shoude personal page - To The Moon

shoude

No personal profile

26Follow

13Followers

0Topic

0Badge

2022-11-10

[What]//@carroll: Halo

U.S. Stocks Stayed Red in Morning Trading; Nasdaq Fell Over 0.6% While S&P 500 and Dow Jones Slid Over 0.4%

2022-11-08

Like please

Option Movers｜DWAC Has 70% Call Options, Investors Bet on Trump before Midterm Elections

2022-11-07

Like please

The U.S. CPI Report Could Deliver A Massive Shock To Markets

2022-11-06

Like please

The Fall of Big Tech Is Boosting Stock Quants on Wall Street

2022-11-05

Like please

U.S. Jobs Picture Mixed As Fed Policymakers Ponder Rate-Hike Pivot

2022-11-03

Like please

Sorry, the original content has been removed

2022-11-02

Please like

Sorry, the original content has been removed

2022-11-01

Like please

Some EV Shares Gained in Morning Trading

2022-10-30

Ok

Is Nvidia And Oracle's Partnership Expansion Good For Business Outlook?

2022-10-28

Like please

Binance Confirms Equity Investment in Musk’s Twitter Deal

2022-10-27

Like please

Sorry, the original content has been removed

2022-10-25

Like please

Mega-Cap Tech Earnings Preview: No Question Relative Value Has Improved For MegaCap Tech

2022-10-24

Like please

Citigroup's Investment Banking Business Is Struggling More Than Its Peers -- Should Investors Be Worried?

2022-10-22

Like please

Sorry, the original content has been removed

2022-10-20

Like please

Intel Q3 Earnings: After 50% Drop, Greed Or Fear?

2022-10-18

Like please

Apple Announces New iPad Pros, Redesigned Regular iPad, and Updated Apple TV 4K

2022-10-16

Like and comment

Down 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback

2022-10-14

Like please

Inflation at 8.2%: 2 Strong Buy Dividend Stocks to Protect Your Money

2022-10-12

[What]

Ark Analyst Stands by Prediction Bitcoin Price Will Top $1 Million

2022-10-12

Like please

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":3587029173183468,"uuid":"3587029173183468","gmtCreate":1623939754584,"gmtModify":1623939754584,"name":"shoude","pinyin":"shoude","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":13,"headSize":26,"tweetSize":331,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.13","exceedPercentage":"93.35%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":9960001203,"gmtCreate":1668010042903,"gmtModify":1676537998398,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[What]//<a href=\"https://laohu8.com/U/3581250367192554\">@carroll</a>: Halo","listText":"[What]//<a href=\"https://laohu8.com/U/3581250367192554\">@carroll</a>: Halo","text":"[What]//@carroll: Halo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960001203","repostId":"1155942674","repostType":4,"repost":{"id":"1155942674","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1668007736,"share":"https://www.laohu8.com/m/news/1155942674?lang=&edition=full","pubTime":"2022-11-09 23:28","market":"us","language":"en","title":"U.S. Stocks Stayed Red in Morning Trading; Nasdaq Fell Over 0.6% While S&P 500 and Dow Jones Slid Over 0.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155942674","media":"Tiger Newspress","summary":"U.S. stocks stayed red in morning trading; Nasdaq tumbled 0.62%, S&P 500 crashed 0.43% while Dow Jones slid 0.42%.","content":"<html><head></head><body><p>U.S. stocks stayed red in morning trading; Nasdaq tumbled 0.62%, S&amp;P 500 crashed 0.43% while Dow Jones slid 0.42%.<img src=\"https://static.tigerbbs.com/faf1440989558bf12bb712caf4de732b\" tg-width=\"624\" tg-height=\"109\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Stayed Red in Morning Trading; Nasdaq Fell Over 0.6% While S&P 500 and Dow Jones Slid Over 0.4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Stayed Red in Morning Trading; Nasdaq Fell Over 0.6% While S&P 500 and Dow Jones Slid Over 0.4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-09 23:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks stayed red in morning trading; Nasdaq tumbled 0.62%, S&amp;P 500 crashed 0.43% while Dow Jones slid 0.42%.<img src=\"https://static.tigerbbs.com/faf1440989558bf12bb712caf4de732b\" tg-width=\"624\" tg-height=\"109\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155942674","content_text":"U.S. stocks stayed red in morning trading; Nasdaq tumbled 0.62%, S&P 500 crashed 0.43% while Dow Jones slid 0.42%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987687981,"gmtCreate":1667890170844,"gmtModify":1676537980356,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9987687981","repostId":"1185151450","repostType":4,"repost":{"id":"1185151450","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1667889284,"share":"https://www.laohu8.com/m/news/1185151450?lang=&edition=full","pubTime":"2022-11-08 14:34","market":"us","language":"en","title":"Option Movers｜DWAC Has 70% Call Options, Investors Bet on Trump before Midterm Elections","url":"https://stock-news.laohu8.com/highlight/detail?id=1185151450","media":"Tiger Newspress","summary":"Market OverviewWall Street ended sharply higher Monday(Nov 7) as investors focused on Tuesday's midt","content":"<html><head></head><body><h2>Market Overview</h2><p>Wall Street ended sharply higher Monday(Nov 7) as investors focused on Tuesday&#39;s midterm elections that will determine control of Congress.</p><p>S&amp;P 500 gained 0.96%, Nasdaq climbed 0.85%, and Dow gained 1.31%.</p><p>Regarding the options market, a total volume of 34,914,878 contracts was traded, down 33% from the previous trading day.</p><h2>Top 10 Option Volumes</h2><p>Top 10: SPY, QQQ, TSLA, AAPL, AMZN, META, FXI, IWM, PLTR, VIX</p><p>Options related to equity index ETFs are top choices for investors, with 6.58 million <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P500 ETF Trust</a> and 2.24 million <a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a> options contracts trading Monday.</p><p>Total trading volume for SPY and QQQ down 35% and 38%, respectively, from the previous day. 55% of SPY trades bet on bearish options.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0d0921dbbd33342745b6b7e81752c9c\" tg-width=\"828\" tg-height=\"1410\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade app</span></p><p><b>Palantir </b>posted its slowest quarterly growth in revenue since going public in 2020 due to weak demand for its data analytics software in Europe, while a strong dollar weighed on its profit, sending its share down 11 per cent on Monday.</p><p>41% of Palantir&#39;s options bet on bearish one. Particularly high volume was seen for the $5 strike put option expiring Dec 23, with 40,905 contracts trading on Monday.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f19ec9ad31b502680cfcfd9d8685a606\" tg-width=\"1188\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p>Chinese equities that trade on the Hong Kong Stock Exchange took off Monday, prompting total trading volume for <a href=\"https://laohu8.com/S/FXI\">iShares China</a> to reach 820.3K.</p><p>The iShares China Large-Cap ETF seeks to track the investment results of an index composed of large-capitalization Chinese equities that trade on the Hong Kong Stock Exchange, including <a href=\"https://laohu8.com/S/09988\">Alibaba</a>, <a href=\"https://laohu8.com/S/03690\">Meituan</a>, <a href=\"https://laohu8.com/S/00700\">Tencent</a> and more.</p><p><b>Hot Chinese ADRs</b> have rebounded a lot from the lowest point on Oct. 24 in recent two weeks. Education ADRs gained robust momentum,  with TAL Education and New Oriental Education surging 90% and 70%, respectively.</p><p><img src=\"https://static.tigerbbs.com/e78ccf5793c180b222d0f9768ac0ff49\" tg-width=\"746\" tg-height=\"1172\" referrerpolicy=\"no-referrer\"/><b>Digital World </b>also saw usual options activity. DWAC soared 66% after former President Donald Trump teases a 2024 election run at Sunday rally.</p><p>There are 218,641 volume contracts trading on Monday, call options account for 70%. Particularly high volume was seen for the $30 strike call option expiring Nov 11, with 16,101 contracts trading on Monday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p>Top 10 bullish stocks: QQQ, INVZ, SLB, PHUN, XLI, VOD, MSFT, VERU, WBD, UVXY</p><p>Top 10 bearish stocks: CARG, AMZN, SOFI, FXI, META, ARKK, PDD, TSLA, PBR, LAZR<img src=\"https://static.tigerbbs.com/f18fe7d21c410d71496be5ec9228747a\" tg-width=\"793\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/>If you are interested in options and you want to:</p><ul><li>Share experiences and ideas on options trading.</li></ul><ul><li>Read options-related market updates/insights.</li></ul><ul><li>Learn more about options trading if you are a beginner in this field.</li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" target=\"_blank\">Tiger Options Club</a></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>Option Movers｜DWAC Has 70% Call Options, Investors Bet on Trump before Midterm Elections</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\">\nOption Movers｜DWAC Has 70% Call Options, Investors Bet on Trump before Midterm Elections\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-08 14:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>Market Overview</h2><p>Wall Street ended sharply higher Monday(Nov 7) as investors focused on Tuesday&#39;s midterm elections that will determine control of Congress.</p><p>S&amp;P 500 gained 0.96%, Nasdaq climbed 0.85%, and Dow gained 1.31%.</p><p>Regarding the options market, a total volume of 34,914,878 contracts was traded, down 33% from the previous trading day.</p><h2>Top 10 Option Volumes</h2><p>Top 10: SPY, QQQ, TSLA, AAPL, AMZN, META, FXI, IWM, PLTR, VIX</p><p>Options related to equity index ETFs are top choices for investors, with 6.58 million <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P500 ETF Trust</a> and 2.24 million <a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a> options contracts trading Monday.</p><p>Total trading volume for SPY and QQQ down 35% and 38%, respectively, from the previous day. 55% of SPY trades bet on bearish options.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0d0921dbbd33342745b6b7e81752c9c\" tg-width=\"828\" tg-height=\"1410\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade app</span></p><p><b>Palantir </b>posted its slowest quarterly growth in revenue since going public in 2020 due to weak demand for its data analytics software in Europe, while a strong dollar weighed on its profit, sending its share down 11 per cent on Monday.</p><p>41% of Palantir&#39;s options bet on bearish one. Particularly high volume was seen for the $5 strike put option expiring Dec 23, with 40,905 contracts trading on Monday.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f19ec9ad31b502680cfcfd9d8685a606\" tg-width=\"1188\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p>Chinese equities that trade on the Hong Kong Stock Exchange took off Monday, prompting total trading volume for <a href=\"https://laohu8.com/S/FXI\">iShares China</a> to reach 820.3K.</p><p>The iShares China Large-Cap ETF seeks to track the investment results of an index composed of large-capitalization Chinese equities that trade on the Hong Kong Stock Exchange, including <a href=\"https://laohu8.com/S/09988\">Alibaba</a>, <a href=\"https://laohu8.com/S/03690\">Meituan</a>, <a href=\"https://laohu8.com/S/00700\">Tencent</a> and more.</p><p><b>Hot Chinese ADRs</b> have rebounded a lot from the lowest point on Oct. 24 in recent two weeks. Education ADRs gained robust momentum,  with TAL Education and New Oriental Education surging 90% and 70%, respectively.</p><p><img src=\"https://static.tigerbbs.com/e78ccf5793c180b222d0f9768ac0ff49\" tg-width=\"746\" tg-height=\"1172\" referrerpolicy=\"no-referrer\"/><b>Digital World </b>also saw usual options activity. DWAC soared 66% after former President Donald Trump teases a 2024 election run at Sunday rally.</p><p>There are 218,641 volume contracts trading on Monday, call options account for 70%. Particularly high volume was seen for the $30 strike call option expiring Nov 11, with 16,101 contracts trading on Monday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p>Top 10 bullish stocks: QQQ, INVZ, SLB, PHUN, XLI, VOD, MSFT, VERU, WBD, UVXY</p><p>Top 10 bearish stocks: CARG, AMZN, SOFI, FXI, META, ARKK, PDD, TSLA, PBR, LAZR<img src=\"https://static.tigerbbs.com/f18fe7d21c410d71496be5ec9228747a\" tg-width=\"793\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/>If you are interested in options and you want to:</p><ul><li>Share experiences and ideas on options trading.</li></ul><ul><li>Read options-related market updates/insights.</li></ul><ul><li>Learn more about options trading if you are a beginner in this field.</li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" target=\"_blank\">Tiger Options Club</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FXI":"中国大盘股ETF-iShares","PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185151450","content_text":"Market OverviewWall Street ended sharply higher Monday(Nov 7) as investors focused on Tuesday's midterm elections that will determine control of Congress.S&P 500 gained 0.96%, Nasdaq climbed 0.85%, and Dow gained 1.31%.Regarding the options market, a total volume of 34,914,878 contracts was traded, down 33% from the previous trading day.Top 10 Option VolumesTop 10: SPY, QQQ, TSLA, AAPL, AMZN, META, FXI, IWM, PLTR, VIXOptions related to equity index ETFs are top choices for investors, with 6.58 million SPDR S&P500 ETF Trust and 2.24 million Invest QQQ Trust ETF options contracts trading Monday.Total trading volume for SPY and QQQ down 35% and 38%, respectively, from the previous day. 55% of SPY trades bet on bearish options.Source: Tiger Trade appPalantir posted its slowest quarterly growth in revenue since going public in 2020 due to weak demand for its data analytics software in Europe, while a strong dollar weighed on its profit, sending its share down 11 per cent on Monday.41% of Palantir's options bet on bearish one. Particularly high volume was seen for the $5 strike put option expiring Dec 23, with 40,905 contracts trading on Monday.Unusual Options ActivitySource: Market ChameleonChinese equities that trade on the Hong Kong Stock Exchange took off Monday, prompting total trading volume for iShares China to reach 820.3K.The iShares China Large-Cap ETF seeks to track the investment results of an index composed of large-capitalization Chinese equities that trade on the Hong Kong Stock Exchange, including Alibaba, Meituan, Tencent and more.Hot Chinese ADRs have rebounded a lot from the lowest point on Oct. 24 in recent two weeks. Education ADRs gained robust momentum,  with TAL Education and New Oriental Education surging 90% and 70%, respectively.Digital World also saw usual options activity. DWAC soared 66% after former President Donald Trump teases a 2024 election run at Sunday rally.There are 218,641 volume contracts trading on Monday, call options account for 70%. Particularly high volume was seen for the $30 strike call option expiring Nov 11, with 16,101 contracts trading on Monday.TOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: QQQ, INVZ, SLB, PHUN, XLI, VOD, MSFT, VERU, WBD, UVXYTop 10 bearish stocks: CARG, AMZN, SOFI, FXI, META, ARKK, PDD, TSLA, PBR, LAZRIf you are interested in options and you want to:Share experiences and ideas on options trading.Read options-related market updates/insights.Learn more about options trading if you are a beginner in this field.Please click to join Tiger Options Club","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987941375,"gmtCreate":1667801605397,"gmtModify":1676537965824,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9987941375","repostId":"2281610820","repostType":4,"repost":{"id":"2281610820","pubTimestamp":1667807101,"share":"https://www.laohu8.com/m/news/2281610820?lang=&edition=full","pubTime":"2022-11-07 15:45","market":"us","language":"en","title":"The U.S. CPI Report Could Deliver A Massive Shock To Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2281610820","media":"Seeking Alpha","summary":"SummaryThe stock market appears to be hedging only for the CPI day of risk.That may be a problem because the CPI estimates appear to be too low.That means stocks may be vulnerable to a big drop on a h","content":"<html><head></head><body><h2>Summary</h2><ul><li>The stock market appears to be hedging only for the CPI day of risk.</li><li>That may be a problem because the CPI estimates appear to be too low.</li><li>That means stocks may be vulnerable to a big drop on a hot CPI report this week.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cc42f1e635803106456c259f171cff8\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>nonnie192</span></p><p>With the consumer price index on deck, it will be another big week for markets. The CPI report has been a market-moving event for the last few months, and the October report comes Thursday, November 10.</p><h2>Estimates MayBe Too Low</h2><p>Consensus estimates may prove too low again for both headline and core CPI. For October, CPI is estimated to have risen by 7.9%, down from September&#39;s reading of 8.2%. Meanwhile, core CPI is estimated to have increased by 6.5%, down from September&#39;s 6.6%. The problem is that CPI and core CPI have met or beaten estimates in 10 out of the last 12 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd4688576daa932d914779de59158c90\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>The Cleveland Fed is forecasting much higher inflation than current consensus estimates. For headline CPI, the Cleveland Fed indicates a year-over-year increase of 8.1%; for core CPI, it estimates 6.6%. If the Cleveland Fed is correct, analysts&#39; consensus estimates may prove too low and by as much as 0.2% for CPI and 0.1% for core CPI.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac2f0dc543236e7ac4387176c853c7c5\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>The problem is that the Cleveland Fed has historically underestimated the actual CPI results. Over the last 19 months&#39; headline, CPI has beaten the Cleveland Fed estimates 16 times, and core CPI has come hotter than the Cleveland Fed estimates 14 times.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34974181aab4ed5c801839bab47acdca\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>So if the consensus estimates for headline inflation are 7.9% and the Cleveland Fed is at 8.1%, there is a good chance that headline CPI could come in significantly higher than the consensus and may even be higher than the Cleveland Fed&#39;s estimates.</p><p>Meanwhile, consensus estimates for core CPI are 6.5%, and the Cleveland Fed estimates 6.6%; there is a good chance that core also beats.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/680999db70541d03d341c9074f1a2a8e\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><h2>Markets Appear Under-Hedged</h2><p>So another hotter-than-expected CPI would undoubtedly be a shocker to markets and could create a lot of volatility. The difference between this month&#39;s CPI reading and last month&#39;s reading is that the market doesn&#39;t seem as hedged going into this month&#39;s inflation readout. So a hotter-than-expected CPI could have a much different outcome than last month&#39;s more than 2% decline at the open, followed by a &#34;flash rally&#34; due to melting implied volatility and short-covering; in that case, the market appears to have been over-hedged.</p><p>Going into last month&#39;s CPI reading, the VIX was trading well above 30. This month the VIX is trading around 25. The only time this value was lower since April was heading into the August CPI report when it was trading around 20. Perhaps because the market feels that the next FOMC meeting isn&#39;t for a month, there is no need to worry about monetary policy impacts. However, a hotter-than-expected CPI will likely ramp up the hawkish rhetoric and could even put a 75 bps rate hike for December back on the table.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3da64ebd4e74bb6dcf4dddf886a4f609\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>Following the hotter-than-expected September reading, the market started to price in odds for a 75 bps rate hike at the December meeting. But that expectation began to cool around October 20.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d064e948d4a633e9434c5251626603d9\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>However, a hotter-than-expected print would likely put the discussion for a 75 bps rate back on the table. Because the next FOMC meeting is scheduled for December 13 and 14, and the next CPI release date is scheduledfor December 13.</p><p>The problem is that the Cleveland Fed doesn&#39;t see CPI for November coming down. Currently, the estimates for November are 8.1%. This means that a reading that comes in below expectations for November is unlikely to have much influence at that point because the Fed will want to see consecutive months of falling inflation rates before thinking differently about monetary policy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/538a1e63e167d56ab3086a446dae2147\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>That would suggest that following a hotter-than-expected October CPI, investors are likely to scramble to buy longer-dated hedges than what they have done currently. Based on the S&amp;P 500 current implied volatility term structure, it would appear that investors are hedging for the risk of a hotter-than-expected inflation reading but doing so using the November 10 S&amp;P 500 expiration date.</p><p>Implied volatility for the November 10 S&amp;P 500 expiration date for an at-the-money option is elevated relative to the volatility of the dates before and after the CPI report. The market is currently thinking only about the actual CPI print but not thinking about the potential impacts of what comes after the report.</p><p>It is also potentially why the VIX is depressed, as investors hedge for the day of risk but not after the fact risk. This means if the next CPI report and the FOMC are at the same time, investors may scramble to buy that protection 30 days from now, pushing the VIX index up.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a91b7d0316f0ed9a2c0b6df36a775367\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>Should investors scramble to put hedges in place after a hotter-than-expected CPI report, it is a potential headwind for stocks, as rising implied volatility pushes equity prices lower.</p><p>At this point, the market may be overlooking the risk of this October CPI report this Thursday. And should it come in hotter than expected, the downside risk to equity markets is significant, and the VIX would likely surge much higher.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. CPI Report Could Deliver A Massive Shock To Markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. CPI Report Could Deliver A Massive Shock To Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4553867-cpi-report-massive-shock-markets><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe stock market appears to be hedging only for the CPI day of risk.That may be a problem because the CPI estimates appear to be too low.That means stocks may be vulnerable to a big drop on a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4553867-cpi-report-massive-shock-markets\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","VIXY":"波动率短期期货指数ETF","VIX":"标普500波动率指数",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4553867-cpi-report-massive-shock-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281610820","content_text":"SummaryThe stock market appears to be hedging only for the CPI day of risk.That may be a problem because the CPI estimates appear to be too low.That means stocks may be vulnerable to a big drop on a hot CPI report this week.nonnie192With the consumer price index on deck, it will be another big week for markets. The CPI report has been a market-moving event for the last few months, and the October report comes Thursday, November 10.Estimates MayBe Too LowConsensus estimates may prove too low again for both headline and core CPI. For October, CPI is estimated to have risen by 7.9%, down from September's reading of 8.2%. Meanwhile, core CPI is estimated to have increased by 6.5%, down from September's 6.6%. The problem is that CPI and core CPI have met or beaten estimates in 10 out of the last 12 months.BloombergThe Cleveland Fed is forecasting much higher inflation than current consensus estimates. For headline CPI, the Cleveland Fed indicates a year-over-year increase of 8.1%; for core CPI, it estimates 6.6%. If the Cleveland Fed is correct, analysts' consensus estimates may prove too low and by as much as 0.2% for CPI and 0.1% for core CPI.BloombergThe problem is that the Cleveland Fed has historically underestimated the actual CPI results. Over the last 19 months' headline, CPI has beaten the Cleveland Fed estimates 16 times, and core CPI has come hotter than the Cleveland Fed estimates 14 times.BloombergSo if the consensus estimates for headline inflation are 7.9% and the Cleveland Fed is at 8.1%, there is a good chance that headline CPI could come in significantly higher than the consensus and may even be higher than the Cleveland Fed's estimates.Meanwhile, consensus estimates for core CPI are 6.5%, and the Cleveland Fed estimates 6.6%; there is a good chance that core also beats.BloombergMarkets Appear Under-HedgedSo another hotter-than-expected CPI would undoubtedly be a shocker to markets and could create a lot of volatility. The difference between this month's CPI reading and last month's reading is that the market doesn't seem as hedged going into this month's inflation readout. So a hotter-than-expected CPI could have a much different outcome than last month's more than 2% decline at the open, followed by a \"flash rally\" due to melting implied volatility and short-covering; in that case, the market appears to have been over-hedged.Going into last month's CPI reading, the VIX was trading well above 30. This month the VIX is trading around 25. The only time this value was lower since April was heading into the August CPI report when it was trading around 20. Perhaps because the market feels that the next FOMC meeting isn't for a month, there is no need to worry about monetary policy impacts. However, a hotter-than-expected CPI will likely ramp up the hawkish rhetoric and could even put a 75 bps rate hike for December back on the table.BloombergFollowing the hotter-than-expected September reading, the market started to price in odds for a 75 bps rate hike at the December meeting. But that expectation began to cool around October 20.BloombergHowever, a hotter-than-expected print would likely put the discussion for a 75 bps rate back on the table. Because the next FOMC meeting is scheduled for December 13 and 14, and the next CPI release date is scheduledfor December 13.The problem is that the Cleveland Fed doesn't see CPI for November coming down. Currently, the estimates for November are 8.1%. This means that a reading that comes in below expectations for November is unlikely to have much influence at that point because the Fed will want to see consecutive months of falling inflation rates before thinking differently about monetary policy.BloombergThat would suggest that following a hotter-than-expected October CPI, investors are likely to scramble to buy longer-dated hedges than what they have done currently. Based on the S&P 500 current implied volatility term structure, it would appear that investors are hedging for the risk of a hotter-than-expected inflation reading but doing so using the November 10 S&P 500 expiration date.Implied volatility for the November 10 S&P 500 expiration date for an at-the-money option is elevated relative to the volatility of the dates before and after the CPI report. The market is currently thinking only about the actual CPI print but not thinking about the potential impacts of what comes after the report.It is also potentially why the VIX is depressed, as investors hedge for the day of risk but not after the fact risk. This means if the next CPI report and the FOMC are at the same time, investors may scramble to buy that protection 30 days from now, pushing the VIX index up.BloombergShould investors scramble to put hedges in place after a hotter-than-expected CPI report, it is a potential headwind for stocks, as rising implied volatility pushes equity prices lower.At this point, the market may be overlooking the risk of this October CPI report this Thursday. And should it come in hotter than expected, the downside risk to equity markets is significant, and the VIX would likely surge much higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984466665,"gmtCreate":1667709754157,"gmtModify":1676537955040,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9984466665","repostId":"1150175524","repostType":4,"repost":{"id":"1150175524","pubTimestamp":1667703718,"share":"https://www.laohu8.com/m/news/1150175524?lang=&edition=full","pubTime":"2022-11-06 11:01","market":"us","language":"en","title":"The Fall of Big Tech Is Boosting Stock Quants on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1150175524","media":"bloomberg","summary":"Factor trades are outperforming, from momentum to value betsInvesting approach is typically less tethered to tech megacapsMeta CEO Mark Zuckerberg unveils the Meta Quest Pro virtual-reality headset du","content":"<html><head></head><body><ul><li>Factor trades are outperforming, from momentum to value bets</li><li>Investing approach is typically less tethered to tech megacaps</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8f65081ce9226625075ac95cb67e04a\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Meta CEO Mark Zuckerberg unveils the Meta Quest Pro virtual-reality headset during the Meta Connect event on Oct. 11.</span></p><p>Another tech plunge, another shot in the arm for stock quants mounting a big comeback in Wall Street’s awful year.</p><p>As the Federal Reserve ramped up its hawkish policy guidance thisweekon still-raging inflation, the once-booming Faang megapcaps lost a further $568 billion in market value, bringing the cohort’s total capitalization to the lowest since mid-2020.</p><p>With rising interest rates spurring an abrupt end to the leadership of Big Tech, the largest technology companies are wielding less and less power over broader indexes, as former high-fliers likeMeta Platforms Inc.andAmazon.com Inc. crash anew in the latest wave of selling. Reversing the extremes of the cheap-money years, the capitalization-weighted S&amp;P 500 hit the lowest versus an equal-weighted version of the benchmark since 2019.</p><p>All this is a boon for so-called factor investors, who dissect equities according to their math-derived traits, from how cheap equities look to how fast they’ve risen. These funds are typically underweight the tech megacaps and have a propensity to spread out their exposures, a favorable setup in this era of improved market breadth.</p><p>In 11 of the last 13 sessions where the S&amp;P 500 has dropped more than 2%, strategies beloved by factor funds like value, quality, momentum and low volatility have all made money, according to Dow Jones’ market-neutral indexes.</p><p>“You got a much more diverse opportunity set that allows for more factors to come into play,” said Sean Phayre, head of quantitative investments at Abrdn Investment Management. “Previously 2019, 2020 was a very one-dimensional market.”</p><p>Systematic managers who deploy factor strategies in one form or another are on a winning streak. The AQR Equity Market NeutralFundhas rallied anew since October to notch a 21% gain so far this year. The Jupiter Merian Global Equity Absolute ReturnFund, whichbled assetsthroughout the tech bull run, is up nearly 7%.</p><p><img src=\"https://static.tigerbbs.com/af9200d7f049c1445a2db5293ea641ab\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The math whizzes of Wall Street crunch data to find patterns across the entire stock market. That means they’re mostly spreading out their wagers across a vast number of securities. So when market gains are concentrated in a few megacaps, quants almost by definition will own far less of those shares than a cheap-and-cheerful S&amp;P 500 tracker. That was the case in the low-rate years when the Faang block -- -- Facebook Inc., now known as Meta, Apple Inc., Amazon, Netflix Inc. and Google parent Alphabet Inc. -- drove the bull market.</p><p>Now a broader group of winners is giving money managers more opportunities. In a reversal of pre-2021 trends, the S&amp;P 500 pulled off an around-8% surge in October even with half of the Faangs falling.</p><p>Lately, the momentum factor, a popular quant trade, has also joined the party. A chameleon investing style that simply bets on the past year’s winners, it doesn’t do well at turning points like the start of 2022. But having rebalanced into outperformers like health-care and energy stocks, the strategy has rallied this quarter in a sign of persistent trends driven by sticky inflation.</p><p>The $12 billion iShares MSCI USA Momentum Factor ETF (tickerMTUM) drew a record $2 billion in inflows last month after its 13% surge beat the wider market by the most in its nine-year history. A market-neutral version compiled by Bloomberg is on track for the best year since 2015.</p><p>“Momentum is the all-weather strategy,” Christopher Harvey, head of equity strategy at Wells Fargo, wrote in a note. He expects more market damage caused by inflation and jobs data, touting momentum strategies as “they have a tendency to perform well” in stressed conditions.</p><p><img src=\"https://static.tigerbbs.com/2cbca206ffa153228ae07923cf7615b6\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meanwhile, 87% of high-momentum firms have beaten earnings expectations this season, compared to 70% of the S&amp;P 500, per Harvey. These winning names are also getting rewarded more for good results and punished less for bad ones.</p><p>The value strategy of buying cheap shares has also seen another bump with rising rates driving investors away from stocks with high multiples. Meanwhile the low-volatility trade is shining as steadier stocks like health-care names win out.</p><p>These trends have only intensified lately with American heavyweights like Amazon, Alphabet and Microsoft posting disappointing earnings -- a big turnaround compared to the unbridled tech optimism of the low-rate era.</p><p>“The single dimension that was driving those names to excess returns -- that model is somewhat broken,” said Phayre at Abrdn. “Come 2021, 2022 there’s a realization there’s going to be some form of payback for all the cheap money.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fall of Big Tech Is Boosting Stock Quants on Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fall of Big Tech Is Boosting Stock Quants on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-06 11:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-05/the-fall-of-big-tech-is-boosting-stock-quants-on-wall-street><strong>bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Factor trades are outperforming, from momentum to value betsInvesting approach is typically less tethered to tech megacapsMeta CEO Mark Zuckerberg unveils the Meta Quest Pro virtual-reality headset ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-05/the-fall-of-big-tech-is-boosting-stock-quants-on-wall-street\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","AMZN":"亚马逊","META":"Meta Platforms",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-05/the-fall-of-big-tech-is-boosting-stock-quants-on-wall-street","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150175524","content_text":"Factor trades are outperforming, from momentum to value betsInvesting approach is typically less tethered to tech megacapsMeta CEO Mark Zuckerberg unveils the Meta Quest Pro virtual-reality headset during the Meta Connect event on Oct. 11.Another tech plunge, another shot in the arm for stock quants mounting a big comeback in Wall Street’s awful year.As the Federal Reserve ramped up its hawkish policy guidance thisweekon still-raging inflation, the once-booming Faang megapcaps lost a further $568 billion in market value, bringing the cohort’s total capitalization to the lowest since mid-2020.With rising interest rates spurring an abrupt end to the leadership of Big Tech, the largest technology companies are wielding less and less power over broader indexes, as former high-fliers likeMeta Platforms Inc.andAmazon.com Inc. crash anew in the latest wave of selling. Reversing the extremes of the cheap-money years, the capitalization-weighted S&P 500 hit the lowest versus an equal-weighted version of the benchmark since 2019.All this is a boon for so-called factor investors, who dissect equities according to their math-derived traits, from how cheap equities look to how fast they’ve risen. These funds are typically underweight the tech megacaps and have a propensity to spread out their exposures, a favorable setup in this era of improved market breadth.In 11 of the last 13 sessions where the S&P 500 has dropped more than 2%, strategies beloved by factor funds like value, quality, momentum and low volatility have all made money, according to Dow Jones’ market-neutral indexes.“You got a much more diverse opportunity set that allows for more factors to come into play,” said Sean Phayre, head of quantitative investments at Abrdn Investment Management. “Previously 2019, 2020 was a very one-dimensional market.”Systematic managers who deploy factor strategies in one form or another are on a winning streak. The AQR Equity Market NeutralFundhas rallied anew since October to notch a 21% gain so far this year. The Jupiter Merian Global Equity Absolute ReturnFund, whichbled assetsthroughout the tech bull run, is up nearly 7%.The math whizzes of Wall Street crunch data to find patterns across the entire stock market. That means they’re mostly spreading out their wagers across a vast number of securities. So when market gains are concentrated in a few megacaps, quants almost by definition will own far less of those shares than a cheap-and-cheerful S&P 500 tracker. That was the case in the low-rate years when the Faang block -- -- Facebook Inc., now known as Meta, Apple Inc., Amazon, Netflix Inc. and Google parent Alphabet Inc. -- drove the bull market.Now a broader group of winners is giving money managers more opportunities. In a reversal of pre-2021 trends, the S&P 500 pulled off an around-8% surge in October even with half of the Faangs falling.Lately, the momentum factor, a popular quant trade, has also joined the party. A chameleon investing style that simply bets on the past year’s winners, it doesn’t do well at turning points like the start of 2022. But having rebalanced into outperformers like health-care and energy stocks, the strategy has rallied this quarter in a sign of persistent trends driven by sticky inflation.The $12 billion iShares MSCI USA Momentum Factor ETF (tickerMTUM) drew a record $2 billion in inflows last month after its 13% surge beat the wider market by the most in its nine-year history. A market-neutral version compiled by Bloomberg is on track for the best year since 2015.“Momentum is the all-weather strategy,” Christopher Harvey, head of equity strategy at Wells Fargo, wrote in a note. He expects more market damage caused by inflation and jobs data, touting momentum strategies as “they have a tendency to perform well” in stressed conditions.Meanwhile, 87% of high-momentum firms have beaten earnings expectations this season, compared to 70% of the S&P 500, per Harvey. These winning names are also getting rewarded more for good results and punished less for bad ones.The value strategy of buying cheap shares has also seen another bump with rising rates driving investors away from stocks with high multiples. Meanwhile the low-volatility trade is shining as steadier stocks like health-care names win out.These trends have only intensified lately with American heavyweights like Amazon, Alphabet and Microsoft posting disappointing earnings -- a big turnaround compared to the unbridled tech optimism of the low-rate era.“The single dimension that was driving those names to excess returns -- that model is somewhat broken,” said Phayre at Abrdn. “Come 2021, 2022 there’s a realization there’s going to be some form of payback for all the cheap money.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984205870,"gmtCreate":1667632629491,"gmtModify":1676537947284,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984205870","repostId":"2280889266","repostType":4,"repost":{"id":"2280889266","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":1667576518,"share":"https://www.laohu8.com/m/news/2280889266?lang=&edition=full","pubTime":"2022-11-04 23:41","market":"us","language":"en","title":"U.S. Jobs Picture Mixed As Fed Policymakers Ponder Rate-Hike Pivot","url":"https://stock-news.laohu8.com/highlight/detail?id=2280889266","media":"Reuters","summary":"(Reuters) - Federal Reserve policymakers were provided only a few signs of encouragement on Friday as new data showed another month of robust U.S. job gains, underscoring concerns their campaign to hi","content":"<html><head></head><body><p>(Reuters) - Federal Reserve policymakers were provided only a few signs of encouragement on Friday as new data showed another month of robust U.S. job gains, underscoring concerns their campaign to hike interest rates to bring down high inflation has yet to really bite in the labor market or wider economy.</p><p>The United States added 261,000 jobs last month, the Labor Department said in its closely watched employment report, well above the 200,000 gain expected by economists in a Reuters poll. Data for September was revised higher to show 315,000 jobs created instead of the previously reported 263,000, but the unemployment rate ticked up to 3.7% from 3.5%.</p><p>&#34;The data are still showing strong positive momentum in the labor market, which is not yet showing much adjustment in response to a rapid tightening of monetary policy. These data will keep the Fed on track to keep raising rates into restrictive territory,&#34; said Rubeela Farooqi, chief U.S. economist at High Frequency Economics.</p><p>The U.S. central bank on Wednesday raised rates by 75 basis points for the fourth consecutive meeting, but signaled it hoped to shift to smaller hikes in borrowing costs as soon as its next meeting in December as it allows time for the economy to absorb the swiftest tightening of monetary policy in 40 years.</p><p>However, Fed Chair Jerome Powell tempered that message with a warning that rate increases, while possibly smaller, will persist long enough that rates will ultimately rest higher than policymakers previously thought and that any talk of a pause was &#34;very premature.&#34; The Fed&#39;s key policy rate currently sits in a 3.75%-4.00% range.</p><p>Investors in futures contracts tied to the Fed&#39;s benchmark overnight interest rate kept their bets that a 50-basis-point rate hike in December is slightly more likely than another 75-basis-point hike following the employment report, and though traders are still are wagering on that rate rising to a 5.00%-5.25% range by March of next year, they have eased off bets of it climbing higher than that level.</p><h3>DELICATE BALANCING ACT</h3><p>The Fed is trying to thread the needle on softening the labor market enough to tamp down high job vacancy rates and wage growth, which have helped fuel inflation, without causing a sharp spike in unemployment which would see it having to ease off the throttle sooner than desired.</p><p>Persistently strong job gains also make it difficult for the central bank to let up, increasing the likelihood it has to lift borrowing costs so much that it upends the economy and triggers a painful recession.</p><p>For months the labor market has remained buoyant even as interest rates have risen and barely a dent has been made in bringing down the highest rate of inflation in 40 years. By the Fed&#39;s preferred measure, it is running more than three times the central bank&#39;s 2% target.</p><p>Friday&#39;s employment report offered some indications of progress, most notably the slowdown of job gains in some sectors. The household survey portion of the report also showed a sharp fall in employment, while the rise in the unemployment rate suggests some loosening in labor market conditions.</p><p>Annual wage growth also appears to have peaked even as average hourly earnings rose more than expected in October on a monthly basis to the highest reading since July.</p><p>That gives some weight to a closely watched forward-looking labor costs report last Friday which showed a considerable slowdown in private-sector wage growth in the third quarter, suggesting wage pressures may have peaked.</p><p>But overall pressures remain. Earlier this week, separate government reports showed U.S. job openings unexpectedly rose in September while the number of Americans filing new claims for unemployment benefits unexpectedly fell last week. There are still 1.9 job openings for every unemployed worker.</p><p>The wage growth data released on Friday &#34;is still too fast to be consistent with the Fed&#39;s 2% inflation target, and with employment growth still surprisingly resilient ... this release will do little to alter the Fed&#39;s resolute hawkishness,&#34; said Michael Pearce, a senior U.S. economist at Capital Economics.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Jobs Picture Mixed As Fed Policymakers Ponder Rate-Hike Pivot</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Jobs Picture Mixed As Fed Policymakers Ponder Rate-Hike Pivot\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-04 23:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Federal Reserve policymakers were provided only a few signs of encouragement on Friday as new data showed another month of robust U.S. job gains, underscoring concerns their campaign to hike interest rates to bring down high inflation has yet to really bite in the labor market or wider economy.</p><p>The United States added 261,000 jobs last month, the Labor Department said in its closely watched employment report, well above the 200,000 gain expected by economists in a Reuters poll. Data for September was revised higher to show 315,000 jobs created instead of the previously reported 263,000, but the unemployment rate ticked up to 3.7% from 3.5%.</p><p>&#34;The data are still showing strong positive momentum in the labor market, which is not yet showing much adjustment in response to a rapid tightening of monetary policy. These data will keep the Fed on track to keep raising rates into restrictive territory,&#34; said Rubeela Farooqi, chief U.S. economist at High Frequency Economics.</p><p>The U.S. central bank on Wednesday raised rates by 75 basis points for the fourth consecutive meeting, but signaled it hoped to shift to smaller hikes in borrowing costs as soon as its next meeting in December as it allows time for the economy to absorb the swiftest tightening of monetary policy in 40 years.</p><p>However, Fed Chair Jerome Powell tempered that message with a warning that rate increases, while possibly smaller, will persist long enough that rates will ultimately rest higher than policymakers previously thought and that any talk of a pause was &#34;very premature.&#34; The Fed&#39;s key policy rate currently sits in a 3.75%-4.00% range.</p><p>Investors in futures contracts tied to the Fed&#39;s benchmark overnight interest rate kept their bets that a 50-basis-point rate hike in December is slightly more likely than another 75-basis-point hike following the employment report, and though traders are still are wagering on that rate rising to a 5.00%-5.25% range by March of next year, they have eased off bets of it climbing higher than that level.</p><h3>DELICATE BALANCING ACT</h3><p>The Fed is trying to thread the needle on softening the labor market enough to tamp down high job vacancy rates and wage growth, which have helped fuel inflation, without causing a sharp spike in unemployment which would see it having to ease off the throttle sooner than desired.</p><p>Persistently strong job gains also make it difficult for the central bank to let up, increasing the likelihood it has to lift borrowing costs so much that it upends the economy and triggers a painful recession.</p><p>For months the labor market has remained buoyant even as interest rates have risen and barely a dent has been made in bringing down the highest rate of inflation in 40 years. By the Fed&#39;s preferred measure, it is running more than three times the central bank&#39;s 2% target.</p><p>Friday&#39;s employment report offered some indications of progress, most notably the slowdown of job gains in some sectors. The household survey portion of the report also showed a sharp fall in employment, while the rise in the unemployment rate suggests some loosening in labor market conditions.</p><p>Annual wage growth also appears to have peaked even as average hourly earnings rose more than expected in October on a monthly basis to the highest reading since July.</p><p>That gives some weight to a closely watched forward-looking labor costs report last Friday which showed a considerable slowdown in private-sector wage growth in the third quarter, suggesting wage pressures may have peaked.</p><p>But overall pressures remain. Earlier this week, separate government reports showed U.S. job openings unexpectedly rose in September while the number of Americans filing new claims for unemployment benefits unexpectedly fell last week. There are still 1.9 job openings for every unemployed worker.</p><p>The wage growth data released on Friday &#34;is still too fast to be consistent with the Fed&#39;s 2% inflation target, and with employment growth still surprisingly resilient ... this release will do little to alter the Fed&#39;s resolute hawkishness,&#34; said Michael Pearce, a senior U.S. economist at Capital Economics.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280889266","content_text":"(Reuters) - Federal Reserve policymakers were provided only a few signs of encouragement on Friday as new data showed another month of robust U.S. job gains, underscoring concerns their campaign to hike interest rates to bring down high inflation has yet to really bite in the labor market or wider economy.The United States added 261,000 jobs last month, the Labor Department said in its closely watched employment report, well above the 200,000 gain expected by economists in a Reuters poll. Data for September was revised higher to show 315,000 jobs created instead of the previously reported 263,000, but the unemployment rate ticked up to 3.7% from 3.5%.\"The data are still showing strong positive momentum in the labor market, which is not yet showing much adjustment in response to a rapid tightening of monetary policy. These data will keep the Fed on track to keep raising rates into restrictive territory,\" said Rubeela Farooqi, chief U.S. economist at High Frequency Economics.The U.S. central bank on Wednesday raised rates by 75 basis points for the fourth consecutive meeting, but signaled it hoped to shift to smaller hikes in borrowing costs as soon as its next meeting in December as it allows time for the economy to absorb the swiftest tightening of monetary policy in 40 years.However, Fed Chair Jerome Powell tempered that message with a warning that rate increases, while possibly smaller, will persist long enough that rates will ultimately rest higher than policymakers previously thought and that any talk of a pause was \"very premature.\" The Fed's key policy rate currently sits in a 3.75%-4.00% range.Investors in futures contracts tied to the Fed's benchmark overnight interest rate kept their bets that a 50-basis-point rate hike in December is slightly more likely than another 75-basis-point hike following the employment report, and though traders are still are wagering on that rate rising to a 5.00%-5.25% range by March of next year, they have eased off bets of it climbing higher than that level.DELICATE BALANCING ACTThe Fed is trying to thread the needle on softening the labor market enough to tamp down high job vacancy rates and wage growth, which have helped fuel inflation, without causing a sharp spike in unemployment which would see it having to ease off the throttle sooner than desired.Persistently strong job gains also make it difficult for the central bank to let up, increasing the likelihood it has to lift borrowing costs so much that it upends the economy and triggers a painful recession.For months the labor market has remained buoyant even as interest rates have risen and barely a dent has been made in bringing down the highest rate of inflation in 40 years. By the Fed's preferred measure, it is running more than three times the central bank's 2% target.Friday's employment report offered some indications of progress, most notably the slowdown of job gains in some sectors. The household survey portion of the report also showed a sharp fall in employment, while the rise in the unemployment rate suggests some loosening in labor market conditions.Annual wage growth also appears to have peaked even as average hourly earnings rose more than expected in October on a monthly basis to the highest reading since July.That gives some weight to a closely watched forward-looking labor costs report last Friday which showed a considerable slowdown in private-sector wage growth in the third quarter, suggesting wage pressures may have peaked.But overall pressures remain. Earlier this week, separate government reports showed U.S. job openings unexpectedly rose in September while the number of Americans filing new claims for unemployment benefits unexpectedly fell last week. There are still 1.9 job openings for every unemployed worker.The wage growth data released on Friday \"is still too fast to be consistent with the Fed's 2% inflation target, and with employment growth still surprisingly resilient ... this release will do little to alter the Fed's resolute hawkishness,\" said Michael Pearce, a senior U.S. economist at Capital Economics.","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985492615,"gmtCreate":1667436708138,"gmtModify":1676537917370,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9985492615","repostId":"1121002610","repostType":4,"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985105892,"gmtCreate":1667339745016,"gmtModify":1676537898860,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9985105892","repostId":"2280956963","repostType":4,"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982420998,"gmtCreate":1667234215115,"gmtModify":1676537882294,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9982420998","repostId":"1152317142","repostType":4,"repost":{"id":"1152317142","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1667229787,"share":"https://www.laohu8.com/m/news/1152317142?lang=&edition=full","pubTime":"2022-10-31 23:23","market":"us","language":"en","title":"Some EV Shares Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1152317142","media":"Tiger Newspress","summary":"Some EV shares gained in morning trading. Nikola surged 11%; Fisker jumped more than 6%; Arrival, Lo","content":"<html><head></head><body><p>Some EV shares gained in morning trading. Nikola surged 11%; Fisker jumped more than 6%; Arrival, Lordstown rose over 4%.<img src=\"https://static.tigerbbs.com/70cb96ff821e9fc794d5cbeaedd1f157\" tg-width=\"403\" tg-height=\"582\" width=\"100%\" height=\"auto\"/></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>Some EV Shares Gained in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome EV Shares Gained in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-31 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some EV shares gained in morning trading. Nikola surged 11%; Fisker jumped more than 6%; Arrival, Lordstown rose over 4%.<img src=\"https://static.tigerbbs.com/70cb96ff821e9fc794d5cbeaedd1f157\" tg-width=\"403\" tg-height=\"582\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSR":"菲斯克","NKLA":"Nikola Corporation"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152317142","content_text":"Some EV shares gained in morning trading. Nikola surged 11%; Fisker jumped more than 6%; Arrival, Lordstown rose over 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982358716,"gmtCreate":1667100975535,"gmtModify":1676537861248,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982358716","repostId":"1144002858","repostType":4,"repost":{"id":"1144002858","pubTimestamp":1667099313,"share":"https://www.laohu8.com/m/news/1144002858?lang=&edition=full","pubTime":"2022-10-30 11:08","market":"us","language":"en","title":"Is Nvidia And Oracle's Partnership Expansion Good For Business Outlook?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144002858","media":"Seeking Alpha","summary":"SummaryNVDA’s partnership with OCI could help negate the adverse developments that have cropped up d","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NVDA’s partnership with OCI could help negate the adverse developments that have cropped up due to geopolitical risks.</li><li>NVDA’s powerful AI-ready infrastructure feels like a good fit to harness Oracle’s deep data repositories.</li><li>NVDA’s forward valuations look attractive and the risk-reward on the weekly chart does not look too bad.</li><li>However, institutions still continue to shun the stock, and it does not look like it will be an apt rotation candidate for those fishing in the semiconductor or AI arenas.</li></ul><p><b>Introduction</b></p><p>NVIDIA Corporation (NASDAQ: NVDA), a trailblazer in accelerated computing reports under five divisions. Over the years, the Data Center segment has grown to become a vital fulcrum of the overall story. In Q2, this division contributed $3.8bn of revenue (that is more than any other division), accounting for 57% of NVDA’s overall topline.</p><p>When things were moving along quite smoothly here, it was rather dispiriting to note that the company had become a victim of geopolitical tensions between China and the US; in late August/early September, the US government imposed new license requirements which would hinder the ability of NVIDIA to export its A100 and upcoming H100 GPUs without much encumbrances. NVDA is now in the process of working out alternative solutions to mitigate this impact, but the initial reading is that this development could prove to impact revenues to the tune of $400 mper quarter. That would imply a roughly 11% impact on the data center business which is certainly not ideal, particularly when the other large division- gaming, continues to slow down every quarter.</p><p><b>The Implications Of The Nvidia and Oracle Partnership</b></p><p>Whilst NVIDIA continues to figure out the best course of action for the Chinese market going forward, it was heartening to read about another development a few days back- the expansion of an ongoing multiyear alliance with Oracle(ORCL), which is designed to enhance Oracle Cloud Infrastructure’s (OCI) positioning with its enterprise clients (these clients will now have access to all of NVDA’s AI platforms). Needless to say, this will also provide added visibility for NVIDIA’s AI, which can only be good for further and rapid adoption from other parties.</p><p>As part of the<i>“multi-year</i>” deal, OCI will be adding<i>“tens of thousands more NVIDIA GPUs, including the A100 and upcoming H100”.</i>I believe this could be a very symbiotic connection for both entities; we know that ORCL’s databases attract a plethora of companies that use them to store chunks and chunks of raw enterprise data. But just having the data isn’t enough; you need the requisite AI-ready infrastructure, and there are not too many companies that can offer what NVDA does.</p><p>Leave aside the H100 for now, which is still in the works, but using the A100 80GB GPU, OCI could cater to a diverse set of AI workloads for its clients, particularly deep learning training, and the creation of data frames, at 3x the level of an A100 40GB GPU. One can combine the A100 GPU with Oracle’s innate low latency cluster networks and you get a landscape where enterprise clients could potentially host around 500GPUs in a cluster. The “pace” and “scale” at which this mammoth data is harnessed and made sense of (how best can we address gaps in the market, how can we speed up product development, etc.) will likely make this one of the most glimmering partnerships in the industry.</p><p><img src=\"https://static.tigerbbs.com/998a86b67eade99a5ece0dc7df4cf263\" tg-width=\"640\" tg-height=\"598\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVIDIA Website</p><p>I also feel this partnership with ORCL could more than negate the adverse impact of the recent geopolitical events, although, given the paucity of publicly disclosed numbers, one can’t be too certain of a definitive contract figure.</p><p>For instance, we don’t know the mix of A100 and H100 GPUs this Oracle partnership calls for; to be conservative, I’m considering only the A100 Tensor Core 80GB GPU which is priced at $13,999 as per public data (the H100 which could typically facilitate AI training at 9x the speed of an A100 GPU, will no doubt be priced at much superior rates). Then, “tens of thousands” could be any number from 10000 units to 99000 units, but assuming the A100 80GB GPU pricing, you’re looking at a potential boost of anything from $140m to $1400m. This is also unlikely to be limited to just hardware. There could also be a few additional millions linked to enterprise support work designed to make the AI software run more efficiently, across the subscription period, which could extend for a few years. We&#39;d have to wait for more clarity for the nuances of this deal, and one may likely get it on the 16th of November when they announceQ3results.</p><p><b>Closing Thoughts- Is NVDA Stock A Buy, Sell, or Hold?</b></p><p>After gauging some of the other sub-plots related to the NVIDIA story, it’s fair to say that we’re looking at a rather mixed picture.</p><p>After giving up close to two-thirds of its value from lifetime highs, the forward valuations for NVDA&#39;s stock certainly look a lot more palatable. We know that the FY Jan 2023numberswill likely be nothing to write home about, with flattish revenue growth (roughly $27bn yet again) and a 24% decline in the EPS YoY.</p><p>For the FY Jan 2024 though, the narrative is likely to perk up, with expected revenue of $31.3bn and an EPS of $4.47; this would translate into a forward P/E of roughly 29x, which I believe is quite a steal when you consider that the 5-year average is a lot higher at52x! The current multiple also puts it a lot closer to the lower end of the 5-year forward P/E band of 25-99x.</p><p><img src=\"https://static.tigerbbs.com/d46f823f616774134a1d1a57a341e959\" tg-width=\"640\" tg-height=\"245\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts</p><p>The attractive valuation backdrop can be further substantiated by the level of earnings growth you’re getting at this multiple. An expected EPS of $4.47 translates to 33% bottom line growth, and with a P/E of just 29x, you’re staring at a forward PEG ratio of less than 1x! This feels criminally low for an enterprise which is at the forefront of bringing through critical next-generation tech. I remain doubtful if we will see too many instances where NVDA’s forward P/E is lower than the earnings growth on offer (just for some additional context the 5-year PEG average is above8x).</p><p>When I shift focus to NVIDIA’s weekly chart, there’s no evidence yet of a reversal from the downtrend that has been in play for close to a year. But, if you’re looking for green shoots, there’s decent probability that the stock attempts to build some sort of floor around the current levels, as it coincides with the congestion zone of $120-$160, last seen during August 2020-May 2021. Even if you’re bearish about NVIDIA’s prospects over the long-run, and think the descending channel pattern could continue to persist, the stock still offers decent risk-reward at current levels, as it is a long way from the upper boundary of the descending channel.</p><p><img src=\"https://static.tigerbbs.com/3bdbfeb274e7ac0d1691c9c38a222901\" tg-width=\"640\" tg-height=\"304\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Investing</p><p>Having said that, I suspect, for the stock to make big moves on the upside you would need the spending power of the institutional cohort; but so far, they’ve shown little inclination to get on board. In fact, the latest data shows that these guys continue to bail on the stock, with the aggregate shares owned by them, declining for yet another month, to $2.579bn.</p><p><img src=\"https://static.tigerbbs.com/0c41d8d212f6ff24660fe36147fc3a7f\" tg-width=\"640\" tg-height=\"239\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts</p><p>Besides, based solely on the relative strength ratio of the NVIDIA stock and other options in the semi space, it doesn’t look like the former will be a prime rotational candidate; as you can see from the image below, despite correction from the +1 levels, the current RS ratio of NVDA and the VanEck Semiconductor ETF (SMH) is still above the mid-point (0.55x) of the long-term range.</p><p><img src=\"https://static.tigerbbs.com/1a844d2391e727795028c14003148672\" tg-width=\"640\" tg-height=\"277\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Stockcharts</p><p>A similar takeaway can be gleaned from the image below which measures NVDA’s strength vs its peers from the robotic and AI space as represented by the Global X Robotics and AI ETF (BOTZ).</p><p><img src=\"https://static.tigerbbs.com/554e89baac0ca64e463574c05c60fbaa\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Stockcharts</p><p>To conclude, the NVDA stock is a HOLD.</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 Nvidia And Oracle's Partnership Expansion Good For Business Outlook?</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 Nvidia And Oracle's Partnership Expansion Good For Business Outlook?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-30 11:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4550012-is-nvidia-oracle-partnership-expansion-good-for-outlook><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVDA’s partnership with OCI could help negate the adverse developments that have cropped up due to geopolitical risks.NVDA’s powerful AI-ready infrastructure feels like a good fit to harness ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550012-is-nvidia-oracle-partnership-expansion-good-for-outlook\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","ORCL":"甲骨文"},"source_url":"https://seekingalpha.com/article/4550012-is-nvidia-oracle-partnership-expansion-good-for-outlook","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144002858","content_text":"SummaryNVDA’s partnership with OCI could help negate the adverse developments that have cropped up due to geopolitical risks.NVDA’s powerful AI-ready infrastructure feels like a good fit to harness Oracle’s deep data repositories.NVDA’s forward valuations look attractive and the risk-reward on the weekly chart does not look too bad.However, institutions still continue to shun the stock, and it does not look like it will be an apt rotation candidate for those fishing in the semiconductor or AI arenas.IntroductionNVIDIA Corporation (NASDAQ: NVDA), a trailblazer in accelerated computing reports under five divisions. Over the years, the Data Center segment has grown to become a vital fulcrum of the overall story. In Q2, this division contributed $3.8bn of revenue (that is more than any other division), accounting for 57% of NVDA’s overall topline.When things were moving along quite smoothly here, it was rather dispiriting to note that the company had become a victim of geopolitical tensions between China and the US; in late August/early September, the US government imposed new license requirements which would hinder the ability of NVIDIA to export its A100 and upcoming H100 GPUs without much encumbrances. NVDA is now in the process of working out alternative solutions to mitigate this impact, but the initial reading is that this development could prove to impact revenues to the tune of $400 mper quarter. That would imply a roughly 11% impact on the data center business which is certainly not ideal, particularly when the other large division- gaming, continues to slow down every quarter.The Implications Of The Nvidia and Oracle PartnershipWhilst NVIDIA continues to figure out the best course of action for the Chinese market going forward, it was heartening to read about another development a few days back- the expansion of an ongoing multiyear alliance with Oracle(ORCL), which is designed to enhance Oracle Cloud Infrastructure’s (OCI) positioning with its enterprise clients (these clients will now have access to all of NVDA’s AI platforms). Needless to say, this will also provide added visibility for NVIDIA’s AI, which can only be good for further and rapid adoption from other parties.As part of the“multi-year” deal, OCI will be adding“tens of thousands more NVIDIA GPUs, including the A100 and upcoming H100”.I believe this could be a very symbiotic connection for both entities; we know that ORCL’s databases attract a plethora of companies that use them to store chunks and chunks of raw enterprise data. But just having the data isn’t enough; you need the requisite AI-ready infrastructure, and there are not too many companies that can offer what NVDA does.Leave aside the H100 for now, which is still in the works, but using the A100 80GB GPU, OCI could cater to a diverse set of AI workloads for its clients, particularly deep learning training, and the creation of data frames, at 3x the level of an A100 40GB GPU. One can combine the A100 GPU with Oracle’s innate low latency cluster networks and you get a landscape where enterprise clients could potentially host around 500GPUs in a cluster. The “pace” and “scale” at which this mammoth data is harnessed and made sense of (how best can we address gaps in the market, how can we speed up product development, etc.) will likely make this one of the most glimmering partnerships in the industry.NVIDIA WebsiteI also feel this partnership with ORCL could more than negate the adverse impact of the recent geopolitical events, although, given the paucity of publicly disclosed numbers, one can’t be too certain of a definitive contract figure.For instance, we don’t know the mix of A100 and H100 GPUs this Oracle partnership calls for; to be conservative, I’m considering only the A100 Tensor Core 80GB GPU which is priced at $13,999 as per public data (the H100 which could typically facilitate AI training at 9x the speed of an A100 GPU, will no doubt be priced at much superior rates). Then, “tens of thousands” could be any number from 10000 units to 99000 units, but assuming the A100 80GB GPU pricing, you’re looking at a potential boost of anything from $140m to $1400m. This is also unlikely to be limited to just hardware. There could also be a few additional millions linked to enterprise support work designed to make the AI software run more efficiently, across the subscription period, which could extend for a few years. We'd have to wait for more clarity for the nuances of this deal, and one may likely get it on the 16th of November when they announceQ3results.Closing Thoughts- Is NVDA Stock A Buy, Sell, or Hold?After gauging some of the other sub-plots related to the NVIDIA story, it’s fair to say that we’re looking at a rather mixed picture.After giving up close to two-thirds of its value from lifetime highs, the forward valuations for NVDA's stock certainly look a lot more palatable. We know that the FY Jan 2023numberswill likely be nothing to write home about, with flattish revenue growth (roughly $27bn yet again) and a 24% decline in the EPS YoY.For the FY Jan 2024 though, the narrative is likely to perk up, with expected revenue of $31.3bn and an EPS of $4.47; this would translate into a forward P/E of roughly 29x, which I believe is quite a steal when you consider that the 5-year average is a lot higher at52x! The current multiple also puts it a lot closer to the lower end of the 5-year forward P/E band of 25-99x.YChartsThe attractive valuation backdrop can be further substantiated by the level of earnings growth you’re getting at this multiple. An expected EPS of $4.47 translates to 33% bottom line growth, and with a P/E of just 29x, you’re staring at a forward PEG ratio of less than 1x! This feels criminally low for an enterprise which is at the forefront of bringing through critical next-generation tech. I remain doubtful if we will see too many instances where NVDA’s forward P/E is lower than the earnings growth on offer (just for some additional context the 5-year PEG average is above8x).When I shift focus to NVIDIA’s weekly chart, there’s no evidence yet of a reversal from the downtrend that has been in play for close to a year. But, if you’re looking for green shoots, there’s decent probability that the stock attempts to build some sort of floor around the current levels, as it coincides with the congestion zone of $120-$160, last seen during August 2020-May 2021. Even if you’re bearish about NVIDIA’s prospects over the long-run, and think the descending channel pattern could continue to persist, the stock still offers decent risk-reward at current levels, as it is a long way from the upper boundary of the descending channel.InvestingHaving said that, I suspect, for the stock to make big moves on the upside you would need the spending power of the institutional cohort; but so far, they’ve shown little inclination to get on board. In fact, the latest data shows that these guys continue to bail on the stock, with the aggregate shares owned by them, declining for yet another month, to $2.579bn.YChartsBesides, based solely on the relative strength ratio of the NVIDIA stock and other options in the semi space, it doesn’t look like the former will be a prime rotational candidate; as you can see from the image below, despite correction from the +1 levels, the current RS ratio of NVDA and the VanEck Semiconductor ETF (SMH) is still above the mid-point (0.55x) of the long-term range.StockchartsA similar takeaway can be gleaned from the image below which measures NVDA’s strength vs its peers from the robotic and AI space as represented by the Global X Robotics and AI ETF (BOTZ).StockchartsTo conclude, the NVDA stock is a HOLD.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986626607,"gmtCreate":1666947401110,"gmtModify":1676537837100,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9986626607","repostId":"1111381357","repostType":4,"repost":{"id":"1111381357","pubTimestamp":1666947304,"share":"https://www.laohu8.com/m/news/1111381357?lang=&edition=full","pubTime":"2022-10-28 16:55","market":"us","language":"en","title":"Binance Confirms Equity Investment in Musk’s Twitter Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1111381357","media":"Bloomberg","summary":"Binance Holdings Ltd., the world’s largest cryptocurrency exchange, confirmed that it’s an equity in","content":"<html><head></head><body><p>Binance Holdings Ltd., the world’s largest cryptocurrency exchange, confirmed that it’s an equity investor in Elon Musk’s $44 billion acquisition of Twitter Inc.</p><p>“We aim to play a role in bringing social media and Web3 together in order to broaden the use and adoption of crypto and blockchain technology,” Binance said in a statement, citing Changpeng “CZ” Zhao, its billionaire co-founder.</p><p>Binance in May said it had committed $500 million for the takeover as part of its strategy to bring social media and news sites into the world of web3.</p><p>A Binance spokesperson said Friday “our initial commitment remains the same” and flagged the possibility of growing the partnership.</p><p>The term “web3” refers to a vision of a decentralized internet built around blockchains, crypto’s underlying technology.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Binance Confirms Equity Investment in Musk’s Twitter Deal</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\">\nBinance Confirms Equity Investment in Musk’s Twitter Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 16:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-28/binance-confirms-it-s-an-equity-investor-in-musk-twitter-deal?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Binance Holdings Ltd., the world’s largest cryptocurrency exchange, confirmed that it’s an equity investor in Elon Musk’s $44 billion acquisition of Twitter Inc.“We aim to play a role in bringing ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-28/binance-confirms-it-s-an-equity-investor-in-musk-twitter-deal?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-28/binance-confirms-it-s-an-equity-investor-in-musk-twitter-deal?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111381357","content_text":"Binance Holdings Ltd., the world’s largest cryptocurrency exchange, confirmed that it’s an equity investor in Elon Musk’s $44 billion acquisition of Twitter Inc.“We aim to play a role in bringing social media and Web3 together in order to broaden the use and adoption of crypto and blockchain technology,” Binance said in a statement, citing Changpeng “CZ” Zhao, its billionaire co-founder.Binance in May said it had committed $500 million for the takeover as part of its strategy to bring social media and news sites into the world of web3.A Binance spokesperson said Friday “our initial commitment remains the same” and flagged the possibility of growing the partnership.The term “web3” refers to a vision of a decentralized internet built around blockchains, crypto’s underlying technology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988407567,"gmtCreate":1666801959359,"gmtModify":1676537808683,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9988407567","repostId":"1193475880","repostType":4,"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988322597,"gmtCreate":1666671736119,"gmtModify":1676537787618,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9988322597","repostId":"1188071545","repostType":4,"repost":{"id":"1188071545","pubTimestamp":1666665158,"share":"https://www.laohu8.com/m/news/1188071545?lang=&edition=full","pubTime":"2022-10-25 10:32","market":"us","language":"en","title":"Mega-Cap Tech Earnings Preview: No Question Relative Value Has Improved For MegaCap Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1188071545","media":"Seeking Alpha","summary":"Sure, lightning can strike twice but consumer tech seems far broader today than the corporate tech of the 1990s. Also there is always an element on Wall Street and the mainstream financial media that “fights the last war”.Personally, a lot of the names previewed here look cheap “relatively” speaking since the group is coming off very tough compares from the Covid period, particularly in 2021, very tough currency translations given the dollar strength, worries about the US economy , and the press","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>In 2001 – 2002 the Nasdaq fell 80% from its March 2000 high to its late 2002 low, with the primary driver being the complete collapse of the secular buildout of corporate technology that was a total bonfire for most of the 1990s.</li><li>MSFT reports their first fiscal quarter of 2023 on Tuesday night with Street consensus expecting $2.30 in EPS on $49.6 billion in revenue for expected y.y growth of 1% in EPS and 9% revenue growth.</li><li>To say that Amazon hit a wall in mid-2021 would be a vast understatement as the ecommerce juggernaut has seen slowing growth in the last 15 months.</li></ul><p>In 2001 – 2002 the Nasdaq fell 80% from its March 2000 high to its late 2002 low, with the primary driver being the complete collapse of the secular buildout of corporate technology that was a total bonfire for most of the 1990s. Secular growth in PCs and ultimately servers and server networks led to the internet explosion of the late 1990s with the Netscape IPO in 1995, and then it flamed out in the early 2000s. Interestingly, it was the flame-out of the corporate tech buildout that coincided with the ascendency and turnaround of Apple (consumer technology) in the early 2000s and the ultimate explosion of cloud, mobile, social networking, gaming and the “consumer” tech expansion of the last 20 years.</p><p>Only knowing this in hindsight and how it played out, there seems to be a lot of fear of a collapse in tech and megacap today since the tech concentrations in the top S&amp;P 500 market-cap weights, resemble corporate tech in the late 1990s. Could it happen again? Sure, lightning can strike twice but consumer tech seems far broader today than the corporate tech of the 1990s. Also there is always an element on Wall Street and the mainstream financial media that “fights the last war”.</p><p>Personally, a lot of the names previewed here look cheap “relatively” speaking since the group is coming off very tough compares from the Covid period, particularly in 2021, very tough currency translations given the dollar strength, worries about the US economy (which is so broad it’s almost pointless to mention), and the pressure of rising 10-year Treasury yields compressing P/Es even on higher-quality growth stocks.</p><p>Is mega-cap Tech bottoming? Let’s avoid the prediction game and say the valuations look a lot better than 12 months ago, when some of the software names like Salesforce and DocuSign and others started to weaken in Q4 ’21. Technology and “growth” started to weaken in the last 3 months of 2021. That’s a good sign for Q4 ’22.</p><p>If we include Meta in the mega-cap technology universe, there are 5 companies that will report their 9/30/22 quarters in the week of 10/24/22.</p><p>Here’s a quick look at YTD return for each stock as of 10/21/22’s close:</p><ul><li><i><b>Apple (AAPL):</b></i>-16.68%</li><li><i><b>Amazon (AMZN):</b></i>-28.43%</li><li><i><b>Alphabet:</b></i>-30.18% (GOOGL), (-29.86%, GOOG)</li><li><i><b>Meta (META):</b></i>-61.35%</li><li><i><b>Microsoft (MSFT):</b></i>-27.46%</li><li><i><b>SPY:</b></i>-20.28%</li></ul><p>S&amp;P 500 Market cap Ranking:</p><ul><li><i><b>Apple:</b></i>#1, 6.99%</li><li><i><b>Microsoft:</b></i>#2, 5.69%</li><li><i><b>Amazon:</b></i>#3, 3.30%</li><li><i><b>Alphabet:</b></i>#4, GOOGL, Class A 1.94%, #6 GOOG, Class C, 1.74%</li><li><i><b>Meta:</b></i>#15, 0.97%</li></ul><p>Let’s work chronologically through the week:</p><p>Since clients are only long Alphabet Class A stock,<i><b>(GOOGL):</b></i> reports Tuesday, 10/25/22, after the market close (AMC)</p><p>As a framework or context, GOOGL shot the lights out in terms of y.y growth during late 2020 and 2021. Here’s the last 5 quarters&#39; y.y revenue and operating income growth for GOOGL, with the compares starting to get easier as we move into 2023.</p><ul><li>q2 ’22: Revenue: +13%, operating income +0%</li><li>q1 ’22: Revenue +23%, operating income +22%</li><li>q4’21: Revenue +32%, operating income +40%</li><li>q3 ’21: Revenue +16%, operating income +88%</li><li>q2 ’21: Revenue +62%, operating income +203%</li></ul><p>After the 20-1 stock split, Street consensus is looking for $1.26 in EPS on $70.2 billion in revenue for expected y.y growth of -10% and 31% respectively. Operating income is expected to come in around $20 billion per one model, which would be y.y growth of -5% respectively. 31% revenue growth is still pretty solid. GOOGL has a tough compare in Q4 ’22 when Q4 ’21 printed a $75 billion revenue quarter.</p><p>In Q2 ’22, GOOGL met on revenue but missed on EPS as they did in Q1 ’22.</p><p>The revenue and upside surprise for GOOGL were shocking from June ’20 through December ’21 quarters: EPS “averaged” a 36% upside surprise during those 6 quarters, while GOOGL revenue averaged a 6% upside surprise.</p><p>EPS estimate revisions:</p><p><img src=\"https://static.tigerbbs.com/4602dd1330a392a6d468b10220967d3b\" tg-width=\"465\" tg-height=\"453\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/bd30471d24d7cb3ec62dbee71138aa1f\" tg-width=\"530\" tg-height=\"427\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GOOGL’s EPS estimates for 2022 and 2023 are down about 10% from the 12/31/21 starting estimates, while the revenue estimates are down about 3% respectively, for 2022 and 2023.</p><p>Valuation: at roughly $100 per share, GOOGL is trading at 20x and 17x the 2022 and 2023 consensus EPS estimates of $5.10 and $5.85 but I don’t like the gradually negative revisions in the EPS. Trading at 5x revenue, and 13x and 19x cash flow and free cash flow (ex-cash) and with a 5% free cash flow yield, the stock is cheaper than it was just a year or two ago, but the worries over “headwinds”, currency and advertising loom large.</p><p>Chart:</p><p><img src=\"https://static.tigerbbs.com/8b23165a1f156f972203c5dd1733d293\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><i><b>Summary:</b></i> GOOGL grew revenue and EPS 42% and 91% in 2021 and is on track to grow revenue 11% on -9% EPS drop for ’22, so the worries and angst over the US economy and a potential slowdown may just be the “normalization” of growth rates in the post-Covid-19 world. The multiple of 20x ’22’s estimate isn’t unreasonable for the search giant that should grow 10% – 15% annually, even in a tough economy.</p><p>Google Cloud is just 9% of GOOGL revenue as of the June ’22 quarter but grew 36% y.y in June ’22, vs advertising’s +12% y.y growth. Given GOOGL’s dominance in search, I have thought of GOOGL’s cloud’s ultimate impact on AWS and Azure (i.e. Microsoft). GOOGL advertising has slowed but really only from ’21’s torrid pace of growth.</p><p>Morningstar’s projected “fair value” on GOOGL is $169 per share leaving the stock at its current price at a 40% discount to perceived intrinsic value. What bothers me is the negative revision trend in EPS. It’s easier to be a buyer of GOOGL at these levels if those EPS revision trends would turn positive.</p><p><i><b>Microsoft: (MSFT):</b></i> reports Tuesday, 10/25/22 after the close</p><p>MSFT reports their first fiscal quarter of 2023 on Tuesday night with Street consensus expecting $2.30 in EPS on $49.6 billion in revenue for expected y.y growth of 1% in EPS and 9% revenue growth. A 9% y.y revenue growth quarter for MSFT would be the weakest y.y growth since June ’17’s growth of 9% as well.</p><p>For full-year fiscal 2023, the software giant is still expecting 9% EPS growth on 10% revenue growth.</p><p><i><b>EPS revisions:</b></i></p><p><img src=\"https://static.tigerbbs.com/111fcdccdb12016c736ea64805d8a4de\" tg-width=\"461\" tg-height=\"448\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Revenue revisions:</p><p><img src=\"https://static.tigerbbs.com/23b04f350f38132a8b6ad3e4fd53a6a5\" tg-width=\"537\" tg-height=\"451\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>For fiscal ’23 (ends June ’23) MSFT’s consensus EPS estimate has slid 5% and ’24’s is down 7% since 12/31/21. The consensus revenue estimate has been revised lower for fiscal ’23 by 2% and ’24 by 3% since 12/31/21 so not too bad, but still negative.</p><p>In fiscal Q4 ’22, which ended June ’22, MSFT guided to double-digit EPS growth for ’23 on a flat operating margin, but with recent headlines (and take some of that with a grain of salt) MSFT did announce layoffs which is never inspiring in front of a quarterly earnings.</p><p>For me personally, MSFT is still all about Azure and the cloud segment. Intelligent Cloud is 40% of MSFT’s revenue as of June ’22 and 42% of MSFT’s operating income. In Q4 ’22 Azure grew 46% y/y, still very, very healthy but it’s been slowing about 1% a quarter.</p><p>The dollar strength is a decided negative for MSFT in Q1 ’23. Also expect the More Personal Computing segment (28% of rev, 22% of op inc) to be slower after the June quarter showed 2% revenue growth and a -5% operating income growth y.y.</p><p>The chart:</p><p><img src=\"https://static.tigerbbs.com/7dc7cdf0ec5a93f366a464da007feca5\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><i><b>Valuation:</b></i> Trading at 20x the expected fiscal ’23 EPS estimate of $10.02 with 9% EPS growth expected this coming year, puts Mr. Softee at the higher end of its P/E to growth valuation, but with $105 billion in cash still on the balance sheet, perhaps MSFT bought up more shares with the stock down from $350 in late ’21 to $242 as of Friday night’s close. At 19x and 26x cash flow and free cash flow with a 3% free cash flow yield, MSFT never really looks cheap, so readers need to assume that it’s unlikely they will ever see the giant at a 10x P/E.</p><p>Morningstar’s fair value for MSFT is $352, which leaves MSFT trading at a 32% discount to perceived intrinsic value as of Friday night’s close, while the internal model is closer to $300 in fair value for MSFT, with an edge towards considering negative revenue and EPS revision trends.</p><p><i><b>Summary:</b></i> While MSFT’s weekly chart looks a lot like GOOGL’s, their financial results also resemble each other since MSFT like GOOGL saw a burst of growth during 2020 and 2021, even in the Personal Computing business and now that has started to settle back down. MSFT’s “peak covid-19” quarter was actually September of ’21, which the company is lapping with this release where MSFT grew revenue 21%, operating income +27% and EPS +23%. June and September of 2021 are tough compares for Microsoft, so consider this when thinking about Tuesday’s night’s coming report.</p><p>Again, MSFT’s forward expected return depends a lot today on Azure and the cloud and Azure’s #2 position relative to AWS. There seems to be no reason to think that growth is impaired although given MSFT and AMZN report this week, we get a fresh look at the cloud operations of the #1 and #2 market-share leaders.</p><p><i><b>META:</b></i> reports Wednesday, 10/26 after the market close</p><p>When META reports Wednesday night after the close, the Street is expecting $1.89 in EPS on $27.4 billion in revenue for expected y.y growth of -41% and -6% respectively.</p><p>After EPS and revenue rose 37% and 40% respectively in 2021, META’s growth this year has slowed appreciably and 2022’s expected growth for EPS and revenue is -29% and -1% respectively.</p><p>-1% expected revenue growth for 2022 – that’s not good, especially considering META has averaged 42% revenue growth per year since coming public in 2013.</p><p>Ugly…</p><p><i><b>EPS revisions:</b></i></p><p><img src=\"https://static.tigerbbs.com/1284452ae690bc3b62ba9f055af52b0d\" tg-width=\"454\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><i><b>Revenue revisions:</b></i></p><p><img src=\"https://static.tigerbbs.com/b26545f1a0cbe12b00db2c17e82b3fb9\" tg-width=\"524\" tg-height=\"435\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>There is nothing real positive about EPS or revenue revisions for META: 2022 and 2023 EPS revisions are down 32% and 33% respectively since 12/31/21. Probably more importantly the 2022 and 2023 revenue revisions are down 17% and 23% respectively from 12/31/21.</p><p>2023 EPS and revenue estimates are looking for 9% and 8% revenue and EPS growth respectively for next year, but that’s a stretch right now.</p><p><i><b>Valuation:</b></i> META is trading at 13x and 12x 2022 and 2023 EPS estimates of $9.79 and $10.55, 5x and 9x cash flow and free cash flow (ex-cash) and sports a 10% free cash flow yield at $130 per share.</p><p>It’s interesting that Morningstar still has a fair value price on META of $346 per share, meaning META is trading at a 62% discount to Morningstar’s fair value estimate. What worries me is the continued sharp cuts to the forward EPS and revenue estimates. Negative revisions are taking its toll. (The one stat that jumps out at you about META is that it still has 3 billion MAUs or monthly active users.)</p><p><i><b>Summary:</b></i> Cash and marketable securities are 11% of META’s market cap at $130 per share, so Mark Zuckerberg has plenty of cash available and since June of 2020, META has generated $67 billion in free cash flow of which $64 billion has been returned to shareholders via stock repurchases since June of 2020.</p><p>Readers don’t have to try and bottom-fish META. There’s a lot of unknowns around the stock right now and little sign the Metaverse is gaining any traction commercially at all. It’s tough to bet against Zuckerberg though. The majority of FB / META was sold in 2017 with the Cambridge Analytica mess. I felt like Mark lied to shareholders about what they were doing with client data. Larry Ellison – early in his career – did that too. Hopefully Mark doesn’t repeat his mistakes.</p><p>The negative EPS and revenue revision trends speak for themselves. A small position is held personally and clients that saw FB bought under $20 per share in 2013 still hold some stock, but the vast majority was sold in 2017.</p><p><i><b>Apple: reports Thursday, October 27th, 2022 after the close:</b></i></p><p>The Street is expecting $1.27 on $88.9 billion in revenue for expected y.y growth of 2% and 5% respectively. The juggernaut that has long been Apple is really all about the new iPhone for this quarter and more importantly what the guidance might look like for the all-important fiscal Q1 ’23 or the holiday quarter.</p><p>Currently, the Street is expecting $2.14 and $128.3 billion in revenue for the December ’22 quarter or 2% expected EPS growth on 4% revenue growth.</p><p>What’s interesting is that the last time Apple saw a y.y decline in revenue growth in the critical holiday 4th quarter was December, ’18, when Apple revenue fell 5% y.y, which was the last time the Fed was raising interest rates and slowing the US economy. Is Apple now a consumer cyclical or consumer discretionary, rather than a “tech” stock?</p><p><i><b>EPS trend</b></i></p><p><img src=\"https://static.tigerbbs.com/3cb4edd9cdcb1c9c518960c73ad2769e\" tg-width=\"452\" tg-height=\"448\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><i><b>Revenue trend</b></i></p><p><img src=\"https://static.tigerbbs.com/6e1d3dbd2a3fc27b255cbfb56b8540d1\" tg-width=\"536\" tg-height=\"441\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Unlike the other tech companies, AAPL’s EPS and revenue revisions are firmly positive for 2022 albeit they moved up less robustly after the holiday quarter of 2021.</p><p>This is a plus for the iPhone giant, for sure.</p><p><i><b>Valuation:</b></i> Apple’s P/E is 24x and 23x the 2022 and 2023 EPS estimates which are expecting 7% and 6% EPS growth respectively so the stock is stretched in terms of its P/E to growth. Trading at 19x and 21x cash flow and free cash flow the cash flow valuation is also expensive although at $147 per share, the free cash flow yield is 5%, which is still bond-like for Apple.</p><p>There’s two metrics worth watching: the iPhone is still roughly 50% of Apple’s total revenue and “ASP” or average selling price has seemed to stay constant in the $800 – $850 range over time. The basic economic equation is “P*Q” or price times quantity and I wonder as the iPhone reaches – what – 13 years of age, whether Apple can push price increases even with lower unit sales. The new iPhone was panned, while the Max and the Max Pro seem to be better received this year, but it really all depends on what the holiday season holds.</p><p>It’s interesting to me that Morningstar still carries a “narrow moat” on Apple, which is surprising given it’s one of the world’s great brands, but that topic deserves a longer article, since I suspect I know why Morningstar still carries a narrow moat on the giant.</p><p><i><b>Summary:</b></i> Given the EPS and revenue revision trends Apple will head into fiscal Q4 ’22 financial results in good shape. It’s the only “tech” company of the 5 that has positive EPS and revenue revisions. The ubiquitous “supply constraints” showed up in Q3 ’22 again and according to Morningstar are expected to get easier in Q4 ’22 and fiscal Q1 ’23. Apple typically introduces a new iPhone every 8 quarters so the holiday season for ’22 will be critical since the iPhone will be hot (so to speak).</p><p><i><b>Amazon:</b></i> reports Thursday, October 27th, after the close</p><p>To say that Amazon hit a wall in mid-2021 would be a vast understatement as the ecommerce juggernaut has seen slowing growth in the last 15 months. Here’s a snapshot of revenue estimate trends for AMZN that shows readers the slowing that has occurred:</p><p><img src=\"https://static.tigerbbs.com/a497c15c67f03385c5be59c13be12559\" tg-width=\"437\" tg-height=\"402\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/2e6e6a771297585e154f7dd595165fde\" tg-width=\"504\" tg-height=\"526\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The bordered lines are the peak revenue estimates for Amazon in the last 15 months. 2022’s revenue estimate has slowed 10% since the summer of 2021 while 2022’s estimate has been revised lower by 12%.</p><p>The one stat I like to throw out to readers is that – since 2003 through 2021 – Amazon had one year of revenue growth slower than 20% and that was 19% in 2014. From 2003 through 2021, Amazon’s revenue growth averaged 29%. In 2022, Amazon is expected to grow total revenue just 11%.</p><p>Part of the problem is the 38% and 22% revenue growth in 2020 and 2021 as America was forced to lock down in the home, not to mention labor shortages, higher transportation costs, a glut of overcapacity in the warehouse square footage, and perhaps the re-opening of America after Covid, and a desire to shop in traditional brick-and-mortar.</p><p>In Q2 ’22, ecommerce revenue actually fell 4% y.y (a tough compare) and has declined y.y for three consecutive quarters, even though physical store rev rose 12% but that segment is still a small part of total revenue. AWS grew revenue 33% and operating profit 36% y.y, badly needed given the slump in ecommerce and AWS basically was responsible for all of Amazon’s operating profit.</p><p>AWS has risen to 16% of AMZN’s total revenue as of June ’22, up from 10% in 2019.</p><p><i><b>Valuation:</b></i> Since Amazon is only expected to earn $0.10 in 2022 the P/E is relatively worthless but 2023 for AMZN is expecting $2.44 per share. The write-down on Rivian and the overcapacity in warehouses has crushed EPS and free cash flow. AMZN has cumulatively lost $61 billion in free cash flow in the last 4 quarters with the June ’22 quarter being the worst.</p><p>Morningstar’s fair value estimate on Amazon is $192 per share, leaving AMZN trading today at a 42% discount to perceived intrinsic value.</p><p>The valuation bottom-line is that AMZN’s valuation is very distorted still after Covid-19. “Normalized” EPS for Amazon in a steady state world is probably between $4 -$5 per share over time, which leaves the multiple today around 20x – 25x for what should be a 10% – 15% EPS and revenue grower over time.</p><p><i><b>Summary:</b></i> It is a little nervous to see so many bulls around Amazon today after the year it’s had, but Amazon under Jeff Bezos was one of the most disruptive and transformative companies in America in the last 20 years. Maybe – just maybe – it’s maturing into a slower-growing cash cow. Like Microsoft’s Azure, AWS is the hidden gem within Amazon and it seems to have plenty of growth left within the cloud space, with the #1 market-share position.</p><p>Amazon is another victim of the “Covid-19 compare” and 2022 versus 2021 is looking quite ugly, but I’d suspect the ecommerce revenue will start to turn positive again in Q4 ’22 and then remain so into 2023.</p><p>The hidden story within Amazon is that they may never see that incredible string of revenue growth like that again.</p><p><i><b>Broader summary of the 5 stocks expected to report this week:</b></i></p><p><i><b>Ranking FCF yield best to worst:</b></i></p><ul><li>META: 10%</li><li>AAPL: 5%</li><li>GOOGL: 5%</li><li>MSFT: 3%</li><li>AMZN: 0%</li></ul><p><i><b>Ranking “discount to perceived intrinsic value”</b></i></p><ul><li>META: -62%</li><li>AMZN: -42%</li><li>GOOGL: -40%</li><li>MSFT: -32%</li><li>AAPL: 0% (slightly overvalued)</li></ul><p><i><b>Ranking Expected ’22 – ’23 P/E highest to lowest:</b></i></p><ul><li>AMZN: 500x – 41x expected ’22 and ’23</li><li>MSFT: 24x – 20x</li><li>AAPL: 24x – 23x</li><li>GOOGL: 20x – 17x</li><li>META: 13x – 12x</li></ul><p><i><b>Business Model – Narrowest to Widest or most at Risk of Disruption:</b></i></p><ul><li>Meta: given its tectonic shift from Facebook, which has (had) no competition, to the Metaverse;</li><li>MSFT: heavy reliant on Azure’s (and cloud) growth. Went 16 years without making new high from 2000 to 2016;</li><li>GOOGL: search is still king but GOOGL cloud and YouTube trying to get meaningful;</li><li>AAPL: Apple resembles a consumer staple of consumer discretionary. It will be interesting to see how iPhone demand holds up in a recession.</li><li>AMZN: broad acceptance of e-commerce platform will never be replaced.</li></ul><p>(Those perceived “moats” definitely differ from Morningstar moats so take those rankings with a grain of salt. It’s my perception of the moat and “tech history”.)</p><p>Clients are long all of these names with Microsoft being the largest position, and Apple and Meta being the smallest. A lot of Apple was sold in 2017 during the then President Trump’s China tariffs, which caused free-cash flow to fall below net income. My mistake was Apple has operated flawlessly since the early 2000s managing each iPhone launch without a glitch. Apple’s execution has really been remarkable. GOOGL and AMZN are the two stocks today that are probably too depressed in terms of their long-term valuation. Meta was sold in 2017 – 2018 with the Cambridge Analytica mess. (TheseTop 10 positions haven’t really changed substantially since this was published on July 31 ’22.)</p><p>Take all this with substantial skepticism and a healthy grain of salt. Past performance is no guarantee of future results. Opinions and capital markets can change quickly and this blog may not be updated. Trading is very different than investing and this blog tends to be longer-term oriented.</p><p>Thanks for reading.</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>Mega-Cap Tech Earnings Preview: No Question Relative Value Has Improved For MegaCap Tech</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\">\nMega-Cap Tech Earnings Preview: No Question Relative Value Has Improved For MegaCap Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4548635-mega-cap-tech-earnings-preview-no-question-relative-value-has-improved-for-megacap-tech><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn 2001 – 2002 the Nasdaq fell 80% from its March 2000 high to its late 2002 low, with the primary driver being the complete collapse of the secular buildout of corporate technology that was a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4548635-mega-cap-tech-earnings-preview-no-question-relative-value-has-improved-for-megacap-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms","AMZN":"亚马逊","AAPL":"苹果","GOOG":"谷歌","GOOGL":"谷歌A","MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4548635-mega-cap-tech-earnings-preview-no-question-relative-value-has-improved-for-megacap-tech","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188071545","content_text":"SummaryIn 2001 – 2002 the Nasdaq fell 80% from its March 2000 high to its late 2002 low, with the primary driver being the complete collapse of the secular buildout of corporate technology that was a total bonfire for most of the 1990s.MSFT reports their first fiscal quarter of 2023 on Tuesday night with Street consensus expecting $2.30 in EPS on $49.6 billion in revenue for expected y.y growth of 1% in EPS and 9% revenue growth.To say that Amazon hit a wall in mid-2021 would be a vast understatement as the ecommerce juggernaut has seen slowing growth in the last 15 months.In 2001 – 2002 the Nasdaq fell 80% from its March 2000 high to its late 2002 low, with the primary driver being the complete collapse of the secular buildout of corporate technology that was a total bonfire for most of the 1990s. Secular growth in PCs and ultimately servers and server networks led to the internet explosion of the late 1990s with the Netscape IPO in 1995, and then it flamed out in the early 2000s. Interestingly, it was the flame-out of the corporate tech buildout that coincided with the ascendency and turnaround of Apple (consumer technology) in the early 2000s and the ultimate explosion of cloud, mobile, social networking, gaming and the “consumer” tech expansion of the last 20 years.Only knowing this in hindsight and how it played out, there seems to be a lot of fear of a collapse in tech and megacap today since the tech concentrations in the top S&P 500 market-cap weights, resemble corporate tech in the late 1990s. Could it happen again? Sure, lightning can strike twice but consumer tech seems far broader today than the corporate tech of the 1990s. Also there is always an element on Wall Street and the mainstream financial media that “fights the last war”.Personally, a lot of the names previewed here look cheap “relatively” speaking since the group is coming off very tough compares from the Covid period, particularly in 2021, very tough currency translations given the dollar strength, worries about the US economy (which is so broad it’s almost pointless to mention), and the pressure of rising 10-year Treasury yields compressing P/Es even on higher-quality growth stocks.Is mega-cap Tech bottoming? Let’s avoid the prediction game and say the valuations look a lot better than 12 months ago, when some of the software names like Salesforce and DocuSign and others started to weaken in Q4 ’21. Technology and “growth” started to weaken in the last 3 months of 2021. That’s a good sign for Q4 ’22.If we include Meta in the mega-cap technology universe, there are 5 companies that will report their 9/30/22 quarters in the week of 10/24/22.Here’s a quick look at YTD return for each stock as of 10/21/22’s close:Apple (AAPL):-16.68%Amazon (AMZN):-28.43%Alphabet:-30.18% (GOOGL), (-29.86%, GOOG)Meta (META):-61.35%Microsoft (MSFT):-27.46%SPY:-20.28%S&P 500 Market cap Ranking:Apple:#1, 6.99%Microsoft:#2, 5.69%Amazon:#3, 3.30%Alphabet:#4, GOOGL, Class A 1.94%, #6 GOOG, Class C, 1.74%Meta:#15, 0.97%Let’s work chronologically through the week:Since clients are only long Alphabet Class A stock,(GOOGL): reports Tuesday, 10/25/22, after the market close (AMC)As a framework or context, GOOGL shot the lights out in terms of y.y growth during late 2020 and 2021. Here’s the last 5 quarters' y.y revenue and operating income growth for GOOGL, with the compares starting to get easier as we move into 2023.q2 ’22: Revenue: +13%, operating income +0%q1 ’22: Revenue +23%, operating income +22%q4’21: Revenue +32%, operating income +40%q3 ’21: Revenue +16%, operating income +88%q2 ’21: Revenue +62%, operating income +203%After the 20-1 stock split, Street consensus is looking for $1.26 in EPS on $70.2 billion in revenue for expected y.y growth of -10% and 31% respectively. Operating income is expected to come in around $20 billion per one model, which would be y.y growth of -5% respectively. 31% revenue growth is still pretty solid. GOOGL has a tough compare in Q4 ’22 when Q4 ’21 printed a $75 billion revenue quarter.In Q2 ’22, GOOGL met on revenue but missed on EPS as they did in Q1 ’22.The revenue and upside surprise for GOOGL were shocking from June ’20 through December ’21 quarters: EPS “averaged” a 36% upside surprise during those 6 quarters, while GOOGL revenue averaged a 6% upside surprise.EPS estimate revisions:GOOGL’s EPS estimates for 2022 and 2023 are down about 10% from the 12/31/21 starting estimates, while the revenue estimates are down about 3% respectively, for 2022 and 2023.Valuation: at roughly $100 per share, GOOGL is trading at 20x and 17x the 2022 and 2023 consensus EPS estimates of $5.10 and $5.85 but I don’t like the gradually negative revisions in the EPS. Trading at 5x revenue, and 13x and 19x cash flow and free cash flow (ex-cash) and with a 5% free cash flow yield, the stock is cheaper than it was just a year or two ago, but the worries over “headwinds”, currency and advertising loom large.Chart:Summary: GOOGL grew revenue and EPS 42% and 91% in 2021 and is on track to grow revenue 11% on -9% EPS drop for ’22, so the worries and angst over the US economy and a potential slowdown may just be the “normalization” of growth rates in the post-Covid-19 world. The multiple of 20x ’22’s estimate isn’t unreasonable for the search giant that should grow 10% – 15% annually, even in a tough economy.Google Cloud is just 9% of GOOGL revenue as of the June ’22 quarter but grew 36% y.y in June ’22, vs advertising’s +12% y.y growth. Given GOOGL’s dominance in search, I have thought of GOOGL’s cloud’s ultimate impact on AWS and Azure (i.e. Microsoft). GOOGL advertising has slowed but really only from ’21’s torrid pace of growth.Morningstar’s projected “fair value” on GOOGL is $169 per share leaving the stock at its current price at a 40% discount to perceived intrinsic value. What bothers me is the negative revision trend in EPS. It’s easier to be a buyer of GOOGL at these levels if those EPS revision trends would turn positive.Microsoft: (MSFT): reports Tuesday, 10/25/22 after the closeMSFT reports their first fiscal quarter of 2023 on Tuesday night with Street consensus expecting $2.30 in EPS on $49.6 billion in revenue for expected y.y growth of 1% in EPS and 9% revenue growth. A 9% y.y revenue growth quarter for MSFT would be the weakest y.y growth since June ’17’s growth of 9% as well.For full-year fiscal 2023, the software giant is still expecting 9% EPS growth on 10% revenue growth.EPS revisions:Revenue revisions:For fiscal ’23 (ends June ’23) MSFT’s consensus EPS estimate has slid 5% and ’24’s is down 7% since 12/31/21. The consensus revenue estimate has been revised lower for fiscal ’23 by 2% and ’24 by 3% since 12/31/21 so not too bad, but still negative.In fiscal Q4 ’22, which ended June ’22, MSFT guided to double-digit EPS growth for ’23 on a flat operating margin, but with recent headlines (and take some of that with a grain of salt) MSFT did announce layoffs which is never inspiring in front of a quarterly earnings.For me personally, MSFT is still all about Azure and the cloud segment. Intelligent Cloud is 40% of MSFT’s revenue as of June ’22 and 42% of MSFT’s operating income. In Q4 ’22 Azure grew 46% y/y, still very, very healthy but it’s been slowing about 1% a quarter.The dollar strength is a decided negative for MSFT in Q1 ’23. Also expect the More Personal Computing segment (28% of rev, 22% of op inc) to be slower after the June quarter showed 2% revenue growth and a -5% operating income growth y.y.The chart:Valuation: Trading at 20x the expected fiscal ’23 EPS estimate of $10.02 with 9% EPS growth expected this coming year, puts Mr. Softee at the higher end of its P/E to growth valuation, but with $105 billion in cash still on the balance sheet, perhaps MSFT bought up more shares with the stock down from $350 in late ’21 to $242 as of Friday night’s close. At 19x and 26x cash flow and free cash flow with a 3% free cash flow yield, MSFT never really looks cheap, so readers need to assume that it’s unlikely they will ever see the giant at a 10x P/E.Morningstar’s fair value for MSFT is $352, which leaves MSFT trading at a 32% discount to perceived intrinsic value as of Friday night’s close, while the internal model is closer to $300 in fair value for MSFT, with an edge towards considering negative revenue and EPS revision trends.Summary: While MSFT’s weekly chart looks a lot like GOOGL’s, their financial results also resemble each other since MSFT like GOOGL saw a burst of growth during 2020 and 2021, even in the Personal Computing business and now that has started to settle back down. MSFT’s “peak covid-19” quarter was actually September of ’21, which the company is lapping with this release where MSFT grew revenue 21%, operating income +27% and EPS +23%. June and September of 2021 are tough compares for Microsoft, so consider this when thinking about Tuesday’s night’s coming report.Again, MSFT’s forward expected return depends a lot today on Azure and the cloud and Azure’s #2 position relative to AWS. There seems to be no reason to think that growth is impaired although given MSFT and AMZN report this week, we get a fresh look at the cloud operations of the #1 and #2 market-share leaders.META: reports Wednesday, 10/26 after the market closeWhen META reports Wednesday night after the close, the Street is expecting $1.89 in EPS on $27.4 billion in revenue for expected y.y growth of -41% and -6% respectively.After EPS and revenue rose 37% and 40% respectively in 2021, META’s growth this year has slowed appreciably and 2022’s expected growth for EPS and revenue is -29% and -1% respectively.-1% expected revenue growth for 2022 – that’s not good, especially considering META has averaged 42% revenue growth per year since coming public in 2013.Ugly…EPS revisions:Revenue revisions:There is nothing real positive about EPS or revenue revisions for META: 2022 and 2023 EPS revisions are down 32% and 33% respectively since 12/31/21. Probably more importantly the 2022 and 2023 revenue revisions are down 17% and 23% respectively from 12/31/21.2023 EPS and revenue estimates are looking for 9% and 8% revenue and EPS growth respectively for next year, but that’s a stretch right now.Valuation: META is trading at 13x and 12x 2022 and 2023 EPS estimates of $9.79 and $10.55, 5x and 9x cash flow and free cash flow (ex-cash) and sports a 10% free cash flow yield at $130 per share.It’s interesting that Morningstar still has a fair value price on META of $346 per share, meaning META is trading at a 62% discount to Morningstar’s fair value estimate. What worries me is the continued sharp cuts to the forward EPS and revenue estimates. Negative revisions are taking its toll. (The one stat that jumps out at you about META is that it still has 3 billion MAUs or monthly active users.)Summary: Cash and marketable securities are 11% of META’s market cap at $130 per share, so Mark Zuckerberg has plenty of cash available and since June of 2020, META has generated $67 billion in free cash flow of which $64 billion has been returned to shareholders via stock repurchases since June of 2020.Readers don’t have to try and bottom-fish META. There’s a lot of unknowns around the stock right now and little sign the Metaverse is gaining any traction commercially at all. It’s tough to bet against Zuckerberg though. The majority of FB / META was sold in 2017 with the Cambridge Analytica mess. I felt like Mark lied to shareholders about what they were doing with client data. Larry Ellison – early in his career – did that too. Hopefully Mark doesn’t repeat his mistakes.The negative EPS and revenue revision trends speak for themselves. A small position is held personally and clients that saw FB bought under $20 per share in 2013 still hold some stock, but the vast majority was sold in 2017.Apple: reports Thursday, October 27th, 2022 after the close:The Street is expecting $1.27 on $88.9 billion in revenue for expected y.y growth of 2% and 5% respectively. The juggernaut that has long been Apple is really all about the new iPhone for this quarter and more importantly what the guidance might look like for the all-important fiscal Q1 ’23 or the holiday quarter.Currently, the Street is expecting $2.14 and $128.3 billion in revenue for the December ’22 quarter or 2% expected EPS growth on 4% revenue growth.What’s interesting is that the last time Apple saw a y.y decline in revenue growth in the critical holiday 4th quarter was December, ’18, when Apple revenue fell 5% y.y, which was the last time the Fed was raising interest rates and slowing the US economy. Is Apple now a consumer cyclical or consumer discretionary, rather than a “tech” stock?EPS trendRevenue trendUnlike the other tech companies, AAPL’s EPS and revenue revisions are firmly positive for 2022 albeit they moved up less robustly after the holiday quarter of 2021.This is a plus for the iPhone giant, for sure.Valuation: Apple’s P/E is 24x and 23x the 2022 and 2023 EPS estimates which are expecting 7% and 6% EPS growth respectively so the stock is stretched in terms of its P/E to growth. Trading at 19x and 21x cash flow and free cash flow the cash flow valuation is also expensive although at $147 per share, the free cash flow yield is 5%, which is still bond-like for Apple.There’s two metrics worth watching: the iPhone is still roughly 50% of Apple’s total revenue and “ASP” or average selling price has seemed to stay constant in the $800 – $850 range over time. The basic economic equation is “P*Q” or price times quantity and I wonder as the iPhone reaches – what – 13 years of age, whether Apple can push price increases even with lower unit sales. The new iPhone was panned, while the Max and the Max Pro seem to be better received this year, but it really all depends on what the holiday season holds.It’s interesting to me that Morningstar still carries a “narrow moat” on Apple, which is surprising given it’s one of the world’s great brands, but that topic deserves a longer article, since I suspect I know why Morningstar still carries a narrow moat on the giant.Summary: Given the EPS and revenue revision trends Apple will head into fiscal Q4 ’22 financial results in good shape. It’s the only “tech” company of the 5 that has positive EPS and revenue revisions. The ubiquitous “supply constraints” showed up in Q3 ’22 again and according to Morningstar are expected to get easier in Q4 ’22 and fiscal Q1 ’23. Apple typically introduces a new iPhone every 8 quarters so the holiday season for ’22 will be critical since the iPhone will be hot (so to speak).Amazon: reports Thursday, October 27th, after the closeTo say that Amazon hit a wall in mid-2021 would be a vast understatement as the ecommerce juggernaut has seen slowing growth in the last 15 months. Here’s a snapshot of revenue estimate trends for AMZN that shows readers the slowing that has occurred:The bordered lines are the peak revenue estimates for Amazon in the last 15 months. 2022’s revenue estimate has slowed 10% since the summer of 2021 while 2022’s estimate has been revised lower by 12%.The one stat I like to throw out to readers is that – since 2003 through 2021 – Amazon had one year of revenue growth slower than 20% and that was 19% in 2014. From 2003 through 2021, Amazon’s revenue growth averaged 29%. In 2022, Amazon is expected to grow total revenue just 11%.Part of the problem is the 38% and 22% revenue growth in 2020 and 2021 as America was forced to lock down in the home, not to mention labor shortages, higher transportation costs, a glut of overcapacity in the warehouse square footage, and perhaps the re-opening of America after Covid, and a desire to shop in traditional brick-and-mortar.In Q2 ’22, ecommerce revenue actually fell 4% y.y (a tough compare) and has declined y.y for three consecutive quarters, even though physical store rev rose 12% but that segment is still a small part of total revenue. AWS grew revenue 33% and operating profit 36% y.y, badly needed given the slump in ecommerce and AWS basically was responsible for all of Amazon’s operating profit.AWS has risen to 16% of AMZN’s total revenue as of June ’22, up from 10% in 2019.Valuation: Since Amazon is only expected to earn $0.10 in 2022 the P/E is relatively worthless but 2023 for AMZN is expecting $2.44 per share. The write-down on Rivian and the overcapacity in warehouses has crushed EPS and free cash flow. AMZN has cumulatively lost $61 billion in free cash flow in the last 4 quarters with the June ’22 quarter being the worst.Morningstar’s fair value estimate on Amazon is $192 per share, leaving AMZN trading today at a 42% discount to perceived intrinsic value.The valuation bottom-line is that AMZN’s valuation is very distorted still after Covid-19. “Normalized” EPS for Amazon in a steady state world is probably between $4 -$5 per share over time, which leaves the multiple today around 20x – 25x for what should be a 10% – 15% EPS and revenue grower over time.Summary: It is a little nervous to see so many bulls around Amazon today after the year it’s had, but Amazon under Jeff Bezos was one of the most disruptive and transformative companies in America in the last 20 years. Maybe – just maybe – it’s maturing into a slower-growing cash cow. Like Microsoft’s Azure, AWS is the hidden gem within Amazon and it seems to have plenty of growth left within the cloud space, with the #1 market-share position.Amazon is another victim of the “Covid-19 compare” and 2022 versus 2021 is looking quite ugly, but I’d suspect the ecommerce revenue will start to turn positive again in Q4 ’22 and then remain so into 2023.The hidden story within Amazon is that they may never see that incredible string of revenue growth like that again.Broader summary of the 5 stocks expected to report this week:Ranking FCF yield best to worst:META: 10%AAPL: 5%GOOGL: 5%MSFT: 3%AMZN: 0%Ranking “discount to perceived intrinsic value”META: -62%AMZN: -42%GOOGL: -40%MSFT: -32%AAPL: 0% (slightly overvalued)Ranking Expected ’22 – ’23 P/E highest to lowest:AMZN: 500x – 41x expected ’22 and ’23MSFT: 24x – 20xAAPL: 24x – 23xGOOGL: 20x – 17xMETA: 13x – 12xBusiness Model – Narrowest to Widest or most at Risk of Disruption:Meta: given its tectonic shift from Facebook, which has (had) no competition, to the Metaverse;MSFT: heavy reliant on Azure’s (and cloud) growth. Went 16 years without making new high from 2000 to 2016;GOOGL: search is still king but GOOGL cloud and YouTube trying to get meaningful;AAPL: Apple resembles a consumer staple of consumer discretionary. It will be interesting to see how iPhone demand holds up in a recession.AMZN: broad acceptance of e-commerce platform will never be replaced.(Those perceived “moats” definitely differ from Morningstar moats so take those rankings with a grain of salt. It’s my perception of the moat and “tech history”.)Clients are long all of these names with Microsoft being the largest position, and Apple and Meta being the smallest. A lot of Apple was sold in 2017 during the then President Trump’s China tariffs, which caused free-cash flow to fall below net income. My mistake was Apple has operated flawlessly since the early 2000s managing each iPhone launch without a glitch. Apple’s execution has really been remarkable. GOOGL and AMZN are the two stocks today that are probably too depressed in terms of their long-term valuation. Meta was sold in 2017 – 2018 with the Cambridge Analytica mess. (TheseTop 10 positions haven’t really changed substantially since this was published on July 31 ’22.)Take all this with substantial skepticism and a healthy grain of salt. Past performance is no guarantee of future results. Opinions and capital markets can change quickly and this blog may not be updated. Trading is very different than investing and this blog tends to be longer-term oriented.Thanks for reading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981445689,"gmtCreate":1666586775542,"gmtModify":1676537772838,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9981445689","repostId":"2277294718","repostType":4,"repost":{"id":"2277294718","pubTimestamp":1666582476,"share":"https://www.laohu8.com/m/news/2277294718?lang=&edition=full","pubTime":"2022-10-24 11:34","market":"us","language":"en","title":"Citigroup's Investment Banking Business Is Struggling More Than Its Peers -- Should Investors Be Worried?","url":"https://stock-news.laohu8.com/highlight/detail?id=2277294718","media":"Motley Fool","summary":"Citigroup saw total investment banking fees shrink by 64% year over year.","content":"<html><head></head><body><p>The large multinational bank <b>Citigroup</b> by and large reported solid third-quarter earnings, as the bank benefited from the higher interest rate environment and continued to make progress on a multiyear transformation plan.</p><p>But one weak point in the quarter was the bank&#39;s investment banking business, which has seen its revenue plummet on a year-over-year basis after a spectacular performance in 2021.</p><p>Yes, the entire investment banking industry is struggling, but Citigroup seems to be struggling more than its peers right now. Let&#39;s take a look at why this might be and if investors should be concerned.</p><h2>The size of the wallet has shrunk</h2><p>Within investment banking, there are three main sub-businesses: mergers and acquisitions (M&amp;A) advisory, equity underwriting, and debt underwriting.</p><p>M&amp;A advisory is pretty much what it sounds like: helping companies that are purchasing another company or selling to another company. Equity underwriting has to do with helping companies raise capital through events such as initial public offerings (IPOS). Debt underwriting is helping companies raise capital through various debt instruments such as bonds or certain kinds of financial notes.</p><p>This year has been tough for all of these businesses, not only because of a tough comparison to 2021 but also because volatile market conditions have really taken a bite out of these businesses. (You may have noticed that IPOs have been way down this year.)</p><p>Interestingly, <b>JPMorgan Chase&#39;s</b> Chief Operating Officer Daniel Pinto noted at a conference in September that the size of the wallet in investment banking (total amount of investment banking fees available) has also been very volatile in recent years. Pinto noted that in 2019, the size of the wallet was $79 billion, which was within the normal range during prior decade. Then the size of the wallet jumped to $95 billion in 2020 and then a whopping $123 billion in 2021. This year, however, Pinto only expects it to be about $69 billion or $70 billion.</p><h2>Citigroup has seen larger declines</h2><p>Looking at some of Citigroup&#39;s main competitors, it&#39;s clear that the bank has seen a bigger drop in investment banking in 2022 compared to 2021.</p><table border=\"1\"><tbody><tr><th>Bank</th><th>M&amp;A Advisory</th><th>Equity Underwriting</th><th>Debt Underwriting</th><th>Total Investment Banking</th></tr><tr><td>Citigroup</td><td>-27%</td><td>-79%</td><td>-82%</td><td><b>-64%</b></td></tr><tr><td>JPMorgan Chase</td><td>-31%</td><td>-72%</td><td>-40%</td><td><b>-47%</b></td></tr><tr><td><b>Bank of America</b></td><td>-35%</td><td>-80%</td><td>-32%</td><td><b>-44%</b></td></tr><tr><td><b><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a></b></td><td>-46%</td><td>-78%</td><td>-35%</td><td><b>-55%</b></td></tr><tr><td><b>Goldman Sachs</b></td><td>-41%</td><td>-79%</td><td>-55%</td><td><b>-57%</b></td></tr></tbody></table><p>Source: Bank financial statements.</p><p>Citigroup actually saw the smallest decrease among its peers in M&amp;A advisory but it had the largest combined decrease in equity and debt underwriting.</p><p>When asked by an analyst about this underperformance on the bank&#39;s recent earnings call, Citigroup&#39;s Chief Financial Officer Mark Mason said the lower debt-underwriting activity &#34;is really more of a function of low deal volume pretty much across the board. And there really isn&#39;t a whole lot more to it than that.&#34;</p><h2>Should investors be concerned?</h2><p>Investment banking revenues can be both hard to forecast and volatile, and Citigroup has a smaller investment banking business than most of its peers, potentially making it slightly more volatile.</p><p>But Mason did say that investment banking would be part of the bank&#39;s strategy in the future. He also said that the bank has actually been hiring in the division, and management likes the progress it is seeing from the new hires.</p><p>While it&#39;s not great to see Citigroup trailing its peers in investment banking, especially if it will be a part of the bank&#39;s strategy in the years to come, I&#39;m not overly concerned right now given the depressed and volatile environment. However, this is something worth monitoring in future quarters to see if it Citigroup continues to underperform its industry peers.</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>Citigroup's Investment Banking Business Is Struggling More Than Its Peers -- Should Investors Be Worried?</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\">\nCitigroup's Investment Banking Business Is Struggling More Than Its Peers -- Should Investors Be Worried?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-24 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/23/citigroups-investment-banking-business-is-struggli/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The large multinational bank Citigroup by and large reported solid third-quarter earnings, as the bank benefited from the higher interest rate environment and continued to make progress on a multiyear...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/23/citigroups-investment-banking-business-is-struggli/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗"},"source_url":"https://www.fool.com/investing/2022/10/23/citigroups-investment-banking-business-is-struggli/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277294718","content_text":"The large multinational bank Citigroup by and large reported solid third-quarter earnings, as the bank benefited from the higher interest rate environment and continued to make progress on a multiyear transformation plan.But one weak point in the quarter was the bank's investment banking business, which has seen its revenue plummet on a year-over-year basis after a spectacular performance in 2021.Yes, the entire investment banking industry is struggling, but Citigroup seems to be struggling more than its peers right now. Let's take a look at why this might be and if investors should be concerned.The size of the wallet has shrunkWithin investment banking, there are three main sub-businesses: mergers and acquisitions (M&A) advisory, equity underwriting, and debt underwriting.M&A advisory is pretty much what it sounds like: helping companies that are purchasing another company or selling to another company. Equity underwriting has to do with helping companies raise capital through events such as initial public offerings (IPOS). Debt underwriting is helping companies raise capital through various debt instruments such as bonds or certain kinds of financial notes.This year has been tough for all of these businesses, not only because of a tough comparison to 2021 but also because volatile market conditions have really taken a bite out of these businesses. (You may have noticed that IPOs have been way down this year.)Interestingly, JPMorgan Chase's Chief Operating Officer Daniel Pinto noted at a conference in September that the size of the wallet in investment banking (total amount of investment banking fees available) has also been very volatile in recent years. Pinto noted that in 2019, the size of the wallet was $79 billion, which was within the normal range during prior decade. Then the size of the wallet jumped to $95 billion in 2020 and then a whopping $123 billion in 2021. This year, however, Pinto only expects it to be about $69 billion or $70 billion.Citigroup has seen larger declinesLooking at some of Citigroup's main competitors, it's clear that the bank has seen a bigger drop in investment banking in 2022 compared to 2021.BankM&A AdvisoryEquity UnderwritingDebt UnderwritingTotal Investment BankingCitigroup-27%-79%-82%-64%JPMorgan Chase-31%-72%-40%-47%Bank of America-35%-80%-32%-44%Morgan Stanley-46%-78%-35%-55%Goldman Sachs-41%-79%-55%-57%Source: Bank financial statements.Citigroup actually saw the smallest decrease among its peers in M&A advisory but it had the largest combined decrease in equity and debt underwriting.When asked by an analyst about this underperformance on the bank's recent earnings call, Citigroup's Chief Financial Officer Mark Mason said the lower debt-underwriting activity \"is really more of a function of low deal volume pretty much across the board. And there really isn't a whole lot more to it than that.\"Should investors be concerned?Investment banking revenues can be both hard to forecast and volatile, and Citigroup has a smaller investment banking business than most of its peers, potentially making it slightly more volatile.But Mason did say that investment banking would be part of the bank's strategy in the future. He also said that the bank has actually been hiring in the division, and management likes the progress it is seeing from the new hires.While it's not great to see Citigroup trailing its peers in investment banking, especially if it will be a part of the bank's strategy in the years to come, I'm not overly concerned right now given the depressed and volatile environment. However, this is something worth monitoring in future quarters to see if it Citigroup continues to underperform its industry peers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981116894,"gmtCreate":1666415539018,"gmtModify":1676537754664,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9981116894","repostId":"2277875062","repostType":4,"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983504131,"gmtCreate":1666267672523,"gmtModify":1676537732830,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9983504131","repostId":"1193857563","repostType":4,"repost":{"id":"1193857563","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1666265874,"share":"https://www.laohu8.com/m/news/1193857563?lang=&edition=full","pubTime":"2022-10-20 19:37","market":"us","language":"en","title":"Intel Q3 Earnings: After 50% Drop, Greed Or Fear?","url":"https://stock-news.laohu8.com/highlight/detail?id=1193857563","media":"Tiger Newspress","summary":"Though Intel already revised its full-year 2022 view by about $10 billion during 2Q, the company could lower its 4Q view further amid waning PC demand.Intel Corporationwill report third-quarter 2022 f","content":"<html><head></head><body><blockquote>Though Intel already revised its full-year 2022 view by about $10 billion during 2Q, the company could lower its 4Q view further amid waning PC demand.</blockquote><p>Intel Corporation will report third-quarter 2022 financial results on Thursday, Oct. 27, 2022. The chip giant is expected that revenue is $15.456 billion, adjusted net income is $1.382 billion, and adjusted EPS is $0.33, according to Bloomberg&#39;s consensus expectation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e174d98d0bf58cacee8c2909ff794ad\" tg-width=\"1011\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/><span>Sources: Bloomberg</span></p><h2>Last Quarter Review</h2><p>Intel last posted its quarterly earnings data on Thursday, July 28th. The chip maker reported $0.29 earnings per share for the quarter, missing the consensus estimate of $0.69 by ($0.40). The company had revenue of $15.30 billion for the quarter, compared to analysts&#39; expectations of $17.93 billion. Intel had a net margin of 26.03% and a return on equity of 16.65%. The business&#39;s quarterly revenue was down 17.3% compared to the same quarter last year. During the same quarter last year, the business posted $1.28 EPS. On average, analysts expect Intel to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.</p><h2>Current Period Overview</h2><p>Though Intel already revised its full-year 2022 view by about $10 billion during 2Q, the company could lower its 4Q view further amid waning PC demand, which was reflected in AMD&#39;s negative pre-announcement. Sales might be down sequentially for Intel&#39;s Client computing and Datacenter segments, which could further pressure gross margin to drop below consensus&#39; 46% in 3Q. Despite some help from the recently passed CHIPs Act in the US, Intel might pare back its own costs and capital-spending spending amid unit slowdowns in PCs and servers.</p><p>Intel&#39;s limited traction with hyperscale cloud customers continues to hurt prospects in its high-margin Datacenter segment, where it&#39;s lost share to AMD and Nvidia. Intel&#39;s IFS segment may remain a drag on gross margin and could see underutilization charges.</p><h3>Gartner PC Shipment Report and AMD’S Pre-Release Are Red Flags</h3><p>Gartner, a consulting firm, recently reported a 19.5% decline in third-quarter worldwide PC shipments, with all major vendors seeing a significant drop in shipments. Gartner’s research revealed the steepest drop in PC shipment volume since the 1990s which is when the company began tracking such data. The deceleration of growth in the PC market indicates big trouble for Intel’s Client Computing Group which sells the chip maker’s processors and other PC components. The Client Computing Group generates about half of the company’s revenues. In the second-quarter, also according to Gartner, worldwide PC shipments declined 12.6% year over year, so the decline in the PC market actually gained significant momentum in the third-quarter.</p><p>Related to the massive decline in PC shipments in the third-quarter, Intel’s rival AMD also issued a profit warning that showed a sharp down-turn in its Client business. AMD’s Client segment generates revenues from the sale of Ryzen desktop and laptop processors.</p><p>Based off of Intel’s last guidance in Q2’22, the company expects FY 2022 revenues of $65-68B, but given most recent shipment data for the PC market, Intel may be forced to further cut its top line outlook for the current fiscal year.</p><h3>Intel may not be able to meet low EPS expectations</h3><p>Intel and AMD are both dependent on the number of PC and laptop shipments, so the accelerating down-turn in the third-quarter is set to be a big problem for Intel… especially because Intel’s CEO said in Q2’22 that the third-quarter would be the “bottom”. Since the market’s down-turn accelerated in Q3’22, I am not sure Intel’s CEO will still be able to defend this statement later this month.</p><p>As a result, Intel’s third-quarter performance could even under-perform low EPS expectations. For Q3’22, the company expects revenues of $15-16B and and EPS of $0.35.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58f019b37c35abfbbadcc0613fbf4db3\" tg-width=\"1060\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/><span>Intel&#39;s guidance for Q3, Sourse: Intel</span></p><h2>Analyst views</h2><p>Bloomberg data shows a consensus of (12) analyst ratings at ‘buy’ for Intel. A mean of estimates suggests a long-term share price target of $35.6 for the company. The current share price trades at a 37% discount to this assumed long term fair value (as of the 19th of October 2022). While Since October this year, we have seen some analysts successively lowered Intel&#39;s target price.</p><p>Deutsche Bank analyst Ross Seymore lowered the firm&#39;s price target on Intel to $32 from $35 and keeps a Hold rating on the shares. Fears of fundamental deterioration are &#34;leading to very bearish investor positioning&#34; into the Q3 results for semiconductors, Seymore tells investors in a research note. Fundamentally, the analyst expects Q3 earnings season to &#34;yield more pervasive signs of weakness&#34; and for the second consecutive quarter, he sees downside risk to 2023 estimates. As for the semiconductor stocks, Seymore is becoming &#34;incrementally more constructive,&#34; saying the drop in the sector and relative underperformance verses the S&amp;P 500 &#34;have clearly priced in significant rev/EPS estimate cuts&#34; and left the group valuation 20% below the its 5-year average.</p><p>Barclays analyst Blayne Curtis lowered the firm&#39;s price target on Intel to $30 from $35 and keeps an Underweight rating on the shares. September notebook volumes were slightly worse but the outlook for Q4 &#34;moves much lower,&#34; Curtis tells investors in a research note. The analyst says the PC market looks to be nearing a bottom with 2022 close to pre-pandemic levels.</p><p>Needham analyst N. Quinn Bolton lowered the firm&#39;s price target on Intel to $32 from $40 and keeps a Buy rating on the shares as part of a broader research note on Semiconductors &amp; Semiconductor Equipment. Industry conditions deteriorated further in September, with reduced demand spreading across most end-markets like analog, industrial, automotive, and data center, but with semiconductor valuation multiples at multi-year lows, stock prices in the group are more likely to be driven by changes in earnings estimates in the near-term, the analyst tells investors in a research note.</p><p>Wells Fargo analyst Aaron Rakers lowered the firm&#39;s price target on Intel to $32 from $45 and keeps an Equal Weight rating on the shares. The analyst thinks increasing concern over year-over-year data center revenue declines in 2023 will persistently weigh on shares.</p><p>The biggest risk for Intel is a continual slowdown in the CCG business and, related to this, a sequential cut to the company’s FY 2022 guidance. Besides these two big risk factors, investors must brace themselves for a decline in gross margins in the third-quarter as well as weaker volume shipments likely affected product pricing in a big (and negative) way.</p><p>Given that Intel shares have fallen about 50% so far this year, It’s Q3’22 earnings sheet could be yet another catalyst for a direction selection revaluation. Should you be greedy or fearful?</p><p><img src=\"https://static.tigerbbs.com/ab38f4edcbd6e0db45d602312839dd10\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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>Intel Q3 Earnings: After 50% Drop, Greed Or Fear?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Q3 Earnings: After 50% Drop, Greed Or Fear?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-20 19:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>Though Intel already revised its full-year 2022 view by about $10 billion during 2Q, the company could lower its 4Q view further amid waning PC demand.</blockquote><p>Intel Corporation will report third-quarter 2022 financial results on Thursday, Oct. 27, 2022. The chip giant is expected that revenue is $15.456 billion, adjusted net income is $1.382 billion, and adjusted EPS is $0.33, according to Bloomberg&#39;s consensus expectation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e174d98d0bf58cacee8c2909ff794ad\" tg-width=\"1011\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/><span>Sources: Bloomberg</span></p><h2>Last Quarter Review</h2><p>Intel last posted its quarterly earnings data on Thursday, July 28th. The chip maker reported $0.29 earnings per share for the quarter, missing the consensus estimate of $0.69 by ($0.40). The company had revenue of $15.30 billion for the quarter, compared to analysts&#39; expectations of $17.93 billion. Intel had a net margin of 26.03% and a return on equity of 16.65%. The business&#39;s quarterly revenue was down 17.3% compared to the same quarter last year. During the same quarter last year, the business posted $1.28 EPS. On average, analysts expect Intel to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.</p><h2>Current Period Overview</h2><p>Though Intel already revised its full-year 2022 view by about $10 billion during 2Q, the company could lower its 4Q view further amid waning PC demand, which was reflected in AMD&#39;s negative pre-announcement. Sales might be down sequentially for Intel&#39;s Client computing and Datacenter segments, which could further pressure gross margin to drop below consensus&#39; 46% in 3Q. Despite some help from the recently passed CHIPs Act in the US, Intel might pare back its own costs and capital-spending spending amid unit slowdowns in PCs and servers.</p><p>Intel&#39;s limited traction with hyperscale cloud customers continues to hurt prospects in its high-margin Datacenter segment, where it&#39;s lost share to AMD and Nvidia. Intel&#39;s IFS segment may remain a drag on gross margin and could see underutilization charges.</p><h3>Gartner PC Shipment Report and AMD’S Pre-Release Are Red Flags</h3><p>Gartner, a consulting firm, recently reported a 19.5% decline in third-quarter worldwide PC shipments, with all major vendors seeing a significant drop in shipments. Gartner’s research revealed the steepest drop in PC shipment volume since the 1990s which is when the company began tracking such data. The deceleration of growth in the PC market indicates big trouble for Intel’s Client Computing Group which sells the chip maker’s processors and other PC components. The Client Computing Group generates about half of the company’s revenues. In the second-quarter, also according to Gartner, worldwide PC shipments declined 12.6% year over year, so the decline in the PC market actually gained significant momentum in the third-quarter.</p><p>Related to the massive decline in PC shipments in the third-quarter, Intel’s rival AMD also issued a profit warning that showed a sharp down-turn in its Client business. AMD’s Client segment generates revenues from the sale of Ryzen desktop and laptop processors.</p><p>Based off of Intel’s last guidance in Q2’22, the company expects FY 2022 revenues of $65-68B, but given most recent shipment data for the PC market, Intel may be forced to further cut its top line outlook for the current fiscal year.</p><h3>Intel may not be able to meet low EPS expectations</h3><p>Intel and AMD are both dependent on the number of PC and laptop shipments, so the accelerating down-turn in the third-quarter is set to be a big problem for Intel… especially because Intel’s CEO said in Q2’22 that the third-quarter would be the “bottom”. Since the market’s down-turn accelerated in Q3’22, I am not sure Intel’s CEO will still be able to defend this statement later this month.</p><p>As a result, Intel’s third-quarter performance could even under-perform low EPS expectations. For Q3’22, the company expects revenues of $15-16B and and EPS of $0.35.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58f019b37c35abfbbadcc0613fbf4db3\" tg-width=\"1060\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/><span>Intel&#39;s guidance for Q3, Sourse: Intel</span></p><h2>Analyst views</h2><p>Bloomberg data shows a consensus of (12) analyst ratings at ‘buy’ for Intel. A mean of estimates suggests a long-term share price target of $35.6 for the company. The current share price trades at a 37% discount to this assumed long term fair value (as of the 19th of October 2022). While Since October this year, we have seen some analysts successively lowered Intel&#39;s target price.</p><p>Deutsche Bank analyst Ross Seymore lowered the firm&#39;s price target on Intel to $32 from $35 and keeps a Hold rating on the shares. Fears of fundamental deterioration are &#34;leading to very bearish investor positioning&#34; into the Q3 results for semiconductors, Seymore tells investors in a research note. Fundamentally, the analyst expects Q3 earnings season to &#34;yield more pervasive signs of weakness&#34; and for the second consecutive quarter, he sees downside risk to 2023 estimates. As for the semiconductor stocks, Seymore is becoming &#34;incrementally more constructive,&#34; saying the drop in the sector and relative underperformance verses the S&amp;P 500 &#34;have clearly priced in significant rev/EPS estimate cuts&#34; and left the group valuation 20% below the its 5-year average.</p><p>Barclays analyst Blayne Curtis lowered the firm&#39;s price target on Intel to $30 from $35 and keeps an Underweight rating on the shares. September notebook volumes were slightly worse but the outlook for Q4 &#34;moves much lower,&#34; Curtis tells investors in a research note. The analyst says the PC market looks to be nearing a bottom with 2022 close to pre-pandemic levels.</p><p>Needham analyst N. Quinn Bolton lowered the firm&#39;s price target on Intel to $32 from $40 and keeps a Buy rating on the shares as part of a broader research note on Semiconductors &amp; Semiconductor Equipment. Industry conditions deteriorated further in September, with reduced demand spreading across most end-markets like analog, industrial, automotive, and data center, but with semiconductor valuation multiples at multi-year lows, stock prices in the group are more likely to be driven by changes in earnings estimates in the near-term, the analyst tells investors in a research note.</p><p>Wells Fargo analyst Aaron Rakers lowered the firm&#39;s price target on Intel to $32 from $45 and keeps an Equal Weight rating on the shares. The analyst thinks increasing concern over year-over-year data center revenue declines in 2023 will persistently weigh on shares.</p><p>The biggest risk for Intel is a continual slowdown in the CCG business and, related to this, a sequential cut to the company’s FY 2022 guidance. Besides these two big risk factors, investors must brace themselves for a decline in gross margins in the third-quarter as well as weaker volume shipments likely affected product pricing in a big (and negative) way.</p><p>Given that Intel shares have fallen about 50% so far this year, It’s Q3’22 earnings sheet could be yet another catalyst for a direction selection revaluation. Should you be greedy or fearful?</p><p><img src=\"https://static.tigerbbs.com/ab38f4edcbd6e0db45d602312839dd10\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193857563","content_text":"Though Intel already revised its full-year 2022 view by about $10 billion during 2Q, the company could lower its 4Q view further amid waning PC demand.Intel Corporation will report third-quarter 2022 financial results on Thursday, Oct. 27, 2022. The chip giant is expected that revenue is $15.456 billion, adjusted net income is $1.382 billion, and adjusted EPS is $0.33, according to Bloomberg's consensus expectation.Sources: BloombergLast Quarter ReviewIntel last posted its quarterly earnings data on Thursday, July 28th. The chip maker reported $0.29 earnings per share for the quarter, missing the consensus estimate of $0.69 by ($0.40). The company had revenue of $15.30 billion for the quarter, compared to analysts' expectations of $17.93 billion. Intel had a net margin of 26.03% and a return on equity of 16.65%. The business's quarterly revenue was down 17.3% compared to the same quarter last year. During the same quarter last year, the business posted $1.28 EPS. On average, analysts expect Intel to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.Current Period OverviewThough Intel already revised its full-year 2022 view by about $10 billion during 2Q, the company could lower its 4Q view further amid waning PC demand, which was reflected in AMD's negative pre-announcement. Sales might be down sequentially for Intel's Client computing and Datacenter segments, which could further pressure gross margin to drop below consensus' 46% in 3Q. Despite some help from the recently passed CHIPs Act in the US, Intel might pare back its own costs and capital-spending spending amid unit slowdowns in PCs and servers.Intel's limited traction with hyperscale cloud customers continues to hurt prospects in its high-margin Datacenter segment, where it's lost share to AMD and Nvidia. Intel's IFS segment may remain a drag on gross margin and could see underutilization charges.Gartner PC Shipment Report and AMD’S Pre-Release Are Red FlagsGartner, a consulting firm, recently reported a 19.5% decline in third-quarter worldwide PC shipments, with all major vendors seeing a significant drop in shipments. Gartner’s research revealed the steepest drop in PC shipment volume since the 1990s which is when the company began tracking such data. The deceleration of growth in the PC market indicates big trouble for Intel’s Client Computing Group which sells the chip maker’s processors and other PC components. The Client Computing Group generates about half of the company’s revenues. In the second-quarter, also according to Gartner, worldwide PC shipments declined 12.6% year over year, so the decline in the PC market actually gained significant momentum in the third-quarter.Related to the massive decline in PC shipments in the third-quarter, Intel’s rival AMD also issued a profit warning that showed a sharp down-turn in its Client business. AMD’s Client segment generates revenues from the sale of Ryzen desktop and laptop processors.Based off of Intel’s last guidance in Q2’22, the company expects FY 2022 revenues of $65-68B, but given most recent shipment data for the PC market, Intel may be forced to further cut its top line outlook for the current fiscal year.Intel may not be able to meet low EPS expectationsIntel and AMD are both dependent on the number of PC and laptop shipments, so the accelerating down-turn in the third-quarter is set to be a big problem for Intel… especially because Intel’s CEO said in Q2’22 that the third-quarter would be the “bottom”. Since the market’s down-turn accelerated in Q3’22, I am not sure Intel’s CEO will still be able to defend this statement later this month.As a result, Intel’s third-quarter performance could even under-perform low EPS expectations. For Q3’22, the company expects revenues of $15-16B and and EPS of $0.35.Intel's guidance for Q3, Sourse: IntelAnalyst viewsBloomberg data shows a consensus of (12) analyst ratings at ‘buy’ for Intel. A mean of estimates suggests a long-term share price target of $35.6 for the company. The current share price trades at a 37% discount to this assumed long term fair value (as of the 19th of October 2022). While Since October this year, we have seen some analysts successively lowered Intel's target price.Deutsche Bank analyst Ross Seymore lowered the firm's price target on Intel to $32 from $35 and keeps a Hold rating on the shares. Fears of fundamental deterioration are \"leading to very bearish investor positioning\" into the Q3 results for semiconductors, Seymore tells investors in a research note. Fundamentally, the analyst expects Q3 earnings season to \"yield more pervasive signs of weakness\" and for the second consecutive quarter, he sees downside risk to 2023 estimates. As for the semiconductor stocks, Seymore is becoming \"incrementally more constructive,\" saying the drop in the sector and relative underperformance verses the S&P 500 \"have clearly priced in significant rev/EPS estimate cuts\" and left the group valuation 20% below the its 5-year average.Barclays analyst Blayne Curtis lowered the firm's price target on Intel to $30 from $35 and keeps an Underweight rating on the shares. September notebook volumes were slightly worse but the outlook for Q4 \"moves much lower,\" Curtis tells investors in a research note. The analyst says the PC market looks to be nearing a bottom with 2022 close to pre-pandemic levels.Needham analyst N. Quinn Bolton lowered the firm's price target on Intel to $32 from $40 and keeps a Buy rating on the shares as part of a broader research note on Semiconductors & Semiconductor Equipment. Industry conditions deteriorated further in September, with reduced demand spreading across most end-markets like analog, industrial, automotive, and data center, but with semiconductor valuation multiples at multi-year lows, stock prices in the group are more likely to be driven by changes in earnings estimates in the near-term, the analyst tells investors in a research note.Wells Fargo analyst Aaron Rakers lowered the firm's price target on Intel to $32 from $45 and keeps an Equal Weight rating on the shares. The analyst thinks increasing concern over year-over-year data center revenue declines in 2023 will persistently weigh on shares.The biggest risk for Intel is a continual slowdown in the CCG business and, related to this, a sequential cut to the company’s FY 2022 guidance. Besides these two big risk factors, investors must brace themselves for a decline in gross margins in the third-quarter as well as weaker volume shipments likely affected product pricing in a big (and negative) way.Given that Intel shares have fallen about 50% so far this year, It’s Q3’22 earnings sheet could be yet another catalyst for a direction selection revaluation. Should you be greedy or fearful?","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983038507,"gmtCreate":1666106289809,"gmtModify":1676537707132,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9983038507","repostId":"1171913714","repostType":4,"repost":{"id":"1171913714","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1666105243,"share":"https://www.laohu8.com/m/news/1171913714?lang=&edition=full","pubTime":"2022-10-18 23:00","market":"us","language":"en","title":"Apple Announces New iPad Pros, Redesigned Regular iPad, and Updated Apple TV 4K","url":"https://stock-news.laohu8.com/highlight/detail?id=1171913714","media":"Tiger Newspress","summary":"Appleannouncednew versions of its iPad Pros, a totally redesigned regular iPad and a new version of theApple TV 4Kon Tuesday.The launches give Apple more new gadgets to sell ahead of the important hol","content":"<html><head></head><body><p>Apple announcednew versions of its iPad Pros, a totally redesigned regular iPad and a new version of the Apple TV 4K on Tuesday.</p><p>The launches give Apple more new gadgets to sell ahead of the important holiday shopping season. The new tablets may help the company boost its iPad sales, which dipped 14% during Apple’s last holiday quarter and 2% during the most recent quarter. And they join Apple’s latest iPhone 14, two new Apple Watches and brand new AirPods Pro.</p><p>Here’s what’s new.</p><h2>New iPad</h2><p>The new entry-level iPad has the biggest changes. The home button at the bottom of the screen is gone and has been replaced with a fingerprint reader in the power button. It has a more squared design, similar to the iPad Air and iPad Pro, with a large 10.9-inch screen, USB-C in place of the Lightning connector, and will ship in different colors like red, yellow, blue and white.</p><p>Apple will sell different configurations, including Wi-Fi only and WiFi + 5G cellular, but it starts at $449, which is a bump from the $329 starting price of the ninth-generation iPad. It’s available to order Tuesday and will be in stores beginning Oct. 26.</p><h2>iPad Pro</h2><p>As in recent years, the company will sell two sizes of the iPad Pros, including an 11-inch model and a larger 12.9-inch model with a nicer screen.</p><p>The big change to the iPad Pro is a new M2 processor, which is the same one that was introduced in the MacBook Air earlier this year. It’s faster than the M1 processor used in thelast model of the iPad Prothat was introduced in 2021.</p><h2>Apple TV 4K</h2><p>The Apple TV 4K has a faster processor and ships in two models, a Wi-Fi-only version with 64GB of storage and a Wi-Fi + Ethernet model, which allows for a wired internet connection and has twice the storage. It has the updated Siri Remote with standard USB-C charging, which is the same cable used to charge iPads and non-Apple products. The remote used to use Apple’s proprietary Lightning connector.</p><p>The new Apple TV 4K starts at $129 and can be ordered beginning Tuesday. It hits stores Nov. 4.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Announces New iPad Pros, Redesigned Regular iPad, and Updated Apple TV 4K</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Announces New iPad Pros, Redesigned Regular iPad, and Updated Apple TV 4K\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-18 23:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple announcednew versions of its iPad Pros, a totally redesigned regular iPad and a new version of the Apple TV 4K on Tuesday.</p><p>The launches give Apple more new gadgets to sell ahead of the important holiday shopping season. The new tablets may help the company boost its iPad sales, which dipped 14% during Apple’s last holiday quarter and 2% during the most recent quarter. And they join Apple’s latest iPhone 14, two new Apple Watches and brand new AirPods Pro.</p><p>Here’s what’s new.</p><h2>New iPad</h2><p>The new entry-level iPad has the biggest changes. The home button at the bottom of the screen is gone and has been replaced with a fingerprint reader in the power button. It has a more squared design, similar to the iPad Air and iPad Pro, with a large 10.9-inch screen, USB-C in place of the Lightning connector, and will ship in different colors like red, yellow, blue and white.</p><p>Apple will sell different configurations, including Wi-Fi only and WiFi + 5G cellular, but it starts at $449, which is a bump from the $329 starting price of the ninth-generation iPad. It’s available to order Tuesday and will be in stores beginning Oct. 26.</p><h2>iPad Pro</h2><p>As in recent years, the company will sell two sizes of the iPad Pros, including an 11-inch model and a larger 12.9-inch model with a nicer screen.</p><p>The big change to the iPad Pro is a new M2 processor, which is the same one that was introduced in the MacBook Air earlier this year. It’s faster than the M1 processor used in thelast model of the iPad Prothat was introduced in 2021.</p><h2>Apple TV 4K</h2><p>The Apple TV 4K has a faster processor and ships in two models, a Wi-Fi-only version with 64GB of storage and a Wi-Fi + Ethernet model, which allows for a wired internet connection and has twice the storage. It has the updated Siri Remote with standard USB-C charging, which is the same cable used to charge iPads and non-Apple products. The remote used to use Apple’s proprietary Lightning connector.</p><p>The new Apple TV 4K starts at $129 and can be ordered beginning Tuesday. It hits stores Nov. 4.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171913714","content_text":"Apple announcednew versions of its iPad Pros, a totally redesigned regular iPad and a new version of the Apple TV 4K on Tuesday.The launches give Apple more new gadgets to sell ahead of the important holiday shopping season. The new tablets may help the company boost its iPad sales, which dipped 14% during Apple’s last holiday quarter and 2% during the most recent quarter. And they join Apple’s latest iPhone 14, two new Apple Watches and brand new AirPods Pro.Here’s what’s new.New iPadThe new entry-level iPad has the biggest changes. The home button at the bottom of the screen is gone and has been replaced with a fingerprint reader in the power button. It has a more squared design, similar to the iPad Air and iPad Pro, with a large 10.9-inch screen, USB-C in place of the Lightning connector, and will ship in different colors like red, yellow, blue and white.Apple will sell different configurations, including Wi-Fi only and WiFi + 5G cellular, but it starts at $449, which is a bump from the $329 starting price of the ninth-generation iPad. It’s available to order Tuesday and will be in stores beginning Oct. 26.iPad ProAs in recent years, the company will sell two sizes of the iPad Pros, including an 11-inch model and a larger 12.9-inch model with a nicer screen.The big change to the iPad Pro is a new M2 processor, which is the same one that was introduced in the MacBook Air earlier this year. It’s faster than the M1 processor used in thelast model of the iPad Prothat was introduced in 2021.Apple TV 4KThe Apple TV 4K has a faster processor and ships in two models, a Wi-Fi-only version with 64GB of storage and a Wi-Fi + Ethernet model, which allows for a wired internet connection and has twice the storage. It has the updated Siri Remote with standard USB-C charging, which is the same cable used to charge iPads and non-Apple products. The remote used to use Apple’s proprietary Lightning connector.The new Apple TV 4K starts at $129 and can be ordered beginning Tuesday. It hits stores Nov. 4.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989060200,"gmtCreate":1665862832801,"gmtModify":1676537672466,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9989060200","repostId":"2275403939","repostType":4,"repost":{"id":"2275403939","pubTimestamp":1665802807,"share":"https://www.laohu8.com/m/news/2275403939?lang=&edition=full","pubTime":"2022-10-15 11:00","market":"us","language":"en","title":"Down 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=2275403939","media":"Motley Fool","summary":"They are down but certainly not out.","content":"<html><head></head><body><p>Jeff Bezos, the founder of <b>Amazon</b>, started his 2000 shareholder letter with the word &#34;ouch.&#34; The company&#39;s stock had fallen more than 80% in the past year, a tough time for shareholders when the dot-com bubble had burst, and Wall Street was selling everything out of fear. But Amazon&#39;s business was growing despite the disappointing investment returns. Today, Amazon is one of the world&#39;s largest companies, which means that 2000 was a wonderful time to buy shares.</p><p>Sound familiar? Just over two decades later, the stock market is again in a tumultuous spot. Growth stocks are again taking it on the chin, including <b>Palantir Technologies</b>, <b>Zscaler</b>, and <b>Spotify Technology</b>, down 75%, 58%, and 74% from their respective highs. Despite these steep declines, each stock could make a strong comeback and reward long-term investors. Here is what you need to know.</p><h2>Building a new world on top of data</h2><p><b>Justin Pope (Palantir Technologies): </b>Almost everything you do in life today creates a digital record, and understanding and leveraging this data better than others can drive success in both public and private organizations. Palantir makes custom software solutions for its customers using its proprietary platforms: Gotham specializes in government applications, and Foundry in commercial projects. For example, Palantir helped determine which areas needed the most assistance during Hurricane Sandy in 2012 using GPS data, photos, damage reports, and census/demographics records.</p><p>Palantir&#39;s relationship with the government remains strong today. It works with various departments, announcing new contracts from the Army and Department of Homeland Security totaling over $200 million just in the past couple of months. This close relationship also makes Palantir reliant on the government, which accounted for 57% of revenue over the first six months of 2022. Palantir must grow its private sector business, and it&#39;s doing that -- U.S. commercial revenue grew 120% year over year in the second quarter of this year.</p><p>The company is now doing more than $1.7 billion in revenue and converting 15% of that into free cash flow. Palantir uses stock-based compensation to pay its employees, which is a non-cash expense. So while cash profits are positive, the bottom line (net income) is negative $539 million over the past four quarters. Positive free cash flow adds to a balance sheet with $2.4 billion in cash against zero debt. Investors will want to see net income trend toward a positive figure; look for revenue to grow faster than stock-based compensation over the coming years.</p><p>This bear market has hammered Palantir&#39;s valuation. The stock&#39;s price-to-sales ratio (P/S) was more than 40 last year but has fallen to just 9. The company&#39;s long relationship with the U.S. government and strong commercial growth underlines the value Palantir&#39;s platform creates. The company still has just 304 customers, so there&#39;s plenty of room for long-term growth. Palantir could eventually be a very large and influential company if data continues to become a critical asset for organizations worldwide. In that case, investors might look back on 2022 fondly as an opportunity to buy low.</p><h2>The zero-trust company that deserves your full confidence</h2><p><b>Will Healy</b> <b>(Zscaler): </b>The rise of the cloud changed the nature of cybersecurity. Previous models built trust via IP addresses. However, with increasing numbers of devices and more interactions, securing networks from continuously changing locations demands a different solution.</p><p>Hence, companies increasingly turn to zero-trust security solutions like the ones offered by Zscaler. Zero-trust treats every user as a threat and uses &#34;context-based identity&#34; (job responsibilities, location, etc.) and policy enforcement to determine access. Also, since users access resources and apps rather than networks, Zscaler&#39;s software can prevent and mitigate security breaches.</p><p>Zscaler also stands out by operating as an edge computing solution. With 150 data centers worldwide, it reduces the lag time for clients. Its approach led to <b>Gartner</b> naming it a leader in the 2022 Gartner Magic Quadrant for Security Service Edge. Additionally, it claims almost 2,100 customers with over $100,000 in annual recurring revenue, including 40% of the Fortune 500.</p><p>Those numbers should continue to increase. Allied Market Research predicts the industry will grow at a compound annual growth rate of 19% through 2031, taking the market size to $126 billion. Thus, it may pleasantly surprise investors that in fiscal 2022 (which ended July 31), Zscaler generated $1.1 billion in revenue, rising 61% year over year. Due to the constant need for cybersecurity, recession threats are unlikely to slow company growth significantly, keeping revenue growth at an elevated level.</p><p>Moreover, Zscaler turned a non-GAAP profit for fiscal 2022 of $101 million, rising 34%. The rapid increases in costs and expenses, foreign currency losses, and revaluations of derivative investments reduced earnings.</p><p>Those fast-rising costs and expenses may also have caught Zscaler up in the bear market. The cybersecurity stock now sells at about a 60% discount to its all-time high in November. Additionally, given the current bear market, the price-to-sales (P/S) ratio of 19 may seem intolerably high.</p><p>However, those challenges should not alter the likely growth in the zero-trust security industry. Given its competitive advantages and rapid revenue growth, Zscaler looks like a screaming buy despite its elevated valuation.</p><h2>By one measure, Spotify stock has never been cheaper</h2><p><b>Jake Lerch (Spotify Technology):</b> Like many so-called &#34;stay-at-home&#34; stocks, Spotify shares skyrocketed during the height of the COVID-19 pandemic. If you&#39;d invested $10,000 in Spotify stock in March 2020, it would have grown to more than $23,000 in March 2021. However, the last 18 months have not been kind to Spotify.</p><p>And while the damage to its stock price is undeniable, the company&#39;s fundamentals remain untouched. In fact, they&#39;ve improved.</p><p>User growth is accelerating. In its most recent quarter (the three months ending on June 30, 2022), Spotify reported 433 monthly active users -- 5 million more than the company had projected.</p><p>Both premium (i.e., subscription) and ad-supported revenue have surged. Premium revenue increased 22% year over year to 2.5 billion euros, while ad-supported revenue jumped 31% to 360 million euros. Spotify&#39;s ad-supported revenue now stands at 13% of overall revenue, the highest percentage in the company&#39;s history.</p><p>Meanwhile, Spotify&#39;s valuation looks more sensible than ever. Its current price-to-sales ratio of 1.3 is an all-time low for the company -- and far below its lifetime average of 4.3. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b50e539ea1408691dce3de63e16de6fb\" tg-width=\"2000\" tg-height=\"1253\" width=\"100%\" height=\"auto\"/><span>SPOT PS Ratio data by YCharts</span></p><p>Of course, broader economic conditions are not great. Interest rates are rising and economic growth appears to be slowing. However, for long-term investors, economic slowdowns can present opportunities to build positions in the companies that will benefit when the inevitable turnaround arrives. </p><p>To my eyes, Spotify -- a stock with strong fundamentals and its lowest valuation in years -- looks poised for a comeback.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jeff Bezos, the founder of Amazon, started his 2000 shareholder letter with the word \"ouch.\" The company's stock had fallen more than 80% in the past year, a tough time for shareholders when the dot-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPOT":"Spotify Technology S.A.","PLTR":"Palantir Technologies Inc.","ZS":"Zscaler Inc."},"source_url":"https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275403939","content_text":"Jeff Bezos, the founder of Amazon, started his 2000 shareholder letter with the word \"ouch.\" The company's stock had fallen more than 80% in the past year, a tough time for shareholders when the dot-com bubble had burst, and Wall Street was selling everything out of fear. But Amazon's business was growing despite the disappointing investment returns. Today, Amazon is one of the world's largest companies, which means that 2000 was a wonderful time to buy shares.Sound familiar? Just over two decades later, the stock market is again in a tumultuous spot. Growth stocks are again taking it on the chin, including Palantir Technologies, Zscaler, and Spotify Technology, down 75%, 58%, and 74% from their respective highs. Despite these steep declines, each stock could make a strong comeback and reward long-term investors. Here is what you need to know.Building a new world on top of dataJustin Pope (Palantir Technologies): Almost everything you do in life today creates a digital record, and understanding and leveraging this data better than others can drive success in both public and private organizations. Palantir makes custom software solutions for its customers using its proprietary platforms: Gotham specializes in government applications, and Foundry in commercial projects. For example, Palantir helped determine which areas needed the most assistance during Hurricane Sandy in 2012 using GPS data, photos, damage reports, and census/demographics records.Palantir's relationship with the government remains strong today. It works with various departments, announcing new contracts from the Army and Department of Homeland Security totaling over $200 million just in the past couple of months. This close relationship also makes Palantir reliant on the government, which accounted for 57% of revenue over the first six months of 2022. Palantir must grow its private sector business, and it's doing that -- U.S. commercial revenue grew 120% year over year in the second quarter of this year.The company is now doing more than $1.7 billion in revenue and converting 15% of that into free cash flow. Palantir uses stock-based compensation to pay its employees, which is a non-cash expense. So while cash profits are positive, the bottom line (net income) is negative $539 million over the past four quarters. Positive free cash flow adds to a balance sheet with $2.4 billion in cash against zero debt. Investors will want to see net income trend toward a positive figure; look for revenue to grow faster than stock-based compensation over the coming years.This bear market has hammered Palantir's valuation. The stock's price-to-sales ratio (P/S) was more than 40 last year but has fallen to just 9. The company's long relationship with the U.S. government and strong commercial growth underlines the value Palantir's platform creates. The company still has just 304 customers, so there's plenty of room for long-term growth. Palantir could eventually be a very large and influential company if data continues to become a critical asset for organizations worldwide. In that case, investors might look back on 2022 fondly as an opportunity to buy low.The zero-trust company that deserves your full confidenceWill Healy (Zscaler): The rise of the cloud changed the nature of cybersecurity. Previous models built trust via IP addresses. However, with increasing numbers of devices and more interactions, securing networks from continuously changing locations demands a different solution.Hence, companies increasingly turn to zero-trust security solutions like the ones offered by Zscaler. Zero-trust treats every user as a threat and uses \"context-based identity\" (job responsibilities, location, etc.) and policy enforcement to determine access. Also, since users access resources and apps rather than networks, Zscaler's software can prevent and mitigate security breaches.Zscaler also stands out by operating as an edge computing solution. With 150 data centers worldwide, it reduces the lag time for clients. Its approach led to Gartner naming it a leader in the 2022 Gartner Magic Quadrant for Security Service Edge. Additionally, it claims almost 2,100 customers with over $100,000 in annual recurring revenue, including 40% of the Fortune 500.Those numbers should continue to increase. Allied Market Research predicts the industry will grow at a compound annual growth rate of 19% through 2031, taking the market size to $126 billion. Thus, it may pleasantly surprise investors that in fiscal 2022 (which ended July 31), Zscaler generated $1.1 billion in revenue, rising 61% year over year. Due to the constant need for cybersecurity, recession threats are unlikely to slow company growth significantly, keeping revenue growth at an elevated level.Moreover, Zscaler turned a non-GAAP profit for fiscal 2022 of $101 million, rising 34%. The rapid increases in costs and expenses, foreign currency losses, and revaluations of derivative investments reduced earnings.Those fast-rising costs and expenses may also have caught Zscaler up in the bear market. The cybersecurity stock now sells at about a 60% discount to its all-time high in November. Additionally, given the current bear market, the price-to-sales (P/S) ratio of 19 may seem intolerably high.However, those challenges should not alter the likely growth in the zero-trust security industry. Given its competitive advantages and rapid revenue growth, Zscaler looks like a screaming buy despite its elevated valuation.By one measure, Spotify stock has never been cheaperJake Lerch (Spotify Technology): Like many so-called \"stay-at-home\" stocks, Spotify shares skyrocketed during the height of the COVID-19 pandemic. If you'd invested $10,000 in Spotify stock in March 2020, it would have grown to more than $23,000 in March 2021. However, the last 18 months have not been kind to Spotify.And while the damage to its stock price is undeniable, the company's fundamentals remain untouched. In fact, they've improved.User growth is accelerating. In its most recent quarter (the three months ending on June 30, 2022), Spotify reported 433 monthly active users -- 5 million more than the company had projected.Both premium (i.e., subscription) and ad-supported revenue have surged. Premium revenue increased 22% year over year to 2.5 billion euros, while ad-supported revenue jumped 31% to 360 million euros. Spotify's ad-supported revenue now stands at 13% of overall revenue, the highest percentage in the company's history.Meanwhile, Spotify's valuation looks more sensible than ever. Its current price-to-sales ratio of 1.3 is an all-time low for the company -- and far below its lifetime average of 4.3. SPOT PS Ratio data by YChartsOf course, broader economic conditions are not great. Interest rates are rising and economic growth appears to be slowing. However, for long-term investors, economic slowdowns can present opportunities to build positions in the companies that will benefit when the inevitable turnaround arrives. To my eyes, Spotify -- a stock with strong fundamentals and its lowest valuation in years -- looks poised for a comeback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980150375,"gmtCreate":1665685717598,"gmtModify":1676537648621,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980150375","repostId":"1140902779","repostType":4,"repost":{"id":"1140902779","pubTimestamp":1665761013,"share":"https://www.laohu8.com/m/news/1140902779?lang=&edition=full","pubTime":"2022-10-14 23:23","market":"us","language":"en","title":"Inflation at 8.2%: 2 Strong Buy Dividend Stocks to Protect Your Money","url":"https://stock-news.laohu8.com/highlight/detail?id=1140902779","media":"TipRanks","summary":"Last month, the Federal Reserve implemented its fifth straight interest rate hike this year, and its third consecutive hike at 75 basis points, bringing its key funds rate up to the 3% to 3.25% range.","content":"<div>\n<p>Last month, the Federal Reserve implemented its fifth straight interest rate hike this year, and its third consecutive hike at 75 basis points, bringing its key funds rate up to the 3% to 3.25% range....</p>\n\n<a href=\"https://www.tipranks.com/news/article/inflation-at-8-2-2-strong-buy-dividend-stocks-to-protect-your-money\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inflation at 8.2%: 2 Strong Buy Dividend Stocks to Protect Your Money</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation at 8.2%: 2 Strong Buy Dividend Stocks to Protect Your Money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/inflation-at-8-2-2-strong-buy-dividend-stocks-to-protect-your-money><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last month, the Federal Reserve implemented its fifth straight interest rate hike this year, and its third consecutive hike at 75 basis points, bringing its key funds rate up to the 3% to 3.25% range....</p>\n\n<a href=\"https://www.tipranks.com/news/article/inflation-at-8-2-2-strong-buy-dividend-stocks-to-protect-your-money\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINE":"Alpine Income Property Trust, Inc.","CTO":"CTO Realty Growth, Inc."},"source_url":"https://www.tipranks.com/news/article/inflation-at-8-2-2-strong-buy-dividend-stocks-to-protect-your-money","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140902779","content_text":"Last month, the Federal Reserve implemented its fifth straight interest rate hike this year, and its third consecutive hike at 75 basis points, bringing its key funds rate up to the 3% to 3.25% range. The move showed that the central bank is deadly serious about taking on the stubbornly high inflation that has been plaguing the economy since the middle of 2021.The Fed’s turn toward an aggressive anti-inflationary policy may not be hard enough, however, as the September data, released this morning, showed the headline consumer price index (CPI) at an annualized rate of 8.2%, slightly lower than August’s 8.3%, but slightly higher than the 8.1% which had been forecast. There’s no good news here, and we should expect the Fed to take further aggressive rate hiking action at the next FOMC meeting on November 1 and 2.After the data release, the 2-year Treasury bond yield jumped by 16 basis points and hit 4.45%, and the 10-year note once again moved above 4%. These moves portend a shift by investors from stocks toward bonds, to lock in higher yields.For investors still intent on sticking with stocks, the logical move is find a defensive play that will provide some protection against inflation. Dividend stocks, especially the high-yield payers, are the ‘standard’ move in the defensive playbook, and we’ve used the TipRanks data to look up two that offer yields high enough to give some insulation against inflation. And even better, they both have a ‘Strong Buy’ consensus rating from the wider analyst community. Let’s take a closer look.Alpine Income Property Trust (PINE)The first high-yield div payer we’ll look at is Alpine Income Property Trust, a commercial net lease REIT with a focus on retail properties. Alpine’s portfolio is composed of open-air strip malls and stand-alone retail locations, spread across 35 states. The company is headquartered in Florida, where it has 4 properties; the state with the largest number of Alpine properties is Texas, with 25, while Ohio and New York tie for second place, each with 12 properties.Alpine has a total of 143 properties in its portfolio, a combined 3.3 million square feet of leasable space. The company boasts, justifiably, that it has a 100% occupancy rate. Revenues and earnings have been strong over the past two years, with consistent sequential gains at the top line.Alpine saw revenues of $11.3 million in 2Q22, the last quarter reported. Earnings spiked in that quarter, to $14.3 million, after coming in at just $304K one year earlier. Alpine had a diluted EPS of $1.05 in 2Q22. Of particular interest to dividend investors, Alpine reported an adjusted funds from operations (AFFO) of $0.47 for 2Q, a 20% increase year-over-year, and more than enough to fully cover the regular stock dividend.That dividend deserved a closer look. The most recent declaration, made in August, was for 27.5 cents per common share, a modest bump of 1.9% from the previous quarter – but the sixth dividend increase in the past three years. Alpine’s current common share dividend annualizes to $1.10 and gives a yield of 7%, more than triple the average dividend yield in the broader markets, and high enough to be useful as insulation against current inflation.In the eyes of Raymond James analyst RJ Milligan, who holds a 5-star ranking from TipRanks, all of this adds up to a company in a very solid position.“Investors continue to build positions in more defensive sectors (including net-lease) given concerns about a coming recession, which has helped drive the net lease sector’s YTD outperformance despite spiking rates and high inflation. We expect PINE will continue to benefit from this rotation given its high quality portfolio, discounted valuation, and well-covered dividend,” Milligan opined.Following from this upbeat stance, Milligan rates PINE shares an Outperform (i.e. Buy), and his price target of $23 implies a one-year upside potential of 44%.While this commercial REIT has only picked up 5 recent analyst reviews, those were all positive, testifying to PINE’s underlying strength and attractive qualities – and giving the stock a unanimous Strong Buy consensus rating. The shares are selling for $15.87 and their average price target of $21.25 indicates a potential gain of 33% in the next 12 months.CTO Realty Growth (CTO)Let’s stick with REITs, a sector known for its dividend champs. CTO Realty Growth is another commercial REIT with income-generating shopping mall and retail investments in 9 states. CTO has 6 properties in its home state of Florida, and 3 each in Georgia and Texas. The bulk of CTO’s assets are in the coastal Southeast or the Southwest, but the company does have a 15% ownership interest in Alpine, the stock discussed above.In recent weeks, CTO has announced two important developments that have enhanced the company’s liquidity. First was the September 21 notice that the firm had expanded its credit facility to $565 million, and that was followed on September 26 by the announcement that the company had sold off three properties in Jacksonville, Florida for a total of $34.9 million.Earlier in the summer, CTO reported its results for 2Q22, with fund from operations (FFO) coming in at $1.41 per share for the quarter, up 60% year-over-year, and adjusted FFO growing 38% to reach $1.48 per common share. These results were more than enough to support the dividend, which was declared for Q3 on August 22 and paid out on September 30. The Q3 dividend was raised by a modest 1.8% and paid out at 38 cents per common share. The dividend’s annualized rate of $1.52 gives a yield of 8.6%, which is higher than current inflation numbers and ensures a real rate of return for investors.AnalystRobert Stevenson, watching this stock for investment firm Janney Montgomery, is unabashedly bullish on CTO. He says of the company, “Our continued positive view on the stock is based on the company’s assets, high dividend yield, and ability to continue to grow earnings and dividends for shareholders… CTO is one of our favorite yield names within our REIT coverage universe.”Factoring in a discounted valuation and attractive growth potential, Stevenson rates CTO a Buy, along with a price target of $25. If his price target is achieved, investors could realize a potential total return of ~44%There are 4 recent analyst reviews on file for CTO and they are unanimously positive, to give the stock its Strong Buy analyst consensus rating. The shares are priced at $17.54 and their $25 average target matches Stevenson’s 42% upside forecast.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917523429,"gmtCreate":1665543784361,"gmtModify":1676537624642,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917523429","repostId":"2274069505","repostType":4,"repost":{"id":"2274069505","pubTimestamp":1665543489,"share":"https://www.laohu8.com/m/news/2274069505?lang=&edition=full","pubTime":"2022-10-12 10:58","market":"fut","language":"en","title":"Ark Analyst Stands by Prediction Bitcoin Price Will Top $1 Million","url":"https://stock-news.laohu8.com/highlight/detail?id=2274069505","media":"Bloomberg","summary":"CEO Cathie Wood previously said token will hit $1 millionTop crypto analyst at Ark insists the proje","content":"<html><head></head><body><ul><li>CEO Cathie Wood previously said token will hit $1 million</li><li>Top crypto analyst at Ark insists the projection still stands</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ab5947255ce4a2e955241e5c0b01f6a\" tg-width=\"1000\" tg-height=\"667\" width=\"100%\" height=\"auto\"/><span>Photographer: Chris Ratcliffe/Bloomberg</span></p><p>Ark Investment Management analyst Yassine Elmandjra is standing by his firm’s prediction that Bitcoin’s price will shoot past the million-dollar mark, despite this year’s massive sell-off in the digital currency.</p><p>Cathie Wood, the fund manager behind Ark’s flagship innovation-themed ETFs, forecast earlier this year that the world’s largest cryptocurrency would top $1 million per coin by 2030. Yet, coin holders and miners have been selling off the token en masse in 2022 as the Federal Reserve continues to aggressively tighten monetary policy, driving investors away from riskier asset classes, such as crypto.</p><p>The bellwether virtual currency is down nearly 60% to around $19,000 this year, according to Bloomberg data.</p><p>Yet, Ark crypto analyst Elmandjra said that there is still a sizable opportunity to be found in Bitcoin, in an interview with Bloomberg TV Tuesday, reiterating his firm’s view of each coin exceeding $1 million in the coming years.</p><p>“When we look at Bitcoin’s potential, we segment it across several use cases -- everything from it competing as a digital store of value, to a settlement network, to an insurance policy against arbitrary asset seizure,” he explained. “When you stack every use case one on top of another, you come to about a 28 trillion-dollar opportunity, which translates to more than a million dollars per Bitcoin.”</p><p>Even so, the firm gave up its place as the third-largest shareholder of US-based crypto platform Coinbase Global Inc. over the summer, dumping some its holdings amid a US Securities and Exchange Commission probe. Three Ark Investment Management LLC funds sold over 1.41 million shares toward the end of July, worth $75 million at the time.</p><p>Ark’s $7.1 billion Innovation ETF (ticker ARKK) has not had a favorable year, lingering near its lowest closing level since March 2020 on Tuesday. The fund has plunged 62% in 2022 as global risk sentiment sours, compared to a 24% fall in the S&amp;P 500.</p><p>Elmandjra’s long-term view of Bitcoin remains bullish, nevertheless.</p><p>“When you look at Bitcoin as a strategic asset, non-sovereign, censorship-resistant money, competing against central banks and fiat currencies, Bitcoin supply being capped at 21 million, I think there is an arms race -- especially as we shift from the digital to the physical world -- to be an asset independent of the traditional financial systems and traditional asset classes,” he said in the TV interview.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ark Analyst Stands by Prediction Bitcoin Price Will Top $1 Million</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\">\nArk Analyst Stands by Prediction Bitcoin Price Will Top $1 Million\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-11/ark-ark-analyst-stands-by-prediction-bitcoin-btc-will-exceed-1-million><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CEO Cathie Wood previously said token will hit $1 millionTop crypto analyst at Ark insists the projection still standsPhotographer: Chris Ratcliffe/BloombergArk Investment Management analyst Yassine ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-11/ark-ark-analyst-stands-by-prediction-bitcoin-btc-will-exceed-1-million\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust","ARKK":"ARK Innovation ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-11/ark-ark-analyst-stands-by-prediction-bitcoin-btc-will-exceed-1-million","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274069505","content_text":"CEO Cathie Wood previously said token will hit $1 millionTop crypto analyst at Ark insists the projection still standsPhotographer: Chris Ratcliffe/BloombergArk Investment Management analyst Yassine Elmandjra is standing by his firm’s prediction that Bitcoin’s price will shoot past the million-dollar mark, despite this year’s massive sell-off in the digital currency.Cathie Wood, the fund manager behind Ark’s flagship innovation-themed ETFs, forecast earlier this year that the world’s largest cryptocurrency would top $1 million per coin by 2030. Yet, coin holders and miners have been selling off the token en masse in 2022 as the Federal Reserve continues to aggressively tighten monetary policy, driving investors away from riskier asset classes, such as crypto.The bellwether virtual currency is down nearly 60% to around $19,000 this year, according to Bloomberg data.Yet, Ark crypto analyst Elmandjra said that there is still a sizable opportunity to be found in Bitcoin, in an interview with Bloomberg TV Tuesday, reiterating his firm’s view of each coin exceeding $1 million in the coming years.“When we look at Bitcoin’s potential, we segment it across several use cases -- everything from it competing as a digital store of value, to a settlement network, to an insurance policy against arbitrary asset seizure,” he explained. “When you stack every use case one on top of another, you come to about a 28 trillion-dollar opportunity, which translates to more than a million dollars per Bitcoin.”Even so, the firm gave up its place as the third-largest shareholder of US-based crypto platform Coinbase Global Inc. over the summer, dumping some its holdings amid a US Securities and Exchange Commission probe. Three Ark Investment Management LLC funds sold over 1.41 million shares toward the end of July, worth $75 million at the time.Ark’s $7.1 billion Innovation ETF (ticker ARKK) has not had a favorable year, lingering near its lowest closing level since March 2020 on Tuesday. The fund has plunged 62% in 2022 as global risk sentiment sours, compared to a 24% fall in the S&P 500.Elmandjra’s long-term view of Bitcoin remains bullish, nevertheless.“When you look at Bitcoin as a strategic asset, non-sovereign, censorship-resistant money, competing against central banks and fiat currencies, Bitcoin supply being capped at 21 million, I think there is an arms race -- especially as we shift from the digital to the physical world -- to be an asset independent of the traditional financial systems and traditional asset classes,” he said in the TV interview.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917523198,"gmtCreate":1665543751214,"gmtModify":1676537624634,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917523198","repostId":"2274069505","repostType":4,"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":149089869,"gmtCreate":1625693580851,"gmtModify":1703746403682,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/149089869","repostId":"1128775379","repostType":4,"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144234250,"gmtCreate":1626299113770,"gmtModify":1703757237969,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/144234250","repostId":"2151548011","repostType":4,"repost":{"id":"2151548011","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1626296580,"share":"https://www.laohu8.com/m/news/2151548011?lang=&edition=full","pubTime":"2021-07-15 05:03","market":"us","language":"en","title":"Inflation is above what Fed was hoping to see, but it will moderate, Powell says","url":"https://stock-news.laohu8.com/highlight/detail?id=2151548011","media":"Dow Jones","summary":"Discussions on when to taper asset purchases will continue 'in coming meetings,' Fed chairman says.\n","content":"<blockquote>\n Discussions on when to taper asset purchases will continue 'in coming meetings,' Fed chairman says.\n</blockquote>\n<p>Federal Reserve Chairman Jerome Powell on Wednesday once again said that he thinks the sharp rise in inflation seen so far this year will fade away.</p>\n<p>\"Inflation has increased notably and will likely remain elevated in coming months before moderating,\" Powell said in testimony delivered to the House Financial Services panel.</p>\n<p>Later during the question-and-answer session, Powell said inflation has come in higher than the central bank was \"hoping to see.\"</p>\n<p>On Tuesday, the U.S. June consumer price index rose more than expected, jumping by 0.9%, and the rate of inflation in the 12 months ended in June climbed to 5.4% from 5%. The last time prices rose that fast was in 2008, when oil hit a record $150 a barrel.</p>\n<p>Powell cited three factors for higher inflation: \"base effects\" when weak readings of inflation index last year drop out of the 12-month calculation, production bottlenecks or supply constraints that have led to sharp price increases after the pandemic, and a surge in demand for services as the economy reopens.</p>\n<p>\"We're seeing the same parts of the economy that are producing this inflation, it's a pretty narrow group of things that are producing these high readings,\" Powell said.</p>\n<p>\"We're anxious just like everybody else to see that inflation pass through,\" the Fed chairman said.</p>\n<p>Luke Tilley, chief economist at Wilmington Trust, said he didn't detect any increase in concern about the inflation outlook from Powell's testimony.</p>\n<p>The Fed's forecast expects its favorite measure of inflation, the personal consumption expenditure price index, to fall from 3.4% this year to 2.1% in 2022 and 2.2% in 2023.</p>\n<p>Powell said it would be a \"mistake\" for the Fed to \"act prematurely\" to combat inflation that, in the end, should be transitory.</p>\n<p>Some economists are worried that the Fed is being slow to react to higher inflation readings.</p>\n<p>Former U.S. Treasury Secretary Larry Summers on Wednesday said he is even more worried than he was originally about the economy overheating.</p>\n<p>The Fed has kept its policy interest rate near zero and is buying $120 billion per month of bonds to support the economy and keep interest rates low. Last December, the Fed said it would keep buying assets until there was \"substantial\" progress towards its goals of full employment and stable long-run 2% inflation.</p>\n<p>\"While reaching the standard of 'substantial further progress' is still a ways off, participants expect that progress will continue,\" Powell said.</p>\n<p>Minutes of the Fed's last policy meeting in June showed the central bankers discussed when to slow down the asset purchases, but no decision was reached.</p>\n<p>\"We will continue these discussions in coming meetings,\" Powell told the House panel.</p>\n<p>Tilley said he expects Powell to use his speech at Jackson Hole, Wyo., in late August to explain exactly what \"substantial\" progress actually means. Then, in subsequent meetings, the Fed could report on the progress toward that benchmark and \"announce a tapering before the end of this year or possibly right at the beginning of next year.\"</p>\n<p>\"They are so conscious of not creating a taper tantrum again that this is going to be a slow roll toward taper,\" Tilley said, in an interview.</p>\n<p>As he had said at his press conference in June, Powell said the Fed would be prepared to shift policy \"if we saw signs that the path of inflation or longer-term inflation expectations were moving materially and persistently beyond levels consistent with our goal.\"</p>\n<p>Powell said he didn't think the Fed's purchases of mortgage bonds were driving home prices higher .</p>\n<p>In his testimony, Powell said the labor market has improved \"but there is still a long way to go.\" Participation in the labor market has not moved up from the low rates of the pandemic, he noted.</p>\n<p>But again, the outlook was positive,</p>\n<p>\"Job gains should be strong in coming months as public health conditions continue to improve and as some of the other pandemic-related factors currently weighing them down diminish,\" Powell said.</p>\n<p>The Fed chairman said the central bank continues to monitor the financial system for vulnerabilities like asset bubbles.</p>\n<p>But Powell did not sound alarmed, saying that \"household balance sheets are, on average, quite strong, business leverage has been declining from high levels, and the institutions at the core of the financial system remain resilient.\"</p>\n<p>Later Wednesday, the Fed's Beige Book report on current economic conditions called growth \"robust.\"</p>\n<p>Powell also said the Fed will issue a pivotal report on a proposed digital dollar sometime around early September. Powell said that stablecoins might be a part of the \"payments universe\" but first need an appropriate regulatory framework. The Fed doesn't think crypto assets will be part of the payment system, he added.</p>\n<p>U.S. stocks were mixed on Wednesday, with the Dow Jones Industrial Average and S&amp;P 500 index closing higher while the tech-heavy NASDAQ index slipped.</p>\n<p>The yield on the 10-year Treasury note remains well below the 1.75% high reached in late March.</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>Inflation is above what Fed was hoping to see, but it will moderate, Powell says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation is above what Fed was hoping to see, but it will moderate, Powell says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-15 05:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Discussions on when to taper asset purchases will continue 'in coming meetings,' Fed chairman says.\n</blockquote>\n<p>Federal Reserve Chairman Jerome Powell on Wednesday once again said that he thinks the sharp rise in inflation seen so far this year will fade away.</p>\n<p>\"Inflation has increased notably and will likely remain elevated in coming months before moderating,\" Powell said in testimony delivered to the House Financial Services panel.</p>\n<p>Later during the question-and-answer session, Powell said inflation has come in higher than the central bank was \"hoping to see.\"</p>\n<p>On Tuesday, the U.S. June consumer price index rose more than expected, jumping by 0.9%, and the rate of inflation in the 12 months ended in June climbed to 5.4% from 5%. The last time prices rose that fast was in 2008, when oil hit a record $150 a barrel.</p>\n<p>Powell cited three factors for higher inflation: \"base effects\" when weak readings of inflation index last year drop out of the 12-month calculation, production bottlenecks or supply constraints that have led to sharp price increases after the pandemic, and a surge in demand for services as the economy reopens.</p>\n<p>\"We're seeing the same parts of the economy that are producing this inflation, it's a pretty narrow group of things that are producing these high readings,\" Powell said.</p>\n<p>\"We're anxious just like everybody else to see that inflation pass through,\" the Fed chairman said.</p>\n<p>Luke Tilley, chief economist at Wilmington Trust, said he didn't detect any increase in concern about the inflation outlook from Powell's testimony.</p>\n<p>The Fed's forecast expects its favorite measure of inflation, the personal consumption expenditure price index, to fall from 3.4% this year to 2.1% in 2022 and 2.2% in 2023.</p>\n<p>Powell said it would be a \"mistake\" for the Fed to \"act prematurely\" to combat inflation that, in the end, should be transitory.</p>\n<p>Some economists are worried that the Fed is being slow to react to higher inflation readings.</p>\n<p>Former U.S. Treasury Secretary Larry Summers on Wednesday said he is even more worried than he was originally about the economy overheating.</p>\n<p>The Fed has kept its policy interest rate near zero and is buying $120 billion per month of bonds to support the economy and keep interest rates low. Last December, the Fed said it would keep buying assets until there was \"substantial\" progress towards its goals of full employment and stable long-run 2% inflation.</p>\n<p>\"While reaching the standard of 'substantial further progress' is still a ways off, participants expect that progress will continue,\" Powell said.</p>\n<p>Minutes of the Fed's last policy meeting in June showed the central bankers discussed when to slow down the asset purchases, but no decision was reached.</p>\n<p>\"We will continue these discussions in coming meetings,\" Powell told the House panel.</p>\n<p>Tilley said he expects Powell to use his speech at Jackson Hole, Wyo., in late August to explain exactly what \"substantial\" progress actually means. Then, in subsequent meetings, the Fed could report on the progress toward that benchmark and \"announce a tapering before the end of this year or possibly right at the beginning of next year.\"</p>\n<p>\"They are so conscious of not creating a taper tantrum again that this is going to be a slow roll toward taper,\" Tilley said, in an interview.</p>\n<p>As he had said at his press conference in June, Powell said the Fed would be prepared to shift policy \"if we saw signs that the path of inflation or longer-term inflation expectations were moving materially and persistently beyond levels consistent with our goal.\"</p>\n<p>Powell said he didn't think the Fed's purchases of mortgage bonds were driving home prices higher .</p>\n<p>In his testimony, Powell said the labor market has improved \"but there is still a long way to go.\" Participation in the labor market has not moved up from the low rates of the pandemic, he noted.</p>\n<p>But again, the outlook was positive,</p>\n<p>\"Job gains should be strong in coming months as public health conditions continue to improve and as some of the other pandemic-related factors currently weighing them down diminish,\" Powell said.</p>\n<p>The Fed chairman said the central bank continues to monitor the financial system for vulnerabilities like asset bubbles.</p>\n<p>But Powell did not sound alarmed, saying that \"household balance sheets are, on average, quite strong, business leverage has been declining from high levels, and the institutions at the core of the financial system remain resilient.\"</p>\n<p>Later Wednesday, the Fed's Beige Book report on current economic conditions called growth \"robust.\"</p>\n<p>Powell also said the Fed will issue a pivotal report on a proposed digital dollar sometime around early September. Powell said that stablecoins might be a part of the \"payments universe\" but first need an appropriate regulatory framework. The Fed doesn't think crypto assets will be part of the payment system, he added.</p>\n<p>U.S. stocks were mixed on Wednesday, with the Dow Jones Industrial Average and S&amp;P 500 index closing higher while the tech-heavy NASDAQ index slipped.</p>\n<p>The yield on the 10-year Treasury note remains well below the 1.75% high reached in late March.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151548011","content_text":"Discussions on when to taper asset purchases will continue 'in coming meetings,' Fed chairman says.\n\nFederal Reserve Chairman Jerome Powell on Wednesday once again said that he thinks the sharp rise in inflation seen so far this year will fade away.\n\"Inflation has increased notably and will likely remain elevated in coming months before moderating,\" Powell said in testimony delivered to the House Financial Services panel.\nLater during the question-and-answer session, Powell said inflation has come in higher than the central bank was \"hoping to see.\"\nOn Tuesday, the U.S. June consumer price index rose more than expected, jumping by 0.9%, and the rate of inflation in the 12 months ended in June climbed to 5.4% from 5%. The last time prices rose that fast was in 2008, when oil hit a record $150 a barrel.\nPowell cited three factors for higher inflation: \"base effects\" when weak readings of inflation index last year drop out of the 12-month calculation, production bottlenecks or supply constraints that have led to sharp price increases after the pandemic, and a surge in demand for services as the economy reopens.\n\"We're seeing the same parts of the economy that are producing this inflation, it's a pretty narrow group of things that are producing these high readings,\" Powell said.\n\"We're anxious just like everybody else to see that inflation pass through,\" the Fed chairman said.\nLuke Tilley, chief economist at Wilmington Trust, said he didn't detect any increase in concern about the inflation outlook from Powell's testimony.\nThe Fed's forecast expects its favorite measure of inflation, the personal consumption expenditure price index, to fall from 3.4% this year to 2.1% in 2022 and 2.2% in 2023.\nPowell said it would be a \"mistake\" for the Fed to \"act prematurely\" to combat inflation that, in the end, should be transitory.\nSome economists are worried that the Fed is being slow to react to higher inflation readings.\nFormer U.S. Treasury Secretary Larry Summers on Wednesday said he is even more worried than he was originally about the economy overheating.\nThe Fed has kept its policy interest rate near zero and is buying $120 billion per month of bonds to support the economy and keep interest rates low. Last December, the Fed said it would keep buying assets until there was \"substantial\" progress towards its goals of full employment and stable long-run 2% inflation.\n\"While reaching the standard of 'substantial further progress' is still a ways off, participants expect that progress will continue,\" Powell said.\nMinutes of the Fed's last policy meeting in June showed the central bankers discussed when to slow down the asset purchases, but no decision was reached.\n\"We will continue these discussions in coming meetings,\" Powell told the House panel.\nTilley said he expects Powell to use his speech at Jackson Hole, Wyo., in late August to explain exactly what \"substantial\" progress actually means. Then, in subsequent meetings, the Fed could report on the progress toward that benchmark and \"announce a tapering before the end of this year or possibly right at the beginning of next year.\"\n\"They are so conscious of not creating a taper tantrum again that this is going to be a slow roll toward taper,\" Tilley said, in an interview.\nAs he had said at his press conference in June, Powell said the Fed would be prepared to shift policy \"if we saw signs that the path of inflation or longer-term inflation expectations were moving materially and persistently beyond levels consistent with our goal.\"\nPowell said he didn't think the Fed's purchases of mortgage bonds were driving home prices higher .\nIn his testimony, Powell said the labor market has improved \"but there is still a long way to go.\" Participation in the labor market has not moved up from the low rates of the pandemic, he noted.\nBut again, the outlook was positive,\n\"Job gains should be strong in coming months as public health conditions continue to improve and as some of the other pandemic-related factors currently weighing them down diminish,\" Powell said.\nThe Fed chairman said the central bank continues to monitor the financial system for vulnerabilities like asset bubbles.\nBut Powell did not sound alarmed, saying that \"household balance sheets are, on average, quite strong, business leverage has been declining from high levels, and the institutions at the core of the financial system remain resilient.\"\nLater Wednesday, the Fed's Beige Book report on current economic conditions called growth \"robust.\"\nPowell also said the Fed will issue a pivotal report on a proposed digital dollar sometime around early September. Powell said that stablecoins might be a part of the \"payments universe\" but first need an appropriate regulatory framework. The Fed doesn't think crypto assets will be part of the payment system, he added.\nU.S. stocks were mixed on Wednesday, with the Dow Jones Industrial Average and S&P 500 index closing higher while the tech-heavy NASDAQ index slipped.\nThe yield on the 10-year Treasury note remains well below the 1.75% high reached in late March.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985492615,"gmtCreate":1667436708138,"gmtModify":1676537917370,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9985492615","repostId":"1121002610","repostType":4,"repost":{"id":"1121002610","pubTimestamp":1667436346,"share":"https://www.laohu8.com/m/news/1121002610?lang=&edition=full","pubTime":"2022-11-03 08:45","market":"us","language":"en","title":"Musk Plans to Eliminate Half of Twitter Jobs to Cut Costs","url":"https://stock-news.laohu8.com/highlight/detail?id=1121002610","media":"Bloomberg","summary":"Twitter’s new owner aims to reduce workforce starting FridayRemaining employees will be asked to ret","content":"<html><head></head><body><ul><li>Twitter’s new owner aims to reduce workforce starting Friday</li><li>Remaining employees will be asked to return to office</li></ul><p>Elon Musk plans to eliminate about 3,700 jobs at Twitter Inc., or half of the social media company’s workforce, in a bid to drive down costs following his $44 billion acquisition, according to people with knowledge of the matter.</p><p>Twitter’s new owner aims to inform affected staffers Friday, said the people, who requested anonymity discussing non-public plans. Musk also intends to reverse the company’s existing work-from-anywhere policy, asking remaining employees to report to offices -- though some exceptions could be made, the people said.</p><p>Musk and a team of advisers have been weighing a range of scenarios for job cuts and other policy changes at San Francisco-based Twitter, the people said, adding that the terms of the headcount reduction could still change. In one scenario being considered, laid off workers will be offered 60 days’ worth of severance pay, two of the people said.</p><p>A spokesperson for Twitter didn’t immediately respond to a request for comment.</p><p>Musk is under pressure to find ways to slash costs of a business for which he says he overpaid. The billionaire agreed to pay $54.20 a share in April just as markets tumbled. He then tried for months to get out of the transaction, alleging that the company misled him about the prevalence of fake accounts. Twitter sued to force Musk to make good on his agreement, and in recent weeks, Musk caved, resigning himself to closing the deal at the agreed-upon terms. The take-private deal closed Thursday.</p><p>Twitter employees have beenbracingfor layoffs ever since Musk took over and immediatelyoustedmuch of the top executive team, including Chief Executive Officer Parag Agrawal, finance chief Ned Segal and senior legal staffers Vijaya Gadde and Sean Edgett. In the days that followed, other departures have included Chief Marketing Officer Leslie Berland, Chief Customer Officer Sarah Personette, and Jean-Philippe Maheu, who was vice president of global client solutions.</p><p>Musk anointed himself “Chief Twit” in his bio on the social network. Bloomberg reported earlier that he would take on the role of interim CEO himself. He also dissolved the company’s board and became sole director, saying later that it’s “justtemporary.”</p><p>Over the weekend, a few employees with director and vice president jobs were cut, people familiar with the matter said. Other leaders were asked to make lists of employees on their teams who could be cut, the people said.</p><p>Senior personnel on the product teams were asked to target a 50% reduction in headcount, a person familiar with the matter said this week. Engineers and director-level staff from Tesla Inc., the carmaker also run by Musk, reviewed the lists, the person said. Layoff lists were drawn up and ranked based on individuals’ contributions to Twitter’s code during their time at the company, the people said. The assessment was made by both Tesla personnel and Twitter managers.</p><p>Concerns over steep personnel cuts started to swirl in the run-up to Musk’s buyout, when potential investors were told that he’d eliminate 75% of the workforce, which stood at about 7,500 at the end of 2021. Musk later denied that the cuts would be that deep.</p><p>In recent weeks, Musk started hinting at his staffing priorities, saying he wants to focus on the core product. “Software engineering, server operations &amp; design will rule the roost,” he tweeted in early October.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk Plans to Eliminate Half of Twitter Jobs to Cut Costs</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\">\nMusk Plans to Eliminate Half of Twitter Jobs to Cut Costs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 08:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-02/musk-plans-to-eliminate-half-of-twitter-jobs-in-cost-cut-drive?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Twitter’s new owner aims to reduce workforce starting FridayRemaining employees will be asked to return to officeElon Musk plans to eliminate about 3,700 jobs at Twitter Inc., or half of the social ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-02/musk-plans-to-eliminate-half-of-twitter-jobs-in-cost-cut-drive?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-02/musk-plans-to-eliminate-half-of-twitter-jobs-in-cost-cut-drive?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121002610","content_text":"Twitter’s new owner aims to reduce workforce starting FridayRemaining employees will be asked to return to officeElon Musk plans to eliminate about 3,700 jobs at Twitter Inc., or half of the social media company’s workforce, in a bid to drive down costs following his $44 billion acquisition, according to people with knowledge of the matter.Twitter’s new owner aims to inform affected staffers Friday, said the people, who requested anonymity discussing non-public plans. Musk also intends to reverse the company’s existing work-from-anywhere policy, asking remaining employees to report to offices -- though some exceptions could be made, the people said.Musk and a team of advisers have been weighing a range of scenarios for job cuts and other policy changes at San Francisco-based Twitter, the people said, adding that the terms of the headcount reduction could still change. In one scenario being considered, laid off workers will be offered 60 days’ worth of severance pay, two of the people said.A spokesperson for Twitter didn’t immediately respond to a request for comment.Musk is under pressure to find ways to slash costs of a business for which he says he overpaid. The billionaire agreed to pay $54.20 a share in April just as markets tumbled. He then tried for months to get out of the transaction, alleging that the company misled him about the prevalence of fake accounts. Twitter sued to force Musk to make good on his agreement, and in recent weeks, Musk caved, resigning himself to closing the deal at the agreed-upon terms. The take-private deal closed Thursday.Twitter employees have beenbracingfor layoffs ever since Musk took over and immediatelyoustedmuch of the top executive team, including Chief Executive Officer Parag Agrawal, finance chief Ned Segal and senior legal staffers Vijaya Gadde and Sean Edgett. In the days that followed, other departures have included Chief Marketing Officer Leslie Berland, Chief Customer Officer Sarah Personette, and Jean-Philippe Maheu, who was vice president of global client solutions.Musk anointed himself “Chief Twit” in his bio on the social network. Bloomberg reported earlier that he would take on the role of interim CEO himself. He also dissolved the company’s board and became sole director, saying later that it’s “justtemporary.”Over the weekend, a few employees with director and vice president jobs were cut, people familiar with the matter said. Other leaders were asked to make lists of employees on their teams who could be cut, the people said.Senior personnel on the product teams were asked to target a 50% reduction in headcount, a person familiar with the matter said this week. Engineers and director-level staff from Tesla Inc., the carmaker also run by Musk, reviewed the lists, the person said. Layoff lists were drawn up and ranked based on individuals’ contributions to Twitter’s code during their time at the company, the people said. The assessment was made by both Tesla personnel and Twitter managers.Concerns over steep personnel cuts started to swirl in the run-up to Musk’s buyout, when potential investors were told that he’d eliminate 75% of the workforce, which stood at about 7,500 at the end of 2021. Musk later denied that the cuts would be that deep.In recent weeks, Musk started hinting at his staffing priorities, saying he wants to focus on the core product. “Software engineering, server operations & design will rule the roost,” he tweeted in early October.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981116894,"gmtCreate":1666415539018,"gmtModify":1676537754664,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9981116894","repostId":"2277875062","repostType":4,"repost":{"id":"2277875062","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":1666403370,"share":"https://www.laohu8.com/m/news/2277875062?lang=&edition=full","pubTime":"2022-10-22 09:49","market":"us","language":"en","title":"Snap Sets off Alarm Bells in Ad-Reliant Social Media Sector","url":"https://stock-news.laohu8.com/highlight/detail?id=2277875062","media":"Reuters","summary":"(Reuters) - Snap Inc shares sank nearly 30 per cent in premarket trading on Friday, after the company's forecast of zero revenue pointed to more pain ahead for a social media sector heavily dependant on digital advertising.YouTube-parent Alphabet Inc, Facebook-parent Meta Platform Inc and Pinte ...","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> shares sank more than 28% on Friday and hit their lowest since the pandemic, after the company&#39;s forecast of zero revenue growth pointed to more pain ahead for a social media sector heavily dependant on digital advertising.<img src=\"https://static.tigerbbs.com/e5e4219b7190352d46246365fc9fd8df\" tg-width=\"857\" tg-height=\"672\" referrerpolicy=\"no-referrer\"/></p><p>Facebook-parent <a href=\"https://laohu8.com/S/META\">Meta Platform Inc</a> and <a href=\"https://laohu8.com/S/PINS\">Pinterest Inc</a> fell between 1% and 6%. <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc</a> slid 4.86%, also dragged by fears of security reviews of billionaire Elon Musk&#39;s takeover bid.</p><p>Analysts rushed to cut their price target on Snap, with Morgan Stanley taking it to a Wall Street low of $7. In early trading the stock hit its lowest since early 2019.</p><p>The digital ad space has suffered as brands have cut marketing and ad budgets in response to declining consumer demand. Snap&#39;s warning exacerbated those fears.</p><p>&#34;This truly is a cautionary tale ... advertisers might show that we&#39;re already in a recession because of their unwillingness to spend on these smaller platforms,&#34; said Bokeh Capital Partners&#39; Kim Forrest.</p><p>So far this year, digital ad companies have together lost roughly $1 trillion in value, hit by intense competition from TikTok and challenges from Apple Inc&#39;s privacy changes to its iOS platform that allows users to opt out of data tracking.</p><p>Snap reported its slowest revenue growth as a public company for the latest quarter on Thursday, and forecast no revenue growth for the typically busy holiday quarter.</p><p><b>SNAP&#39;S WOES</b></p><p>Advertisers have relied on Snap&#39;s platform to tap into its popularity among teens and young adults.</p><p>But Apple&#39;s privacy changes have made it more difficult to track and measure ads on Snapchat, causing major brands to shift their ad spending to bigger platforms that reach more people.</p><p>&#34;A challenged macro continues to see ad buyers prioritize their larger, core platforms, namely Google and Meta, as they monitor consumer health,&#34; Bernstein analyst Mark Shmulik said, adding that ad buyers reducing their spend particularly on smaller experimental platforms.</p><p>Snap&#39;s stock has lost about 77 per cent of its value so far this year, while Alphabet, Meta and Pinterest have lost between 30 per cent and 60 per cent. Twitter, however, has gained 21 per cent on the prospect of billionaire Musk buying the company.</p><p>&#34;We now believe that Snap will have difficulty remaining under control of its own destiny over the next six to nine months,&#34; MKM Partners analyst Rohit Kulkarni said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Snap Sets off Alarm Bells in Ad-Reliant Social Media Sector</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\">\nSnap Sets off Alarm Bells in Ad-Reliant Social Media Sector\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-22 09:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> shares sank more than 28% on Friday and hit their lowest since the pandemic, after the company&#39;s forecast of zero revenue growth pointed to more pain ahead for a social media sector heavily dependant on digital advertising.<img src=\"https://static.tigerbbs.com/e5e4219b7190352d46246365fc9fd8df\" tg-width=\"857\" tg-height=\"672\" referrerpolicy=\"no-referrer\"/></p><p>Facebook-parent <a href=\"https://laohu8.com/S/META\">Meta Platform Inc</a> and <a href=\"https://laohu8.com/S/PINS\">Pinterest Inc</a> fell between 1% and 6%. <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc</a> slid 4.86%, also dragged by fears of security reviews of billionaire Elon Musk&#39;s takeover bid.</p><p>Analysts rushed to cut their price target on Snap, with Morgan Stanley taking it to a Wall Street low of $7. In early trading the stock hit its lowest since early 2019.</p><p>The digital ad space has suffered as brands have cut marketing and ad budgets in response to declining consumer demand. Snap&#39;s warning exacerbated those fears.</p><p>&#34;This truly is a cautionary tale ... advertisers might show that we&#39;re already in a recession because of their unwillingness to spend on these smaller platforms,&#34; said Bokeh Capital Partners&#39; Kim Forrest.</p><p>So far this year, digital ad companies have together lost roughly $1 trillion in value, hit by intense competition from TikTok and challenges from Apple Inc&#39;s privacy changes to its iOS platform that allows users to opt out of data tracking.</p><p>Snap reported its slowest revenue growth as a public company for the latest quarter on Thursday, and forecast no revenue growth for the typically busy holiday quarter.</p><p><b>SNAP&#39;S WOES</b></p><p>Advertisers have relied on Snap&#39;s platform to tap into its popularity among teens and young adults.</p><p>But Apple&#39;s privacy changes have made it more difficult to track and measure ads on Snapchat, causing major brands to shift their ad spending to bigger platforms that reach more people.</p><p>&#34;A challenged macro continues to see ad buyers prioritize their larger, core platforms, namely Google and Meta, as they monitor consumer health,&#34; Bernstein analyst Mark Shmulik said, adding that ad buyers reducing their spend particularly on smaller experimental platforms.</p><p>Snap&#39;s stock has lost about 77 per cent of its value so far this year, while Alphabet, Meta and Pinterest have lost between 30 per cent and 60 per cent. Twitter, however, has gained 21 per cent on the prospect of billionaire Musk buying the company.</p><p>&#34;We now believe that Snap will have difficulty remaining under control of its own destiny over the next six to nine months,&#34; MKM Partners analyst Rohit Kulkarni said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc.","SNAP":"Snap Inc","TWTR":"Twitter","META":"Meta Platforms"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277875062","content_text":"(Reuters) - Snap Inc shares sank more than 28% on Friday and hit their lowest since the pandemic, after the company's forecast of zero revenue growth pointed to more pain ahead for a social media sector heavily dependant on digital advertising.Facebook-parent Meta Platform Inc and Pinterest Inc fell between 1% and 6%. Twitter Inc slid 4.86%, also dragged by fears of security reviews of billionaire Elon Musk's takeover bid.Analysts rushed to cut their price target on Snap, with Morgan Stanley taking it to a Wall Street low of $7. In early trading the stock hit its lowest since early 2019.The digital ad space has suffered as brands have cut marketing and ad budgets in response to declining consumer demand. Snap's warning exacerbated those fears.\"This truly is a cautionary tale ... advertisers might show that we're already in a recession because of their unwillingness to spend on these smaller platforms,\" said Bokeh Capital Partners' Kim Forrest.So far this year, digital ad companies have together lost roughly $1 trillion in value, hit by intense competition from TikTok and challenges from Apple Inc's privacy changes to its iOS platform that allows users to opt out of data tracking.Snap reported its slowest revenue growth as a public company for the latest quarter on Thursday, and forecast no revenue growth for the typically busy holiday quarter.SNAP'S WOESAdvertisers have relied on Snap's platform to tap into its popularity among teens and young adults.But Apple's privacy changes have made it more difficult to track and measure ads on Snapchat, causing major brands to shift their ad spending to bigger platforms that reach more people.\"A challenged macro continues to see ad buyers prioritize their larger, core platforms, namely Google and Meta, as they monitor consumer health,\" Bernstein analyst Mark Shmulik said, adding that ad buyers reducing their spend particularly on smaller experimental platforms.Snap's stock has lost about 77 per cent of its value so far this year, while Alphabet, Meta and Pinterest have lost between 30 per cent and 60 per cent. Twitter, however, has gained 21 per cent on the prospect of billionaire Musk buying the company.\"We now believe that Snap will have difficulty remaining under control of its own destiny over the next six to nine months,\" MKM Partners analyst Rohit Kulkarni said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839752223,"gmtCreate":1629184542662,"gmtModify":1676529957698,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/839752223","repostId":"1133874781","repostType":4,"repost":{"id":"1133874781","pubTimestamp":1629164267,"share":"https://www.laohu8.com/m/news/1133874781?lang=&edition=full","pubTime":"2021-08-17 09:37","market":"us","language":"en","title":"3 Reasons To Buy Apple Stock Over Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1133874781","media":"TheStreet","summary":"The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.\nAmazo","content":"<p>The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.</p>\n<p>Amazon&nbsp;or Apple stock? Maybe picking one over the other might not make too much difference, since both have behaved similarly, especially in the past year or two. See the rolling one-year correlation chart below – the closer to +1, the closer the stocks’ daily returns track each other.</p>\n<p>But today, the Apple Maven presents three reasons why AAPL may be a better bet compared to its peer AMZN. For those interested, our sister channel&nbsp;Amazon Maven will soon take the other side&nbsp;of the argument. Check out both theses to determine which makes most sense.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2842dada1100f7fa50ce607c91359294\" tg-width=\"777\" tg-height=\"429\" width=\"100%\" height=\"auto\"><span>Figure 1: One-year rolling correlation, AAPL vs. AMZN.</span></p>\n<p><b>#1. Post-pandemic outperformer</b></p>\n<p>Since reporting Q2 earnings, Amazon stock has failed to gain any lift. The culprit has been a sharp deceleration in the online store’s revenue growth rate. Amazon has proved that the pandemic period was particularly beneficial for the company’s e-commerce business, but that the party might be over.</p>\n<p>The opposite has happened to Apple. While the more pessimistic analysts believed that the post-pandemic environment would be a headwind to the company’s financial performance,Apple proved them wrong: astounding revenue and earnings growth of 36% and 101%, respectively, in fiscal Q3.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/addc3e819f69d2aa771eb0cbf30a7d02\" tg-width=\"792\" tg-height=\"456\" width=\"100%\" height=\"auto\"><span>Figure 2: FQ3 2021 revenue growth by geo segment.</span></p>\n<p><b>#2. Valuations more appealing</b></p>\n<p>In absolute terms, it is undeniable that Apple stock is a more affordable play than Amazon. The chart below shows how AMZN is substantially more richly valued than Apple, both in terms of trailing earnings (nearly twice more expensive) and free cash flow (substantially more expensive).</p>\n<p>In an environment in which assets are not priced for perfection, paying a bit more for what one might consider a better stock could make sense. But during a period like the current one, in which equity valuations seem stretched thin, being a bit more conservative on the price tag may be the best approach.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bbc5964d65a7779bfa877427132d2f5\" tg-width=\"999\" tg-height=\"501\" width=\"100%\" height=\"auto\"><span>Figure 3: AAPL and AMZN's valuation.</span></p>\n<p><b>#3. Underappreciated growth</b></p>\n<p>Lastly, Amazon has been growing its top and bottom lines at a faster pace than Apple – and analysts expect this to still be the case going forward,according to Seeking Alpha. However, while Amazon’s growth opportunities in e-commerce and cloud seem to be well-understood, Apple stock price may not properly reflect the company’s two- to five-year growth potential.</p>\n<p>The Cupertino company could be&nbsp;introducing a new mixed reality headset&nbsp;next year or in 2023,followed by an Apple Car&nbsp;that could drastically change (improve?) the company’s financial performance.Valued at an attractive current-year P/E of 25 times, I suspect that the market has not properly factored these opportunities into the share price.</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>3 Reasons To Buy Apple Stock Over Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons To Buy Apple Stock Over Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/3-reasons-to-buy-apple-stock-over-amazon><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.\nAmazon or Apple stock? Maybe picking one over the other might not make too much difference, since both ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/3-reasons-to-buy-apple-stock-over-amazon\">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","AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/3-reasons-to-buy-apple-stock-over-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133874781","content_text":"The Apple Maven presents three reasons why Apple stock may be a better pick than Amazon today.\nAmazon or Apple stock? Maybe picking one over the other might not make too much difference, since both have behaved similarly, especially in the past year or two. See the rolling one-year correlation chart below – the closer to +1, the closer the stocks’ daily returns track each other.\nBut today, the Apple Maven presents three reasons why AAPL may be a better bet compared to its peer AMZN. For those interested, our sister channel Amazon Maven will soon take the other side of the argument. Check out both theses to determine which makes most sense.\nFigure 1: One-year rolling correlation, AAPL vs. AMZN.\n#1. Post-pandemic outperformer\nSince reporting Q2 earnings, Amazon stock has failed to gain any lift. The culprit has been a sharp deceleration in the online store’s revenue growth rate. Amazon has proved that the pandemic period was particularly beneficial for the company’s e-commerce business, but that the party might be over.\nThe opposite has happened to Apple. While the more pessimistic analysts believed that the post-pandemic environment would be a headwind to the company’s financial performance,Apple proved them wrong: astounding revenue and earnings growth of 36% and 101%, respectively, in fiscal Q3.\nFigure 2: FQ3 2021 revenue growth by geo segment.\n#2. Valuations more appealing\nIn absolute terms, it is undeniable that Apple stock is a more affordable play than Amazon. The chart below shows how AMZN is substantially more richly valued than Apple, both in terms of trailing earnings (nearly twice more expensive) and free cash flow (substantially more expensive).\nIn an environment in which assets are not priced for perfection, paying a bit more for what one might consider a better stock could make sense. But during a period like the current one, in which equity valuations seem stretched thin, being a bit more conservative on the price tag may be the best approach.\nFigure 3: AAPL and AMZN's valuation.\n#3. Underappreciated growth\nLastly, Amazon has been growing its top and bottom lines at a faster pace than Apple – and analysts expect this to still be the case going forward,according to Seeking Alpha. However, while Amazon’s growth opportunities in e-commerce and cloud seem to be well-understood, Apple stock price may not properly reflect the company’s two- to five-year growth potential.\nThe Cupertino company could be introducing a new mixed reality headset next year or in 2023,followed by an Apple Car that could drastically change (improve?) the company’s financial performance.Valued at an attractive current-year P/E of 25 times, I suspect that the market has not properly factored these opportunities into the share price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984466665,"gmtCreate":1667709754157,"gmtModify":1676537955040,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9984466665","repostId":"1150175524","repostType":4,"repost":{"id":"1150175524","pubTimestamp":1667703718,"share":"https://www.laohu8.com/m/news/1150175524?lang=&edition=full","pubTime":"2022-11-06 11:01","market":"us","language":"en","title":"The Fall of Big Tech Is Boosting Stock Quants on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1150175524","media":"bloomberg","summary":"Factor trades are outperforming, from momentum to value betsInvesting approach is typically less tethered to tech megacapsMeta CEO Mark Zuckerberg unveils the Meta Quest Pro virtual-reality headset du","content":"<html><head></head><body><ul><li>Factor trades are outperforming, from momentum to value bets</li><li>Investing approach is typically less tethered to tech megacaps</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8f65081ce9226625075ac95cb67e04a\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Meta CEO Mark Zuckerberg unveils the Meta Quest Pro virtual-reality headset during the Meta Connect event on Oct. 11.</span></p><p>Another tech plunge, another shot in the arm for stock quants mounting a big comeback in Wall Street’s awful year.</p><p>As the Federal Reserve ramped up its hawkish policy guidance thisweekon still-raging inflation, the once-booming Faang megapcaps lost a further $568 billion in market value, bringing the cohort’s total capitalization to the lowest since mid-2020.</p><p>With rising interest rates spurring an abrupt end to the leadership of Big Tech, the largest technology companies are wielding less and less power over broader indexes, as former high-fliers likeMeta Platforms Inc.andAmazon.com Inc. crash anew in the latest wave of selling. Reversing the extremes of the cheap-money years, the capitalization-weighted S&amp;P 500 hit the lowest versus an equal-weighted version of the benchmark since 2019.</p><p>All this is a boon for so-called factor investors, who dissect equities according to their math-derived traits, from how cheap equities look to how fast they’ve risen. These funds are typically underweight the tech megacaps and have a propensity to spread out their exposures, a favorable setup in this era of improved market breadth.</p><p>In 11 of the last 13 sessions where the S&amp;P 500 has dropped more than 2%, strategies beloved by factor funds like value, quality, momentum and low volatility have all made money, according to Dow Jones’ market-neutral indexes.</p><p>“You got a much more diverse opportunity set that allows for more factors to come into play,” said Sean Phayre, head of quantitative investments at Abrdn Investment Management. “Previously 2019, 2020 was a very one-dimensional market.”</p><p>Systematic managers who deploy factor strategies in one form or another are on a winning streak. The AQR Equity Market NeutralFundhas rallied anew since October to notch a 21% gain so far this year. The Jupiter Merian Global Equity Absolute ReturnFund, whichbled assetsthroughout the tech bull run, is up nearly 7%.</p><p><img src=\"https://static.tigerbbs.com/af9200d7f049c1445a2db5293ea641ab\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The math whizzes of Wall Street crunch data to find patterns across the entire stock market. That means they’re mostly spreading out their wagers across a vast number of securities. So when market gains are concentrated in a few megacaps, quants almost by definition will own far less of those shares than a cheap-and-cheerful S&amp;P 500 tracker. That was the case in the low-rate years when the Faang block -- -- Facebook Inc., now known as Meta, Apple Inc., Amazon, Netflix Inc. and Google parent Alphabet Inc. -- drove the bull market.</p><p>Now a broader group of winners is giving money managers more opportunities. In a reversal of pre-2021 trends, the S&amp;P 500 pulled off an around-8% surge in October even with half of the Faangs falling.</p><p>Lately, the momentum factor, a popular quant trade, has also joined the party. A chameleon investing style that simply bets on the past year’s winners, it doesn’t do well at turning points like the start of 2022. But having rebalanced into outperformers like health-care and energy stocks, the strategy has rallied this quarter in a sign of persistent trends driven by sticky inflation.</p><p>The $12 billion iShares MSCI USA Momentum Factor ETF (tickerMTUM) drew a record $2 billion in inflows last month after its 13% surge beat the wider market by the most in its nine-year history. A market-neutral version compiled by Bloomberg is on track for the best year since 2015.</p><p>“Momentum is the all-weather strategy,” Christopher Harvey, head of equity strategy at Wells Fargo, wrote in a note. He expects more market damage caused by inflation and jobs data, touting momentum strategies as “they have a tendency to perform well” in stressed conditions.</p><p><img src=\"https://static.tigerbbs.com/2cbca206ffa153228ae07923cf7615b6\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meanwhile, 87% of high-momentum firms have beaten earnings expectations this season, compared to 70% of the S&amp;P 500, per Harvey. These winning names are also getting rewarded more for good results and punished less for bad ones.</p><p>The value strategy of buying cheap shares has also seen another bump with rising rates driving investors away from stocks with high multiples. Meanwhile the low-volatility trade is shining as steadier stocks like health-care names win out.</p><p>These trends have only intensified lately with American heavyweights like Amazon, Alphabet and Microsoft posting disappointing earnings -- a big turnaround compared to the unbridled tech optimism of the low-rate era.</p><p>“The single dimension that was driving those names to excess returns -- that model is somewhat broken,” said Phayre at Abrdn. “Come 2021, 2022 there’s a realization there’s going to be some form of payback for all the cheap money.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fall of Big Tech Is Boosting Stock Quants on Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fall of Big Tech Is Boosting Stock Quants on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-06 11:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-05/the-fall-of-big-tech-is-boosting-stock-quants-on-wall-street><strong>bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Factor trades are outperforming, from momentum to value betsInvesting approach is typically less tethered to tech megacapsMeta CEO Mark Zuckerberg unveils the Meta Quest Pro virtual-reality headset ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-05/the-fall-of-big-tech-is-boosting-stock-quants-on-wall-street\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","AMZN":"亚马逊","META":"Meta Platforms",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-05/the-fall-of-big-tech-is-boosting-stock-quants-on-wall-street","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150175524","content_text":"Factor trades are outperforming, from momentum to value betsInvesting approach is typically less tethered to tech megacapsMeta CEO Mark Zuckerberg unveils the Meta Quest Pro virtual-reality headset during the Meta Connect event on Oct. 11.Another tech plunge, another shot in the arm for stock quants mounting a big comeback in Wall Street’s awful year.As the Federal Reserve ramped up its hawkish policy guidance thisweekon still-raging inflation, the once-booming Faang megapcaps lost a further $568 billion in market value, bringing the cohort’s total capitalization to the lowest since mid-2020.With rising interest rates spurring an abrupt end to the leadership of Big Tech, the largest technology companies are wielding less and less power over broader indexes, as former high-fliers likeMeta Platforms Inc.andAmazon.com Inc. crash anew in the latest wave of selling. Reversing the extremes of the cheap-money years, the capitalization-weighted S&P 500 hit the lowest versus an equal-weighted version of the benchmark since 2019.All this is a boon for so-called factor investors, who dissect equities according to their math-derived traits, from how cheap equities look to how fast they’ve risen. These funds are typically underweight the tech megacaps and have a propensity to spread out their exposures, a favorable setup in this era of improved market breadth.In 11 of the last 13 sessions where the S&P 500 has dropped more than 2%, strategies beloved by factor funds like value, quality, momentum and low volatility have all made money, according to Dow Jones’ market-neutral indexes.“You got a much more diverse opportunity set that allows for more factors to come into play,” said Sean Phayre, head of quantitative investments at Abrdn Investment Management. “Previously 2019, 2020 was a very one-dimensional market.”Systematic managers who deploy factor strategies in one form or another are on a winning streak. The AQR Equity Market NeutralFundhas rallied anew since October to notch a 21% gain so far this year. The Jupiter Merian Global Equity Absolute ReturnFund, whichbled assetsthroughout the tech bull run, is up nearly 7%.The math whizzes of Wall Street crunch data to find patterns across the entire stock market. That means they’re mostly spreading out their wagers across a vast number of securities. So when market gains are concentrated in a few megacaps, quants almost by definition will own far less of those shares than a cheap-and-cheerful S&P 500 tracker. That was the case in the low-rate years when the Faang block -- -- Facebook Inc., now known as Meta, Apple Inc., Amazon, Netflix Inc. and Google parent Alphabet Inc. -- drove the bull market.Now a broader group of winners is giving money managers more opportunities. In a reversal of pre-2021 trends, the S&P 500 pulled off an around-8% surge in October even with half of the Faangs falling.Lately, the momentum factor, a popular quant trade, has also joined the party. A chameleon investing style that simply bets on the past year’s winners, it doesn’t do well at turning points like the start of 2022. But having rebalanced into outperformers like health-care and energy stocks, the strategy has rallied this quarter in a sign of persistent trends driven by sticky inflation.The $12 billion iShares MSCI USA Momentum Factor ETF (tickerMTUM) drew a record $2 billion in inflows last month after its 13% surge beat the wider market by the most in its nine-year history. A market-neutral version compiled by Bloomberg is on track for the best year since 2015.“Momentum is the all-weather strategy,” Christopher Harvey, head of equity strategy at Wells Fargo, wrote in a note. He expects more market damage caused by inflation and jobs data, touting momentum strategies as “they have a tendency to perform well” in stressed conditions.Meanwhile, 87% of high-momentum firms have beaten earnings expectations this season, compared to 70% of the S&P 500, per Harvey. These winning names are also getting rewarded more for good results and punished less for bad ones.The value strategy of buying cheap shares has also seen another bump with rising rates driving investors away from stocks with high multiples. Meanwhile the low-volatility trade is shining as steadier stocks like health-care names win out.These trends have only intensified lately with American heavyweights like Amazon, Alphabet and Microsoft posting disappointing earnings -- a big turnaround compared to the unbridled tech optimism of the low-rate era.“The single dimension that was driving those names to excess returns -- that model is somewhat broken,” said Phayre at Abrdn. “Come 2021, 2022 there’s a realization there’s going to be some form of payback for all the cheap money.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170001951,"gmtCreate":1626394024073,"gmtModify":1703759184685,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/170001951","repostId":"2151573133","repostType":4,"repost":{"id":"2151573133","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":1626379249,"share":"https://www.laohu8.com/m/news/2151573133?lang=&edition=full","pubTime":"2021-07-16 04:00","market":"us","language":"en","title":"Nasdaq ends lower as investors sell Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2151573133","media":"Reuters","summary":"July 15  - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.Amazon, Apple, Tesla and $Facebook$all fell. Nvidia tumbled around 4%.The S&P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&P 500 and the Nasdaq to record highs.The S&P 500 energy sector index fell more than ","content":"<ul>\n <li>U.S. weekly jobless claims fall to 16-month low</li>\n <li>Tech sector ends four-day winning streak</li>\n</ul>\n<p>July 15 (Reuters) - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.</p>\n<p>Amazon, Apple,&nbsp;Tesla and <a href=\"https://laohu8.com/S/FB\">Facebook</a>all fell. Nvidia&nbsp;tumbled around 4%.</p>\n<p>The S&amp;P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&amp;P 500 and the Nasdaq to record highs.</p>\n<p>The S&amp;P 500 energy sector index fell more than 1% and tracked a drop in crude prices on expectations of more supply after a compromise agreement between leading OPEC producers.</p>\n<p>Fresh data showed the number of Americans filing new claims for unemployment benefits fell last week to a 16-month low, while worker shortages and bottlenecks in the supply chain have frustrated efforts by businesses to ramp up production to meet strong demand for goods and services.</p>\n<p>Federal Reserve Chair Jerome Powell told lawmakers he anticipated the shortages and high inflation would abate. Yet many investors still worry that more sustained inflation could lead to a sooner-than-expected tightening of monetary policy.</p>\n<p>\"People are very nervous and concerned about inflation, tax rates and the (2022 midterm) election. Those three things are very much on people's minds,\" said 6 Meridian Chief Investment Officer Andrew Mies, describing recent phone calls with his firm's clients.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 54.52 points, or 0.16%, to 34,987.75, the S&amp;P 500 lost 14.29 points, or 0.33%, to 4,360.01 and the Nasdaq Composite&nbsp;dropped 101.82 points, or 0.7%, to 14,543.13.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> dipped as much as 1.2% after it beat expectations for quarterly profit, getting a boost from record investment banking activity even as the trading bonanza that supported results in recent quarters slowed down.</p>\n<p>Second-quarter reporting season kicked off this week, with the four largest U.S. lenders - Wells Fargo &amp; Co , $Bank of America Corp(BAC-N)$ , $Citigroup Inc(C-N)$ and JPMorgan Chase &amp; Co - posting a combined $33 billion in profits, but also highlighting the industry's sensitivity to low interest rates.</p>\n<p>Blackstone said late on Wednesday it would pay $2.2 billion for 9.9% stake in American International Group's life and retirement business. AIG and Blackstone both rallied.</p>\n<p>Johnson &amp; Johnson dipped after it voluntarily recalled five aerosol sunscreen products in the United States after detecting a cancer-causing chemical in some samples.</p>\n<p>(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel)</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>Nasdaq ends lower as investors sell Big Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq ends lower as investors sell Big Tech\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\">2021-07-16 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>U.S. weekly jobless claims fall to 16-month low</li>\n <li>Tech sector ends four-day winning streak</li>\n</ul>\n<p>July 15 (Reuters) - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.</p>\n<p>Amazon, Apple,&nbsp;Tesla and <a href=\"https://laohu8.com/S/FB\">Facebook</a>all fell. Nvidia&nbsp;tumbled around 4%.</p>\n<p>The S&amp;P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&amp;P 500 and the Nasdaq to record highs.</p>\n<p>The S&amp;P 500 energy sector index fell more than 1% and tracked a drop in crude prices on expectations of more supply after a compromise agreement between leading OPEC producers.</p>\n<p>Fresh data showed the number of Americans filing new claims for unemployment benefits fell last week to a 16-month low, while worker shortages and bottlenecks in the supply chain have frustrated efforts by businesses to ramp up production to meet strong demand for goods and services.</p>\n<p>Federal Reserve Chair Jerome Powell told lawmakers he anticipated the shortages and high inflation would abate. Yet many investors still worry that more sustained inflation could lead to a sooner-than-expected tightening of monetary policy.</p>\n<p>\"People are very nervous and concerned about inflation, tax rates and the (2022 midterm) election. Those three things are very much on people's minds,\" said 6 Meridian Chief Investment Officer Andrew Mies, describing recent phone calls with his firm's clients.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 54.52 points, or 0.16%, to 34,987.75, the S&amp;P 500 lost 14.29 points, or 0.33%, to 4,360.01 and the Nasdaq Composite&nbsp;dropped 101.82 points, or 0.7%, to 14,543.13.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> dipped as much as 1.2% after it beat expectations for quarterly profit, getting a boost from record investment banking activity even as the trading bonanza that supported results in recent quarters slowed down.</p>\n<p>Second-quarter reporting season kicked off this week, with the four largest U.S. lenders - Wells Fargo &amp; Co , $Bank of America Corp(BAC-N)$ , $Citigroup Inc(C-N)$ and JPMorgan Chase &amp; Co - posting a combined $33 billion in profits, but also highlighting the industry's sensitivity to low interest rates.</p>\n<p>Blackstone said late on Wednesday it would pay $2.2 billion for 9.9% stake in American International Group's life and retirement business. AIG and Blackstone both rallied.</p>\n<p>Johnson &amp; Johnson dipped after it voluntarily recalled five aerosol sunscreen products in the United States after detecting a cancer-causing chemical in some samples.</p>\n<p>(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","AIG":"美国国际集团","TSLA":"特斯拉","SH":"标普500反向ETF","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","C":"花旗","QNETCN":"纳斯达克中美互联网老虎指数","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","QID":"纳指两倍做空ETF","OEF":"标普100指数ETF-iShares","BAC":"美国银行",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","DJX":"1/100道琼斯","JPM":"摩根大通","PSQ":"纳指反向ETF","NVDA":"英伟达","03086":"华夏纳指","QQQ":"纳指100ETF","DDM":"道指两倍做多ETF","JNJ":"强生","MS":"摩根士丹利","DXD":"道指两倍做空ETF","BX":"黑石","DOG":"道指反向ETF","09086":"华夏纳指-U","AMZN":"亚马逊","QLD":"纳指两倍做多ETF","AAPL":"苹果","SSO":"两倍做多标普500ETF","WFC":"富国银行","SDOW":"道指三倍做空ETF-ProShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151573133","content_text":"U.S. weekly jobless claims fall to 16-month low\nTech sector ends four-day winning streak\n\nJuly 15 (Reuters) - The Nasdaq ended lower on Thursday, pulled down by Apple, Amazon and other Big Tech companies as a fall in weekly jobless claims data fed investor concerns about a recent inflation spike.\nAmazon, Apple, Tesla and Facebookall fell. Nvidia tumbled around 4%.\nThe S&P 500 technology sector index ended a four-day winning streak. Earlier this week, investors' favor for heavyweight growth stocks pushed the S&P 500 and the Nasdaq to record highs.\nThe S&P 500 energy sector index fell more than 1% and tracked a drop in crude prices on expectations of more supply after a compromise agreement between leading OPEC producers.\nFresh data showed the number of Americans filing new claims for unemployment benefits fell last week to a 16-month low, while worker shortages and bottlenecks in the supply chain have frustrated efforts by businesses to ramp up production to meet strong demand for goods and services.\nFederal Reserve Chair Jerome Powell told lawmakers he anticipated the shortages and high inflation would abate. Yet many investors still worry that more sustained inflation could lead to a sooner-than-expected tightening of monetary policy.\n\"People are very nervous and concerned about inflation, tax rates and the (2022 midterm) election. Those three things are very much on people's minds,\" said 6 Meridian Chief Investment Officer Andrew Mies, describing recent phone calls with his firm's clients.\nUnofficially, the Dow Jones Industrial Average rose 54.52 points, or 0.16%, to 34,987.75, the S&P 500 lost 14.29 points, or 0.33%, to 4,360.01 and the Nasdaq Composite dropped 101.82 points, or 0.7%, to 14,543.13.\nMorgan Stanley dipped as much as 1.2% after it beat expectations for quarterly profit, getting a boost from record investment banking activity even as the trading bonanza that supported results in recent quarters slowed down.\nSecond-quarter reporting season kicked off this week, with the four largest U.S. lenders - Wells Fargo & Co , $Bank of America Corp(BAC-N)$ , $Citigroup Inc(C-N)$ and JPMorgan Chase & Co - posting a combined $33 billion in profits, but also highlighting the industry's sensitivity to low interest rates.\nBlackstone said late on Wednesday it would pay $2.2 billion for 9.9% stake in American International Group's life and retirement business. AIG and Blackstone both rallied.\nJohnson & Johnson dipped after it voluntarily recalled five aerosol sunscreen products in the United States after detecting a cancer-causing chemical in some samples.\n(Reporting by Noel Randewich; Additional reporting by Devik Jain and Shreyashi Sanyal in Bengaluru; Editing by Maju Samuel)","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905038112,"gmtCreate":1659764889238,"gmtModify":1703766411046,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905038112","repostId":"1193631683","repostType":4,"repost":{"id":"1193631683","pubTimestamp":1659844890,"share":"https://www.laohu8.com/m/news/1193631683?lang=&edition=full","pubTime":"2022-08-07 12:01","market":"other","language":"en","title":"SOXX Vs. QQQ: Time To Consider Heavier Bets On Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1193631683","media":"Seeking Alpha","summary":"SummaryMany investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to ga","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Many investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to gain exposure to the tech sector.</li><li>However, many investors are unaware that QQQ is not a pure-tech play, probably not even a primary tech play.</li><li>Stocks in information tech represents less than 50% of its asset, a minor majority.</li><li>This article, therefore, compares QQQ to other pure-tech ETFs such as the iShares Semiconductor ETF so investors have a broader range of options.</li><li>There are good reasons to consider betting heavier on tech now, given their valuation correction and quieter volatility.</li></ul><p><b>Thesis</b></p><p>Recent price corrections have brought tech valuations to a more reasonable range. The iShares Semiconductor ETF (NASDAQ:SOXX) has historically been traded at a premium relative to the overall market. For example, back in March 2022, SOXX was trading at a P/E of about 31.5x and SPDR S&amp;P 500 Trust ETF (SPY) at about 26.5x according to Yahoo Finance data. However, recent corrections have brought SOXX P/E to the current level of 15.45x, about a 17% discount from the S&amp;P 500’s 18.4x.</p><p>And you will see next that the discount from the NASDAQ 100 index, represented by the Invesco QQQ ETF (NASDAQ:QQQ), is even larger. To wit, SOXX suffered a total loss of 18.6% YTD and QQQ about 22% as you can see from the following chart. Combined with earnings changes, the valuation of SOXX now stands at 15.45x and QQQ at 22.01x, a discount of almost 30%.</p><p>Besides the valuation compression, the volatility has also become much quieter recently, adding another reason for considering a heavier bet on the tech sector. As you can see from the second chart below, the volatility index has subdued substantially YTD, decreasing from the 30+ level routinely seen at the earlier part of the year to the current level of 22.4x. To provide broader context, a volatility of 30 is at the top 93% percentile of historical volatility. While 22 is at about 71% percentile. The major reason for the quieter volatility is Fed’s recent rate movements and comments, which are consistent with market expectations and also provide clarity for the near term. And as detailed in our earlier article, when volatility is high, it’s a good idea to hunker down and vice versa.</p><p>Against this backdrop, we will look at the pros and cons of SOXX and QQQ more closely next.</p><p><img src=\"https://static.tigerbbs.com/3f72c63da0a7d8eedbc184b0660f4407\" tg-width=\"640\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><img src=\"https://static.tigerbbs.com/4b248f56895c6032b2da0df332ea2136\" tg-width=\"640\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p><b>SOXX vs QQQ: basic information</b></p><p>QQQ needs little introduction. It is one of the most popular funds tracking the Nasdaq-100 Index. However, as aforementioned, many investors are unaware that QQQ is not a pure-tech play because the NASDAQ 100 index tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. I will table this for now and come back to this point later.</p><p>SOXX, in contrast, is a pure tech play completely concentrated in the semiconductor sector. As detailed in the fund description:</p><blockquote>The iShares Semiconductor ETF seeks to track the investment results of an index composed of U.S.-listed equities in the semiconductor sector. It provides exposure to U.S. companies that design, manufacture, and distribute semiconductors and targeted access to domestic semiconductor stocks. It is used to express a sector view.</blockquote><p><img src=\"https://static.tigerbbs.com/e966fca4e88cd458f9c755dfd52b8913\" tg-width=\"640\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/></p><p>Source: ETF.com</p><p><b>SOXX vs QQQ: Past performance and risks</b></p><p>Both the SOXX and QQQ funds have delivered handsome returns in the past as you can see from the chart below. SOXX has delivered an annual return of 10.12% since its inception in 2022, and QQQ has delivered a slightly higher CAGR of 11.5%. Both outperformed the S&amp;P 500 by a good margin of about 2% to 3%.</p><p>When compounded over the past decade, such an alpha has accumulated into a sizable difference in total return. With dividends reinvested, SOXX has delivered a total return of 720% and QQQ more than 930%, far higher than the S&amp;P 500’s 525%.</p><p>Although the downside is their price volatilities. We’ve already seen a glimpse of their price volatility in the short term in the previous section already in the past year. As you can see in the long term, both SOXX and QQQ have suffered much larger volatility than the S&amp;P 500 too. And SOXX in particular has suffered by far the largest volatility. In terms of standard deviation, it&#39;s 27% is almost double that of the SP 500 (14%) and has also been higher than QQQ by about a whole 8%. In terms of worst-year performance, SOXX suffered a 51% loss (which will take more than a 100% rally to breakeven), which was 10% more than QQQ and 14% more than SP 500. And finally, in terms of maximum drawdown, SOXX’s 62% maximum drawdown (which takes a 163% rally to break even) is truly nerve-wracking. In contrast, both QQQ and SP 500 were in the 50% range.</p><p>And next, we will see that the root cause of the volatilities is in their fundamental indexing methods.</p><p><img src=\"https://static.tigerbbs.com/e3142137b9f8dc11b7c904ca806134bb\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer</p><p><b>SOXX vs QQQ: More concentrated bet on Tech</b></p><p>As aforementioned, QQQ tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. As you can see from the chart below, information technology represents 49.8% of QQQ’s total assets, followed by communication services at 17.7%, and consumer discretionary at 14.9%. Admittedly, some of the companies in communication services and consumer discretionary are also tech companies. Nonetheless, information technology only represents a minor majority of the farm. Note that QQQ also holds a good portion of consumer staples, healthcare, industrials, and utilities.</p><p><img src=\"https://static.tigerbbs.com/3925a655d51f43f4e802067912a50996\" tg-width=\"640\" tg-height=\"409\" referrerpolicy=\"no-referrer\"/></p><p>SOXX and QQ fund fact sheets</p><p>SOXX, in contrast, is a pure tech play. The fund is completely invested in the tech sector, especially the semiconductor sector. As you can see, it invests more than 79.1% of its total assets in semiconductor stocks and more than 20.6% in semiconductor equipment. Furthermore, its holdings are also more concentrated. SOXX holds a total of 32 stocks and QQQ about 100.</p><p>You can also see the concentration and composition more vividly by looking at their top ten holdings. One of their top 10 holdings overlaps: Nvidia (NVDA). But NVDA represents an 8.3% allocation in SOXX, in contrast to only 3.28% in QQQ. Also note that QQQ’s top holdings include stables like Costco (COST) and PepsiCo (PEP), while all SOXX holdings are semiconductor stocks.</p><p>To me, this is key for SOXX’s long-term performance. It places concentrated bet one of the most innovative sectors: information technologies. For this reason and the current valuation, I see favorable odds for SOXX to keep outperforming S&amp;P 500 in the long term. I also see good odds for it to outperform QQQ too, as to be detailed next.</p><p>But again, before we turn the page, investors need to be aware of the volatility risks and to pick the right fund for their timeframe and risk tolerance.</p><p><img src=\"https://static.tigerbbs.com/3996f0a253361b226144eebb3f7ed5d8\" tg-width=\"640\" tg-height=\"503\" referrerpolicy=\"no-referrer\"/></p><p>Source: ETF.com</p><p><b>SOXX vs QQQ: valuation comparison</b></p><p>As aforementioned, SOXX has historically been traded at a premium relative to both S&amp;P 500 and QQQ because of its growth potential. However, recent price corrections have brought its valuation to a discount. SOXX’s current P/E of 15.45x is ~17% discounted from the S&amp;P 500. And as the next table shows, the discount from QQQ is even larger.</p><p>The price-to-earnings ratio of SOXX is 15.4x only, below QQQ’s 22.0x by about a whopping 30%. Other metrics paint the same picture. The price-to-cash flow ratio of SOXX is 19.5x, below QQQ’s 22.8x by about 15%. And price-to-book value ratio of SOXX is 7.13x, below QQQ’s 8.93x by about 20%, despite SOXX’s higher ROE of 46% vs 40% of QQQ. Finally, do not be alarmed by SOXX’s higher price-to-sales ratio. Its price-to-sales ratio of 6.23x is higher than QQQ by about 35%, but its net margin is higher by 90%.</p><p><img src=\"https://static.tigerbbs.com/5b2dc581df59faffb1ea586d8ea07356\" tg-width=\"640\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p><b>Final thoughts and risks</b></p><p>There are good reasons to start considering the tech sector now. QQQ has never been a bad choice with its low fee, broad market representation, and excellent liquidity. However, more aggressive investors with a long timeframe might want to consider SOXX also given the valuation correction and the quieter volatility ahead. SOXX has historically enjoyed a valuation premium over the overall market. But its current is ~17% discounted from the S&amp;P 500 and about 30% from the QQQ.</p><p>Finally, risks. If you recall from an earlier chart, SOXX charges an expense ratio of 0.4%, and QQQ charges a lower expense ratio of 0.2% only. The extra fee will always create a drag on SOXX (0.2% per year). Also note that SOXX also has a much higher turnover ratio than QQQ (32% vs 8.9%), which might have tax implications for some accounts.</p><p><img src=\"https://static.tigerbbs.com/e1e89f6bda5e5bfc9689db56ec0569a2\" tg-width=\"640\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</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>SOXX Vs. QQQ: Time To Consider Heavier Bets On Tech</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\">\nSOXX Vs. QQQ: Time To Consider Heavier Bets On Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 12:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4530498-soxx-vs-qqq-time-to-consider-heavier-bets-on-tech?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMany investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to gain exposure to the tech sector.However, many investors are unaware that QQQ is not a pure-tech play,...</p>\n\n<a href=\"https://seekingalpha.com/article/4530498-soxx-vs-qqq-time-to-consider-heavier-bets-on-tech?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXX":"iShares费城交易所半导体ETF","QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4530498-soxx-vs-qqq-time-to-consider-heavier-bets-on-tech?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193631683","content_text":"SummaryMany investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to gain exposure to the tech sector.However, many investors are unaware that QQQ is not a pure-tech play, probably not even a primary tech play.Stocks in information tech represents less than 50% of its asset, a minor majority.This article, therefore, compares QQQ to other pure-tech ETFs such as the iShares Semiconductor ETF so investors have a broader range of options.There are good reasons to consider betting heavier on tech now, given their valuation correction and quieter volatility.ThesisRecent price corrections have brought tech valuations to a more reasonable range. The iShares Semiconductor ETF (NASDAQ:SOXX) has historically been traded at a premium relative to the overall market. For example, back in March 2022, SOXX was trading at a P/E of about 31.5x and SPDR S&P 500 Trust ETF (SPY) at about 26.5x according to Yahoo Finance data. However, recent corrections have brought SOXX P/E to the current level of 15.45x, about a 17% discount from the S&P 500’s 18.4x.And you will see next that the discount from the NASDAQ 100 index, represented by the Invesco QQQ ETF (NASDAQ:QQQ), is even larger. To wit, SOXX suffered a total loss of 18.6% YTD and QQQ about 22% as you can see from the following chart. Combined with earnings changes, the valuation of SOXX now stands at 15.45x and QQQ at 22.01x, a discount of almost 30%.Besides the valuation compression, the volatility has also become much quieter recently, adding another reason for considering a heavier bet on the tech sector. As you can see from the second chart below, the volatility index has subdued substantially YTD, decreasing from the 30+ level routinely seen at the earlier part of the year to the current level of 22.4x. To provide broader context, a volatility of 30 is at the top 93% percentile of historical volatility. While 22 is at about 71% percentile. The major reason for the quieter volatility is Fed’s recent rate movements and comments, which are consistent with market expectations and also provide clarity for the near term. And as detailed in our earlier article, when volatility is high, it’s a good idea to hunker down and vice versa.Against this backdrop, we will look at the pros and cons of SOXX and QQQ more closely next.Seeking AlphaYahoo FinanceSOXX vs QQQ: basic informationQQQ needs little introduction. It is one of the most popular funds tracking the Nasdaq-100 Index. However, as aforementioned, many investors are unaware that QQQ is not a pure-tech play because the NASDAQ 100 index tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. I will table this for now and come back to this point later.SOXX, in contrast, is a pure tech play completely concentrated in the semiconductor sector. As detailed in the fund description:The iShares Semiconductor ETF seeks to track the investment results of an index composed of U.S.-listed equities in the semiconductor sector. It provides exposure to U.S. companies that design, manufacture, and distribute semiconductors and targeted access to domestic semiconductor stocks. It is used to express a sector view.Source: ETF.comSOXX vs QQQ: Past performance and risksBoth the SOXX and QQQ funds have delivered handsome returns in the past as you can see from the chart below. SOXX has delivered an annual return of 10.12% since its inception in 2022, and QQQ has delivered a slightly higher CAGR of 11.5%. Both outperformed the S&P 500 by a good margin of about 2% to 3%.When compounded over the past decade, such an alpha has accumulated into a sizable difference in total return. With dividends reinvested, SOXX has delivered a total return of 720% and QQQ more than 930%, far higher than the S&P 500’s 525%.Although the downside is their price volatilities. We’ve already seen a glimpse of their price volatility in the short term in the previous section already in the past year. As you can see in the long term, both SOXX and QQQ have suffered much larger volatility than the S&P 500 too. And SOXX in particular has suffered by far the largest volatility. In terms of standard deviation, it's 27% is almost double that of the SP 500 (14%) and has also been higher than QQQ by about a whole 8%. In terms of worst-year performance, SOXX suffered a 51% loss (which will take more than a 100% rally to breakeven), which was 10% more than QQQ and 14% more than SP 500. And finally, in terms of maximum drawdown, SOXX’s 62% maximum drawdown (which takes a 163% rally to break even) is truly nerve-wracking. In contrast, both QQQ and SP 500 were in the 50% range.And next, we will see that the root cause of the volatilities is in their fundamental indexing methods.Portfolio VisualizerSOXX vs QQQ: More concentrated bet on TechAs aforementioned, QQQ tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. As you can see from the chart below, information technology represents 49.8% of QQQ’s total assets, followed by communication services at 17.7%, and consumer discretionary at 14.9%. Admittedly, some of the companies in communication services and consumer discretionary are also tech companies. Nonetheless, information technology only represents a minor majority of the farm. Note that QQQ also holds a good portion of consumer staples, healthcare, industrials, and utilities.SOXX and QQ fund fact sheetsSOXX, in contrast, is a pure tech play. The fund is completely invested in the tech sector, especially the semiconductor sector. As you can see, it invests more than 79.1% of its total assets in semiconductor stocks and more than 20.6% in semiconductor equipment. Furthermore, its holdings are also more concentrated. SOXX holds a total of 32 stocks and QQQ about 100.You can also see the concentration and composition more vividly by looking at their top ten holdings. One of their top 10 holdings overlaps: Nvidia (NVDA). But NVDA represents an 8.3% allocation in SOXX, in contrast to only 3.28% in QQQ. Also note that QQQ’s top holdings include stables like Costco (COST) and PepsiCo (PEP), while all SOXX holdings are semiconductor stocks.To me, this is key for SOXX’s long-term performance. It places concentrated bet one of the most innovative sectors: information technologies. For this reason and the current valuation, I see favorable odds for SOXX to keep outperforming S&P 500 in the long term. I also see good odds for it to outperform QQQ too, as to be detailed next.But again, before we turn the page, investors need to be aware of the volatility risks and to pick the right fund for their timeframe and risk tolerance.Source: ETF.comSOXX vs QQQ: valuation comparisonAs aforementioned, SOXX has historically been traded at a premium relative to both S&P 500 and QQQ because of its growth potential. However, recent price corrections have brought its valuation to a discount. SOXX’s current P/E of 15.45x is ~17% discounted from the S&P 500. And as the next table shows, the discount from QQQ is even larger.The price-to-earnings ratio of SOXX is 15.4x only, below QQQ’s 22.0x by about a whopping 30%. Other metrics paint the same picture. The price-to-cash flow ratio of SOXX is 19.5x, below QQQ’s 22.8x by about 15%. And price-to-book value ratio of SOXX is 7.13x, below QQQ’s 8.93x by about 20%, despite SOXX’s higher ROE of 46% vs 40% of QQQ. Finally, do not be alarmed by SOXX’s higher price-to-sales ratio. Its price-to-sales ratio of 6.23x is higher than QQQ by about 35%, but its net margin is higher by 90%.AuthorFinal thoughts and risksThere are good reasons to start considering the tech sector now. QQQ has never been a bad choice with its low fee, broad market representation, and excellent liquidity. However, more aggressive investors with a long timeframe might want to consider SOXX also given the valuation correction and the quieter volatility ahead. SOXX has historically enjoyed a valuation premium over the overall market. But its current is ~17% discounted from the S&P 500 and about 30% from the QQQ.Finally, risks. If you recall from an earlier chart, SOXX charges an expense ratio of 0.4%, and QQQ charges a lower expense ratio of 0.2% only. The extra fee will always create a drag on SOXX (0.2% per year). Also note that SOXX also has a much higher turnover ratio than QQQ (32% vs 8.9%), which might have tax implications for some accounts.Seeking Alpha","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891493233,"gmtCreate":1628407205622,"gmtModify":1703505976671,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/891493233","repostId":"1180529438","repostType":4,"repost":{"id":"1180529438","pubTimestamp":1628386129,"share":"https://www.laohu8.com/m/news/1180529438?lang=&edition=full","pubTime":"2021-08-08 09:28","market":"us","language":"en","title":"SEC Moves First DeFi Unregistered Securities Lawsuit","url":"https://stock-news.laohu8.com/highlight/detail?id=1180529438","media":"Benzinga","summary":"The United States Securities and Exchange Commission  sued the organization responsible for the development of a decentralized finance  protocol over activities involved with the project for the first time.What Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purported","content":"<p>The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project for the first time.</p>\n<p><b>What Happened:</b>&nbsp;According to a Friday SEC&nbsp;announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purportedly sold over $30 million worth of two types of tokens that the SEC deemed to be securities that should have been registered as such.</p>\n<p>The SEC notes that Blockchain Credit Partners&nbsp;founders Gregory Keough and Derek Acree will have to pay fines of $125,000 while the company itself also agreed to pay $12.8 million in disgorgement. The settlement does not indicate an admition or denial&nbsp;the accusations.</p>\n<p><b>New Game, Old Rules?</b></p>\n<p>SEC Enforcement Director Gurbir Grewal explained that \"full and honest disclosure remains the cornerstone of our securities laws — no matter what technologies are used to offer and sell those securities.\" This comment makes it very clear that slapping the DeFi label on a project and hoping to avoid regulation this way works no better than calling it a \"utility token\" prevented falling under the SEC's scrutiny during 2017's initial coin offering craze.</p>\n<p>The SEC is trying to send the clear rule that the new kind of financial organizations that operate on blockchains have to still play by the old rules that govern traditional finance. At the same time, market onlookers are not sure if the regulator is actually right.</p>\n<p>In a way, it is a tour de force where the regulator wins every time it has a way to take enforcement action, but these new organizations potentially have a very real way to make enforcement impossible — or at the very least impractical. The only protection against enforcement by the SEC and other regulators is decentralization and the only reason why the SEC was able to act in this case is that a centralized organization such as Blockchain Credit Partners exists.</p>\n<p><b>What's Next:</b>If no company exists and all that there is to a DeFi protocol is a set of smart contracts deployed on a blockchain by a group of anonymous developers scattered around the world there is very little that the SEC can do short of attacking the blockchain itself. This is where the decentralization of the underlying blockchain comes into play: will the regulators for instance be able to force&nbsp;<b>Ethereum's</b>&nbsp;(CRYPTO: ETH) core development team to write an update stopping such a project?</p>\n<p>If the regulators would actually be able to force the blockchain's developers to write such an update, would node operators and miners or stakers adopt this software or would they refuse to? Such situations will be the real test of the decentralization and reliability of any blockchain that many are waiting to happen. Regulators are seeing power slipping away&nbsp;between their fingers like sand, and they are going to try to grab it.</p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SEC Moves First DeFi Unregistered Securities Lawsuit</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\">\nSEC Moves First DeFi Unregistered Securities Lawsuit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-08 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180529438","content_text":"The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project for the first time.\nWhat Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purportedly sold over $30 million worth of two types of tokens that the SEC deemed to be securities that should have been registered as such.\nThe SEC notes that Blockchain Credit Partners founders Gregory Keough and Derek Acree will have to pay fines of $125,000 while the company itself also agreed to pay $12.8 million in disgorgement. The settlement does not indicate an admition or denial the accusations.\nNew Game, Old Rules?\nSEC Enforcement Director Gurbir Grewal explained that \"full and honest disclosure remains the cornerstone of our securities laws — no matter what technologies are used to offer and sell those securities.\" This comment makes it very clear that slapping the DeFi label on a project and hoping to avoid regulation this way works no better than calling it a \"utility token\" prevented falling under the SEC's scrutiny during 2017's initial coin offering craze.\nThe SEC is trying to send the clear rule that the new kind of financial organizations that operate on blockchains have to still play by the old rules that govern traditional finance. At the same time, market onlookers are not sure if the regulator is actually right.\nIn a way, it is a tour de force where the regulator wins every time it has a way to take enforcement action, but these new organizations potentially have a very real way to make enforcement impossible — or at the very least impractical. The only protection against enforcement by the SEC and other regulators is decentralization and the only reason why the SEC was able to act in this case is that a centralized organization such as Blockchain Credit Partners exists.\nWhat's Next:If no company exists and all that there is to a DeFi protocol is a set of smart contracts deployed on a blockchain by a group of anonymous developers scattered around the world there is very little that the SEC can do short of attacking the blockchain itself. This is where the decentralization of the underlying blockchain comes into play: will the regulators for instance be able to force Ethereum's (CRYPTO: ETH) core development team to write an update stopping such a project?\nIf the regulators would actually be able to force the blockchain's developers to write such an update, would node operators and miners or stakers adopt this software or would they refuse to? Such situations will be the real test of the decentralization and reliability of any blockchain that many are waiting to happen. Regulators are seeing power slipping away between their fingers like sand, and they are going to try to grab it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985105892,"gmtCreate":1667339745016,"gmtModify":1676537898860,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9985105892","repostId":"2280956963","repostType":4,"repost":{"id":"2280956963","pubTimestamp":1667316358,"share":"https://www.laohu8.com/m/news/2280956963?lang=&edition=full","pubTime":"2022-11-01 23:25","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Buys in November","url":"https://stock-news.laohu8.com/highlight/detail?id=2280956963","media":"Motley Fool","summary":"The Oracle of Omaha's investment portfolio has three surefire bargains hiding in plain sight.","content":"<html><head></head><body><p>The investing track record of <b>Berkshire Hathaway</b> (BRK.A) (BRK.B) CEO Warren Buffett suggests he might know a thing or two about the stock market and identifying value. Since taking the helm of Berkshire in 1965, he&#39;s created approximately $660 billion in value for shareholders (himself included) and has delivered a jaw-dropping 20.1% average annual return for his company&#39;s Class A shares (BRK.A).</p><p>Given how successful the Oracle of Omaha has been for more than a half-century, everyone from professional to everyday investors pays close attention to what he&#39;s buying and selling in Berkshire Hathaway&#39;s investment portfolio.</p><p>Buffett&#39;s portfolio is also a great place to start when you&#39;re looking for stock-buying ideas during a bear market pullback. Though Berkshire Hathaway holds around four dozen securities in its investment portfolio, three Warren Buffett stocks stand out as plain-as-day screaming buys in November.</p><h2><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a></h2><p>The first Warren Buffett stock just begging to be bought as we near the home stretch of 2022 is healthcare juggernaut <a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a>, or J&amp;J for short. Although J&amp;J is contending with poor investor sentiment, it&#39;s a company that continues to fire on all cylinders.</p><p>Healthcare stocks are one of the smartest places to put your money to work during a bear market. No matter how poorly the U.S. economy performs or how negative investor sentiment turns, we don&#39;t have the ability to control when we get sick or what ailment(s) we develop. There will always be demand for prescription drugs, medical devices, and healthcare services, which means J&amp;J is predominantly inflation-and-recession-proof.</p><p>Though a stronger U.S. dollar is hurting sales for multinational companies like Johnson &amp; Johnson, a deeper dive reveals that everything is fine from an operating standpoint. Excluding currency movements, pharmaceutical and medical technology (MedTech) segment sales are respectively higher by 10.2% and 6.6% through the first nine months of 2022.</p><p>One of the primary reasons J&amp;J has been able to deliver adjusted sales growth and earnings growth in the high single digits for such a long time is its diverse operating segments. For instance, the company has shifted its focus to higher-margin drug sales over the past decade. But since brand-name drugs have relatively short periods of sales exclusivity, the company can rely on its MedTech segment to pick up the slack when certain therapies are exposed to biosimilar or generic competition.</p><p>Another reason J&amp;J is such a rock-solid investment is its capital-return program and balance sheet. Johnson &amp; Johnson has raised its base annual dividend for 60 consecutive years, and is one of only two publicly traded companies that sports the highest credit rating (AAA) issued by Standard &amp; Poor&#39;s, a division of <b>S&amp;P Global</b>. J&amp;J&#39;s credit rating is higher than that of the U.S. federal government.</p><p>At a time when investors are looking for safety and value, Johnson &amp; Johnson&#39;s sub-17 forward price-to-earnings ratio and 2.6% dividend yield stand out like a beacon.</p><h2><a href=\"https://laohu8.com/S/USB\">U.S. Bancorp</a></h2><p>A second Warren Buffett stock that&#39;s a screaming buy in November is <b>U.S. Bancorp</b> (USB), the parent company of U.S. Bank. Despite recessionary fears weighing on cyclical sectors, such as financials, U.S. Bancorp is one of a handful of financial stocks positioned to thrive, even in a challenging economic environment.</p><p>One of the biggest tailwinds for bank stocks at the moment is Federal Reserve monetary policy. Normally, a weaker economy and/or plunging stock market would encourage the nation&#39;s central bank to ease interest rates or offer some form of quantitative easing measures. But with inflation hitting four-decade highs in June, the Fed has had no choice but to aggressively raise rates into a bear market.</p><p>Banks with outstanding variable-rate loans are benefiting via widening net interest margin and higher net interest income. In U.S. Bancorp&#39;s case, its net interest income jumped nearly 21% year over year in the August-ended quarter.</p><p>Another important factor working in U.S. Bancorp&#39;s favor is the fiscal prudence of its management team. During the financial crisis between 2007 and 2009, most money-center banks were clobbered by riskier derivative investments they&#39;d made that ultimately backfired.</p><p>U.S. Bancorp largely avoided this mess thanks to its focus on what I call the bread and butter of banking: growing loans and deposits. While growing loans and deposits isn&#39;t necessarily an exciting operating model, it&#39;s a profitable one for U.S. Bancorp that&#39;s led to superior return on assets when compared to other big banks.</p><p>U.S. Bancorp is also setting the standard when it comes to digital engagement. By the end of August, 82% of the company&#39;s total active customers were banking online or via mobile app. Equally important, 62% of loan sales were completed digitally. For banks, digital sales cost a fraction of what in-person or phone-based interactions run. This sizable digital presence has allowed the company to consolidate some of its branches and minimize increases in noninterest expenses.</p><p>Investors have an opportunity to buy one of the best-run banks on the planet for less than 9 times forward earnings, and they&#39;ll receive a 4.5% annual dividend yield for their patience. That&#39;s a steal of a deal.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>The third Warren Buffett stock that&#39;s a screaming buy in November is FAANG stock <b>Amazon</b> (AMZN). Although the company&#39;s third-quarter operating results signaled some near-term struggles, Wall Street and investors seem to be overlooking the key performance indicators that matter most.</p><p>For most investors and consumers, Amazon&#39;s dominant online marketplace is what comes to mind when the &#34;Amazon&#34; name is brought up. This year, Amazon should account for more U.S. online retail sales revenue than its next 14-closest competitors, <i>combined</i>. However, retail demand is slowing as high inflation bites into the pocketbooks of low-earning workers, which is why the company&#39;s fourth-quarter sales forecast badly missed the mark.</p><p>But even though Amazon&#39;s online marketplace is its top revenue producer, it&#39;s not a particularly important segment when it comes to operating cash flow. Online retail sales margins are usually very low. Rather, it&#39;s the company&#39;s higher-margin trio of Amazon Web Services (AWS), advertising services, and subscription services that are key to operating cash flow growth.</p><p>Cloud infrastructure segment AWS commands nearly a third of global cloud-service spending, according to Canalys. Cloud growth is still in its early stages, and the high margins associated with the cloud lead to significant operating income for Amazon. Through the first nine months of 2022, AWS has accounted for 16% of the company&#39;s net sales, as well as all of its operating income (since the retail segments have produced operating losses).</p><p>Likewise, subscription services (e.g., Prime) and advertising services are growing by double-digit percentages. Excluding currency movements, subscription service and advertising service sales grew by 14% and 30%, respectively, in the recently ended quarter. The segments that really matter to Amazon&#39;s cash flow are doing just fine.</p><p>That brings me to the final point: Amazon&#39;s cash flow. Though earnings per share is a common tool used by investors to value publicly traded companies, it works poorly with Amazon, given that the company reinvests most of its operating cash flow back into the business. During the 2010s, investors willingly paid a median end-year multiple of 30 times cash flow to own Amazon stock. You can buy shares today for about 9 times Wall Street&#39;s forecast cash flow for the company in 2025. That&#39;s incredibly cheap for a winner like Amazon.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks That Are Screaming Buys in 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\">\n3 Warren Buffett Stocks That Are Screaming Buys in November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/01/3-warren-buffett-stocks-screaming-buys-in-november/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The investing track record of Berkshire Hathaway (BRK.A) (BRK.B) CEO Warren Buffett suggests he might know a thing or two about the stock market and identifying value. Since taking the helm of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/01/3-warren-buffett-stocks-screaming-buys-in-november/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","JNJ":"强生","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/11/01/3-warren-buffett-stocks-screaming-buys-in-november/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280956963","content_text":"The investing track record of Berkshire Hathaway (BRK.A) (BRK.B) CEO Warren Buffett suggests he might know a thing or two about the stock market and identifying value. Since taking the helm of Berkshire in 1965, he's created approximately $660 billion in value for shareholders (himself included) and has delivered a jaw-dropping 20.1% average annual return for his company's Class A shares (BRK.A).Given how successful the Oracle of Omaha has been for more than a half-century, everyone from professional to everyday investors pays close attention to what he's buying and selling in Berkshire Hathaway's investment portfolio.Buffett's portfolio is also a great place to start when you're looking for stock-buying ideas during a bear market pullback. Though Berkshire Hathaway holds around four dozen securities in its investment portfolio, three Warren Buffett stocks stand out as plain-as-day screaming buys in November.Johnson & JohnsonThe first Warren Buffett stock just begging to be bought as we near the home stretch of 2022 is healthcare juggernaut Johnson & Johnson, or J&J for short. Although J&J is contending with poor investor sentiment, it's a company that continues to fire on all cylinders.Healthcare stocks are one of the smartest places to put your money to work during a bear market. No matter how poorly the U.S. economy performs or how negative investor sentiment turns, we don't have the ability to control when we get sick or what ailment(s) we develop. There will always be demand for prescription drugs, medical devices, and healthcare services, which means J&J is predominantly inflation-and-recession-proof.Though a stronger U.S. dollar is hurting sales for multinational companies like Johnson & Johnson, a deeper dive reveals that everything is fine from an operating standpoint. Excluding currency movements, pharmaceutical and medical technology (MedTech) segment sales are respectively higher by 10.2% and 6.6% through the first nine months of 2022.One of the primary reasons J&J has been able to deliver adjusted sales growth and earnings growth in the high single digits for such a long time is its diverse operating segments. For instance, the company has shifted its focus to higher-margin drug sales over the past decade. But since brand-name drugs have relatively short periods of sales exclusivity, the company can rely on its MedTech segment to pick up the slack when certain therapies are exposed to biosimilar or generic competition.Another reason J&J is such a rock-solid investment is its capital-return program and balance sheet. Johnson & Johnson has raised its base annual dividend for 60 consecutive years, and is one of only two publicly traded companies that sports the highest credit rating (AAA) issued by Standard & Poor's, a division of S&P Global. J&J's credit rating is higher than that of the U.S. federal government.At a time when investors are looking for safety and value, Johnson & Johnson's sub-17 forward price-to-earnings ratio and 2.6% dividend yield stand out like a beacon.U.S. BancorpA second Warren Buffett stock that's a screaming buy in November is U.S. Bancorp (USB), the parent company of U.S. Bank. Despite recessionary fears weighing on cyclical sectors, such as financials, U.S. Bancorp is one of a handful of financial stocks positioned to thrive, even in a challenging economic environment.One of the biggest tailwinds for bank stocks at the moment is Federal Reserve monetary policy. Normally, a weaker economy and/or plunging stock market would encourage the nation's central bank to ease interest rates or offer some form of quantitative easing measures. But with inflation hitting four-decade highs in June, the Fed has had no choice but to aggressively raise rates into a bear market.Banks with outstanding variable-rate loans are benefiting via widening net interest margin and higher net interest income. In U.S. Bancorp's case, its net interest income jumped nearly 21% year over year in the August-ended quarter.Another important factor working in U.S. Bancorp's favor is the fiscal prudence of its management team. During the financial crisis between 2007 and 2009, most money-center banks were clobbered by riskier derivative investments they'd made that ultimately backfired.U.S. Bancorp largely avoided this mess thanks to its focus on what I call the bread and butter of banking: growing loans and deposits. While growing loans and deposits isn't necessarily an exciting operating model, it's a profitable one for U.S. Bancorp that's led to superior return on assets when compared to other big banks.U.S. Bancorp is also setting the standard when it comes to digital engagement. By the end of August, 82% of the company's total active customers were banking online or via mobile app. Equally important, 62% of loan sales were completed digitally. For banks, digital sales cost a fraction of what in-person or phone-based interactions run. This sizable digital presence has allowed the company to consolidate some of its branches and minimize increases in noninterest expenses.Investors have an opportunity to buy one of the best-run banks on the planet for less than 9 times forward earnings, and they'll receive a 4.5% annual dividend yield for their patience. That's a steal of a deal.AmazonThe third Warren Buffett stock that's a screaming buy in November is FAANG stock Amazon (AMZN). Although the company's third-quarter operating results signaled some near-term struggles, Wall Street and investors seem to be overlooking the key performance indicators that matter most.For most investors and consumers, Amazon's dominant online marketplace is what comes to mind when the \"Amazon\" name is brought up. This year, Amazon should account for more U.S. online retail sales revenue than its next 14-closest competitors, combined. However, retail demand is slowing as high inflation bites into the pocketbooks of low-earning workers, which is why the company's fourth-quarter sales forecast badly missed the mark.But even though Amazon's online marketplace is its top revenue producer, it's not a particularly important segment when it comes to operating cash flow. Online retail sales margins are usually very low. Rather, it's the company's higher-margin trio of Amazon Web Services (AWS), advertising services, and subscription services that are key to operating cash flow growth.Cloud infrastructure segment AWS commands nearly a third of global cloud-service spending, according to Canalys. Cloud growth is still in its early stages, and the high margins associated with the cloud lead to significant operating income for Amazon. Through the first nine months of 2022, AWS has accounted for 16% of the company's net sales, as well as all of its operating income (since the retail segments have produced operating losses).Likewise, subscription services (e.g., Prime) and advertising services are growing by double-digit percentages. Excluding currency movements, subscription service and advertising service sales grew by 14% and 30%, respectively, in the recently ended quarter. The segments that really matter to Amazon's cash flow are doing just fine.That brings me to the final point: Amazon's cash flow. Though earnings per share is a common tool used by investors to value publicly traded companies, it works poorly with Amazon, given that the company reinvests most of its operating cash flow back into the business. During the 2010s, investors willingly paid a median end-year multiple of 30 times cash flow to own Amazon stock. You can buy shares today for about 9 times Wall Street's forecast cash flow for the company in 2025. That's incredibly cheap for a winner like Amazon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988407567,"gmtCreate":1666801959359,"gmtModify":1676537808683,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9988407567","repostId":"1193475880","repostType":4,"repost":{"id":"1193475880","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1666798929,"share":"https://www.laohu8.com/m/news/1193475880?lang=&edition=full","pubTime":"2022-10-26 23:42","market":"us","language":"en","title":"Intel Unit Mobileye Spikes 28% on Its First Day of Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1193475880","media":"Tiger Newspress","summary":"Intel unit Mobileye spikes 28% on its first day of trading.Mobileye Global Inc, the self-driving uni","content":"<html><head></head><body><p>Intel unit Mobileye spikes 28% on its first day of trading.</p><p><img src=\"https://static.tigerbbs.com/f7dfbdee86f5010b6590114354a65096\" tg-width=\"1832\" tg-height=\"896\" referrerpolicy=\"no-referrer\"/></p><p>Mobileye Global Inc, the self-driving unit of chip maker Intel Corp(INTC.O), raised $861 million in an initial public offering (IPO), braving the trading volatility that has thwarted stock-market hopefuls, the company said on Tuesday.</p><p>Mobileye said in a press release it has priced 41 million shares at $21 per share. The company had previously guided the IPO could be priced at between $18 and $20 per share.</p><p>The IPO values Mobileye at $16.7 billion, a far cry from the $50 billion valuation that Intel was initially hoping to achieve.</p><p>Mobileye is selling only a 5% stake in itself, less than the typical 10% to 20% stake for most IPOs. This limits the financial hit it will take as a result of its lower valuation.</p><p>Intel Chief Executive Officer Pat Gelsinger has defended Mobileye&#39;s decision to push ahead with an IPO, saying the listing was a way to &#34;move (Mobileye) into the market&#34;.</p><p>Intel will retain a large stake, including all the Class B shares Mobileye plans to issue, according to a filing with the U.S. Securities and Exchange Commission. Each Class B share will have voting rights equivalent to 10 Class A shares.</p><p>Mobileye reported $854 million in revenue for the first six months of the fiscal year, up 21% from same period last year. The company posted a net loss of $67 million.</p><p>Mobileye first went public in 2014 at a roughly $5 billion valuation, before Intel acquired it for $15.3 billion in 2017.</p><p>Mobileye&#39;s shares are scheduled to start trading on Wednesday on the Nasdaq under the symbol &#34;MBLY&#34;.</p><p>Goldman Sachs Group Inc and Morgan Stanley are the lead underwriters for the offering.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Unit Mobileye Spikes 28% on Its First Day of Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Unit Mobileye Spikes 28% on Its First Day of Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-26 23:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Intel unit Mobileye spikes 28% on its first day of trading.</p><p><img src=\"https://static.tigerbbs.com/f7dfbdee86f5010b6590114354a65096\" tg-width=\"1832\" tg-height=\"896\" referrerpolicy=\"no-referrer\"/></p><p>Mobileye Global Inc, the self-driving unit of chip maker Intel Corp(INTC.O), raised $861 million in an initial public offering (IPO), braving the trading volatility that has thwarted stock-market hopefuls, the company said on Tuesday.</p><p>Mobileye said in a press release it has priced 41 million shares at $21 per share. The company had previously guided the IPO could be priced at between $18 and $20 per share.</p><p>The IPO values Mobileye at $16.7 billion, a far cry from the $50 billion valuation that Intel was initially hoping to achieve.</p><p>Mobileye is selling only a 5% stake in itself, less than the typical 10% to 20% stake for most IPOs. This limits the financial hit it will take as a result of its lower valuation.</p><p>Intel Chief Executive Officer Pat Gelsinger has defended Mobileye&#39;s decision to push ahead with an IPO, saying the listing was a way to &#34;move (Mobileye) into the market&#34;.</p><p>Intel will retain a large stake, including all the Class B shares Mobileye plans to issue, according to a filing with the U.S. Securities and Exchange Commission. Each Class B share will have voting rights equivalent to 10 Class A shares.</p><p>Mobileye reported $854 million in revenue for the first six months of the fiscal year, up 21% from same period last year. The company posted a net loss of $67 million.</p><p>Mobileye first went public in 2014 at a roughly $5 billion valuation, before Intel acquired it for $15.3 billion in 2017.</p><p>Mobileye&#39;s shares are scheduled to start trading on Wednesday on the Nasdaq under the symbol &#34;MBLY&#34;.</p><p>Goldman Sachs Group Inc and Morgan Stanley are the lead underwriters for the offering.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MBLY":"Mobileye Global Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193475880","content_text":"Intel unit Mobileye spikes 28% on its first day of trading.Mobileye Global Inc, the self-driving unit of chip maker Intel Corp(INTC.O), raised $861 million in an initial public offering (IPO), braving the trading volatility that has thwarted stock-market hopefuls, the company said on Tuesday.Mobileye said in a press release it has priced 41 million shares at $21 per share. The company had previously guided the IPO could be priced at between $18 and $20 per share.The IPO values Mobileye at $16.7 billion, a far cry from the $50 billion valuation that Intel was initially hoping to achieve.Mobileye is selling only a 5% stake in itself, less than the typical 10% to 20% stake for most IPOs. This limits the financial hit it will take as a result of its lower valuation.Intel Chief Executive Officer Pat Gelsinger has defended Mobileye's decision to push ahead with an IPO, saying the listing was a way to \"move (Mobileye) into the market\".Intel will retain a large stake, including all the Class B shares Mobileye plans to issue, according to a filing with the U.S. Securities and Exchange Commission. Each Class B share will have voting rights equivalent to 10 Class A shares.Mobileye reported $854 million in revenue for the first six months of the fiscal year, up 21% from same period last year. The company posted a net loss of $67 million.Mobileye first went public in 2014 at a roughly $5 billion valuation, before Intel acquired it for $15.3 billion in 2017.Mobileye's shares are scheduled to start trading on Wednesday on the Nasdaq under the symbol \"MBLY\".Goldman Sachs Group Inc and Morgan Stanley are the lead underwriters for the offering.","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912789165,"gmtCreate":1664900504257,"gmtModify":1676537526049,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9912789165","repostId":"1125912452","repostType":2,"repost":{"id":"1125912452","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664896308,"share":"https://www.laohu8.com/m/news/1125912452?lang=&edition=full","pubTime":"2022-10-04 23:11","market":"us","language":"en","title":"U.S. Stocks Became Crazy in Morning Trading; Nasdaq Soared Over 3% While S&P 500 and Dow Jones Jumped Over 2.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1125912452","media":"Tiger Newspress","summary":"U.S. stocks became crazy in morning trading; Nasdaq soared 3.26%, S&P 500 jumped 2.82% while Dow Jon","content":"<html><head></head><body><p>U.S. stocks became crazy in morning trading; Nasdaq soared 3.26%, S&amp;P 500 jumped 2.82% while Dow Jones rose 2.51%.</p><p><img src=\"https://static.tigerbbs.com/e46c2094d586e4f522859f19dd77410d\" tg-width=\"624\" tg-height=\"117\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Became Crazy in Morning Trading; Nasdaq Soared Over 3% While S&P 500 and Dow Jones Jumped Over 2.5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Became Crazy in Morning Trading; Nasdaq Soared Over 3% While S&P 500 and Dow Jones Jumped Over 2.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-04 23:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks became crazy in morning trading; Nasdaq soared 3.26%, S&amp;P 500 jumped 2.82% while Dow Jones rose 2.51%.</p><p><img src=\"https://static.tigerbbs.com/e46c2094d586e4f522859f19dd77410d\" tg-width=\"624\" tg-height=\"117\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125912452","content_text":"U.S. stocks became crazy in morning trading; Nasdaq soared 3.26%, S&P 500 jumped 2.82% while Dow Jones rose 2.51%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916034873,"gmtCreate":1664485070292,"gmtModify":1676537462014,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9916034873","repostId":"2271771303","repostType":4,"repost":{"id":"2271771303","pubTimestamp":1664466073,"share":"https://www.laohu8.com/m/news/2271771303?lang=&edition=full","pubTime":"2022-09-29 23:41","market":"us","language":"en","title":"Less Growth Seen for 2023 U.S. Ad Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2271771303","media":"The Wall Street Journal","summary":"Magna, a media investment firm that conducts industry research, reduced its U.S. advertising growth ","content":"<html><head></head><body><p>Magna, a media investment firm that conducts industry research, reduced its U.S. advertising growth forecast for 2023, saying a weaker economic environment is likely to cut into spending.</p><p>The firm, a unit of Interpublic Group of Cos.&#39; Mediabrands, cut its growth forecast for next year to 4.8% from an earlier prediction of 5.8% in June.</p><p>Despite the less optimistic outlook, certain factors will still underpin advertising growth, according to Vincent Létang, executive vice president of global market intelligence at Magna and author of the company&#39;s reports on ad spending. Among those factors are growing retail media networks bringing marketing budgets into digital advertising, programmatic spending in digital audio and digital out-of-home formats, and new ad-supported tiers from streaming services such as <a href=\"https://laohu8.com/S/DIS\">Disney</a>+ and <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, Mr. Létang said in the report.</p><p>Magna also cut its expectations on nonpolitical ad spending for the second half of this year. The firm said it saw stronger ad sales in the first half than it had estimated in June as well as stronger-than-expected political spending. But it added that the uncertain economy would lead some sectors to spend less than they might have in the second half.</p><p>Ad growth for all of 2022 will come in at 9.8%, Magna said, less than the 11.1% forecast in June.</p><p>Excluding cyclical political and international sports events, ad spending this year will grow 8.1%, Magna anticipated, down from the 9.5% increase it predicted in June.</p><p>&#34;Economic uncertainty and rising inflation are affecting several industries and driving brands and local businesses to moderate their marketing expenses in the second half,&#34; Magna said.</p><p>Items like food, drinks, personal care and household goods &#34;are especially at risk as they are forced to increase product prices and face the possibility of consumers trading down in favor of cheaper brands. Restaurants and retail face a similar business challenge while some industries, like mortgage lenders, see their businesses suffer from the rise of interest rates,&#34; Magna said.</p><p>Media owners&#39; U.S. ad revenue will cross the $300 billion mark this year for the first time, reaching an expected $323 billion, Magna forecast.</p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Less Growth Seen for 2023 U.S. Ad Spending</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\">\nLess Growth Seen for 2023 U.S. Ad Spending\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-29 23:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/less-growth-seen-for-2023-u-s-ad-spending-11664456402?mod=business_minor_pos7><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Magna, a media investment firm that conducts industry research, reduced its U.S. advertising growth forecast for 2023, saying a weaker economic environment is likely to cut into spending.The firm, a ...</p>\n\n<a href=\"https://www.wsj.com/articles/less-growth-seen-for-2023-u-s-ad-spending-11664456402?mod=business_minor_pos7\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","DIS":"迪士尼"},"source_url":"https://www.wsj.com/articles/less-growth-seen-for-2023-u-s-ad-spending-11664456402?mod=business_minor_pos7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2271771303","content_text":"Magna, a media investment firm that conducts industry research, reduced its U.S. advertising growth forecast for 2023, saying a weaker economic environment is likely to cut into spending.The firm, a unit of Interpublic Group of Cos.' Mediabrands, cut its growth forecast for next year to 4.8% from an earlier prediction of 5.8% in June.Despite the less optimistic outlook, certain factors will still underpin advertising growth, according to Vincent Létang, executive vice president of global market intelligence at Magna and author of the company's reports on ad spending. Among those factors are growing retail media networks bringing marketing budgets into digital advertising, programmatic spending in digital audio and digital out-of-home formats, and new ad-supported tiers from streaming services such as Disney+ and Netflix, Mr. Létang said in the report.Magna also cut its expectations on nonpolitical ad spending for the second half of this year. The firm said it saw stronger ad sales in the first half than it had estimated in June as well as stronger-than-expected political spending. But it added that the uncertain economy would lead some sectors to spend less than they might have in the second half.Ad growth for all of 2022 will come in at 9.8%, Magna said, less than the 11.1% forecast in June.Excluding cyclical political and international sports events, ad spending this year will grow 8.1%, Magna anticipated, down from the 9.5% increase it predicted in June.\"Economic uncertainty and rising inflation are affecting several industries and driving brands and local businesses to moderate their marketing expenses in the second half,\" Magna said.Items like food, drinks, personal care and household goods \"are especially at risk as they are forced to increase product prices and face the possibility of consumers trading down in favor of cheaper brands. Restaurants and retail face a similar business challenge while some industries, like mortgage lenders, see their businesses suffer from the rise of interest rates,\" Magna said.Media owners' U.S. ad revenue will cross the $300 billion mark this year for the first time, reaching an expected $323 billion, Magna forecast.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911909918,"gmtCreate":1664102341134,"gmtModify":1676537390898,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9911909918","repostId":"2270440281","repostType":4,"repost":{"id":"2270440281","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1664094564,"share":"https://www.laohu8.com/m/news/2270440281?lang=&edition=full","pubTime":"2022-09-25 16:29","market":"us","language":"en","title":"After Feverish Week, Global Investors Lick Wounds and Brace for More Chaos","url":"https://stock-news.laohu8.com/highlight/detail?id=2270440281","media":"Reuters","summary":"(Reuters) - Global investors are preparing for more market mayhem after a monumental week that whipsawed asset prices around the world, as central banks and governments ramped up their fight against i","content":"<html><head></head><body><p>(Reuters) - Global investors are preparing for more market mayhem after a monumental week that whipsawed asset prices around the world, as central banks and governments ramped up their fight against inflation.</p><p>Signs of extraordinary times were everywhere. The Federal Reserve delivered its third straight seventy-five basis point rate hike while Japan intervened to shore up the yen for the first time since 1998. The British pound slid to a fresh 37-year trough against the dollar after the country&#39;s new finance minister unleashed historic tax cuts and huge increases in borrowing.</p><p>&#34;It&#39;s hard to know what will break where, and when,&#34; said Mike Kelly, head of multi-asset at PineBridge Investments (US). &#34;Before, the thinking had been that a recession would be short and shallow. Now we&#39;re throwing that away and thinking about the unintended consequences of much tighter monetary policy.&#34;</p><p>Stocks plunged everywhere. The Dow Jones Industrial Average nearly joined the S&amp;P 500 and Nasdaq in a bear market while bonds tumbled to their lowest level in years as investors recalibrated their portfolios to a world of persistent inflation and rising interest rates.</p><p>Towering above it all was the U.S. dollar, which has rocketed to its highest level in 20 years against a basket of currencies, lifted in part by investors seeking shelter from the wild swings in markets.</p><p>&#34;Currency exchange rates ... are now violent in their moves,&#34; said David Kotok, chairman and chief investment officer at Cumberland Advisors. &#34;When governments and central banks are in the business of setting the interest rates they are shifting the volatility to the currency markets.&#34;</p><p>For now, the selloffs across asset classes have drawn few bargain hunters. In fact, many believe things are bound to get worse as tighter monetary policy across the globe raises the risks of a worldwide recession.</p><p>&#34;We remain cautious,&#34; said Russ Koesterich, who oversees the Global Allocation Fund for Blackrock, the world&#39;s largest asset manager, noting his allocation to equities is &#34;well below benchmark&#34; and he is also cautious on bonds.</p><p>&#34;I think there&#39;s a lot of uncertainty on how quickly inflation will come down, there&#39;s a lot of uncertainty about whether or not the Fed will go through with as an aggressive tightening campaign as they signaled this week.&#34;</p><p>Kotok said he is positioned conservatively with high cash levels. &#34;I&#39;d like to see enough of a selloff to make entry attractive in the U.S. stockmarket,&#34; Kotok said.</p><p>The fallout from the hectic week exacerbated trends for stocks and bonds that have been in place all year, pushing down prices for both asset classes. But the murky outlook meant that they were still not cheap enough for some investors.</p><p>&#34;We think the time to go long in equities is still ahead of us until we see signs that the market has bottomed,&#34; said Jake Jolly, senior investment strategist at BNY Mellon, who has been increasing his allocation to short duration sovereign bonds.</p><p>&#34;The market is getting closer and closer to pricing in this recession that is widely expected but it is not yet fully priced in.&#34;</p><p>Rough week in global equities https://graphics.reuters.com/USA-STOCKS/GLOBAL/dwvkrxoxapm/chart.png</p><p>Goldman Sachs strategists on Friday lowered their year-end target for the benchmark U.S. stock index, the S&amp;P 500, to 3,600 from 4,300. The index was last at 3,693.23.</p><p>Bond yields, which move inversely to prices, surged across the world. Yields on the benchmark U.S. 10-year Treasury hit their highest level in more than 12 years, while Germany&#39;s two-year bond yield rose above 2% for the first time since late 2008. In the UK, five year gilts leapt 50 bps -- their biggest one-day jump since at least late 1991, according to Refinitiv data.</p><p>&#34;At some point, the fears will shift from inflation to growth,&#34; said Matthew Nest, global head of active fixed income at State Street Global Advisors, who thinks bond yields have moved so high they are starting to look &#34;pretty attractive.&#34;</p><p>Investors fear things will get worse before they get better.</p><p>&#34;The question is now not whether we are going into a recession, it is how deep will the recession be, and might we have some form of financial crisis and major global liquidity shock,&#34; said Mike Riddell, a senior fixed income portfolio manager at Allianz Global Investors in London.</p><p>Because monetary policy tends to work with a lag, Riddell estimates the renewed hawkishness from central banks means the global economy will be even weaker by the middle of next year.</p><p>&#34;We are of the view that markets are still massively underestimating the global economic growth hit that is coming,&#34; he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After Feverish Week, Global Investors Lick Wounds and Brace for More Chaos</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter Feverish Week, Global Investors Lick Wounds and Brace for More Chaos\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-25 16:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Global investors are preparing for more market mayhem after a monumental week that whipsawed asset prices around the world, as central banks and governments ramped up their fight against inflation.</p><p>Signs of extraordinary times were everywhere. The Federal Reserve delivered its third straight seventy-five basis point rate hike while Japan intervened to shore up the yen for the first time since 1998. The British pound slid to a fresh 37-year trough against the dollar after the country&#39;s new finance minister unleashed historic tax cuts and huge increases in borrowing.</p><p>&#34;It&#39;s hard to know what will break where, and when,&#34; said Mike Kelly, head of multi-asset at PineBridge Investments (US). &#34;Before, the thinking had been that a recession would be short and shallow. Now we&#39;re throwing that away and thinking about the unintended consequences of much tighter monetary policy.&#34;</p><p>Stocks plunged everywhere. The Dow Jones Industrial Average nearly joined the S&amp;P 500 and Nasdaq in a bear market while bonds tumbled to their lowest level in years as investors recalibrated their portfolios to a world of persistent inflation and rising interest rates.</p><p>Towering above it all was the U.S. dollar, which has rocketed to its highest level in 20 years against a basket of currencies, lifted in part by investors seeking shelter from the wild swings in markets.</p><p>&#34;Currency exchange rates ... are now violent in their moves,&#34; said David Kotok, chairman and chief investment officer at Cumberland Advisors. &#34;When governments and central banks are in the business of setting the interest rates they are shifting the volatility to the currency markets.&#34;</p><p>For now, the selloffs across asset classes have drawn few bargain hunters. In fact, many believe things are bound to get worse as tighter monetary policy across the globe raises the risks of a worldwide recession.</p><p>&#34;We remain cautious,&#34; said Russ Koesterich, who oversees the Global Allocation Fund for Blackrock, the world&#39;s largest asset manager, noting his allocation to equities is &#34;well below benchmark&#34; and he is also cautious on bonds.</p><p>&#34;I think there&#39;s a lot of uncertainty on how quickly inflation will come down, there&#39;s a lot of uncertainty about whether or not the Fed will go through with as an aggressive tightening campaign as they signaled this week.&#34;</p><p>Kotok said he is positioned conservatively with high cash levels. &#34;I&#39;d like to see enough of a selloff to make entry attractive in the U.S. stockmarket,&#34; Kotok said.</p><p>The fallout from the hectic week exacerbated trends for stocks and bonds that have been in place all year, pushing down prices for both asset classes. But the murky outlook meant that they were still not cheap enough for some investors.</p><p>&#34;We think the time to go long in equities is still ahead of us until we see signs that the market has bottomed,&#34; said Jake Jolly, senior investment strategist at BNY Mellon, who has been increasing his allocation to short duration sovereign bonds.</p><p>&#34;The market is getting closer and closer to pricing in this recession that is widely expected but it is not yet fully priced in.&#34;</p><p>Rough week in global equities https://graphics.reuters.com/USA-STOCKS/GLOBAL/dwvkrxoxapm/chart.png</p><p>Goldman Sachs strategists on Friday lowered their year-end target for the benchmark U.S. stock index, the S&amp;P 500, to 3,600 from 4,300. The index was last at 3,693.23.</p><p>Bond yields, which move inversely to prices, surged across the world. Yields on the benchmark U.S. 10-year Treasury hit their highest level in more than 12 years, while Germany&#39;s two-year bond yield rose above 2% for the first time since late 2008. In the UK, five year gilts leapt 50 bps -- their biggest one-day jump since at least late 1991, according to Refinitiv data.</p><p>&#34;At some point, the fears will shift from inflation to growth,&#34; said Matthew Nest, global head of active fixed income at State Street Global Advisors, who thinks bond yields have moved so high they are starting to look &#34;pretty attractive.&#34;</p><p>Investors fear things will get worse before they get better.</p><p>&#34;The question is now not whether we are going into a recession, it is how deep will the recession be, and might we have some form of financial crisis and major global liquidity shock,&#34; said Mike Riddell, a senior fixed income portfolio manager at Allianz Global Investors in London.</p><p>Because monetary policy tends to work with a lag, Riddell estimates the renewed hawkishness from central banks means the global economy will be even weaker by the middle of next year.</p><p>&#34;We are of the view that markets are still massively underestimating the global economic growth hit that is coming,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270440281","content_text":"(Reuters) - Global investors are preparing for more market mayhem after a monumental week that whipsawed asset prices around the world, as central banks and governments ramped up their fight against inflation.Signs of extraordinary times were everywhere. The Federal Reserve delivered its third straight seventy-five basis point rate hike while Japan intervened to shore up the yen for the first time since 1998. The British pound slid to a fresh 37-year trough against the dollar after the country's new finance minister unleashed historic tax cuts and huge increases in borrowing.\"It's hard to know what will break where, and when,\" said Mike Kelly, head of multi-asset at PineBridge Investments (US). \"Before, the thinking had been that a recession would be short and shallow. Now we're throwing that away and thinking about the unintended consequences of much tighter monetary policy.\"Stocks plunged everywhere. The Dow Jones Industrial Average nearly joined the S&P 500 and Nasdaq in a bear market while bonds tumbled to their lowest level in years as investors recalibrated their portfolios to a world of persistent inflation and rising interest rates.Towering above it all was the U.S. dollar, which has rocketed to its highest level in 20 years against a basket of currencies, lifted in part by investors seeking shelter from the wild swings in markets.\"Currency exchange rates ... are now violent in their moves,\" said David Kotok, chairman and chief investment officer at Cumberland Advisors. \"When governments and central banks are in the business of setting the interest rates they are shifting the volatility to the currency markets.\"For now, the selloffs across asset classes have drawn few bargain hunters. In fact, many believe things are bound to get worse as tighter monetary policy across the globe raises the risks of a worldwide recession.\"We remain cautious,\" said Russ Koesterich, who oversees the Global Allocation Fund for Blackrock, the world's largest asset manager, noting his allocation to equities is \"well below benchmark\" and he is also cautious on bonds.\"I think there's a lot of uncertainty on how quickly inflation will come down, there's a lot of uncertainty about whether or not the Fed will go through with as an aggressive tightening campaign as they signaled this week.\"Kotok said he is positioned conservatively with high cash levels. \"I'd like to see enough of a selloff to make entry attractive in the U.S. stockmarket,\" Kotok said.The fallout from the hectic week exacerbated trends for stocks and bonds that have been in place all year, pushing down prices for both asset classes. But the murky outlook meant that they were still not cheap enough for some investors.\"We think the time to go long in equities is still ahead of us until we see signs that the market has bottomed,\" said Jake Jolly, senior investment strategist at BNY Mellon, who has been increasing his allocation to short duration sovereign bonds.\"The market is getting closer and closer to pricing in this recession that is widely expected but it is not yet fully priced in.\"Rough week in global equities https://graphics.reuters.com/USA-STOCKS/GLOBAL/dwvkrxoxapm/chart.pngGoldman Sachs strategists on Friday lowered their year-end target for the benchmark U.S. stock index, the S&P 500, to 3,600 from 4,300. The index was last at 3,693.23.Bond yields, which move inversely to prices, surged across the world. Yields on the benchmark U.S. 10-year Treasury hit their highest level in more than 12 years, while Germany's two-year bond yield rose above 2% for the first time since late 2008. In the UK, five year gilts leapt 50 bps -- their biggest one-day jump since at least late 1991, according to Refinitiv data.\"At some point, the fears will shift from inflation to growth,\" said Matthew Nest, global head of active fixed income at State Street Global Advisors, who thinks bond yields have moved so high they are starting to look \"pretty attractive.\"Investors fear things will get worse before they get better.\"The question is now not whether we are going into a recession, it is how deep will the recession be, and might we have some form of financial crisis and major global liquidity shock,\" said Mike Riddell, a senior fixed income portfolio manager at Allianz Global Investors in London.Because monetary policy tends to work with a lag, Riddell estimates the renewed hawkishness from central banks means the global economy will be even weaker by the middle of next year.\"We are of the view that markets are still massively underestimating the global economic growth hit that is coming,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860694070,"gmtCreate":1632169329790,"gmtModify":1676530715159,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/860694070","repostId":"1124728794","repostType":4,"repost":{"id":"1124728794","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632154404,"share":"https://www.laohu8.com/m/news/1124728794?lang=&edition=full","pubTime":"2021-09-21 00:13","market":"us","language":"en","title":"Market sell-off worsens with Dow dropping 650 points, S&P 500 losing 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1124728794","media":"Tiger Newspress","summary":"(Sept 21)&nbsp;Market sell-off worsens with Dow dropping 650 points, S&P 500 losing 2%.","content":"<p>(Sept 21)&nbsp;Market sell-off worsens with Dow dropping 650 points, S&amp;P 500 losing 2%.</p>\n<p><img src=\"https://static.tigerbbs.com/b1aff42b5f28f13e23dc15c6bee909d3\" tg-width=\"350\" tg-height=\"130\" width=\"100%\" height=\"auto\"></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>Market sell-off worsens with Dow dropping 650 points, S&P 500 losing 2%</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\">\nMarket sell-off worsens with Dow dropping 650 points, S&P 500 losing 2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-21 00:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Sept 21)&nbsp;Market sell-off worsens with Dow dropping 650 points, S&amp;P 500 losing 2%.</p>\n<p><img src=\"https://static.tigerbbs.com/b1aff42b5f28f13e23dc15c6bee909d3\" tg-width=\"350\" tg-height=\"130\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124728794","content_text":"(Sept 21) Market sell-off worsens with Dow dropping 650 points, S&P 500 losing 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909343073,"gmtCreate":1658818248692,"gmtModify":1676536212604,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9909343073","repostId":"2254186818","repostType":4,"repost":{"id":"2254186818","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":1658817829,"share":"https://www.laohu8.com/m/news/2254186818?lang=&edition=full","pubTime":"2022-07-26 14:43","market":"uk","language":"en","title":"Unilever Ups Guidance After 8.1% Underlying Sales Rise Beats Forecasts","url":"https://stock-news.laohu8.com/highlight/detail?id=2254186818","media":"Reuters","summary":"LONDON, July 26 (Reuters) - Unilever Plc raised its full-year sales guidance after beating forecasts","content":"<html><head></head><body><p>LONDON, July 26 (Reuters) - Unilever Plc raised its full-year sales guidance after beating forecasts with a 8.1% increase in first-half underlying sales as the maker of Dove soap and Knorr stock cubes hiked prices to counter soaring costs.</p><p>Analysts had expected growth of 7.2%, a company-provided consensus for the six months ended June 30 showed.</p><p>Unilever had previously forecast full-year underlying sales growth at the top end of a range of 4.5% to 6.5%. It said on Tuesday it now expects underlying sales growth to be above that range, driven by prices with some further pressure on volume.</p><p>Its half-year turnover rose 14.9% to 29.6 billion euros ($30.25 billion).</p><p>One of the biggest consumer companies in the world, making everything from laundry detergent to ice cream, Unilever&#39;s costs have surged since the start of the COVID-19 pandemic created global supply chain logjams.</p><p>War in Ukraine has since boosted energy costs and sent prices of raw materials such as wheat, sunflower oil and pulp used in packaging to record highs.</p><p>Its first-half operating profit margin fell to 17% from 18.8% a year earlier.</p><p>The company previously said it expected its full-year underlying operating margin to fall by between 140 and 240 basis points, or by 16% to 17%, with the bulk of the hit expected in the first half.</p><p>&#34;Underlying sales growth of 8.1% was driven by strong pricing to mitigate input cost inflation, which, as expected, had some impact on volume,&#34; CEO Alan Jope said on Tuesday. &#34;The challenges of inflation persist and the global macroeconomic outlook is uncertain, but we remain intensely focused on operational excellence and delivery in 2022.&#34;</p><p>($1 = 0.9787 euros)</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>Unilever Ups Guidance After 8.1% Underlying Sales Rise Beats Forecasts</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\">\nUnilever Ups Guidance After 8.1% Underlying Sales Rise Beats Forecasts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-26 14:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>LONDON, July 26 (Reuters) - Unilever Plc raised its full-year sales guidance after beating forecasts with a 8.1% increase in first-half underlying sales as the maker of Dove soap and Knorr stock cubes hiked prices to counter soaring costs.</p><p>Analysts had expected growth of 7.2%, a company-provided consensus for the six months ended June 30 showed.</p><p>Unilever had previously forecast full-year underlying sales growth at the top end of a range of 4.5% to 6.5%. It said on Tuesday it now expects underlying sales growth to be above that range, driven by prices with some further pressure on volume.</p><p>Its half-year turnover rose 14.9% to 29.6 billion euros ($30.25 billion).</p><p>One of the biggest consumer companies in the world, making everything from laundry detergent to ice cream, Unilever&#39;s costs have surged since the start of the COVID-19 pandemic created global supply chain logjams.</p><p>War in Ukraine has since boosted energy costs and sent prices of raw materials such as wheat, sunflower oil and pulp used in packaging to record highs.</p><p>Its first-half operating profit margin fell to 17% from 18.8% a year earlier.</p><p>The company previously said it expected its full-year underlying operating margin to fall by between 140 and 240 basis points, or by 16% to 17%, with the bulk of the hit expected in the first half.</p><p>&#34;Underlying sales growth of 8.1% was driven by strong pricing to mitigate input cost inflation, which, as expected, had some impact on volume,&#34; CEO Alan Jope said on Tuesday. &#34;The challenges of inflation persist and the global macroeconomic outlook is uncertain, but we remain intensely focused on operational excellence and delivery in 2022.&#34;</p><p>($1 = 0.9787 euros)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UL":"联合利华(英国)","ULVR.UK":"联合利华"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254186818","content_text":"LONDON, July 26 (Reuters) - Unilever Plc raised its full-year sales guidance after beating forecasts with a 8.1% increase in first-half underlying sales as the maker of Dove soap and Knorr stock cubes hiked prices to counter soaring costs.Analysts had expected growth of 7.2%, a company-provided consensus for the six months ended June 30 showed.Unilever had previously forecast full-year underlying sales growth at the top end of a range of 4.5% to 6.5%. It said on Tuesday it now expects underlying sales growth to be above that range, driven by prices with some further pressure on volume.Its half-year turnover rose 14.9% to 29.6 billion euros ($30.25 billion).One of the biggest consumer companies in the world, making everything from laundry detergent to ice cream, Unilever's costs have surged since the start of the COVID-19 pandemic created global supply chain logjams.War in Ukraine has since boosted energy costs and sent prices of raw materials such as wheat, sunflower oil and pulp used in packaging to record highs.Its first-half operating profit margin fell to 17% from 18.8% a year earlier.The company previously said it expected its full-year underlying operating margin to fall by between 140 and 240 basis points, or by 16% to 17%, with the bulk of the hit expected in the first half.\"Underlying sales growth of 8.1% was driven by strong pricing to mitigate input cost inflation, which, as expected, had some impact on volume,\" CEO Alan Jope said on Tuesday. \"The challenges of inflation persist and the global macroeconomic outlook is uncertain, but we remain intensely focused on operational excellence and delivery in 2022.\"($1 = 0.9787 euros)","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817673677,"gmtCreate":1630960882899,"gmtModify":1676530426814,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/817673677","repostId":"1121396906","repostType":4,"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803640871,"gmtCreate":1627437935693,"gmtModify":1703489944957,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/803640871","repostId":"2154991792","repostType":4,"repost":{"id":"2154991792","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":1627428087,"share":"https://www.laohu8.com/m/news/2154991792?lang=&edition=full","pubTime":"2021-07-28 07:21","market":"us","language":"en","title":"Wall St snaps five-day up streak as caution rises before tech earnings, Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=2154991792","media":"Reuters","summary":"NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the t","content":"<p>NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.</p>\n<p>The Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.</p>\n<p>Shares of Apple Inc, Microsoft Corp&nbsp;and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&amp;P 500 along with Amazon.com Inc , which is expected to report results later this week.</p>\n<p>Also, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.</p>\n<p>Shares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.</p>\n<p>\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>Adding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.</p>\n<p>\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.</p>\n<p>Uncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 85.79 points, or 0.24%, to 35,058.52, the S&amp;P 500&nbsp;lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite &nbsp;dropped 180.14 points, or 1.21%, to 14,660.58.</p>\n<p>Helping to support the Dow, shares of McDonald's Corp&nbsp;rose 1% ahead of its results due before the bell on Wednesday.</p>\n<p>In another sign that investors were in a risk-off mood, defensive sectors such as real estate&nbsp;and utilities&nbsp;were the two best-performing S&amp;P 500 categories for the day, and U.S. Treasuries prices rose.</p>\n<p>Intel Corp&nbsp;shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.</p>\n<p>Volume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.</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>Wall St snaps five-day up streak as caution rises before tech earnings, Fed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St snaps five-day up streak as caution rises before tech earnings, Fed\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\">2021-07-28 07:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.</p>\n<p>The Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.</p>\n<p>Shares of Apple Inc, Microsoft Corp&nbsp;and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&amp;P 500 along with Amazon.com Inc , which is expected to report results later this week.</p>\n<p>Also, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.</p>\n<p>Shares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.</p>\n<p>\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>Adding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.</p>\n<p>\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.</p>\n<p>Uncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 85.79 points, or 0.24%, to 35,058.52, the S&amp;P 500&nbsp;lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite &nbsp;dropped 180.14 points, or 1.21%, to 14,660.58.</p>\n<p>Helping to support the Dow, shares of McDonald's Corp&nbsp;rose 1% ahead of its results due before the bell on Wednesday.</p>\n<p>In another sign that investors were in a risk-off mood, defensive sectors such as real estate&nbsp;and utilities&nbsp;were the two best-performing S&amp;P 500 categories for the day, and U.S. Treasuries prices rose.</p>\n<p>Intel Corp&nbsp;shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.</p>\n<p>Volume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154991792","content_text":"NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.\nThe Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.\nShares of Apple Inc, Microsoft Corp and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&P 500 along with Amazon.com Inc , which is expected to report results later this week.\nAlso, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.\nShares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.\n\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.\nAdding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.\n\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.\nUncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.\nThe Dow Jones Industrial Average fell 85.79 points, or 0.24%, to 35,058.52, the S&P 500 lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite  dropped 180.14 points, or 1.21%, to 14,660.58.\nHelping to support the Dow, shares of McDonald's Corp rose 1% ahead of its results due before the bell on Wednesday.\nIn another sign that investors were in a risk-off mood, defensive sectors such as real estate and utilities were the two best-performing S&P 500 categories for the day, and U.S. Treasuries prices rose.\nIntel Corp shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.\nVolume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.\nThe S&P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809155380,"gmtCreate":1627354187840,"gmtModify":1703488225143,"author":{"id":"3587029173183468","authorId":"3587029173183468","name":"shoude","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/809155380","repostId":"2154964378","repostType":4,"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}