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wei hong ng

wei hong ng

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2022-11-29

$TCH.HK 20221129 275.00 PUT$ $TCH.HK 20221129 275.00 PUT$

2022-11-14

$TCH.HK 20221229 260.00 PUT$ $TCH.HK 20221229 260.00 PUT$

2022-10-31

Sure is apple

5 Top Stocks for November

2022-10-28

Buy

Is Amazon A Buy After Q3 2022 Earnings? The Cloud Is Dissipating

2022-10-27

Badge 2

2022-10-27

$CRM 20221028 150.0 PUT$ $CRM 20221028 150.0 PUT$

2022-10-25

Nice stock

2022-10-12

$AAPL 20221021 130.0 PUT$

2021-07-27

$CFM HOLDINGS LIMITED(5EB.SI)$Waiting to fly

2021-07-20

Apple recover gogogo

2021-07-19

Apple gogoogo

2021-07-17

$CFM HOLDINGS LIMITED(5EB.SI)$Waiting to fly

2021-07-17

Apple gogooggo

2021-07-16

Good job dude

Ericsson Shares Fall On Missing Q2 Earnings; Notes Margin Expansion, Forges $8.3B 5G Deal With Verizon

2021-07-15

Pls avoid tis meme stock

2021-07-14

$Exela Technologies, Inc.(XELA)$Waiting to fly

2021-07-12

$Clover Health Corp(CLOV)$Gg... M. Mmm.

2021-07-12

Gg.......

2021-07-11

Waiting to fly again

2021-07-11

To fly steadily

Go to Tiger App to see more news

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apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982516910","repostId":"2279381784","repostType":4,"repost":{"id":"2279381784","pubTimestamp":1667186444,"share":"https://www.laohu8.com/m/news/2279381784?lang=&edition=full","pubTime":"2022-10-31 11:20","market":"us","language":"en","title":"5 Top Stocks for November","url":"https://stock-news.laohu8.com/highlight/detail?id=2279381784","media":"Motley Fool","summary":"A dynamic blend of growth, value, and dividend stocks worth considering now.","content":"<html><head></head><body><p>One of the greatest challenges of being a long-term investor is enduring market cycles. It can be downright perplexing to see individual stocks and sectors go from in favor to out of favor on a whim. But steep sell-offs and volatility can present impeccable buying opportunities for patient investors.</p><p>As a recent example, note that in 2020 the three worst-performing sectors in the <b>S&amp;P 500</b> were energy, real estate, and financials. The reverse was true the following year, as energy, real estate, and financials were, in order, the three best-performing sectors of 2021. While investors shouldn&#39;t expect these kinds of rapid reversals over the short term, it&#39;s worth noting that sharp price movements aren&#39;t always grounded in fundamentals and can have nothing to do with a core investment thesis.</p><p>Bear markets have historically presented impeccable buying opportunities -- but only for companies that have what it takes to overcome obstacles and grow over the long term. Here&#39;s why <b>Microsoft</b> (MSFT 4.02%), <b>Ford Motor Company </b>(F 2.00%), <b>The Trade Desk</b> (TTD -0.09%), <b>Vertex Pharmaceuticals</b> (VRTX 9.03%), and <b>Procter &amp; Gamble</b> (PG 2.53%) stand out as five compelling buys now.</p><p><img src=\"https://static.tigerbbs.com/721959ea517f07b0a10b3ff173760069\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Indispensable software products and cloud services</h2><p><b>Trevor Jennewine (Microsoft):</b> Microsoft saw its share price tumble more than 7% following its earnings report for the first fiscal quarter (ended Sept. 30, 2022). Revenue rose 11% to $50.1 billion, a big deceleration from 22% growth last year, and earnings fell 13% to $2.35 per diluted share. Worse yet, guidance came in short of Wall Street&#39;s expectations, as CFO Amy Hood said weak PC demand would persist into the second quarter, negatively impacting revenue from Windows and Surface devices. Hood also said ad spend on LinkedIn and Bing Search would likely suffer too.</p><p>However, things aren&#39;t as bad as they seem. Revenue actually climbed 16% when unfavorable foreign exchange rates are stripped out, and earnings climbed 11% when adjusted for a one-time tax benefit last year. Additionally, temporary economic headwinds may put pressure on Microsoft in the near term, but they leave the long-term investment thesis unchanged. That means short-sighted shareholders who sold the stock have created a buying opportunity for patient investors.</p><p>The bull case for Microsoft is straightforward. The company offers a range of mission-critical software and cloud services, and it has achieved a strong presence in several end markets. Most notably, Microsoft 365 brings together industry-leading tools like Office 365 for productivity, Power BI for business analytics, and Teams for communication and collaboration.</p><p>Microsoft is also a strong contender in several cybersecurity verticals -- access management, endpoint protection, security information, and event management -- and its security customer count jumped 33% to 860,000 in the most recent quarter. That puts Microsoft in front of a large growth opportunity, as the cybersecurity software market is expected to increase at 12% per year through the end of the decade, reaching $500 billion by 2030, according to Grand View Research.</p><p>Finally, Microsoft Azure is the second-largest cloud services provider. It trails <b>Amazon</b> Web Services by a wide margin, but it has twice as much market share as the third-place contender, <b>Alphabet</b>&#39;s Google Cloud. That bodes well for the future. Grand View Research estimates that cloud computing spend will grow at about 16% annually to approach $1.6 trillion by 2030.</p><p>Currently, Microsoft&#39;s share price sits 32% off its high, marking its greatest drop in the last decade. That&#39;s why this stock is worth buying in November.</p><h2>This long-term growth story is intact</h2><p><b>Neha Chamaria</b> <b>(Ford):</b> With Ford shares losing more than one-third of their value in 2022 so far, investors were pinning hopes on the auto giant&#39;s third-quarter numbers for some respite. Unfortunately, Ford reported a huge net loss for the quarter and trimmed its forecast for adjusted earnings before interest and tax (EBIT) for the full year.</p><p>Yet, Ford just made a smart business move, and while that may have driven its Q3 losses higher, it shows how management is focused on high-growth areas even if it means making some tough decisions. Also, it&#39;s not that Ford isn&#39;t growing at all, which is why you&#39;d want to give Ford stock a serious look while the market harps on near-term blips.</p><p>Ford is facing a problem with supply, not demand. At the end of September, Ford had nearly 40,000 vehicles in inventory that couldn&#39;t be sold because of a shortage of parts. Yet it still grew its revenue by 10% year over year in Q3 on robust demand and expects supply challenges to ease in the coming quarters. In fact, Ford expects its wholesale shipments -- or units sold primarily to dealers -- to rise 10% in 2022. Also, Ford&#39;s adjusted EBIT guidance of $11.5 billion for the full year still translates into nearly 15% growth over 2021.</p><p>In short, Ford may not be growing as fast as investors want it to, but it is growing at a decent pace despite the macroeconomic headwinds. Ford&#39;s electric vehicle (EV) sales are booming as well -- they tripled year over year in the month of September, with its F-150 Lightning pickup truck selling like hotcakes. And to double down on viable autonomous technologies, Ford will now build Level 2 and Level 3 self-driving technologies internally even as it announced plans to shut down Argo AI. It looks like a prudent move as Argo AI was focused on Level 4 technology, and so far, fully self-driven technology has proven to be more difficult than expected to develop and commercialize.</p><p>A big write-off on its Argo AI investment may have hit Ford&#39;s bottom line in Q3, but that shouldn&#39;t detract you from the steady growth in Ford&#39;s shipments, EV sales, and cash flows. Not to mention its growth plans.</p><h2>Booming business amid a sectorwide slowdown</h2><p><b>Anders Bylund (The Trade Desk):</b> I love to buy shares of excellent companies while they are cheap. That&#39;s a key ingredient in the classic investing mantra to &#34;buy low, sell high.&#34; It&#39;s even better when the company&#39;s business is booming, even though Wall Street tossed the stock in the bargain bin due to a systemic weakness in the relevant sector. A mismatch between expected weakness and robust results sets the stage for wealth-building returns in the long run.</p><p>That&#39;s exactly what I see in The Trade Desk right now. The stock trades roughly 40% lower year to date as investors wrestle with widely reported slowdowns in online advertising sales. The market reaction makes sense at a glance, since The Trade Desk makes its money by running automated digital ad campaigns on behalf of other companies.</p><p>However, The Trade Desk&#39;s business is firing on every available cylinder. Sales increased by 35% in the second quarter, compared to the year-ago period. Revenue, free cash flows, and cash reserves are skyrocketing, often leaving analyst estimates in the dust:</p><p><img src=\"https://static.tigerbbs.com/15983a818c72388d864adac89e6e0e73\" tg-width=\"1015\" tg-height=\"727\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TTD Free Cash Flow data by YCharts</p><p>The secret to The Trade Desk&#39;s success in a weak market is simple. Penny-pinching marketing campaign managers want to make the most of every ad-budget nickel in these challenging times. That&#39;s what The Trade Desk does best, adding data-driven value to its clients&#39; advertising efforts.</p><p>The company is set to report third-quarter results on Nov. 7. These reports don&#39;t always send share prices skyward, even when The Trade Desk presents impressive surprises on the top and bottom lines. Still, we are most likely about to get our hands on yet another piece of evidence that this company can thrive in a difficult market. Whether you buy The Trade Desk now at a deeper discount or wait for cold, hard financial gains in the earnings report, early November looks like a great time to pick up a few shares.</p><p>Rising from today&#39;s modest starting price, this stock can make you plenty of money in the long run.</p><h2>A winner with even better days ahead</h2><p><b>Keith Speights (Vertex Pharmaceuticals):</b> As 2022 winds down, the odds of the U.S. entering a recession appear to be increasing. Many, if not most, stocks will probably decline during an economic downturn. However, Vertex Pharmaceuticals is an exception. It&#39;s the kind of stock that&#39;s likely to thrive in a recession.</p><p>Vertex is certainly defying the bear market right now. The biotech stock has soared more than 40% year to date. I think this winner has even better days ahead.</p><p>All Vertex needs to do to continue growing its revenue and earnings is snag additional reimbursement deals and regulatory approvals for its existing cystic fibrosis (CF) drugs. That shouldn&#39;t be very difficult, in my view.</p><p>The company and its partner, <b>CRISPR Therapeutics</b>, hope to soon file for regulatory approvals of exa-cel in treating rare blood disorders beta-thalassemia and sickle cell disease. I think the prospects for Vertex to have another future blockbuster in its lineup with the gene-editing therapy look bright.</p><p>Vertex&#39;s pipeline also features three other promising late-stage programs. It could have yet another powerful CF therapy with the triple combination of VX-121/tezacaftor/VX-561. Non-opioid pain drug VX-548 has tremendous potential. Inaxaplin (VX-147) could be an effective treatment for APOL1-mediated kidney disease, an indication with a larger patient population than CF.</p><p>A recession wouldn&#39;t cause Vertex&#39;s CF therapy sales to decline. Neither would macroeconomic issues impact the company&#39;s drug development programs. With the signs pointing toward the economy potentially heading south, I think Vertex is an ideal stock to buy in November to weather the storm.</p><h2>Procter &amp; Gamble&#39;s consistency is unrivaled</h2><p><b>Daniel Foelber (Procter &amp; Gamble):</b> Currency weakness and inflation are taking a sledgehammer to the performance of U.S.-based companies -- particularly conglomerates with international exposure. Procter &amp; Gamble (P&amp;G) generates just over half of its sales from outside North America. A strong dollar means that international sales are effectively discounted relative to domestic sales, which impacts profitability.</p><p>In its Q1 fiscal 2023 presentation, P&amp;G forecasted a staggering $3.9 billion in full-year fiscal 2023 headwinds due to inflation, commodity, and currency-related factors. The $3.9 billion translates to an earnings per share (EPS) headwind of $1.57, or 27% of its full-year forecast.</p><p>Despite this challenge, P&amp;G is still forecasting flat to 4% core EPS growth in fiscal 2023, which is incredibly impressive given the impact of the headwinds discussed. P&amp;G plans to distribute $9 billion in dividends in fiscal 2023 and will likely raise its dividend for the 67th consecutive year. However, it&#39;s buying back less stock, with direct share repurchases at an estimated $6 billion to $8 billion compared to $10 billion in fiscal 2022.</p><p>P&amp;G&#39;s consistency deserves a premium valuation, no matter the market cycle. Even in the face of challenges, the company generates ample free cash flow to support a growing dividend and buybacks. After all, free cash flow used on dividends and buybacks is effectively cash that the company doesn&#39;t need to run the core business. Investors would be hard-pressed to find a company that is better insulated from economic headwinds than Procter &amp; Gamble. Its 22.9 price-to-earnings ratio isn&#39;t all that inexpensive relative to the rest of the market. But the quality of its dividend (yielding 2.8%) makes P&amp;G one of the most reliable ways to generate passive income.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Top Stocks for November</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\">\n5 Top Stocks for November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/30/5-top-stocks-for-november/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the greatest challenges of being a long-term investor is enduring market cycles. It can be downright perplexing to see individual stocks and sectors go from in favor to out of favor on a whim. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/30/5-top-stocks-for-november/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","BK4574":"无人驾驶","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0861579265.USD":"联博低波幅策略股票基金A","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4577":"网络游戏","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","SG9999001077.SGD":"United International Growth Fund SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","CF":"CF工业","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4576":"AR","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4566":"资本集团","PG":"宝洁","BK4018":"居家用品","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4558":"双十一","BK4535":"淡马锡持仓","F":"福特汽车","BK4023":"应用软件","BK4559":"巴菲特持仓","MSFT":"微软","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","LU0238689110.USD":"贝莱德环球动力股票基金","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/10/30/5-top-stocks-for-november/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2279381784","content_text":"One of the greatest challenges of being a long-term investor is enduring market cycles. It can be downright perplexing to see individual stocks and sectors go from in favor to out of favor on a whim. But steep sell-offs and volatility can present impeccable buying opportunities for patient investors.As a recent example, note that in 2020 the three worst-performing sectors in the S&P 500 were energy, real estate, and financials. The reverse was true the following year, as energy, real estate, and financials were, in order, the three best-performing sectors of 2021. While investors shouldn't expect these kinds of rapid reversals over the short term, it's worth noting that sharp price movements aren't always grounded in fundamentals and can have nothing to do with a core investment thesis.Bear markets have historically presented impeccable buying opportunities -- but only for companies that have what it takes to overcome obstacles and grow over the long term. Here's why Microsoft (MSFT 4.02%), Ford Motor Company (F 2.00%), The Trade Desk (TTD -0.09%), Vertex Pharmaceuticals (VRTX 9.03%), and Procter & Gamble (PG 2.53%) stand out as five compelling buys now.Image source: Getty Images.Indispensable software products and cloud servicesTrevor Jennewine (Microsoft): Microsoft saw its share price tumble more than 7% following its earnings report for the first fiscal quarter (ended Sept. 30, 2022). Revenue rose 11% to $50.1 billion, a big deceleration from 22% growth last year, and earnings fell 13% to $2.35 per diluted share. Worse yet, guidance came in short of Wall Street's expectations, as CFO Amy Hood said weak PC demand would persist into the second quarter, negatively impacting revenue from Windows and Surface devices. Hood also said ad spend on LinkedIn and Bing Search would likely suffer too.However, things aren't as bad as they seem. Revenue actually climbed 16% when unfavorable foreign exchange rates are stripped out, and earnings climbed 11% when adjusted for a one-time tax benefit last year. Additionally, temporary economic headwinds may put pressure on Microsoft in the near term, but they leave the long-term investment thesis unchanged. That means short-sighted shareholders who sold the stock have created a buying opportunity for patient investors.The bull case for Microsoft is straightforward. The company offers a range of mission-critical software and cloud services, and it has achieved a strong presence in several end markets. Most notably, Microsoft 365 brings together industry-leading tools like Office 365 for productivity, Power BI for business analytics, and Teams for communication and collaboration.Microsoft is also a strong contender in several cybersecurity verticals -- access management, endpoint protection, security information, and event management -- and its security customer count jumped 33% to 860,000 in the most recent quarter. That puts Microsoft in front of a large growth opportunity, as the cybersecurity software market is expected to increase at 12% per year through the end of the decade, reaching $500 billion by 2030, according to Grand View Research.Finally, Microsoft Azure is the second-largest cloud services provider. It trails Amazon Web Services by a wide margin, but it has twice as much market share as the third-place contender, Alphabet's Google Cloud. That bodes well for the future. Grand View Research estimates that cloud computing spend will grow at about 16% annually to approach $1.6 trillion by 2030.Currently, Microsoft's share price sits 32% off its high, marking its greatest drop in the last decade. That's why this stock is worth buying in November.This long-term growth story is intactNeha Chamaria (Ford): With Ford shares losing more than one-third of their value in 2022 so far, investors were pinning hopes on the auto giant's third-quarter numbers for some respite. Unfortunately, Ford reported a huge net loss for the quarter and trimmed its forecast for adjusted earnings before interest and tax (EBIT) for the full year.Yet, Ford just made a smart business move, and while that may have driven its Q3 losses higher, it shows how management is focused on high-growth areas even if it means making some tough decisions. Also, it's not that Ford isn't growing at all, which is why you'd want to give Ford stock a serious look while the market harps on near-term blips.Ford is facing a problem with supply, not demand. At the end of September, Ford had nearly 40,000 vehicles in inventory that couldn't be sold because of a shortage of parts. Yet it still grew its revenue by 10% year over year in Q3 on robust demand and expects supply challenges to ease in the coming quarters. In fact, Ford expects its wholesale shipments -- or units sold primarily to dealers -- to rise 10% in 2022. Also, Ford's adjusted EBIT guidance of $11.5 billion for the full year still translates into nearly 15% growth over 2021.In short, Ford may not be growing as fast as investors want it to, but it is growing at a decent pace despite the macroeconomic headwinds. Ford's electric vehicle (EV) sales are booming as well -- they tripled year over year in the month of September, with its F-150 Lightning pickup truck selling like hotcakes. And to double down on viable autonomous technologies, Ford will now build Level 2 and Level 3 self-driving technologies internally even as it announced plans to shut down Argo AI. It looks like a prudent move as Argo AI was focused on Level 4 technology, and so far, fully self-driven technology has proven to be more difficult than expected to develop and commercialize.A big write-off on its Argo AI investment may have hit Ford's bottom line in Q3, but that shouldn't detract you from the steady growth in Ford's shipments, EV sales, and cash flows. Not to mention its growth plans.Booming business amid a sectorwide slowdownAnders Bylund (The Trade Desk): I love to buy shares of excellent companies while they are cheap. That's a key ingredient in the classic investing mantra to \"buy low, sell high.\" It's even better when the company's business is booming, even though Wall Street tossed the stock in the bargain bin due to a systemic weakness in the relevant sector. A mismatch between expected weakness and robust results sets the stage for wealth-building returns in the long run.That's exactly what I see in The Trade Desk right now. The stock trades roughly 40% lower year to date as investors wrestle with widely reported slowdowns in online advertising sales. The market reaction makes sense at a glance, since The Trade Desk makes its money by running automated digital ad campaigns on behalf of other companies.However, The Trade Desk's business is firing on every available cylinder. Sales increased by 35% in the second quarter, compared to the year-ago period. Revenue, free cash flows, and cash reserves are skyrocketing, often leaving analyst estimates in the dust:TTD Free Cash Flow data by YChartsThe secret to The Trade Desk's success in a weak market is simple. Penny-pinching marketing campaign managers want to make the most of every ad-budget nickel in these challenging times. That's what The Trade Desk does best, adding data-driven value to its clients' advertising efforts.The company is set to report third-quarter results on Nov. 7. These reports don't always send share prices skyward, even when The Trade Desk presents impressive surprises on the top and bottom lines. Still, we are most likely about to get our hands on yet another piece of evidence that this company can thrive in a difficult market. Whether you buy The Trade Desk now at a deeper discount or wait for cold, hard financial gains in the earnings report, early November looks like a great time to pick up a few shares.Rising from today's modest starting price, this stock can make you plenty of money in the long run.A winner with even better days aheadKeith Speights (Vertex Pharmaceuticals): As 2022 winds down, the odds of the U.S. entering a recession appear to be increasing. Many, if not most, stocks will probably decline during an economic downturn. However, Vertex Pharmaceuticals is an exception. It's the kind of stock that's likely to thrive in a recession.Vertex is certainly defying the bear market right now. The biotech stock has soared more than 40% year to date. I think this winner has even better days ahead.All Vertex needs to do to continue growing its revenue and earnings is snag additional reimbursement deals and regulatory approvals for its existing cystic fibrosis (CF) drugs. That shouldn't be very difficult, in my view.The company and its partner, CRISPR Therapeutics, hope to soon file for regulatory approvals of exa-cel in treating rare blood disorders beta-thalassemia and sickle cell disease. I think the prospects for Vertex to have another future blockbuster in its lineup with the gene-editing therapy look bright.Vertex's pipeline also features three other promising late-stage programs. It could have yet another powerful CF therapy with the triple combination of VX-121/tezacaftor/VX-561. Non-opioid pain drug VX-548 has tremendous potential. Inaxaplin (VX-147) could be an effective treatment for APOL1-mediated kidney disease, an indication with a larger patient population than CF.A recession wouldn't cause Vertex's CF therapy sales to decline. Neither would macroeconomic issues impact the company's drug development programs. With the signs pointing toward the economy potentially heading south, I think Vertex is an ideal stock to buy in November to weather the storm.Procter & Gamble's consistency is unrivaledDaniel Foelber (Procter & Gamble): Currency weakness and inflation are taking a sledgehammer to the performance of U.S.-based companies -- particularly conglomerates with international exposure. Procter & Gamble (P&G) generates just over half of its sales from outside North America. A strong dollar means that international sales are effectively discounted relative to domestic sales, which impacts profitability.In its Q1 fiscal 2023 presentation, P&G forecasted a staggering $3.9 billion in full-year fiscal 2023 headwinds due to inflation, commodity, and currency-related factors. The $3.9 billion translates to an earnings per share (EPS) headwind of $1.57, or 27% of its full-year forecast.Despite this challenge, P&G is still forecasting flat to 4% core EPS growth in fiscal 2023, which is incredibly impressive given the impact of the headwinds discussed. P&G plans to distribute $9 billion in dividends in fiscal 2023 and will likely raise its dividend for the 67th consecutive year. However, it's buying back less stock, with direct share repurchases at an estimated $6 billion to $8 billion compared to $10 billion in fiscal 2022.P&G's consistency deserves a premium valuation, no matter the market cycle. Even in the face of challenges, the company generates ample free cash flow to support a growing dividend and buybacks. After all, free cash flow used on dividends and buybacks is effectively cash that the company doesn't need to run the core business. Investors would be hard-pressed to find a company that is better insulated from economic headwinds than Procter & Gamble. Its 22.9 price-to-earnings ratio isn't all that inexpensive relative to the rest of the market. But the quality of its dividend (yielding 2.8%) makes P&G one of the most reliable ways to generate passive income.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986604541,"gmtCreate":1666933881784,"gmtModify":1676537834483,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Buy&nbsp;","listText":"Buy&nbsp;","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986604541","repostId":"1110500830","repostType":4,"repost":{"id":"1110500830","pubTimestamp":1666929244,"share":"https://www.laohu8.com/m/news/1110500830?lang=&edition=full","pubTime":"2022-10-28 11:54","market":"us","language":"en","title":"Is Amazon A Buy After Q3 2022 Earnings? The Cloud Is Dissipating","url":"https://stock-news.laohu8.com/highlight/detail?id=1110500830","media":"Seeking Alpha","summary":"SummaryFor Amazon, a \"dissipating cloud\" does not necessarily imply a positive connotation.AWS, Amaz","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>For Amazon, a &#34;dissipating cloud&#34; does not necessarily imply a positive connotation.</li><li>AWS, Amazon&#39;s cloud, has been key to supporting the stock&#39;s valuation this year, as its core commerce business reels from both an internal mismanagement on utilization and looming consumer weakness.</li><li>But even then, the strength of the cloud is going, with AWS showing more prominent signs of structural deceleration during the third quarter.</li><li>This might expose the stock to further downtrends in tandem with broader market declines within the near term, as investors adjust expectations, creating a compelling risk/reward opportunity for Amazon&#39;s ultimate recovery once cyclical headwinds subside.</li></ul><p>Amazon&#39;s stock (NASDAQ: AMZN) has lost more than 30% of its market value this year. Investor confidence in the stock has been weak since Amazon’s core commerce business took a sharp turn from the pandemic-era boom to underutilization earlier in the year. The inefficiencies had left Amazon in a scramble for aggressive cost-cutting opportunities – spanning abandoned capacity expansion to swift shutdowns of unprofitable projects. And now a looming economic downturn risks spurring further consumer weakness ahead, casting a shadow over any possibilities for a rapid recovery in its core commerce business within the near term. This is further corroborated by management’s conservative view on prospects in the current quarter, projecting 2% to 8% revenue growth inclusive of FX headwinds, despite cautious market optimism for a seasonality-driven boost in the current quarter.</p><p>Meanwhile, AWS has largely been the backbone of any bullish thesis supporting the stock this year, making up for the core commerce moat’s shortfall as a result of both earlier mismanagement on capacity and utilization, and impacts of the unexpected economic downturn that has come down hard and fast. Yet, the AWS cloud that has largely shielded Amazon from a greater selloff is showing signs of dissipation. While AWS take-rates in the third quarter remained resilient, with cloud spending amongst the IT environment still viewed as critical to stay economically and operationally competitive, there are growing signs of market share erosion – which has long been expected given the massive magnitude of the segment and long streak of double-digit growth that appears to be falling behind that of peers. While Wall Street as long been unanimously bullish on Amazon, we believe that link is starting to weaken, especially as AWS’ impressive growth streak is starting to show early signs of moderation.</p><p>Amazon&#39;s stock currently trades at a whopping 70x forward earnings, while the large-cap peer group trades at an average of about 28x. However, it is important to consider that the company’s margins have been battered this year due to non-cyclical factors (e.g., utilization mismanagement), which has contributed to a significant diversion between its earnings and sales valuation multiples. By taking Amazon’s sales multiples (e.g., forward EV/sales and forward price/sales) as a gauge for its market value relative to peers instead, which makes a better reflection of its normalized business performance relative to peers’, the stock remains undervalued, supporting longer-term upside potential.</p><p>However, given Amazon’s dissipating cloud strength, and ongoing consumer weakness that will continue to put pressure on its core commerce business within the near term, the stock will likely be subject to greater vulnerability to volatile market sentiment over the coming months until the macro-overhang subsides. This is especially true given investors’ increasing preference for profitability under the current market climate – meaning that while core commerce’s profit margin improvement in the third quarter is welcomed, it will need to ratchet up further at a sustained pace to keep up with anticipated deceleration in AWS, and alleviate the latter’s burden of having to carry Amazon’s consolidated valuation prospects.</p><p><b>Is AWS At Risk?</b></p><p>AWS is currently the leading public cloud service vendor, accounting for about a third of the global market share. It also continues to lead its key rivals, namely Microsoft’s Azure(MSFT) and Alphabet’sGoogle Cloud Platform(GOOG/GOOGL), by wide margins. Specifically, Azure is a distant second, commanding about 20% of the global cloud market, and GCP about 10% in third place.</p><p>AWS has been a key driver of Amazon’s valuation given its impressive growth and margin expansion trajectory, acting as a key “barometer” of the company’s future prospects – especially in recent quarters, compensating for the growth slowdown and deteriorating profit margins in the core commerce segment. Despite Amazon’s likely conservative outlook for AWS implied through modest consolidated growth for the current quarter – which we view as a welcomed and reasonable move to temper investors’ expectations given the business’ massive size, and consistent with Azure’s modest guidance earlier this week. It is important to recognize that cloud spending remains resilient given “secular shift and prioritization for corporates”.</p><p>Yet, after sustaining more than six quarters of consecutive 30%-plus y/y growth, the segment is starting to show signs of structural deceleration, with third quarter growth coming in at 28% on a constant currency basis compared to the same period last year – an imminent occurrence given its massive magnitude of growth and business volume achieved in recent years. AWS’ multi-year compounded annual growth rate in the past five years has moderated to about 26%, while Azure’s is at the 40%-range and GCP at the high-30%-range.</p><p>And while AWS remains the unmatched market leader by wide margins, the gap is gradually narrowing. Specifically, recent third-party data shows that spending intentions for Azure and GCP are on the rise, as corporates turn to a multi-cloud strategy for benefits that include “risk mitigation, reliability/redundancy, multi-function availability, and mostly importantly, cost-efficiencies”.</p><p>Given AWS is already the dominant public cloud service vendor on the market, it is hard for it to take further advantage of increasing multi-cloud momentum. In a recent sentiment check survey performed by RBC Capital Markets, about 57% of corporates looking to ramp up investments in cloud have noted AWS as a potential beneficiary over the next 12 months, compared with 73% for GCP and 71% for Azure. AWS is also starting to lose share to key rival Azure amongst large enterprise cloud spending – the latter has taken over AWS as the leading public cloud service provider for enterprises generating more than $5 billion in annual revenues, acquiring more than 50% share in the cohort while AWS only captures a little more than 30%. And while AWS remains the market share leader in the largest cloud spending segments – namely, medium-sized enterprises with annual revenues spanning $1 billion and $5 billion, and small enterprises with annual revenues of less than $1 billion – rivals Azure and GCP are catching up fast. AWS currently commands about 60% of global cloud market share across medium-sized enterprises, while Azure accounts for more than 40%; and across small enterprises, AWS commands about a 40% share while Azure and GCP account for 30%.</p><p><b>Implications of a Potential AWS Slowdown</b></p><p>What these trends, paired with tempered expectations from management’s forward guidance provided, imply is that AWS is likely headed towards the beginning of moderation, with its high-flying growth coming to a gradual deceleration as it continues to take advantage of secular demand for cloud-computing solutions over coming years. Meanwhile, the rapid growth it once enjoyed will now likely rotate to peers as they benefit from the increasing adoption of a multi-cloud strategy across the corporate sector, effectively narrowing their respective market shares’ distance from AWS’.</p><p>With AWS being Amazon’s core profit engine, the increasing pace of moderation will likely bode unfavourably for the stock’s near-term performance – especially as its core commerce segment also reels from souring consumer sentiment ahead of a cyclical downturn. This means whatever Amazon is doing now to improve its core commerce’s growth and profit margins – whether it is slashing budgets for non-profitable projects, dialing down the pace of fulfilment capacity expansion, slowing the pace of hiring, and/or improved value proposition to drive increased Prime demand – needs step it up a notch further, as AWS’ strength may not overshadow core commerce’s near-term weakness much longer to uphold Amazon’s valuation prospects.</p><p>Looking ahead, these trends may also push investors to look for new areas of growth and profitability in the company – especially advertising, which represents another secular demand environment as digital ad formats rapidly displace traditional channels like linear TV, radio and paper. As discussed in our previous coverage on the stock, Amazon’s advertising business benefits greatly from its first-party data advantage, which reduces reliance on third-party user data that now faces “signal [loss] dynamics” stemming from Apple’s (AAPL)privacy policy changes implemented last year. The value of this competitive advantage is further corroborated by resilience and momentum demonstrated in Amazon’s advertising business (+30% y/y; +9% q/q) in the third quarter despite cautions advertiser spending ahead of a looming economic slowdown, which reinforces robust forward prospects. Recent market research has also echoed similarly favourable trends for Amazon’s growing advertising business, a high-margin revenue stream that will continue to contribute positively to the company’s bottom-line over the longer-term:</p><blockquote>Retail media advertising will increase from $31 billion this year to $42 billion in 2023. The bulk of it comes from Amazon’s product search but all other large retailers are now developing advertising sales through keyword search or display ads on their apps and websites. Retail media is mostly fuelled by consumer brands reallocating below-the-line, trade-marketing budgets from in-store towards digital retail networks, as a greater percentage of retail sales comes from e-commerce. Furthermore, retail-owned media networks are mostly immune from the privacy-based limitations on data usage and targeting, that display or social media owner’s face, because they can leverage their own first-party data.</blockquote><blockquote>Source:Magna Advertising Forecast, U.S. Fall Update (September 2022)</blockquote><p><b>Final Thoughts</b></p><p>We remain optimistic that Amazon will be able to maintain and restore strength to its core commerce moat, though the undertaking may take longer-than-expected given near-term macro headwinds beyond the company’s control. In the meantime, AWS will continue to be the core saviour of Amazon’s valuation. But considering it may not be able to hold onto the role much longer ahead of imminent deceleration, Amazon&#39;s stock might become more susceptible to further downtrends in tandem with the souring near-term market outlook. In the near- to medium-term, we believe investor expectations for core commerce improvements will increase despite anticipated consumer weakness to make up for potential deceleration in AWS, with more focus diverted towards momentum in Amazon’s ad sales, an emerging core profit engine. For now, Amazon&#39;s stock will likely become less protected from increasingly fragile market sentiment over coming months as expectations adjust, which could potentially create better entry opportunities for eventual upsides once consumer headwinds subside.</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>Is Amazon A Buy After Q3 2022 Earnings? The Cloud Is Dissipating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon A Buy After Q3 2022 Earnings? The Cloud Is Dissipating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 11:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4550073-is-amazon-a-buy-after-q3-2022-earnings-the-cloud-is-dissipating><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFor Amazon, a \"dissipating cloud\" does not necessarily imply a positive connotation.AWS, Amazon's cloud, has been key to supporting the stock's valuation this year, as its core commerce ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550073-is-amazon-a-buy-after-q3-2022-earnings-the-cloud-is-dissipating\">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"},"source_url":"https://seekingalpha.com/article/4550073-is-amazon-a-buy-after-q3-2022-earnings-the-cloud-is-dissipating","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110500830","content_text":"SummaryFor Amazon, a \"dissipating cloud\" does not necessarily imply a positive connotation.AWS, Amazon's cloud, has been key to supporting the stock's valuation this year, as its core commerce business reels from both an internal mismanagement on utilization and looming consumer weakness.But even then, the strength of the cloud is going, with AWS showing more prominent signs of structural deceleration during the third quarter.This might expose the stock to further downtrends in tandem with broader market declines within the near term, as investors adjust expectations, creating a compelling risk/reward opportunity for Amazon's ultimate recovery once cyclical headwinds subside.Amazon's stock (NASDAQ: AMZN) has lost more than 30% of its market value this year. Investor confidence in the stock has been weak since Amazon’s core commerce business took a sharp turn from the pandemic-era boom to underutilization earlier in the year. The inefficiencies had left Amazon in a scramble for aggressive cost-cutting opportunities – spanning abandoned capacity expansion to swift shutdowns of unprofitable projects. And now a looming economic downturn risks spurring further consumer weakness ahead, casting a shadow over any possibilities for a rapid recovery in its core commerce business within the near term. This is further corroborated by management’s conservative view on prospects in the current quarter, projecting 2% to 8% revenue growth inclusive of FX headwinds, despite cautious market optimism for a seasonality-driven boost in the current quarter.Meanwhile, AWS has largely been the backbone of any bullish thesis supporting the stock this year, making up for the core commerce moat’s shortfall as a result of both earlier mismanagement on capacity and utilization, and impacts of the unexpected economic downturn that has come down hard and fast. Yet, the AWS cloud that has largely shielded Amazon from a greater selloff is showing signs of dissipation. While AWS take-rates in the third quarter remained resilient, with cloud spending amongst the IT environment still viewed as critical to stay economically and operationally competitive, there are growing signs of market share erosion – which has long been expected given the massive magnitude of the segment and long streak of double-digit growth that appears to be falling behind that of peers. While Wall Street as long been unanimously bullish on Amazon, we believe that link is starting to weaken, especially as AWS’ impressive growth streak is starting to show early signs of moderation.Amazon's stock currently trades at a whopping 70x forward earnings, while the large-cap peer group trades at an average of about 28x. However, it is important to consider that the company’s margins have been battered this year due to non-cyclical factors (e.g., utilization mismanagement), which has contributed to a significant diversion between its earnings and sales valuation multiples. By taking Amazon’s sales multiples (e.g., forward EV/sales and forward price/sales) as a gauge for its market value relative to peers instead, which makes a better reflection of its normalized business performance relative to peers’, the stock remains undervalued, supporting longer-term upside potential.However, given Amazon’s dissipating cloud strength, and ongoing consumer weakness that will continue to put pressure on its core commerce business within the near term, the stock will likely be subject to greater vulnerability to volatile market sentiment over the coming months until the macro-overhang subsides. This is especially true given investors’ increasing preference for profitability under the current market climate – meaning that while core commerce’s profit margin improvement in the third quarter is welcomed, it will need to ratchet up further at a sustained pace to keep up with anticipated deceleration in AWS, and alleviate the latter’s burden of having to carry Amazon’s consolidated valuation prospects.Is AWS At Risk?AWS is currently the leading public cloud service vendor, accounting for about a third of the global market share. It also continues to lead its key rivals, namely Microsoft’s Azure(MSFT) and Alphabet’sGoogle Cloud Platform(GOOG/GOOGL), by wide margins. Specifically, Azure is a distant second, commanding about 20% of the global cloud market, and GCP about 10% in third place.AWS has been a key driver of Amazon’s valuation given its impressive growth and margin expansion trajectory, acting as a key “barometer” of the company’s future prospects – especially in recent quarters, compensating for the growth slowdown and deteriorating profit margins in the core commerce segment. Despite Amazon’s likely conservative outlook for AWS implied through modest consolidated growth for the current quarter – which we view as a welcomed and reasonable move to temper investors’ expectations given the business’ massive size, and consistent with Azure’s modest guidance earlier this week. It is important to recognize that cloud spending remains resilient given “secular shift and prioritization for corporates”.Yet, after sustaining more than six quarters of consecutive 30%-plus y/y growth, the segment is starting to show signs of structural deceleration, with third quarter growth coming in at 28% on a constant currency basis compared to the same period last year – an imminent occurrence given its massive magnitude of growth and business volume achieved in recent years. AWS’ multi-year compounded annual growth rate in the past five years has moderated to about 26%, while Azure’s is at the 40%-range and GCP at the high-30%-range.And while AWS remains the unmatched market leader by wide margins, the gap is gradually narrowing. Specifically, recent third-party data shows that spending intentions for Azure and GCP are on the rise, as corporates turn to a multi-cloud strategy for benefits that include “risk mitigation, reliability/redundancy, multi-function availability, and mostly importantly, cost-efficiencies”.Given AWS is already the dominant public cloud service vendor on the market, it is hard for it to take further advantage of increasing multi-cloud momentum. In a recent sentiment check survey performed by RBC Capital Markets, about 57% of corporates looking to ramp up investments in cloud have noted AWS as a potential beneficiary over the next 12 months, compared with 73% for GCP and 71% for Azure. AWS is also starting to lose share to key rival Azure amongst large enterprise cloud spending – the latter has taken over AWS as the leading public cloud service provider for enterprises generating more than $5 billion in annual revenues, acquiring more than 50% share in the cohort while AWS only captures a little more than 30%. And while AWS remains the market share leader in the largest cloud spending segments – namely, medium-sized enterprises with annual revenues spanning $1 billion and $5 billion, and small enterprises with annual revenues of less than $1 billion – rivals Azure and GCP are catching up fast. AWS currently commands about 60% of global cloud market share across medium-sized enterprises, while Azure accounts for more than 40%; and across small enterprises, AWS commands about a 40% share while Azure and GCP account for 30%.Implications of a Potential AWS SlowdownWhat these trends, paired with tempered expectations from management’s forward guidance provided, imply is that AWS is likely headed towards the beginning of moderation, with its high-flying growth coming to a gradual deceleration as it continues to take advantage of secular demand for cloud-computing solutions over coming years. Meanwhile, the rapid growth it once enjoyed will now likely rotate to peers as they benefit from the increasing adoption of a multi-cloud strategy across the corporate sector, effectively narrowing their respective market shares’ distance from AWS’.With AWS being Amazon’s core profit engine, the increasing pace of moderation will likely bode unfavourably for the stock’s near-term performance – especially as its core commerce segment also reels from souring consumer sentiment ahead of a cyclical downturn. This means whatever Amazon is doing now to improve its core commerce’s growth and profit margins – whether it is slashing budgets for non-profitable projects, dialing down the pace of fulfilment capacity expansion, slowing the pace of hiring, and/or improved value proposition to drive increased Prime demand – needs step it up a notch further, as AWS’ strength may not overshadow core commerce’s near-term weakness much longer to uphold Amazon’s valuation prospects.Looking ahead, these trends may also push investors to look for new areas of growth and profitability in the company – especially advertising, which represents another secular demand environment as digital ad formats rapidly displace traditional channels like linear TV, radio and paper. As discussed in our previous coverage on the stock, Amazon’s advertising business benefits greatly from its first-party data advantage, which reduces reliance on third-party user data that now faces “signal [loss] dynamics” stemming from Apple’s (AAPL)privacy policy changes implemented last year. The value of this competitive advantage is further corroborated by resilience and momentum demonstrated in Amazon’s advertising business (+30% y/y; +9% q/q) in the third quarter despite cautions advertiser spending ahead of a looming economic slowdown, which reinforces robust forward prospects. Recent market research has also echoed similarly favourable trends for Amazon’s growing advertising business, a high-margin revenue stream that will continue to contribute positively to the company’s bottom-line over the longer-term:Retail media advertising will increase from $31 billion this year to $42 billion in 2023. The bulk of it comes from Amazon’s product search but all other large retailers are now developing advertising sales through keyword search or display ads on their apps and websites. Retail media is mostly fuelled by consumer brands reallocating below-the-line, trade-marketing budgets from in-store towards digital retail networks, as a greater percentage of retail sales comes from e-commerce. Furthermore, retail-owned media networks are mostly immune from the privacy-based limitations on data usage and targeting, that display or social media owner’s face, because they can leverage their own first-party data.Source:Magna Advertising Forecast, U.S. Fall Update (September 2022)Final ThoughtsWe remain optimistic that Amazon will be able to maintain and restore strength to its core commerce moat, though the undertaking may take longer-than-expected given near-term macro headwinds beyond the company’s control. In the meantime, AWS will continue to be the core saviour of Amazon’s valuation. But considering it may not be able to hold onto the role much longer ahead of imminent deceleration, Amazon's stock might become more susceptible to further downtrends in tandem with the souring near-term market outlook. In the near- to medium-term, we believe investor expectations for core commerce improvements will increase despite anticipated consumer weakness to make up for potential deceleration in AWS, with more focus diverted towards momentum in Amazon’s ad sales, an emerging core profit engine. For now, Amazon's stock will likely become less protected from increasingly fragile market sentiment over coming months as expectations adjust, which could potentially create better entry opportunities for eventual upsides once consumer headwinds subside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986975905,"gmtCreate":1666881331607,"gmtModify":1676537823447,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Badge 2","listText":"Badge 2","text":"Badge 2","images":[{"img":"https://community-static.tradeup.com/news/b5c76026a281a927d8b65299e10e2d5d","width":"1080","height":"1712"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986975905","isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9986972107,"gmtCreate":1666881274910,"gmtModify":1676537823431,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/CRM 20221028 150.0 PUT\">$CRM 20221028 150.0 PUT$ </a><a href=\"https://ttm.financial/OPT/CRM 20221028 150.0 PUT\">$CRM 20221028 150.0 PUT$</a> &nbsp;","listText":"<a href=\"https://ttm.financial/OPT/CRM 20221028 150.0 PUT\">$CRM 20221028 150.0 PUT$ </a><a href=\"https://ttm.financial/OPT/CRM 20221028 150.0 PUT\">$CRM 20221028 150.0 PUT$</a> &nbsp;","text":"$CRM 20221028 150.0 PUT$ $CRM 20221028 150.0 PUT$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986972107","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988838436,"gmtCreate":1666713428325,"gmtModify":1676537794581,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Nice stock&nbsp;","listText":"Nice stock&nbsp;","text":"Nice stock","images":[{"img":"https://community-static.tradeup.com/news/782d9a54a71113dc54ee3ef155b61d37","width":"1080","height":"1237"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988838436","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9917436825,"gmtCreate":1665558071868,"gmtModify":1676537627243,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/AAPL 20221021 130.0 PUT\">$AAPL 20221021 130.0 PUT$</a>","listText":"<a href=\"https://ttm.financial/OPT/AAPL 20221021 130.0 PUT\">$AAPL 20221021 130.0 PUT$</a>","text":"$AAPL 20221021 130.0 PUT$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917436825","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809575630,"gmtCreate":1627383501920,"gmtModify":1703488825104,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5EB.SI\">$CFM HOLDINGS LIMITED(5EB.SI)$</a>Waiting to fly","listText":"<a href=\"https://laohu8.com/S/5EB.SI\">$CFM HOLDINGS LIMITED(5EB.SI)$</a>Waiting to fly","text":"$CFM HOLDINGS LIMITED(5EB.SI)$Waiting to 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gogoogo","images":[{"img":"https://static.tigerbbs.com/2b56e8495891c8e1ea7eefceaa3299a9","width":"1080","height":"3588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173108396","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":179179519,"gmtCreate":1626497477531,"gmtModify":1703761172328,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5EB.SI\">$CFM HOLDINGS LIMITED(5EB.SI)$</a>Waiting to fly&nbsp;","listText":"<a href=\"https://laohu8.com/S/5EB.SI\">$CFM HOLDINGS LIMITED(5EB.SI)$</a>Waiting to fly&nbsp;","text":"$CFM HOLDINGS LIMITED(5EB.SI)$Waiting to fly","images":[{"img":"https://static.tigerbbs.com/7f5deef7ce701975b789b78cfc2de637","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179179519","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":179170475,"gmtCreate":1626497405197,"gmtModify":1703761171348,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Apple gogooggo","listText":"Apple gogooggo","text":"Apple gogooggo","images":[{"img":"https://static.tigerbbs.com/f20eaca311b6243a4acb63e0670b7421","width":"1080","height":"3588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179170475","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":170264290,"gmtCreate":1626437199610,"gmtModify":1703760128768,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Good job dude","listText":"Good job dude","text":"Good job dude","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170264290","repostId":"2151587509","repostType":4,"repost":{"id":"2151587509","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626431493,"share":"https://www.laohu8.com/m/news/2151587509?lang=&edition=full","pubTime":"2021-07-16 18:31","market":"us","language":"en","title":"Ericsson Shares Fall On Missing Q2 Earnings; Notes Margin Expansion, Forges $8.3B 5G Deal With Verizon","url":"https://stock-news.laohu8.com/highlight/detail?id=2151587509","media":"Benzinga","summary":"\n","content":"<ul>\n <li><b>Telefonaktiebolaget LM Ericsson&nbsp;</b>(NASDAQ:ERIC)&nbsp;inked a multi-year agreement&nbsp;worth $8.3 billion with&nbsp;<b>Verizon Communications Inc&nbsp;</b>(NYSE:VZ) to provide its 5G solutions to accelerate Verizon's deployment of 5G network in the U.S.</li>\n <li>Ericsson plans to leverage Cloud RAN and our Street Macro solutions, adding depth and versatility to 5G network rollouts across the U.S. under the arrangement.</li>\n <li>Verizon will deploy Ericsson's 5G MIMO C-band, low-band, and millimeter wave (mmWave) solutions to enhance and expand Verizon's 5G Ultra Wideband coverage, network performance, and user experience.</li>\n <li>Additionally, Ericsson reported second-quarter FY21 revenue of $6.53 billion, missing analyst consensus of $6.67 billion.</li>\n <li>Group organic sales grew by 8% Y/Y.</li>\n <li>Organic sales in Networks rose 11% Y/Y, and Digital Services were stable Y/Y.</li>\n <li>It reported an EPS of $0.14, missing analyst consensus of $0.15.</li>\n <li>The&nbsp;adjusted gross margin&nbsp;expanded 520 basis points to 43.4%, driven by operational leverage in Networks.</li>\n <li>The adjusted EBIT margin expanded 240 basis points to 10.6%.</li>\n <li>The company raised the RAN market outlook for 2021 from 3% YoY growth to 10%.</li>\n <li><b>Price action:</b>&nbsp;ERIC shares traded lower by 8.68% at $12.10 in the premarket session on the last check Friday.</li>\n</ul>","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>Ericsson Shares Fall On Missing Q2 Earnings; Notes Margin Expansion, Forges $8.3B 5G Deal With Verizon</title>\n<style 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}\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\">\nEricsson Shares Fall On Missing Q2 Earnings; Notes Margin Expansion, Forges $8.3B 5G Deal With Verizon\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-16 18:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li><b>Telefonaktiebolaget LM Ericsson&nbsp;</b>(NASDAQ:ERIC)&nbsp;inked a multi-year agreement&nbsp;worth $8.3 billion with&nbsp;<b>Verizon Communications Inc&nbsp;</b>(NYSE:VZ) to provide its 5G solutions to accelerate Verizon's deployment of 5G network in the U.S.</li>\n <li>Ericsson plans to leverage Cloud RAN and our Street Macro solutions, adding depth and versatility to 5G network rollouts across the U.S. under the arrangement.</li>\n <li>Verizon will deploy Ericsson's 5G MIMO C-band, low-band, and millimeter wave (mmWave) solutions to enhance and expand Verizon's 5G Ultra Wideband coverage, network performance, and user experience.</li>\n <li>Additionally, Ericsson reported second-quarter FY21 revenue of $6.53 billion, missing analyst consensus of $6.67 billion.</li>\n <li>Group organic sales grew by 8% Y/Y.</li>\n <li>Organic sales in Networks rose 11% Y/Y, and Digital Services were stable Y/Y.</li>\n <li>It reported an EPS of $0.14, missing analyst consensus of $0.15.</li>\n <li>The&nbsp;adjusted gross margin&nbsp;expanded 520 basis points to 43.4%, driven by operational leverage in Networks.</li>\n <li>The adjusted EBIT margin expanded 240 basis points to 10.6%.</li>\n <li>The company raised the RAN market outlook for 2021 from 3% YoY growth to 10%.</li>\n <li><b>Price action:</b>&nbsp;ERIC shares traded lower by 8.68% at $12.10 in the premarket session on the last check Friday.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ERIC":"爱立信","VZ":"威瑞森","QTWO":"Q2 Holdings Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151587509","content_text":"Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC) inked a multi-year agreement worth $8.3 billion with Verizon Communications Inc (NYSE:VZ) to provide its 5G solutions to accelerate Verizon's deployment of 5G network in the U.S.\nEricsson plans to leverage Cloud RAN and our Street Macro solutions, adding depth and versatility to 5G network rollouts across the U.S. under the arrangement.\nVerizon will deploy Ericsson's 5G MIMO C-band, low-band, and millimeter wave (mmWave) solutions to enhance and expand Verizon's 5G Ultra Wideband coverage, network performance, and user experience.\nAdditionally, Ericsson reported second-quarter FY21 revenue of $6.53 billion, missing analyst consensus of $6.67 billion.\nGroup organic sales grew by 8% Y/Y.\nOrganic sales in Networks rose 11% Y/Y, and Digital Services were stable Y/Y.\nIt reported an EPS of $0.14, missing analyst consensus of $0.15.\nThe adjusted gross margin expanded 520 basis points to 43.4%, driven by operational leverage in Networks.\nThe adjusted EBIT margin expanded 240 basis points to 10.6%.\nThe company raised the RAN market outlook for 2021 from 3% YoY growth to 10%.\nPrice action: ERIC shares traded lower by 8.68% at $12.10 in the premarket session on the last check Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147892508,"gmtCreate":1626347735404,"gmtModify":1703758355052,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Pls avoid tis meme stock&nbsp;","listText":"Pls avoid tis meme stock&nbsp;","text":"Pls avoid tis meme stock","images":[{"img":"https://static.tigerbbs.com/9783a115e89961232b5d7f27c1f9ce01","width":"1080","height":"3588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147892508","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":144155665,"gmtCreate":1626272935457,"gmtModify":1703756875677,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Waiting to fly","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Waiting to fly","text":"$Exela Technologies, Inc.(XELA)$Waiting to fly","images":[{"img":"https://static.tigerbbs.com/f1fb389503c58c12c223cfc2883665da","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144155665","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":146747397,"gmtCreate":1626101123219,"gmtModify":1703753476990,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>Gg... M. Mmm.&nbsp;","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>Gg... M. Mmm.&nbsp;","text":"$Clover Health Corp(CLOV)$Gg... M. Mmm.","images":[{"img":"https://static.tigerbbs.com/1319610f63bed4563c5e2881555293fc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/146747397","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":146744939,"gmtCreate":1626101091321,"gmtModify":1703753475999,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Gg.......&nbsp;","listText":"Gg.......&nbsp;","text":"Gg.......","images":[{"img":"https://static.tigerbbs.com/20636f8166ae2e129e5ed619c0d85a44","width":"1080","height":"3489"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146744939","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":148408996,"gmtCreate":1625998360515,"gmtModify":1703751789666,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Waiting to fly again&nbsp;","listText":"Waiting to fly again&nbsp;","text":"Waiting to fly again","images":[{"img":"https://static.tigerbbs.com/9631e6f5c412a5f06283db2fb6b42f90","width":"1080","height":"2548"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148408996","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":148324688,"gmtCreate":1625933961644,"gmtModify":1703751042306,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"To fly steadily&nbsp;","listText":"To fly steadily&nbsp;","text":"To fly steadily","images":[{"img":"https://static.tigerbbs.com/f8817816316901d12d2e2cb97ceec365","width":"1080","height":"2548"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148324688","isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":146747397,"gmtCreate":1626101123219,"gmtModify":1703753476990,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>Gg... M. Mmm.&nbsp;","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>Gg... M. Mmm.&nbsp;","text":"$Clover Health Corp(CLOV)$Gg... M. Mmm.","images":[{"img":"https://static.tigerbbs.com/1319610f63bed4563c5e2881555293fc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/146747397","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":159206303,"gmtCreate":1624967697902,"gmtModify":1703848995639,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Looking forward for this lovely baby&nbsp;","listText":"Looking forward for this lovely baby&nbsp;","text":"Looking forward for this lovely baby","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159206303","repostId":"2146388793","repostType":4,"repost":{"id":"2146388793","pubTimestamp":1624959775,"share":"https://www.laohu8.com/m/news/2146388793?lang=&edition=full","pubTime":"2021-06-29 17:42","market":"us","language":"en","title":"2 Robinhood Stocks That Could Crush Dogecoin","url":"https://stock-news.laohu8.com/highlight/detail?id=2146388793","media":"Motley Fool","summary":"They're already big winners but could have much more room to run.","content":"<p><b>Dogecoin</b> (CRYPTO:DOGE) fans would be quick to point out that the cryptocurrency has skyrocketed more than 4,500% year to date. What started out as a joke has enabled some to laugh all the way to the bank.</p>\n<p>On the other hand, skeptics about Dogecoin would be just as quick to note that it has given up more than 60% of its earlier gains. Anyone who jumped on the Dogecoin late is probably sitting on some hefty losses.</p>\n<p>Regardless of what your take is on Dogecoin, what really matters is where you should put your money now. One place to get some investment ideas is Robinhood's 100 most popular stocks list. Here are two popular Robinhood stocks that could crush Dogecoin going forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21859b0af15cb96a0c3a3aa3d6358251\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>NVIDIA</h2>\n<p>While Dogecoin has nosedived in recent months, <b>NVIDIA</b> (NASDAQ:NVDA) stock has taken off. One reason why is NVIDIA's upcoming four-for-<a href=\"https://laohu8.com/S/AONE\">one</a> stock split. While stock splits don't impact a company's valuation directly, they can attract greater numbers of small investors.</p>\n<p>However, there are plenty of even better reasons to like NVIDIA that have nothing to do with its stock split. The most obvious one is the company's gaming business.</p>\n<p>Gaming remains NVIDIA's biggest moneymaker, generating $2.8 billion of the company's total revenue of nearly $5.7 billion in the first quarter of 2021. And business is booming. NVIDIA's gaming revenue more than doubled year over year.</p>\n<p>It isn't just that gaming is increasing in popularity (although that is the case). NVIDIA benefits from regular hardware upgrade cycles. New games require even more processing power, which drives demand for the more powerful graphics processing units (GPUs).</p>\n<p>I especially like that NVIDIA is leveraging its gaming expertise to target new markets. For example, the company recently unveiled Omniverse Enterprise, a platform where design teams can build 3D virtual simulations and collaborate in real-time. In effect, NVIDIA is turning work into play (or vice versa, depending on how you look at it).</p>\n<p>NVIDIA CFO Colette Kress said in the company's Q1 conference call, \"As the world becomes more digital, virtual and collaborative, we see a significant revenue opportunity for Omniverse.\" I think that Kress's optimism is well-founded.</p>\n<p>Don't overlook NVIDIA's potential in the data center market, though. The company posted data center revenue of more than $2 billion in Q1, up 79% year over year. NVIDIA should enjoy sustained growth as more applications include artificial intelligence (AI).</p>\n<p>Assuming NVIDIA's pending acquisition of Arm passes regulatory hurdles, the company should further cement its leadership position in AI. In particular, the Arm deal would boost NVIDIA's presence in the fast-growing Internet of Things market with chips for mobile devices.</p>\n<p>Sure, an overall cryptocurrency crash could cause NVIDIA's shares to fall due to the popularity of the company's GPUs with crypto miners. It's happened before. However, the company has taken steps to segment its gaming business from crypto. I think that any pullback would only be temporary. NVIDIA has too many other strong growth drivers.</p>\n<h2>Moderna</h2>\n<p>Most companies can't honestly say that they've helped change the world.&nbsp;<b>Moderna</b> (NASDAQ:MRNA) can.</p>\n<p>The biotech's COVID-19 vaccine was second only to the vaccine developed by <b>Pfizer</b>&nbsp;and <b>BioNTech</b> to win U.S. Emergency Use Authorization (EUA). Moderna reported $1.9 billion in sales for the vaccine in Q1, but that's just the tip of the iceberg.</p>\n<p>Based on supply agreements in place as of early May, Moderna projected that its COVID-19 vaccine would rake in sales this year of $19.2 billion. However, the company has secured additional deals since then.</p>\n<p>In just the past two weeks, Moderna has landed two new huge supply agreements. The U.S. government is buying 200 million additional doses of Moderna's COVID19 vaccine. The European Commission agreed to purchase another 150 million doses.</p>\n<p>But does Moderna's market cap of close to $90 billion already price all of this growth in? To some extent, yes. However, shares still are trading at only around 10.5 times expected earnings. That's an attractive valuation, especially for a biotech stock.</p>\n<p>The big question for Moderna is how strong the recurring revenue from its COVID-19 vaccine will be. While the sales levels of 2021 and 2022 might not be sustainable over the long run, annual vaccinations could be likely (especially with emerging coronavirus variants). I expect Moderna will be able to count on significant COVID-19 vaccine sales for years to come.</p>\n<p>Then there's the pipeline. Moderna plans to advance its cytomegalovirus (CMV) vaccine into late-stage testing this year. It could easily be a megablockbuster if approved. The company has a dozen other programs in clinical testing.</p>\n<p>Moderna hopes to use its newfound riches to dramatically boost its pipeline in the near future. CEO Stephane Bancel has stated that he'd like to have up to 50 clinical programs.</p>\n<p>All of Moderna's current and planned pipeline programs are based on its messenger RNA (mRNA) technology. The company has maintained for a long time that if its mRNA approach worked for one disease, it would work for many diseases. If Moderna is right, the biotech stock should be a massive winner over the long run -- and could very well crush Dogecoin.</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>2 Robinhood Stocks That Could Crush Dogecoin</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Robinhood Stocks That Could Crush Dogecoin\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 17:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/28/2-robinhood-stocks-that-could-crush-dogecoin/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dogecoin (CRYPTO:DOGE) fans would be quick to point out that the cryptocurrency has skyrocketed more than 4,500% year to date. What started out as a joke has enabled some to laugh all the way to the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/28/2-robinhood-stocks-that-could-crush-dogecoin/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/06/28/2-robinhood-stocks-that-could-crush-dogecoin/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146388793","content_text":"Dogecoin (CRYPTO:DOGE) fans would be quick to point out that the cryptocurrency has skyrocketed more than 4,500% year to date. What started out as a joke has enabled some to laugh all the way to the bank.\nOn the other hand, skeptics about Dogecoin would be just as quick to note that it has given up more than 60% of its earlier gains. Anyone who jumped on the Dogecoin late is probably sitting on some hefty losses.\nRegardless of what your take is on Dogecoin, what really matters is where you should put your money now. One place to get some investment ideas is Robinhood's 100 most popular stocks list. Here are two popular Robinhood stocks that could crush Dogecoin going forward.\nImage source: Getty Images.\nNVIDIA\nWhile Dogecoin has nosedived in recent months, NVIDIA (NASDAQ:NVDA) stock has taken off. One reason why is NVIDIA's upcoming four-for-one stock split. While stock splits don't impact a company's valuation directly, they can attract greater numbers of small investors.\nHowever, there are plenty of even better reasons to like NVIDIA that have nothing to do with its stock split. The most obvious one is the company's gaming business.\nGaming remains NVIDIA's biggest moneymaker, generating $2.8 billion of the company's total revenue of nearly $5.7 billion in the first quarter of 2021. And business is booming. NVIDIA's gaming revenue more than doubled year over year.\nIt isn't just that gaming is increasing in popularity (although that is the case). NVIDIA benefits from regular hardware upgrade cycles. New games require even more processing power, which drives demand for the more powerful graphics processing units (GPUs).\nI especially like that NVIDIA is leveraging its gaming expertise to target new markets. For example, the company recently unveiled Omniverse Enterprise, a platform where design teams can build 3D virtual simulations and collaborate in real-time. In effect, NVIDIA is turning work into play (or vice versa, depending on how you look at it).\nNVIDIA CFO Colette Kress said in the company's Q1 conference call, \"As the world becomes more digital, virtual and collaborative, we see a significant revenue opportunity for Omniverse.\" I think that Kress's optimism is well-founded.\nDon't overlook NVIDIA's potential in the data center market, though. The company posted data center revenue of more than $2 billion in Q1, up 79% year over year. NVIDIA should enjoy sustained growth as more applications include artificial intelligence (AI).\nAssuming NVIDIA's pending acquisition of Arm passes regulatory hurdles, the company should further cement its leadership position in AI. In particular, the Arm deal would boost NVIDIA's presence in the fast-growing Internet of Things market with chips for mobile devices.\nSure, an overall cryptocurrency crash could cause NVIDIA's shares to fall due to the popularity of the company's GPUs with crypto miners. It's happened before. However, the company has taken steps to segment its gaming business from crypto. I think that any pullback would only be temporary. NVIDIA has too many other strong growth drivers.\nModerna\nMost companies can't honestly say that they've helped change the world. Moderna (NASDAQ:MRNA) can.\nThe biotech's COVID-19 vaccine was second only to the vaccine developed by Pfizer and BioNTech to win U.S. Emergency Use Authorization (EUA). Moderna reported $1.9 billion in sales for the vaccine in Q1, but that's just the tip of the iceberg.\nBased on supply agreements in place as of early May, Moderna projected that its COVID-19 vaccine would rake in sales this year of $19.2 billion. However, the company has secured additional deals since then.\nIn just the past two weeks, Moderna has landed two new huge supply agreements. The U.S. government is buying 200 million additional doses of Moderna's COVID19 vaccine. The European Commission agreed to purchase another 150 million doses.\nBut does Moderna's market cap of close to $90 billion already price all of this growth in? To some extent, yes. However, shares still are trading at only around 10.5 times expected earnings. That's an attractive valuation, especially for a biotech stock.\nThe big question for Moderna is how strong the recurring revenue from its COVID-19 vaccine will be. While the sales levels of 2021 and 2022 might not be sustainable over the long run, annual vaccinations could be likely (especially with emerging coronavirus variants). I expect Moderna will be able to count on significant COVID-19 vaccine sales for years to come.\nThen there's the pipeline. Moderna plans to advance its cytomegalovirus (CMV) vaccine into late-stage testing this year. It could easily be a megablockbuster if approved. The company has a dozen other programs in clinical testing.\nModerna hopes to use its newfound riches to dramatically boost its pipeline in the near future. CEO Stephane Bancel has stated that he'd like to have up to 50 clinical programs.\nAll of Moderna's current and planned pipeline programs are based on its messenger RNA (mRNA) technology. The company has maintained for a long time that if its mRNA approach worked for one disease, it would work for many diseases. If Moderna is right, the biotech stock should be a massive winner over the long run -- and could very well crush Dogecoin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169538671,"gmtCreate":1623842069693,"gmtModify":1703821065608,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"expect to grow<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>","listText":"expect to grow<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>","text":"expect to grow$Sundial Growers Inc.(SNDL)$","images":[{"img":"https://static.tigerbbs.com/21e97973a8d7dcc20e7a5d6180cb5067","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/169538671","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1},"content":"@Badlong pls comment here","text":"@Badlong pls comment here","html":"@Badlong pls comment here"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":809575630,"gmtCreate":1627383501920,"gmtModify":1703488825104,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5EB.SI\">$CFM HOLDINGS LIMITED(5EB.SI)$</a>Waiting to fly","listText":"<a href=\"https://laohu8.com/S/5EB.SI\">$CFM HOLDINGS LIMITED(5EB.SI)$</a>Waiting to fly","text":"$CFM HOLDINGS LIMITED(5EB.SI)$Waiting to fly","images":[{"img":"https://static.tigerbbs.com/67eb4bff94ed7c4772e96cab73f9c405","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809575630","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":125774927,"gmtCreate":1624701236069,"gmtModify":1703843878745,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>strong balance sheet， waiting to fly&nbsp;","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>strong balance sheet， waiting to fly&nbsp;","text":"$Clover Health Corp(CLOV)$strong balance sheet， waiting to fly","images":[{"img":"https://static.tigerbbs.com/1ad182ffbaf980253f4c824cda62b77e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/125774927","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":165068834,"gmtCreate":1624081740428,"gmtModify":1703828490926,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Still waitint....&nbsp;","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Still waitint....&nbsp;","text":"$Sundial Growers Inc.(SNDL)$Still waitint....","images":[{"img":"https://static.tigerbbs.com/c819f34d01daf0bc2ad8e9b95577973a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/165068834","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":129919135,"gmtCreate":1624350685527,"gmtModify":1703834144153,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Waiting to fly","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Waiting to fly","text":"$Sundial Growers Inc.(SNDL)$Waiting to fly","images":[{"img":"https://static.tigerbbs.com/bff1169619a543aac44bf43ea50b2d16","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129919135","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9986604541,"gmtCreate":1666933881784,"gmtModify":1676537834483,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Buy&nbsp;","listText":"Buy&nbsp;","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986604541","repostId":"1110500830","repostType":4,"repost":{"id":"1110500830","pubTimestamp":1666929244,"share":"https://www.laohu8.com/m/news/1110500830?lang=&edition=full","pubTime":"2022-10-28 11:54","market":"us","language":"en","title":"Is Amazon A Buy After Q3 2022 Earnings? The Cloud Is Dissipating","url":"https://stock-news.laohu8.com/highlight/detail?id=1110500830","media":"Seeking Alpha","summary":"SummaryFor Amazon, a \"dissipating cloud\" does not necessarily imply a positive connotation.AWS, Amaz","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>For Amazon, a &#34;dissipating cloud&#34; does not necessarily imply a positive connotation.</li><li>AWS, Amazon&#39;s cloud, has been key to supporting the stock&#39;s valuation this year, as its core commerce business reels from both an internal mismanagement on utilization and looming consumer weakness.</li><li>But even then, the strength of the cloud is going, with AWS showing more prominent signs of structural deceleration during the third quarter.</li><li>This might expose the stock to further downtrends in tandem with broader market declines within the near term, as investors adjust expectations, creating a compelling risk/reward opportunity for Amazon&#39;s ultimate recovery once cyclical headwinds subside.</li></ul><p>Amazon&#39;s stock (NASDAQ: AMZN) has lost more than 30% of its market value this year. Investor confidence in the stock has been weak since Amazon’s core commerce business took a sharp turn from the pandemic-era boom to underutilization earlier in the year. The inefficiencies had left Amazon in a scramble for aggressive cost-cutting opportunities – spanning abandoned capacity expansion to swift shutdowns of unprofitable projects. And now a looming economic downturn risks spurring further consumer weakness ahead, casting a shadow over any possibilities for a rapid recovery in its core commerce business within the near term. This is further corroborated by management’s conservative view on prospects in the current quarter, projecting 2% to 8% revenue growth inclusive of FX headwinds, despite cautious market optimism for a seasonality-driven boost in the current quarter.</p><p>Meanwhile, AWS has largely been the backbone of any bullish thesis supporting the stock this year, making up for the core commerce moat’s shortfall as a result of both earlier mismanagement on capacity and utilization, and impacts of the unexpected economic downturn that has come down hard and fast. Yet, the AWS cloud that has largely shielded Amazon from a greater selloff is showing signs of dissipation. While AWS take-rates in the third quarter remained resilient, with cloud spending amongst the IT environment still viewed as critical to stay economically and operationally competitive, there are growing signs of market share erosion – which has long been expected given the massive magnitude of the segment and long streak of double-digit growth that appears to be falling behind that of peers. While Wall Street as long been unanimously bullish on Amazon, we believe that link is starting to weaken, especially as AWS’ impressive growth streak is starting to show early signs of moderation.</p><p>Amazon&#39;s stock currently trades at a whopping 70x forward earnings, while the large-cap peer group trades at an average of about 28x. However, it is important to consider that the company’s margins have been battered this year due to non-cyclical factors (e.g., utilization mismanagement), which has contributed to a significant diversion between its earnings and sales valuation multiples. By taking Amazon’s sales multiples (e.g., forward EV/sales and forward price/sales) as a gauge for its market value relative to peers instead, which makes a better reflection of its normalized business performance relative to peers’, the stock remains undervalued, supporting longer-term upside potential.</p><p>However, given Amazon’s dissipating cloud strength, and ongoing consumer weakness that will continue to put pressure on its core commerce business within the near term, the stock will likely be subject to greater vulnerability to volatile market sentiment over the coming months until the macro-overhang subsides. This is especially true given investors’ increasing preference for profitability under the current market climate – meaning that while core commerce’s profit margin improvement in the third quarter is welcomed, it will need to ratchet up further at a sustained pace to keep up with anticipated deceleration in AWS, and alleviate the latter’s burden of having to carry Amazon’s consolidated valuation prospects.</p><p><b>Is AWS At Risk?</b></p><p>AWS is currently the leading public cloud service vendor, accounting for about a third of the global market share. It also continues to lead its key rivals, namely Microsoft’s Azure(MSFT) and Alphabet’sGoogle Cloud Platform(GOOG/GOOGL), by wide margins. Specifically, Azure is a distant second, commanding about 20% of the global cloud market, and GCP about 10% in third place.</p><p>AWS has been a key driver of Amazon’s valuation given its impressive growth and margin expansion trajectory, acting as a key “barometer” of the company’s future prospects – especially in recent quarters, compensating for the growth slowdown and deteriorating profit margins in the core commerce segment. Despite Amazon’s likely conservative outlook for AWS implied through modest consolidated growth for the current quarter – which we view as a welcomed and reasonable move to temper investors’ expectations given the business’ massive size, and consistent with Azure’s modest guidance earlier this week. It is important to recognize that cloud spending remains resilient given “secular shift and prioritization for corporates”.</p><p>Yet, after sustaining more than six quarters of consecutive 30%-plus y/y growth, the segment is starting to show signs of structural deceleration, with third quarter growth coming in at 28% on a constant currency basis compared to the same period last year – an imminent occurrence given its massive magnitude of growth and business volume achieved in recent years. AWS’ multi-year compounded annual growth rate in the past five years has moderated to about 26%, while Azure’s is at the 40%-range and GCP at the high-30%-range.</p><p>And while AWS remains the unmatched market leader by wide margins, the gap is gradually narrowing. Specifically, recent third-party data shows that spending intentions for Azure and GCP are on the rise, as corporates turn to a multi-cloud strategy for benefits that include “risk mitigation, reliability/redundancy, multi-function availability, and mostly importantly, cost-efficiencies”.</p><p>Given AWS is already the dominant public cloud service vendor on the market, it is hard for it to take further advantage of increasing multi-cloud momentum. In a recent sentiment check survey performed by RBC Capital Markets, about 57% of corporates looking to ramp up investments in cloud have noted AWS as a potential beneficiary over the next 12 months, compared with 73% for GCP and 71% for Azure. AWS is also starting to lose share to key rival Azure amongst large enterprise cloud spending – the latter has taken over AWS as the leading public cloud service provider for enterprises generating more than $5 billion in annual revenues, acquiring more than 50% share in the cohort while AWS only captures a little more than 30%. And while AWS remains the market share leader in the largest cloud spending segments – namely, medium-sized enterprises with annual revenues spanning $1 billion and $5 billion, and small enterprises with annual revenues of less than $1 billion – rivals Azure and GCP are catching up fast. AWS currently commands about 60% of global cloud market share across medium-sized enterprises, while Azure accounts for more than 40%; and across small enterprises, AWS commands about a 40% share while Azure and GCP account for 30%.</p><p><b>Implications of a Potential AWS Slowdown</b></p><p>What these trends, paired with tempered expectations from management’s forward guidance provided, imply is that AWS is likely headed towards the beginning of moderation, with its high-flying growth coming to a gradual deceleration as it continues to take advantage of secular demand for cloud-computing solutions over coming years. Meanwhile, the rapid growth it once enjoyed will now likely rotate to peers as they benefit from the increasing adoption of a multi-cloud strategy across the corporate sector, effectively narrowing their respective market shares’ distance from AWS’.</p><p>With AWS being Amazon’s core profit engine, the increasing pace of moderation will likely bode unfavourably for the stock’s near-term performance – especially as its core commerce segment also reels from souring consumer sentiment ahead of a cyclical downturn. This means whatever Amazon is doing now to improve its core commerce’s growth and profit margins – whether it is slashing budgets for non-profitable projects, dialing down the pace of fulfilment capacity expansion, slowing the pace of hiring, and/or improved value proposition to drive increased Prime demand – needs step it up a notch further, as AWS’ strength may not overshadow core commerce’s near-term weakness much longer to uphold Amazon’s valuation prospects.</p><p>Looking ahead, these trends may also push investors to look for new areas of growth and profitability in the company – especially advertising, which represents another secular demand environment as digital ad formats rapidly displace traditional channels like linear TV, radio and paper. As discussed in our previous coverage on the stock, Amazon’s advertising business benefits greatly from its first-party data advantage, which reduces reliance on third-party user data that now faces “signal [loss] dynamics” stemming from Apple’s (AAPL)privacy policy changes implemented last year. The value of this competitive advantage is further corroborated by resilience and momentum demonstrated in Amazon’s advertising business (+30% y/y; +9% q/q) in the third quarter despite cautions advertiser spending ahead of a looming economic slowdown, which reinforces robust forward prospects. Recent market research has also echoed similarly favourable trends for Amazon’s growing advertising business, a high-margin revenue stream that will continue to contribute positively to the company’s bottom-line over the longer-term:</p><blockquote>Retail media advertising will increase from $31 billion this year to $42 billion in 2023. The bulk of it comes from Amazon’s product search but all other large retailers are now developing advertising sales through keyword search or display ads on their apps and websites. Retail media is mostly fuelled by consumer brands reallocating below-the-line, trade-marketing budgets from in-store towards digital retail networks, as a greater percentage of retail sales comes from e-commerce. Furthermore, retail-owned media networks are mostly immune from the privacy-based limitations on data usage and targeting, that display or social media owner’s face, because they can leverage their own first-party data.</blockquote><blockquote>Source:Magna Advertising Forecast, U.S. Fall Update (September 2022)</blockquote><p><b>Final Thoughts</b></p><p>We remain optimistic that Amazon will be able to maintain and restore strength to its core commerce moat, though the undertaking may take longer-than-expected given near-term macro headwinds beyond the company’s control. In the meantime, AWS will continue to be the core saviour of Amazon’s valuation. But considering it may not be able to hold onto the role much longer ahead of imminent deceleration, Amazon&#39;s stock might become more susceptible to further downtrends in tandem with the souring near-term market outlook. In the near- to medium-term, we believe investor expectations for core commerce improvements will increase despite anticipated consumer weakness to make up for potential deceleration in AWS, with more focus diverted towards momentum in Amazon’s ad sales, an emerging core profit engine. For now, Amazon&#39;s stock will likely become less protected from increasingly fragile market sentiment over coming months as expectations adjust, which could potentially create better entry opportunities for eventual upsides once consumer headwinds subside.</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>Is Amazon A Buy After Q3 2022 Earnings? The Cloud Is Dissipating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon A Buy After Q3 2022 Earnings? The Cloud Is Dissipating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 11:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4550073-is-amazon-a-buy-after-q3-2022-earnings-the-cloud-is-dissipating><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFor Amazon, a \"dissipating cloud\" does not necessarily imply a positive connotation.AWS, Amazon's cloud, has been key to supporting the stock's valuation this year, as its core commerce ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550073-is-amazon-a-buy-after-q3-2022-earnings-the-cloud-is-dissipating\">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"},"source_url":"https://seekingalpha.com/article/4550073-is-amazon-a-buy-after-q3-2022-earnings-the-cloud-is-dissipating","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110500830","content_text":"SummaryFor Amazon, a \"dissipating cloud\" does not necessarily imply a positive connotation.AWS, Amazon's cloud, has been key to supporting the stock's valuation this year, as its core commerce business reels from both an internal mismanagement on utilization and looming consumer weakness.But even then, the strength of the cloud is going, with AWS showing more prominent signs of structural deceleration during the third quarter.This might expose the stock to further downtrends in tandem with broader market declines within the near term, as investors adjust expectations, creating a compelling risk/reward opportunity for Amazon's ultimate recovery once cyclical headwinds subside.Amazon's stock (NASDAQ: AMZN) has lost more than 30% of its market value this year. Investor confidence in the stock has been weak since Amazon’s core commerce business took a sharp turn from the pandemic-era boom to underutilization earlier in the year. The inefficiencies had left Amazon in a scramble for aggressive cost-cutting opportunities – spanning abandoned capacity expansion to swift shutdowns of unprofitable projects. And now a looming economic downturn risks spurring further consumer weakness ahead, casting a shadow over any possibilities for a rapid recovery in its core commerce business within the near term. This is further corroborated by management’s conservative view on prospects in the current quarter, projecting 2% to 8% revenue growth inclusive of FX headwinds, despite cautious market optimism for a seasonality-driven boost in the current quarter.Meanwhile, AWS has largely been the backbone of any bullish thesis supporting the stock this year, making up for the core commerce moat’s shortfall as a result of both earlier mismanagement on capacity and utilization, and impacts of the unexpected economic downturn that has come down hard and fast. Yet, the AWS cloud that has largely shielded Amazon from a greater selloff is showing signs of dissipation. While AWS take-rates in the third quarter remained resilient, with cloud spending amongst the IT environment still viewed as critical to stay economically and operationally competitive, there are growing signs of market share erosion – which has long been expected given the massive magnitude of the segment and long streak of double-digit growth that appears to be falling behind that of peers. While Wall Street as long been unanimously bullish on Amazon, we believe that link is starting to weaken, especially as AWS’ impressive growth streak is starting to show early signs of moderation.Amazon's stock currently trades at a whopping 70x forward earnings, while the large-cap peer group trades at an average of about 28x. However, it is important to consider that the company’s margins have been battered this year due to non-cyclical factors (e.g., utilization mismanagement), which has contributed to a significant diversion between its earnings and sales valuation multiples. By taking Amazon’s sales multiples (e.g., forward EV/sales and forward price/sales) as a gauge for its market value relative to peers instead, which makes a better reflection of its normalized business performance relative to peers’, the stock remains undervalued, supporting longer-term upside potential.However, given Amazon’s dissipating cloud strength, and ongoing consumer weakness that will continue to put pressure on its core commerce business within the near term, the stock will likely be subject to greater vulnerability to volatile market sentiment over the coming months until the macro-overhang subsides. This is especially true given investors’ increasing preference for profitability under the current market climate – meaning that while core commerce’s profit margin improvement in the third quarter is welcomed, it will need to ratchet up further at a sustained pace to keep up with anticipated deceleration in AWS, and alleviate the latter’s burden of having to carry Amazon’s consolidated valuation prospects.Is AWS At Risk?AWS is currently the leading public cloud service vendor, accounting for about a third of the global market share. It also continues to lead its key rivals, namely Microsoft’s Azure(MSFT) and Alphabet’sGoogle Cloud Platform(GOOG/GOOGL), by wide margins. Specifically, Azure is a distant second, commanding about 20% of the global cloud market, and GCP about 10% in third place.AWS has been a key driver of Amazon’s valuation given its impressive growth and margin expansion trajectory, acting as a key “barometer” of the company’s future prospects – especially in recent quarters, compensating for the growth slowdown and deteriorating profit margins in the core commerce segment. Despite Amazon’s likely conservative outlook for AWS implied through modest consolidated growth for the current quarter – which we view as a welcomed and reasonable move to temper investors’ expectations given the business’ massive size, and consistent with Azure’s modest guidance earlier this week. It is important to recognize that cloud spending remains resilient given “secular shift and prioritization for corporates”.Yet, after sustaining more than six quarters of consecutive 30%-plus y/y growth, the segment is starting to show signs of structural deceleration, with third quarter growth coming in at 28% on a constant currency basis compared to the same period last year – an imminent occurrence given its massive magnitude of growth and business volume achieved in recent years. AWS’ multi-year compounded annual growth rate in the past five years has moderated to about 26%, while Azure’s is at the 40%-range and GCP at the high-30%-range.And while AWS remains the unmatched market leader by wide margins, the gap is gradually narrowing. Specifically, recent third-party data shows that spending intentions for Azure and GCP are on the rise, as corporates turn to a multi-cloud strategy for benefits that include “risk mitigation, reliability/redundancy, multi-function availability, and mostly importantly, cost-efficiencies”.Given AWS is already the dominant public cloud service vendor on the market, it is hard for it to take further advantage of increasing multi-cloud momentum. In a recent sentiment check survey performed by RBC Capital Markets, about 57% of corporates looking to ramp up investments in cloud have noted AWS as a potential beneficiary over the next 12 months, compared with 73% for GCP and 71% for Azure. AWS is also starting to lose share to key rival Azure amongst large enterprise cloud spending – the latter has taken over AWS as the leading public cloud service provider for enterprises generating more than $5 billion in annual revenues, acquiring more than 50% share in the cohort while AWS only captures a little more than 30%. And while AWS remains the market share leader in the largest cloud spending segments – namely, medium-sized enterprises with annual revenues spanning $1 billion and $5 billion, and small enterprises with annual revenues of less than $1 billion – rivals Azure and GCP are catching up fast. AWS currently commands about 60% of global cloud market share across medium-sized enterprises, while Azure accounts for more than 40%; and across small enterprises, AWS commands about a 40% share while Azure and GCP account for 30%.Implications of a Potential AWS SlowdownWhat these trends, paired with tempered expectations from management’s forward guidance provided, imply is that AWS is likely headed towards the beginning of moderation, with its high-flying growth coming to a gradual deceleration as it continues to take advantage of secular demand for cloud-computing solutions over coming years. Meanwhile, the rapid growth it once enjoyed will now likely rotate to peers as they benefit from the increasing adoption of a multi-cloud strategy across the corporate sector, effectively narrowing their respective market shares’ distance from AWS’.With AWS being Amazon’s core profit engine, the increasing pace of moderation will likely bode unfavourably for the stock’s near-term performance – especially as its core commerce segment also reels from souring consumer sentiment ahead of a cyclical downturn. This means whatever Amazon is doing now to improve its core commerce’s growth and profit margins – whether it is slashing budgets for non-profitable projects, dialing down the pace of fulfilment capacity expansion, slowing the pace of hiring, and/or improved value proposition to drive increased Prime demand – needs step it up a notch further, as AWS’ strength may not overshadow core commerce’s near-term weakness much longer to uphold Amazon’s valuation prospects.Looking ahead, these trends may also push investors to look for new areas of growth and profitability in the company – especially advertising, which represents another secular demand environment as digital ad formats rapidly displace traditional channels like linear TV, radio and paper. As discussed in our previous coverage on the stock, Amazon’s advertising business benefits greatly from its first-party data advantage, which reduces reliance on third-party user data that now faces “signal [loss] dynamics” stemming from Apple’s (AAPL)privacy policy changes implemented last year. The value of this competitive advantage is further corroborated by resilience and momentum demonstrated in Amazon’s advertising business (+30% y/y; +9% q/q) in the third quarter despite cautions advertiser spending ahead of a looming economic slowdown, which reinforces robust forward prospects. Recent market research has also echoed similarly favourable trends for Amazon’s growing advertising business, a high-margin revenue stream that will continue to contribute positively to the company’s bottom-line over the longer-term:Retail media advertising will increase from $31 billion this year to $42 billion in 2023. The bulk of it comes from Amazon’s product search but all other large retailers are now developing advertising sales through keyword search or display ads on their apps and websites. Retail media is mostly fuelled by consumer brands reallocating below-the-line, trade-marketing budgets from in-store towards digital retail networks, as a greater percentage of retail sales comes from e-commerce. Furthermore, retail-owned media networks are mostly immune from the privacy-based limitations on data usage and targeting, that display or social media owner’s face, because they can leverage their own first-party data.Source:Magna Advertising Forecast, U.S. Fall Update (September 2022)Final ThoughtsWe remain optimistic that Amazon will be able to maintain and restore strength to its core commerce moat, though the undertaking may take longer-than-expected given near-term macro headwinds beyond the company’s control. In the meantime, AWS will continue to be the core saviour of Amazon’s valuation. But considering it may not be able to hold onto the role much longer ahead of imminent deceleration, Amazon's stock might become more susceptible to further downtrends in tandem with the souring near-term market outlook. In the near- to medium-term, we believe investor expectations for core commerce improvements will increase despite anticipated consumer weakness to make up for potential deceleration in AWS, with more focus diverted towards momentum in Amazon’s ad sales, an emerging core profit engine. For now, Amazon's stock will likely become less protected from increasingly fragile market sentiment over coming months as expectations adjust, which could potentially create better entry opportunities for eventual upsides once consumer headwinds subside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140652960,"gmtCreate":1625656378550,"gmtModify":1703745747760,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>Died lor","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>Died lor","text":"$Clover Health Corp(CLOV)$Died lor","images":[{"img":"https://static.tigerbbs.com/96512747d3c36cbd0aa0fd5beba51898","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/140652960","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157333659,"gmtCreate":1625564368671,"gmtModify":1703743833345,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Growing steady ????","listText":"Growing steady ????","text":"Growing steady ????","images":[{"img":"https://static.tigerbbs.com/8f36d0718ac5137d87cab2751ad94150","width":"1080","height":"3528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/157333659","isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":167833259,"gmtCreate":1624257162171,"gmtModify":1703831751974,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Waiting fir the boubce back","listText":"Waiting fir the boubce back","text":"Waiting fir the boubce back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167833259","repostId":"2145208803","repostType":4,"repost":{"id":"2145208803","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":1624250289,"share":"https://www.laohu8.com/m/news/2145208803?lang=&edition=full","pubTime":"2021-06-21 12:38","market":"sh","language":"en","title":"China, Hong Kong stocks fall after Fed's surprise turn","url":"https://stock-news.laohu8.com/highlight/detail?id=2145208803","media":"Reuters","summary":"* SSEC -0.2%, CSI300 -0.6%, HSI -1.4%\n* HK->Shanghai Connect daily quota used -1.7%, Shanghai->HK da","content":"<p>* SSEC -0.2%, CSI300 -0.6%, HSI -1.4%</p>\n<p>* HK-&gt;Shanghai Connect daily quota used -1.7%, Shanghai-&gt;HK daily quota used 0.5%</p>\n<p>* FTSE China A50 -1.1%</p>\n<p>SHANGHAI, June 21 (Reuters) - China and Hong Kong stocks fell on Monday, tracking other Asian markets, as investors continued to ponder the implications of the U.S. Federal Reserve's surprise hawkish shift last week.</p>\n<p>** The CSI300 index fell 0.6% to 5,073.36 points at the end of the morning session, while the Shanghai Composite Index dipped 0.2% to 3,517.17 points.</p>\n<p>** The Hang Seng index dropped 1.4% to 28,413.42 points, while the Hong Kong China Enterprises Index fell 1.1% to 10,533.91.</p>\n<p>** Around the region, MSCI's Asia ex-Japan stock index&nbsp;was weaker by 1.36%, while Japan's Nikkei index&nbsp;was down 3.59%.</p>\n<p>** U.S. St. Louis Federal Reserve President James Bullard said on Friday that the U.S. central bank's shift towards a faster tightening of monetary policy was a \"natural\" response to economic growth and particularly inflation moving quicker than expected as the country reopens from the COVID-19 pandemic.</p>\n<p>** Analysts said a hawkish Fed could lead to a stronger dollar and a weaker yuan, pressuring on the A-share market by prompting foreign outflows.</p>\n<p>** The A-share market will be under heavy pressure against a backdrop of a strong dollar, said Yan Kaiwen, an analyst with China Fortune Securities.</p>\n<p>** Investors on Monday sold a net 764 million yuan ($118.14 million) worth of A-shares via the Stock Connect linking mainland and Hong Kong, according to Refinitiv data.</p>\n<p>** Meanwhile, the dollar held near multi-month peaks against other major currencies on Monday.</p>\n<p>** China kept its benchmark lending rate for corporate and household loans unchanged for the 14th straight month at its June fixing on Monday, in line with market expectations.</p>\n<p>** The Financial News, backed by the Peoples Bank of China (PBOC), on Sunday advised against speculating about liquidity tightening and policy direction, saying such action can mislead and roil markets.</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>China, Hong Kong stocks fall after Fed's surprise turn</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\">\nChina, Hong Kong stocks fall after Fed's surprise turn\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\">2021-06-21 12:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* SSEC -0.2%, CSI300 -0.6%, HSI -1.4%</p>\n<p>* HK-&gt;Shanghai Connect daily quota used -1.7%, Shanghai-&gt;HK daily quota used 0.5%</p>\n<p>* FTSE China A50 -1.1%</p>\n<p>SHANGHAI, June 21 (Reuters) - China and Hong Kong stocks fell on Monday, tracking other Asian markets, as investors continued to ponder the implications of the U.S. Federal Reserve's surprise hawkish shift last week.</p>\n<p>** The CSI300 index fell 0.6% to 5,073.36 points at the end of the morning session, while the Shanghai Composite Index dipped 0.2% to 3,517.17 points.</p>\n<p>** The Hang Seng index dropped 1.4% to 28,413.42 points, while the Hong Kong China Enterprises Index fell 1.1% to 10,533.91.</p>\n<p>** Around the region, MSCI's Asia ex-Japan stock index&nbsp;was weaker by 1.36%, while Japan's Nikkei index&nbsp;was down 3.59%.</p>\n<p>** U.S. St. Louis Federal Reserve President James Bullard said on Friday that the U.S. central bank's shift towards a faster tightening of monetary policy was a \"natural\" response to economic growth and particularly inflation moving quicker than expected as the country reopens from the COVID-19 pandemic.</p>\n<p>** Analysts said a hawkish Fed could lead to a stronger dollar and a weaker yuan, pressuring on the A-share market by prompting foreign outflows.</p>\n<p>** The A-share market will be under heavy pressure against a backdrop of a strong dollar, said Yan Kaiwen, an analyst with China Fortune Securities.</p>\n<p>** Investors on Monday sold a net 764 million yuan ($118.14 million) worth of A-shares via the Stock Connect linking mainland and Hong Kong, according to Refinitiv data.</p>\n<p>** Meanwhile, the dollar held near multi-month peaks against other major currencies on Monday.</p>\n<p>** China kept its benchmark lending rate for corporate and household loans unchanged for the 14th straight month at its June fixing on Monday, in line with market expectations.</p>\n<p>** The Financial News, backed by the Peoples Bank of China (PBOC), on Sunday advised against speculating about liquidity tightening and policy direction, saying such action can mislead and roil markets.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00175":"吉利汽车","HSBC":"汇丰","09999":"网易-S","HSBA.UK":"汇丰控股有限公司","00981":"中芯国际","03143":"华夏香港银行股","00005":"汇丰控股"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145208803","content_text":"* SSEC -0.2%, CSI300 -0.6%, HSI -1.4%\n* HK->Shanghai Connect daily quota used -1.7%, Shanghai->HK daily quota used 0.5%\n* FTSE China A50 -1.1%\nSHANGHAI, June 21 (Reuters) - China and Hong Kong stocks fell on Monday, tracking other Asian markets, as investors continued to ponder the implications of the U.S. Federal Reserve's surprise hawkish shift last week.\n** The CSI300 index fell 0.6% to 5,073.36 points at the end of the morning session, while the Shanghai Composite Index dipped 0.2% to 3,517.17 points.\n** The Hang Seng index dropped 1.4% to 28,413.42 points, while the Hong Kong China Enterprises Index fell 1.1% to 10,533.91.\n** Around the region, MSCI's Asia ex-Japan stock index was weaker by 1.36%, while Japan's Nikkei index was down 3.59%.\n** U.S. St. Louis Federal Reserve President James Bullard said on Friday that the U.S. central bank's shift towards a faster tightening of monetary policy was a \"natural\" response to economic growth and particularly inflation moving quicker than expected as the country reopens from the COVID-19 pandemic.\n** Analysts said a hawkish Fed could lead to a stronger dollar and a weaker yuan, pressuring on the A-share market by prompting foreign outflows.\n** The A-share market will be under heavy pressure against a backdrop of a strong dollar, said Yan Kaiwen, an analyst with China Fortune Securities.\n** Investors on Monday sold a net 764 million yuan ($118.14 million) worth of A-shares via the Stock Connect linking mainland and Hong Kong, according to Refinitiv data.\n** Meanwhile, the dollar held near multi-month peaks against other major currencies on Monday.\n** China kept its benchmark lending rate for corporate and household loans unchanged for the 14th straight month at its June fixing on Monday, in line with market expectations.\n** The Financial News, backed by the Peoples Bank of China (PBOC), on Sunday advised against speculating about liquidity tightening and policy direction, saying such action can mislead and roil markets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189606661,"gmtCreate":1623253886853,"gmtModify":1704199537324,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong 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tiger","images":[{"img":"https://static.tigerbbs.com/d482f85aa1f4218884b57b93de1f9b63","width":"1080","height":"2492"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/128629417","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":181351983,"gmtCreate":1623375304142,"gmtModify":1704201968392,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Nice record, cont pls","listText":"Nice record, cont pls","text":"Nice record, cont pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/181351983","repostId":"1184070773","repostType":4,"repost":{"id":"1184070773","pubTimestamp":1623367038,"share":"https://www.laohu8.com/m/news/1184070773?lang=&edition=full","pubTime":"2021-06-11 07:17","market":"us","language":"en","title":"S&P 500 climbs to a new record close, shrugging off inflation fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1184070773","media":"cnbc","summary":"The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.The broad equity benchmark climbed nearly 0.5% to a record closing high of 4,239.18. The S&P 500 also hit an intraday record of 4,249.74, overtaking its May 7 high after the market traded sideways for a month. The Dow Jones Industrial Average advanced 19.10 points, or less than 0.1%, to 34,466.24, while the Nasdaq Composite gained about ","content":"<div>\n<p>The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark climbed ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 climbs to a new record close, shrugging off inflation fears</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\">\nS&P 500 climbs to a new record close, shrugging off inflation fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 07:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark climbed ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","UPS":"联合包裹",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","GME":"游戏驿站"},"source_url":"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184070773","content_text":"The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark climbed nearly 0.5% to a record closing high of 4,239.18. The S&P 500 also hit an intraday record of 4,249.74, overtaking its May 7 high after the market traded sideways for a month. The Dow Jones Industrial Average advanced 19.10 points, or less than 0.1%, to 34,466.24, while the Nasdaq Composite gained about 0.8% to 14,020.33.\nConsumer prices for May accelerated at their fastest pace since the summer of 2008 amid the economic recovery from the pandemic-triggered recession,the Labor Department reported Thursday.\nThe consumer price index, which represents a basket including food, energy, groceries and prices across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.\n\"I think there were a lot of people who held back, who wanted to see the hotter inflation number,\" CNBC's Jim Cramer said on \"Squawk on the Street.\" \"Now they've said, 'OK, now that's over with. Let's do some buying.' Because they've been on the sideline and they want to get in. I don't think that's actually usual these days because there's still so much buying power out there. People want in.\"\nFears of spiking inflation have weighed on the stock market in the last month, with investors worried the jump in prices will raise costs for companies, spark a move higher in interest rates and cause the Federal Reserve to remove its easy money policies.\n\"This CPI isn't likely to change the narrative dramatically, and there are still indications that inflation momentum is set to abate in the coming months,\" Adam Crisafulli, founder of Vital Knowledge, said in a note Thursday.\nMany economists also said the surge in used car costs for the month could have skewed the inflation reading. Used car and truck prices jumped more than 7%, accounting for one-third of the total increase for the month, according to the Bureau of Labor Statistics. The jump in used car prices likely reflects a temporary phenomenon related to the pandemic and auto supply.\nA separate report released Thursday showed that jobless claims for the week ended June 5 came in at 376,000, versus a Dow Jones estimate of 370,000. The total still marked the lowest of the pandemic era.\nUPS shares rose about 1% afteran upgrade from JPMorgan. Shares of Boeing were higher, but Delta Air Lines slipped.\nVideo-game retailer and meme stock GameStop fell 27% even after the company tapped former Amazon executive Matt Furlong to be its next CEO and said that sales rose 25% last quarter. The company also said it may sell up to 5 million additional shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969887120,"gmtCreate":1668401540360,"gmtModify":1676538050864,"author":{"id":"3586249695081969","authorId":"3586249695081969","name":"wei hong ng","avatar":"https://community-static.tradeup.com/news/05bbe8df9882e9c2086ae18da86eff1a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TCH.HK 20221229 260.00 PUT\">$TCH.HK 20221229 260.00 PUT$ </a><a href=\"https://ttm.financial/OPT/TCH.HK 20221229 260.00 PUT\">$TCH.HK 20221229 260.00 PUT$&nbsp;</a> &nbsp;","listText":"<a href=\"https://ttm.financial/OPT/TCH.HK 20221229 260.00 PUT\">$TCH.HK 20221229 260.00 PUT$ </a><a href=\"https://ttm.financial/OPT/TCH.HK 20221229 260.00 PUT\">$TCH.HK 20221229 260.00 PUT$&nbsp;</a> &nbsp;","text":"$TCH.HK 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