATH (All-Time-High) at $346.47 on November 22, 2021, after a long rally since the Covid-19 pandemic low at $45.17 on March 18, 2020. The stock successively retraced a significant part of its previous gains, by mostly underperforming the NASDAQ Composite, while many companies in the technology sector lost massively in value since the beginning of 2022. From a technical analysis point of view, the stock recently rebounded significantly at $140.55, by overcoming the most important short-term resistances and confirming its price level over the EMA50 with increasing volume. A great moment for swing and momentum traders. The stock successively tested the EMA50 on its last trading day in the past week, and the next market sessions will show if the EMA50 will act as a support or if the stock will retrace further its gains and continue its medium-term downtrend. It's important to note that the stock hasn't broken the EMA50 since its last short-term rally in March 2022. Despite this recent encouraging movement, in my opinion, the stock is now set for some consolidation, while it could also reach its next resistance levels at $189.15. A breakout over that level would need even more resilience in the momentum, the stock could then head towards its EMA200, which is now at $204.13.Author, using TradingViewNVIDIA can count on significant institutional support among its shareholders, with 64.78% of the outstanding shares owned by institutions, a relatively low short interest of only 1.37%, and less than one day to cover. The street consensus given by 42 analysts prices the share on average at $236.08 with a buy rating, with the lowest estimation at $130 and the highest at $400. The Seeking Alpha Quant Rating instead qualifies the stock consistently as a hold position.The bottom lineInvesting in a technology company can be associated with a higher risk profile. While not always companies in this sector have a strong moat as NVIDIA has built over the past years, the stock price may be subject to higher volatility. The recent announcement of the US Senate accepting the $52B CHIPS act to support its domestic semiconductor production, is a clear sign of how important this sector is and will be in the future, where AI, HPC, data centers, and cloud computing will play an even more significant role. NVIDIA is historically a company that revolutionized the semiconductor market with its technology and is set to continue to be a leader in its established market segments and significantly grow in all its secular growth vectors. I like to define NVIDIA as the type of stock that every investor would like to own in its portfolio, and the actual market correction could be a good moment for considering a position in this company. The actual upside potential of 23.67%, pricing the stock at $220 based on my rather conservative valuation model, is motivating me enough to rank it as a buy, but I am aware of the downside risk and would in any case, as I always do set an appropriate stop-loss, based on my contingency plan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903716345,"gmtCreate":1659072049987,"gmtModify":1676536254388,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"Joke . The forecast is so far fetched.","listText":"Joke . The forecast is so far fetched.","text":"Joke . The forecast is so far fetched.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903716345","repostId":"2255309371","repostType":4,"repost":{"id":"2255309371","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":1659047924,"share":"https://ttm.financial/m/news/2255309371?lang=&edition=fundamental","pubTime":"2022-07-29 06:38","market":"us","language":"en","title":"Apple Forecasts Faster Sales Growth, Strong IPhone Demand Despite Glum Economy","url":"https://stock-news.laohu8.com/highlight/detail?id=2255309371","media":"Reuters","summary":"July 28 (Reuters) - Apple Incon Thursday said parts shortages are easing and that demand for iPhones is unceasing despite consumers tightening other spending, helping it top Wall Street expectations a","content":"<html><head></head><body><p>July 28 (Reuters) - Apple Inc on Thursday said parts shortages are easing and that demand for iPhones is unceasing despite consumers tightening other spending, helping it top Wall Street expectations and forecast faster sales growth ahead.</p><p>The Silicon Valley giant&#39;s shares rose 3.5% after hours following the release of the results. Apple said it was not providing specific revenue guidance due to economic uncertainty.</p><p><img src=\"https://static.tigerbbs.com/957bf23c71c3987a2ad6bcd6a5c1b224\" tg-width=\"854\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>Though macroeconomic indicators around the world are turning negative, Chief Financial Officer Luca Maestri told Reuters there had been no slowdown in demand for iPhones. The iPhone maker&#39;s loyal and relatively affluent customer base has enabled it to weather dips better than other consumer brands in the past, and the results for Apple&#39;s fiscal third quarter suggest a similar pattern emerging.</p><p>Canalys Research analyst Runar Bjorhovde said, &#34;Apple in that sense has a certain robustness that will allow it to be impacted less than a lot of its competitors.&#34;</p><p>The slumping economy is hurting sales of advertising, accessories and home products, though, Apple&#39;s Maestri said in an interview, calling the units &#34;pockets of weakness.&#34;</p><p>&#34;Fortunately, we have a very broad portfolio, so we know we&#39;re going to be able to navigate that,&#34; he added.</p><p>Parts shortages will continue to limit Mac and iPad sales, Maestri said, though the impact has been easing. They cost Apple under $4 billion in sales in the quarter ended June 25, less than it had forecast. Maestri said the company expects the hit to diminish further in the current quarter.</p><p>Sales compared to a year ago should rise faster in the current quarter than 2% growth it posted in the just-ended quarter, Maestri said.</p><p>Overall, Apple said quarterly sales and profit were $83.0 billion and $1.20 per share, above estimates of $82.8 billion and $1.16 per share, according to Refinitiv data.</p><p>While sales of iPhones and iPads topped expectations, revenue from services, Mac computers and accessories missed Wall Street targets and sales in the crucial China market fell 1%.</p><p>The rising U.S. dollar has hit many companies such as Apple that generate substantial foreign revenue and are getting less cash back when they convert it. Apple said currency fluctuations would slash sales by 6% in the current quarter.</p><p>The most recent economic woes include supply chain disruptions that have hit production of some Apple products such as iPads and Macs whose assembly locations were clustered near regions of China that went into COVID lockdowns.</p><p>Apple, like many of its tech industry peers, is reportedly slowing hiring and cutting costs given the tough economic climate.</p><p>Apple shares closed Thursday down about 11% so far this year, slightly less than the broader S&amp;P 500 index and also less than other consumer hardware makers such as Sonos Inc and Samsung Electronics Co.</p><p>Apple said iPhone sales were $40.7 billion, up about 3% from a year earlier and well ahead of the overall global smartphone market, which fell 9% during the just-ended quarter, according to Canalys data.</p><p>Growth in the company&#39;s services business, which has provided a boost to sales and profits in recent years, was 12%, below the previous year&#39;s 33% rate and resulting in $19.6 billion in revenue, below estimates of $19.7 billion.</p><p>Apple said it now has 860 million paying subscribers on either its paid services or to paid software in its App Store, up from the previous quarter&#39;s 825 million.</p><p>Sales of iPads and Macs were $7.2 billion and $7.4 billion, compared with estimates of $6.9 billion and $8.7 billion. Mac sales represented a 10% contraction, after record sales since 2020, first from a work-from-home boost and then from Apple&#39;s new proprietary processor chips.</p><p>In its most recent fiscal year, nearly a fifth of Apple&#39;s sales came from its Greater China region after two years of struggling sales there. But now Apple is confronting slow overall economic growth in China, where its fiscal third-quarter sales were $14.6 billion, down 1%.</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 Forecasts Faster Sales Growth, Strong IPhone Demand Despite Glum Economy</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 Forecasts Faster Sales Growth, Strong IPhone Demand Despite Glum Economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-29 06:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 28 (Reuters) - Apple Inc on Thursday said parts shortages are easing and that demand for iPhones is unceasing despite consumers tightening other spending, helping it top Wall Street expectations and forecast faster sales growth ahead.</p><p>The Silicon Valley giant&#39;s shares rose 3.5% after hours following the release of the results. Apple said it was not providing specific revenue guidance due to economic uncertainty.</p><p><img src=\"https://static.tigerbbs.com/957bf23c71c3987a2ad6bcd6a5c1b224\" tg-width=\"854\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>Though macroeconomic indicators around the world are turning negative, Chief Financial Officer Luca Maestri told Reuters there had been no slowdown in demand for iPhones. The iPhone maker&#39;s loyal and relatively affluent customer base has enabled it to weather dips better than other consumer brands in the past, and the results for Apple&#39;s fiscal third quarter suggest a similar pattern emerging.</p><p>Canalys Research analyst Runar Bjorhovde said, &#34;Apple in that sense has a certain robustness that will allow it to be impacted less than a lot of its competitors.&#34;</p><p>The slumping economy is hurting sales of advertising, accessories and home products, though, Apple&#39;s Maestri said in an interview, calling the units &#34;pockets of weakness.&#34;</p><p>&#34;Fortunately, we have a very broad portfolio, so we know we&#39;re going to be able to navigate that,&#34; he added.</p><p>Parts shortages will continue to limit Mac and iPad sales, Maestri said, though the impact has been easing. They cost Apple under $4 billion in sales in the quarter ended June 25, less than it had forecast. Maestri said the company expects the hit to diminish further in the current quarter.</p><p>Sales compared to a year ago should rise faster in the current quarter than 2% growth it posted in the just-ended quarter, Maestri said.</p><p>Overall, Apple said quarterly sales and profit were $83.0 billion and $1.20 per share, above estimates of $82.8 billion and $1.16 per share, according to Refinitiv data.</p><p>While sales of iPhones and iPads topped expectations, revenue from services, Mac computers and accessories missed Wall Street targets and sales in the crucial China market fell 1%.</p><p>The rising U.S. dollar has hit many companies such as Apple that generate substantial foreign revenue and are getting less cash back when they convert it. Apple said currency fluctuations would slash sales by 6% in the current quarter.</p><p>The most recent economic woes include supply chain disruptions that have hit production of some Apple products such as iPads and Macs whose assembly locations were clustered near regions of China that went into COVID lockdowns.</p><p>Apple, like many of its tech industry peers, is reportedly slowing hiring and cutting costs given the tough economic climate.</p><p>Apple shares closed Thursday down about 11% so far this year, slightly less than the broader S&amp;P 500 index and also less than other consumer hardware makers such as Sonos Inc and Samsung Electronics Co.</p><p>Apple said iPhone sales were $40.7 billion, up about 3% from a year earlier and well ahead of the overall global smartphone market, which fell 9% during the just-ended quarter, according to Canalys data.</p><p>Growth in the company&#39;s services business, which has provided a boost to sales and profits in recent years, was 12%, below the previous year&#39;s 33% rate and resulting in $19.6 billion in revenue, below estimates of $19.7 billion.</p><p>Apple said it now has 860 million paying subscribers on either its paid services or to paid software in its App Store, up from the previous quarter&#39;s 825 million.</p><p>Sales of iPads and Macs were $7.2 billion and $7.4 billion, compared with estimates of $6.9 billion and $8.7 billion. Mac sales represented a 10% contraction, after record sales since 2020, first from a work-from-home boost and then from Apple&#39;s new proprietary processor chips.</p><p>In its most recent fiscal year, nearly a fifth of Apple&#39;s sales came from its Greater China region after two years of struggling sales there. But now Apple is confronting slow overall economic growth in China, where its fiscal third-quarter sales were $14.6 billion, down 1%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255309371","content_text":"July 28 (Reuters) - Apple Inc on Thursday said parts shortages are easing and that demand for iPhones is unceasing despite consumers tightening other spending, helping it top Wall Street expectations and forecast faster sales growth ahead.The Silicon Valley giant's shares rose 3.5% after hours following the release of the results. Apple said it was not providing specific revenue guidance due to economic uncertainty.Though macroeconomic indicators around the world are turning negative, Chief Financial Officer Luca Maestri told Reuters there had been no slowdown in demand for iPhones. The iPhone maker's loyal and relatively affluent customer base has enabled it to weather dips better than other consumer brands in the past, and the results for Apple's fiscal third quarter suggest a similar pattern emerging.Canalys Research analyst Runar Bjorhovde said, \"Apple in that sense has a certain robustness that will allow it to be impacted less than a lot of its competitors.\"The slumping economy is hurting sales of advertising, accessories and home products, though, Apple's Maestri said in an interview, calling the units \"pockets of weakness.\"\"Fortunately, we have a very broad portfolio, so we know we're going to be able to navigate that,\" he added.Parts shortages will continue to limit Mac and iPad sales, Maestri said, though the impact has been easing. They cost Apple under $4 billion in sales in the quarter ended June 25, less than it had forecast. Maestri said the company expects the hit to diminish further in the current quarter.Sales compared to a year ago should rise faster in the current quarter than 2% growth it posted in the just-ended quarter, Maestri said.Overall, Apple said quarterly sales and profit were $83.0 billion and $1.20 per share, above estimates of $82.8 billion and $1.16 per share, according to Refinitiv data.While sales of iPhones and iPads topped expectations, revenue from services, Mac computers and accessories missed Wall Street targets and sales in the crucial China market fell 1%.The rising U.S. dollar has hit many companies such as Apple that generate substantial foreign revenue and are getting less cash back when they convert it. Apple said currency fluctuations would slash sales by 6% in the current quarter.The most recent economic woes include supply chain disruptions that have hit production of some Apple products such as iPads and Macs whose assembly locations were clustered near regions of China that went into COVID lockdowns.Apple, like many of its tech industry peers, is reportedly slowing hiring and cutting costs given the tough economic climate.Apple shares closed Thursday down about 11% so far this year, slightly less than the broader S&P 500 index and also less than other consumer hardware makers such as Sonos Inc and Samsung Electronics Co.Apple said iPhone sales were $40.7 billion, up about 3% from a year earlier and well ahead of the overall global smartphone market, which fell 9% during the just-ended quarter, according to Canalys data.Growth in the company's services business, which has provided a boost to sales and profits in recent years, was 12%, below the previous year's 33% rate and resulting in $19.6 billion in revenue, below estimates of $19.7 billion.Apple said it now has 860 million paying subscribers on either its paid services or to paid software in its App Store, up from the previous quarter's 825 million.Sales of iPads and Macs were $7.2 billion and $7.4 billion, compared with estimates of $6.9 billion and $8.7 billion. Mac sales represented a 10% contraction, after record sales since 2020, first from a work-from-home boost and then from Apple's new proprietary processor chips.In its most recent fiscal year, nearly a fifth of Apple's sales came from its Greater China region after two years of struggling sales there. But now Apple is confronting slow overall economic growth in China, where its fiscal third-quarter sales were $14.6 billion, down 1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909492859,"gmtCreate":1658898947171,"gmtModify":1676536226481,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>a year ago, i said coin base was going from $200 to $100 for sure. People were skeptical, now at $50 people are in disbelief.","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>a year ago, i said coin base was going from $200 to $100 for sure. People were skeptical, now at $50 people are in disbelief.","text":"$Coinbase Global, Inc.(COIN)$a year ago, i said coin base was going from $200 to $100 for sure. People were skeptical, now at $50 people are in disbelief.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909492859","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802175068,"gmtCreate":1627742341754,"gmtModify":1703495399419,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"This is good news","listText":"This is good news","text":"This is good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802175068","repostId":"1186334150","repostType":4,"repost":{"id":"1186334150","pubTimestamp":1627713845,"share":"https://ttm.financial/m/news/1186334150?lang=&edition=fundamental","pubTime":"2021-07-31 14:44","market":"us","language":"en","title":"Infrastructure Spending Is on Its Way. Here’s a Cheap Way to Play It","url":"https://stock-news.laohu8.com/highlight/detail?id=1186334150","media":"Barron's","summary":"U.S. lawmakers appear to be on the cusp of passing a massive and long-awaitedinfrastructure-investme","content":"<p>U.S. lawmakers appear to be on the cusp of passing a massive and long-awaitedinfrastructure-investment bill, totaling some $1 trillion.</p>\n<p>The legislation should be a boost to businesses like<a href=\"https://laohu8.com/S/VMC\">Vulcan Materials</a>(ticker: VMC) and<a href=\"https://laohu8.com/S/MLM\">Martin Marietta Materials</a>(MLM), which make concrete and asphalt;<a href=\"https://laohu8.com/S/CAT\">Caterpillar</a>(CAT) and<a href=\"https://laohu8.com/S/TEX\">Terex</a>(TEX), which make construction equipment; and<a href=\"https://laohu8.com/S/URI\">United Rentals</a>(URI), which rents the machinery. Most of their stocks have already jumped on theprospect of infrastructure spending.</p>\n<p>But <a href=\"https://laohu8.com/S/AONE.U\">one</a> infrastructure play has been overlooked:<a href=\"https://laohu8.com/S/AFH\">Atlas</a> Technical Consultants(ATCX) provides engineering and design services, inspection and certification of buildings and public works, and other construction-related services. More construction means more plans and designs for Atlas to review. These eventually become finished projects that need annual inspections, paying dividends for years.</p>\n<p>And yet Atlas shares have stalled. At a recent $9, the stock trades for just eight times enterprise value to estimated 2022 earnings before interest, taxes, depreciation, and amortization, or Ebitda. That multiple is a significant discount to companies in related inspection businesses, such asMontrose Environmental Group(MEG) andTetra Tech(TTEK), which trade for more than 22 times EV/2022 Ebitda.</p>\n<p><img src=\"https://static.tigerbbs.com/19ad62f427fb70a25aa96068bc5d1756\" tg-width=\"442\" tg-height=\"364\" referrerpolicy=\"no-referrer\">“Right now, part of the valuation discount is due to the debt, but I would say there are companies like Atlas where the debt is appropriate,” says Kevin Silverman, chief investment officer and portfolio manager at small-cap–focused <a href=\"https://laohu8.com/S/STL\">Sterling</a> Partners <a href=\"https://laohu8.com/S/EQR\">Equity</a> Advisors, which owns more than $2 million worth of Atlas stock, accounting for about 2% of its assets under management. “The debt helps equity holders if you have steady profit margins and can use it for growth.”</p>\n<p>And Atlas has substantial opportunities for growth. Beyond the infrastructure-bill boost, Atlas has a long-term strategy of consolidating the fragmented U.S. inspection-services market while reducing its debt levels. Both should increase its appeal to investors and earn it a higher valuation multiple.</p>\n<p>The Austin, Texas–headquartered company went public inearly 2020via a merger with a special-purpose acquisition company, or SPAC. The deal saddled the company with a convoluted capital structure, including multiple share classes, outstanding warrants, and other complications. That complexity has probably kept some investors away, as has Atlas’ relatively high debt load, which comes to 5.5 times net debt to 2021 Ebitda.</p>\n<p><img src=\"https://static.tigerbbs.com/99bb73a7c212bfed6d0890b8b14fbc15\" tg-width=\"607\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p>\n<p>Atlas has reduced that complexity—redeeming its preferred equity, buying out warrants, and increasing the stock’s publicly traded float—and is focused on bringing its net debt below three times Ebitda.</p>\n<p>Atlas is forecast to grow sales 13% this year, to $530 million, with Ebitda up 21%, to $76 million.</p>\n<p>Its customers include state departments of transportation, private building owners, electric and water utilities, airports, schools, hospitals, and more. Its national presence and leading scale helps win and retain marquee projects and big clients, including the U.S. Postal <a href=\"https://laohu8.com/S/SCI\">Service</a>, the Environmental Protection Agency, the <a href=\"https://laohu8.com/S/NWY\">New York</a> <a href=\"https://laohu8.com/S/CHCO\">City</a> Housing Authority, Stanford University,Walmart(WMT), and<a href=\"https://laohu8.com/S/AAPL\">Apple</a>(AAPL).</p>\n<p>Atlas earned $64 million in adjusted Ebitda over the past four reported quarters, while it had a net loss of $18 million. As of the end of the first quarter, the company had a backlog of $689 million, or more than 140% of its last 12 months’ revenue of $482 million. “I’ve been in this business for 30 years, and it’s by far the highest I’ve seen,” Atlas CEO Joe Boyer tells<i>Barron’s</i>.</p>\n<p>About 70% of the company’s revenue comes from work on existing buildings, pipes, roads, and bridges. Those jobs are nondiscretionary: As we’ve tragically learned at times, infrastructure needs to be inspected and brought up to code at regular intervals, no matter what the economic or pandemic situation is.</p>\n<p>The remaining 30% of Atlas’ sales are tied to new construction, which dipped during the pandemic but is nearly back to pre-Covid-19 levels, according to Boyer.</p>\n<p>A long-term trend toward outsourcing services by cities and states, stricter environmental standards, and aging infrastructure in the U.S. have been drivers of Atlas’ organic growth in recent years.</p>\n<p>That trend has been responsible for about half of Atlas’ 20% compound annual growth in sales since 2016, when it was owned by private-equity firm Bernhard Capital Partners. The other avenue for growth has been Atlas’ acquisition strategy.</p>\n<p>“The idea is to find a company in a geography or a service that we don’t dominate in, bring it onto our platform, and cross-sell across our network,” Boyer says.</p>\n<p>Atlas’ sweet spot for acquisition targets is about $5 million to $20 million in Ebitda, The company typically pays four to six times Ebitda in a mix of cash and stock. That makes each deal immediately accretive to earnings.</p>\n<p>As a small and relatively young public company, Atlas gets minimal coverage from Wall Street, but the three analysts who cover the firm are bullish. “We think the company is in end markets that are strong or recovering; they’ve been winning large contracts, and its backlog has been growing,” says <a href=\"https://laohu8.com/S/SF\">Stifel</a> analyst Noelle Dilts. “So, we feel good about the fundamental revenue outlook.”</p>\n<p>She rates Atlas a Buy, with a $14.50 price target, or 11 times her estimate of 2022 Ebitda, which doesn’t include any upside from a potential infrastructure bill. Using a 15 times Ebitda multiple, Sterling’s Silverman sees shares going to $43 three years from now, as debt paydown continues and earnings rise.</p>\n<p>Atlas’ balance sheet remains a fixer-upper, but the company has the right foundation.</p>\n<p></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>Infrastructure Spending Is on Its Way. Here’s a Cheap Way to Play It</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\">\nInfrastructure Spending Is on Its Way. Here’s a Cheap Way to Play It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 14:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/infrastructure-buy-atlas-technical-consultants-stock-51627684191?mod=hp_LEAD_2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. lawmakers appear to be on the cusp of passing a massive and long-awaitedinfrastructure-investment bill, totaling some $1 trillion.\nThe legislation should be a boost to businesses likeVulcan ...</p>\n\n<a href=\"https://www.barrons.com/articles/infrastructure-buy-atlas-technical-consultants-stock-51627684191?mod=hp_LEAD_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/infrastructure-buy-atlas-technical-consultants-stock-51627684191?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186334150","content_text":"U.S. lawmakers appear to be on the cusp of passing a massive and long-awaitedinfrastructure-investment bill, totaling some $1 trillion.\nThe legislation should be a boost to businesses likeVulcan Materials(ticker: VMC) andMartin Marietta Materials(MLM), which make concrete and asphalt;Caterpillar(CAT) andTerex(TEX), which make construction equipment; andUnited Rentals(URI), which rents the machinery. Most of their stocks have already jumped on theprospect of infrastructure spending.\nBut one infrastructure play has been overlooked:Atlas Technical Consultants(ATCX) provides engineering and design services, inspection and certification of buildings and public works, and other construction-related services. More construction means more plans and designs for Atlas to review. These eventually become finished projects that need annual inspections, paying dividends for years.\nAnd yet Atlas shares have stalled. At a recent $9, the stock trades for just eight times enterprise value to estimated 2022 earnings before interest, taxes, depreciation, and amortization, or Ebitda. That multiple is a significant discount to companies in related inspection businesses, such asMontrose Environmental Group(MEG) andTetra Tech(TTEK), which trade for more than 22 times EV/2022 Ebitda.\n“Right now, part of the valuation discount is due to the debt, but I would say there are companies like Atlas where the debt is appropriate,” says Kevin Silverman, chief investment officer and portfolio manager at small-cap–focused Sterling Partners Equity Advisors, which owns more than $2 million worth of Atlas stock, accounting for about 2% of its assets under management. “The debt helps equity holders if you have steady profit margins and can use it for growth.”\nAnd Atlas has substantial opportunities for growth. Beyond the infrastructure-bill boost, Atlas has a long-term strategy of consolidating the fragmented U.S. inspection-services market while reducing its debt levels. Both should increase its appeal to investors and earn it a higher valuation multiple.\nThe Austin, Texas–headquartered company went public inearly 2020via a merger with a special-purpose acquisition company, or SPAC. The deal saddled the company with a convoluted capital structure, including multiple share classes, outstanding warrants, and other complications. That complexity has probably kept some investors away, as has Atlas’ relatively high debt load, which comes to 5.5 times net debt to 2021 Ebitda.\n\nAtlas has reduced that complexity—redeeming its preferred equity, buying out warrants, and increasing the stock’s publicly traded float—and is focused on bringing its net debt below three times Ebitda.\nAtlas is forecast to grow sales 13% this year, to $530 million, with Ebitda up 21%, to $76 million.\nIts customers include state departments of transportation, private building owners, electric and water utilities, airports, schools, hospitals, and more. Its national presence and leading scale helps win and retain marquee projects and big clients, including the U.S. Postal Service, the Environmental Protection Agency, the New York City Housing Authority, Stanford University,Walmart(WMT), andApple(AAPL).\nAtlas earned $64 million in adjusted Ebitda over the past four reported quarters, while it had a net loss of $18 million. As of the end of the first quarter, the company had a backlog of $689 million, or more than 140% of its last 12 months’ revenue of $482 million. “I’ve been in this business for 30 years, and it’s by far the highest I’ve seen,” Atlas CEO Joe Boyer tellsBarron’s.\nAbout 70% of the company’s revenue comes from work on existing buildings, pipes, roads, and bridges. Those jobs are nondiscretionary: As we’ve tragically learned at times, infrastructure needs to be inspected and brought up to code at regular intervals, no matter what the economic or pandemic situation is.\nThe remaining 30% of Atlas’ sales are tied to new construction, which dipped during the pandemic but is nearly back to pre-Covid-19 levels, according to Boyer.\nA long-term trend toward outsourcing services by cities and states, stricter environmental standards, and aging infrastructure in the U.S. have been drivers of Atlas’ organic growth in recent years.\nThat trend has been responsible for about half of Atlas’ 20% compound annual growth in sales since 2016, when it was owned by private-equity firm Bernhard Capital Partners. The other avenue for growth has been Atlas’ acquisition strategy.\n“The idea is to find a company in a geography or a service that we don’t dominate in, bring it onto our platform, and cross-sell across our network,” Boyer says.\nAtlas’ sweet spot for acquisition targets is about $5 million to $20 million in Ebitda, The company typically pays four to six times Ebitda in a mix of cash and stock. That makes each deal immediately accretive to earnings.\nAs a small and relatively young public company, Atlas gets minimal coverage from Wall Street, but the three analysts who cover the firm are bullish. “We think the company is in end markets that are strong or recovering; they’ve been winning large contracts, and its backlog has been growing,” says Stifel analyst Noelle Dilts. “So, we feel good about the fundamental revenue outlook.”\nShe rates Atlas a Buy, with a $14.50 price target, or 11 times her estimate of 2022 Ebitda, which doesn’t include any upside from a potential infrastructure bill. Using a 15 times Ebitda multiple, Sterling’s Silverman sees shares going to $43 three years from now, as debt paydown continues and earnings rise.\nAtlas’ balance sheet remains a fixer-upper, but the company has the right foundation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800399186,"gmtCreate":1627275824745,"gmtModify":1703486544813,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"This is good. If you stay on the sidelines. Pls no.","listText":"This is good. If you stay on the sidelines. Pls no.","text":"This is good. If you stay on the sidelines. Pls no.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800399186","repostId":"2154932562","repostType":4,"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800390871,"gmtCreate":1627275788293,"gmtModify":1703486543492,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"Looking good?","listText":"Looking good?","text":"Looking good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800390871","repostId":"2154934710","repostType":4,"repost":{"id":"2154934710","pubTimestamp":1627267260,"share":"https://ttm.financial/m/news/2154934710?lang=&edition=fundamental","pubTime":"2021-07-26 10:41","market":"us","language":"en","title":"Big Tech Earnings Preview: Alphabet, Facebook, and Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2154934710","media":"Motley Fool","summary":"Here's what to watch when the search engine, social media, and e-commerce giants report their Q2 earnings this week.","content":"<p>Three \"big techs\" scheduled to report their second-quarter 2021 results this week are Google parent <b>Alphabet</b> (NASDAQ:GOOG) (NASDAQ:GOOGL)&nbsp;on Tuesday, July 27, <b><a href=\"https://laohu8.com/S/FB\">Facebook</a></b> (NASDAQ:FB) on Wednesday, and <b>Amazon</b>&nbsp;(NASDAQ:AMZN) on Thursday. All three report after the market close.</p>\n<p>(<b>Apple</b> also reports on Tuesday, but this article doesn't discuss the iPhone giant.)</p>\n<p>Year-over-year growth expectations are unusually high for Alphabet and Facebook because their digital advertising-based businesses were significantly hurt in the year-ago period, which was the first full quarter affected by the COVID-19 pandemic. Many businesses were temporarily closed or operating at less than full capacity in that quarter. In other words, the search-engine and social-media leaders are facing easy sales comparables, and Alphabet is also facing an easy comparable on the bottom line.</p>\n<p>The same is not true with Amazon, as the e-commerce and all-around-tech titan's sales got a brisk tailwind in the year-ago period, as the pandemic drove consumers around the world to embrace online shopping. And its strong sales growth helped boost its profit.</p>\n<h2>Alphabet: Tuesday (earnings call at 4:30 p.m. EDT)</h2>\n<p>Going into the earnings week, Alphabet stock is outperforming shares of Facebook and Amazon, as well as the broader market, in 2021 to date (July 23) and over the last year. So far in 2021, Alphabet shares are up 51.8% (Class A) and 57.3% (Class C), Facebook stock is up 35.4%, and Amazon stock trails with a 12.3% gain. The e-commerce mammoth's stock is the only <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the three underperforming the <b>S&amp;P 500</b>, which has returned 18.4% so far this year.</p>\n<p>Here's what Wall Street is expecting&nbsp;in Alphabet's report:</p>\n<table>\n <thead>\n  <tr>\n   <th>Metric</th>\n   <th>Q2 2020 Result</th>\n   <th>Wall Street's Q2 2021 Consensus Estimate</th>\n   <th>Wall Street's Projected Change</th>\n  </tr>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$38.3 billion</p></td>\n   <td><p>$56.0 billion</p></td>\n   <td><p>46%</p></td>\n  </tr>\n  <tr>\n   <td><p>Earnings per share (EPS)</p></td>\n   <td><p>$10.13</p></td>\n   <td><p>$19.21</p></td>\n   <td><p>90%</p></td>\n  </tr>\n </thead>\n</table>\n<p>Data sources: Alphabet and Yahoo! Finance.</p>\n<p>As to Alphabet's low-bar comparable, in the the year-ago period, its revenue edged down 2% and its EPS dropped 29% year over year.</p>\n<p>For context, in the first quarter, Alphabet's revenue jumped 34% year over year to $55.3 billion. EPS rocketed 166% to $26.29, crushing the $15.82 Wall Street was expecting.</p>\n<h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a77e9fd8c158aba668302c7d31a0fcd7\" tg-width=\"720\" tg-height=\"555\" referrerpolicy=\"no-referrer\"><span>Data by YCharts.</span></p></h2>\n<h2>Facebook: Wednesday (earnings call at 5 p.m. EDT)</h2>\n<p>Here's what the Street is expecting from the social-networking behemoth:</p>\n<table>\n <thead>\n  <tr>\n   <th>Metric</th>\n   <th>Q2 2020 Result</th>\n   <th>Wall Street's Q2 2021 Consensus Estimate</th>\n   <th>Wall Street's Projected Change</th>\n  </tr>\n  <tr>\n   <td>Revenue</td>\n   <td>$18.7 billion</td>\n   <td>$27.8 billion</td>\n   <td>49%</td>\n  </tr>\n  <tr>\n   <td>Earnings per share (EPS)</td>\n   <td>$1.80</td>\n   <td>$3.02</td>\n   <td>68%</td>\n  </tr>\n </thead>\n</table>\n<p>Data sources: Facebook and Yahoo! Finance.</p>\n<p>Facebook didn't issue specific guidance, but CFO Dave Wehner said in last quarter's release that management expects Q2's \"year-over-year total revenue growth to remain stable or modestly accelerate relative to the growth rate in the first quarter of 2021 [48%] as we lap slower growth related to the pandemic during the second quarter of 2020.\"</p>\n<p>In the first quarter, Facebook's revenue soared 48% year over year to $26.2 billion. Growth was driven by a 30% year-over-year jump in the average price per ad and a 12% increase in the number of ads delivered. The number of daily and monthly active users rose 8% and 10%, respectively, year over year. EPS surged 93% to $3.30, speeding by the analyst consensus estimate of $2.37.</p>\n<h2>Amazon: Thursday (earnings call at 5:30 p.m. EDT)</h2>\n<p>Here are numbers to use as benchmarks.</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Metric</b></p></th>\n   <th><p><b>Q2 2020 Result</b></p></th>\n   <th><p><b>Amazon's Q2 2021 Guidance</b></p></th>\n   <th><p><b>Amazon's Projected Change</b></p></th>\n   <th><p><b>Wall Street's Q2 2021 Consensus Estimate</b></p></th>\n   <th><p><b>Wall Street's Projected Change</b></p></th>\n  </tr>\n </thead>\n <thead></thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$88.9 billion</p></td>\n   <td><p>$110 billion to $116 billion</p></td>\n   <td><p>24% to 30%</p></td>\n   <td><p>$115.1 billion</p></td>\n   <td><p>29%</p></td>\n  </tr>\n  <tr>\n   <td><p>Earnings per share (EPS)</p></td>\n   <td><p>$10.30</p></td>\n   <td><p>N/A</p></td>\n   <td><p>N/A</p></td>\n   <td><p>$12.22</p></td>\n   <td>19%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data sources: Amazon and Yahoo! Finance. Note: Amazon does not provide earnings guidance.</p>\n<p>While Amazon doesn't provide earnings guidance, it does issue an operating income outlook. For Q2, management guided for operating income to range from $4.5 billion to $8 billion. This range represents operating income <i>declining</i>&nbsp;by as much as 22% to&nbsp;<i>rising</i>&nbsp;by as much as 38% year over year.</p>\n<p>The company's Q2 revenue will include sales from its big annual Prime Day event, held in June this year. Last year, this event took place in the fourth quarter, while it's traditionally been in the third quarter.</p>\n<p>In the&nbsp;first quarter, Amazon's revenue surged 44% year over year to $108.5 billion, beating the $104.5 billion analysts had expected. EPS skyrocketed 215% to $15.79, demolishing the consensus estimate of $9.54.</p>\n<p>Again, Facebook reports on Tuesday, Alphabet on Wednesday, and Amazon on Thursday, all after the closing bell.</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>Big Tech Earnings Preview: Alphabet, Facebook, and Amazon</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\">\nBig Tech Earnings Preview: Alphabet, Facebook, and Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/25/big-tech-earnings-preview-alphabet-facebook-and-am/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Three \"big techs\" scheduled to report their second-quarter 2021 results this week are Google parent Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) on Tuesday, July 27, Facebook (NASDAQ:FB) on Wednesday, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/25/big-tech-earnings-preview-alphabet-facebook-and-am/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2021/07/25/big-tech-earnings-preview-alphabet-facebook-and-am/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154934710","content_text":"Three \"big techs\" scheduled to report their second-quarter 2021 results this week are Google parent Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) on Tuesday, July 27, Facebook (NASDAQ:FB) on Wednesday, and Amazon (NASDAQ:AMZN) on Thursday. All three report after the market close.\n(Apple also reports on Tuesday, but this article doesn't discuss the iPhone giant.)\nYear-over-year growth expectations are unusually high for Alphabet and Facebook because their digital advertising-based businesses were significantly hurt in the year-ago period, which was the first full quarter affected by the COVID-19 pandemic. Many businesses were temporarily closed or operating at less than full capacity in that quarter. In other words, the search-engine and social-media leaders are facing easy sales comparables, and Alphabet is also facing an easy comparable on the bottom line.\nThe same is not true with Amazon, as the e-commerce and all-around-tech titan's sales got a brisk tailwind in the year-ago period, as the pandemic drove consumers around the world to embrace online shopping. And its strong sales growth helped boost its profit.\nAlphabet: Tuesday (earnings call at 4:30 p.m. EDT)\nGoing into the earnings week, Alphabet stock is outperforming shares of Facebook and Amazon, as well as the broader market, in 2021 to date (July 23) and over the last year. So far in 2021, Alphabet shares are up 51.8% (Class A) and 57.3% (Class C), Facebook stock is up 35.4%, and Amazon stock trails with a 12.3% gain. The e-commerce mammoth's stock is the only one of the three underperforming the S&P 500, which has returned 18.4% so far this year.\nHere's what Wall Street is expecting in Alphabet's report:\n\n\n\nMetric\nQ2 2020 Result\nWall Street's Q2 2021 Consensus Estimate\nWall Street's Projected Change\n\n\nRevenue\n$38.3 billion\n$56.0 billion\n46%\n\n\nEarnings per share (EPS)\n$10.13\n$19.21\n90%\n\n\n\nData sources: Alphabet and Yahoo! Finance.\nAs to Alphabet's low-bar comparable, in the the year-ago period, its revenue edged down 2% and its EPS dropped 29% year over year.\nFor context, in the first quarter, Alphabet's revenue jumped 34% year over year to $55.3 billion. EPS rocketed 166% to $26.29, crushing the $15.82 Wall Street was expecting.\nData by YCharts.\nFacebook: Wednesday (earnings call at 5 p.m. EDT)\nHere's what the Street is expecting from the social-networking behemoth:\n\n\n\nMetric\nQ2 2020 Result\nWall Street's Q2 2021 Consensus Estimate\nWall Street's Projected Change\n\n\nRevenue\n$18.7 billion\n$27.8 billion\n49%\n\n\nEarnings per share (EPS)\n$1.80\n$3.02\n68%\n\n\n\nData sources: Facebook and Yahoo! Finance.\nFacebook didn't issue specific guidance, but CFO Dave Wehner said in last quarter's release that management expects Q2's \"year-over-year total revenue growth to remain stable or modestly accelerate relative to the growth rate in the first quarter of 2021 [48%] as we lap slower growth related to the pandemic during the second quarter of 2020.\"\nIn the first quarter, Facebook's revenue soared 48% year over year to $26.2 billion. Growth was driven by a 30% year-over-year jump in the average price per ad and a 12% increase in the number of ads delivered. The number of daily and monthly active users rose 8% and 10%, respectively, year over year. EPS surged 93% to $3.30, speeding by the analyst consensus estimate of $2.37.\nAmazon: Thursday (earnings call at 5:30 p.m. EDT)\nHere are numbers to use as benchmarks.\n\n\n\nMetric\nQ2 2020 Result\nAmazon's Q2 2021 Guidance\nAmazon's Projected Change\nWall Street's Q2 2021 Consensus Estimate\nWall Street's Projected Change\n\n\n\n\n\nRevenue\n$88.9 billion\n$110 billion to $116 billion\n24% to 30%\n$115.1 billion\n29%\n\n\nEarnings per share (EPS)\n$10.30\nN/A\nN/A\n$12.22\n19%\n\n\n\nData sources: Amazon and Yahoo! Finance. Note: Amazon does not provide earnings guidance.\nWhile Amazon doesn't provide earnings guidance, it does issue an operating income outlook. For Q2, management guided for operating income to range from $4.5 billion to $8 billion. This range represents operating income declining by as much as 22% to rising by as much as 38% year over year.\nThe company's Q2 revenue will include sales from its big annual Prime Day event, held in June this year. Last year, this event took place in the fourth quarter, while it's traditionally been in the third quarter.\nIn the first quarter, Amazon's revenue surged 44% year over year to $108.5 billion, beating the $104.5 billion analysts had expected. EPS skyrocketed 215% to $15.79, demolishing the consensus estimate of $9.54.\nAgain, Facebook reports on Tuesday, Alphabet on Wednesday, and Amazon on Thursday, all after the closing bell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162974662,"gmtCreate":1624033051456,"gmtModify":1703827297066,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"This means oil going to crash soon?","listText":"This means oil going to crash soon?","text":"This means oil going to crash soon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162974662","repostId":"2144034771","repostType":4,"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162947007,"gmtCreate":1624032813409,"gmtModify":1703827282286,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"This is good","listText":"This is good","text":"This is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162947007","repostId":"1175119628","repostType":4,"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110964621,"gmtCreate":1622422243263,"gmtModify":1704184053421,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>omgggg","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>omgggg","text":"$AMC Entertainment(AMC)$omgggg","images":[{"img":"https://static.tigerbbs.com/a742e0b2a44fa748a74d3103de2ec854","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110964621","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9903716345,"gmtCreate":1659072049987,"gmtModify":1676536254388,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"Joke . The forecast is so far fetched.","listText":"Joke . The forecast is so far fetched.","text":"Joke . The forecast is so far fetched.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903716345","repostId":"2255309371","repostType":4,"repost":{"id":"2255309371","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":1659047924,"share":"https://ttm.financial/m/news/2255309371?lang=&edition=fundamental","pubTime":"2022-07-29 06:38","market":"us","language":"en","title":"Apple Forecasts Faster Sales Growth, Strong IPhone Demand Despite Glum Economy","url":"https://stock-news.laohu8.com/highlight/detail?id=2255309371","media":"Reuters","summary":"July 28 (Reuters) - Apple Incon Thursday said parts shortages are easing and that demand for iPhones is unceasing despite consumers tightening other spending, helping it top Wall Street expectations a","content":"<html><head></head><body><p>July 28 (Reuters) - Apple Inc on Thursday said parts shortages are easing and that demand for iPhones is unceasing despite consumers tightening other spending, helping it top Wall Street expectations and forecast faster sales growth ahead.</p><p>The Silicon Valley giant&#39;s shares rose 3.5% after hours following the release of the results. Apple said it was not providing specific revenue guidance due to economic uncertainty.</p><p><img src=\"https://static.tigerbbs.com/957bf23c71c3987a2ad6bcd6a5c1b224\" tg-width=\"854\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>Though macroeconomic indicators around the world are turning negative, Chief Financial Officer Luca Maestri told Reuters there had been no slowdown in demand for iPhones. The iPhone maker&#39;s loyal and relatively affluent customer base has enabled it to weather dips better than other consumer brands in the past, and the results for Apple&#39;s fiscal third quarter suggest a similar pattern emerging.</p><p>Canalys Research analyst Runar Bjorhovde said, &#34;Apple in that sense has a certain robustness that will allow it to be impacted less than a lot of its competitors.&#34;</p><p>The slumping economy is hurting sales of advertising, accessories and home products, though, Apple&#39;s Maestri said in an interview, calling the units &#34;pockets of weakness.&#34;</p><p>&#34;Fortunately, we have a very broad portfolio, so we know we&#39;re going to be able to navigate that,&#34; he added.</p><p>Parts shortages will continue to limit Mac and iPad sales, Maestri said, though the impact has been easing. They cost Apple under $4 billion in sales in the quarter ended June 25, less than it had forecast. Maestri said the company expects the hit to diminish further in the current quarter.</p><p>Sales compared to a year ago should rise faster in the current quarter than 2% growth it posted in the just-ended quarter, Maestri said.</p><p>Overall, Apple said quarterly sales and profit were $83.0 billion and $1.20 per share, above estimates of $82.8 billion and $1.16 per share, according to Refinitiv data.</p><p>While sales of iPhones and iPads topped expectations, revenue from services, Mac computers and accessories missed Wall Street targets and sales in the crucial China market fell 1%.</p><p>The rising U.S. dollar has hit many companies such as Apple that generate substantial foreign revenue and are getting less cash back when they convert it. Apple said currency fluctuations would slash sales by 6% in the current quarter.</p><p>The most recent economic woes include supply chain disruptions that have hit production of some Apple products such as iPads and Macs whose assembly locations were clustered near regions of China that went into COVID lockdowns.</p><p>Apple, like many of its tech industry peers, is reportedly slowing hiring and cutting costs given the tough economic climate.</p><p>Apple shares closed Thursday down about 11% so far this year, slightly less than the broader S&amp;P 500 index and also less than other consumer hardware makers such as Sonos Inc and Samsung Electronics Co.</p><p>Apple said iPhone sales were $40.7 billion, up about 3% from a year earlier and well ahead of the overall global smartphone market, which fell 9% during the just-ended quarter, according to Canalys data.</p><p>Growth in the company&#39;s services business, which has provided a boost to sales and profits in recent years, was 12%, below the previous year&#39;s 33% rate and resulting in $19.6 billion in revenue, below estimates of $19.7 billion.</p><p>Apple said it now has 860 million paying subscribers on either its paid services or to paid software in its App Store, up from the previous quarter&#39;s 825 million.</p><p>Sales of iPads and Macs were $7.2 billion and $7.4 billion, compared with estimates of $6.9 billion and $8.7 billion. Mac sales represented a 10% contraction, after record sales since 2020, first from a work-from-home boost and then from Apple&#39;s new proprietary processor chips.</p><p>In its most recent fiscal year, nearly a fifth of Apple&#39;s sales came from its Greater China region after two years of struggling sales there. But now Apple is confronting slow overall economic growth in China, where its fiscal third-quarter sales were $14.6 billion, down 1%.</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 Forecasts Faster Sales Growth, Strong IPhone Demand Despite Glum Economy</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 Forecasts Faster Sales Growth, Strong IPhone Demand Despite Glum Economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-29 06:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 28 (Reuters) - Apple Inc on Thursday said parts shortages are easing and that demand for iPhones is unceasing despite consumers tightening other spending, helping it top Wall Street expectations and forecast faster sales growth ahead.</p><p>The Silicon Valley giant&#39;s shares rose 3.5% after hours following the release of the results. Apple said it was not providing specific revenue guidance due to economic uncertainty.</p><p><img src=\"https://static.tigerbbs.com/957bf23c71c3987a2ad6bcd6a5c1b224\" tg-width=\"854\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>Though macroeconomic indicators around the world are turning negative, Chief Financial Officer Luca Maestri told Reuters there had been no slowdown in demand for iPhones. The iPhone maker&#39;s loyal and relatively affluent customer base has enabled it to weather dips better than other consumer brands in the past, and the results for Apple&#39;s fiscal third quarter suggest a similar pattern emerging.</p><p>Canalys Research analyst Runar Bjorhovde said, &#34;Apple in that sense has a certain robustness that will allow it to be impacted less than a lot of its competitors.&#34;</p><p>The slumping economy is hurting sales of advertising, accessories and home products, though, Apple&#39;s Maestri said in an interview, calling the units &#34;pockets of weakness.&#34;</p><p>&#34;Fortunately, we have a very broad portfolio, so we know we&#39;re going to be able to navigate that,&#34; he added.</p><p>Parts shortages will continue to limit Mac and iPad sales, Maestri said, though the impact has been easing. They cost Apple under $4 billion in sales in the quarter ended June 25, less than it had forecast. Maestri said the company expects the hit to diminish further in the current quarter.</p><p>Sales compared to a year ago should rise faster in the current quarter than 2% growth it posted in the just-ended quarter, Maestri said.</p><p>Overall, Apple said quarterly sales and profit were $83.0 billion and $1.20 per share, above estimates of $82.8 billion and $1.16 per share, according to Refinitiv data.</p><p>While sales of iPhones and iPads topped expectations, revenue from services, Mac computers and accessories missed Wall Street targets and sales in the crucial China market fell 1%.</p><p>The rising U.S. dollar has hit many companies such as Apple that generate substantial foreign revenue and are getting less cash back when they convert it. Apple said currency fluctuations would slash sales by 6% in the current quarter.</p><p>The most recent economic woes include supply chain disruptions that have hit production of some Apple products such as iPads and Macs whose assembly locations were clustered near regions of China that went into COVID lockdowns.</p><p>Apple, like many of its tech industry peers, is reportedly slowing hiring and cutting costs given the tough economic climate.</p><p>Apple shares closed Thursday down about 11% so far this year, slightly less than the broader S&amp;P 500 index and also less than other consumer hardware makers such as Sonos Inc and Samsung Electronics Co.</p><p>Apple said iPhone sales were $40.7 billion, up about 3% from a year earlier and well ahead of the overall global smartphone market, which fell 9% during the just-ended quarter, according to Canalys data.</p><p>Growth in the company&#39;s services business, which has provided a boost to sales and profits in recent years, was 12%, below the previous year&#39;s 33% rate and resulting in $19.6 billion in revenue, below estimates of $19.7 billion.</p><p>Apple said it now has 860 million paying subscribers on either its paid services or to paid software in its App Store, up from the previous quarter&#39;s 825 million.</p><p>Sales of iPads and Macs were $7.2 billion and $7.4 billion, compared with estimates of $6.9 billion and $8.7 billion. Mac sales represented a 10% contraction, after record sales since 2020, first from a work-from-home boost and then from Apple&#39;s new proprietary processor chips.</p><p>In its most recent fiscal year, nearly a fifth of Apple&#39;s sales came from its Greater China region after two years of struggling sales there. But now Apple is confronting slow overall economic growth in China, where its fiscal third-quarter sales were $14.6 billion, down 1%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255309371","content_text":"July 28 (Reuters) - Apple Inc on Thursday said parts shortages are easing and that demand for iPhones is unceasing despite consumers tightening other spending, helping it top Wall Street expectations and forecast faster sales growth ahead.The Silicon Valley giant's shares rose 3.5% after hours following the release of the results. Apple said it was not providing specific revenue guidance due to economic uncertainty.Though macroeconomic indicators around the world are turning negative, Chief Financial Officer Luca Maestri told Reuters there had been no slowdown in demand for iPhones. The iPhone maker's loyal and relatively affluent customer base has enabled it to weather dips better than other consumer brands in the past, and the results for Apple's fiscal third quarter suggest a similar pattern emerging.Canalys Research analyst Runar Bjorhovde said, \"Apple in that sense has a certain robustness that will allow it to be impacted less than a lot of its competitors.\"The slumping economy is hurting sales of advertising, accessories and home products, though, Apple's Maestri said in an interview, calling the units \"pockets of weakness.\"\"Fortunately, we have a very broad portfolio, so we know we're going to be able to navigate that,\" he added.Parts shortages will continue to limit Mac and iPad sales, Maestri said, though the impact has been easing. They cost Apple under $4 billion in sales in the quarter ended June 25, less than it had forecast. Maestri said the company expects the hit to diminish further in the current quarter.Sales compared to a year ago should rise faster in the current quarter than 2% growth it posted in the just-ended quarter, Maestri said.Overall, Apple said quarterly sales and profit were $83.0 billion and $1.20 per share, above estimates of $82.8 billion and $1.16 per share, according to Refinitiv data.While sales of iPhones and iPads topped expectations, revenue from services, Mac computers and accessories missed Wall Street targets and sales in the crucial China market fell 1%.The rising U.S. dollar has hit many companies such as Apple that generate substantial foreign revenue and are getting less cash back when they convert it. Apple said currency fluctuations would slash sales by 6% in the current quarter.The most recent economic woes include supply chain disruptions that have hit production of some Apple products such as iPads and Macs whose assembly locations were clustered near regions of China that went into COVID lockdowns.Apple, like many of its tech industry peers, is reportedly slowing hiring and cutting costs given the tough economic climate.Apple shares closed Thursday down about 11% so far this year, slightly less than the broader S&P 500 index and also less than other consumer hardware makers such as Sonos Inc and Samsung Electronics Co.Apple said iPhone sales were $40.7 billion, up about 3% from a year earlier and well ahead of the overall global smartphone market, which fell 9% during the just-ended quarter, according to Canalys data.Growth in the company's services business, which has provided a boost to sales and profits in recent years, was 12%, below the previous year's 33% rate and resulting in $19.6 billion in revenue, below estimates of $19.7 billion.Apple said it now has 860 million paying subscribers on either its paid services or to paid software in its App Store, up from the previous quarter's 825 million.Sales of iPads and Macs were $7.2 billion and $7.4 billion, compared with estimates of $6.9 billion and $8.7 billion. Mac sales represented a 10% contraction, after record sales since 2020, first from a work-from-home boost and then from Apple's new proprietary processor chips.In its most recent fiscal year, nearly a fifth of Apple's sales came from its Greater China region after two years of struggling sales there. But now Apple is confronting slow overall economic growth in China, where its fiscal third-quarter sales were $14.6 billion, down 1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902204972,"gmtCreate":1659701934098,"gmtModify":1704795029824,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"This is bad.,...,..","listText":"This is bad.,...,..","text":"This is bad.,...,..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902204972","repostId":"1198183547","repostType":4,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800390871,"gmtCreate":1627275788293,"gmtModify":1703486543492,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"Looking good?","listText":"Looking good?","text":"Looking good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800390871","repostId":"2154934710","repostType":4,"repost":{"id":"2154934710","pubTimestamp":1627267260,"share":"https://ttm.financial/m/news/2154934710?lang=&edition=fundamental","pubTime":"2021-07-26 10:41","market":"us","language":"en","title":"Big Tech Earnings Preview: Alphabet, Facebook, and Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2154934710","media":"Motley Fool","summary":"Here's what to watch when the search engine, social media, and e-commerce giants report their Q2 earnings this week.","content":"<p>Three \"big techs\" scheduled to report their second-quarter 2021 results this week are Google parent <b>Alphabet</b> (NASDAQ:GOOG) (NASDAQ:GOOGL)&nbsp;on Tuesday, July 27, <b><a href=\"https://laohu8.com/S/FB\">Facebook</a></b> (NASDAQ:FB) on Wednesday, and <b>Amazon</b>&nbsp;(NASDAQ:AMZN) on Thursday. All three report after the market close.</p>\n<p>(<b>Apple</b> also reports on Tuesday, but this article doesn't discuss the iPhone giant.)</p>\n<p>Year-over-year growth expectations are unusually high for Alphabet and Facebook because their digital advertising-based businesses were significantly hurt in the year-ago period, which was the first full quarter affected by the COVID-19 pandemic. Many businesses were temporarily closed or operating at less than full capacity in that quarter. In other words, the search-engine and social-media leaders are facing easy sales comparables, and Alphabet is also facing an easy comparable on the bottom line.</p>\n<p>The same is not true with Amazon, as the e-commerce and all-around-tech titan's sales got a brisk tailwind in the year-ago period, as the pandemic drove consumers around the world to embrace online shopping. And its strong sales growth helped boost its profit.</p>\n<h2>Alphabet: Tuesday (earnings call at 4:30 p.m. EDT)</h2>\n<p>Going into the earnings week, Alphabet stock is outperforming shares of Facebook and Amazon, as well as the broader market, in 2021 to date (July 23) and over the last year. So far in 2021, Alphabet shares are up 51.8% (Class A) and 57.3% (Class C), Facebook stock is up 35.4%, and Amazon stock trails with a 12.3% gain. The e-commerce mammoth's stock is the only <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the three underperforming the <b>S&amp;P 500</b>, which has returned 18.4% so far this year.</p>\n<p>Here's what Wall Street is expecting&nbsp;in Alphabet's report:</p>\n<table>\n <thead>\n  <tr>\n   <th>Metric</th>\n   <th>Q2 2020 Result</th>\n   <th>Wall Street's Q2 2021 Consensus Estimate</th>\n   <th>Wall Street's Projected Change</th>\n  </tr>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$38.3 billion</p></td>\n   <td><p>$56.0 billion</p></td>\n   <td><p>46%</p></td>\n  </tr>\n  <tr>\n   <td><p>Earnings per share (EPS)</p></td>\n   <td><p>$10.13</p></td>\n   <td><p>$19.21</p></td>\n   <td><p>90%</p></td>\n  </tr>\n </thead>\n</table>\n<p>Data sources: Alphabet and Yahoo! Finance.</p>\n<p>As to Alphabet's low-bar comparable, in the the year-ago period, its revenue edged down 2% and its EPS dropped 29% year over year.</p>\n<p>For context, in the first quarter, Alphabet's revenue jumped 34% year over year to $55.3 billion. EPS rocketed 166% to $26.29, crushing the $15.82 Wall Street was expecting.</p>\n<h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a77e9fd8c158aba668302c7d31a0fcd7\" tg-width=\"720\" tg-height=\"555\" referrerpolicy=\"no-referrer\"><span>Data by YCharts.</span></p></h2>\n<h2>Facebook: Wednesday (earnings call at 5 p.m. EDT)</h2>\n<p>Here's what the Street is expecting from the social-networking behemoth:</p>\n<table>\n <thead>\n  <tr>\n   <th>Metric</th>\n   <th>Q2 2020 Result</th>\n   <th>Wall Street's Q2 2021 Consensus Estimate</th>\n   <th>Wall Street's Projected Change</th>\n  </tr>\n  <tr>\n   <td>Revenue</td>\n   <td>$18.7 billion</td>\n   <td>$27.8 billion</td>\n   <td>49%</td>\n  </tr>\n  <tr>\n   <td>Earnings per share (EPS)</td>\n   <td>$1.80</td>\n   <td>$3.02</td>\n   <td>68%</td>\n  </tr>\n </thead>\n</table>\n<p>Data sources: Facebook and Yahoo! Finance.</p>\n<p>Facebook didn't issue specific guidance, but CFO Dave Wehner said in last quarter's release that management expects Q2's \"year-over-year total revenue growth to remain stable or modestly accelerate relative to the growth rate in the first quarter of 2021 [48%] as we lap slower growth related to the pandemic during the second quarter of 2020.\"</p>\n<p>In the first quarter, Facebook's revenue soared 48% year over year to $26.2 billion. Growth was driven by a 30% year-over-year jump in the average price per ad and a 12% increase in the number of ads delivered. The number of daily and monthly active users rose 8% and 10%, respectively, year over year. EPS surged 93% to $3.30, speeding by the analyst consensus estimate of $2.37.</p>\n<h2>Amazon: Thursday (earnings call at 5:30 p.m. EDT)</h2>\n<p>Here are numbers to use as benchmarks.</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Metric</b></p></th>\n   <th><p><b>Q2 2020 Result</b></p></th>\n   <th><p><b>Amazon's Q2 2021 Guidance</b></p></th>\n   <th><p><b>Amazon's Projected Change</b></p></th>\n   <th><p><b>Wall Street's Q2 2021 Consensus Estimate</b></p></th>\n   <th><p><b>Wall Street's Projected Change</b></p></th>\n  </tr>\n </thead>\n <thead></thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$88.9 billion</p></td>\n   <td><p>$110 billion to $116 billion</p></td>\n   <td><p>24% to 30%</p></td>\n   <td><p>$115.1 billion</p></td>\n   <td><p>29%</p></td>\n  </tr>\n  <tr>\n   <td><p>Earnings per share (EPS)</p></td>\n   <td><p>$10.30</p></td>\n   <td><p>N/A</p></td>\n   <td><p>N/A</p></td>\n   <td><p>$12.22</p></td>\n   <td>19%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data sources: Amazon and Yahoo! Finance. Note: Amazon does not provide earnings guidance.</p>\n<p>While Amazon doesn't provide earnings guidance, it does issue an operating income outlook. For Q2, management guided for operating income to range from $4.5 billion to $8 billion. This range represents operating income <i>declining</i>&nbsp;by as much as 22% to&nbsp;<i>rising</i>&nbsp;by as much as 38% year over year.</p>\n<p>The company's Q2 revenue will include sales from its big annual Prime Day event, held in June this year. Last year, this event took place in the fourth quarter, while it's traditionally been in the third quarter.</p>\n<p>In the&nbsp;first quarter, Amazon's revenue surged 44% year over year to $108.5 billion, beating the $104.5 billion analysts had expected. EPS skyrocketed 215% to $15.79, demolishing the consensus estimate of $9.54.</p>\n<p>Again, Facebook reports on Tuesday, Alphabet on Wednesday, and Amazon on Thursday, all after the closing bell.</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>Big Tech Earnings Preview: Alphabet, Facebook, and Amazon</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\">\nBig Tech Earnings Preview: Alphabet, Facebook, and Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/25/big-tech-earnings-preview-alphabet-facebook-and-am/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Three \"big techs\" scheduled to report their second-quarter 2021 results this week are Google parent Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) on Tuesday, July 27, Facebook (NASDAQ:FB) on Wednesday, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/25/big-tech-earnings-preview-alphabet-facebook-and-am/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2021/07/25/big-tech-earnings-preview-alphabet-facebook-and-am/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154934710","content_text":"Three \"big techs\" scheduled to report their second-quarter 2021 results this week are Google parent Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) on Tuesday, July 27, Facebook (NASDAQ:FB) on Wednesday, and Amazon (NASDAQ:AMZN) on Thursday. All three report after the market close.\n(Apple also reports on Tuesday, but this article doesn't discuss the iPhone giant.)\nYear-over-year growth expectations are unusually high for Alphabet and Facebook because their digital advertising-based businesses were significantly hurt in the year-ago period, which was the first full quarter affected by the COVID-19 pandemic. Many businesses were temporarily closed or operating at less than full capacity in that quarter. In other words, the search-engine and social-media leaders are facing easy sales comparables, and Alphabet is also facing an easy comparable on the bottom line.\nThe same is not true with Amazon, as the e-commerce and all-around-tech titan's sales got a brisk tailwind in the year-ago period, as the pandemic drove consumers around the world to embrace online shopping. And its strong sales growth helped boost its profit.\nAlphabet: Tuesday (earnings call at 4:30 p.m. EDT)\nGoing into the earnings week, Alphabet stock is outperforming shares of Facebook and Amazon, as well as the broader market, in 2021 to date (July 23) and over the last year. So far in 2021, Alphabet shares are up 51.8% (Class A) and 57.3% (Class C), Facebook stock is up 35.4%, and Amazon stock trails with a 12.3% gain. The e-commerce mammoth's stock is the only one of the three underperforming the S&P 500, which has returned 18.4% so far this year.\nHere's what Wall Street is expecting in Alphabet's report:\n\n\n\nMetric\nQ2 2020 Result\nWall Street's Q2 2021 Consensus Estimate\nWall Street's Projected Change\n\n\nRevenue\n$38.3 billion\n$56.0 billion\n46%\n\n\nEarnings per share (EPS)\n$10.13\n$19.21\n90%\n\n\n\nData sources: Alphabet and Yahoo! Finance.\nAs to Alphabet's low-bar comparable, in the the year-ago period, its revenue edged down 2% and its EPS dropped 29% year over year.\nFor context, in the first quarter, Alphabet's revenue jumped 34% year over year to $55.3 billion. EPS rocketed 166% to $26.29, crushing the $15.82 Wall Street was expecting.\nData by YCharts.\nFacebook: Wednesday (earnings call at 5 p.m. EDT)\nHere's what the Street is expecting from the social-networking behemoth:\n\n\n\nMetric\nQ2 2020 Result\nWall Street's Q2 2021 Consensus Estimate\nWall Street's Projected Change\n\n\nRevenue\n$18.7 billion\n$27.8 billion\n49%\n\n\nEarnings per share (EPS)\n$1.80\n$3.02\n68%\n\n\n\nData sources: Facebook and Yahoo! Finance.\nFacebook didn't issue specific guidance, but CFO Dave Wehner said in last quarter's release that management expects Q2's \"year-over-year total revenue growth to remain stable or modestly accelerate relative to the growth rate in the first quarter of 2021 [48%] as we lap slower growth related to the pandemic during the second quarter of 2020.\"\nIn the first quarter, Facebook's revenue soared 48% year over year to $26.2 billion. Growth was driven by a 30% year-over-year jump in the average price per ad and a 12% increase in the number of ads delivered. The number of daily and monthly active users rose 8% and 10%, respectively, year over year. EPS surged 93% to $3.30, speeding by the analyst consensus estimate of $2.37.\nAmazon: Thursday (earnings call at 5:30 p.m. EDT)\nHere are numbers to use as benchmarks.\n\n\n\nMetric\nQ2 2020 Result\nAmazon's Q2 2021 Guidance\nAmazon's Projected Change\nWall Street's Q2 2021 Consensus Estimate\nWall Street's Projected Change\n\n\n\n\n\nRevenue\n$88.9 billion\n$110 billion to $116 billion\n24% to 30%\n$115.1 billion\n29%\n\n\nEarnings per share (EPS)\n$10.30\nN/A\nN/A\n$12.22\n19%\n\n\n\nData sources: Amazon and Yahoo! Finance. Note: Amazon does not provide earnings guidance.\nWhile Amazon doesn't provide earnings guidance, it does issue an operating income outlook. For Q2, management guided for operating income to range from $4.5 billion to $8 billion. This range represents operating income declining by as much as 22% to rising by as much as 38% year over year.\nThe company's Q2 revenue will include sales from its big annual Prime Day event, held in June this year. Last year, this event took place in the fourth quarter, while it's traditionally been in the third quarter.\nIn the first quarter, Amazon's revenue surged 44% year over year to $108.5 billion, beating the $104.5 billion analysts had expected. EPS skyrocketed 215% to $15.79, demolishing the consensus estimate of $9.54.\nAgain, Facebook reports on Tuesday, Alphabet on Wednesday, and Amazon on Thursday, all after the closing bell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909492859,"gmtCreate":1658898947171,"gmtModify":1676536226481,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>a year ago, i said coin base was going from $200 to $100 for sure. People were skeptical, now at $50 people are in disbelief.","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>a year ago, i said coin base was going from $200 to $100 for sure. People were skeptical, now at $50 people are in disbelief.","text":"$Coinbase Global, Inc.(COIN)$a year ago, i said coin base was going from $200 to $100 for sure. People were skeptical, now at $50 people are in disbelief.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909492859","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162974662,"gmtCreate":1624033051456,"gmtModify":1703827297066,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"This means oil going to crash soon?","listText":"This means oil going to crash soon?","text":"This means oil going to crash soon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162974662","repostId":"2144034771","repostType":4,"repost":{"id":"2144034771","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":1624026060,"share":"https://ttm.financial/m/news/2144034771?lang=&edition=fundamental","pubTime":"2021-06-18 22:21","market":"fut","language":"en","title":"Oil prices edge higher, look to shake off post-Fed decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2144034771","media":"Dow Jones","summary":"Oil futures climbed on Friday to turn higher for the week, with prices looking to recoup sharp losse","content":"<p>Oil futures climbed on Friday to turn higher for the week, with prices looking to recoup sharp losses from a day earlier that were blamed on strength in the dollar, following a shift in tone by the Federal Reserve this week.</p>\n<p>\"Oil is trying to come to grips with the fact that the Federal Reserve might have to raise interest rates sooner than later, and that stalled the market ascent until they understand exactly what the Fed has in mind,\" Phil Flynn, senior market analyst at The Price Futures Group, told MarketWatch. \"But in the short term, that doesn't change the fact that we're going to see global oil inventories tighten dramatically in the coming weeks.\"</p>\n<p>Meanwhile, Iran held a presidential election Friday. The likelihood that the nation is may see a hardline candidate become the winner, \"probably reduces the odds that Iranian crude oil will come on the market anytime soon,\" said Flynn.</p>\n<p>Read:Why Iran's presidential election is the 'most important political milestone' of 2021 for the global oil market</p>\n<p>Indirect negotiations between the U.S. and Iran to revive the 2015 nuclear deal are ongoing and some analysts have said that a victory by a front-running hard-liner could slow negotiations.</p>\n<p>Energy traders will also keep an eye on the Gulf of Mexico to see if a storm system in the region forms into tropical storm Claudette and causes any problems, said Flynn. \"More than likely, it will shut in some production and delay imports and exports next week.\"</p>\n<p>West Texas Intermediate crude for July delivery rose 72 cents, or 1%, to $71.76 a barrel on the New York Mercantile Exchange, putting the U.S. benchmark on track for a weekly climb of 1.2%, following Thursday's 1.5% loss.</p>\n<p>The global benchmark, August Brent crude , was up 35 cents, or 0.5%, at $73.43 a barrel on ICE Futures Europe. Brent was up 1% for the week.</p>\n<p>On Wednesday, WTI crude saw the highest front-month contract settlement since October 2018, while Brent ended that session at the highest since April 2019, but prices for both contracts fell sharply Thursday.</p>\n<p>\"We believe that the strength of the U.S. dollar, which has seen [the euro/U.S. dollar pair] plunge in a matter of days from over $1.21 to $1.19 now, is chiefly responsible for the price correction,\" said Eugen Weinberg, analyst at Commerzbank, in a note.</p>\n<p>A surging U.S. dollar was getting the blame for a selloff across most of commodity markets, including crude oil Thursday. The greenback moved sharply higher Wednesday and Thursday after a Federal Reserve meeting that saw policy makers pencil in two interest rate increases by the end of 2023 and begin discussing the eventual tapering of its monthly asset purchases.</p>\n<p>Read:Why the U.S. dollar is soaring -- and what's next -- after Fed's change in tone</p>\n<p>The ICE U.S. Dollar Index , a measure of the currency against a basket of six major rivals, was up 0.4% on Friday, headed for a 1.9% weekly gain, which it would be its strongest since September, according to FactSet. A stronger dollar can weigh on commodities priced in the currency, making them more expensive to users of other currencies.</p>\n<p>The selloff across commodities, meanwhile, also appeared to be part of a pullback by assets that had been buoyed by bets on a pickup in inflation. The Bloomberg Commodity Index, which tracks 23 commodities futures markets, was down 4.6% for the week, trimming its year-to-date gain to 16%. The weekly pullback was on track to be the largest since March 2020.</p>\n<p>\"The fact that several other commodities have also weakened means sentiment towards the sector has turned negative, hurting crude oil in the process,\" said Fawad Razaqzada, analyst at ThinkMarkets, in a note.</p>\n<p>Also on Nymex Friday, July gasoline tacked on 0.7% to $2.15 a gallon, with prices trading 1.7% lower for the week. July heating oil added 1.2% to $2.09 a gallon, trading 1.4% lower for the week.</p>\n<p>July natural gas , meanwhile, headed 0.3% lower to $3.24 per million British thermal units, trading down by 1.6% for the week.</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>Oil prices edge higher, look to shake off post-Fed decline</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 prices edge higher, look to shake off post-Fed decline\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\">2021-06-18 22:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Oil futures climbed on Friday to turn higher for the week, with prices looking to recoup sharp losses from a day earlier that were blamed on strength in the dollar, following a shift in tone by the Federal Reserve this week.</p>\n<p>\"Oil is trying to come to grips with the fact that the Federal Reserve might have to raise interest rates sooner than later, and that stalled the market ascent until they understand exactly what the Fed has in mind,\" Phil Flynn, senior market analyst at The Price Futures Group, told MarketWatch. \"But in the short term, that doesn't change the fact that we're going to see global oil inventories tighten dramatically in the coming weeks.\"</p>\n<p>Meanwhile, Iran held a presidential election Friday. The likelihood that the nation is may see a hardline candidate become the winner, \"probably reduces the odds that Iranian crude oil will come on the market anytime soon,\" said Flynn.</p>\n<p>Read:Why Iran's presidential election is the 'most important political milestone' of 2021 for the global oil market</p>\n<p>Indirect negotiations between the U.S. and Iran to revive the 2015 nuclear deal are ongoing and some analysts have said that a victory by a front-running hard-liner could slow negotiations.</p>\n<p>Energy traders will also keep an eye on the Gulf of Mexico to see if a storm system in the region forms into tropical storm Claudette and causes any problems, said Flynn. \"More than likely, it will shut in some production and delay imports and exports next week.\"</p>\n<p>West Texas Intermediate crude for July delivery rose 72 cents, or 1%, to $71.76 a barrel on the New York Mercantile Exchange, putting the U.S. benchmark on track for a weekly climb of 1.2%, following Thursday's 1.5% loss.</p>\n<p>The global benchmark, August Brent crude , was up 35 cents, or 0.5%, at $73.43 a barrel on ICE Futures Europe. Brent was up 1% for the week.</p>\n<p>On Wednesday, WTI crude saw the highest front-month contract settlement since October 2018, while Brent ended that session at the highest since April 2019, but prices for both contracts fell sharply Thursday.</p>\n<p>\"We believe that the strength of the U.S. dollar, which has seen [the euro/U.S. dollar pair] plunge in a matter of days from over $1.21 to $1.19 now, is chiefly responsible for the price correction,\" said Eugen Weinberg, analyst at Commerzbank, in a note.</p>\n<p>A surging U.S. dollar was getting the blame for a selloff across most of commodity markets, including crude oil Thursday. The greenback moved sharply higher Wednesday and Thursday after a Federal Reserve meeting that saw policy makers pencil in two interest rate increases by the end of 2023 and begin discussing the eventual tapering of its monthly asset purchases.</p>\n<p>Read:Why the U.S. dollar is soaring -- and what's next -- after Fed's change in tone</p>\n<p>The ICE U.S. Dollar Index , a measure of the currency against a basket of six major rivals, was up 0.4% on Friday, headed for a 1.9% weekly gain, which it would be its strongest since September, according to FactSet. A stronger dollar can weigh on commodities priced in the currency, making them more expensive to users of other currencies.</p>\n<p>The selloff across commodities, meanwhile, also appeared to be part of a pullback by assets that had been buoyed by bets on a pickup in inflation. The Bloomberg Commodity Index, which tracks 23 commodities futures markets, was down 4.6% for the week, trimming its year-to-date gain to 16%. The weekly pullback was on track to be the largest since March 2020.</p>\n<p>\"The fact that several other commodities have also weakened means sentiment towards the sector has turned negative, hurting crude oil in the process,\" said Fawad Razaqzada, analyst at ThinkMarkets, in a note.</p>\n<p>Also on Nymex Friday, July gasoline tacked on 0.7% to $2.15 a gallon, with prices trading 1.7% lower for the week. July heating oil added 1.2% to $2.09 a gallon, trading 1.4% lower for the week.</p>\n<p>July natural gas , meanwhile, headed 0.3% lower to $3.24 per million British thermal units, trading down by 1.6% for the week.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144034771","content_text":"Oil futures climbed on Friday to turn higher for the week, with prices looking to recoup sharp losses from a day earlier that were blamed on strength in the dollar, following a shift in tone by the Federal Reserve this week.\n\"Oil is trying to come to grips with the fact that the Federal Reserve might have to raise interest rates sooner than later, and that stalled the market ascent until they understand exactly what the Fed has in mind,\" Phil Flynn, senior market analyst at The Price Futures Group, told MarketWatch. \"But in the short term, that doesn't change the fact that we're going to see global oil inventories tighten dramatically in the coming weeks.\"\nMeanwhile, Iran held a presidential election Friday. The likelihood that the nation is may see a hardline candidate become the winner, \"probably reduces the odds that Iranian crude oil will come on the market anytime soon,\" said Flynn.\nRead:Why Iran's presidential election is the 'most important political milestone' of 2021 for the global oil market\nIndirect negotiations between the U.S. and Iran to revive the 2015 nuclear deal are ongoing and some analysts have said that a victory by a front-running hard-liner could slow negotiations.\nEnergy traders will also keep an eye on the Gulf of Mexico to see if a storm system in the region forms into tropical storm Claudette and causes any problems, said Flynn. \"More than likely, it will shut in some production and delay imports and exports next week.\"\nWest Texas Intermediate crude for July delivery rose 72 cents, or 1%, to $71.76 a barrel on the New York Mercantile Exchange, putting the U.S. benchmark on track for a weekly climb of 1.2%, following Thursday's 1.5% loss.\nThe global benchmark, August Brent crude , was up 35 cents, or 0.5%, at $73.43 a barrel on ICE Futures Europe. Brent was up 1% for the week.\nOn Wednesday, WTI crude saw the highest front-month contract settlement since October 2018, while Brent ended that session at the highest since April 2019, but prices for both contracts fell sharply Thursday.\n\"We believe that the strength of the U.S. dollar, which has seen [the euro/U.S. dollar pair] plunge in a matter of days from over $1.21 to $1.19 now, is chiefly responsible for the price correction,\" said Eugen Weinberg, analyst at Commerzbank, in a note.\nA surging U.S. dollar was getting the blame for a selloff across most of commodity markets, including crude oil Thursday. The greenback moved sharply higher Wednesday and Thursday after a Federal Reserve meeting that saw policy makers pencil in two interest rate increases by the end of 2023 and begin discussing the eventual tapering of its monthly asset purchases.\nRead:Why the U.S. dollar is soaring -- and what's next -- after Fed's change in tone\nThe ICE U.S. Dollar Index , a measure of the currency against a basket of six major rivals, was up 0.4% on Friday, headed for a 1.9% weekly gain, which it would be its strongest since September, according to FactSet. A stronger dollar can weigh on commodities priced in the currency, making them more expensive to users of other currencies.\nThe selloff across commodities, meanwhile, also appeared to be part of a pullback by assets that had been buoyed by bets on a pickup in inflation. The Bloomberg Commodity Index, which tracks 23 commodities futures markets, was down 4.6% for the week, trimming its year-to-date gain to 16%. The weekly pullback was on track to be the largest since March 2020.\n\"The fact that several other commodities have also weakened means sentiment towards the sector has turned negative, hurting crude oil in the process,\" said Fawad Razaqzada, analyst at ThinkMarkets, in a note.\nAlso on Nymex Friday, July gasoline tacked on 0.7% to $2.15 a gallon, with prices trading 1.7% lower for the week. July heating oil added 1.2% to $2.09 a gallon, trading 1.4% lower for the week.\nJuly natural gas , meanwhile, headed 0.3% lower to $3.24 per million British thermal units, trading down by 1.6% for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162947007,"gmtCreate":1624032813409,"gmtModify":1703827282286,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"This is good","listText":"This is good","text":"This is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162947007","repostId":"1175119628","repostType":4,"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903716297,"gmtCreate":1659072095819,"gmtModify":1676536254404,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"Consider selling? Short selling is good for this stock","listText":"Consider selling? Short selling is good for this stock","text":"Consider selling? Short selling is good for this stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903716297","repostId":"2255049253","repostType":4,"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802175068,"gmtCreate":1627742341754,"gmtModify":1703495399419,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"This is good news","listText":"This is good news","text":"This is good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802175068","repostId":"1186334150","repostType":4,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110964621,"gmtCreate":1622422243263,"gmtModify":1704184053421,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>omgggg","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>omgggg","text":"$AMC Entertainment(AMC)$omgggg","images":[{"img":"https://static.tigerbbs.com/a742e0b2a44fa748a74d3103de2ec854","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110964621","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":800399186,"gmtCreate":1627275824745,"gmtModify":1703486544813,"author":{"id":"3584066938194583","authorId":"3584066938194583","name":"lostbelt","avatar":"https://static.tigerbbs.com/34667ddcb721479306de9928647e4983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584066938194583","authorIdStr":"3584066938194583"},"themes":[],"htmlText":"This is good. If you stay on the sidelines. Pls no.","listText":"This is good. If you stay on the sidelines. Pls no.","text":"This is good. If you stay on the sidelines. Pls no.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800399186","repostId":"2154932562","repostType":4,"repost":{"id":"2154932562","pubTimestamp":1627265669,"share":"https://ttm.financial/m/news/2154932562?lang=&edition=fundamental","pubTime":"2021-07-26 10:14","market":"us","language":"en","title":"Microsoft's Q3 FY2021 Earnings: What to Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=2154932562","media":"Investopedia","summary":"When Microsoft Corporation (MSFT) reports earnings on Tuesday, expectations will run high. Once an a","content":"<p>When Microsoft Corporation (MSFT) reports earnings on Tuesday, expectations will run high. Once an also-ran in the tech industry and the subject of much derision, the company is flying high these days.1It surpassed the $1 trillionmarket capitalizationmilestone in 2019.2The pandemic shutdown further supercharged demand for Microsoft's products, and the company crossed the $2 trillion figure in June this year, becoming the second organization in history to do so.3</p>\n<p>KEY TAKEAWAYS</p>\n<ul>\n <li>Analysts expect another round of blockbuster earnings from Microsoft on Tuesday.</li>\n <li>They are expecting double-digit gains for the company's cloud and productivity software divisions.</li>\n <li>Microsoft's gaming revenues could be hurt by supply constraints.</li>\n</ul>\n<p>Microsoft has beaten analyst expectations for its earnings in the past four quarters, and its share price recently reached an all-time high of $284.55 after Citi analyst Tyler Radke set a $378price targetfor it.4</p>\n<p>Radke is not the only one betting on sustained demand for Microsoft's products. Bank of America analyst Brad Sills has set a $325 price target for the stock and stated that the company's revenue will beatconsensus estimatesby 2% to 3%.5It took less than three months for Rosenblatt Securities analyst John McPeake to boost his price target for Microsoft to $333 from $301. In May, he had said that Microsoft was the most important software company on the planet.6</p>\n<p>The consensus estimate for Microsoft'searnings per shareis $1.90.7Analysts expect the company to report revenues of $44.1 billion, growth of 15.9% from year ago figures. The company itself has projected revenues of $44.5 billion on the upper end of its earnings scale.</p>\n<p>A Growth Story</p>\n<p>There are three pegs to Microsoft's revenues:cloudservices, productivity software, and a segment that the company calls More Personal Computing, which is a mix of hardware, software, and gaming systems. All three are well placed to capitalize on existing trends.</p>\n<p>Microsoft chief Satya Nadella's bet on the cloud in the past decade has paid rich dividends, and the division has become the biggest contributor of revenues to the company's top line. Azure, Microsoft's cloud solution, brings in more revenues than its Windows operating system and witnessed exponential growth during the pandemic. Its sales surged by 50% in the March quarter from the same period a year ago.8According to BofA's Sills, it should \"surpass 50% growth\" this quarter as well. Microsoft is the second biggest cloud provider after Amazon.com, Inc. (AMZN) and according to the latest reports is closing in on the leader.9</p>\n<p>The Redmond, Washington-based giant shifted focus to the cloud for its best-selling productivity suite a decade ago, when it moved Microsoft Office online. Since then, it has introduced more products for the platform, culminating inthe recent announcementof Windows 365.</p>\n<p>Demand from the market has been strong. Office 365 had 300 million paid seats last quarter, and Microsoft 365, the company's productivity suite, boasted more than 50 million subscribers.10Videoconferencing software Teams, which competes with Zoom Video Communications, Inc. (ZM) had 145 million daily active users.</p>\n<p>An increase in IT budgets should provide this segment of Microsoft's business with further ballast to increase revenue, according to analysts. Rosenblatt Securities analyst John McPeake estimates that demand for Office, Teams, and Dynamics is likely to grow in the double digits.</p>\n<p>The third segment of Microsoft's business has also witnessed a pandemic lift as work from home policies forced people to buy more and larger devices. The company's gaming division benefitted from a pause in economic activity and office life. Gaming revenues were $3.6 billion, a 50% increase, during the March quarter. Minecraft, an online game that Microsoft purchased for $2.5 billion in 2014, had 140 million active users in the last quarter.11But the company has warned that constraints in supply of XBox Series X and S could affect growth in its gaming division.</p>\n<p>For all the bullish expectations about the company’s performance, Microsoft itself has already warned that this quarter's performance will be affected by a change in circumstances. This time last year, usage and revenue for Microsoft products skyrocketed due to pandemic restrictions that curbed travel and in-person meetings. In contrast, several geographies in which the company operates have loosened or done away with last year's curbs. During the company's earnings call last quarter, Microsoft CFO Amy Hood said Search and LinkedIn will have positive growth as advertising and job markets return this quarter.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft's Q3 FY2021 Earnings: What to Expect</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft's Q3 FY2021 Earnings: What to Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/microsoft-s-msft-q3-fy2021-earnings-what-to-expect-5194060?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr=yahoo><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Microsoft Corporation (MSFT) reports earnings on Tuesday, expectations will run high. Once an also-ran in the tech industry and the subject of much derision, the company is flying high these ...</p>\n\n<a href=\"https://www.investopedia.com/microsoft-s-msft-q3-fy2021-earnings-what-to-expect-5194060?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr=yahoo\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"source_url":"https://www.investopedia.com/microsoft-s-msft-q3-fy2021-earnings-what-to-expect-5194060?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr=yahoo","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2154932562","content_text":"When Microsoft Corporation (MSFT) reports earnings on Tuesday, expectations will run high. Once an also-ran in the tech industry and the subject of much derision, the company is flying high these days.1It surpassed the $1 trillionmarket capitalizationmilestone in 2019.2The pandemic shutdown further supercharged demand for Microsoft's products, and the company crossed the $2 trillion figure in June this year, becoming the second organization in history to do so.3\nKEY TAKEAWAYS\n\nAnalysts expect another round of blockbuster earnings from Microsoft on Tuesday.\nThey are expecting double-digit gains for the company's cloud and productivity software divisions.\nMicrosoft's gaming revenues could be hurt by supply constraints.\n\nMicrosoft has beaten analyst expectations for its earnings in the past four quarters, and its share price recently reached an all-time high of $284.55 after Citi analyst Tyler Radke set a $378price targetfor it.4\nRadke is not the only one betting on sustained demand for Microsoft's products. Bank of America analyst Brad Sills has set a $325 price target for the stock and stated that the company's revenue will beatconsensus estimatesby 2% to 3%.5It took less than three months for Rosenblatt Securities analyst John McPeake to boost his price target for Microsoft to $333 from $301. In May, he had said that Microsoft was the most important software company on the planet.6\nThe consensus estimate for Microsoft'searnings per shareis $1.90.7Analysts expect the company to report revenues of $44.1 billion, growth of 15.9% from year ago figures. The company itself has projected revenues of $44.5 billion on the upper end of its earnings scale.\nA Growth Story\nThere are three pegs to Microsoft's revenues:cloudservices, productivity software, and a segment that the company calls More Personal Computing, which is a mix of hardware, software, and gaming systems. All three are well placed to capitalize on existing trends.\nMicrosoft chief Satya Nadella's bet on the cloud in the past decade has paid rich dividends, and the division has become the biggest contributor of revenues to the company's top line. Azure, Microsoft's cloud solution, brings in more revenues than its Windows operating system and witnessed exponential growth during the pandemic. Its sales surged by 50% in the March quarter from the same period a year ago.8According to BofA's Sills, it should \"surpass 50% growth\" this quarter as well. Microsoft is the second biggest cloud provider after Amazon.com, Inc. (AMZN) and according to the latest reports is closing in on the leader.9\nThe Redmond, Washington-based giant shifted focus to the cloud for its best-selling productivity suite a decade ago, when it moved Microsoft Office online. Since then, it has introduced more products for the platform, culminating inthe recent announcementof Windows 365.\nDemand from the market has been strong. Office 365 had 300 million paid seats last quarter, and Microsoft 365, the company's productivity suite, boasted more than 50 million subscribers.10Videoconferencing software Teams, which competes with Zoom Video Communications, Inc. (ZM) had 145 million daily active users.\nAn increase in IT budgets should provide this segment of Microsoft's business with further ballast to increase revenue, according to analysts. Rosenblatt Securities analyst John McPeake estimates that demand for Office, Teams, and Dynamics is likely to grow in the double digits.\nThe third segment of Microsoft's business has also witnessed a pandemic lift as work from home policies forced people to buy more and larger devices. The company's gaming division benefitted from a pause in economic activity and office life. Gaming revenues were $3.6 billion, a 50% increase, during the March quarter. Minecraft, an online game that Microsoft purchased for $2.5 billion in 2014, had 140 million active users in the last quarter.11But the company has warned that constraints in supply of XBox Series X and S could affect growth in its gaming division.\nFor all the bullish expectations about the company’s performance, Microsoft itself has already warned that this quarter's performance will be affected by a change in circumstances. This time last year, usage and revenue for Microsoft products skyrocketed due to pandemic restrictions that curbed travel and in-person meetings. In contrast, several geographies in which the company operates have loosened or done away with last year's curbs. During the company's earnings call last quarter, Microsoft CFO Amy Hood said Search and LinkedIn will have positive growth as advertising and job markets return this quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}