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Huhu88

Huhu88

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2021-08-23

Nice article. Thanks for sharing.

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2021-08-18

Nice

3 Stocks I'm Never Selling

2022-04-23

Thanks

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2021-08-22

Go

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2021-08-18

Nice

3 Stocks I'm Never Selling

2022-03-27

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2021-09-19

?

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2021-08-23

Good

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2022-09-13

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Peloton, Oracle, Planet Labs And More: U.S. Stocks To Watch

2022-01-15

Thank you

Semiconductor stocks jumped in morning trading, with Marvell Technology and TSM rising over 3%

2021-09-19

?

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2021-09-03

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2022-02-01

👍

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2022-01-17

Thanks

Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year

2022-01-16

Thanks

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2021-09-23

Finally

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2021-09-19

Thanks for sharing

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2021-08-22

Go!

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2021-08-17

Good chance

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2022-08-19

Great

@JC888:$Alphabet(GOOGL)$ Blue chip is blue chip. Android for 5G mobile will be one of its its nxt growth component?

Go to Tiger App to see more news

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I would like to share it.","listText":"Great article! I would like to share it.","text":"Great article! I would like to share it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935773454","repostId":"9935748690","repostType":1,"repost":{"id":9935748690,"gmtCreate":1663147198711,"gmtModify":1676537214196,"author":{"id":"4119072940563712","authorId":"4119072940563712","name":"TradingLounge","avatar":"https://community-static.tradeup.com/news/e3847b140dde3f0115931dbd158233e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119072940563712","authorIdStr":"4119072940563712"},"themes":[],"title":"Pepsico Inc.(PEP:NASDAQ) Elliott Wave Technical Analysis September 14 2022","htmlText":"Pepsico Inc., Elliott Wave Technical AnalysisPepsico Inc.,(PEP:NASDAQ): Daily Chart, September 14 2022,&nbsp;PEPStock Market Analysis:Moving as expected from the previous forecast. Looking at this point for a potential pivotal point to be found within a few days.PEP Elliott Wave count:&nbsp;&nbsp;{c} of 2.PEPTrading Strategy:Waiting for a bottom in place for wave 2 and upside resumption.PEPTechnical Indicators:We past the point of control, however we have strong volume slightly below of where we stand now.TradingLounge Analyst: Alessio BarrettaPepsico Inc.,TTD: 4-hour Chart, September 14 2022Pepsico Inc.,Elliott Wave Technical AnalysisPEP Stock Market Analysis: Perhaps we are just in wave (iii) of {c} therefore I would be expecting further downside.PEPElliott Wave count:&nbsp;(iii) of {c}.","listText":"Pepsico Inc., Elliott Wave Technical AnalysisPepsico Inc.,(PEP:NASDAQ): Daily Chart, September 14 2022,&nbsp;PEPStock Market Analysis:Moving as expected from the previous forecast. Looking at this point for a potential pivotal point to be found within a few days.PEP Elliott Wave count:&nbsp;&nbsp;{c} of 2.PEPTrading Strategy:Waiting for a bottom in place for wave 2 and upside resumption.PEPTechnical Indicators:We past the point of control, however we have strong volume slightly below of where we stand now.TradingLounge Analyst: Alessio BarrettaPepsico Inc.,TTD: 4-hour Chart, September 14 2022Pepsico Inc.,Elliott Wave Technical AnalysisPEP Stock Market Analysis: Perhaps we are just in wave (iii) of {c} therefore I would be expecting further downside.PEPElliott Wave count:&nbsp;(iii) of {c}.","text":"Pepsico Inc., Elliott Wave Technical AnalysisPepsico Inc.,(PEP:NASDAQ): Daily Chart, September 14 2022, PEPStock Market Analysis:Moving as expected from the previous forecast. Looking at this point for a potential pivotal point to be found within a few days.PEP Elliott Wave count: {c} of 2.PEPTrading Strategy:Waiting for a bottom in place for wave 2 and upside resumption.PEPTechnical Indicators:We past the point of control, however we have strong volume slightly below of where we stand now.TradingLounge Analyst: Alessio BarrettaPepsico Inc.,TTD: 4-hour Chart, September 14 2022Pepsico Inc.,Elliott Wave Technical AnalysisPEP Stock Market Analysis: Perhaps we are just in wave (iii) of {c} therefore I would be expecting further downside.PEPElliott Wave count: (iii) of {c}.","images":[{"img":"https://community-static.tradeup.com/news/270574e908998daa66fc57df5cf98f2a"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935748690","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935880274,"gmtCreate":1663066631199,"gmtModify":1676537195012,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935880274","repostId":"1103196069","repostType":4,"repost":{"id":"1103196069","kind":"news","pubTimestamp":1663059438,"share":"https://ttm.financial/m/news/1103196069?lang=&edition=fundamental","pubTime":"2022-09-13 16:57","market":"us","language":"en","title":"Peloton, Oracle, Planet Labs And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1103196069","media":"Benzinga","summary":"With US stock futures trading higher this morning on Tuesday, some of the stocks that may grab inves","content":"<div>\n<p>With US stock futures trading higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Peloton slid over 2% in premarket trading; its co-founder John Foley ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/09/28842395/core-main-planet-labs-and-3-stocks-to-watch-heading-into-tuesday\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Peloton, Oracle, Planet Labs And More: U.S. Stocks To Watch</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPeloton, Oracle, Planet Labs And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/09/28842395/core-main-planet-labs-and-3-stocks-to-watch-heading-into-tuesday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Peloton slid over 2% in premarket trading; its co-founder John Foley ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/09/28842395/core-main-planet-labs-and-3-stocks-to-watch-heading-into-tuesday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","PTON":"Peloton Interactive, Inc.","PL":"Planet  Labs Pbc","EPM":"Evolution Petroleum","CNM":"Core & Main, Inc."},"source_url":"https://www.benzinga.com/news/earnings/22/09/28842395/core-main-planet-labs-and-3-stocks-to-watch-heading-into-tuesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103196069","content_text":"With US stock futures trading higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Peloton slid over 2% in premarket trading; its co-founder John Foley and other senior leaders are leaving the company in a management shake-up as the maker of connected exercise equipment races to turn itself aroundWall Street expects Core & Main, Inc. to report quarterly earnings at $0.47 per share on revenue of $1.63 billion. Core & Main shares gained 3.7% to $25.40 in after-hours trading.Oracle Corporation posted downbeat earnings for its first quarter. However, the company issued positive commentary on revenue growth expectations for the coming quarters. Oracle shares gained 1.4% to $78.19 in the pre-market trading session.Analysts expect Evolution Petroleum Corporation to post quarterly earnings $0.41 per share on revenue of $38.18 million for the latest quarter. The company will release earnings after the markets close.Planet Labs PBC reported better-than-expected Q2 results and boosted its FY23 sales guidance. Planet Labs shares jumped 10.5% to $5.99 in the pre-market trading session.Codiak BioSciences, Inc. reported pricing of $20 million public offering of common stock and warrants. Codiak BioSciences shares dipped 12.6% to $1.46 in pre-market trading.","news_type":1,"symbols_score_info":{"EPM":0.9,"CDAK":0.9,"PTON":0.9,"PL":0.9,"CNM":0.9,"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":2129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933056314,"gmtCreate":1662182690038,"gmtModify":1676537015163,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933056314","repostId":"9939777676","repostType":1,"repost":{"id":9939777676,"gmtCreate":1662172963395,"gmtModify":1676537012881,"author":{"id":"4117780656658592","authorId":"4117780656658592","name":"Puru chan","avatar":"https://community-static.tradeup.com/news/26e4b5965ef78ff7ef03c21d8eafd995","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4117780656658592","authorIdStr":"4117780656658592"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>New restrictions on exports of cutting-edge chips from Nvidia Corp to China have signaled an escalation of the U.S. crackdown on Beijing's technological prowess and alarmed investors already worried about an industry downturn.Shares of Nvidia fell 11% to $133.46 on Thursday, wiping out more than $40 billion in market value and dragging the Philadelphia SE Semiconductor Index down by more than 4%.The U.S. move to restrict exports of two of Nvidia's top computing chips for artificial intelligence - the H100 and A100 - to China could hurt the company's business in the key market, according to a filing on Wednesday.The action by Washington comes as tensions rise over access to advanced chip technology and the future of Taiwan, where","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>New restrictions on exports of cutting-edge chips from Nvidia Corp to China have signaled an escalation of the U.S. crackdown on Beijing's technological prowess and alarmed investors already worried about an industry downturn.Shares of Nvidia fell 11% to $133.46 on Thursday, wiping out more than $40 billion in market value and dragging the Philadelphia SE Semiconductor Index down by more than 4%.The U.S. move to restrict exports of two of Nvidia's top computing chips for artificial intelligence - the H100 and A100 - to China could hurt the company's business in the key market, according to a filing on Wednesday.The action by Washington comes as tensions rise over access to advanced chip technology and the future of Taiwan, where","text":"$NVIDIA Corp(NVDA)$New restrictions on exports of cutting-edge chips from Nvidia Corp to China have signaled an escalation of the U.S. crackdown on Beijing's technological prowess and alarmed investors already worried about an industry downturn.Shares of Nvidia fell 11% to $133.46 on Thursday, wiping out more than $40 billion in market value and dragging the Philadelphia SE Semiconductor Index down by more than 4%.The U.S. move to restrict exports of two of Nvidia's top computing chips for artificial intelligence - the H100 and A100 - to China could hurt the company's business in the key market, according to a filing on Wednesday.The action by Washington comes as tensions rise over access to advanced chip technology and the future of Taiwan, where","images":[{"img":"https://community-static.tradeup.com/news/33d74ae4ba7cb5d363ffc0919ba8ed2c","width":"750","height":"1550"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939777676","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998958710,"gmtCreate":1660922026233,"gmtModify":1676536424154,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9998958710","repostId":"9998950363","repostType":1,"repost":{"id":9998950363,"gmtCreate":1660921533655,"gmtModify":1676536424031,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>&nbsp;Blue chip is blue chip.&nbsp; Android for 5G mobile&nbsp;will be one of its&nbsp;its nxt growth component?&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>&nbsp;Blue chip is blue chip.&nbsp; Android for 5G mobile&nbsp;will be one of its&nbsp;its nxt growth component?&nbsp;","text":"$Alphabet(GOOGL)$ Blue chip is blue chip. Android for 5G mobile will be one of its its nxt growth component?","images":[{"img":"https://community-static.tradeup.com/news/21002c2662fd4a81ebd4839ef1d6db8a","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998950363","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906116082,"gmtCreate":1659494992349,"gmtModify":1705980997955,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906116082","repostId":"1135966025","repostType":4,"repost":{"id":"1135966025","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1659494212,"share":"https://ttm.financial/m/news/1135966025?lang=&edition=fundamental","pubTime":"2022-08-03 10:36","market":"us","language":"en","title":"Tiger Chart | Big Tech Earnings Recap: Tesla's Net Profit Soars, and Amazon Is the King of Cash","url":"https://stock-news.laohu8.com/highlight/detail?id=1135966025","media":"Tiger Newspress","summary":"Big Tech earnings are coming to an end. Tesla's net profit soars, and Amazon is the king of cash.The","content":"<html><head></head><body><p>Big Tech earnings are coming to an end. Tesla&#39;s net profit soars, and Amazon is the king of cash.</p><p>The latest earnings are that Microsoft and Google reported stable revenue growth and margins that are unchanged from recent macro conditions. The strong margins were especially welcomed as many companies have been missing on operating margins and cash flow. Meanwhile, Microsoft delivered free cash flow of $17.8 billion and net profits of $16.7 billion along with upbeat guidance for the year. Similarly, Google reported strong free cash flow of $12.6 billion and net profits of $16 billion in the recent quarter.</p><p>The same was not true for Meta, which primarily stumbled on its Q3 guide. The company reported its first decline in revenue in company history and guidance for next quarter missed due to FX headwinds. Analyst expectations for Q3 were for $30.4 billion, or 5% growth. Instead, the company guided for $26 billion to $28.5 billion, or a YoY decline of 6% at the mid-point of the guidance with the current exchange rates creating a 6% headwind.</p><p><img src=\"https://static.tigerbbs.com/78210f275c8b6655199e86f675fc4852\" tg-width=\"1500\" tg-height=\"1407\" width=\"100%\" height=\"auto\"/></p><p><b>Amazon: Consumer Demand Resile</b></p><p>Amazon.com Inc said it expects a jump in third-quarter revenue, as the retailer collects bigger fees from Prime loyalty subscriptions and as consumer demand remained high in spite of rising inflation.</p><p>Amazon, like much of the retail industry, is facing a reckoning. Major rival Walmart Inc this week said it would make much less this year than it once expected. U.S. consumer confidence has tumbled to a recent low, and some are sticking to lower-priced essentials to manage economic woes.</p><p>That has not stopped Amazon. The online retailer projected net sales between $125 billion and $130 billion for the summer period, while analysts were expecting only $126.42 billion, according to IBES data from Refinitiv.</p><p>Still, sales growth has slowed year-over-year in some of the retailer&#39;s business segments. In North America, the company&#39;s largest market, net sales climbed 10% in the just-ended second quarter, compared with a 22% gain in the same period a year ago. Its international unit saw an outright decline of 12%.</p><p><b>Apple: Strong results despite challenges</b></p><p>Apple released strong results despite the challenging macro environment, strong US dollar, and supply chain issues. Revenue grew by 1.9% YoY to $83 billion, which was in-line with the analysts&#39; estimates. It reported EPS of $1.20, which beat estimates by $0.04 (4% beat).</p><p>The product segment revenue declined marginally by 0.9% YoY to $63.4 billion and the services segment revenue grew by 12% YoY to $19.6 billion. The company’s installed base of active devices reached an all-time high. It had more than 860 million of paid subscriptions, up 160 million in the past year.</p><p>The company did not give exact revenue guidance for the next quarter. Tim Cook, CEO of the company, said in the earnings call,<i>“We’re going to accelerate revenues in the September quarter as compared to the June quarter and will decelerate on the Services side.”</i></p><p>The company’s gross margin was 43.26%, compared to 43.75% in the previous quarter and 43.29% in the same period last year. It was above the management’s guidance of 42% to 43%.</p><p>Net income was $19.4 billion or $1.20 per share compared to $21.7 billion or $1.30 per share in the same period last year. It beat the analysts&#39; EPS estimates by $0.04.</p><p>The company had cash and marketable securities of $179 billion and a debt of $120 billion. The company reported strong operating cash flows of $23 billion (28% of revenue). The company returned over $28 billion to the shareholders in the recent quarter in the form of dividends and share repurchases.</p><p><b>Tesla: Profit</b> <b>Beats Estimates, Keeps 50% Output Growth Target</b></p><p>Tesla on Wednesday reported a smaller-than-expected drop in quarterly profit, helped by a string of price increases for its cars, which Elon Musk later said were &#34;embarrassingly high&#34; and could hurt demand.</p><p>Tesla also sold a majority of its bitcoin holdings, which led to smaller-than-expected impairment charges caused by a decline in the value of the cryptocurrency, analysts said.</p><p>Chief Financial Officer Zachary Kirkhorn said Tesla was still pushing to reach 50% growth in deliveries this year, adding that while the target had become more difficult, &#34;it remains possible with strong execution.&#34;</p><p>Tesla&#39;s China factory ended the second quarter with a record monthly production level, after being forced to shut down due to COVID-19 related lockdowns.</p><p>Musk said new factories in Berlin and Texas aimed to produce 5,000 cars a week by the end of the year, adding that Berlin produced 1,000 cars a week in June. He had previously said the new factories were &#34;gigantic money furnaces.&#34;</p><p>The EV maker posted an adjusted profit of $2.27 per share for the second quarter ended June versus analysts&#39; consensus estimates of $1.81.</p><p>Automotive gross margin fell to 27.9%, down from a year earlier and the preceding quarter.</p><p>Total revenue fell to $16.93 billion from $18.76 billion a quarter earlier, ending its streak of posting record revenue in recent quarters. Analysts expected $17.10 billion, according to Refinitiv.</p><p><b>Alphabet: Search is Resilient</b></p><p>The company reported revenue of 13%, or 16% in constant currency, for a total of $69.7 billion. The operating margin was flat year-over-year, which is a win. Operating expenses grew 24% yet the operating margin was in line with previous quarters at 28% for $19.58 billion in operating income.</p><p>The net margin was a bit weaker than previous quarters in 2021 at $16 billion yet in line with last quarter. The company has free cash flow of $12.6 billion. The company has $125 billion in cash and marketable securities. The company reported EPS of $1.21 compared to $1.36 for the same period last year.</p><p>Search was stable given the current environment at 13.5% growth to $40 billion and this provided relief that not all ad spend has been paused. Search was strong last quarter at 24% growth to $40 billion, and was flat sequentially in terms of total dollar amount.</p><p>The effects of Google’s large R&amp;D department and advances in AI cannot be overstated when it comes to the resiliency of Search in the current environment. We are getting a very slight glimpse of what’s to come for Google in terms of its advertising dominance.</p><p>The expectations were that YouTube would weigh on the report yet YouTube provided a bit of growth at 5% year-over-year. The company was adamant that YouTube growth is low because of the tough comps. The tough comps was touched on many times, such as this: “the modest year-on-year growth rate primarily reflects lapping the uniquely strong performance in the second quarter of 2021.”</p><p>Notably, Google Cloud slowed to 35.6% growth down from 43.8% growth last quarter. This means Google Cloud is growing slower than Azure on a lower revenue base. This is something to monitor in the future.</p><p><b>Microsoft: Double-Digit Guide for FY2023</b></p><p>Many tech companies are declining to give guidance while Microsoft’s management provided strong guidance in both Q1 FY2023 and for FY2023. For Q1 FY2023, management provided a 10% guide across product lines for next quarter (this includes FX headwinds) and also provided guidance for fiscal year 2023 ending in June: “We continue to expect double-digit revenue and operating income growth in both constant currency and U.S. dollars. Revenue growth will be driven by continued momentum in our commercial business and a focus on share gains across our portfolio.”</p><p>Revenue grew by 12% YoY to $51.9 billion (missed Wall Street analysts&#39; estimates by 0.94%) and EPS came at $2.23 (missed estimates by 2.9%). The strong US dollar negatively impacted the revenue by $595 million and EPS by $0.04. Microsoft Cloud revenue grew by 28% YoY to $25 billion. The company’s results are good considering the various macro uncertainties, China lockdown, and the strong US dollar. FY2022 revenue grew by 18% YoY to $198.3 billion and net income increased by 19% YoY to $72.7 billion.</p><p>The company’s gross income increased 10% YoY to $35.4 billion. The gross margin decreased by 147 bps to 68.2% when compared to the same period last year. Excluding the impact from the change in the accounting estimate, the gross margin was relatively unchanged.</p><p>The operating income increased by 8% YoY to $20.5 billion. The operating margin decreased by 187 bps to 39.5%. Excluding the impact from the change in the accounting estimate and FX, the operating margin would be relatively unchanged.</p><p>The company’s cash flows continued to be strong in the recent quarter. Cash from operations grew by 8% YoY to $24.6 billion (47% of revenue) and free cash flow increased by 9% YoY to $17.8 billion (34% of revenue). The company has cash and investments of $104.8 billion and debt of $49.8 billion.</p><p>Despite weakness in PCs, the company’s other segments continue to grow. Intelligent Cloud grew 20% YoY to $20.9 billion and Productivity and Business Processes segment grew 13% YoY to $16.6 billion.</p><p>The company also made an accounting change in the useful life for server and network equipment assets from four to six years which will extend the depreciation expenses for the company.</p><p>Amy Hood said in the earnings call, “<i>First, effective at the start of FY &#39;23, we are extending the depreciable useful life for server and network equipment assets in our cloud infrastructure from 4 to 6 years, which will apply to the asset balances on our balance sheet as of June 30, 2022, as well as future asset purchases.</i></p><p><i>As a result, based on the outstanding balances as of June 30, we expect fiscal year &#39;23 operating income to be favorably impacted by approximately $3.7 billion for the full fiscal year and approximately $1.1 billion in the first quarter.”</i></p><p><b>Meta: Misses Q3 Expectations</b></p><p>The market does not need a perfect quarter for Q2 given the numerous headwinds facing tech companies. What the market does need is a sign that a company may have bottomed and is able to guide growth (even if minimal) from Q2-Q3.</p><p>In Q2, Meta’s revenue declined for the first time in history. This was expected. However, what was not expected was the lower guide for the next quarter. The company guided for $26 billion to $28.5 billion, or a YoY decline of 6% at the mid-point of the guidance. The guidance takes into consideration the weak advertising demand the company experienced in the recent quarter and also the foreign exchange headwinds of 6%. The investors were expecting a return of growth in the next quarter.</p><p>The company had a slight beat on DAUs at 1.97 billion versus 1.96 billion expected. Monthly users were 2.93 billion slightly missed expectations of 2.94 billion.</p><p>Operating expenses rose 22% YoY to $20.4 billion. This led to the drop in the operating margin to 29% in the recent quarter compared to 43% in the same period last year. It also led to the 36% YoY drop in the net income to $6.69 billion. The EPS came at $2.46 compared to $3.61 in Q2 2021.</p><p>The company is looking to further reduce the operating expenses for the year to $85 billion to $88 billion from the last quarter guidance of $87 billion to $92 million and the prior estimate of $90 billion to $95 billion.</p><p><b>Netflix: Customer Growth Forecast Eases Wall Street Concerns</b></p><p>Netflix averted its own worst-case scenario of subscriber losses, posting a nearly 1 million drop from April through June, and predicted it would return to customer growth during the third quarter.</p><p>Investors took the forecast as a signal that Netflix could still find new subscribers despite a rocky global economy and signs of saturation in its biggest market, the United States and Canada.</p><p>Netflix lost 1.3 million customers in the United States and Canada in the second quarter, and 770,000 in Europe, the Middle East and Africa. That was offset by a gain of nearly 1.1 million members in the Asia/Pacific region.</p><p>Netflix remains the dominant streaming service with nearly 221 million global paid subscribers. Co-CEO Ted Sarandos said the company still sees room for &#34;enormous&#34; growth by attracting many of the billions of people worldwide who have yet to sign up.</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>Tiger Chart | Big Tech Earnings Recap: Tesla's Net Profit Soars, and Amazon Is the King of Cash</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\">\nTiger Chart | Big Tech Earnings Recap: Tesla's Net Profit Soars, and Amazon Is the King of Cash\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-03 10:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Big Tech earnings are coming to an end. Tesla&#39;s net profit soars, and Amazon is the king of cash.</p><p>The latest earnings are that Microsoft and Google reported stable revenue growth and margins that are unchanged from recent macro conditions. The strong margins were especially welcomed as many companies have been missing on operating margins and cash flow. Meanwhile, Microsoft delivered free cash flow of $17.8 billion and net profits of $16.7 billion along with upbeat guidance for the year. Similarly, Google reported strong free cash flow of $12.6 billion and net profits of $16 billion in the recent quarter.</p><p>The same was not true for Meta, which primarily stumbled on its Q3 guide. The company reported its first decline in revenue in company history and guidance for next quarter missed due to FX headwinds. Analyst expectations for Q3 were for $30.4 billion, or 5% growth. Instead, the company guided for $26 billion to $28.5 billion, or a YoY decline of 6% at the mid-point of the guidance with the current exchange rates creating a 6% headwind.</p><p><img src=\"https://static.tigerbbs.com/78210f275c8b6655199e86f675fc4852\" tg-width=\"1500\" tg-height=\"1407\" width=\"100%\" height=\"auto\"/></p><p><b>Amazon: Consumer Demand Resile</b></p><p>Amazon.com Inc said it expects a jump in third-quarter revenue, as the retailer collects bigger fees from Prime loyalty subscriptions and as consumer demand remained high in spite of rising inflation.</p><p>Amazon, like much of the retail industry, is facing a reckoning. Major rival Walmart Inc this week said it would make much less this year than it once expected. U.S. consumer confidence has tumbled to a recent low, and some are sticking to lower-priced essentials to manage economic woes.</p><p>That has not stopped Amazon. The online retailer projected net sales between $125 billion and $130 billion for the summer period, while analysts were expecting only $126.42 billion, according to IBES data from Refinitiv.</p><p>Still, sales growth has slowed year-over-year in some of the retailer&#39;s business segments. In North America, the company&#39;s largest market, net sales climbed 10% in the just-ended second quarter, compared with a 22% gain in the same period a year ago. Its international unit saw an outright decline of 12%.</p><p><b>Apple: Strong results despite challenges</b></p><p>Apple released strong results despite the challenging macro environment, strong US dollar, and supply chain issues. Revenue grew by 1.9% YoY to $83 billion, which was in-line with the analysts&#39; estimates. It reported EPS of $1.20, which beat estimates by $0.04 (4% beat).</p><p>The product segment revenue declined marginally by 0.9% YoY to $63.4 billion and the services segment revenue grew by 12% YoY to $19.6 billion. The company’s installed base of active devices reached an all-time high. It had more than 860 million of paid subscriptions, up 160 million in the past year.</p><p>The company did not give exact revenue guidance for the next quarter. Tim Cook, CEO of the company, said in the earnings call,<i>“We’re going to accelerate revenues in the September quarter as compared to the June quarter and will decelerate on the Services side.”</i></p><p>The company’s gross margin was 43.26%, compared to 43.75% in the previous quarter and 43.29% in the same period last year. It was above the management’s guidance of 42% to 43%.</p><p>Net income was $19.4 billion or $1.20 per share compared to $21.7 billion or $1.30 per share in the same period last year. It beat the analysts&#39; EPS estimates by $0.04.</p><p>The company had cash and marketable securities of $179 billion and a debt of $120 billion. The company reported strong operating cash flows of $23 billion (28% of revenue). The company returned over $28 billion to the shareholders in the recent quarter in the form of dividends and share repurchases.</p><p><b>Tesla: Profit</b> <b>Beats Estimates, Keeps 50% Output Growth Target</b></p><p>Tesla on Wednesday reported a smaller-than-expected drop in quarterly profit, helped by a string of price increases for its cars, which Elon Musk later said were &#34;embarrassingly high&#34; and could hurt demand.</p><p>Tesla also sold a majority of its bitcoin holdings, which led to smaller-than-expected impairment charges caused by a decline in the value of the cryptocurrency, analysts said.</p><p>Chief Financial Officer Zachary Kirkhorn said Tesla was still pushing to reach 50% growth in deliveries this year, adding that while the target had become more difficult, &#34;it remains possible with strong execution.&#34;</p><p>Tesla&#39;s China factory ended the second quarter with a record monthly production level, after being forced to shut down due to COVID-19 related lockdowns.</p><p>Musk said new factories in Berlin and Texas aimed to produce 5,000 cars a week by the end of the year, adding that Berlin produced 1,000 cars a week in June. He had previously said the new factories were &#34;gigantic money furnaces.&#34;</p><p>The EV maker posted an adjusted profit of $2.27 per share for the second quarter ended June versus analysts&#39; consensus estimates of $1.81.</p><p>Automotive gross margin fell to 27.9%, down from a year earlier and the preceding quarter.</p><p>Total revenue fell to $16.93 billion from $18.76 billion a quarter earlier, ending its streak of posting record revenue in recent quarters. Analysts expected $17.10 billion, according to Refinitiv.</p><p><b>Alphabet: Search is Resilient</b></p><p>The company reported revenue of 13%, or 16% in constant currency, for a total of $69.7 billion. The operating margin was flat year-over-year, which is a win. Operating expenses grew 24% yet the operating margin was in line with previous quarters at 28% for $19.58 billion in operating income.</p><p>The net margin was a bit weaker than previous quarters in 2021 at $16 billion yet in line with last quarter. The company has free cash flow of $12.6 billion. The company has $125 billion in cash and marketable securities. The company reported EPS of $1.21 compared to $1.36 for the same period last year.</p><p>Search was stable given the current environment at 13.5% growth to $40 billion and this provided relief that not all ad spend has been paused. Search was strong last quarter at 24% growth to $40 billion, and was flat sequentially in terms of total dollar amount.</p><p>The effects of Google’s large R&amp;D department and advances in AI cannot be overstated when it comes to the resiliency of Search in the current environment. We are getting a very slight glimpse of what’s to come for Google in terms of its advertising dominance.</p><p>The expectations were that YouTube would weigh on the report yet YouTube provided a bit of growth at 5% year-over-year. The company was adamant that YouTube growth is low because of the tough comps. The tough comps was touched on many times, such as this: “the modest year-on-year growth rate primarily reflects lapping the uniquely strong performance in the second quarter of 2021.”</p><p>Notably, Google Cloud slowed to 35.6% growth down from 43.8% growth last quarter. This means Google Cloud is growing slower than Azure on a lower revenue base. This is something to monitor in the future.</p><p><b>Microsoft: Double-Digit Guide for FY2023</b></p><p>Many tech companies are declining to give guidance while Microsoft’s management provided strong guidance in both Q1 FY2023 and for FY2023. For Q1 FY2023, management provided a 10% guide across product lines for next quarter (this includes FX headwinds) and also provided guidance for fiscal year 2023 ending in June: “We continue to expect double-digit revenue and operating income growth in both constant currency and U.S. dollars. Revenue growth will be driven by continued momentum in our commercial business and a focus on share gains across our portfolio.”</p><p>Revenue grew by 12% YoY to $51.9 billion (missed Wall Street analysts&#39; estimates by 0.94%) and EPS came at $2.23 (missed estimates by 2.9%). The strong US dollar negatively impacted the revenue by $595 million and EPS by $0.04. Microsoft Cloud revenue grew by 28% YoY to $25 billion. The company’s results are good considering the various macro uncertainties, China lockdown, and the strong US dollar. FY2022 revenue grew by 18% YoY to $198.3 billion and net income increased by 19% YoY to $72.7 billion.</p><p>The company’s gross income increased 10% YoY to $35.4 billion. The gross margin decreased by 147 bps to 68.2% when compared to the same period last year. Excluding the impact from the change in the accounting estimate, the gross margin was relatively unchanged.</p><p>The operating income increased by 8% YoY to $20.5 billion. The operating margin decreased by 187 bps to 39.5%. Excluding the impact from the change in the accounting estimate and FX, the operating margin would be relatively unchanged.</p><p>The company’s cash flows continued to be strong in the recent quarter. Cash from operations grew by 8% YoY to $24.6 billion (47% of revenue) and free cash flow increased by 9% YoY to $17.8 billion (34% of revenue). The company has cash and investments of $104.8 billion and debt of $49.8 billion.</p><p>Despite weakness in PCs, the company’s other segments continue to grow. Intelligent Cloud grew 20% YoY to $20.9 billion and Productivity and Business Processes segment grew 13% YoY to $16.6 billion.</p><p>The company also made an accounting change in the useful life for server and network equipment assets from four to six years which will extend the depreciation expenses for the company.</p><p>Amy Hood said in the earnings call, “<i>First, effective at the start of FY &#39;23, we are extending the depreciable useful life for server and network equipment assets in our cloud infrastructure from 4 to 6 years, which will apply to the asset balances on our balance sheet as of June 30, 2022, as well as future asset purchases.</i></p><p><i>As a result, based on the outstanding balances as of June 30, we expect fiscal year &#39;23 operating income to be favorably impacted by approximately $3.7 billion for the full fiscal year and approximately $1.1 billion in the first quarter.”</i></p><p><b>Meta: Misses Q3 Expectations</b></p><p>The market does not need a perfect quarter for Q2 given the numerous headwinds facing tech companies. What the market does need is a sign that a company may have bottomed and is able to guide growth (even if minimal) from Q2-Q3.</p><p>In Q2, Meta’s revenue declined for the first time in history. This was expected. However, what was not expected was the lower guide for the next quarter. The company guided for $26 billion to $28.5 billion, or a YoY decline of 6% at the mid-point of the guidance. The guidance takes into consideration the weak advertising demand the company experienced in the recent quarter and also the foreign exchange headwinds of 6%. The investors were expecting a return of growth in the next quarter.</p><p>The company had a slight beat on DAUs at 1.97 billion versus 1.96 billion expected. Monthly users were 2.93 billion slightly missed expectations of 2.94 billion.</p><p>Operating expenses rose 22% YoY to $20.4 billion. This led to the drop in the operating margin to 29% in the recent quarter compared to 43% in the same period last year. It also led to the 36% YoY drop in the net income to $6.69 billion. The EPS came at $2.46 compared to $3.61 in Q2 2021.</p><p>The company is looking to further reduce the operating expenses for the year to $85 billion to $88 billion from the last quarter guidance of $87 billion to $92 million and the prior estimate of $90 billion to $95 billion.</p><p><b>Netflix: Customer Growth Forecast Eases Wall Street Concerns</b></p><p>Netflix averted its own worst-case scenario of subscriber losses, posting a nearly 1 million drop from April through June, and predicted it would return to customer growth during the third quarter.</p><p>Investors took the forecast as a signal that Netflix could still find new subscribers despite a rocky global economy and signs of saturation in its biggest market, the United States and Canada.</p><p>Netflix lost 1.3 million customers in the United States and Canada in the second quarter, and 770,000 in Europe, the Middle East and Africa. That was offset by a gain of nearly 1.1 million members in the Asia/Pacific region.</p><p>Netflix remains the dominant streaming service with nearly 221 million global paid subscribers. Co-CEO Ted Sarandos said the company still sees room for &#34;enormous&#34; growth by attracting many of the billions of people worldwide who have yet to sign up.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","NFLX":"奈飞","TSLA":"特斯拉","AAPL":"苹果","AMZN":"亚马逊","META":"Meta Platforms, Inc.","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135966025","content_text":"Big Tech earnings are coming to an end. Tesla's net profit soars, and Amazon is the king of cash.The latest earnings are that Microsoft and Google reported stable revenue growth and margins that are unchanged from recent macro conditions. The strong margins were especially welcomed as many companies have been missing on operating margins and cash flow. Meanwhile, Microsoft delivered free cash flow of $17.8 billion and net profits of $16.7 billion along with upbeat guidance for the year. Similarly, Google reported strong free cash flow of $12.6 billion and net profits of $16 billion in the recent quarter.The same was not true for Meta, which primarily stumbled on its Q3 guide. The company reported its first decline in revenue in company history and guidance for next quarter missed due to FX headwinds. Analyst expectations for Q3 were for $30.4 billion, or 5% growth. Instead, the company guided for $26 billion to $28.5 billion, or a YoY decline of 6% at the mid-point of the guidance with the current exchange rates creating a 6% headwind.Amazon: Consumer Demand ResileAmazon.com Inc said it expects a jump in third-quarter revenue, as the retailer collects bigger fees from Prime loyalty subscriptions and as consumer demand remained high in spite of rising inflation.Amazon, like much of the retail industry, is facing a reckoning. Major rival Walmart Inc this week said it would make much less this year than it once expected. U.S. consumer confidence has tumbled to a recent low, and some are sticking to lower-priced essentials to manage economic woes.That has not stopped Amazon. The online retailer projected net sales between $125 billion and $130 billion for the summer period, while analysts were expecting only $126.42 billion, according to IBES data from Refinitiv.Still, sales growth has slowed year-over-year in some of the retailer's business segments. In North America, the company's largest market, net sales climbed 10% in the just-ended second quarter, compared with a 22% gain in the same period a year ago. Its international unit saw an outright decline of 12%.Apple: Strong results despite challengesApple released strong results despite the challenging macro environment, strong US dollar, and supply chain issues. Revenue grew by 1.9% YoY to $83 billion, which was in-line with the analysts' estimates. It reported EPS of $1.20, which beat estimates by $0.04 (4% beat).The product segment revenue declined marginally by 0.9% YoY to $63.4 billion and the services segment revenue grew by 12% YoY to $19.6 billion. The company’s installed base of active devices reached an all-time high. It had more than 860 million of paid subscriptions, up 160 million in the past year.The company did not give exact revenue guidance for the next quarter. Tim Cook, CEO of the company, said in the earnings call,“We’re going to accelerate revenues in the September quarter as compared to the June quarter and will decelerate on the Services side.”The company’s gross margin was 43.26%, compared to 43.75% in the previous quarter and 43.29% in the same period last year. It was above the management’s guidance of 42% to 43%.Net income was $19.4 billion or $1.20 per share compared to $21.7 billion or $1.30 per share in the same period last year. It beat the analysts' EPS estimates by $0.04.The company had cash and marketable securities of $179 billion and a debt of $120 billion. The company reported strong operating cash flows of $23 billion (28% of revenue). The company returned over $28 billion to the shareholders in the recent quarter in the form of dividends and share repurchases.Tesla: Profit Beats Estimates, Keeps 50% Output Growth TargetTesla on Wednesday reported a smaller-than-expected drop in quarterly profit, helped by a string of price increases for its cars, which Elon Musk later said were \"embarrassingly high\" and could hurt demand.Tesla also sold a majority of its bitcoin holdings, which led to smaller-than-expected impairment charges caused by a decline in the value of the cryptocurrency, analysts said.Chief Financial Officer Zachary Kirkhorn said Tesla was still pushing to reach 50% growth in deliveries this year, adding that while the target had become more difficult, \"it remains possible with strong execution.\"Tesla's China factory ended the second quarter with a record monthly production level, after being forced to shut down due to COVID-19 related lockdowns.Musk said new factories in Berlin and Texas aimed to produce 5,000 cars a week by the end of the year, adding that Berlin produced 1,000 cars a week in June. He had previously said the new factories were \"gigantic money furnaces.\"The EV maker posted an adjusted profit of $2.27 per share for the second quarter ended June versus analysts' consensus estimates of $1.81.Automotive gross margin fell to 27.9%, down from a year earlier and the preceding quarter.Total revenue fell to $16.93 billion from $18.76 billion a quarter earlier, ending its streak of posting record revenue in recent quarters. Analysts expected $17.10 billion, according to Refinitiv.Alphabet: Search is ResilientThe company reported revenue of 13%, or 16% in constant currency, for a total of $69.7 billion. The operating margin was flat year-over-year, which is a win. Operating expenses grew 24% yet the operating margin was in line with previous quarters at 28% for $19.58 billion in operating income.The net margin was a bit weaker than previous quarters in 2021 at $16 billion yet in line with last quarter. The company has free cash flow of $12.6 billion. The company has $125 billion in cash and marketable securities. The company reported EPS of $1.21 compared to $1.36 for the same period last year.Search was stable given the current environment at 13.5% growth to $40 billion and this provided relief that not all ad spend has been paused. Search was strong last quarter at 24% growth to $40 billion, and was flat sequentially in terms of total dollar amount.The effects of Google’s large R&D department and advances in AI cannot be overstated when it comes to the resiliency of Search in the current environment. We are getting a very slight glimpse of what’s to come for Google in terms of its advertising dominance.The expectations were that YouTube would weigh on the report yet YouTube provided a bit of growth at 5% year-over-year. The company was adamant that YouTube growth is low because of the tough comps. The tough comps was touched on many times, such as this: “the modest year-on-year growth rate primarily reflects lapping the uniquely strong performance in the second quarter of 2021.”Notably, Google Cloud slowed to 35.6% growth down from 43.8% growth last quarter. This means Google Cloud is growing slower than Azure on a lower revenue base. This is something to monitor in the future.Microsoft: Double-Digit Guide for FY2023Many tech companies are declining to give guidance while Microsoft’s management provided strong guidance in both Q1 FY2023 and for FY2023. For Q1 FY2023, management provided a 10% guide across product lines for next quarter (this includes FX headwinds) and also provided guidance for fiscal year 2023 ending in June: “We continue to expect double-digit revenue and operating income growth in both constant currency and U.S. dollars. Revenue growth will be driven by continued momentum in our commercial business and a focus on share gains across our portfolio.”Revenue grew by 12% YoY to $51.9 billion (missed Wall Street analysts' estimates by 0.94%) and EPS came at $2.23 (missed estimates by 2.9%). The strong US dollar negatively impacted the revenue by $595 million and EPS by $0.04. Microsoft Cloud revenue grew by 28% YoY to $25 billion. The company’s results are good considering the various macro uncertainties, China lockdown, and the strong US dollar. FY2022 revenue grew by 18% YoY to $198.3 billion and net income increased by 19% YoY to $72.7 billion.The company’s gross income increased 10% YoY to $35.4 billion. The gross margin decreased by 147 bps to 68.2% when compared to the same period last year. Excluding the impact from the change in the accounting estimate, the gross margin was relatively unchanged.The operating income increased by 8% YoY to $20.5 billion. The operating margin decreased by 187 bps to 39.5%. Excluding the impact from the change in the accounting estimate and FX, the operating margin would be relatively unchanged.The company’s cash flows continued to be strong in the recent quarter. Cash from operations grew by 8% YoY to $24.6 billion (47% of revenue) and free cash flow increased by 9% YoY to $17.8 billion (34% of revenue). The company has cash and investments of $104.8 billion and debt of $49.8 billion.Despite weakness in PCs, the company’s other segments continue to grow. Intelligent Cloud grew 20% YoY to $20.9 billion and Productivity and Business Processes segment grew 13% YoY to $16.6 billion.The company also made an accounting change in the useful life for server and network equipment assets from four to six years which will extend the depreciation expenses for the company.Amy Hood said in the earnings call, “First, effective at the start of FY '23, we are extending the depreciable useful life for server and network equipment assets in our cloud infrastructure from 4 to 6 years, which will apply to the asset balances on our balance sheet as of June 30, 2022, as well as future asset purchases.As a result, based on the outstanding balances as of June 30, we expect fiscal year '23 operating income to be favorably impacted by approximately $3.7 billion for the full fiscal year and approximately $1.1 billion in the first quarter.”Meta: Misses Q3 ExpectationsThe market does not need a perfect quarter for Q2 given the numerous headwinds facing tech companies. What the market does need is a sign that a company may have bottomed and is able to guide growth (even if minimal) from Q2-Q3.In Q2, Meta’s revenue declined for the first time in history. This was expected. However, what was not expected was the lower guide for the next quarter. The company guided for $26 billion to $28.5 billion, or a YoY decline of 6% at the mid-point of the guidance. The guidance takes into consideration the weak advertising demand the company experienced in the recent quarter and also the foreign exchange headwinds of 6%. The investors were expecting a return of growth in the next quarter.The company had a slight beat on DAUs at 1.97 billion versus 1.96 billion expected. Monthly users were 2.93 billion slightly missed expectations of 2.94 billion.Operating expenses rose 22% YoY to $20.4 billion. This led to the drop in the operating margin to 29% in the recent quarter compared to 43% in the same period last year. It also led to the 36% YoY drop in the net income to $6.69 billion. The EPS came at $2.46 compared to $3.61 in Q2 2021.The company is looking to further reduce the operating expenses for the year to $85 billion to $88 billion from the last quarter guidance of $87 billion to $92 million and the prior estimate of $90 billion to $95 billion.Netflix: Customer Growth Forecast Eases Wall Street ConcernsNetflix averted its own worst-case scenario of subscriber losses, posting a nearly 1 million drop from April through June, and predicted it would return to customer growth during the third quarter.Investors took the forecast as a signal that Netflix could still find new subscribers despite a rocky global economy and signs of saturation in its biggest market, the United States and Canada.Netflix lost 1.3 million customers in the United States and Canada in the second quarter, and 770,000 in Europe, the Middle East and Africa. That was offset by a gain of nearly 1.1 million members in the Asia/Pacific region.Netflix remains the dominant streaming service with nearly 221 million global paid subscribers. Co-CEO Ted Sarandos said the company still sees room for \"enormous\" growth by attracting many of the billions of people worldwide who have yet to sign up.","news_type":1,"symbols_score_info":{"MSFT":0.9,"AAPL":0.9,"TSLA":0.9,"GOOGL":0.9,"META":0.9,"AMZN":0.9,"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903356674,"gmtCreate":1658973913198,"gmtModify":1676536237982,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903356674","repostId":"2254337399","repostType":4,"repost":{"id":"2254337399","kind":"highlight","pubTimestamp":1658974049,"share":"https://ttm.financial/m/news/2254337399?lang=&edition=fundamental","pubTime":"2022-07-28 10:07","market":"us","language":"en","title":"Why Wall St’s Rally on the Latest Fed Rise Is Silly","url":"https://stock-news.laohu8.com/highlight/detail?id=2254337399","media":"The Australian Financial Review","summary":"ChanticleerJerome Powell set markets alight on Wednesday night by suggesting the pace of rate rises ","content":"<div>\n<p>ChanticleerJerome Powell set markets alight on Wednesday night by suggesting the pace of rate rises might slow. But one veteran fund manager worries the market is underestimating the task ahead of the...</p>\n\n<a href=\"https://www.afr.com/chanticleer/why-wall-st-s-rally-on-the-latest-fed-rise-is-silly-20220728-p5b58j\">Web Link</a>\n\n</div>\n","source":"afr_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>Why Wall St’s Rally on the Latest Fed Rise Is Silly</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\">\nWhy Wall St’s Rally on the Latest Fed Rise Is Silly\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-28 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/chanticleer/why-wall-st-s-rally-on-the-latest-fed-rise-is-silly-20220728-p5b58j><strong>The Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ChanticleerJerome Powell set markets alight on Wednesday night by suggesting the pace of rate rises might slow. But one veteran fund manager worries the market is underestimating the task ahead of the...</p>\n\n<a href=\"https://www.afr.com/chanticleer/why-wall-st-s-rally-on-the-latest-fed-rise-is-silly-20220728-p5b58j\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XAO.AU":"标普/澳交所 普通股指数",".IXIC":"NASDAQ Composite","XJO.AU":"标普/澳交所 200指数","XKO.AU":"标普/澳交所 300指数",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.afr.com/chanticleer/why-wall-st-s-rally-on-the-latest-fed-rise-is-silly-20220728-p5b58j","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254337399","content_text":"ChanticleerJerome Powell set markets alight on Wednesday night by suggesting the pace of rate rises might slow. But one veteran fund manager worries the market is underestimating the task ahead of the Fed.Another big Federal Reserve rate rise, another bizarre Wall Street rally.Federal Reserve chairman Jerome Powell once again tripped himself up in his press conference to discuss the 0.75 per cent rate hike announced on Wednesday night.After declaring in his written statement that the Fed was committed to bringing inflation back towards the bank’s 2 per cent target, even amid signs of softening in the US economy, Powell let slip in his press conference that it might “likely become appropriate to slow the pace of increases” later in the year.US Federal Reserve chairman Jerome Powell’s suggestion the pace of rate rises could slow set the market alight.  David RoweAnd with that, Wall Street was off to the races: the S&P 500 Index surged 2.6 per cent and the Nasdaq jumped 4.1 per cent, its best day in over two years.Imagine if the Fed had lifted rates by 1 per cent!There’s nothing new in this post-rate hike exuberance, of course. The S&P 500 has rallied more than 1.4 per cent on every day the Fed has lifted rates this year – and then promptly given that rally back, and generally more, over the following weeks and months.There are several reasons that a rally of the magnitude we saw on Wednesday night is silly, the first being that rising markets mean looser financial conditions – and that’s exactly what the inflation-fighting Fed doesn’t want.The S&P 500 is now up almost 10 per cent since the middle of June as investors and traders bet that by front-loading rate hikes, the Fed is getting closer to cutting rates as the US economy weakens.Sameer Samana, senior global markets strategist at Wells Fargo Investment Institute, says investors who are betting on this rally continuing should be careful.“The risk/reward from current levels is pretty poor since a further rally in risk and easing of financial conditions will push the Fed toward even larger hikes.”The bigger reason this rally is risky is because it underestimates what the Fed might need to do to calm inflation in the US, which sits at a four-decade high of 9.1 per cent.Mark Holowesko, the Bahamas-based fund manager who runs Holowesko Partners, showed a fascinating chart to investors during this visit to Australia this week, which showed the Fed’s interest rate and CPI at the end of the past eight tightening cycles.His point was simple: “I don’t think most people realise that interest rates, reflected by the Fed Funds rate, historically have to get above the rate of inflation in order to control it.”The Fed’s interest rate now stands at 2.25 per cent to 2.5 per cent, while inflation sits at 9.1 per cent.Holowesko believes inflation will prove stickier than the market believes, pointing out 68 per cent of the items that make up US inflation are still inflating. And while he concedes that the US economy’s debt load – up from $US6 trillion in 2008 to $US28 trillion today – will exaggerate the impact of rate hikes, he’s not buying the market’s conviction that the Fed will soon be cutting.“My view is that the 10-year Treasury rate should be around 6 per cent or 7 per cent at a minimum, and that assumes that inflation can come back down to four or 5 per cent. If you look at the Fed Funds futures curve, the expectation is that that funds rate gets to 3 per cent in March of 2023, that’s it, and then it falls. That’s crazy. That means that inflation has got to come down from 9 per cent to 3 or 4 per cent in the next six months. How’s that going to happen?”Holowesko, whose flagship long/short fund up 4 per cent year to date, versus a 20 per cent decline in world markets, sees only a mild recession coming in the US because consumers are in great shape, particularly the wealthiest 20 per cent who account for 40 per cent of spending.But he questions whether equity markets have really priced in the impact of rate hikes.“I come back to the fundamental elements that drive a return. It’s the starting valuation and the end valuation, interest rates, profit margins and GDP growth. If your starting valuations are high, and your profit margins are under pressure, and interest rates are rising, it’s very difficult in that kind of environment to get proper returns.”The US market might look cheaper at 17 times forward earnings, but Holowesko says that multiple doesn’t yet take into account the earnings hit from higher interest rates and slower economic growth. He believes US markets could still have another 20 per cent to 30 per cent to fall as rates rise.“From my perspective I believe we are about a third of the way through this unwinding in the US. We haven’t seen the speculative excesses completely removed.”Holowesko also sees the potential for a Fed mistake of the 1970s to be repeated. He says the Fed raised rates to fight inflation, only to cut them again amid early signs of economic weakness.Inflation eventually got out of control and was not slayed until Paul Volcker was appointed chairman and delivered 7.75 per cent worth of tightening.“I feel that may happen again. The Fed might panic and not increase rates enough. If they don’t bring inflation under control then we’re going to need a Volcker moment.”","news_type":1,"symbols_score_info":{"XJO.AU":0.9,"XKO.AU":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"XAO.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":2191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903356358,"gmtCreate":1658973896774,"gmtModify":1676536237979,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903356358","repostId":"2254239152","repostType":4,"repost":{"id":"2254239152","kind":"highlight","pubTimestamp":1658974834,"share":"https://ttm.financial/m/news/2254239152?lang=&edition=fundamental","pubTime":"2022-07-28 10:20","market":"us","language":"en","title":"Powell Thinks Rate Rises Are Working. Is He Right?","url":"https://stock-news.laohu8.com/highlight/detail?id=2254239152","media":"The Australian Financial Review","summary":"It was subtle, but Jerome Powell gave the air of someone with more command over his mandate than any","content":"<div>\n<p>It was subtle, but Jerome Powell gave the air of someone with more command over his mandate than any time this year. The Fed chairman, however, has no control over global instability.After the ...</p>\n\n<a href=\"https://www.afr.com/world/north-america/powell-finds-slightly-more-dovish-voice-as-fed-tightening-takes-hold-20220728-p5b57e\">Web Link</a>\n\n</div>\n","source":"afr_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>Powell Thinks Rate Rises Are Working. Is He Right?</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\">\nPowell Thinks Rate Rises Are Working. Is He Right?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-28 10:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/world/north-america/powell-finds-slightly-more-dovish-voice-as-fed-tightening-takes-hold-20220728-p5b57e><strong>The Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It was subtle, but Jerome Powell gave the air of someone with more command over his mandate than any time this year. The Fed chairman, however, has no control over global instability.After the ...</p>\n\n<a href=\"https://www.afr.com/world/north-america/powell-finds-slightly-more-dovish-voice-as-fed-tightening-takes-hold-20220728-p5b57e\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XKO.AU":"标普/澳交所 300指数",".SPX":"S&P 500 Index",".DJI":"道琼斯","XAO.AU":"标普/澳交所 普通股指数","XJO.AU":"标普/澳交所 200指数",".IXIC":"NASDAQ Composite"},"source_url":"https://www.afr.com/world/north-america/powell-finds-slightly-more-dovish-voice-as-fed-tightening-takes-hold-20220728-p5b57e","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254239152","content_text":"It was subtle, but Jerome Powell gave the air of someone with more command over his mandate than any time this year. The Fed chairman, however, has no control over global instability.After the embarrassment of being caught flat-footed against supply side price surges last year, Federal Reserve chairman Jerome Powell looked slightly more comfortable in his skin when he addressed the media on Wednesday (Thursday AEST).After two aggressive 0.75 percentage point interest rate rises in as many months, Powell and his colleagues have landed close to a “neutral” Fed funds rate – of between 2.25 and 2.5 per cent - where monetary settings are neither stimulatory nor constraining.From here, the Fed is likely to move to just below or above 3 per cent in September, at level at which the brakes are lightly applied to the US economy. Central banks around the world fighting similar battles with inflation will be watching closely.Fed boss Jerome Powell and RBA governor Philip Lowe are both expected to keep raising rates. David RoweWhether the next Fed rate rise is another jumbo move or a more moderate one of 50, or even 25, basis points will depend on whether headline inflation eases from the 40-year high of 9.1 per cent seen last month, and what other data around the labour market, fixed investment and other economic activity are saying.Barring further price shocks in commodities and ongoing disruption from post-pandemic supply constraints – both of which have fuelled inflation – Powell sees early signs that actual and flagged monetary tightening are starting to cool the domestic economy, and that the next couple of moves will consolidate this.“These rate hikes have been large, and they’ve come quickly, and it’s likely that their full effect has not been felt by the economy,” he said during the question and answer session in Washington on Wednesday (Thursday AEST).“The committee feels that we need to get policy to a moderately restrictive level.”From here, the main risk is that the Fed overdoes it, and chokes off growth by scaring business and consumers into seeing inflation as a permanent feature of the post-COVID-19 economy. Some believe the world’s biggest economy is already in recession, albeit a shallow one without high unemployment.As inflation expectations set into the public psyche, businesses postpone investment and hiring and consumers curtail spending. And this is why Powell on Wednesday reiterated the importance of achieving price stability, which he described as the “bedrock of sustainable economic growth”.Getting prices down, then, takes marginal priority over the central bank’s other mandate, that of protecting jobs. That Powell can afford to watch the unemployment rate climb a little from its current 3.6 per cent is a luxury afforded by one of the tightest labour markets in recent memory.“We actually think we need a period of growth below potential in order to create some slack, so that supply side can catch up,” Powell said.“We also think there will be in all likelihood some softening in the labour market conditions.”Market reaction to Powell’s comment suggests investors want to believe the “soft landing” narrative. Share prices surged, and long- and short-maturity bond yields fell, as buyers reckoned on a pivot to more moderate tightening of monetary conditions.“I think they want to believe that the economy is slowing sufficiently now to create what might be a soft landing by the first half of next year,” said David de Garis, chief economist at National Australia Bank.Powell’s main caveat, of course, is global instability and the sort of commodity price shocks that the war in Ukraine, the lingering fallout of the COVID-19 pandemic, or tension in the Asia-Pacific region have delivered, and could again. Although these are largely stripped out of core inflation readings, the Fed still has to act on headline inflation.“If you have a sustained period of supply shocks, those can actually start to undermine, or work on de-anchoring inflation expectations,” Powell admitted.Ignore or underplay the risks of these wildcard factors at your peril, says Claudia Sahm, former Federal Reserve and White House economist.“Some commentators argue that the US needs a recession to bring inflation down,” she wrote in the Financial Times this week.“That thinking hinges on a simplistic model of the economy and a refusal to see COVID and the war in Ukraine as important sources of inflation now.“The stakes are too high to rely on such a questionable approach.”","news_type":1,"symbols_score_info":{"XKO.AU":0.9,".DJI":0.9,"XAO.AU":0.9,".SPX":0.9,".IXIC":0.9,"XJO.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":1918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070420976,"gmtCreate":1657092451595,"gmtModify":1676535948226,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070420976","repostId":"9070465808","repostType":1,"repost":{"id":9070465808,"gmtCreate":1657091832443,"gmtModify":1676535948161,"author":{"id":"9000000000000351","authorId":"9000000000000351","name":"WebbBart","avatar":"https://static.tigerbbs.com/f1a81761a2eae3f57678008e1b9012c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000351","authorIdStr":"9000000000000351"},"themes":[],"title":"Why EV Stock Li Auto Zoomed 52.8% in June and Could Rally Higher","htmlText":"The Chinese electric vehicle manufacturer is firing on all cylinders.What happenedIn June, when the stock markets crashed and the&nbsp;S&amp;P 500&nbsp;lost 8.4% in value,&nbsp;<a href=\"https://laohu8.com/S/LI\">$Li Auto(LI)$</a> stock gained a jaw-dropping 52.8%, according to data provided by&nbsp;S&amp;P Global Market Intelligence. The rally in Li Auto shares stuns even more when you realize that theelectric vehicle (EV) stockwas down 13.3% in the year through May.What changed so dramatically for Li Auto, and is this rally even sustainable?So whatThe first day of any month often sets the tone for a Chinese EV stock's performance, as that's when these companies release their monthly sales data.On June 1, Li Auto reported a 166% year-over-year jump in its Li One SUV sales. Deliveries rose 1","listText":"The Chinese electric vehicle manufacturer is firing on all cylinders.What happenedIn June, when the stock markets crashed and the&nbsp;S&amp;P 500&nbsp;lost 8.4% in value,&nbsp;<a href=\"https://laohu8.com/S/LI\">$Li Auto(LI)$</a> stock gained a jaw-dropping 52.8%, according to data provided by&nbsp;S&amp;P Global Market Intelligence. The rally in Li Auto shares stuns even more when you realize that theelectric vehicle (EV) stockwas down 13.3% in the year through May.What changed so dramatically for Li Auto, and is this rally even sustainable?So whatThe first day of any month often sets the tone for a Chinese EV stock's performance, as that's when these companies release their monthly sales data.On June 1, Li Auto reported a 166% year-over-year jump in its Li One SUV sales. Deliveries rose 1","text":"The Chinese electric vehicle manufacturer is firing on all cylinders.What happenedIn June, when the stock markets crashed and the S&P 500 lost 8.4% in value, $Li Auto(LI)$ stock gained a jaw-dropping 52.8%, according to data provided by S&P Global Market Intelligence. The rally in Li Auto shares stuns even more when you realize that theelectric vehicle (EV) stockwas down 13.3% in the year through May.What changed so dramatically for Li Auto, and is this rally even sustainable?So whatThe first day of any month often sets the tone for a Chinese EV stock's performance, as that's when these companies release their monthly sales data.On June 1, Li Auto reported a 166% year-over-year jump in its Li One SUV sales. Deliveries rose 1","images":[{"img":"https://community-static.tradeup.com/news/800e0bc4ffe9d5d88e1bca3047932e90","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070465808","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043321079,"gmtCreate":1655875895791,"gmtModify":1676535723801,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043321079","repostId":"9043365901","repostType":1,"repost":{"id":9043365901,"gmtCreate":1655874631402,"gmtModify":1676535723654,"author":{"id":"4109443091392070","authorId":"4109443091392070","name":"the rookie investor","avatar":"https://community-static.tradeup.com/news/f9f515899ba0ac5145da960447393868","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109443091392070","authorIdStr":"4109443091392070"},"themes":[],"title":"","htmlText":"\n \n \n  Sharesight - The Share Portfolio Tracker I use for Tax time\n \n","listText":"Sharesight - The Share Portfolio Tracker I use for Tax time","text":"Sharesight - The Share Portfolio Tracker I use for Tax time","images":[{"img":"https://static.tigerbbs.com/91c26c41537957a2af24c7400a55ee3e","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043365901","isVote":1,"tweetType":2,"object":{"id":"3ffc6814086a4687a4757ad392b5cbbd","tweetId":"9043365901","title":"Sharesight - The Share Portfolio Tracker I use for Tax time","videoUrl":"http://v.tigerbbs.com/16558746236313c53819824523fff84b7c54585883c9b.mp4","poster":"https://static.tigerbbs.com/91c26c41537957a2af24c7400a55ee3e","shareLink":"http://v.tigerbbs.com/16558746236313c53819824523fff84b7c54585883c9b.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085229266,"gmtCreate":1650711877403,"gmtModify":1676534780963,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085229266","repostId":"2229416577","repostType":4,"isVote":1,"tweetType":1,"viewCount":3138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010239007,"gmtCreate":1648388133942,"gmtModify":1676534333137,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010239007","repostId":"2221071429","repostType":4,"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098800390,"gmtCreate":1644067587064,"gmtModify":1676533887437,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098800390","repostId":"1196927717","repostType":4,"repost":{"id":"1196927717","kind":"news","pubTimestamp":1644033090,"share":"https://ttm.financial/m/news/1196927717?lang=&edition=fundamental","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</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>Palantir: Red Flag Or Opportunity?</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\">\nPalantir: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091094628,"gmtCreate":1643727551783,"gmtModify":1676533849122,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091094628","repostId":"1196808170","repostType":4,"isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004165637,"gmtCreate":1642544795929,"gmtModify":1676533719839,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"thanks","listText":"thanks","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004165637","repostId":"9004960846","repostType":1,"repost":{"id":9004960846,"gmtCreate":1642476000632,"gmtModify":1676533714178,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🚀[Jan 18th]Share your trades today with others >>","htmlText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coinsas reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus&nbsp;Tuesday Afternoon Recap(Friday) U.S. equity markets finished the day mixed, with the S&amp;P 500 +0.08%, the Dow -0.56%, the Nasdaq +0.59%, and the Russell 2000 +0.14%. Within the S&amp;P 500, seven of the 11 sectors finished lower.The leading sectors were Energy +2.45%, Technology +0.89%, and Communication Services +0.53%.The laggards were Real Estate -1.","listText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coinsas reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus&nbsp;Tuesday Afternoon Recap(Friday) U.S. equity markets finished the day mixed, with the S&amp;P 500 +0.08%, the Dow -0.56%, the Nasdaq +0.59%, and the Russell 2000 +0.14%. Within the S&amp;P 500, seven of the 11 sectors finished lower.The leading sectors were Energy +2.45%, Technology +0.89%, and Communication Services +0.53%.The laggards were Real Estate -1.","text":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions on market trends,the stocks you like(bullish on)or dislike(bearish on),and your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coinsas reward which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus Tuesday Afternoon Recap(Friday) U.S. equity markets finished the day mixed, with the S&P 500 +0.08%, the Dow -0.56%, the Nasdaq +0.59%, and the Russell 2000 +0.14%. Within the S&P 500, seven of the 11 sectors finished lower.The leading sectors were Energy +2.45%, Technology +0.89%, and Communication Services +0.53%.The laggards were Real Estate -1.","images":[{"img":"https://static.tigerbbs.com/7c20c3c86272e204449ebf120b8aa350","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004960846","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005734873,"gmtCreate":1642404093133,"gmtModify":1676533708169,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005734873","repostId":"2203192728","repostType":4,"repost":{"id":"2203192728","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1642375676,"share":"https://ttm.financial/m/news/2203192728?lang=&edition=fundamental","pubTime":"2022-01-17 07:27","market":"us","language":"en","title":"Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2203192728","media":"Reuters","summary":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a s","content":"<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</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>Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-17 07:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","DOCU":"Docusign","CRM":"赛富时","MSFT":"微软","TSLA":"特斯拉","NVDA":"英伟达","ADBE":"Adobe","NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203192728","content_text":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.\"Given the performance of these tech names here recently, will earnings be a savior for them?\" said Walter Todd, chief investment officer at Greenwood Capital. \"Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.\"Fourth-quarter results season kicks into high gear this week, with overall S&P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy's rebound from pandemic lockdowns in 2020.Companies in the S&P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.\"To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,\" she said.The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&P 500, according to Refinitiv Datstream.Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched \"FAANG\" group of large growth companies. Investors will watch the streaming giant's plans for generating content and its outlook for subscribers.“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.Among the tech and growth names that have struggled in January are Adobe    and Salesforce.com   , both down about 9%, and DocuSign   , which has dropped about 15%.The ARK Innovation ETF   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, \"suggesting only a modest further move in longer-term yields,\" while \"the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.\"The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.Week aheadU.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.Notable U.S. corporate earningsTUESDAY:Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKRWEDNESDAY:Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter & Gamble PG, Kinder Morgan KMI, Fastenal Co. FASTTHURSDAY:Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEYFRIDAY:Schlumberger SLB, Huntington Bancshares Inc. HBANU.S. economic reportsTuesdayEmpire State manufacturing index for January due at 8:30 a.m. ETNAHB home builders index for January at 10 a.m.WednesdayBuilding permits and starts for December at 8:30 a.m.Philly Fed Index for January at 8:30 a.m.ThursdayInitial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.Existing home sales for December at 10 a.m.The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.\"This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.","news_type":1,"symbols_score_info":{"ADBE":0.9,"MSFT":0.9,"CRM":0.9,"DOCU":0.9,"NFLX":0.9,"TSLA":0.9,"AAPL":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005252576,"gmtCreate":1642323535249,"gmtModify":1676533701272,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005252576","repostId":"1161593163","repostType":4,"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005376376,"gmtCreate":1642200304844,"gmtModify":1676533690741,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"Thank you&nbsp;","listText":"Thank you&nbsp;","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005376376","repostId":"1165451504","repostType":4,"repost":{"id":"1165451504","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642174174,"share":"https://ttm.financial/m/news/1165451504?lang=&edition=fundamental","pubTime":"2022-01-14 23:29","market":"us","language":"en","title":"Semiconductor stocks jumped in morning trading, with Marvell Technology and TSM rising over 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1165451504","media":"Tiger Newspress","summary":"Semiconductor stocks jumped in morning trading, with Marvell Technology and TSM rising over 3%.","content":"<html><head></head><body><p>Semiconductor stocks jumped in morning trading, with Marvell Technology and TSM rising over 3%.<img src=\"https://static.tigerbbs.com/55f337309d9df997d8c362c38cb65c0c\" tg-width=\"1039\" tg-height=\"637\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/1111fedd2c1626a71dcfd86e7480cc61\" tg-width=\"1026\" tg-height=\"635\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks jumped in morning trading, with Marvell Technology and TSM rising over 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks jumped in morning trading, with Marvell Technology and TSM rising over 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-14 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks jumped in morning trading, with Marvell Technology and TSM rising over 3%.<img src=\"https://static.tigerbbs.com/55f337309d9df997d8c362c38cb65c0c\" tg-width=\"1039\" tg-height=\"637\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/1111fedd2c1626a71dcfd86e7480cc61\" tg-width=\"1026\" tg-height=\"635\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","QCOM":"高通","MRVL":"迈威尔科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165451504","content_text":"Semiconductor stocks jumped in morning trading, with Marvell Technology and TSM rising over 3%.","news_type":1,"symbols_score_info":{"TSM":0.9,"QCOM":0.9,"MRVL":0.9}},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863902049,"gmtCreate":1632351040981,"gmtModify":1676530757444,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"Finally","listText":"Finally","text":"Finally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863902049","repostId":"1146187405","repostType":4,"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863906817,"gmtCreate":1632350999439,"gmtModify":1676530757470,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863906817","repostId":"2169572536","repostType":4,"isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887275846,"gmtCreate":1632056661085,"gmtModify":1676530693581,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089861821723520","authorIdStr":"4089861821723520"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/887275846","repostId":"2168657952","repostType":4,"isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":835154192,"gmtCreate":1629697134816,"gmtModify":1676530103079,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Nice article. Thanks for sharing.","listText":"Nice article. Thanks for sharing.","text":"Nice article. Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/835154192","repostId":"2161272742","repostType":4,"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833748854,"gmtCreate":1629267861178,"gmtModify":1676529984986,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/833748854","repostId":"1114320591","repostType":4,"repost":{"id":"1114320591","kind":"news","pubTimestamp":1629255336,"share":"https://ttm.financial/m/news/1114320591?lang=&edition=fundamental","pubTime":"2021-08-18 10:55","market":"us","language":"en","title":"3 Stocks I'm Never Selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1114320591","media":"Motley Fool","summary":"The best investors in the world swear by holding high-quality companies for decades on end. These stocks fit that bill.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Time plus patience adds up to wealth-building results in the stock market.</li>\n <li>These three business titans are leaders in their fields.</li>\n <li>They are also built to last for a very long time.</li>\n</ul>\n<p></p>\n<p>I'm about to show you my favorite stocks. Sometimes I invest with an eye to strong returns over the next few years. These are the ones that I expect to keep beating the market for the years and decades to come. It will take a lot to pry them out of my portfolio.</p>\n<p>Let me show you why I intend to hold&nbsp;<b>Netflix</b>(NASDAQ:NFLX),<b>Alphabet</b>(NASDAQ:GOOG)(NASDAQ:GOOGL), and&nbsp;<b>Walt Disney</b>(NYSE:DIS)for the long haul. These stocks may not be slam-dunk forever holdings for every investor, but you should absolutely take a close look at these top-notch investments.</p>\n<p><b>1. Netflix</b></p>\n<p>First, you knew Netflix as the sender of red mail-order DVD rentals. The company introduced digital video streams as a free add-on for DVD customers in&nbsp;2007, then separated the streaming business into a separate subscription service in 2011. The Qwikster event was a big marketing mess and could certainly have been handled better, but it was absolutely the right idea in the long run.</p>\n<p>Going all-in on the all-digital streaming service allowed Netflix to roll out its paid subscription plans on a global scale, supplemented by an ambitious focus on original content. The subscriber count has skyrocketed from 26 million in the summer of 2011 to 209 million today. That fantastic trend has worked wonders for the company's top and bottom lines:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/646be4c2a73d68810e962c19efe82476\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>NFLX REVENUE (TTM) DATA BY YCHARTS.</span></p>\n<p>Netflix saw an opportunity to lead the charge into a brand-new market, with low infrastructure costs compared to the DVD-mailing business and buckets of worldwide growth potential. So the DVD business that had come to dominate the video rental sector in America was unceremoniously tossed aside in favor of better ideas.</p>\n<p>These days, Netflix is an award-winning content producer with an unmatched distribution network in every market that matters (except forChina, where the company must operate through local partnerships). The stock has delivered a 2,240% return since the Qwikster event, which works out to a compound annual growth rate (CAGR) of 35.8%.</p>\n<p><b>2. Alphabet</b></p>\n<p>Alphabet is the parent company of online services giant Google. What started as a student project at Stanford quickly evolved into the world's leading online search tool. Paired with the moneymaking muscle of Google's digital advertising tools, the company generated strong cash flows early on. The cash profits were reinvested in more business ideas. Google eventually built or bought services with matchless market shares in important sectors such as web browsers, online video, email, and smartphone software.</p>\n<p>By 2015, co-founders Sergey Brin and Larry Page had concluded that Google's meat-and-potatoes search and advertising businesses eventually had to fade away, overtaken by mobile alternatives and other innovations. So the company made some big changes. Google hired CFO Ruth Porat, a banking executive with decades of experience in large-scale corporate finance. Later the same year, the company changed its name to Alphabet and reorganized itself into a loose conglomerate of different operations.</p>\n<p>Google is still the backbone of Alphabet, accounting for 99.6% of the holding company's total sales in 2020. The non-Google operations are still losing money on a regular basis, despite some progress in the fields of self-driving vehicles and fiber-optic internet connections. At the same time, the company is preparing for an uncertain future by developing a plethora of online and offline business projects with massive long-term growth prospects and equally large development risks.</p>\n<p>If the self-driving cars don't work out in the long run, Alphabet might find a cash machine in medical research or novel wind energy generators. We may never even have heard of the next big winner in Alphabet's sprawling portfolio. If and when Alphabet starts to make serious money from artificial intelligence tools or cancer drugs, most consumers probably won't think of that stuff as a Google business at all.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb97b6814df65240bd8f0b4a0690e77e\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>GOOGL REVENUE (TTM) DATA BY YCHARTS.</span></p>\n<p>Alphabet continues to ride its Google heritage as far as it will go, but there is no shortage of completely unrelated operations that can take over when the browser-based search and advertising business starts to falter. Until then, the traditional search business is booming and Alphabet has rewarded investors with a 912% return in 10 years. That's an annual growth rate of 23.3%.</p>\n<p><b>3. Walt Disney</b></p>\n<p>And then there's the near-centennial entertainment giant. The House of Mouse was founded in 1923 by two cartoon-making brothers with a vision. The company has survived a world war, several terrible recessions, 10 decades of progress in distribution and production technologies, and much more.</p>\n<p>The leisure and entertainment conglomerate you see today is a far cry from the original business, which was a pure-play cartoon production studio. Disney World and Disneyland are cultural touchstones. The company is a leading provider of hotel and resort services, including a cruise line. I can't think of another company that has mastered the art of monetizing its intellectual property as effectively as Disney has. And that intellectual property -- characters, fictional worlds, and storylines that most Americans know by heart -- will always be the lifeblood of Disney's business.</p>\n<p>Times are tough right now, as the coronavirus pandemic closed down movie theaters, theme parks, resorts, and cruise ships around the world. So Disney took a good, hard look at the drastic changes in the entertainment industry and decided to put its full weight behind media-streaming platforms.</p>\n<p>The company has been reorganized from the top down to support Disney's streaming platforms. The Disney+, Hulu, Hotstar, and ESPN+ streaming services are poised to challenge Netflix for the global media-streaming market, adding up to 174 million subscribers in the third quarter of 2021. Disney took on some extra debt in the darkest days of the health crisis and will most likely use some of that spare cash to accelerate its streaming operations.</p>\n<p>The coronavirus caught Disney unprepared, but management didn't hesitate to turn on a dime. The whole behemoth is heading in a different direction now, supported by the same treasure trove of storytelling assets that took the company this far. This supremely well-managed company is also beating the market in the long run, with a 439% 10-year gain that works out to a CAGR of 13%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/110cd288830d0e354767349fe36259e6\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>The common denominator</b></p>\n<p>These three companies are very different, but they still have one all-important quality in common. I'm looking for flexibility in the face of good times and bad. If your company stands ready to make drastic changes to its operating plan when the business environment around it changes, you know you have an organization that will stand the test of time.</p>\n<p>Lots of&nbsp;time in the market equals wealth-building returns. That's the main lesson you can learn from the writings of Benjamin Graham and the stellar results of his star student, Warren Buffett. Building life-changing wealth does not require a couple of years of fantastic returns. All you need is generally solid gains for several decades.</p>\n<p>For example, an annual return of 10% -- in line with&nbsp;the long-term market average-- adds up to a 673% profit over 20 years. Beating the Street by a small margin makes a big difference on this long time scale. Boost your average gains to just 11%, and you'll see 806% returns over those 20 years. Larger increases bring even greater total long-haul returns. The three stocks discussed above are set up to do better than that, and their very survival in the long run is just about guaranteed by that willingness to change when market conditions require it.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks I'm Never Selling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks I'm Never Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/17/3-stocks-im-never-selling/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nTime plus patience adds up to wealth-building results in the stock market.\nThese three business titans are leaders in their fields.\nThey are also built to last for a very long time.\n\n\nI'm ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/17/3-stocks-im-never-selling/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","DIS":"迪士尼","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/08/17/3-stocks-im-never-selling/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114320591","content_text":"Key Points\n\nTime plus patience adds up to wealth-building results in the stock market.\nThese three business titans are leaders in their fields.\nThey are also built to last for a very long time.\n\n\nI'm about to show you my favorite stocks. Sometimes I invest with an eye to strong returns over the next few years. These are the ones that I expect to keep beating the market for the years and decades to come. It will take a lot to pry them out of my portfolio.\nLet me show you why I intend to hold Netflix(NASDAQ:NFLX),Alphabet(NASDAQ:GOOG)(NASDAQ:GOOGL), and Walt Disney(NYSE:DIS)for the long haul. These stocks may not be slam-dunk forever holdings for every investor, but you should absolutely take a close look at these top-notch investments.\n1. Netflix\nFirst, you knew Netflix as the sender of red mail-order DVD rentals. The company introduced digital video streams as a free add-on for DVD customers in 2007, then separated the streaming business into a separate subscription service in 2011. The Qwikster event was a big marketing mess and could certainly have been handled better, but it was absolutely the right idea in the long run.\nGoing all-in on the all-digital streaming service allowed Netflix to roll out its paid subscription plans on a global scale, supplemented by an ambitious focus on original content. The subscriber count has skyrocketed from 26 million in the summer of 2011 to 209 million today. That fantastic trend has worked wonders for the company's top and bottom lines:\nNFLX REVENUE (TTM) DATA BY YCHARTS.\nNetflix saw an opportunity to lead the charge into a brand-new market, with low infrastructure costs compared to the DVD-mailing business and buckets of worldwide growth potential. So the DVD business that had come to dominate the video rental sector in America was unceremoniously tossed aside in favor of better ideas.\nThese days, Netflix is an award-winning content producer with an unmatched distribution network in every market that matters (except forChina, where the company must operate through local partnerships). The stock has delivered a 2,240% return since the Qwikster event, which works out to a compound annual growth rate (CAGR) of 35.8%.\n2. Alphabet\nAlphabet is the parent company of online services giant Google. What started as a student project at Stanford quickly evolved into the world's leading online search tool. Paired with the moneymaking muscle of Google's digital advertising tools, the company generated strong cash flows early on. The cash profits were reinvested in more business ideas. Google eventually built or bought services with matchless market shares in important sectors such as web browsers, online video, email, and smartphone software.\nBy 2015, co-founders Sergey Brin and Larry Page had concluded that Google's meat-and-potatoes search and advertising businesses eventually had to fade away, overtaken by mobile alternatives and other innovations. So the company made some big changes. Google hired CFO Ruth Porat, a banking executive with decades of experience in large-scale corporate finance. Later the same year, the company changed its name to Alphabet and reorganized itself into a loose conglomerate of different operations.\nGoogle is still the backbone of Alphabet, accounting for 99.6% of the holding company's total sales in 2020. The non-Google operations are still losing money on a regular basis, despite some progress in the fields of self-driving vehicles and fiber-optic internet connections. At the same time, the company is preparing for an uncertain future by developing a plethora of online and offline business projects with massive long-term growth prospects and equally large development risks.\nIf the self-driving cars don't work out in the long run, Alphabet might find a cash machine in medical research or novel wind energy generators. We may never even have heard of the next big winner in Alphabet's sprawling portfolio. If and when Alphabet starts to make serious money from artificial intelligence tools or cancer drugs, most consumers probably won't think of that stuff as a Google business at all.\nGOOGL REVENUE (TTM) DATA BY YCHARTS.\nAlphabet continues to ride its Google heritage as far as it will go, but there is no shortage of completely unrelated operations that can take over when the browser-based search and advertising business starts to falter. Until then, the traditional search business is booming and Alphabet has rewarded investors with a 912% return in 10 years. That's an annual growth rate of 23.3%.\n3. Walt Disney\nAnd then there's the near-centennial entertainment giant. The House of Mouse was founded in 1923 by two cartoon-making brothers with a vision. The company has survived a world war, several terrible recessions, 10 decades of progress in distribution and production technologies, and much more.\nThe leisure and entertainment conglomerate you see today is a far cry from the original business, which was a pure-play cartoon production studio. Disney World and Disneyland are cultural touchstones. The company is a leading provider of hotel and resort services, including a cruise line. I can't think of another company that has mastered the art of monetizing its intellectual property as effectively as Disney has. And that intellectual property -- characters, fictional worlds, and storylines that most Americans know by heart -- will always be the lifeblood of Disney's business.\nTimes are tough right now, as the coronavirus pandemic closed down movie theaters, theme parks, resorts, and cruise ships around the world. So Disney took a good, hard look at the drastic changes in the entertainment industry and decided to put its full weight behind media-streaming platforms.\nThe company has been reorganized from the top down to support Disney's streaming platforms. The Disney+, Hulu, Hotstar, and ESPN+ streaming services are poised to challenge Netflix for the global media-streaming market, adding up to 174 million subscribers in the third quarter of 2021. Disney took on some extra debt in the darkest days of the health crisis and will most likely use some of that spare cash to accelerate its streaming operations.\nThe coronavirus caught Disney unprepared, but management didn't hesitate to turn on a dime. The whole behemoth is heading in a different direction now, supported by the same treasure trove of storytelling assets that took the company this far. This supremely well-managed company is also beating the market in the long run, with a 439% 10-year gain that works out to a CAGR of 13%.\nIMAGE SOURCE: GETTY IMAGES.\nThe common denominator\nThese three companies are very different, but they still have one all-important quality in common. I'm looking for flexibility in the face of good times and bad. If your company stands ready to make drastic changes to its operating plan when the business environment around it changes, you know you have an organization that will stand the test of time.\nLots of time in the market equals wealth-building returns. That's the main lesson you can learn from the writings of Benjamin Graham and the stellar results of his star student, Warren Buffett. Building life-changing wealth does not require a couple of years of fantastic returns. All you need is generally solid gains for several decades.\nFor example, an annual return of 10% -- in line with the long-term market average-- adds up to a 673% profit over 20 years. Beating the Street by a small margin makes a big difference on this long time scale. Boost your average gains to just 11%, and you'll see 806% returns over those 20 years. Larger increases bring even greater total long-haul returns. The three stocks discussed above are set up to do better than that, and their very survival in the long run is just about guaranteed by that willingness to change when market conditions require it.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9,"DIS":0.9,"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085229266,"gmtCreate":1650711877403,"gmtModify":1676534780963,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085229266","repostId":"2229416577","repostType":4,"isVote":1,"tweetType":1,"viewCount":3138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832291124,"gmtCreate":1629633947368,"gmtModify":1676530083007,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832291124","repostId":"2161374148","repostType":4,"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833741404,"gmtCreate":1629267761408,"gmtModify":1676529984954,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/833741404","repostId":"1114320591","repostType":4,"repost":{"id":"1114320591","kind":"news","pubTimestamp":1629255336,"share":"https://ttm.financial/m/news/1114320591?lang=&edition=fundamental","pubTime":"2021-08-18 10:55","market":"us","language":"en","title":"3 Stocks I'm Never Selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1114320591","media":"Motley Fool","summary":"The best investors in the world swear by holding high-quality companies for decades on end. These stocks fit that bill.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Time plus patience adds up to wealth-building results in the stock market.</li>\n <li>These three business titans are leaders in their fields.</li>\n <li>They are also built to last for a very long time.</li>\n</ul>\n<p></p>\n<p>I'm about to show you my favorite stocks. Sometimes I invest with an eye to strong returns over the next few years. These are the ones that I expect to keep beating the market for the years and decades to come. It will take a lot to pry them out of my portfolio.</p>\n<p>Let me show you why I intend to hold&nbsp;<b>Netflix</b>(NASDAQ:NFLX),<b>Alphabet</b>(NASDAQ:GOOG)(NASDAQ:GOOGL), and&nbsp;<b>Walt Disney</b>(NYSE:DIS)for the long haul. These stocks may not be slam-dunk forever holdings for every investor, but you should absolutely take a close look at these top-notch investments.</p>\n<p><b>1. Netflix</b></p>\n<p>First, you knew Netflix as the sender of red mail-order DVD rentals. The company introduced digital video streams as a free add-on for DVD customers in&nbsp;2007, then separated the streaming business into a separate subscription service in 2011. The Qwikster event was a big marketing mess and could certainly have been handled better, but it was absolutely the right idea in the long run.</p>\n<p>Going all-in on the all-digital streaming service allowed Netflix to roll out its paid subscription plans on a global scale, supplemented by an ambitious focus on original content. The subscriber count has skyrocketed from 26 million in the summer of 2011 to 209 million today. That fantastic trend has worked wonders for the company's top and bottom lines:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/646be4c2a73d68810e962c19efe82476\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>NFLX REVENUE (TTM) DATA BY YCHARTS.</span></p>\n<p>Netflix saw an opportunity to lead the charge into a brand-new market, with low infrastructure costs compared to the DVD-mailing business and buckets of worldwide growth potential. So the DVD business that had come to dominate the video rental sector in America was unceremoniously tossed aside in favor of better ideas.</p>\n<p>These days, Netflix is an award-winning content producer with an unmatched distribution network in every market that matters (except forChina, where the company must operate through local partnerships). The stock has delivered a 2,240% return since the Qwikster event, which works out to a compound annual growth rate (CAGR) of 35.8%.</p>\n<p><b>2. Alphabet</b></p>\n<p>Alphabet is the parent company of online services giant Google. What started as a student project at Stanford quickly evolved into the world's leading online search tool. Paired with the moneymaking muscle of Google's digital advertising tools, the company generated strong cash flows early on. The cash profits were reinvested in more business ideas. Google eventually built or bought services with matchless market shares in important sectors such as web browsers, online video, email, and smartphone software.</p>\n<p>By 2015, co-founders Sergey Brin and Larry Page had concluded that Google's meat-and-potatoes search and advertising businesses eventually had to fade away, overtaken by mobile alternatives and other innovations. So the company made some big changes. Google hired CFO Ruth Porat, a banking executive with decades of experience in large-scale corporate finance. Later the same year, the company changed its name to Alphabet and reorganized itself into a loose conglomerate of different operations.</p>\n<p>Google is still the backbone of Alphabet, accounting for 99.6% of the holding company's total sales in 2020. The non-Google operations are still losing money on a regular basis, despite some progress in the fields of self-driving vehicles and fiber-optic internet connections. At the same time, the company is preparing for an uncertain future by developing a plethora of online and offline business projects with massive long-term growth prospects and equally large development risks.</p>\n<p>If the self-driving cars don't work out in the long run, Alphabet might find a cash machine in medical research or novel wind energy generators. We may never even have heard of the next big winner in Alphabet's sprawling portfolio. If and when Alphabet starts to make serious money from artificial intelligence tools or cancer drugs, most consumers probably won't think of that stuff as a Google business at all.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb97b6814df65240bd8f0b4a0690e77e\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>GOOGL REVENUE (TTM) DATA BY YCHARTS.</span></p>\n<p>Alphabet continues to ride its Google heritage as far as it will go, but there is no shortage of completely unrelated operations that can take over when the browser-based search and advertising business starts to falter. Until then, the traditional search business is booming and Alphabet has rewarded investors with a 912% return in 10 years. That's an annual growth rate of 23.3%.</p>\n<p><b>3. Walt Disney</b></p>\n<p>And then there's the near-centennial entertainment giant. The House of Mouse was founded in 1923 by two cartoon-making brothers with a vision. The company has survived a world war, several terrible recessions, 10 decades of progress in distribution and production technologies, and much more.</p>\n<p>The leisure and entertainment conglomerate you see today is a far cry from the original business, which was a pure-play cartoon production studio. Disney World and Disneyland are cultural touchstones. The company is a leading provider of hotel and resort services, including a cruise line. I can't think of another company that has mastered the art of monetizing its intellectual property as effectively as Disney has. And that intellectual property -- characters, fictional worlds, and storylines that most Americans know by heart -- will always be the lifeblood of Disney's business.</p>\n<p>Times are tough right now, as the coronavirus pandemic closed down movie theaters, theme parks, resorts, and cruise ships around the world. So Disney took a good, hard look at the drastic changes in the entertainment industry and decided to put its full weight behind media-streaming platforms.</p>\n<p>The company has been reorganized from the top down to support Disney's streaming platforms. The Disney+, Hulu, Hotstar, and ESPN+ streaming services are poised to challenge Netflix for the global media-streaming market, adding up to 174 million subscribers in the third quarter of 2021. Disney took on some extra debt in the darkest days of the health crisis and will most likely use some of that spare cash to accelerate its streaming operations.</p>\n<p>The coronavirus caught Disney unprepared, but management didn't hesitate to turn on a dime. The whole behemoth is heading in a different direction now, supported by the same treasure trove of storytelling assets that took the company this far. This supremely well-managed company is also beating the market in the long run, with a 439% 10-year gain that works out to a CAGR of 13%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/110cd288830d0e354767349fe36259e6\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>The common denominator</b></p>\n<p>These three companies are very different, but they still have one all-important quality in common. I'm looking for flexibility in the face of good times and bad. If your company stands ready to make drastic changes to its operating plan when the business environment around it changes, you know you have an organization that will stand the test of time.</p>\n<p>Lots of&nbsp;time in the market equals wealth-building returns. That's the main lesson you can learn from the writings of Benjamin Graham and the stellar results of his star student, Warren Buffett. Building life-changing wealth does not require a couple of years of fantastic returns. All you need is generally solid gains for several decades.</p>\n<p>For example, an annual return of 10% -- in line with&nbsp;the long-term market average-- adds up to a 673% profit over 20 years. Beating the Street by a small margin makes a big difference on this long time scale. Boost your average gains to just 11%, and you'll see 806% returns over those 20 years. Larger increases bring even greater total long-haul returns. The three stocks discussed above are set up to do better than that, and their very survival in the long run is just about guaranteed by that willingness to change when market conditions require it.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks I'm Never Selling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks I'm Never Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/17/3-stocks-im-never-selling/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nTime plus patience adds up to wealth-building results in the stock market.\nThese three business titans are leaders in their fields.\nThey are also built to last for a very long time.\n\n\nI'm ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/17/3-stocks-im-never-selling/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","DIS":"迪士尼","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/08/17/3-stocks-im-never-selling/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114320591","content_text":"Key Points\n\nTime plus patience adds up to wealth-building results in the stock market.\nThese three business titans are leaders in their fields.\nThey are also built to last for a very long time.\n\n\nI'm about to show you my favorite stocks. Sometimes I invest with an eye to strong returns over the next few years. These are the ones that I expect to keep beating the market for the years and decades to come. It will take a lot to pry them out of my portfolio.\nLet me show you why I intend to hold Netflix(NASDAQ:NFLX),Alphabet(NASDAQ:GOOG)(NASDAQ:GOOGL), and Walt Disney(NYSE:DIS)for the long haul. These stocks may not be slam-dunk forever holdings for every investor, but you should absolutely take a close look at these top-notch investments.\n1. Netflix\nFirst, you knew Netflix as the sender of red mail-order DVD rentals. The company introduced digital video streams as a free add-on for DVD customers in 2007, then separated the streaming business into a separate subscription service in 2011. The Qwikster event was a big marketing mess and could certainly have been handled better, but it was absolutely the right idea in the long run.\nGoing all-in on the all-digital streaming service allowed Netflix to roll out its paid subscription plans on a global scale, supplemented by an ambitious focus on original content. The subscriber count has skyrocketed from 26 million in the summer of 2011 to 209 million today. That fantastic trend has worked wonders for the company's top and bottom lines:\nNFLX REVENUE (TTM) DATA BY YCHARTS.\nNetflix saw an opportunity to lead the charge into a brand-new market, with low infrastructure costs compared to the DVD-mailing business and buckets of worldwide growth potential. So the DVD business that had come to dominate the video rental sector in America was unceremoniously tossed aside in favor of better ideas.\nThese days, Netflix is an award-winning content producer with an unmatched distribution network in every market that matters (except forChina, where the company must operate through local partnerships). The stock has delivered a 2,240% return since the Qwikster event, which works out to a compound annual growth rate (CAGR) of 35.8%.\n2. Alphabet\nAlphabet is the parent company of online services giant Google. What started as a student project at Stanford quickly evolved into the world's leading online search tool. Paired with the moneymaking muscle of Google's digital advertising tools, the company generated strong cash flows early on. The cash profits were reinvested in more business ideas. Google eventually built or bought services with matchless market shares in important sectors such as web browsers, online video, email, and smartphone software.\nBy 2015, co-founders Sergey Brin and Larry Page had concluded that Google's meat-and-potatoes search and advertising businesses eventually had to fade away, overtaken by mobile alternatives and other innovations. So the company made some big changes. Google hired CFO Ruth Porat, a banking executive with decades of experience in large-scale corporate finance. Later the same year, the company changed its name to Alphabet and reorganized itself into a loose conglomerate of different operations.\nGoogle is still the backbone of Alphabet, accounting for 99.6% of the holding company's total sales in 2020. The non-Google operations are still losing money on a regular basis, despite some progress in the fields of self-driving vehicles and fiber-optic internet connections. At the same time, the company is preparing for an uncertain future by developing a plethora of online and offline business projects with massive long-term growth prospects and equally large development risks.\nIf the self-driving cars don't work out in the long run, Alphabet might find a cash machine in medical research or novel wind energy generators. We may never even have heard of the next big winner in Alphabet's sprawling portfolio. If and when Alphabet starts to make serious money from artificial intelligence tools or cancer drugs, most consumers probably won't think of that stuff as a Google business at all.\nGOOGL REVENUE (TTM) DATA BY YCHARTS.\nAlphabet continues to ride its Google heritage as far as it will go, but there is no shortage of completely unrelated operations that can take over when the browser-based search and advertising business starts to falter. Until then, the traditional search business is booming and Alphabet has rewarded investors with a 912% return in 10 years. That's an annual growth rate of 23.3%.\n3. Walt Disney\nAnd then there's the near-centennial entertainment giant. The House of Mouse was founded in 1923 by two cartoon-making brothers with a vision. The company has survived a world war, several terrible recessions, 10 decades of progress in distribution and production technologies, and much more.\nThe leisure and entertainment conglomerate you see today is a far cry from the original business, which was a pure-play cartoon production studio. Disney World and Disneyland are cultural touchstones. The company is a leading provider of hotel and resort services, including a cruise line. I can't think of another company that has mastered the art of monetizing its intellectual property as effectively as Disney has. And that intellectual property -- characters, fictional worlds, and storylines that most Americans know by heart -- will always be the lifeblood of Disney's business.\nTimes are tough right now, as the coronavirus pandemic closed down movie theaters, theme parks, resorts, and cruise ships around the world. So Disney took a good, hard look at the drastic changes in the entertainment industry and decided to put its full weight behind media-streaming platforms.\nThe company has been reorganized from the top down to support Disney's streaming platforms. The Disney+, Hulu, Hotstar, and ESPN+ streaming services are poised to challenge Netflix for the global media-streaming market, adding up to 174 million subscribers in the third quarter of 2021. Disney took on some extra debt in the darkest days of the health crisis and will most likely use some of that spare cash to accelerate its streaming operations.\nThe coronavirus caught Disney unprepared, but management didn't hesitate to turn on a dime. The whole behemoth is heading in a different direction now, supported by the same treasure trove of storytelling assets that took the company this far. This supremely well-managed company is also beating the market in the long run, with a 439% 10-year gain that works out to a CAGR of 13%.\nIMAGE SOURCE: GETTY IMAGES.\nThe common denominator\nThese three companies are very different, but they still have one all-important quality in common. I'm looking for flexibility in the face of good times and bad. If your company stands ready to make drastic changes to its operating plan when the business environment around it changes, you know you have an organization that will stand the test of time.\nLots of time in the market equals wealth-building returns. That's the main lesson you can learn from the writings of Benjamin Graham and the stellar results of his star student, Warren Buffett. Building life-changing wealth does not require a couple of years of fantastic returns. All you need is generally solid gains for several decades.\nFor example, an annual return of 10% -- in line with the long-term market average-- adds up to a 673% profit over 20 years. Beating the Street by a small margin makes a big difference on this long time scale. Boost your average gains to just 11%, and you'll see 806% returns over those 20 years. Larger increases bring even greater total long-haul returns. The three stocks discussed above are set up to do better than that, and their very survival in the long run is just about guaranteed by that willingness to change when market conditions require it.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9,"DIS":0.9,"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010239007,"gmtCreate":1648388133942,"gmtModify":1676534333137,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010239007","repostId":"2221071429","repostType":4,"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887275040,"gmtCreate":1632056596280,"gmtModify":1676530693573,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887275040","repostId":"1198486138","repostType":4,"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835249313,"gmtCreate":1629723916432,"gmtModify":1676530111585,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/835249313","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935880274,"gmtCreate":1663066631199,"gmtModify":1676537195012,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935880274","repostId":"1103196069","repostType":4,"repost":{"id":"1103196069","kind":"news","pubTimestamp":1663059438,"share":"https://ttm.financial/m/news/1103196069?lang=&edition=fundamental","pubTime":"2022-09-13 16:57","market":"us","language":"en","title":"Peloton, Oracle, Planet Labs And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1103196069","media":"Benzinga","summary":"With US stock futures trading higher this morning on Tuesday, some of the stocks that may grab inves","content":"<div>\n<p>With US stock futures trading higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Peloton slid over 2% in premarket trading; its co-founder John Foley ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/09/28842395/core-main-planet-labs-and-3-stocks-to-watch-heading-into-tuesday\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Peloton, Oracle, Planet Labs And More: U.S. Stocks To Watch</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\">\nPeloton, Oracle, Planet Labs And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/09/28842395/core-main-planet-labs-and-3-stocks-to-watch-heading-into-tuesday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Peloton slid over 2% in premarket trading; its co-founder John Foley ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/09/28842395/core-main-planet-labs-and-3-stocks-to-watch-heading-into-tuesday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","PTON":"Peloton Interactive, Inc.","PL":"Planet  Labs Pbc","EPM":"Evolution Petroleum","CNM":"Core & Main, Inc."},"source_url":"https://www.benzinga.com/news/earnings/22/09/28842395/core-main-planet-labs-and-3-stocks-to-watch-heading-into-tuesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103196069","content_text":"With US stock futures trading higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Peloton slid over 2% in premarket trading; its co-founder John Foley and other senior leaders are leaving the company in a management shake-up as the maker of connected exercise equipment races to turn itself aroundWall Street expects Core & Main, Inc. to report quarterly earnings at $0.47 per share on revenue of $1.63 billion. Core & Main shares gained 3.7% to $25.40 in after-hours trading.Oracle Corporation posted downbeat earnings for its first quarter. However, the company issued positive commentary on revenue growth expectations for the coming quarters. Oracle shares gained 1.4% to $78.19 in the pre-market trading session.Analysts expect Evolution Petroleum Corporation to post quarterly earnings $0.41 per share on revenue of $38.18 million for the latest quarter. The company will release earnings after the markets close.Planet Labs PBC reported better-than-expected Q2 results and boosted its FY23 sales guidance. Planet Labs shares jumped 10.5% to $5.99 in the pre-market trading session.Codiak BioSciences, Inc. reported pricing of $20 million public offering of common stock and warrants. Codiak BioSciences shares dipped 12.6% to $1.46 in pre-market trading.","news_type":1,"symbols_score_info":{"EPM":0.9,"CDAK":0.9,"PTON":0.9,"PL":0.9,"CNM":0.9,"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":2129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005376376,"gmtCreate":1642200304844,"gmtModify":1676533690741,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Thank you&nbsp;","listText":"Thank you&nbsp;","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005376376","repostId":"1165451504","repostType":4,"repost":{"id":"1165451504","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642174174,"share":"https://ttm.financial/m/news/1165451504?lang=&edition=fundamental","pubTime":"2022-01-14 23:29","market":"us","language":"en","title":"Semiconductor stocks jumped in morning trading, with Marvell Technology and TSM rising over 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1165451504","media":"Tiger Newspress","summary":"Semiconductor stocks jumped in morning trading, with Marvell Technology and TSM rising over 3%.","content":"<html><head></head><body><p>Semiconductor stocks jumped in morning trading, with Marvell Technology and TSM rising over 3%.<img src=\"https://static.tigerbbs.com/55f337309d9df997d8c362c38cb65c0c\" tg-width=\"1039\" tg-height=\"637\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/1111fedd2c1626a71dcfd86e7480cc61\" tg-width=\"1026\" tg-height=\"635\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks jumped in morning trading, with Marvell Technology and TSM rising over 3%</title>\n<style 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23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks jumped in morning trading, with Marvell Technology and TSM rising over 3%.<img src=\"https://static.tigerbbs.com/55f337309d9df997d8c362c38cb65c0c\" tg-width=\"1039\" tg-height=\"637\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/1111fedd2c1626a71dcfd86e7480cc61\" tg-width=\"1026\" tg-height=\"635\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","QCOM":"高通","MRVL":"迈威尔科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165451504","content_text":"Semiconductor stocks jumped in morning trading, with Marvell Technology and TSM rising over 3%.","news_type":1,"symbols_score_info":{"TSM":0.9,"QCOM":0.9,"MRVL":0.9}},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887275846,"gmtCreate":1632056661085,"gmtModify":1676530693581,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/887275846","repostId":"2168657952","repostType":4,"isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815025392,"gmtCreate":1630631424516,"gmtModify":1676530360517,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815025392","repostId":"2164497188","repostType":4,"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091094628,"gmtCreate":1643727551783,"gmtModify":1676533849122,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091094628","repostId":"1196808170","repostType":4,"isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005734873,"gmtCreate":1642404093133,"gmtModify":1676533708169,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005734873","repostId":"2203192728","repostType":4,"repost":{"id":"2203192728","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1642375676,"share":"https://ttm.financial/m/news/2203192728?lang=&edition=fundamental","pubTime":"2022-01-17 07:27","market":"us","language":"en","title":"Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2203192728","media":"Reuters","summary":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a s","content":"<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</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>Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-17 07:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","DOCU":"Docusign","CRM":"赛富时","MSFT":"微软","TSLA":"特斯拉","NVDA":"英伟达","ADBE":"Adobe","NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203192728","content_text":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.\"Given the performance of these tech names here recently, will earnings be a savior for them?\" said Walter Todd, chief investment officer at Greenwood Capital. \"Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.\"Fourth-quarter results season kicks into high gear this week, with overall S&P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy's rebound from pandemic lockdowns in 2020.Companies in the S&P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.\"To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,\" she said.The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&P 500, according to Refinitiv Datstream.Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched \"FAANG\" group of large growth companies. Investors will watch the streaming giant's plans for generating content and its outlook for subscribers.“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.Among the tech and growth names that have struggled in January are Adobe    and Salesforce.com   , both down about 9%, and DocuSign   , which has dropped about 15%.The ARK Innovation ETF   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, \"suggesting only a modest further move in longer-term yields,\" while \"the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.\"The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.Week aheadU.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.Notable U.S. corporate earningsTUESDAY:Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKRWEDNESDAY:Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter & Gamble PG, Kinder Morgan KMI, Fastenal Co. FASTTHURSDAY:Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEYFRIDAY:Schlumberger SLB, Huntington Bancshares Inc. HBANU.S. economic reportsTuesdayEmpire State manufacturing index for January due at 8:30 a.m. ETNAHB home builders index for January at 10 a.m.WednesdayBuilding permits and starts for December at 8:30 a.m.Philly Fed Index for January at 8:30 a.m.ThursdayInitial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.Existing home sales for December at 10 a.m.The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.\"This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.","news_type":1,"symbols_score_info":{"ADBE":0.9,"MSFT":0.9,"CRM":0.9,"DOCU":0.9,"NFLX":0.9,"TSLA":0.9,"AAPL":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005252576,"gmtCreate":1642323535249,"gmtModify":1676533701272,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005252576","repostId":"1161593163","repostType":4,"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863902049,"gmtCreate":1632351040981,"gmtModify":1676530757444,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Finally","listText":"Finally","text":"Finally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863902049","repostId":"1146187405","repostType":4,"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887272245,"gmtCreate":1632056514387,"gmtModify":1676530693565,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887272245","repostId":"2168089015","repostType":4,"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832293497,"gmtCreate":1629633910919,"gmtModify":1676530082983,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Go!","listText":"Go!","text":"Go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832293497","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839766404,"gmtCreate":1629182837508,"gmtModify":1676529956973,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Good chance","listText":"Good chance","text":"Good chance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839766404","repostId":"2159222279","repostType":4,"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998958710,"gmtCreate":1660922026233,"gmtModify":1676536424154,"author":{"id":"4089861821723520","authorId":"4089861821723520","name":"Huhu88","avatar":"https://static.tigerbbs.com/afaf32d53dd5ce37ce49c567be9cef05","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089861821723520","idStr":"4089861821723520"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9998958710","repostId":"9998950363","repostType":1,"repost":{"id":9998950363,"gmtCreate":1660921533655,"gmtModify":1676536424031,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>&nbsp;Blue chip is blue chip.&nbsp; Android for 5G mobile&nbsp;will be one of its&nbsp;its nxt growth component?&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>&nbsp;Blue chip is blue chip.&nbsp; Android for 5G mobile&nbsp;will be one of its&nbsp;its nxt growth component?&nbsp;","text":"$Alphabet(GOOGL)$ Blue chip is blue chip. Android for 5G mobile will be one of its its nxt growth component?","images":[{"img":"https://community-static.tradeup.com/news/21002c2662fd4a81ebd4839ef1d6db8a","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998950363","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}