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2021-07-28

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Tesla's Stock Pulls Back After Q2 Earnings: What Do Analysts Think?

2021-07-27

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Goldman Sachs slashes US economic growth forecast over weaker spending on services

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share","listText":"Great share","text":"Great share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803671161","repostId":"2154914904","repostType":4,"repost":{"id":"2154914904","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627437121,"share":"https://ttm.financial/m/news/2154914904?lang=&edition=fundamental","pubTime":"2021-07-28 09:52","market":"us","language":"en","title":"Tesla's Stock Pulls Back After Q2 Earnings: What Do Analysts Think?","url":"https://stock-news.laohu8.com/highlight/detail?id=2154914904","media":"Benzinga","summary":"Tesla Inc (NASDAQ: TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.","content":"<p><b>Tesla Inc</b> (NASDAQ:TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.</p>\n<p>Tesla reported adjusted second-quarter EPS of $1.45 on revenue of $11.96 billion. Both numbers exceeded analyst estimates of 98 cents and $11.3 billion, respectively. Revenue was up 98% from a year ago.</p>\n<p>Tesla’s GAAP net income for the quarter topped $1 billion for the first time and was up nearly tenfold from a year ago. Only $354 million of that income came from regulatory credit sales. Tesla also reported a $23 million impairment related to the value of its <b>Bitcoin</b> (CRYPTO: BTC) holdings.</p>\n<p>Tesla’s automotive gross margins were 28.4%, their highest level of the past four quarters.</p>\n<p><b>Priced To Perfection:</b> CFRA analyst Garrett Nelson said Tesla’s quarter was impressive, but there is already a lot of optimism priced into the stock amid a climate of rapidly growing electric vehicle competition.</p>\n<p>“TSLA said it remains on track to build its first vehicles in Berlin and Austin in 2021, which was positive given recent chatter of potential delays in Germany,” Nelson wrote in a note.</p>\n<p>Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p>\n<p>“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p>\n<p>“Tesla is not only among the fastest growing auto companies in the world, it is also <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most profitable,” Jonas wrote.</p>\n<p><b>Impressive Margins: </b>Bank of America analyst John Murphy said Tesla is executing well and benefiting from auto industry price dynamics.</p>\n<p>“While it remains to be seen whether or not TSLA will be dominant over the long-term, we continue to believe that as long as the company can fund outsized growth (new model introductions, capacity installation, etc.) with little to no cost of capital, as it has over the past decade, its high stock price will be justified,” Murphy wrote.</p>\n<p>Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p>\n<p>“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p>\n<p>RBC Capital Markets analyst Joseph Spak said Tesla’s use of China as a global export hub is driving margins higher.</p>\n<p>“However, the lift from China as an export hub does have us thinking about some potential margin pressure once the Berlin factory opens (Germany is a higher cost country) unless additional cost reductions come through (structural pack, new castings, logistics),” Spak wrote.</p>\n<p><b>EV <a href=\"https://laohu8.com/S/LEDR\">Market Leader</a>: </b>Mizuho analyst Vijay Rakesh said Tesla and <b>Nio Inc</b>&nbsp;(NYSE:NIO) are well-positioned to dominate the high-growth EV market while legacy automakers struggle to transition.</p>\n<p>“We see the global EV market growing at a long-term 30% CAGR, with Tesla driving a significant differentiation with its in-house battery, hardware and self-driving software, leading to sustained market leadership,” Rakesh wrote.</p>\n<p>Wedbush analyst Daniel Ives said Tesla has clear momentum heading into the second half of 2021 despite the ongoing chip shortage.</p>\n<p>“In 2Q, Tesla had its back against the wall (chip shortage, China PR/safety issues, competition) and delivered numbers that speak to an EV growth story still in its early innings of playing out,” Ives wrote.</p>\n<ul>\n <li><b>TSLA Ratings And Price Targets:</b>&nbsp;CFRA has a Hold rating and $675 target.</li>\n <li>Bank of America has a Neutral rating and $800 target.</li>\n <li>Morgan Stanley has an Overweight rating and $900 target.</li>\n <li>Needham has an Underperform rating.</li>\n <li>Mizuho has a Buy rating and $825 target.</li>\n <li>Wells Fargo has an Equal Weight rating and $660 target.</li>\n <li>RBC has a Sector Perform rating and $745 target.</li>\n <li>Wedbush has an Outperform rating and $1,000 target.</li>\n</ul>\n<p>Tesla's stock traded down 4% to $630.88 at publication time.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nTesla's Stock Pulls Back After Q2 Earnings: What Do Analysts Think?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-28 09:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Tesla Inc</b> (NASDAQ:TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.</p>\n<p>Tesla reported adjusted second-quarter EPS of $1.45 on revenue of $11.96 billion. Both numbers exceeded analyst estimates of 98 cents and $11.3 billion, respectively. Revenue was up 98% from a year ago.</p>\n<p>Tesla’s GAAP net income for the quarter topped $1 billion for the first time and was up nearly tenfold from a year ago. Only $354 million of that income came from regulatory credit sales. Tesla also reported a $23 million impairment related to the value of its <b>Bitcoin</b> (CRYPTO: BTC) holdings.</p>\n<p>Tesla’s automotive gross margins were 28.4%, their highest level of the past four quarters.</p>\n<p><b>Priced To Perfection:</b> CFRA analyst Garrett Nelson said Tesla’s quarter was impressive, but there is already a lot of optimism priced into the stock amid a climate of rapidly growing electric vehicle competition.</p>\n<p>“TSLA said it remains on track to build its first vehicles in Berlin and Austin in 2021, which was positive given recent chatter of potential delays in Germany,” Nelson wrote in a note.</p>\n<p>Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p>\n<p>“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p>\n<p>“Tesla is not only among the fastest growing auto companies in the world, it is also <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most profitable,” Jonas wrote.</p>\n<p><b>Impressive Margins: </b>Bank of America analyst John Murphy said Tesla is executing well and benefiting from auto industry price dynamics.</p>\n<p>“While it remains to be seen whether or not TSLA will be dominant over the long-term, we continue to believe that as long as the company can fund outsized growth (new model introductions, capacity installation, etc.) with little to no cost of capital, as it has over the past decade, its high stock price will be justified,” Murphy wrote.</p>\n<p>Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p>\n<p>“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p>\n<p>RBC Capital Markets analyst Joseph Spak said Tesla’s use of China as a global export hub is driving margins higher.</p>\n<p>“However, the lift from China as an export hub does have us thinking about some potential margin pressure once the Berlin factory opens (Germany is a higher cost country) unless additional cost reductions come through (structural pack, new castings, logistics),” Spak wrote.</p>\n<p><b>EV <a href=\"https://laohu8.com/S/LEDR\">Market Leader</a>: </b>Mizuho analyst Vijay Rakesh said Tesla and <b>Nio Inc</b>&nbsp;(NYSE:NIO) are well-positioned to dominate the high-growth EV market while legacy automakers struggle to transition.</p>\n<p>“We see the global EV market growing at a long-term 30% CAGR, with Tesla driving a significant differentiation with its in-house battery, hardware and self-driving software, leading to sustained market leadership,” Rakesh wrote.</p>\n<p>Wedbush analyst Daniel Ives said Tesla has clear momentum heading into the second half of 2021 despite the ongoing chip shortage.</p>\n<p>“In 2Q, Tesla had its back against the wall (chip shortage, China PR/safety issues, competition) and delivered numbers that speak to an EV growth story still in its early innings of playing out,” Ives wrote.</p>\n<ul>\n <li><b>TSLA Ratings And Price Targets:</b>&nbsp;CFRA has a Hold rating and $675 target.</li>\n <li>Bank of America has a Neutral rating and $800 target.</li>\n <li>Morgan Stanley has an Overweight rating and $900 target.</li>\n <li>Needham has an Underperform rating.</li>\n <li>Mizuho has a Buy rating and $825 target.</li>\n <li>Wells Fargo has an Equal Weight rating and $660 target.</li>\n <li>RBC has a Sector Perform rating and $745 target.</li>\n <li>Wedbush has an Outperform rating and $1,000 target.</li>\n</ul>\n<p>Tesla's stock traded down 4% to $630.88 at publication time.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTWO":"Q2 Holdings Inc","NIO":"蔚来","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154914904","content_text":"Tesla Inc (NASDAQ:TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.\nTesla reported adjusted second-quarter EPS of $1.45 on revenue of $11.96 billion. Both numbers exceeded analyst estimates of 98 cents and $11.3 billion, respectively. Revenue was up 98% from a year ago.\nTesla’s GAAP net income for the quarter topped $1 billion for the first time and was up nearly tenfold from a year ago. Only $354 million of that income came from regulatory credit sales. Tesla also reported a $23 million impairment related to the value of its Bitcoin (CRYPTO: BTC) holdings.\nTesla’s automotive gross margins were 28.4%, their highest level of the past four quarters.\nPriced To Perfection: CFRA analyst Garrett Nelson said Tesla’s quarter was impressive, but there is already a lot of optimism priced into the stock amid a climate of rapidly growing electric vehicle competition.\n“TSLA said it remains on track to build its first vehicles in Berlin and Austin in 2021, which was positive given recent chatter of potential delays in Germany,” Nelson wrote in a note.\nNeedham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.\n“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.\nMorgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.\n“Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.\nImpressive Margins: Bank of America analyst John Murphy said Tesla is executing well and benefiting from auto industry price dynamics.\n“While it remains to be seen whether or not TSLA will be dominant over the long-term, we continue to believe that as long as the company can fund outsized growth (new model introductions, capacity installation, etc.) with little to no cost of capital, as it has over the past decade, its high stock price will be justified,” Murphy wrote.\nWells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.\n“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.\nRBC Capital Markets analyst Joseph Spak said Tesla’s use of China as a global export hub is driving margins higher.\n“However, the lift from China as an export hub does have us thinking about some potential margin pressure once the Berlin factory opens (Germany is a higher cost country) unless additional cost reductions come through (structural pack, new castings, logistics),” Spak wrote.\nEV Market Leader: Mizuho analyst Vijay Rakesh said Tesla and Nio Inc (NYSE:NIO) are well-positioned to dominate the high-growth EV market while legacy automakers struggle to transition.\n“We see the global EV market growing at a long-term 30% CAGR, with Tesla driving a significant differentiation with its in-house battery, hardware and self-driving software, leading to sustained market leadership,” Rakesh wrote.\nWedbush analyst Daniel Ives said Tesla has clear momentum heading into the second half of 2021 despite the ongoing chip shortage.\n“In 2Q, Tesla had its back against the wall (chip shortage, China PR/safety issues, competition) and delivered numbers that speak to an EV growth story still in its early innings of playing out,” Ives wrote.\n\nTSLA Ratings And Price Targets: CFRA has a Hold rating and $675 target.\nBank of America has a Neutral rating and $800 target.\nMorgan Stanley has an Overweight rating and $900 target.\nNeedham has an Underperform rating.\nMizuho has a Buy rating and $825 target.\nWells Fargo has an Equal Weight rating and $660 target.\nRBC has a Sector Perform rating and $745 target.\nWedbush has an Outperform rating and $1,000 target.\n\nTesla's stock traded down 4% to $630.88 at publication time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809828176,"gmtCreate":1627359276995,"gmtModify":1703488345675,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090421679914750","authorIdStr":"4090421679914750"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809828176","repostId":"2154966721","repostType":4,"repost":{"id":"2154966721","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627355035,"share":"https://ttm.financial/m/news/2154966721?lang=&edition=fundamental","pubTime":"2021-07-27 11:03","market":"us","language":"en","title":"Why These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2154966721","media":"Benzinga","summary":"Microsoft Corp. (NASDAQ: MSFT) is set to report fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc and Wedbush Securities have provided insight into the company’s market positioning.","content":"<p><b>Microsoft Corp. </b>(NASDAQ:MSFT) is set to report&nbsp;fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc&nbsp;and Wedbush Securities have provided insight into the company’s market positioning.</p>\n<p>The consensus estimates project fourth-quarter EPS of&nbsp;$1.90 and revenue of&nbsp;$44.1&nbsp;billion.</p>\n<h3>Citi's Take On Microsoft</h3>\n<p>“Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.</p>\n<p>Longer-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.</p>\n<p>The analyst maintained a Buy rating and raised the&nbsp;price target from $310 to $378.</p>\n<h3>KeyBanc's Take On Microsoft</h3>\n<p>Microsoft is becoming increasingly strategically important in the realm of security, cloud migration&nbsp;and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.</p>\n<p>According to a survey of IT value-added resellers (VAR), security, Office 365&nbsp;and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.</p>\n<p>The VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings,&nbsp;which surpassed Okta/Auth0, he said.</p>\n<p>The analyst reiterated an Overweight rating and increased the&nbsp;price target from $305 to $330.</p>\n<h3>Wedbush's Take On Microsoft</h3>\n<p>Analyst Daniel Ives is expecting a “beat and raise” from Microsoft on&nbsp;earnings and guidance Tuesday.</p>\n<p>Azure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.</p>\n<p>Azure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.</p>\n<p>Digital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.</p>\n<p>Looking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.</p>\n<p><b>MSFT Price Action: </b>Microsoft was trading down 0.43% to $288.43 at last check Monday.</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>Why These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results</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 These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-27 11:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Microsoft Corp. </b>(NASDAQ:MSFT) is set to report&nbsp;fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc&nbsp;and Wedbush Securities have provided insight into the company’s market positioning.</p>\n<p>The consensus estimates project fourth-quarter EPS of&nbsp;$1.90 and revenue of&nbsp;$44.1&nbsp;billion.</p>\n<h3>Citi's Take On Microsoft</h3>\n<p>“Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.</p>\n<p>Longer-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.</p>\n<p>The analyst maintained a Buy rating and raised the&nbsp;price target from $310 to $378.</p>\n<h3>KeyBanc's Take On Microsoft</h3>\n<p>Microsoft is becoming increasingly strategically important in the realm of security, cloud migration&nbsp;and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.</p>\n<p>According to a survey of IT value-added resellers (VAR), security, Office 365&nbsp;and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.</p>\n<p>The VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings,&nbsp;which surpassed Okta/Auth0, he said.</p>\n<p>The analyst reiterated an Overweight rating and increased the&nbsp;price target from $305 to $330.</p>\n<h3>Wedbush's Take On Microsoft</h3>\n<p>Analyst Daniel Ives is expecting a “beat and raise” from Microsoft on&nbsp;earnings and guidance Tuesday.</p>\n<p>Azure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.</p>\n<p>Azure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.</p>\n<p>Digital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.</p>\n<p>Looking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.</p>\n<p><b>MSFT Price Action: </b>Microsoft was trading down 0.43% to $288.43 at last check Monday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154966721","content_text":"Microsoft Corp. (NASDAQ:MSFT) is set to report fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc and Wedbush Securities have provided insight into the company’s market positioning.\nThe consensus estimates project fourth-quarter EPS of $1.90 and revenue of $44.1 billion.\nCiti's Take On Microsoft\n“Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.\nLonger-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.\nThe analyst maintained a Buy rating and raised the price target from $310 to $378.\nKeyBanc's Take On Microsoft\nMicrosoft is becoming increasingly strategically important in the realm of security, cloud migration and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.\nAccording to a survey of IT value-added resellers (VAR), security, Office 365 and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.\nThe VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings, which surpassed Okta/Auth0, he said.\nThe analyst reiterated an Overweight rating and increased the price target from $305 to $330.\nWedbush's Take On Microsoft\nAnalyst Daniel Ives is expecting a “beat and raise” from Microsoft on earnings and guidance Tuesday.\nAzure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.\nAzure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.\nDigital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.\nLooking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.\nMSFT Price Action: Microsoft was trading down 0.43% to $288.43 at last check Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809828330,"gmtCreate":1627359260220,"gmtModify":1703488345835,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090421679914750","authorIdStr":"4090421679914750"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809828330","repostId":"1124522176","repostType":4,"repost":{"id":"1124522176","pubTimestamp":1627355553,"share":"https://ttm.financial/m/news/1124522176?lang=&edition=fundamental","pubTime":"2021-07-27 11:12","market":"us","language":"en","title":"Hershey Earnings: What to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1124522176","media":"Motley Fool","summary":"Hershey(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings resul","content":"<p><b>Hershey</b>(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings results for the second quarter on Thursday, July 29. And if its recent momentum is any guide, that report might include strong sales and earnings growth, along with another upgrade to management's 2021 forecast.</p>\n<p>Let's take a closer look.</p>\n<p>More mobility</p>\n<p>There's every reason to expect big sales numbers in Thursday's announcement. Hershey said back in April that its portfolio was resonating with consumers, especially as they increased mobility following the lifting of COVID-19 social distancing efforts. Its baking products continued to sell well through early April, but on-the-go purchases like candies, mints, and gums started booming. Overall organic sales were up 13% last quarter.</p>\n<p>Look for slower, but still impressive, gains on Thursday. Most investors who follow the stock are expecting sales to rise about 5% to $1.8 billion. That performance would keep Hershey near the top of the snack food niche.<b>PepsiCo</b>, for context, just announced a6% boostin its U.S. snack segment through mid-June.</p>\n<p>Beyond that headline sales figure, watch for Hershey's comments on market share and on the balance between rising sales volumes and prices. Ideally, volume will lead the way higher even as prices increase.</p>\n<p>Profit check-in</p>\n<p>Most globalconsumer staplespeers, including PepsiCo, are posting higher margins right now, but Hershey hasn't yet cashed in on that trend. Gross profit dipped slightly in the second quarter, in fact, which held bottom-line profitability in check.</p>\n<p>That situation likely improved in recent months thanks to rising prices and a demand tilt toward higher-margin, on-the-go candies and snacks. Most packaged food peers, from<b>Coca-Cola</b>, to<b>McCormick</b>, are seeing a lift from these shifts. Hershey won't be left out of the party.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f8a32471591d4b0092cce99e3766887\" tg-width=\"720\" tg-height=\"482\" referrerpolicy=\"no-referrer\"><span>HSY OPERATING MARGIN (TTM)DATA BYYCHARTS</span></p>\n<p>Most investors are looking for earnings to jump to $1.44 per share from $1.31 per share a year ago. But the bigger question is whether Hershey can return to setting record operating margins by late 2021.</p>\n<p>The new outlook</p>\n<p>Heading into this report, CEO Michele Buck and her team's outlook is calling for sales to rise by between 4% and 6% this year, up from their prior forecast of a 2% to 4% uptick. A strong Q2 outing for the business might spur another modest increase to that prediction on Thursday.</p>\n<p>The earnings outlook was also lifted in April and might get another boost this week, especially if consumers don't balk at Hershey's latest round of price increases.</p>\n<p>Looking further out, the company can reasonably target accelerating sales and earnings growth this year following modest increases during the COVID-19 pandemic. Hershey isn't the cheapest or fastest-growing stock in its niche with those kinds of prospects. McCormick and PepsiCo have lower valuations even though they're expanding sales and earnings at a faster clip.</p>\n<p>But investors still might want to follow Hershey's report this week for signs that the business is on a sustainably stronger path. That's the surest way the company can earn the stock price rally that's seen it outperform most of its rivals over the past year.</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>Hershey Earnings: What 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\">\nHershey Earnings: What to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/26/hershey-earnings-what-to-watch/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hershey(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings results for the second quarter on Thursday, July 29. And if its recent momentum is any guide, that report...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/hershey-earnings-what-to-watch/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSY":"好时"},"source_url":"https://www.fool.com/investing/2021/07/26/hershey-earnings-what-to-watch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124522176","content_text":"Hershey(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings results for the second quarter on Thursday, July 29. And if its recent momentum is any guide, that report might include strong sales and earnings growth, along with another upgrade to management's 2021 forecast.\nLet's take a closer look.\nMore mobility\nThere's every reason to expect big sales numbers in Thursday's announcement. Hershey said back in April that its portfolio was resonating with consumers, especially as they increased mobility following the lifting of COVID-19 social distancing efforts. Its baking products continued to sell well through early April, but on-the-go purchases like candies, mints, and gums started booming. Overall organic sales were up 13% last quarter.\nLook for slower, but still impressive, gains on Thursday. Most investors who follow the stock are expecting sales to rise about 5% to $1.8 billion. That performance would keep Hershey near the top of the snack food niche.PepsiCo, for context, just announced a6% boostin its U.S. snack segment through mid-June.\nBeyond that headline sales figure, watch for Hershey's comments on market share and on the balance between rising sales volumes and prices. Ideally, volume will lead the way higher even as prices increase.\nProfit check-in\nMost globalconsumer staplespeers, including PepsiCo, are posting higher margins right now, but Hershey hasn't yet cashed in on that trend. Gross profit dipped slightly in the second quarter, in fact, which held bottom-line profitability in check.\nThat situation likely improved in recent months thanks to rising prices and a demand tilt toward higher-margin, on-the-go candies and snacks. Most packaged food peers, fromCoca-Cola, toMcCormick, are seeing a lift from these shifts. Hershey won't be left out of the party.\nHSY OPERATING MARGIN (TTM)DATA BYYCHARTS\nMost investors are looking for earnings to jump to $1.44 per share from $1.31 per share a year ago. But the bigger question is whether Hershey can return to setting record operating margins by late 2021.\nThe new outlook\nHeading into this report, CEO Michele Buck and her team's outlook is calling for sales to rise by between 4% and 6% this year, up from their prior forecast of a 2% to 4% uptick. A strong Q2 outing for the business might spur another modest increase to that prediction on Thursday.\nThe earnings outlook was also lifted in April and might get another boost this week, especially if consumers don't balk at Hershey's latest round of price increases.\nLooking further out, the company can reasonably target accelerating sales and earnings growth this year following modest increases during the COVID-19 pandemic. Hershey isn't the cheapest or fastest-growing stock in its niche with those kinds of prospects. McCormick and PepsiCo have lower valuations even though they're expanding sales and earnings at a faster clip.\nBut investors still might want to follow Hershey's report this week for signs that the business is on a sustainably stronger path. That's the surest way the company can earn the stock price rally that's seen it outperform most of its rivals over the past year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809821535,"gmtCreate":1627359246327,"gmtModify":1703488345028,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090421679914750","authorIdStr":"4090421679914750"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809821535","repostId":"1190848120","repostType":4,"repost":{"id":"1190848120","pubTimestamp":1627356244,"share":"https://ttm.financial/m/news/1190848120?lang=&edition=fundamental","pubTime":"2021-07-27 11:24","market":"us","language":"en","title":"AMD Reports Earnings Tuesday. It’s All About the Data Center.","url":"https://stock-news.laohu8.com/highlight/detail?id=1190848120","media":"Barrons","summary":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors","content":"<p>When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.</p>\n<p>Amid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.</p>\n<p>For AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).</p>\n<p>Jefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.</p>\n<p>AMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.</p>\n<p>Wall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).</p>\n<p>AMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.</p>\n<p>AMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.</p>\n<p>Because AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.</p>\n<p>AMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.</p>\n<p>Outsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.</p>\n<p>Among Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Reports Earnings Tuesday. It’s All About the Data Center.</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\">\nAMD Reports Earnings Tuesday. It’s All About the Data Center.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.\nAmid chip ...</p>\n\n<a href=\"https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190848120","content_text":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.\nAmid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.\nFor AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).\nJefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.\nAMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.\nWall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).\nAMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.\nAMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.\nBecause AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.\nAMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.\nOutsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.\nAmong Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809821221,"gmtCreate":1627359232663,"gmtModify":1703488344866,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090421679914750","authorIdStr":"4090421679914750"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809821221","repostId":"1127751488","repostType":4,"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809823577,"gmtCreate":1627359189899,"gmtModify":1703488344057,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090421679914750","authorIdStr":"4090421679914750"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809823577","repostId":"1103996297","repostType":4,"repost":{"id":"1103996297","pubTimestamp":1627357394,"share":"https://ttm.financial/m/news/1103996297?lang=&edition=fundamental","pubTime":"2021-07-27 11:43","market":"us","language":"en","title":"Goldman Sachs slashes US economic growth forecast over weaker spending on services","url":"https://stock-news.laohu8.com/highlight/detail?id=1103996297","media":"CNN","summary":"New York Goldman Sachs  slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.That's why rotation is necessary in how people spend their cash, said G","content":"<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.</p>\n<p>During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.</p>\n<p>But in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.</p>\n<p>That's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.</p>\n<p>\"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.</p>\n<p>In response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.</p>\n<p>Between July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.</p>\n<p>From 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.</p>\n<p>Even though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.</p>\n<p>The rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.</p>\n<p>\"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"</p>\n<p>At the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.</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>Goldman Sachs slashes US economic growth forecast over weaker spending on services</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\">\nGoldman Sachs slashes US economic growth forecast over weaker spending on services\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 11:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed ...</p>\n\n<a href=\"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103996297","content_text":"New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.\nDuring the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.\nBut in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.\nThat's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.\n\"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.\nIn response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.\nBetween July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.\nFrom 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.\nEven though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.\nThe rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.\n\"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"\nAt the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":803671161,"gmtCreate":1627438526753,"gmtModify":1703489963447,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090421679914750","authorIdStr":"4090421679914750"},"themes":[],"htmlText":"Great share","listText":"Great share","text":"Great share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803671161","repostId":"2154914904","repostType":4,"repost":{"id":"2154914904","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627437121,"share":"https://ttm.financial/m/news/2154914904?lang=&edition=fundamental","pubTime":"2021-07-28 09:52","market":"us","language":"en","title":"Tesla's Stock Pulls Back After Q2 Earnings: What Do Analysts Think?","url":"https://stock-news.laohu8.com/highlight/detail?id=2154914904","media":"Benzinga","summary":"Tesla Inc (NASDAQ: TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.","content":"<p><b>Tesla Inc</b> (NASDAQ:TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.</p>\n<p>Tesla reported adjusted second-quarter EPS of $1.45 on revenue of $11.96 billion. Both numbers exceeded analyst estimates of 98 cents and $11.3 billion, respectively. Revenue was up 98% from a year ago.</p>\n<p>Tesla’s GAAP net income for the quarter topped $1 billion for the first time and was up nearly tenfold from a year ago. Only $354 million of that income came from regulatory credit sales. Tesla also reported a $23 million impairment related to the value of its <b>Bitcoin</b> (CRYPTO: BTC) holdings.</p>\n<p>Tesla’s automotive gross margins were 28.4%, their highest level of the past four quarters.</p>\n<p><b>Priced To Perfection:</b> CFRA analyst Garrett Nelson said Tesla’s quarter was impressive, but there is already a lot of optimism priced into the stock amid a climate of rapidly growing electric vehicle competition.</p>\n<p>“TSLA said it remains on track to build its first vehicles in Berlin and Austin in 2021, which was positive given recent chatter of potential delays in Germany,” Nelson wrote in a note.</p>\n<p>Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p>\n<p>“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p>\n<p>“Tesla is not only among the fastest growing auto companies in the world, it is also <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most profitable,” Jonas wrote.</p>\n<p><b>Impressive Margins: </b>Bank of America analyst John Murphy said Tesla is executing well and benefiting from auto industry price dynamics.</p>\n<p>“While it remains to be seen whether or not TSLA will be dominant over the long-term, we continue to believe that as long as the company can fund outsized growth (new model introductions, capacity installation, etc.) with little to no cost of capital, as it has over the past decade, its high stock price will be justified,” Murphy wrote.</p>\n<p>Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p>\n<p>“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p>\n<p>RBC Capital Markets analyst Joseph Spak said Tesla’s use of China as a global export hub is driving margins higher.</p>\n<p>“However, the lift from China as an export hub does have us thinking about some potential margin pressure once the Berlin factory opens (Germany is a higher cost country) unless additional cost reductions come through (structural pack, new castings, logistics),” Spak wrote.</p>\n<p><b>EV <a href=\"https://laohu8.com/S/LEDR\">Market Leader</a>: </b>Mizuho analyst Vijay Rakesh said Tesla and <b>Nio Inc</b>&nbsp;(NYSE:NIO) are well-positioned to dominate the high-growth EV market while legacy automakers struggle to transition.</p>\n<p>“We see the global EV market growing at a long-term 30% CAGR, with Tesla driving a significant differentiation with its in-house battery, hardware and self-driving software, leading to sustained market leadership,” Rakesh wrote.</p>\n<p>Wedbush analyst Daniel Ives said Tesla has clear momentum heading into the second half of 2021 despite the ongoing chip shortage.</p>\n<p>“In 2Q, Tesla had its back against the wall (chip shortage, China PR/safety issues, competition) and delivered numbers that speak to an EV growth story still in its early innings of playing out,” Ives wrote.</p>\n<ul>\n <li><b>TSLA Ratings And Price Targets:</b>&nbsp;CFRA has a Hold rating and $675 target.</li>\n <li>Bank of America has a Neutral rating and $800 target.</li>\n <li>Morgan Stanley has an Overweight rating and $900 target.</li>\n <li>Needham has an Underperform rating.</li>\n <li>Mizuho has a Buy rating and $825 target.</li>\n <li>Wells Fargo has an Equal Weight rating and $660 target.</li>\n <li>RBC has a Sector Perform rating and $745 target.</li>\n <li>Wedbush has an Outperform rating and $1,000 target.</li>\n</ul>\n<p>Tesla's stock traded down 4% to $630.88 at publication time.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nTesla's Stock Pulls Back After Q2 Earnings: What Do Analysts Think?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-28 09:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Tesla Inc</b> (NASDAQ:TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.</p>\n<p>Tesla reported adjusted second-quarter EPS of $1.45 on revenue of $11.96 billion. Both numbers exceeded analyst estimates of 98 cents and $11.3 billion, respectively. Revenue was up 98% from a year ago.</p>\n<p>Tesla’s GAAP net income for the quarter topped $1 billion for the first time and was up nearly tenfold from a year ago. Only $354 million of that income came from regulatory credit sales. Tesla also reported a $23 million impairment related to the value of its <b>Bitcoin</b> (CRYPTO: BTC) holdings.</p>\n<p>Tesla’s automotive gross margins were 28.4%, their highest level of the past four quarters.</p>\n<p><b>Priced To Perfection:</b> CFRA analyst Garrett Nelson said Tesla’s quarter was impressive, but there is already a lot of optimism priced into the stock amid a climate of rapidly growing electric vehicle competition.</p>\n<p>“TSLA said it remains on track to build its first vehicles in Berlin and Austin in 2021, which was positive given recent chatter of potential delays in Germany,” Nelson wrote in a note.</p>\n<p>Needham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.</p>\n<p>“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.</p>\n<p>“Tesla is not only among the fastest growing auto companies in the world, it is also <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most profitable,” Jonas wrote.</p>\n<p><b>Impressive Margins: </b>Bank of America analyst John Murphy said Tesla is executing well and benefiting from auto industry price dynamics.</p>\n<p>“While it remains to be seen whether or not TSLA will be dominant over the long-term, we continue to believe that as long as the company can fund outsized growth (new model introductions, capacity installation, etc.) with little to no cost of capital, as it has over the past decade, its high stock price will be justified,” Murphy wrote.</p>\n<p>Wells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.</p>\n<p>“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.</p>\n<p>RBC Capital Markets analyst Joseph Spak said Tesla’s use of China as a global export hub is driving margins higher.</p>\n<p>“However, the lift from China as an export hub does have us thinking about some potential margin pressure once the Berlin factory opens (Germany is a higher cost country) unless additional cost reductions come through (structural pack, new castings, logistics),” Spak wrote.</p>\n<p><b>EV <a href=\"https://laohu8.com/S/LEDR\">Market Leader</a>: </b>Mizuho analyst Vijay Rakesh said Tesla and <b>Nio Inc</b>&nbsp;(NYSE:NIO) are well-positioned to dominate the high-growth EV market while legacy automakers struggle to transition.</p>\n<p>“We see the global EV market growing at a long-term 30% CAGR, with Tesla driving a significant differentiation with its in-house battery, hardware and self-driving software, leading to sustained market leadership,” Rakesh wrote.</p>\n<p>Wedbush analyst Daniel Ives said Tesla has clear momentum heading into the second half of 2021 despite the ongoing chip shortage.</p>\n<p>“In 2Q, Tesla had its back against the wall (chip shortage, China PR/safety issues, competition) and delivered numbers that speak to an EV growth story still in its early innings of playing out,” Ives wrote.</p>\n<ul>\n <li><b>TSLA Ratings And Price Targets:</b>&nbsp;CFRA has a Hold rating and $675 target.</li>\n <li>Bank of America has a Neutral rating and $800 target.</li>\n <li>Morgan Stanley has an Overweight rating and $900 target.</li>\n <li>Needham has an Underperform rating.</li>\n <li>Mizuho has a Buy rating and $825 target.</li>\n <li>Wells Fargo has an Equal Weight rating and $660 target.</li>\n <li>RBC has a Sector Perform rating and $745 target.</li>\n <li>Wedbush has an Outperform rating and $1,000 target.</li>\n</ul>\n<p>Tesla's stock traded down 4% to $630.88 at publication time.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTWO":"Q2 Holdings Inc","NIO":"蔚来","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154914904","content_text":"Tesla Inc (NASDAQ:TSLA) shares traded lower on Tuesday after the company’s second-quarter earnings beat failed to wow the market.\nTesla reported adjusted second-quarter EPS of $1.45 on revenue of $11.96 billion. Both numbers exceeded analyst estimates of 98 cents and $11.3 billion, respectively. Revenue was up 98% from a year ago.\nTesla’s GAAP net income for the quarter topped $1 billion for the first time and was up nearly tenfold from a year ago. Only $354 million of that income came from regulatory credit sales. Tesla also reported a $23 million impairment related to the value of its Bitcoin (CRYPTO: BTC) holdings.\nTesla’s automotive gross margins were 28.4%, their highest level of the past four quarters.\nPriced To Perfection: CFRA analyst Garrett Nelson said Tesla’s quarter was impressive, but there is already a lot of optimism priced into the stock amid a climate of rapidly growing electric vehicle competition.\n“TSLA said it remains on track to build its first vehicles in Berlin and Austin in 2021, which was positive given recent chatter of potential delays in Germany,” Nelson wrote in a note.\nNeedham analyst Rajvindra Gill said Tesla shares are already priced to perfection, which could explain the stock’s weakness on Tuesday.\n“Tesla's ‘priced to perfection’ valuation is hard for us to justify, even with more positive recent Results,” Gill wrote.\nMorgan Stanley analyst Adam Jonas said the quarter likely didn’t change the narrative for bulls or bears, and Tesla is still not a value stock priced at an enterprise multiple of 70x.\n“Tesla is not only among the fastest growing auto companies in the world, it is also one of the most profitable,” Jonas wrote.\nImpressive Margins: Bank of America analyst John Murphy said Tesla is executing well and benefiting from auto industry price dynamics.\n“While it remains to be seen whether or not TSLA will be dominant over the long-term, we continue to believe that as long as the company can fund outsized growth (new model introductions, capacity installation, etc.) with little to no cost of capital, as it has over the past decade, its high stock price will be justified,” Murphy wrote.\nWells Fargo analyst Colin Langan said auto gross margins were impressive, but they may not last.\n“We see auto margins moderating in Q3/Q4 due to rising raw mat costs and mix dilution as the lower priced Model Y SR launches in China,” Langran wrote.\nRBC Capital Markets analyst Joseph Spak said Tesla’s use of China as a global export hub is driving margins higher.\n“However, the lift from China as an export hub does have us thinking about some potential margin pressure once the Berlin factory opens (Germany is a higher cost country) unless additional cost reductions come through (structural pack, new castings, logistics),” Spak wrote.\nEV Market Leader: Mizuho analyst Vijay Rakesh said Tesla and Nio Inc (NYSE:NIO) are well-positioned to dominate the high-growth EV market while legacy automakers struggle to transition.\n“We see the global EV market growing at a long-term 30% CAGR, with Tesla driving a significant differentiation with its in-house battery, hardware and self-driving software, leading to sustained market leadership,” Rakesh wrote.\nWedbush analyst Daniel Ives said Tesla has clear momentum heading into the second half of 2021 despite the ongoing chip shortage.\n“In 2Q, Tesla had its back against the wall (chip shortage, China PR/safety issues, competition) and delivered numbers that speak to an EV growth story still in its early innings of playing out,” Ives wrote.\n\nTSLA Ratings And Price Targets: CFRA has a Hold rating and $675 target.\nBank of America has a Neutral rating and $800 target.\nMorgan Stanley has an Overweight rating and $900 target.\nNeedham has an Underperform rating.\nMizuho has a Buy rating and $825 target.\nWells Fargo has an Equal Weight rating and $660 target.\nRBC has a Sector Perform rating and $745 target.\nWedbush has an Outperform rating and $1,000 target.\n\nTesla's stock traded down 4% to $630.88 at publication time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809828176,"gmtCreate":1627359276995,"gmtModify":1703488345675,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090421679914750","authorIdStr":"4090421679914750"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809828176","repostId":"2154966721","repostType":4,"repost":{"id":"2154966721","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627355035,"share":"https://ttm.financial/m/news/2154966721?lang=&edition=fundamental","pubTime":"2021-07-27 11:03","market":"us","language":"en","title":"Why These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2154966721","media":"Benzinga","summary":"Microsoft Corp. (NASDAQ: MSFT) is set to report fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc and Wedbush Securities have provided insight into the company’s market positioning.","content":"<p><b>Microsoft Corp. </b>(NASDAQ:MSFT) is set to report&nbsp;fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc&nbsp;and Wedbush Securities have provided insight into the company’s market positioning.</p>\n<p>The consensus estimates project fourth-quarter EPS of&nbsp;$1.90 and revenue of&nbsp;$44.1&nbsp;billion.</p>\n<h3>Citi's Take On Microsoft</h3>\n<p>“Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.</p>\n<p>Longer-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.</p>\n<p>The analyst maintained a Buy rating and raised the&nbsp;price target from $310 to $378.</p>\n<h3>KeyBanc's Take On Microsoft</h3>\n<p>Microsoft is becoming increasingly strategically important in the realm of security, cloud migration&nbsp;and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.</p>\n<p>According to a survey of IT value-added resellers (VAR), security, Office 365&nbsp;and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.</p>\n<p>The VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings,&nbsp;which surpassed Okta/Auth0, he said.</p>\n<p>The analyst reiterated an Overweight rating and increased the&nbsp;price target from $305 to $330.</p>\n<h3>Wedbush's Take On Microsoft</h3>\n<p>Analyst Daniel Ives is expecting a “beat and raise” from Microsoft on&nbsp;earnings and guidance Tuesday.</p>\n<p>Azure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.</p>\n<p>Azure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.</p>\n<p>Digital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.</p>\n<p>Looking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.</p>\n<p><b>MSFT Price Action: </b>Microsoft was trading down 0.43% to $288.43 at last check Monday.</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>Why These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results</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 These 3 Microsoft Analysts Are Bullish Ahead Of Q4 Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-27 11:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Microsoft Corp. </b>(NASDAQ:MSFT) is set to report&nbsp;fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc&nbsp;and Wedbush Securities have provided insight into the company’s market positioning.</p>\n<p>The consensus estimates project fourth-quarter EPS of&nbsp;$1.90 and revenue of&nbsp;$44.1&nbsp;billion.</p>\n<h3>Citi's Take On Microsoft</h3>\n<p>“Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.</p>\n<p>Longer-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.</p>\n<p>The analyst maintained a Buy rating and raised the&nbsp;price target from $310 to $378.</p>\n<h3>KeyBanc's Take On Microsoft</h3>\n<p>Microsoft is becoming increasingly strategically important in the realm of security, cloud migration&nbsp;and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.</p>\n<p>According to a survey of IT value-added resellers (VAR), security, Office 365&nbsp;and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.</p>\n<p>The VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings,&nbsp;which surpassed Okta/Auth0, he said.</p>\n<p>The analyst reiterated an Overweight rating and increased the&nbsp;price target from $305 to $330.</p>\n<h3>Wedbush's Take On Microsoft</h3>\n<p>Analyst Daniel Ives is expecting a “beat and raise” from Microsoft on&nbsp;earnings and guidance Tuesday.</p>\n<p>Azure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.</p>\n<p>Azure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.</p>\n<p>Digital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.</p>\n<p>Looking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.</p>\n<p><b>MSFT Price Action: </b>Microsoft was trading down 0.43% to $288.43 at last check Monday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154966721","content_text":"Microsoft Corp. (NASDAQ:MSFT) is set to report fourth-quarter earnings following the market close on Tuesday, July 27. In anticipation of this earnings call, analysts at Citi, KeyBanc and Wedbush Securities have provided insight into the company’s market positioning.\nThe consensus estimates project fourth-quarter EPS of $1.90 and revenue of $44.1 billion.\nCiti's Take On Microsoft\n“Recovering IT budgets, an uptick in expected reseller growth, signs of reacceleration in consumption models and slightly higher PC numbers vs. 3 months ago” have helped analyst Tyler Radke maintain a positive outlook for Microsoft’s fourth-quarter earnings. The analyst did not provide an exact EPS estimate.\nLonger-term, Microsoft remains Citi’s top large-cap play among North American application software, systems software, and interactive home entertainment stocks, the analyst said in a note.\nThe analyst maintained a Buy rating and raised the price target from $310 to $378.\nKeyBanc's Take On Microsoft\nMicrosoft is becoming increasingly strategically important in the realm of security, cloud migration and digital transformation, said KeyBanc's managing director and senior analyst of enterprise software Michael Turits.\nAccording to a survey of IT value-added resellers (VAR), security, Office 365 and Azure are the top areas of spending as the world ushers in an enterprise shift to greater adoption of digital technologies, said the analyst.\nThe VAR survey additionally highlighted that Microsoft’s products rank highly against competitors, from dev-ops solutions such as GitHub to cloud solutions with Azure to security offerings, which surpassed Okta/Auth0, he said.\nThe analyst reiterated an Overweight rating and increased the price target from $305 to $330.\nWedbush's Take On Microsoft\nAnalyst Daniel Ives is expecting a “beat and raise” from Microsoft on earnings and guidance Tuesday.\nAzure deal sizes are “increasing markedly,” driven by an acceleration in enterprise-wide digital transformations to cloud architecture, said the analyst.\nAzure is in its early stages of the roll-out, penetrating only 35% of Microsoft’s installed base, he said. Microsoft’s Office 365 transition should continue to provide tailwinds in enterprise Azure adoption, said Ives.\nDigital transformation has an estimated $1 trillion total addressable market, and Microsoft is incredibly well-positioned to deploy Azure and Office 365 as the backbone of cloud enterprise solutions, said the Wedbush analyst.\nLooking ahead, Wedbush maintains its Outperform rating on Microsoft with a $325 price target, mainly due to a growing cloud transformation story fueled by a currently large Microsoft software installed base.\nMSFT Price Action: Microsoft was trading down 0.43% to $288.43 at last check Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809828330,"gmtCreate":1627359260220,"gmtModify":1703488345835,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090421679914750","authorIdStr":"4090421679914750"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809828330","repostId":"1124522176","repostType":4,"repost":{"id":"1124522176","pubTimestamp":1627355553,"share":"https://ttm.financial/m/news/1124522176?lang=&edition=fundamental","pubTime":"2021-07-27 11:12","market":"us","language":"en","title":"Hershey Earnings: What to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1124522176","media":"Motley Fool","summary":"Hershey(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings resul","content":"<p><b>Hershey</b>(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings results for the second quarter on Thursday, July 29. And if its recent momentum is any guide, that report might include strong sales and earnings growth, along with another upgrade to management's 2021 forecast.</p>\n<p>Let's take a closer look.</p>\n<p>More mobility</p>\n<p>There's every reason to expect big sales numbers in Thursday's announcement. Hershey said back in April that its portfolio was resonating with consumers, especially as they increased mobility following the lifting of COVID-19 social distancing efforts. Its baking products continued to sell well through early April, but on-the-go purchases like candies, mints, and gums started booming. Overall organic sales were up 13% last quarter.</p>\n<p>Look for slower, but still impressive, gains on Thursday. Most investors who follow the stock are expecting sales to rise about 5% to $1.8 billion. That performance would keep Hershey near the top of the snack food niche.<b>PepsiCo</b>, for context, just announced a6% boostin its U.S. snack segment through mid-June.</p>\n<p>Beyond that headline sales figure, watch for Hershey's comments on market share and on the balance between rising sales volumes and prices. Ideally, volume will lead the way higher even as prices increase.</p>\n<p>Profit check-in</p>\n<p>Most globalconsumer staplespeers, including PepsiCo, are posting higher margins right now, but Hershey hasn't yet cashed in on that trend. Gross profit dipped slightly in the second quarter, in fact, which held bottom-line profitability in check.</p>\n<p>That situation likely improved in recent months thanks to rising prices and a demand tilt toward higher-margin, on-the-go candies and snacks. Most packaged food peers, from<b>Coca-Cola</b>, to<b>McCormick</b>, are seeing a lift from these shifts. Hershey won't be left out of the party.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f8a32471591d4b0092cce99e3766887\" tg-width=\"720\" tg-height=\"482\" referrerpolicy=\"no-referrer\"><span>HSY OPERATING MARGIN (TTM)DATA BYYCHARTS</span></p>\n<p>Most investors are looking for earnings to jump to $1.44 per share from $1.31 per share a year ago. But the bigger question is whether Hershey can return to setting record operating margins by late 2021.</p>\n<p>The new outlook</p>\n<p>Heading into this report, CEO Michele Buck and her team's outlook is calling for sales to rise by between 4% and 6% this year, up from their prior forecast of a 2% to 4% uptick. A strong Q2 outing for the business might spur another modest increase to that prediction on Thursday.</p>\n<p>The earnings outlook was also lifted in April and might get another boost this week, especially if consumers don't balk at Hershey's latest round of price increases.</p>\n<p>Looking further out, the company can reasonably target accelerating sales and earnings growth this year following modest increases during the COVID-19 pandemic. Hershey isn't the cheapest or fastest-growing stock in its niche with those kinds of prospects. McCormick and PepsiCo have lower valuations even though they're expanding sales and earnings at a faster clip.</p>\n<p>But investors still might want to follow Hershey's report this week for signs that the business is on a sustainably stronger path. That's the surest way the company can earn the stock price rally that's seen it outperform most of its rivals over the past year.</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>Hershey Earnings: What 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\">\nHershey Earnings: What to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/26/hershey-earnings-what-to-watch/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hershey(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings results for the second quarter on Thursday, July 29. And if its recent momentum is any guide, that report...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/hershey-earnings-what-to-watch/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSY":"好时"},"source_url":"https://www.fool.com/investing/2021/07/26/hershey-earnings-what-to-watch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124522176","content_text":"Hershey(NYSE:HSY)shareholders are in for a treat. The confectioner is set to announce earnings results for the second quarter on Thursday, July 29. And if its recent momentum is any guide, that report might include strong sales and earnings growth, along with another upgrade to management's 2021 forecast.\nLet's take a closer look.\nMore mobility\nThere's every reason to expect big sales numbers in Thursday's announcement. Hershey said back in April that its portfolio was resonating with consumers, especially as they increased mobility following the lifting of COVID-19 social distancing efforts. Its baking products continued to sell well through early April, but on-the-go purchases like candies, mints, and gums started booming. Overall organic sales were up 13% last quarter.\nLook for slower, but still impressive, gains on Thursday. Most investors who follow the stock are expecting sales to rise about 5% to $1.8 billion. That performance would keep Hershey near the top of the snack food niche.PepsiCo, for context, just announced a6% boostin its U.S. snack segment through mid-June.\nBeyond that headline sales figure, watch for Hershey's comments on market share and on the balance between rising sales volumes and prices. Ideally, volume will lead the way higher even as prices increase.\nProfit check-in\nMost globalconsumer staplespeers, including PepsiCo, are posting higher margins right now, but Hershey hasn't yet cashed in on that trend. Gross profit dipped slightly in the second quarter, in fact, which held bottom-line profitability in check.\nThat situation likely improved in recent months thanks to rising prices and a demand tilt toward higher-margin, on-the-go candies and snacks. Most packaged food peers, fromCoca-Cola, toMcCormick, are seeing a lift from these shifts. Hershey won't be left out of the party.\nHSY OPERATING MARGIN (TTM)DATA BYYCHARTS\nMost investors are looking for earnings to jump to $1.44 per share from $1.31 per share a year ago. But the bigger question is whether Hershey can return to setting record operating margins by late 2021.\nThe new outlook\nHeading into this report, CEO Michele Buck and her team's outlook is calling for sales to rise by between 4% and 6% this year, up from their prior forecast of a 2% to 4% uptick. A strong Q2 outing for the business might spur another modest increase to that prediction on Thursday.\nThe earnings outlook was also lifted in April and might get another boost this week, especially if consumers don't balk at Hershey's latest round of price increases.\nLooking further out, the company can reasonably target accelerating sales and earnings growth this year following modest increases during the COVID-19 pandemic. Hershey isn't the cheapest or fastest-growing stock in its niche with those kinds of prospects. McCormick and PepsiCo have lower valuations even though they're expanding sales and earnings at a faster clip.\nBut investors still might want to follow Hershey's report this week for signs that the business is on a sustainably stronger path. That's the surest way the company can earn the stock price rally that's seen it outperform most of its rivals over the past year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809821535,"gmtCreate":1627359246327,"gmtModify":1703488345028,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090421679914750","authorIdStr":"4090421679914750"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809821535","repostId":"1190848120","repostType":4,"repost":{"id":"1190848120","pubTimestamp":1627356244,"share":"https://ttm.financial/m/news/1190848120?lang=&edition=fundamental","pubTime":"2021-07-27 11:24","market":"us","language":"en","title":"AMD Reports Earnings Tuesday. It’s All About the Data Center.","url":"https://stock-news.laohu8.com/highlight/detail?id=1190848120","media":"Barrons","summary":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors","content":"<p>When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.</p>\n<p>Amid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.</p>\n<p>For AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).</p>\n<p>Jefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.</p>\n<p>AMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.</p>\n<p>Wall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).</p>\n<p>AMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.</p>\n<p>AMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.</p>\n<p>Because AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.</p>\n<p>AMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.</p>\n<p>Outsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.</p>\n<p>Among Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Reports Earnings Tuesday. It’s All About the Data Center.</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\">\nAMD Reports Earnings Tuesday. It’s All About the Data Center.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.\nAmid chip ...</p>\n\n<a href=\"https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.barrons.com/articles/amd-reports-earnings-tuesday-its-all-about-the-data-center-51627339031?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190848120","content_text":"When chip designer Advanced Micro Devices reports earnings Tuesday after the closing bell, investors are expecting a 266% increase in per-share profit and a near doubling in revenue.\nAmid chip shortages crippling the global economy, investors have lofty expectations for semiconductor businesses.\nFor AMD (ticker: AMD), the company’s ability to top high expectations may come down to its revenue from data center chips. That data-center market is rich with opportunity for AMD, after the launch delay of a new advanced server chip from rival Intel (INTC).\nJefferies analyst Mark Lipacis wrote that, according to his team’s industry checks, AMD’s Milan server chips are set to take a significant amount of market share from Intel in the second half of the year.\nAMD executives have issued consistently bullish guidance. In April, the company forecast that revenue would be up 86% in the second-quarter, to approximately $3.6 billion. Analysts currently expect second-quarter adjusted profit of 54 cents a share on revenue of $3.6 billion.\nWall Street expects AMD to deliver computer and graphics segment revenue of $2.2 billion and enterprise, embedded, and semi-custom revenue of $1.4 billion. The company’s semi-custom business includes chips designed for new videogame consoles sold by Microsoft (MSFT) and Sony (SNE).\nAMD has previously said it expects full-year 2021 revenue to grow about 50% from last year.\nAMD’s growth potential could be limited by difficulties in obtaining materials and components necessary for chip making, as well as securing additional capacity from its contract manufacturers, including Taiwan Semiconductor Manufacturing (TSM). BMO Capital Markets analyst Ambrish Srivastava wrote that data center demand could be hurt by component shortages and some of the materials necessary to manufacture chips.\nBecause AMD shares trade at a high multiple—42 times earnings estimates for the next 12 months—Srivastava said that the company would need to top Wall Street expectations by a “meaningful” amount and again raise its full-year guidance to move the stock higher.\nAMD has reported better-than-expected per-share profit for the past four quarters. It has missed revenue estimates only once in the past two years.\nOutsize expectations and bullish forecasts from executives haven’t done much to help AMD’s stock recently. After soaring in 2020, AMD shares are flat this year, while the PHLX Semiconductor index is up 17%.\nAmong Wall Street analysts covering AMD, 25 rate the stock at Buy, 15 at Hold, and three at Sell. The average target price is $102.35, 11% above a recent close of $91.82.","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809821221,"gmtCreate":1627359232663,"gmtModify":1703488344866,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090421679914750","authorIdStr":"4090421679914750"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809821221","repostId":"1127751488","repostType":4,"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809823577,"gmtCreate":1627359189899,"gmtModify":1703488344057,"author":{"id":"4090421679914750","authorId":"4090421679914750","name":"benni","avatar":"https://static.tigerbbs.com/756c1b0760ed3ba99b7fda1a30ee4cdd","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090421679914750","authorIdStr":"4090421679914750"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809823577","repostId":"1103996297","repostType":4,"repost":{"id":"1103996297","pubTimestamp":1627357394,"share":"https://ttm.financial/m/news/1103996297?lang=&edition=fundamental","pubTime":"2021-07-27 11:43","market":"us","language":"en","title":"Goldman Sachs slashes US economic growth forecast over weaker spending on services","url":"https://stock-news.laohu8.com/highlight/detail?id=1103996297","media":"CNN","summary":"New York Goldman Sachs  slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.That's why rotation is necessary in how people spend their cash, said G","content":"<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.</p>\n<p>During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.</p>\n<p>But in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.</p>\n<p>That's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.</p>\n<p>\"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.</p>\n<p>In response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.</p>\n<p>Between July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.</p>\n<p>From 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.</p>\n<p>Even though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.</p>\n<p>The rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.</p>\n<p>\"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"</p>\n<p>At the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.</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>Goldman Sachs slashes US economic growth forecast over weaker spending on services</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\">\nGoldman Sachs slashes US economic growth forecast over weaker spending on services\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 11:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed ...</p>\n\n<a href=\"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103996297","content_text":"New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.\nDuring the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.\nBut in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.\nThat's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.\n\"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.\nIn response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.\nBetween July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.\nFrom 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.\nEven though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.\nThe rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.\n\"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"\nAt the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}