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2022-11-30

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The Big Tech Apples May Have Further to Fall?

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Apple I","content":"<html><head></head><body><p><b>Apple of the Market’s Eye</b></p><p>There’s no doubt what Monday’s biggest market news was in New York. Apple Inc. stock fell more than 2% in its worst session in almost three weeks after Bloomberg revealed the company’s plans to slow hiring and spending to cope with a potential economic downturn. The news, shortly after midday, sparked an immediate tumble.</p><p><img src=\"https://static.tigerbbs.com/75e8cba754cf5ef5d07c43411b24f33f\" tg-width=\"1000\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>Until now, shares of the iPhone-maker had fallen roughly 17% for the year, in step with the broader market rout. The announcement undercut the market, with other big “FANG” internet platforms such as Alphabet Inc. and Microsoft Corp. also falling. The tech stalwart had been among the companies that beat Wall Street expectations throughout the pandemic, and had come to be seen as a defensive stock, so any negative news was bound to hurt sentiment across the market.</p><p>The development was particularly unwelcome as it came just as the tech sector appeared ready to rally. The Nasdaq 100, down 27% for the year so far, had briefly managed to get above its 50-day moving average on Monday, suggesting that the relentless downward trend was over — but the index failed to stay there, thanks in large part to Apple.</p><p><img src=\"https://static.tigerbbs.com/c8865f39c565e2fe056f4ea9e05bc0eb\" tg-width=\"1000\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>There have been hopes that valuation is at last looking favorable for the tech sector once more — although this gets a little harder to sustain on closer examination. The spread between the prospective earnings multiples of the S&amp;P 500 Information Technology Sector and the benchmark S&amp;P 500 started this year at the highest it had been since 2004. A “healthy correction” was in order, and what looks like some seriously unhealthy speculative excess has now been wrung out of the market. However, it’s worth noting that from the Great Financial Crisis through to about 2018, tech basically traded at the same multiple as the rest of the market. Tech’s premium could easily fall further from here:</p><p><img src=\"https://static.tigerbbs.com/4127afed9347713bf291fc04a27c4584\" tg-width=\"1000\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>There is a similar message from the tech index’s P/E ratio judged in its own right. It has slipped to 20.6 on Monday, having peaked above 30 in the first year of the pandemic. But 20 appears to be the level at which it hit a plateau in 2017 and 2018 — again while it looks like the excess has been blown off thetop, there’s no particular reason to think that the multiple can rebound.</p><p><img src=\"https://static.tigerbbs.com/f5c45ff60e2c3fba21870e2132590fb0\" tg-width=\"1000\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>Investors will get more clarity this week when more tech heavyweights report earnings following mixed results from major banks. Netflix Inc., savagely punished for disappointing results so far this year, will kick off the FANG stocks Tuesday evening. This is the season for all companies to get bad news off their chests, so the chances of a durable rebound should be much stronger once investors believe they know the worst.</p><p>Nicholas Colas, co-founder of DataTrek Research, would “prefer to get bullish” on US large-cap tech once he sees second-quarter earnings season, which will include third-quarter guidance. This, even as Wall Street’s forecast still remains relatively optimistic. “Even still, the return math says the Nasdaq is pretty washed out here on a relative basis,” he said.</p><blockquote><ul><li><i>While the surge in US tech stocks just after the March 2020 stock market lows was statistically remarkable, it was nothing like the dot com bubble. The peak in post-Pandemic Crisis NASDAQ outperformance was 21 points in August 2020. That is just over two standard deviations (18.4 points, as calculated above). By contrast, the 2000 dot com bubble saw the NASDAQ outperform the S&amp;P 500 by 77 points, which is nine standard deviations.</i></li></ul><ul><li><i>The NASDAQ rarely underperforms the S&amp;P 500 by much more than 6.8 points over 100 days, which is one standard deviation from the relative return mean... It exceeded those levels in late May 2022, at 11 points of relative underperformance.</i></li></ul><ul><li><i>The NASDAQ has underperformed the S&amp;P 500 by 4.3 points over the last 100 days, well within one standard deviation.</i></li></ul></blockquote><p>All of this suggests that the sector could have further to fall if the news is bad. Still, if earnings of tech companies prove profitable, or traders can be convinced that the worst news is known, it may solidify its status as the new defensive play, at least for now.</p><p>Colas is not alone in suggesting that the conditions for a bottom are not in place, despite the recent signs of life in the tech sector. Tom Essaye, a former Merrill Lynch trader who founded The Sevens Report, continues to suggest that some broader macro landmarks need to be passed before the market can make a durable bottom. His list is as follows:</p><blockquote><i>1. Chinese Lockdowns Ease and Growth Recovers — The Chinese economy has largely reopened, but this week’s shutdown in Macau and mass testing in Shanghai and other regions show that “Zero COVID” remains partially in effect and as a result, the threat of lockdowns will continue to weigh on Chinese stocks and the outlook for the global economy.</i></blockquote><blockquote><i>2. Inflation Peaks and Declines and the Fed Eases Off the Hawkish Rhetoric — Obviously we’re not close on this yet. The June CPI printed above 9% and it’s essentially a “toss up” as to whether we get a 75bps hike or a 100bps hike.</i></blockquote><blockquote><i>3. Geopolitical Tensions Decline — Certain commodities like wheat and corn have declined to pre-collision levels, as markets are hopeful that grain shipments from Ukraine will start again soon. But energy commodities, despite large drops, remain above pre-invasion levels (oil and natural gas). Additionally, the drops have been driven by fears of a global recession crimping demand and lack of export capacity in the US (for natural gas), not on some geopolitical improvement.</i></blockquote><p>Until these macroeconomic factors are resolved, and it could take a while, Essaye does not think the June low in equities is the bottom, while the market remains vulnerable to any disappointments. Apple delivered just such a disappointment on Monday; now the question is whether further ones lie ahead.</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 Big Tech Apples May Have Further to Fall?</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 Big Tech Apples May Have Further to Fall?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 17:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2022-07-19/apple-s-thud-suggests-big-tech-s-pandemic-era-premiums-could-fall-further?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple of the Market’s EyeThere’s no doubt what Monday’s biggest market news was in New York. Apple Inc. stock fell more than 2% in its worst session in almost three weeks after Bloomberg revealed the ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2022-07-19/apple-s-thud-suggests-big-tech-s-pandemic-era-premiums-could-fall-further?srnd=markets-vp\">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"},"source_url":"https://www.bloomberg.com/opinion/articles/2022-07-19/apple-s-thud-suggests-big-tech-s-pandemic-era-premiums-could-fall-further?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130997965","content_text":"Apple of the Market’s EyeThere’s no doubt what Monday’s biggest market news was in New York. Apple Inc. stock fell more than 2% in its worst session in almost three weeks after Bloomberg revealed the company’s plans to slow hiring and spending to cope with a potential economic downturn. The news, shortly after midday, sparked an immediate tumble.Until now, shares of the iPhone-maker had fallen roughly 17% for the year, in step with the broader market rout. The announcement undercut the market, with other big “FANG” internet platforms such as Alphabet Inc. and Microsoft Corp. also falling. The tech stalwart had been among the companies that beat Wall Street expectations throughout the pandemic, and had come to be seen as a defensive stock, so any negative news was bound to hurt sentiment across the market.The development was particularly unwelcome as it came just as the tech sector appeared ready to rally. The Nasdaq 100, down 27% for the year so far, had briefly managed to get above its 50-day moving average on Monday, suggesting that the relentless downward trend was over — but the index failed to stay there, thanks in large part to Apple.There have been hopes that valuation is at last looking favorable for the tech sector once more — although this gets a little harder to sustain on closer examination. The spread between the prospective earnings multiples of the S&P 500 Information Technology Sector and the benchmark S&P 500 started this year at the highest it had been since 2004. A “healthy correction” was in order, and what looks like some seriously unhealthy speculative excess has now been wrung out of the market. However, it’s worth noting that from the Great Financial Crisis through to about 2018, tech basically traded at the same multiple as the rest of the market. Tech’s premium could easily fall further from here:There is a similar message from the tech index’s P/E ratio judged in its own right. It has slipped to 20.6 on Monday, having peaked above 30 in the first year of the pandemic. But 20 appears to be the level at which it hit a plateau in 2017 and 2018 — again while it looks like the excess has been blown off thetop, there’s no particular reason to think that the multiple can rebound.Investors will get more clarity this week when more tech heavyweights report earnings following mixed results from major banks. Netflix Inc., savagely punished for disappointing results so far this year, will kick off the FANG stocks Tuesday evening. This is the season for all companies to get bad news off their chests, so the chances of a durable rebound should be much stronger once investors believe they know the worst.Nicholas Colas, co-founder of DataTrek Research, would “prefer to get bullish” on US large-cap tech once he sees second-quarter earnings season, which will include third-quarter guidance. This, even as Wall Street’s forecast still remains relatively optimistic. “Even still, the return math says the Nasdaq is pretty washed out here on a relative basis,” he said.While the surge in US tech stocks just after the March 2020 stock market lows was statistically remarkable, it was nothing like the dot com bubble. The peak in post-Pandemic Crisis NASDAQ outperformance was 21 points in August 2020. That is just over two standard deviations (18.4 points, as calculated above). By contrast, the 2000 dot com bubble saw the NASDAQ outperform the S&P 500 by 77 points, which is nine standard deviations.The NASDAQ rarely underperforms the S&P 500 by much more than 6.8 points over 100 days, which is one standard deviation from the relative return mean... It exceeded those levels in late May 2022, at 11 points of relative underperformance.The NASDAQ has underperformed the S&P 500 by 4.3 points over the last 100 days, well within one standard deviation.All of this suggests that the sector could have further to fall if the news is bad. Still, if earnings of tech companies prove profitable, or traders can be convinced that the worst news is known, it may solidify its status as the new defensive play, at least for now.Colas is not alone in suggesting that the conditions for a bottom are not in place, despite the recent signs of life in the tech sector. Tom Essaye, a former Merrill Lynch trader who founded The Sevens Report, continues to suggest that some broader macro landmarks need to be passed before the market can make a durable bottom. His list is as follows:1. Chinese Lockdowns Ease and Growth Recovers — The Chinese economy has largely reopened, but this week’s shutdown in Macau and mass testing in Shanghai and other regions show that “Zero COVID” remains partially in effect and as a result, the threat of lockdowns will continue to weigh on Chinese stocks and the outlook for the global economy.2. Inflation Peaks and Declines and the Fed Eases Off the Hawkish Rhetoric — Obviously we’re not close on this yet. The June CPI printed above 9% and it’s essentially a “toss up” as to whether we get a 75bps hike or a 100bps hike.3. Geopolitical Tensions Decline — Certain commodities like wheat and corn have declined to pre-collision levels, as markets are hopeful that grain shipments from Ukraine will start again soon. But energy commodities, despite large drops, remain above pre-invasion levels (oil and natural gas). Additionally, the drops have been driven by fears of a global recession crimping demand and lack of export capacity in the US (for natural gas), not on some geopolitical improvement.Until these macroeconomic factors are resolved, and it could take a while, Essaye does not think the June low in equities is the bottom, while the market remains vulnerable to any disappointments. Apple delivered just such a disappointment on Monday; now the question is whether further ones lie ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060731347,"gmtCreate":1651192674508,"gmtModify":1676534867325,"author":{"id":"4087478847990870","authorId":"4087478847990870","name":"MGChoi","avatar":"https://static.tigerbbs.com/28464478fe1938ba3e1f14b9ed2015bc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060731347","repostId":"1141206949","repostType":4,"repost":{"id":"1141206949","pubTimestamp":1651159350,"share":"https://www.laohu8.com/m/news/1141206949?lang=&edition=full","pubTime":"2022-04-28 23:22","market":"us","language":"en","title":"Apple Is the Ultimate Market Bellwether","url":"https://stock-news.laohu8.com/highlight/detail?id=1141206949","media":"InvestorPlace","summary":"As Apple goes, so will the market","content":"<html><head></head><body><ul><li><b>Apple</b> (<b><u>AAPL</u></b>) today is a value stock, a defensive play.</li><li>Apple revenue is still driven by product sales, not cloud services.</li><li>As Apple goes, so goes the market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53eed4be5befbbd8306571258b550a0c\" tg-width=\"1600\" tg-height=\"900\" width=\"100%\" height=\"auto\"/><span>Source: Eric Broder Van Dyke / Shutterstock.com</span></p><p><b>Apple</b> (NASDAQ:<b><u>AAPL</u></b>) stock today is what <b>International Business Machines</b> (NYSE:<b><u>IBM</u></b>) was a generation ago and what <b>General Motors</b> (NYSE:<b><u>GM</u></b>) was a generation before that.</p><p>It’s the ultimate market bellwether.</p><p>A quick look at a stock chart shows this clearly. Since the start of 2022 Apple has risen when the market has risen, fallen when it has fallen. On the year, shares are down 9.6%. The <b>S&amp;P 500</b> is down 11%.</p><p>This is not necessarily good news for Apple shareholders like me. For a decade Apple has been a clear way to beat the market, a superior growth stock. Over the last 5 years it has averaged a 69% rise each year. It has also delivered consistent and rising dividends, although they currently yield just .54%.</p><p>Now,it’s a value stock.</p><p><b>Why AAPL Stock Fell</b></p><p>AAPL stock fell for the same reason the whole market did.</p><p>Inflation and rising interest rates have compressed earnings multiples. They are expected to compress margins. When you could get a mortgage for 2%, it made sense to buy stocks trading at 25 or 30 times earnings. Today, with mortgages costing 5%, the median S&amp;P stock trades at just 15 times earnings, in line with historic averages.</p><p>Since Apple has proven a superior investment over time, it deserves a superior multiple. It opened for trade April 28 selling at 26 times earnings. The stock’s price was $160, a market cap of $2.55 trillion. No company had been worth more than $1 trillion before Apple. Only Saudi Aramco is worth more today.</p><p>Apple is trading higher today because analysts expect it to beat earnings estimates. The consensus estimate is for $1.43/share of earnings on revenue of $94 billion. But the “whisper number,” the open secret analysts may say to another in hushed voices, is for earnings of $1.57/share.</p><p>If Apple beats the whisper number, expect the whole market to rise. If it fails to even beat the consensus estimate, the whole market will fall.</p><p><b>What’s Apple Today?</b></p><p>I count Apple among the “Cloud Czars.” It’s one of five companies that invested heavily in networks of cloud data centers, paying for them with cash. These companies — Apple, <b>Microsoft</b> (NASDAQ:<b><u>MSFT</u></b>), <b>Alphabet</b> (NASDAQ:<b><u>GOOG</u></b>,<b><u>GOOGL</u></b>), <b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) and <b>Meta Platforms</b> (NASDAQ:<b><u>FB</u></b>) — now dominate the world economy.</p><p>But the Czars are very different. The value of Apple stock is still driven more by its device sales than its service revenue. In its December quarter, just 16% of Apple’s $124 billion in revenue came from services.</p><p>Analysts remain attached to Apple’s cloud services revenue because it’s enormously profitable. Last quarter, Apple spent just $5.4 billion to draw $19.5 billion in service revenue. It spent $64.3 billion on products that brought in $104.4 billion.</p><p>But Apple results are still based on sales of iPhones, iMacs and other gear. They’re still highly seasonal. Revenue for the Christmas quarter can be 30-40% higher than in other quarters. That’s not the case with Microsoft, which is driven by its Azure cloud. Last year Microsoft’s June quarter saw more revenue than the previous December.</p><p><b>The Bottom Line on AAPL Stock</b></p><p>So long as inflation remains elevated and interest rates rise, Apple stock will provide little shelter from the storm.</p><p>A diversified portfolio, however, needs to have some Apple in it, for when market conditions improve.</p><p>I believe those conditions will improve because of technology’s deflationary effect. Entire professions have been replaced by cloud services in the last decade. Many more will be in the current one. This saves money for both consumers and businesses. It lets workers focus on higher-value tasks. If finds solutions to once intractable problems in supply chains and in retail channels. It creates new value where none existed and makes commerce available everywhere.</p><p>Apple and clouds are why America’s economy today dominates the world.</p></body></html>","source":"lsy1606302653667","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 Is the Ultimate Market Bellwether</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 Is the Ultimate Market Bellwether\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/aapl-stock-is-the-ultimate-market-bellwether/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (AAPL) today is a value stock, a defensive play.Apple revenue is still driven by product sales, not cloud services.As Apple goes, so goes the market.Source: Eric Broder Van Dyke / Shutterstock....</p>\n\n<a href=\"https://investorplace.com/2022/04/aapl-stock-is-the-ultimate-market-bellwether/\">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"},"source_url":"https://investorplace.com/2022/04/aapl-stock-is-the-ultimate-market-bellwether/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141206949","content_text":"Apple (AAPL) today is a value stock, a defensive play.Apple revenue is still driven by product sales, not cloud services.As Apple goes, so goes the market.Source: Eric Broder Van Dyke / Shutterstock.comApple (NASDAQ:AAPL) stock today is what International Business Machines (NYSE:IBM) was a generation ago and what General Motors (NYSE:GM) was a generation before that.It’s the ultimate market bellwether.A quick look at a stock chart shows this clearly. Since the start of 2022 Apple has risen when the market has risen, fallen when it has fallen. On the year, shares are down 9.6%. The S&P 500 is down 11%.This is not necessarily good news for Apple shareholders like me. For a decade Apple has been a clear way to beat the market, a superior growth stock. Over the last 5 years it has averaged a 69% rise each year. It has also delivered consistent and rising dividends, although they currently yield just .54%.Now,it’s a value stock.Why AAPL Stock FellAAPL stock fell for the same reason the whole market did.Inflation and rising interest rates have compressed earnings multiples. They are expected to compress margins. When you could get a mortgage for 2%, it made sense to buy stocks trading at 25 or 30 times earnings. Today, with mortgages costing 5%, the median S&P stock trades at just 15 times earnings, in line with historic averages.Since Apple has proven a superior investment over time, it deserves a superior multiple. It opened for trade April 28 selling at 26 times earnings. The stock’s price was $160, a market cap of $2.55 trillion. No company had been worth more than $1 trillion before Apple. Only Saudi Aramco is worth more today.Apple is trading higher today because analysts expect it to beat earnings estimates. The consensus estimate is for $1.43/share of earnings on revenue of $94 billion. But the “whisper number,” the open secret analysts may say to another in hushed voices, is for earnings of $1.57/share.If Apple beats the whisper number, expect the whole market to rise. If it fails to even beat the consensus estimate, the whole market will fall.What’s Apple Today?I count Apple among the “Cloud Czars.” It’s one of five companies that invested heavily in networks of cloud data centers, paying for them with cash. These companies — Apple, Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG,GOOGL), Amazon (NASDAQ:AMZN) and Meta Platforms (NASDAQ:FB) — now dominate the world economy.But the Czars are very different. The value of Apple stock is still driven more by its device sales than its service revenue. In its December quarter, just 16% of Apple’s $124 billion in revenue came from services.Analysts remain attached to Apple’s cloud services revenue because it’s enormously profitable. Last quarter, Apple spent just $5.4 billion to draw $19.5 billion in service revenue. It spent $64.3 billion on products that brought in $104.4 billion.But Apple results are still based on sales of iPhones, iMacs and other gear. They’re still highly seasonal. Revenue for the Christmas quarter can be 30-40% higher than in other quarters. That’s not the case with Microsoft, which is driven by its Azure cloud. Last year Microsoft’s June quarter saw more revenue than the previous December.The Bottom Line on AAPL StockSo long as inflation remains elevated and interest rates rise, Apple stock will provide little shelter from the storm.A diversified portfolio, however, needs to have some Apple in it, for when market conditions improve.I believe those conditions will improve because of technology’s deflationary effect. Entire professions have been replaced by cloud services in the last decade. Many more will be in the current one. This saves money for both consumers and businesses. It lets workers focus on higher-value tasks. If finds solutions to once intractable problems in supply chains and in retail channels. It creates new value where none existed and makes commerce available everywhere.Apple and clouds are why America’s economy today dominates the world.","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094756212,"gmtCreate":1645241450082,"gmtModify":1676534012573,"author":{"id":"4087478847990870","authorId":"4087478847990870","name":"MGChoi","avatar":"https://static.tigerbbs.com/28464478fe1938ba3e1f14b9ed2015bc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094756212","repostId":"2212268576","repostType":4,"repost":{"id":"2212268576","pubTimestamp":1645227827,"share":"https://www.laohu8.com/m/news/2212268576?lang=&edition=full","pubTime":"2022-02-19 07:43","market":"us","language":"en","title":"The Smartest Stocks to Buy if the Stock Market Plunges","url":"https://stock-news.laohu8.com/highlight/detail?id=2212268576","media":"Motley Fool","summary":"When crashes and corrections rear their head, so does the opportunity for investors.","content":"<html><head></head><body><p>Since the beginning of the year, Wall Street and investors have been given a reminder that stock market crashes and corrections are perfectly normal occurrences. The double-digit percentage decline the <b>S&amp;P 500</b> experienced in January marks the 39th correction of at least 10% for the widely followed index since the beginning of 1950.</p><p>But where there are crashes and corrections, there&#39;s also opportunity. That&#39;s because every sizable decline in the S&amp;P 500 has eventually been put in the rearview mirror by a bull market rally. If the broader market were to continue to plunge, the following four companies would be some of the smartest stocks to buy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b5364080a57bed47540a161b8615747\" tg-width=\"700\" tg-height=\"472\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Berkshire Hathaway</h2><p>In a world where growth stocks have dominated, perhaps no company has more consistently outperformed the broader market for decades than <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B).</p><p>Berkshire might not be a household name, but its CEO, billionaire Warren Buffett, certainly is. Since taking the reins in 1965, Buffett has led his company&#39;s Class A shares (BRK.A) to an average annual gain of better than 20%. In aggregate, we&#39;re talking about a total gain of around 3,800,000% in 57 years.</p><p>One of the key reasons the Oracle of Omaha is such a successful investor is due to his company&#39;s focus on cyclical businesses. Cyclical companies thrive when the economy is running on all cylinders and struggle when recessions arise. Buffett fully understands that recessions typically last for a few months to a couple of quarters. Comparatively, periods of expansion usually last for years, if not a decade. Warren Buffett is allowing time to be his ally and playing a simple numbers game that works in favor of ultra-long-term investors.</p><p>The other not-so-subtle secret to Berkshire Hathaway&#39;s outperformance is dividend income. This year, Buffett&#39;s company is on pace to collect over $5 billion in payouts, which works out to a yield relative to cost of around 5%. Dividend stocks are almost always profitable and time-tested. This means Buffett and his team have packed Berkshire&#39;s portfolio with successful businesses that can navigate whatever the U.S. economy and stock market throw their way.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b13f98298635a74f4491a99bf47eeded\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a></h2><p>Healthcare stocks are usually a wise place to put your money to work if the market plunges. That&#39;s why pharmacy chain and value stock <b>Walgreens Boots Alliance</b> (NASDAQ:WBA) would be such a smart buy.</p><p>No matter how well or poorly the U.S. economy performs, or how high the year-over-year inflation figure rises, people don&#39;t get to choose when they get sick or what ailment(s) they develop. This means demand for prescription drugs, medical devices, and healthcare services tends to remain steady in any economic environment.</p><p>What specifically makes Walgreens so intriguing is the company&#39;s multipoint growth strategy targeting higher margins and a faster organic growth rate. To lift margins, the company has reduced its annual operating expenses by more than $2 billion a full fiscal year ahead of schedule.</p><p>Meanwhile, to boost the company&#39;s organic growth rate, Walgreens is spending aggressively on two key initiatives. First, it&#39;s actively promoting direct-to-consumer sales. Even though the company&#39;s brick-and-mortar locations will account for the lion&#39;s share of revenue, online sales are an easy way to boost organic growth as consumers shift their buying habits.</p><p>Second, Walgreens has partnered with, and invested in, VillageMD to open upwards of 600 co-located, full-service clinics by 2025 in over 30 U.S. markets. These physician-staffed clinics can be used to funnel repeat clients to the company&#39;s higher-margin pharmacy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e68ecb34d6e4fd6f7dc599908229a09a\" tg-width=\"700\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></h2><p>Another exceptionally smart stock to buy if the market plunges is cybersecurity powerhouse and growth stock <b>Palo Alto Networks</b> (NASDAQ:PANW).</p><p>If you&#39;re noticing a theme with this list, it&#39;s that highly defensive sectors and industries are a smart place to put your money to work when corrections arise. Cybersecurity is a sustained double-digit growth trend which has become a basic necessity for businesses of all sizes that have an online or cloud-based presence. Hackers and robots simply don&#39;t care if Wall Street has a rough day.</p><p>There are two key reasons Palo Alto makes for such an impressive growth story. To begin with, it&#39;s undergoing a business transformation that&#39;s emphasizing subscription services. Even though the company continues to sell physical firewall products, subscription services provide better long-term margins and less revenue lumpiness. Over time, a larger percentage of total sales will derive from these higher-margin channels.</p><p>Palo Alto&#39;s other major growth driver is its many bolt-on acquisitions. Management hasn&#39;t been afraid to deploy capital in order to expand its product portfolio or broaden its pool of potential customers. These acquisitions have been pivotal in helping Palo Alto reach new small and medium-sized businesses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7343c3ce7330b86321a8ec9384d4baea\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Bank of America</h2><p>A fourth and final company that would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the smartest stocks to buy if the market plunges is money-center giant <b>Bank of America</b> (NYSE:BAC).</p><p>Bank stocks like BofA are highly cyclical. Even though they can occasionally get caught up in the short-term emotions that weigh down stocks, they benefit immensely from the natural expansion of the U.S. and global economy over time. This allows patient investors in large bank stocks to build their wealth steadily over time. Not surprisingly, Bank of America is Warren Buffett&#39;s second-largest holding.</p><p>What makes Bank of America such a perfect buy at the moment (and if the market continues to fall) is the upcoming shift in the Federal Reserve&#39;s monetary policy. With U.S. inflation hitting a 40-year high in January, the nation&#39;s central bank has no choice but to aggressively begin raising interest rates. No bank stock is more interest-sensitive than BofA. In its year-end report, the company noted that a 100-basis-point parallel shift in the interest rate yield curve would add an estimated $6.5 billion in net interest income.  In other words, the more inflation becomes an issue, the likelier BofA is to see a big boost to its bottom line.</p><p>Also, as I&#39;ve previously pointed out, Bank of America&#39;s digital push is really paying dividends. Over the past three years, it&#39;s added 5 million new digital active customers and seen the aggregate number of loan sales completed online or via app jump from 31% to 49%. It&#39;s far more cost-effective when customers transact digitally than in person or by phone. As consumers make this digital shift, BofA has consolidated some of its branches and lowered its expenses.</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>The Smartest Stocks to Buy if the Stock Market Plunges</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 Smartest Stocks to Buy if the Stock Market Plunges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-19 07:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/18/the-smartest-stocks-to-buy-if-stock-market-plunges/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since the beginning of the year, Wall Street and investors have been given a reminder that stock market crashes and corrections are perfectly normal occurrences. The double-digit percentage decline ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/18/the-smartest-stocks-to-buy-if-stock-market-plunges/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BRK.B":"伯克希尔B","BK4550":"红杉资本持仓","PANW":"Palo Alto Networks","WBA":"沃尔格林联合博姿",".SPX":"S&P 500 Index","BK4207":"综合性银行","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4553":"喜马拉雅资本持仓","BK4176":"多领域控股","BK4534":"瑞士信贷持仓","BK4097":"系统软件","BK4559":"巴菲特持仓","BK4128":"药品零售","BK4560":"网络安全概念","BRK.A":"伯克希尔","BK4504":"桥水持仓","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/02/18/the-smartest-stocks-to-buy-if-stock-market-plunges/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212268576","content_text":"Since the beginning of the year, Wall Street and investors have been given a reminder that stock market crashes and corrections are perfectly normal occurrences. The double-digit percentage decline the S&P 500 experienced in January marks the 39th correction of at least 10% for the widely followed index since the beginning of 1950.But where there are crashes and corrections, there's also opportunity. That's because every sizable decline in the S&P 500 has eventually been put in the rearview mirror by a bull market rally. If the broader market were to continue to plunge, the following four companies would be some of the smartest stocks to buy.Image source: Getty Images.Berkshire HathawayIn a world where growth stocks have dominated, perhaps no company has more consistently outperformed the broader market for decades than Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B).Berkshire might not be a household name, but its CEO, billionaire Warren Buffett, certainly is. Since taking the reins in 1965, Buffett has led his company's Class A shares (BRK.A) to an average annual gain of better than 20%. In aggregate, we're talking about a total gain of around 3,800,000% in 57 years.One of the key reasons the Oracle of Omaha is such a successful investor is due to his company's focus on cyclical businesses. Cyclical companies thrive when the economy is running on all cylinders and struggle when recessions arise. Buffett fully understands that recessions typically last for a few months to a couple of quarters. Comparatively, periods of expansion usually last for years, if not a decade. Warren Buffett is allowing time to be his ally and playing a simple numbers game that works in favor of ultra-long-term investors.The other not-so-subtle secret to Berkshire Hathaway's outperformance is dividend income. This year, Buffett's company is on pace to collect over $5 billion in payouts, which works out to a yield relative to cost of around 5%. Dividend stocks are almost always profitable and time-tested. This means Buffett and his team have packed Berkshire's portfolio with successful businesses that can navigate whatever the U.S. economy and stock market throw their way.Image source: Getty Images.Walgreens Boots AllianceHealthcare stocks are usually a wise place to put your money to work if the market plunges. That's why pharmacy chain and value stock Walgreens Boots Alliance (NASDAQ:WBA) would be such a smart buy.No matter how well or poorly the U.S. economy performs, or how high the year-over-year inflation figure rises, people don't get to choose when they get sick or what ailment(s) they develop. This means demand for prescription drugs, medical devices, and healthcare services tends to remain steady in any economic environment.What specifically makes Walgreens so intriguing is the company's multipoint growth strategy targeting higher margins and a faster organic growth rate. To lift margins, the company has reduced its annual operating expenses by more than $2 billion a full fiscal year ahead of schedule.Meanwhile, to boost the company's organic growth rate, Walgreens is spending aggressively on two key initiatives. First, it's actively promoting direct-to-consumer sales. Even though the company's brick-and-mortar locations will account for the lion's share of revenue, online sales are an easy way to boost organic growth as consumers shift their buying habits.Second, Walgreens has partnered with, and invested in, VillageMD to open upwards of 600 co-located, full-service clinics by 2025 in over 30 U.S. markets. These physician-staffed clinics can be used to funnel repeat clients to the company's higher-margin pharmacy.Image source: Getty Images.Palo Alto NetworksAnother exceptionally smart stock to buy if the market plunges is cybersecurity powerhouse and growth stock Palo Alto Networks (NASDAQ:PANW).If you're noticing a theme with this list, it's that highly defensive sectors and industries are a smart place to put your money to work when corrections arise. Cybersecurity is a sustained double-digit growth trend which has become a basic necessity for businesses of all sizes that have an online or cloud-based presence. Hackers and robots simply don't care if Wall Street has a rough day.There are two key reasons Palo Alto makes for such an impressive growth story. To begin with, it's undergoing a business transformation that's emphasizing subscription services. Even though the company continues to sell physical firewall products, subscription services provide better long-term margins and less revenue lumpiness. Over time, a larger percentage of total sales will derive from these higher-margin channels.Palo Alto's other major growth driver is its many bolt-on acquisitions. Management hasn't been afraid to deploy capital in order to expand its product portfolio or broaden its pool of potential customers. These acquisitions have been pivotal in helping Palo Alto reach new small and medium-sized businesses.Image source: Getty Images.Bank of AmericaA fourth and final company that would be one of the smartest stocks to buy if the market plunges is money-center giant Bank of America (NYSE:BAC).Bank stocks like BofA are highly cyclical. Even though they can occasionally get caught up in the short-term emotions that weigh down stocks, they benefit immensely from the natural expansion of the U.S. and global economy over time. This allows patient investors in large bank stocks to build their wealth steadily over time. Not surprisingly, Bank of America is Warren Buffett's second-largest holding.What makes Bank of America such a perfect buy at the moment (and if the market continues to fall) is the upcoming shift in the Federal Reserve's monetary policy. With U.S. inflation hitting a 40-year high in January, the nation's central bank has no choice but to aggressively begin raising interest rates. No bank stock is more interest-sensitive than BofA. In its year-end report, the company noted that a 100-basis-point parallel shift in the interest rate yield curve would add an estimated $6.5 billion in net interest income.  In other words, the more inflation becomes an issue, the likelier BofA is to see a big boost to its bottom line.Also, as I've previously pointed out, Bank of America's digital push is really paying dividends. Over the past three years, it's added 5 million new digital active customers and seen the aggregate number of loan sales completed online or via app jump from 31% to 49%. It's far more cost-effective when customers transact digitally than in person or by phone. As consumers make this digital shift, BofA has consolidated some of its branches and lowered its expenses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094756199,"gmtCreate":1645241425449,"gmtModify":1676534012566,"author":{"id":"4087478847990870","authorId":"4087478847990870","name":"MGChoi","avatar":"https://static.tigerbbs.com/28464478fe1938ba3e1f14b9ed2015bc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Goof","listText":"Goof","text":"Goof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094756199","repostId":"2212614516","repostType":4,"repost":{"id":"2212614516","pubTimestamp":1645236264,"share":"https://www.laohu8.com/m/news/2212614516?lang=&edition=full","pubTime":"2022-02-19 10:04","market":"us","language":"en","title":"Market Sell-Off: 2 Bargain Growth Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2212614516","media":"Motley Fool","summary":"Wall Street is overlooking the long-term potential of these businesses.","content":"<html><head></head><body><p>The consumer price index (CPI) surged 7.5% in January, marking the largest year-over-year increase in inflation since 1982. That data has investors worried, as it may cause the Federal Reserve to raise interest rates more quickly than expected. Generally speaking, rising interest rates cause economic contraction by making it more costly to borrow money. In turn, that typically depresses corporate revenue and earnings growth, which explains why investors are pulling money out of the stock market.</p><p>However, those macroeconomic headwinds are temporary, and the indiscriminate sell-off in growth stocks creates an opportunity for long-term investors. For instance, shares of <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b> (NASDAQ:PYPL) and <b>Twilio</b> (NYSE:TWLO) currently trade 63% and 55%, respectively, below their all-time highs. But the future still looks bright for both companies.</p><p>Here&#39;s what you should know.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db7f78128d7243412ebe9e9680aea329\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. PayPal Holdings</h2><p>PayPal is a powerhouse in the fintech space. Its arsenal of products includes omnichannel commerce software and payment processing services for merchants, as well as a suite of mobile apps and shopping tools for consumers. More importantly, the company has built a reputable brand, and it has become a key enabler of e-commerce. In fact, over 75% of the largest 1,500 businesses offer PayPal at checkout, making it the world&#39;s most accepted digital wallet.</p><p>To maintain that edge, PayPal has rolled out a number of new products in recent years, including crypto brokerage services, QR Code payments, and &#34;buy now, pay later.&#34; The company has also expanded partnerships with key players in the commerce industry, bringing its digital wallet to <b>Roku</b>, <b><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></b>, and Instacart. Additionally, Venmo recently launched on<b> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a></b>&#39; travel marketplace, and it&#39;s set to go live on <b>Amazon</b> sometime this year. Those moves have helped the company grow and engage its user base.</p><p>In 2021 PayPal reached 426 million active accounts, up 13%, and transactions per active account hit 45.4, up 11%. In turn, total payment volume (TPV) soared 33% to $1.2 trillion, revenue jumped 18% to $25.4 billion, and free cash flow rose 9% to $5.4 billion. All things considered, those numbers look pretty good in an inflationary environment.</p><p>Even so, PayPal has only scratched the surface of its potential. The company puts it addressable market at $110 trillion -- 88 times its total payment volume in 2021 -- and management believes revenue will reach $50 billion by 2025, implying 18% annualized growth over the next four years. And after the recent sell-off, due in part to weak first-quarter guidance, PayPal stock currently trades at 5.3 times sales -- far cheaper than its average valuation of 8.8 times sales over the past five years. That&#39;s why now looks like a good time to buy a few shares.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F666154%2Fpayments-1.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>2. Twilio</h2><p>In today&#39;s connected world, consumers have more choices than ever before -- and if they aren&#39;t satisfied with a product or service, they can easily share that opinion with the world through social media. So enterprises that hope to build and maintain loyal customer bases must provide personalized experiences at every opportunity. And Twilio specializes in data-driven communication.</p><p>Specifically, Twilio&#39;s platform comprises a suite of tools that help developers add features like text, voice, and video to their own applications. And to supercharge that value proposition, the company acquired customer data specialist Segment in 2020. As part of Twilio, Segment&#39;s technology helps businesses collect data, surface insights, and create personalized communications.</p><p>In 2021, the International Data Corporation once again recognized Twilio as the industry leader in the communications platform as a service space, citing a broader product portfolio and a more effective growth strategy than any rival. Better yet, the report notes that Twilio is growing more quickly than the industry average, meaning the company is taking market share.</p><p>In the third quarter, Twilio surpassed 250,000 active customer accounts, growing its clientele by 20%. And the average customer spent 31% more over the last 12 months, evidencing the stickiness of its platform. In turn, revenue skyrocketed 65% to $2.5 billion. On a less optimistic note, Twilio remains unprofitable on a GAAP basis, and the company generated negative free cash flow $88.3 million over the past year. But Twilio has a strong balance with $5.4 billion in cash and short-term investments, so it can afford to burn money while its business scales.</p><p>On that note, the company puts its addressable market at over $100 billion by 2023, leaving plenty of room for future growth. And management has demonstrated its ability to innovate and execute -- most recently with the launch of Twilio Engage, an omnichannel marketing platform that helps clients create personalized ad campaigns. Going forward, as more enterprises strive to better connect with consumers, Twilio&#39;s clientele should continue to grow. And with the stock trading at 12 times sales -- well-below its five-year average of 16.4 times sales -- now looks like a good time to buy.</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>Market Sell-Off: 2 Bargain Growth Stocks to Buy Right Now</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: 2 Bargain Growth Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-19 10:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/17/market-sell-off-2-bargain-growth-stocks-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The consumer price index (CPI) surged 7.5% in January, marking the largest year-over-year increase in inflation since 1982. That data has investors worried, as it may cause the Federal Reserve to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/17/market-sell-off-2-bargain-growth-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","TWLO":"Twilio Inc","BK4527":"明星科技股","BK4116":"互联网服务与基础架构","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4106":"数据处理与外包服务","BK4528":"SaaS概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4554":"元宇宙及AR概念","PYPL":"PayPal","BK4524":"宅经济概念"},"source_url":"https://www.fool.com/investing/2022/02/17/market-sell-off-2-bargain-growth-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212614516","content_text":"The consumer price index (CPI) surged 7.5% in January, marking the largest year-over-year increase in inflation since 1982. That data has investors worried, as it may cause the Federal Reserve to raise interest rates more quickly than expected. Generally speaking, rising interest rates cause economic contraction by making it more costly to borrow money. In turn, that typically depresses corporate revenue and earnings growth, which explains why investors are pulling money out of the stock market.However, those macroeconomic headwinds are temporary, and the indiscriminate sell-off in growth stocks creates an opportunity for long-term investors. For instance, shares of PayPal Holdings (NASDAQ:PYPL) and Twilio (NYSE:TWLO) currently trade 63% and 55%, respectively, below their all-time highs. But the future still looks bright for both companies.Here's what you should know.Image source: Getty Images.1. PayPal HoldingsPayPal is a powerhouse in the fintech space. Its arsenal of products includes omnichannel commerce software and payment processing services for merchants, as well as a suite of mobile apps and shopping tools for consumers. More importantly, the company has built a reputable brand, and it has become a key enabler of e-commerce. In fact, over 75% of the largest 1,500 businesses offer PayPal at checkout, making it the world's most accepted digital wallet.To maintain that edge, PayPal has rolled out a number of new products in recent years, including crypto brokerage services, QR Code payments, and \"buy now, pay later.\" The company has also expanded partnerships with key players in the commerce industry, bringing its digital wallet to Roku, Salesforce, and Instacart. Additionally, Venmo recently launched on Booking Holdings' travel marketplace, and it's set to go live on Amazon sometime this year. Those moves have helped the company grow and engage its user base.In 2021 PayPal reached 426 million active accounts, up 13%, and transactions per active account hit 45.4, up 11%. In turn, total payment volume (TPV) soared 33% to $1.2 trillion, revenue jumped 18% to $25.4 billion, and free cash flow rose 9% to $5.4 billion. All things considered, those numbers look pretty good in an inflationary environment.Even so, PayPal has only scratched the surface of its potential. The company puts it addressable market at $110 trillion -- 88 times its total payment volume in 2021 -- and management believes revenue will reach $50 billion by 2025, implying 18% annualized growth over the next four years. And after the recent sell-off, due in part to weak first-quarter guidance, PayPal stock currently trades at 5.3 times sales -- far cheaper than its average valuation of 8.8 times sales over the past five years. That's why now looks like a good time to buy a few shares.Image source: Getty Images.2. TwilioIn today's connected world, consumers have more choices than ever before -- and if they aren't satisfied with a product or service, they can easily share that opinion with the world through social media. So enterprises that hope to build and maintain loyal customer bases must provide personalized experiences at every opportunity. And Twilio specializes in data-driven communication.Specifically, Twilio's platform comprises a suite of tools that help developers add features like text, voice, and video to their own applications. And to supercharge that value proposition, the company acquired customer data specialist Segment in 2020. As part of Twilio, Segment's technology helps businesses collect data, surface insights, and create personalized communications.In 2021, the International Data Corporation once again recognized Twilio as the industry leader in the communications platform as a service space, citing a broader product portfolio and a more effective growth strategy than any rival. Better yet, the report notes that Twilio is growing more quickly than the industry average, meaning the company is taking market share.In the third quarter, Twilio surpassed 250,000 active customer accounts, growing its clientele by 20%. And the average customer spent 31% more over the last 12 months, evidencing the stickiness of its platform. In turn, revenue skyrocketed 65% to $2.5 billion. On a less optimistic note, Twilio remains unprofitable on a GAAP basis, and the company generated negative free cash flow $88.3 million over the past year. But Twilio has a strong balance with $5.4 billion in cash and short-term investments, so it can afford to burn money while its business scales.On that note, the company puts its addressable market at over $100 billion by 2023, leaving plenty of room for future growth. And management has demonstrated its ability to innovate and execute -- most recently with the launch of Twilio Engage, an omnichannel marketing platform that helps clients create personalized ad campaigns. Going forward, as more enterprises strive to better connect with consumers, Twilio's clientele should continue to grow. And with the stock trading at 12 times sales -- well-below its five-year average of 16.4 times sales -- now looks like a good time to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096165951,"gmtCreate":1644332423382,"gmtModify":1676533913619,"author":{"id":"4087478847990870","authorId":"4087478847990870","name":"MGChoi","avatar":"https://static.tigerbbs.com/28464478fe1938ba3e1f14b9ed2015bc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096165951","repostId":"1115476391","repostType":4,"repost":{"id":"1115476391","pubTimestamp":1644328267,"share":"https://www.laohu8.com/m/news/1115476391?lang=&edition=full","pubTime":"2022-02-08 21:51","market":"us","language":"en","title":"2 Semiconductor Growth Stocks With Market-Crushing Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1115476391","media":"Motley Fool","summary":"Key PointsAdvanced Micro Devices has grown its earnings per share by 192% per year since 2019.Micron","content":"<html><head></head><body><p>Key Points</p><ul><li>Advanced Micro Devices has grown its earnings per share by 192% per year since 2019.</li><li>Micron Technology is set to benefit from the rapid growth in 5G smartphone sales and autonomous vehicles.</li></ul><p></p><p>The semiconductor sector was one of the best performers in 2021, with the <b>iShares Semiconductor ETF</b> returning 44% compared to 27% for the broad <b>S&amp;P 500</b>stock market index. It shouldn&#39;t come as a surprise, since consumer goods continue to trend further toward digitization, driving demand for increasingly advanced computer chips.</p><p>Other factors were also at play, including a persistent shortage of chips caused by pandemic-related shutdowns throughout 2020 and 2021, which has pushed semiconductor prices higher, boosting profits for the industry&#39;s manufacturers. And this tailwind could remain throughout 2022.</p><p>Analysts expect the S&amp;P 500 to return 9.6% this year, but there&#39;s a strong possibility the semiconductor sector will outperform it yet again. For investors wondering how to play this, a top Wall Street analyst firm thinks chip producers <a href=\"https://laohu8.com/S/AMD\"><b>Advanced Micro Devices</b></a> and <a href=\"https://laohu8.com/S/MU\"><b>Micron Technology</b></a> could soar by 61% and 103%, respectively. Here&#39;s why.</p><p>1. The case for <a href=\"https://laohu8.com/S/AMD\"><b>Advanced Micro Devices</b></a></p><p><b>Advanced Micro Devices</b> produces some of the most sought-after semiconductors globally, for a range of applications that include gaming, data centers, and advanced technologies like artificial intelligence and virtual reality. The company reported its full-year 2021 results on Feb. 1, revealing record revenue andearnings per shareand triggering a wave of analyst upgrades on Wall Street.</p><p>The company&#39;s chips power popular consumer products like <b>Sony</b>&#39;s PlayStation and <b>Microsoft</b>&#39;s Xbox, and AMD even inked a deal with <b>Tesla</b> in 2021 to power the infotainment systems in its Model S and Model X electric vehicles. The automotive segment could be a major source of growth for AMD in the future, as that industry trends further toward electrification and autonomous driving, which require highly advanced computing hardware.</p><p>But even in the present, the company is generating remarkable financial performance.</p><p><img src=\"https://static.tigerbbs.com/3541780cf2ce9040d9abdb17af370e56\" tg-width=\"1067\" tg-height=\"312\" width=\"100%\" height=\"auto\"/>While chip shortages and higher prices boosted AMD&#39;s profitability in 2021, the company has a significant growth opportunity in the pipeline, with its $35 billion acquisition of<b>Xilinx</b>, which is set to close in the first quarter of 2022. It will see AMD lead the industry in high-performance and adaptive computing, expanding the scope of its product portfolio and growing its total addressable market.</p><p>AMD&#39;s prospects are so bright that Wall Street firm Rosenblatt Securities thinks its stock could soar to $200 a share. That would represent a gain of 61% from its current price of $123.60, which is more than six times the expected return of the S&amp;P 500 in 2022.</p><p>2. The case for <a href=\"https://laohu8.com/S/MU\"><b>Micron Technology</b></a></p><p>Like AMD, Micron Technology&#39;ssemiconductorproducts are also in hot demand, except they serve a slightly different purpose. The company is the global leader in memory and storage chips, which are used in data centers and personal computing applications. But it&#39;s making advanced hardware for 5G technologies and the automotive industry, too.</p><p>In the modern economy, companies continue to migrate their operations online, which creates a growing need for solutions to manage and store their data. Data centers, therefore, play an increasingly critical role in the corporate world, and whether companies are spending billions of dollars building their own or outsourcing to specialistcloud serviceproviders, Micron&#39;s chips are likely featured in parts of the infrastructure.</p><p>But it&#39;s rapidly growing technologies like5Gthat are most exciting for Micron. Smartphones running on the 5G network typically need up to 50% more memory and double the storage compared to previous 4G and 3G iterations, and the company currently makes the fastest mobile DRAM product on the market. Sales of 5G-enabled smartphones could grow by 40% from 500 million units in 2021 to 700 million units in 2022, presenting an attractive opportunity for Micron over the next few years.</p><p><img src=\"https://static.tigerbbs.com/be1854906dbb16d1af1689114eeab5bc\" tg-width=\"1068\" tg-height=\"237\" width=\"100%\" height=\"auto\"/>Analysts anticipate a highly profitable year for Micron in fiscal 2022, further highlighting the beneficial environment for chip producers. But as new technologies continue to gain momentum, the company is well-placed to outperform in the future. It expects strength in its automotive segment, for example, with 2022 model electric vehicles supporting memory- and storage-hungry autonomous driving capabilities.</p><p>Wall Street firm Rosenblatt Securities predicts 103% upside for Micron stock, with a lofty price target of $165. But over the long term, that might even be conservative.</p><p></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>2 Semiconductor Growth Stocks With Market-Crushing Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Semiconductor Growth Stocks With Market-Crushing Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-08 21:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/08/2-semiconductor-growth-stocks-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsAdvanced Micro Devices has grown its earnings per share by 192% per year since 2019.Micron Technology is set to benefit from the rapid growth in 5G smartphone sales and autonomous vehicles....</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/08/2-semiconductor-growth-stocks-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2022/02/08/2-semiconductor-growth-stocks-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115476391","content_text":"Key PointsAdvanced Micro Devices has grown its earnings per share by 192% per year since 2019.Micron Technology is set to benefit from the rapid growth in 5G smartphone sales and autonomous vehicles.The semiconductor sector was one of the best performers in 2021, with the iShares Semiconductor ETF returning 44% compared to 27% for the broad S&P 500stock market index. It shouldn't come as a surprise, since consumer goods continue to trend further toward digitization, driving demand for increasingly advanced computer chips.Other factors were also at play, including a persistent shortage of chips caused by pandemic-related shutdowns throughout 2020 and 2021, which has pushed semiconductor prices higher, boosting profits for the industry's manufacturers. And this tailwind could remain throughout 2022.Analysts expect the S&P 500 to return 9.6% this year, but there's a strong possibility the semiconductor sector will outperform it yet again. For investors wondering how to play this, a top Wall Street analyst firm thinks chip producers Advanced Micro Devices and Micron Technology could soar by 61% and 103%, respectively. Here's why.1. The case for Advanced Micro DevicesAdvanced Micro Devices produces some of the most sought-after semiconductors globally, for a range of applications that include gaming, data centers, and advanced technologies like artificial intelligence and virtual reality. The company reported its full-year 2021 results on Feb. 1, revealing record revenue andearnings per shareand triggering a wave of analyst upgrades on Wall Street.The company's chips power popular consumer products like Sony's PlayStation and Microsoft's Xbox, and AMD even inked a deal with Tesla in 2021 to power the infotainment systems in its Model S and Model X electric vehicles. The automotive segment could be a major source of growth for AMD in the future, as that industry trends further toward electrification and autonomous driving, which require highly advanced computing hardware.But even in the present, the company is generating remarkable financial performance.While chip shortages and higher prices boosted AMD's profitability in 2021, the company has a significant growth opportunity in the pipeline, with its $35 billion acquisition ofXilinx, which is set to close in the first quarter of 2022. It will see AMD lead the industry in high-performance and adaptive computing, expanding the scope of its product portfolio and growing its total addressable market.AMD's prospects are so bright that Wall Street firm Rosenblatt Securities thinks its stock could soar to $200 a share. That would represent a gain of 61% from its current price of $123.60, which is more than six times the expected return of the S&P 500 in 2022.2. The case for Micron TechnologyLike AMD, Micron Technology'ssemiconductorproducts are also in hot demand, except they serve a slightly different purpose. The company is the global leader in memory and storage chips, which are used in data centers and personal computing applications. But it's making advanced hardware for 5G technologies and the automotive industry, too.In the modern economy, companies continue to migrate their operations online, which creates a growing need for solutions to manage and store their data. Data centers, therefore, play an increasingly critical role in the corporate world, and whether companies are spending billions of dollars building their own or outsourcing to specialistcloud serviceproviders, Micron's chips are likely featured in parts of the infrastructure.But it's rapidly growing technologies like5Gthat are most exciting for Micron. Smartphones running on the 5G network typically need up to 50% more memory and double the storage compared to previous 4G and 3G iterations, and the company currently makes the fastest mobile DRAM product on the market. Sales of 5G-enabled smartphones could grow by 40% from 500 million units in 2021 to 700 million units in 2022, presenting an attractive opportunity for Micron over the next few years.Analysts anticipate a highly profitable year for Micron in fiscal 2022, further highlighting the beneficial environment for chip producers. But as new technologies continue to gain momentum, the company is well-placed to outperform in the future. It expects strength in its automotive segment, for example, with 2022 model electric vehicles supporting memory- and storage-hungry autonomous driving capabilities.Wall Street firm Rosenblatt Securities predicts 103% upside for Micron stock, with a lofty price target of $165. But over the long term, that might even be conservative.","news_type":1},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001579326,"gmtCreate":1641289079919,"gmtModify":1676533593336,"author":{"id":"4087478847990870","authorId":"4087478847990870","name":"MGChoi","avatar":"https://static.tigerbbs.com/28464478fe1938ba3e1f14b9ed2015bc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001579326","repostId":"1185614216","repostType":4,"repost":{"id":"1185614216","pubTimestamp":1641282619,"share":"https://www.laohu8.com/m/news/1185614216?lang=&edition=full","pubTime":"2022-01-04 15:50","market":"us","language":"en","title":"Apple could surge 27% in bull-case scenario as new AR headset adds $20 to its stock price, Wedbush says","url":"https://stock-news.laohu8.com/highlight/detail?id=1185614216","media":"Markets Insider","summary":"Apple's stock price could soar 27% to $225 in a bull-case scenario, according to Dan Ives of Wedbush","content":"<html><head></head><body><ul><li><b>Apple&#39;s stock price could soar 27% to $225 in a bull-case scenario, according to Dan Ives of Wedbush.</b></li><li><b>He laid out his case in a Sunday note for why Apple&#39;s services business is worth $1.5 trillion.</b></li><li><b>Ives expects a summer 2022 launch of a new AR headset that could add $20 to Apple&#39;s stock price.</b></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d555c99958ee0ce8a2a87aec318b698\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>An Apple shop in Istanbul, Turkey.</span></p><p>Apple&#39;s record run in 2021 could spill over into 2022, based on projections from Wedbush analyst Dan Ives.</p><p>He reiterated a $225 bull-case scenario price target for Apple, according to a Sunday note, representing potential upside of 27% from Friday&#39;s close.</p><p>Apple stock closed up 2.5% to $182.01 on Monday to a valuation just shy of $3 trillion. Shares need to reach $182.85 to hit that milestone again.</p><p>According to Ives, the gains could continue due to a strong demand cycle for the iPhone, Apple&#39;s fast-growing services business, and new product introductions.</p><p>&#34;Based on our supply chain checks over the last few weeks, we believe demand is outstripping supply for Apple by roughly 12 million units in the December quarter which now will add to the tailwinds for Cupertino in the March and June quarters as the supply chain issues ease in 1H22,&#34; he explained.</p><p>Apple&#39;s services business will remain a key driver for the company as it is expected to beat investor expectations in its upcoming quarterly results. An ongoing re-rating of Apple will depend on the growth coming from subscription services, which Ives estimates is worth $1.5 trillion, or about half of Apple&#39;s current value.</p><p>&#34;The Services business is further monetizing the Apple golden installed base and poised to reach $100 billion [in] annual revenue by 2024,&#34; he said.</p><p>New potential product introductions like an AR headset could add upwards of $20 per share to Apple&#39;s stock price, or a value of more than $325 billion. This product would catapult Apple into the metaverse ecosystem, according to Ives.</p><p>&#34;The highly anticipated AR headset Apple Glasses will make its debut in 2H2022 (summer timeframe) based on our recent Asia checks and could add $20 per share to the sum-of-the-parts valuation of Apple given this massive market opportunity,&#34; he explained.</p><p>Another potential product that has potential to move the revenue needle for Apple is a car,which Ives believes is &#34;aggressively ramping up... behind closed doors,&#34; the note said. Ives expects an Apple Car to be introduced by 2025.</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 could surge 27% in bull-case scenario as new AR headset adds $20 to its stock price, Wedbush 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\">\nApple could surge 27% in bull-case scenario as new AR headset adds $20 to its stock price, Wedbush says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-04 15:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/apple-stock-price-outlook-upside-ar-headset-augmented-reality-product-2022-1><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's stock price could soar 27% to $225 in a bull-case scenario, according to Dan Ives of Wedbush.He laid out his case in a Sunday note for why Apple's services business is worth $1.5 trillion.Ives...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/apple-stock-price-outlook-upside-ar-headset-augmented-reality-product-2022-1\">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"},"source_url":"https://markets.businessinsider.com/news/stocks/apple-stock-price-outlook-upside-ar-headset-augmented-reality-product-2022-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185614216","content_text":"Apple's stock price could soar 27% to $225 in a bull-case scenario, according to Dan Ives of Wedbush.He laid out his case in a Sunday note for why Apple's services business is worth $1.5 trillion.Ives expects a summer 2022 launch of a new AR headset that could add $20 to Apple's stock price.An Apple shop in Istanbul, Turkey.Apple's record run in 2021 could spill over into 2022, based on projections from Wedbush analyst Dan Ives.He reiterated a $225 bull-case scenario price target for Apple, according to a Sunday note, representing potential upside of 27% from Friday's close.Apple stock closed up 2.5% to $182.01 on Monday to a valuation just shy of $3 trillion. Shares need to reach $182.85 to hit that milestone again.According to Ives, the gains could continue due to a strong demand cycle for the iPhone, Apple's fast-growing services business, and new product introductions.\"Based on our supply chain checks over the last few weeks, we believe demand is outstripping supply for Apple by roughly 12 million units in the December quarter which now will add to the tailwinds for Cupertino in the March and June quarters as the supply chain issues ease in 1H22,\" he explained.Apple's services business will remain a key driver for the company as it is expected to beat investor expectations in its upcoming quarterly results. An ongoing re-rating of Apple will depend on the growth coming from subscription services, which Ives estimates is worth $1.5 trillion, or about half of Apple's current value.\"The Services business is further monetizing the Apple golden installed base and poised to reach $100 billion [in] annual revenue by 2024,\" he said.New potential product introductions like an AR headset could add upwards of $20 per share to Apple's stock price, or a value of more than $325 billion. This product would catapult Apple into the metaverse ecosystem, according to Ives.\"The highly anticipated AR headset Apple Glasses will make its debut in 2H2022 (summer timeframe) based on our recent Asia checks and could add $20 per share to the sum-of-the-parts valuation of Apple given this massive market opportunity,\" he explained.Another potential product that has potential to move the revenue needle for Apple is a car,which Ives believes is \"aggressively ramping up... behind closed doors,\" the note said. Ives expects an Apple Car to be introduced by 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001579913,"gmtCreate":1641289054425,"gmtModify":1676533593323,"author":{"id":"4087478847990870","authorId":"4087478847990870","name":"MGChoi","avatar":"https://static.tigerbbs.com/28464478fe1938ba3e1f14b9ed2015bc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001579913","repostId":"1191374252","repostType":4,"repost":{"id":"1191374252","pubTimestamp":1641278128,"share":"https://www.laohu8.com/m/news/1191374252?lang=&edition=full","pubTime":"2022-01-04 14:35","market":"us","language":"en","title":"Citi Is Bullish on Lucid Stock. Where Is the Rest of Wall Street?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191374252","media":"Barrons","summary":"Citigroup is staying bullish on electric-vehicle startup Lucid to start the new year. AnalystItay Mi","content":"<html><head></head><body><p>Citigroup is staying bullish on electric-vehicle startup Lucid to start the new year. AnalystItay Michaeliresumed coverage of Lucid with a Buy rating and $57 price target.</p><p>Lucid (ticker: LCID) stock rose 7.6% Monday. The S&amp;P 500 and Dow Jones Industrial Average rose about 0.6% and 0.7%, respectively.</p><p>Analysts can suspend coverage of a stock for a number of reasons, chief among them is a requirement to do so when the bank is working with the company on a large project. Citi declined to comment about the reason for Michaeli’s recent coverage suspension.</p><p>But he’s back and the $57 target price is the highest on Wall Street, according to Bloomberg and FactSet. Lucid targets are all over the place, ranging from about $16 to $57 a share.</p><p>That isn’t much help to investors. The number of ratings doesn’t help much either. There are only four people covering Lucid stock, according to Bloomberg. Two rate shares at Buy, one has a Hold rating and one a Sell.</p><p>Lucid stock, however, is valued at about $63 billion. A car company of that size should have 20-plus analysts covering the stock.Rivian Automotive(RIVN), another EV startup, has about 15 analysts covering the stock.</p><p>Rivian, however, became publicly traded in a traditional initial public offering. Lucid went public via as SPAC merger. That can be one reason for the difference in coverage. Still, Lucid finished its merger months ago. It’s a little odd, frankly, that so few have picked up coverage of a stock worth so much.</p><p>The $57 price target values Lucid at about at almost $100 billion. That would make it one of the most valuable car companies on the planet.</p><p>“We are constructive on the Lucid story and its position in the EV/Car of the Future theme,” wrote the analyst in a report on Monday. He believes Lucid has industry leading range and charging performance as well as solid internally developed self-driving features.</p><p>Still, he notes that Lucid is pre-sales. The company is just on the cusp of delivering volume of its first luxury sedan, the Lucid Air, in 2022. For now, Michaeli prefers the potential of Lucid to the more established EV player Tesla(TSLA). Michaeli actually rates Tesla stock Sell. His recent Tesla target price was $262, valuing that stock at about $262 billion.</p></body></html>","source":"lsy1601382232898","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>Citi Is Bullish on Lucid Stock. Where Is the Rest of 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\">\nCiti Is Bullish on Lucid Stock. Where Is the Rest of Wall Street?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-04 14:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/lucid-stock-price-citi-bullish-buy-51641219705?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Citigroup is staying bullish on electric-vehicle startup Lucid to start the new year. AnalystItay Michaeliresumed coverage of Lucid with a Buy rating and $57 price target.Lucid (ticker: LCID) stock ...</p>\n\n<a href=\"https://www.barrons.com/articles/lucid-stock-price-citi-bullish-buy-51641219705?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"https://www.barrons.com/articles/lucid-stock-price-citi-bullish-buy-51641219705?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191374252","content_text":"Citigroup is staying bullish on electric-vehicle startup Lucid to start the new year. AnalystItay Michaeliresumed coverage of Lucid with a Buy rating and $57 price target.Lucid (ticker: LCID) stock rose 7.6% Monday. The S&P 500 and Dow Jones Industrial Average rose about 0.6% and 0.7%, respectively.Analysts can suspend coverage of a stock for a number of reasons, chief among them is a requirement to do so when the bank is working with the company on a large project. Citi declined to comment about the reason for Michaeli’s recent coverage suspension.But he’s back and the $57 target price is the highest on Wall Street, according to Bloomberg and FactSet. Lucid targets are all over the place, ranging from about $16 to $57 a share.That isn’t much help to investors. The number of ratings doesn’t help much either. There are only four people covering Lucid stock, according to Bloomberg. Two rate shares at Buy, one has a Hold rating and one a Sell.Lucid stock, however, is valued at about $63 billion. A car company of that size should have 20-plus analysts covering the stock.Rivian Automotive(RIVN), another EV startup, has about 15 analysts covering the stock.Rivian, however, became publicly traded in a traditional initial public offering. Lucid went public via as SPAC merger. That can be one reason for the difference in coverage. Still, Lucid finished its merger months ago. It’s a little odd, frankly, that so few have picked up coverage of a stock worth so much.The $57 price target values Lucid at about at almost $100 billion. That would make it one of the most valuable car companies on the planet.“We are constructive on the Lucid story and its position in the EV/Car of the Future theme,” wrote the analyst in a report on Monday. He believes Lucid has industry leading range and charging performance as well as solid internally developed self-driving features.Still, he notes that Lucid is pre-sales. The company is just on the cusp of delivering volume of its first luxury sedan, the Lucid Air, in 2022. For now, Michaeli prefers the potential of Lucid to the more established EV player Tesla(TSLA). Michaeli actually rates Tesla stock Sell. His recent Tesla target price was $262, valuing that stock at about $262 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9094756212,"gmtCreate":1645241450082,"gmtModify":1676534012573,"author":{"id":"4087478847990870","authorId":"4087478847990870","name":"MGChoi","avatar":"https://static.tigerbbs.com/28464478fe1938ba3e1f14b9ed2015bc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094756212","repostId":"2212268576","repostType":4,"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094756199,"gmtCreate":1645241425449,"gmtModify":1676534012566,"author":{"id":"4087478847990870","authorId":"4087478847990870","name":"MGChoi","avatar":"https://static.tigerbbs.com/28464478fe1938ba3e1f14b9ed2015bc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Goof","listText":"Goof","text":"Goof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094756199","repostId":"2212614516","repostType":4,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001579326,"gmtCreate":1641289079919,"gmtModify":1676533593336,"author":{"id":"4087478847990870","authorId":"4087478847990870","name":"MGChoi","avatar":"https://static.tigerbbs.com/28464478fe1938ba3e1f14b9ed2015bc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001579326","repostId":"1185614216","repostType":4,"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075490602,"gmtCreate":1658238122706,"gmtModify":1676536126283,"author":{"id":"4087478847990870","authorId":"4087478847990870","name":"MGChoi","avatar":"https://static.tigerbbs.com/28464478fe1938ba3e1f14b9ed2015bc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075490602","repostId":"1130997965","repostType":4,"repost":{"id":"1130997965","pubTimestamp":1658223819,"share":"https://www.laohu8.com/m/news/1130997965?lang=&edition=full","pubTime":"2022-07-19 17:43","market":"us","language":"en","title":"The Big Tech Apples May Have Further to Fall?","url":"https://stock-news.laohu8.com/highlight/detail?id=1130997965","media":"Bloomberg","summary":"Apple of the Market’s EyeThere’s no doubt what Monday’s biggest market news was in New York. Apple I","content":"<html><head></head><body><p><b>Apple of the Market’s Eye</b></p><p>There’s no doubt what Monday’s biggest market news was in New York. Apple Inc. stock fell more than 2% in its worst session in almost three weeks after Bloomberg revealed the company’s plans to slow hiring and spending to cope with a potential economic downturn. The news, shortly after midday, sparked an immediate tumble.</p><p><img src=\"https://static.tigerbbs.com/75e8cba754cf5ef5d07c43411b24f33f\" tg-width=\"1000\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>Until now, shares of the iPhone-maker had fallen roughly 17% for the year, in step with the broader market rout. The announcement undercut the market, with other big “FANG” internet platforms such as Alphabet Inc. and Microsoft Corp. also falling. The tech stalwart had been among the companies that beat Wall Street expectations throughout the pandemic, and had come to be seen as a defensive stock, so any negative news was bound to hurt sentiment across the market.</p><p>The development was particularly unwelcome as it came just as the tech sector appeared ready to rally. The Nasdaq 100, down 27% for the year so far, had briefly managed to get above its 50-day moving average on Monday, suggesting that the relentless downward trend was over — but the index failed to stay there, thanks in large part to Apple.</p><p><img src=\"https://static.tigerbbs.com/c8865f39c565e2fe056f4ea9e05bc0eb\" tg-width=\"1000\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>There have been hopes that valuation is at last looking favorable for the tech sector once more — although this gets a little harder to sustain on closer examination. The spread between the prospective earnings multiples of the S&amp;P 500 Information Technology Sector and the benchmark S&amp;P 500 started this year at the highest it had been since 2004. A “healthy correction” was in order, and what looks like some seriously unhealthy speculative excess has now been wrung out of the market. However, it’s worth noting that from the Great Financial Crisis through to about 2018, tech basically traded at the same multiple as the rest of the market. Tech’s premium could easily fall further from here:</p><p><img src=\"https://static.tigerbbs.com/4127afed9347713bf291fc04a27c4584\" tg-width=\"1000\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>There is a similar message from the tech index’s P/E ratio judged in its own right. It has slipped to 20.6 on Monday, having peaked above 30 in the first year of the pandemic. But 20 appears to be the level at which it hit a plateau in 2017 and 2018 — again while it looks like the excess has been blown off thetop, there’s no particular reason to think that the multiple can rebound.</p><p><img src=\"https://static.tigerbbs.com/f5c45ff60e2c3fba21870e2132590fb0\" tg-width=\"1000\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>Investors will get more clarity this week when more tech heavyweights report earnings following mixed results from major banks. Netflix Inc., savagely punished for disappointing results so far this year, will kick off the FANG stocks Tuesday evening. This is the season for all companies to get bad news off their chests, so the chances of a durable rebound should be much stronger once investors believe they know the worst.</p><p>Nicholas Colas, co-founder of DataTrek Research, would “prefer to get bullish” on US large-cap tech once he sees second-quarter earnings season, which will include third-quarter guidance. This, even as Wall Street’s forecast still remains relatively optimistic. “Even still, the return math says the Nasdaq is pretty washed out here on a relative basis,” he said.</p><blockquote><ul><li><i>While the surge in US tech stocks just after the March 2020 stock market lows was statistically remarkable, it was nothing like the dot com bubble. The peak in post-Pandemic Crisis NASDAQ outperformance was 21 points in August 2020. That is just over two standard deviations (18.4 points, as calculated above). By contrast, the 2000 dot com bubble saw the NASDAQ outperform the S&amp;P 500 by 77 points, which is nine standard deviations.</i></li></ul><ul><li><i>The NASDAQ rarely underperforms the S&amp;P 500 by much more than 6.8 points over 100 days, which is one standard deviation from the relative return mean... It exceeded those levels in late May 2022, at 11 points of relative underperformance.</i></li></ul><ul><li><i>The NASDAQ has underperformed the S&amp;P 500 by 4.3 points over the last 100 days, well within one standard deviation.</i></li></ul></blockquote><p>All of this suggests that the sector could have further to fall if the news is bad. Still, if earnings of tech companies prove profitable, or traders can be convinced that the worst news is known, it may solidify its status as the new defensive play, at least for now.</p><p>Colas is not alone in suggesting that the conditions for a bottom are not in place, despite the recent signs of life in the tech sector. Tom Essaye, a former Merrill Lynch trader who founded The Sevens Report, continues to suggest that some broader macro landmarks need to be passed before the market can make a durable bottom. His list is as follows:</p><blockquote><i>1. Chinese Lockdowns Ease and Growth Recovers — The Chinese economy has largely reopened, but this week’s shutdown in Macau and mass testing in Shanghai and other regions show that “Zero COVID” remains partially in effect and as a result, the threat of lockdowns will continue to weigh on Chinese stocks and the outlook for the global economy.</i></blockquote><blockquote><i>2. Inflation Peaks and Declines and the Fed Eases Off the Hawkish Rhetoric — Obviously we’re not close on this yet. The June CPI printed above 9% and it’s essentially a “toss up” as to whether we get a 75bps hike or a 100bps hike.</i></blockquote><blockquote><i>3. Geopolitical Tensions Decline — Certain commodities like wheat and corn have declined to pre-collision levels, as markets are hopeful that grain shipments from Ukraine will start again soon. But energy commodities, despite large drops, remain above pre-invasion levels (oil and natural gas). Additionally, the drops have been driven by fears of a global recession crimping demand and lack of export capacity in the US (for natural gas), not on some geopolitical improvement.</i></blockquote><p>Until these macroeconomic factors are resolved, and it could take a while, Essaye does not think the June low in equities is the bottom, while the market remains vulnerable to any disappointments. Apple delivered just such a disappointment on Monday; now the question is whether further ones lie ahead.</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 Big Tech Apples May Have Further to Fall?</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 Big Tech Apples May Have Further to Fall?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 17:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2022-07-19/apple-s-thud-suggests-big-tech-s-pandemic-era-premiums-could-fall-further?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple of the Market’s EyeThere’s no doubt what Monday’s biggest market news was in New York. Apple Inc. stock fell more than 2% in its worst session in almost three weeks after Bloomberg revealed the ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2022-07-19/apple-s-thud-suggests-big-tech-s-pandemic-era-premiums-could-fall-further?srnd=markets-vp\">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"},"source_url":"https://www.bloomberg.com/opinion/articles/2022-07-19/apple-s-thud-suggests-big-tech-s-pandemic-era-premiums-could-fall-further?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130997965","content_text":"Apple of the Market’s EyeThere’s no doubt what Monday’s biggest market news was in New York. Apple Inc. stock fell more than 2% in its worst session in almost three weeks after Bloomberg revealed the company’s plans to slow hiring and spending to cope with a potential economic downturn. The news, shortly after midday, sparked an immediate tumble.Until now, shares of the iPhone-maker had fallen roughly 17% for the year, in step with the broader market rout. The announcement undercut the market, with other big “FANG” internet platforms such as Alphabet Inc. and Microsoft Corp. also falling. The tech stalwart had been among the companies that beat Wall Street expectations throughout the pandemic, and had come to be seen as a defensive stock, so any negative news was bound to hurt sentiment across the market.The development was particularly unwelcome as it came just as the tech sector appeared ready to rally. The Nasdaq 100, down 27% for the year so far, had briefly managed to get above its 50-day moving average on Monday, suggesting that the relentless downward trend was over — but the index failed to stay there, thanks in large part to Apple.There have been hopes that valuation is at last looking favorable for the tech sector once more — although this gets a little harder to sustain on closer examination. The spread between the prospective earnings multiples of the S&P 500 Information Technology Sector and the benchmark S&P 500 started this year at the highest it had been since 2004. A “healthy correction” was in order, and what looks like some seriously unhealthy speculative excess has now been wrung out of the market. However, it’s worth noting that from the Great Financial Crisis through to about 2018, tech basically traded at the same multiple as the rest of the market. Tech’s premium could easily fall further from here:There is a similar message from the tech index’s P/E ratio judged in its own right. It has slipped to 20.6 on Monday, having peaked above 30 in the first year of the pandemic. But 20 appears to be the level at which it hit a plateau in 2017 and 2018 — again while it looks like the excess has been blown off thetop, there’s no particular reason to think that the multiple can rebound.Investors will get more clarity this week when more tech heavyweights report earnings following mixed results from major banks. Netflix Inc., savagely punished for disappointing results so far this year, will kick off the FANG stocks Tuesday evening. This is the season for all companies to get bad news off their chests, so the chances of a durable rebound should be much stronger once investors believe they know the worst.Nicholas Colas, co-founder of DataTrek Research, would “prefer to get bullish” on US large-cap tech once he sees second-quarter earnings season, which will include third-quarter guidance. This, even as Wall Street’s forecast still remains relatively optimistic. “Even still, the return math says the Nasdaq is pretty washed out here on a relative basis,” he said.While the surge in US tech stocks just after the March 2020 stock market lows was statistically remarkable, it was nothing like the dot com bubble. The peak in post-Pandemic Crisis NASDAQ outperformance was 21 points in August 2020. That is just over two standard deviations (18.4 points, as calculated above). By contrast, the 2000 dot com bubble saw the NASDAQ outperform the S&P 500 by 77 points, which is nine standard deviations.The NASDAQ rarely underperforms the S&P 500 by much more than 6.8 points over 100 days, which is one standard deviation from the relative return mean... It exceeded those levels in late May 2022, at 11 points of relative underperformance.The NASDAQ has underperformed the S&P 500 by 4.3 points over the last 100 days, well within one standard deviation.All of this suggests that the sector could have further to fall if the news is bad. Still, if earnings of tech companies prove profitable, or traders can be convinced that the worst news is known, it may solidify its status as the new defensive play, at least for now.Colas is not alone in suggesting that the conditions for a bottom are not in place, despite the recent signs of life in the tech sector. Tom Essaye, a former Merrill Lynch trader who founded The Sevens Report, continues to suggest that some broader macro landmarks need to be passed before the market can make a durable bottom. His list is as follows:1. Chinese Lockdowns Ease and Growth Recovers — The Chinese economy has largely reopened, but this week’s shutdown in Macau and mass testing in Shanghai and other regions show that “Zero COVID” remains partially in effect and as a result, the threat of lockdowns will continue to weigh on Chinese stocks and the outlook for the global economy.2. Inflation Peaks and Declines and the Fed Eases Off the Hawkish Rhetoric — Obviously we’re not close on this yet. The June CPI printed above 9% and it’s essentially a “toss up” as to whether we get a 75bps hike or a 100bps hike.3. Geopolitical Tensions Decline — Certain commodities like wheat and corn have declined to pre-collision levels, as markets are hopeful that grain shipments from Ukraine will start again soon. But energy commodities, despite large drops, remain above pre-invasion levels (oil and natural gas). Additionally, the drops have been driven by fears of a global recession crimping demand and lack of export capacity in the US (for natural gas), not on some geopolitical improvement.Until these macroeconomic factors are resolved, and it could take a while, Essaye does not think the June low in equities is the bottom, while the market remains vulnerable to any disappointments. Apple delivered just such a disappointment on Monday; now the question is whether further ones lie ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096165951,"gmtCreate":1644332423382,"gmtModify":1676533913619,"author":{"id":"4087478847990870","authorId":"4087478847990870","name":"MGChoi","avatar":"https://static.tigerbbs.com/28464478fe1938ba3e1f14b9ed2015bc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096165951","repostId":"1115476391","repostType":4,"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001579913,"gmtCreate":1641289054425,"gmtModify":1676533593323,"author":{"id":"4087478847990870","authorId":"4087478847990870","name":"MGChoi","avatar":"https://static.tigerbbs.com/28464478fe1938ba3e1f14b9ed2015bc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001579913","repostId":"1191374252","repostType":4,"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259699406442544,"gmtCreate":1704413648228,"gmtModify":1704413652296,"author":{"id":"4087478847990870","authorId":"4087478847990870","name":"MGChoi","avatar":"https://static.tigerbbs.com/28464478fe1938ba3e1f14b9ed2015bc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Gogogo!!! Tiger tycoon","listText":"Gogogo!!! Tiger tycoon","text":"Gogogo!!! Tiger tycoon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259699406442544","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962605805,"gmtCreate":1669766593308,"gmtModify":1676538237820,"author":{"id":"4087478847990870","authorId":"4087478847990870","name":"MGChoi","avatar":"https://static.tigerbbs.com/28464478fe1938ba3e1f14b9ed2015bc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Goal","listText":"Goal","text":"Goal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962605805","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060731347,"gmtCreate":1651192674508,"gmtModify":1676534867325,"author":{"id":"4087478847990870","authorId":"4087478847990870","name":"MGChoi","avatar":"https://static.tigerbbs.com/28464478fe1938ba3e1f14b9ed2015bc","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060731347","repostId":"1141206949","repostType":4,"repost":{"id":"1141206949","pubTimestamp":1651159350,"share":"https://www.laohu8.com/m/news/1141206949?lang=&edition=full","pubTime":"2022-04-28 23:22","market":"us","language":"en","title":"Apple Is the Ultimate Market Bellwether","url":"https://stock-news.laohu8.com/highlight/detail?id=1141206949","media":"InvestorPlace","summary":"As Apple goes, so will the market","content":"<html><head></head><body><ul><li><b>Apple</b> (<b><u>AAPL</u></b>) today is a value stock, a defensive play.</li><li>Apple revenue is still driven by product sales, not cloud services.</li><li>As Apple goes, so goes the market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53eed4be5befbbd8306571258b550a0c\" tg-width=\"1600\" tg-height=\"900\" width=\"100%\" height=\"auto\"/><span>Source: Eric Broder Van Dyke / Shutterstock.com</span></p><p><b>Apple</b> (NASDAQ:<b><u>AAPL</u></b>) stock today is what <b>International Business Machines</b> (NYSE:<b><u>IBM</u></b>) was a generation ago and what <b>General Motors</b> (NYSE:<b><u>GM</u></b>) was a generation before that.</p><p>It’s the ultimate market bellwether.</p><p>A quick look at a stock chart shows this clearly. Since the start of 2022 Apple has risen when the market has risen, fallen when it has fallen. On the year, shares are down 9.6%. The <b>S&amp;P 500</b> is down 11%.</p><p>This is not necessarily good news for Apple shareholders like me. For a decade Apple has been a clear way to beat the market, a superior growth stock. Over the last 5 years it has averaged a 69% rise each year. It has also delivered consistent and rising dividends, although they currently yield just .54%.</p><p>Now,it’s a value stock.</p><p><b>Why AAPL Stock Fell</b></p><p>AAPL stock fell for the same reason the whole market did.</p><p>Inflation and rising interest rates have compressed earnings multiples. They are expected to compress margins. When you could get a mortgage for 2%, it made sense to buy stocks trading at 25 or 30 times earnings. Today, with mortgages costing 5%, the median S&amp;P stock trades at just 15 times earnings, in line with historic averages.</p><p>Since Apple has proven a superior investment over time, it deserves a superior multiple. It opened for trade April 28 selling at 26 times earnings. The stock’s price was $160, a market cap of $2.55 trillion. No company had been worth more than $1 trillion before Apple. Only Saudi Aramco is worth more today.</p><p>Apple is trading higher today because analysts expect it to beat earnings estimates. The consensus estimate is for $1.43/share of earnings on revenue of $94 billion. But the “whisper number,” the open secret analysts may say to another in hushed voices, is for earnings of $1.57/share.</p><p>If Apple beats the whisper number, expect the whole market to rise. If it fails to even beat the consensus estimate, the whole market will fall.</p><p><b>What’s Apple Today?</b></p><p>I count Apple among the “Cloud Czars.” It’s one of five companies that invested heavily in networks of cloud data centers, paying for them with cash. These companies — Apple, <b>Microsoft</b> (NASDAQ:<b><u>MSFT</u></b>), <b>Alphabet</b> (NASDAQ:<b><u>GOOG</u></b>,<b><u>GOOGL</u></b>), <b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) and <b>Meta Platforms</b> (NASDAQ:<b><u>FB</u></b>) — now dominate the world economy.</p><p>But the Czars are very different. The value of Apple stock is still driven more by its device sales than its service revenue. In its December quarter, just 16% of Apple’s $124 billion in revenue came from services.</p><p>Analysts remain attached to Apple’s cloud services revenue because it’s enormously profitable. Last quarter, Apple spent just $5.4 billion to draw $19.5 billion in service revenue. It spent $64.3 billion on products that brought in $104.4 billion.</p><p>But Apple results are still based on sales of iPhones, iMacs and other gear. They’re still highly seasonal. Revenue for the Christmas quarter can be 30-40% higher than in other quarters. That’s not the case with Microsoft, which is driven by its Azure cloud. Last year Microsoft’s June quarter saw more revenue than the previous December.</p><p><b>The Bottom Line on AAPL Stock</b></p><p>So long as inflation remains elevated and interest rates rise, Apple stock will provide little shelter from the storm.</p><p>A diversified portfolio, however, needs to have some Apple in it, for when market conditions improve.</p><p>I believe those conditions will improve because of technology’s deflationary effect. Entire professions have been replaced by cloud services in the last decade. Many more will be in the current one. This saves money for both consumers and businesses. It lets workers focus on higher-value tasks. If finds solutions to once intractable problems in supply chains and in retail channels. It creates new value where none existed and makes commerce available everywhere.</p><p>Apple and clouds are why America’s economy today dominates the world.</p></body></html>","source":"lsy1606302653667","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 Is the Ultimate Market Bellwether</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 Is the Ultimate Market Bellwether\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/aapl-stock-is-the-ultimate-market-bellwether/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (AAPL) today is a value stock, a defensive play.Apple revenue is still driven by product sales, not cloud services.As Apple goes, so goes the market.Source: Eric Broder Van Dyke / Shutterstock....</p>\n\n<a href=\"https://investorplace.com/2022/04/aapl-stock-is-the-ultimate-market-bellwether/\">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"},"source_url":"https://investorplace.com/2022/04/aapl-stock-is-the-ultimate-market-bellwether/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141206949","content_text":"Apple (AAPL) today is a value stock, a defensive play.Apple revenue is still driven by product sales, not cloud services.As Apple goes, so goes the market.Source: Eric Broder Van Dyke / Shutterstock.comApple (NASDAQ:AAPL) stock today is what International Business Machines (NYSE:IBM) was a generation ago and what General Motors (NYSE:GM) was a generation before that.It’s the ultimate market bellwether.A quick look at a stock chart shows this clearly. Since the start of 2022 Apple has risen when the market has risen, fallen when it has fallen. On the year, shares are down 9.6%. The S&P 500 is down 11%.This is not necessarily good news for Apple shareholders like me. For a decade Apple has been a clear way to beat the market, a superior growth stock. Over the last 5 years it has averaged a 69% rise each year. It has also delivered consistent and rising dividends, although they currently yield just .54%.Now,it’s a value stock.Why AAPL Stock FellAAPL stock fell for the same reason the whole market did.Inflation and rising interest rates have compressed earnings multiples. They are expected to compress margins. When you could get a mortgage for 2%, it made sense to buy stocks trading at 25 or 30 times earnings. Today, with mortgages costing 5%, the median S&P stock trades at just 15 times earnings, in line with historic averages.Since Apple has proven a superior investment over time, it deserves a superior multiple. It opened for trade April 28 selling at 26 times earnings. The stock’s price was $160, a market cap of $2.55 trillion. No company had been worth more than $1 trillion before Apple. Only Saudi Aramco is worth more today.Apple is trading higher today because analysts expect it to beat earnings estimates. The consensus estimate is for $1.43/share of earnings on revenue of $94 billion. But the “whisper number,” the open secret analysts may say to another in hushed voices, is for earnings of $1.57/share.If Apple beats the whisper number, expect the whole market to rise. If it fails to even beat the consensus estimate, the whole market will fall.What’s Apple Today?I count Apple among the “Cloud Czars.” It’s one of five companies that invested heavily in networks of cloud data centers, paying for them with cash. These companies — Apple, Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG,GOOGL), Amazon (NASDAQ:AMZN) and Meta Platforms (NASDAQ:FB) — now dominate the world economy.But the Czars are very different. The value of Apple stock is still driven more by its device sales than its service revenue. In its December quarter, just 16% of Apple’s $124 billion in revenue came from services.Analysts remain attached to Apple’s cloud services revenue because it’s enormously profitable. Last quarter, Apple spent just $5.4 billion to draw $19.5 billion in service revenue. It spent $64.3 billion on products that brought in $104.4 billion.But Apple results are still based on sales of iPhones, iMacs and other gear. They’re still highly seasonal. Revenue for the Christmas quarter can be 30-40% higher than in other quarters. That’s not the case with Microsoft, which is driven by its Azure cloud. Last year Microsoft’s June quarter saw more revenue than the previous December.The Bottom Line on AAPL StockSo long as inflation remains elevated and interest rates rise, Apple stock will provide little shelter from the storm.A diversified portfolio, however, needs to have some Apple in it, for when market conditions improve.I believe those conditions will improve because of technology’s deflationary effect. Entire professions have been replaced by cloud services in the last decade. Many more will be in the current one. This saves money for both consumers and businesses. It lets workers focus on higher-value tasks. If finds solutions to once intractable problems in supply chains and in retail channels. It creates new value where none existed and makes commerce available everywhere.Apple and clouds are why America’s economy today dominates the world.","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}