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2023-03-12

Thanks for insights

Nasdaq Bear Market: 5 Stunning Growth Stocks You'll Regret Not Buying on the Dip

2022-07-26

good, hopefully the market will turn for the better!

Big Tech Earnings Are About to Determine the Direction of the Market

2023-01-29

Thanks for the insights

Sorry, the original content has been removed

2022-07-27

Umm even if miss earnings, Microsoft and Google still do fine after post market. Hope it maintains !

After-Hours Movers: Alphabet, Microsoft, Enphase Energy, Chipotle and More

2022-07-19

A great change of sentiment from beginning to end!

US STOCKS-Wall Street Closes Down on Slide in Apple Shares, Bank Stocks

2022-08-04

Go Baba!

Alibaba, AMTD, AMC, Block And More: U.S. Stocks To Watch

2022-07-24

Good sharing

Amazon Is Ready To Rise Again

2022-07-17

Is it liquid enough for trading purpose?

Sorry, the original content has been removed

2022-07-15

Go Google!

What The Imminent Alphabet Stock Split Means For Investors

2022-07-24

Thanks for the insights!

Tech Roundup: Earnings Results Show Mixed Messages Across the Industry

2022-07-14

Good analysis

Apple Vs. Google: There's A Clear Winner

2022-07-11

Great insight!

Microsoft: Undervalued Tech Titan With Roaring Revenue

2023-01-02

👍 good

Sorry, the original content has been removed

2022-08-30

I like the business model, wait for more price retracement [Smile]

Sorry, the original content has been removed

2022-08-25

Thanks for sharing!

Sorry, the original content has been removed

2022-12-29

Great

Sorry, the original content has been removed

2022-11-16

So far never see any good parting words from twitter's staff who are let go compared to Meta employees..

Sorry, the original content has been removed

2022-06-29

Yes yes finally !

Alibaba: Poised For Upside After a Tough FY22

Go to Tiger App to see more news

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Since the beginning of 1950, the benchmark <b>S&amp;P 500</b> has undergone 39 separate double-digit percentage corrections, according to data from sell-side consultancy firm Yardeni Research. In other words, the drubbing Wall Street took in 2022 is par for the course when investing for the long run.</p><p>When the major indexes crossed the finish line last year, it was the growth-focused Nasdaq Composite that was hit hardest. The Nasdaq, which led the broader market to new highs in 2021, shed 33% of its value in 2022 and continues to stew in a bear market.</p><p>But there&#39;s a silver lining in this bad news. Though we&#39;ll never be able to forecast exactly when a bear market will occur or how steep the decline will be, we do know that every previous bear market in the major U.S. stock indexes (including the Nasdaq) was eventually whisked away by a bull market. It effectively means that every bear market is the ideal time to put your money to work.</p><p>It&#39;s an especially lucrative time to go shopping for growth stocks. What follows are five stunning growth stocks you&#39;ll regret not buying on the Nasdaq bear market dip.</p><h2><a href=\"https://laohu8.com/S/NIO\">Nio</a></h2><p>The first phenomenal growth stock just begging to be bought during the bear market decline is China-based electric vehicle (EV) manufacturer <b>Nio</b>. Although supply chain issues continue to weigh on Nio&#39;s production expansion efforts, a number of headwinds have been safely put in the back seat.</p><p>For the past couple of years, China stocks carried extra investment risk due to the country&#39;s zero-COVID strategy, as well as the possible delisting of China stocks by U.S. regulators. However, China has abandoned its zero-COVID strategy and reopened its economy. What&#39;s more, regulators gained hold of three years&#39; worth of financial audits for Chinese firms, which removes the fear of delisting. In short, Nio is considerably de-risked from where things stood four months ago.</p><p>But what&#39;s really been impressive about this company is its various forms of innovation. Nio has been introducing at least one new EV each year and has seen sales of its ET7 and ET5 sedans take off since hitting showrooms last year. With the exception of January, when production was constrained by factory closures as a result of the Chinese New Year, Nio has delivered in excess of 10,000 EVs every month since June 2022, with its sedans regularly accounting for more than half of those deliveries.</p><p>Nio&#39;s out-of-the-box innovation is on display as well. In August 2020, the company announced the rollout of its battery-as-a-service (BaaS) subscription. BaaS allows its EV buyers to charge, swap, and upgrade batteries at more than 1,300 power swap stations and more than 1,200 power charger stations. In exchange for a reduced EV purchase price, Nio nets high-margin, recurring subscription revenue from buyers via BaaS and keeps buyers loyal to the brand.</p><p><img src=\"https://static.tigerbbs.com/fa1aca6003962c19490e94b36badd6d8\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Walt Disney.</p><h2><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></h2><p>A third stunning growth stock you&#39;ll regret not adding during the Nasdaq bear market drop is the popular &#34;House of Mouse,&#34; <b>Walt Disney</b>. Though Walt Disney is a mature business, it&#39;s expected to sustain a double-digit earnings growth rate for the next half-decade. That absolutely makes it a growth stock.</p><p>The biggest competitive edge that Disney offers is that its business can&#39;t be duplicated. While there are other theme parks consumers can visit and other movies on the big screen, Disney&#39;s characters and stories, along with the emotion, engagement, and imagination they evoke in consumers, can&#39;t be duplicated by any other company.</p><p>As I&#39;ve previously suggested, the value of this irreplaceability can be seen in Walt Disney&#39;s pricing power. Since Disneyland opened its doors in Southern California in 1955, admission prices have risen by 10,300%. By comparison, the U.S. inflation rate has jumped a little over 1,000% over the same time span.  Disney has also been able to raise prices on its ad-free streaming service, Disney+, while losing only a small fraction of its subscribers.</p><p>The next step in Walt Disney&#39;s evolution is turning its money-losing streaming segment into a profit machine. Newly reappointed CEO Bob Iger increased monthly subscription prices and is targeting profitability for this segment toward the end of fiscal 2024. Once streaming becomes cash-flow positive, I&#39;d be surprised to see Disney stock anywhere near $100 per share.</p><h2><a href=\"https://laohu8.com/S/IIPR\">Innovative Industrial Properties</a></h2><p>The fourth magnificent growth stock that you&#39;ll regret not scooping up during the Nasdaq&#39;s bear market swoon is marijuana-focused real estate investment trust (REIT) Innovative Industrial Properties. In spite of rent-collection speed bumps in recent months, IIP, as Innovative Industrial Properties is known, can show patient investors the green.</p><p>The prevailing concern with IIP is that its on-time rental collection rate has dropped from 100% to 92% as of the end of February 2023. But it&#39;s important to understand that all REITs eventually deal with delinquencies. It&#39;s how companies handle their delinquencies that matters. IIP&#39;s fourth-quarter report and year-to-date update shows it&#39;s working through these delinquencies and should be able to sustain these revenue streams or outright sell these properties for cash.</p><p>Another key point with Innovative Industrial Properties is that 100% of its properties are triple-net leased (also known as &#34;NNN leased&#34;). NNN-leased properties require the tenant to cover all expenses, including utilities, maintenance, and even property tax and insurance. While NNN leases reduce the rental income IIP can expect to receive, it also removes any chance of surprise expenses or inflation hurting the company.</p><p>Lastly, Innovative Industrial Properties might be one of the few pot stocks benefiting from weed remaining illegal at the federal level. Since most cannabis companies have limited access to basic financial services, IIP has been able to work out sale-leaseback agreements that benefit both parties. Cultivators and processors get cash they sorely need from IIP, and IIP lands long-term tenants through this program.</p><h2><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>A fifth stunning growth stock that you&#39;ll regret not buying during the Nasdaq bear market dip is <b>Alphabet</b> (GOOGL) (GOOG), the parent company of internet search engine Google, autonomous vehicle company Waymo, and streaming platform YouTube.</p><p>At the moment, advertising weakness is Alphabet&#39;s biggest headwind. When the probability of a recession materializing rises, advertisers pull back on their spending. But this is also a two-sided coin. Even though recessions are inevitable, they&#39;re typically short-lived. Buying ad-driven stocks during these short swoons often allows investors to take advantage of long-winded economic expansions.</p><p>Alphabet&#39;s competitive advantage isn&#39;t going away anytime soon, either. Since December 2018, data from GlobalStats shows that Google has accounted for roughly 91% to 93% of global internet search share. Having a 90-percentage-point lead over its next-closest competitor allows Google to command significant pricing power for ad placement.</p><p>Alphabet&#39;s ancillary operating segments provide plenty of promise, too. YouTube is the second most visited social platform in the world, with Shorts getting more than 50 billion daily views. Meanwhile, Google Cloud has worked its way up to a 10% share of global cloud infrastructure-service spending.</p><p>Based on both forward-year earnings and future cash flow, Alphabet is cheaper now than at any point since it became a publicly traded company.</p><h2><a href=\"https://laohu8.com/S/EXEL\">Exelixis</a></h2><p>The second amazing growth stock you&#39;ll be kicking yourself for not buying during the Nasdaq bear market dip is biotech stock Exelixis. Despite occasional clinical trial failures, cancer-drug developer Exelixis is well positioned to grow by double digits.</p><p>A little over a week ago, Exelixis announced that a late-stage study involving its blockbuster drug Cabometyx in combination with <b>Roche</b>&#39;s Tecentriq failed to meet its primary endpoint of a statistically significant improvement in progression-free survival in a trial for patients with previously treated advanced kidney cancer.  But failures happen. It&#39;s part of being a drug developer.</p><p>What&#39;s far more important is that Exelixis has around six dozen clinical trials ongoing involving Cabometyx as a monotherapy or combination treatment for a variety of cancer types. It only takes a handful of success stories to significantly expand Cabometyx&#39;s sales and pricing power. We&#39;ve already witnessed one of these studies finding the mark, which led to Exelixis and <b>Bristol Myers Squibb</b> gaining first-line approval for their combination treatment for renal cell carcinoma.</p><p>Furthermore, Exelixis has the cash to fund ongoing internal development, collaborations, and possibly even acquisitions. The company closed out 2022 with approximately $1.31 billion in cash, cash equivalents, and short-term investments, and had another $756.7 million in long-term investments.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Bear Market: 5 Stunning Growth Stocks You'll Regret Not Buying on the Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq Bear Market: 5 Stunning Growth Stocks You'll Regret Not Buying on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-12 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/11/nasdaq-bear-market-5-growth-stocks-regret-not-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While I hate being the bearer of bad news, stock market corrections are a perfectly normal part of the investing cycle. Since the beginning of 1950, the benchmark S&P 500 has undergone 39 separate ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/11/nasdaq-bear-market-5-growth-stocks-regret-not-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IIPR":"Innovative Industrial Properties Inc","DIS":"迪士尼","EXEL":"伊克力西斯","GOOGL":"谷歌A","NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2023/03/11/nasdaq-bear-market-5-growth-stocks-regret-not-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318767148","content_text":"While I hate being the bearer of bad news, stock market corrections are a perfectly normal part of the investing cycle. Since the beginning of 1950, the benchmark S&P 500 has undergone 39 separate double-digit percentage corrections, according to data from sell-side consultancy firm Yardeni Research. In other words, the drubbing Wall Street took in 2022 is par for the course when investing for the long run.When the major indexes crossed the finish line last year, it was the growth-focused Nasdaq Composite that was hit hardest. The Nasdaq, which led the broader market to new highs in 2021, shed 33% of its value in 2022 and continues to stew in a bear market.But there's a silver lining in this bad news. Though we'll never be able to forecast exactly when a bear market will occur or how steep the decline will be, we do know that every previous bear market in the major U.S. stock indexes (including the Nasdaq) was eventually whisked away by a bull market. It effectively means that every bear market is the ideal time to put your money to work.It's an especially lucrative time to go shopping for growth stocks. What follows are five stunning growth stocks you'll regret not buying on the Nasdaq bear market dip.NioThe first phenomenal growth stock just begging to be bought during the bear market decline is China-based electric vehicle (EV) manufacturer Nio. Although supply chain issues continue to weigh on Nio's production expansion efforts, a number of headwinds have been safely put in the back seat.For the past couple of years, China stocks carried extra investment risk due to the country's zero-COVID strategy, as well as the possible delisting of China stocks by U.S. regulators. However, China has abandoned its zero-COVID strategy and reopened its economy. What's more, regulators gained hold of three years' worth of financial audits for Chinese firms, which removes the fear of delisting. In short, Nio is considerably de-risked from where things stood four months ago.But what's really been impressive about this company is its various forms of innovation. Nio has been introducing at least one new EV each year and has seen sales of its ET7 and ET5 sedans take off since hitting showrooms last year. With the exception of January, when production was constrained by factory closures as a result of the Chinese New Year, Nio has delivered in excess of 10,000 EVs every month since June 2022, with its sedans regularly accounting for more than half of those deliveries.Nio's out-of-the-box innovation is on display as well. In August 2020, the company announced the rollout of its battery-as-a-service (BaaS) subscription. BaaS allows its EV buyers to charge, swap, and upgrade batteries at more than 1,300 power swap stations and more than 1,200 power charger stations. In exchange for a reduced EV purchase price, Nio nets high-margin, recurring subscription revenue from buyers via BaaS and keeps buyers loyal to the brand.Image source: Walt Disney.Walt DisneyA third stunning growth stock you'll regret not adding during the Nasdaq bear market drop is the popular \"House of Mouse,\" Walt Disney. Though Walt Disney is a mature business, it's expected to sustain a double-digit earnings growth rate for the next half-decade. That absolutely makes it a growth stock.The biggest competitive edge that Disney offers is that its business can't be duplicated. While there are other theme parks consumers can visit and other movies on the big screen, Disney's characters and stories, along with the emotion, engagement, and imagination they evoke in consumers, can't be duplicated by any other company.As I've previously suggested, the value of this irreplaceability can be seen in Walt Disney's pricing power. Since Disneyland opened its doors in Southern California in 1955, admission prices have risen by 10,300%. By comparison, the U.S. inflation rate has jumped a little over 1,000% over the same time span.  Disney has also been able to raise prices on its ad-free streaming service, Disney+, while losing only a small fraction of its subscribers.The next step in Walt Disney's evolution is turning its money-losing streaming segment into a profit machine. Newly reappointed CEO Bob Iger increased monthly subscription prices and is targeting profitability for this segment toward the end of fiscal 2024. Once streaming becomes cash-flow positive, I'd be surprised to see Disney stock anywhere near $100 per share.Innovative Industrial PropertiesThe fourth magnificent growth stock that you'll regret not scooping up during the Nasdaq's bear market swoon is marijuana-focused real estate investment trust (REIT) Innovative Industrial Properties. In spite of rent-collection speed bumps in recent months, IIP, as Innovative Industrial Properties is known, can show patient investors the green.The prevailing concern with IIP is that its on-time rental collection rate has dropped from 100% to 92% as of the end of February 2023. But it's important to understand that all REITs eventually deal with delinquencies. It's how companies handle their delinquencies that matters. IIP's fourth-quarter report and year-to-date update shows it's working through these delinquencies and should be able to sustain these revenue streams or outright sell these properties for cash.Another key point with Innovative Industrial Properties is that 100% of its properties are triple-net leased (also known as \"NNN leased\"). NNN-leased properties require the tenant to cover all expenses, including utilities, maintenance, and even property tax and insurance. While NNN leases reduce the rental income IIP can expect to receive, it also removes any chance of surprise expenses or inflation hurting the company.Lastly, Innovative Industrial Properties might be one of the few pot stocks benefiting from weed remaining illegal at the federal level. Since most cannabis companies have limited access to basic financial services, IIP has been able to work out sale-leaseback agreements that benefit both parties. Cultivators and processors get cash they sorely need from IIP, and IIP lands long-term tenants through this program.AlphabetA fifth stunning growth stock that you'll regret not buying during the Nasdaq bear market dip is Alphabet (GOOGL) (GOOG), the parent company of internet search engine Google, autonomous vehicle company Waymo, and streaming platform YouTube.At the moment, advertising weakness is Alphabet's biggest headwind. When the probability of a recession materializing rises, advertisers pull back on their spending. But this is also a two-sided coin. Even though recessions are inevitable, they're typically short-lived. Buying ad-driven stocks during these short swoons often allows investors to take advantage of long-winded economic expansions.Alphabet's competitive advantage isn't going away anytime soon, either. Since December 2018, data from GlobalStats shows that Google has accounted for roughly 91% to 93% of global internet search share. Having a 90-percentage-point lead over its next-closest competitor allows Google to command significant pricing power for ad placement.Alphabet's ancillary operating segments provide plenty of promise, too. YouTube is the second most visited social platform in the world, with Shorts getting more than 50 billion daily views. Meanwhile, Google Cloud has worked its way up to a 10% share of global cloud infrastructure-service spending.Based on both forward-year earnings and future cash flow, Alphabet is cheaper now than at any point since it became a publicly traded company.ExelixisThe second amazing growth stock you'll be kicking yourself for not buying during the Nasdaq bear market dip is biotech stock Exelixis. Despite occasional clinical trial failures, cancer-drug developer Exelixis is well positioned to grow by double digits.A little over a week ago, Exelixis announced that a late-stage study involving its blockbuster drug Cabometyx in combination with Roche's Tecentriq failed to meet its primary endpoint of a statistically significant improvement in progression-free survival in a trial for patients with previously treated advanced kidney cancer.  But failures happen. It's part of being a drug developer.What's far more important is that Exelixis has around six dozen clinical trials ongoing involving Cabometyx as a monotherapy or combination treatment for a variety of cancer types. It only takes a handful of success stories to significantly expand Cabometyx's sales and pricing power. We've already witnessed one of these studies finding the mark, which led to Exelixis and Bristol Myers Squibb gaining first-line approval for their combination treatment for renal cell carcinoma.Furthermore, Exelixis has the cash to fund ongoing internal development, collaborations, and possibly even acquisitions. The company closed out 2022 with approximately $1.31 billion in cash, cash equivalents, and short-term investments, and had another $756.7 million in long-term investments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952732264,"gmtCreate":1674959589259,"gmtModify":1676538968090,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for the insights&nbsp;","listText":"Thanks for the insights&nbsp;","text":"Thanks for the insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952732264","repostId":"1177215532","repostType":2,"repost":{"id":"1177215532","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1674900320,"share":"https://www.laohu8.com/m/news/1177215532?lang=&edition=full","pubTime":"2023-01-28 18:05","market":"us","language":"en","title":"Alphabet Earnings Preview: Digital Ad Revenue May Slowdown in Q4, While Headwinds Will Not Last","url":"https://stock-news.laohu8.com/highlight/detail?id=1177215532","media":"Tiger Newspress","summary":"Analysts expect Alphabet to post revenue of $63.29 billion, down 16% from the same period of the las","content":"<html><head></head><body><blockquote>Analysts expect Alphabet to post revenue of $63.29 billion, down 16% from the same period of the last year. Adjusted net profit of $17.29 billion, and adjusted EPS of $1.34 for the quarter, according to Bloomberg consensus.</blockquote><p>Alphabet announced that it will release its Q4, 2022 earnings report after the market closes on Thursday, February 2nd.</p><h3>Latest Results</h3><p>Alphabet’s third-quarter results missed expectations on top and bottom lines as the company joined other techs in experiencing a currency challenge.</p><p>Revenues grew 6% to $69.09B, short of an expected $70.7B. Operating income and margins fell as well, to $17.14B from $21.03B, and to 25% from 32% respectively. And net income fell to $13.9B from a year-ago $18.94B.</p><h3><img src=\"https://static.tigerbbs.com/201ec04d732c2363d421b3cf8395ac38\" tg-width=\"865\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/></h3><h3>Alphabet&#39;s Digital Ad Revenue May See a Slowdown</h3><p>For the first three quarters of 2022, the revenue of $207 billion grew 13% year over year, while earnings per share (EPS) of $3.53 declined 15%.</p><p>Soft growth in Alphabet&#39;s YouTube and its core search business, partially due to tougher comps and currency headwinds, is cyclical and could trough within 1-2 quarters. The Network segment, about 15% of sales, could slow further as advertisers show a preference for first-party ad channels amid <a href=\"https://laohu8.com/S/AAPL\">Apple</a>&#39;s IDFA changes and the deprecation of cookies on browsers.</p><p>Alphabet&#39;s performance in 2022 has been tepid, which has some investors wondering if the company&#39;s best days are in the rearview mirror.</p><p>In a bid to understand whether a company is in peril or merely a victim of circumstance, a look back can be instructional. In 2021, Alphabet generated revenue of $258 billion, up 41% year over year, while its EPS of $112.20 soared 91%. That hardly seems like the result of a company in trouble.</p><p>This shows that the company is feeling the effects of an industrywide slowdown in ad spending, Alphabet’s digital ad revenue. It further suggests that once the economy recovers, digital advertising will rebound nicely in 2023.</p><p>A discussion about Alphabet isn&#39;t complete without mentioning YouTube, which generated over $7 billion in ad revenue in the third quarter, putting it in the ballpark with the leader in streaming entertainment, Netflix, when it comes to sales. YouTube is particularly attractive because it benefits from network effects. As more user-generated content is created and added, the service improves by being able to offer videos for a wider range of viewers. And as more viewers come to YouTube, content creators flock to the platform because of its growing audience. YouTube counts a whopping 2.6 billion monthly active users.</p><h3>Google Cloud Will Continue to Take Share</h3><p>One of Alphabet&#39;s biggest growth drivers over the past few years has been cloud computing. Google Cloud rose quickly through the rank and file, becoming the fastest-growing cloud provider. Not only has it benefited from the digital transformation and the widespread adoption of cloud computing, it&#39;s challenging its larger rivals.</p><p>Google Cloud is the third-largest infrastructure service provider worldwide, trailing just Amazon Web Services (AWS) and Microsoft Azure. More importantly, however, Google continues to steal market share. Its cloud computing revenue grew 48% year over year in the third quarter, besting both Azure and AWS, which increased 35% and 27%, respectively, according to Canalys Research.</p><p>Google Cloud Platform (GCP), the company&#39;s cloud-computing segment, increased sales by 38% last quarter on a year-over-year basis. To be fair, GCP trails both Amazon Web Services and Microsoft Azure, but this market will be big enough for multiple winners. To give credibility to GCP&#39;s success thus far, its customers include well-known companies like Home Depot, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a>, and Procter &amp; Gamble.</p><h3>Q4 May Get Hurt By Macroeconomic Headwinds</h3><p>Shareholders are probably familiar with the issues that the business has been facing, particularly as it relates to softer advertising spending. Rising interest rates implemented by the Federal Reserve have many executives preparing for a potential recession this year, and marketing expenses could be among the first cuts. This directly impacts Alphabet, as advertising accounted for 79% of overall revenue in the most recent quarter (the third quarter of 2022 ended Sept. 30).</p><p>The bright spot, however, is that this situation will prove to be temporary. Once the central bank accomplishes its goal of curbing inflation and again takes an accommodative stance, the economy will start expanding again. And this will be a boon for Alphabet. Furthermore, the business has more than $100 billion of net cash on its balance sheet, which means it will have no problem riding out a prolonged economic downturn.</p><h3>Analysts’ Opinions</h3><p>Jefferies Financial Group analyst B. Thill forecasts that the information services provider will post earnings per share of $1.39 for the quarter, up from their previous forecast of $1.11. The consensus estimate for Alphabet&#39;s full-year earnings is $4.68 per share.</p><p>Societe Generale decreased their price target on shares of Alphabet from $147.00 to $132.00 and set a &#34;buy&#34; rating on the stock in a research report on Wednesday. Cowen decreased their price target on shares of Alphabet from $150.00 to $135.00 and set an &#34;outperform&#34; rating on the stock in a research report on Wednesday, October 26th.</p><p>Raymond James decreased their price target on shares of Alphabet from $143.00 to $120.00 and set an &#34;outperform&#34; rating on the stock in a research report on Wednesday, October 26th. Finally, Credit Suisse Group set a $128.00 price target on shares of Alphabet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Earnings Preview: Digital Ad Revenue May Slowdown in Q4, While Headwinds Will Not Last</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\">\nAlphabet Earnings Preview: Digital Ad Revenue May Slowdown in Q4, While Headwinds Will Not Last\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-28 18:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>Analysts expect Alphabet to post revenue of $63.29 billion, down 16% from the same period of the last year. Adjusted net profit of $17.29 billion, and adjusted EPS of $1.34 for the quarter, according to Bloomberg consensus.</blockquote><p>Alphabet announced that it will release its Q4, 2022 earnings report after the market closes on Thursday, February 2nd.</p><h3>Latest Results</h3><p>Alphabet’s third-quarter results missed expectations on top and bottom lines as the company joined other techs in experiencing a currency challenge.</p><p>Revenues grew 6% to $69.09B, short of an expected $70.7B. Operating income and margins fell as well, to $17.14B from $21.03B, and to 25% from 32% respectively. And net income fell to $13.9B from a year-ago $18.94B.</p><h3><img src=\"https://static.tigerbbs.com/201ec04d732c2363d421b3cf8395ac38\" tg-width=\"865\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/></h3><h3>Alphabet&#39;s Digital Ad Revenue May See a Slowdown</h3><p>For the first three quarters of 2022, the revenue of $207 billion grew 13% year over year, while earnings per share (EPS) of $3.53 declined 15%.</p><p>Soft growth in Alphabet&#39;s YouTube and its core search business, partially due to tougher comps and currency headwinds, is cyclical and could trough within 1-2 quarters. The Network segment, about 15% of sales, could slow further as advertisers show a preference for first-party ad channels amid <a href=\"https://laohu8.com/S/AAPL\">Apple</a>&#39;s IDFA changes and the deprecation of cookies on browsers.</p><p>Alphabet&#39;s performance in 2022 has been tepid, which has some investors wondering if the company&#39;s best days are in the rearview mirror.</p><p>In a bid to understand whether a company is in peril or merely a victim of circumstance, a look back can be instructional. In 2021, Alphabet generated revenue of $258 billion, up 41% year over year, while its EPS of $112.20 soared 91%. That hardly seems like the result of a company in trouble.</p><p>This shows that the company is feeling the effects of an industrywide slowdown in ad spending, Alphabet’s digital ad revenue. It further suggests that once the economy recovers, digital advertising will rebound nicely in 2023.</p><p>A discussion about Alphabet isn&#39;t complete without mentioning YouTube, which generated over $7 billion in ad revenue in the third quarter, putting it in the ballpark with the leader in streaming entertainment, Netflix, when it comes to sales. YouTube is particularly attractive because it benefits from network effects. As more user-generated content is created and added, the service improves by being able to offer videos for a wider range of viewers. And as more viewers come to YouTube, content creators flock to the platform because of its growing audience. YouTube counts a whopping 2.6 billion monthly active users.</p><h3>Google Cloud Will Continue to Take Share</h3><p>One of Alphabet&#39;s biggest growth drivers over the past few years has been cloud computing. Google Cloud rose quickly through the rank and file, becoming the fastest-growing cloud provider. Not only has it benefited from the digital transformation and the widespread adoption of cloud computing, it&#39;s challenging its larger rivals.</p><p>Google Cloud is the third-largest infrastructure service provider worldwide, trailing just Amazon Web Services (AWS) and Microsoft Azure. More importantly, however, Google continues to steal market share. Its cloud computing revenue grew 48% year over year in the third quarter, besting both Azure and AWS, which increased 35% and 27%, respectively, according to Canalys Research.</p><p>Google Cloud Platform (GCP), the company&#39;s cloud-computing segment, increased sales by 38% last quarter on a year-over-year basis. To be fair, GCP trails both Amazon Web Services and Microsoft Azure, but this market will be big enough for multiple winners. To give credibility to GCP&#39;s success thus far, its customers include well-known companies like Home Depot, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a>, and Procter &amp; Gamble.</p><h3>Q4 May Get Hurt By Macroeconomic Headwinds</h3><p>Shareholders are probably familiar with the issues that the business has been facing, particularly as it relates to softer advertising spending. Rising interest rates implemented by the Federal Reserve have many executives preparing for a potential recession this year, and marketing expenses could be among the first cuts. This directly impacts Alphabet, as advertising accounted for 79% of overall revenue in the most recent quarter (the third quarter of 2022 ended Sept. 30).</p><p>The bright spot, however, is that this situation will prove to be temporary. Once the central bank accomplishes its goal of curbing inflation and again takes an accommodative stance, the economy will start expanding again. And this will be a boon for Alphabet. Furthermore, the business has more than $100 billion of net cash on its balance sheet, which means it will have no problem riding out a prolonged economic downturn.</p><h3>Analysts’ Opinions</h3><p>Jefferies Financial Group analyst B. Thill forecasts that the information services provider will post earnings per share of $1.39 for the quarter, up from their previous forecast of $1.11. The consensus estimate for Alphabet&#39;s full-year earnings is $4.68 per share.</p><p>Societe Generale decreased their price target on shares of Alphabet from $147.00 to $132.00 and set a &#34;buy&#34; rating on the stock in a research report on Wednesday. Cowen decreased their price target on shares of Alphabet from $150.00 to $135.00 and set an &#34;outperform&#34; rating on the stock in a research report on Wednesday, October 26th.</p><p>Raymond James decreased their price target on shares of Alphabet from $143.00 to $120.00 and set an &#34;outperform&#34; rating on the stock in a research report on Wednesday, October 26th. Finally, Credit Suisse Group set a $128.00 price target on shares of Alphabet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177215532","content_text":"Analysts expect Alphabet to post revenue of $63.29 billion, down 16% from the same period of the last year. Adjusted net profit of $17.29 billion, and adjusted EPS of $1.34 for the quarter, according to Bloomberg consensus.Alphabet announced that it will release its Q4, 2022 earnings report after the market closes on Thursday, February 2nd.Latest ResultsAlphabet’s third-quarter results missed expectations on top and bottom lines as the company joined other techs in experiencing a currency challenge.Revenues grew 6% to $69.09B, short of an expected $70.7B. Operating income and margins fell as well, to $17.14B from $21.03B, and to 25% from 32% respectively. And net income fell to $13.9B from a year-ago $18.94B.Alphabet's Digital Ad Revenue May See a SlowdownFor the first three quarters of 2022, the revenue of $207 billion grew 13% year over year, while earnings per share (EPS) of $3.53 declined 15%.Soft growth in Alphabet's YouTube and its core search business, partially due to tougher comps and currency headwinds, is cyclical and could trough within 1-2 quarters. The Network segment, about 15% of sales, could slow further as advertisers show a preference for first-party ad channels amid Apple's IDFA changes and the deprecation of cookies on browsers.Alphabet's performance in 2022 has been tepid, which has some investors wondering if the company's best days are in the rearview mirror.In a bid to understand whether a company is in peril or merely a victim of circumstance, a look back can be instructional. In 2021, Alphabet generated revenue of $258 billion, up 41% year over year, while its EPS of $112.20 soared 91%. That hardly seems like the result of a company in trouble.This shows that the company is feeling the effects of an industrywide slowdown in ad spending, Alphabet’s digital ad revenue. It further suggests that once the economy recovers, digital advertising will rebound nicely in 2023.A discussion about Alphabet isn't complete without mentioning YouTube, which generated over $7 billion in ad revenue in the third quarter, putting it in the ballpark with the leader in streaming entertainment, Netflix, when it comes to sales. YouTube is particularly attractive because it benefits from network effects. As more user-generated content is created and added, the service improves by being able to offer videos for a wider range of viewers. And as more viewers come to YouTube, content creators flock to the platform because of its growing audience. YouTube counts a whopping 2.6 billion monthly active users.Google Cloud Will Continue to Take ShareOne of Alphabet's biggest growth drivers over the past few years has been cloud computing. Google Cloud rose quickly through the rank and file, becoming the fastest-growing cloud provider. Not only has it benefited from the digital transformation and the widespread adoption of cloud computing, it's challenging its larger rivals.Google Cloud is the third-largest infrastructure service provider worldwide, trailing just Amazon Web Services (AWS) and Microsoft Azure. More importantly, however, Google continues to steal market share. Its cloud computing revenue grew 48% year over year in the third quarter, besting both Azure and AWS, which increased 35% and 27%, respectively, according to Canalys Research.Google Cloud Platform (GCP), the company's cloud-computing segment, increased sales by 38% last quarter on a year-over-year basis. To be fair, GCP trails both Amazon Web Services and Microsoft Azure, but this market will be big enough for multiple winners. To give credibility to GCP's success thus far, its customers include well-known companies like Home Depot, PayPal, and Procter & Gamble.Q4 May Get Hurt By Macroeconomic HeadwindsShareholders are probably familiar with the issues that the business has been facing, particularly as it relates to softer advertising spending. Rising interest rates implemented by the Federal Reserve have many executives preparing for a potential recession this year, and marketing expenses could be among the first cuts. This directly impacts Alphabet, as advertising accounted for 79% of overall revenue in the most recent quarter (the third quarter of 2022 ended Sept. 30).The bright spot, however, is that this situation will prove to be temporary. Once the central bank accomplishes its goal of curbing inflation and again takes an accommodative stance, the economy will start expanding again. And this will be a boon for Alphabet. Furthermore, the business has more than $100 billion of net cash on its balance sheet, which means it will have no problem riding out a prolonged economic downturn.Analysts’ OpinionsJefferies Financial Group analyst B. Thill forecasts that the information services provider will post earnings per share of $1.39 for the quarter, up from their previous forecast of $1.11. The consensus estimate for Alphabet's full-year earnings is $4.68 per share.Societe Generale decreased their price target on shares of Alphabet from $147.00 to $132.00 and set a \"buy\" rating on the stock in a research report on Wednesday. Cowen decreased their price target on shares of Alphabet from $150.00 to $135.00 and set an \"outperform\" rating on the stock in a research report on Wednesday, October 26th.Raymond James decreased their price target on shares of Alphabet from $143.00 to $120.00 and set an \"outperform\" rating on the stock in a research report on Wednesday, October 26th. Finally, Credit Suisse Group set a $128.00 price target on shares of Alphabet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950921899,"gmtCreate":1672646815312,"gmtModify":1676538715572,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍 good&nbsp;","listText":"👍 good&nbsp;","text":"👍 good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950921899","repostId":"1133603183","repostType":4,"repost":{"id":"1133603183","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672624568,"share":"https://www.laohu8.com/m/news/1133603183?lang=&edition=full","pubTime":"2023-01-02 09:56","market":"us","language":"en","title":"2022 Recap: Global Stock Indexes Overview ","url":"https://stock-news.laohu8.com/highlight/detail?id=1133603183","media":"Tiger Newspress","summary":"In 2022, the world’s major stock indexes have fallen more than risen, and Brazil’s IBOVESPA index ra","content":"<html><head></head><body><p>In 2022, the world’s major stock indexes have fallen more than risen, and Brazil’s IBOVESPA index ranked first with a 4.69% increase; due to the widespread sell-off of US technology stocks, the Nasdaq index fell by more than 30% for the whole year, reaching 33.10%, leading the decline in the world main stock market.<img src=\"https://static.tigerbbs.com/ddf5957099c86c43c04cc07d2f580620\" tg-width=\"750\" tg-height=\"2300\" referrerpolicy=\"no-referrer\"/>South and Southeast Asian stocks were among the few bright spots this year for global funds as reopenings from the pandemic and a revival in tourism boosted corporate profits. Inflation has also remained relatively benign in parts of the region and improved current account balances helped reduce the impact from a stronger dollar.</p><p>Indian stocks attracted nearly $6 billion from international investors this quarter, according to Bloomberg-compiled data. And while Indonesia posted outflows this month, net inflows still amounted to more than $4.4 billion so far in 2022.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2022 Recap: Global Stock Indexes Overview </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\">\n2022 Recap: Global Stock Indexes Overview \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-02 09:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>In 2022, the world’s major stock indexes have fallen more than risen, and Brazil’s IBOVESPA index ranked first with a 4.69% increase; due to the widespread sell-off of US technology stocks, the Nasdaq index fell by more than 30% for the whole year, reaching 33.10%, leading the decline in the world main stock market.<img src=\"https://static.tigerbbs.com/ddf5957099c86c43c04cc07d2f580620\" tg-width=\"750\" tg-height=\"2300\" referrerpolicy=\"no-referrer\"/>South and Southeast Asian stocks were among the few bright spots this year for global funds as reopenings from the pandemic and a revival in tourism boosted corporate profits. Inflation has also remained relatively benign in parts of the region and improved current account balances helped reduce the impact from a stronger dollar.</p><p>Indian stocks attracted nearly $6 billion from international investors this quarter, according to Bloomberg-compiled data. And while Indonesia posted outflows this month, net inflows still amounted to more than $4.4 billion so far in 2022.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133603183","content_text":"In 2022, the world’s major stock indexes have fallen more than risen, and Brazil’s IBOVESPA index ranked first with a 4.69% increase; due to the widespread sell-off of US technology stocks, the Nasdaq index fell by more than 30% for the whole year, reaching 33.10%, leading the decline in the world main stock market.South and Southeast Asian stocks were among the few bright spots this year for global funds as reopenings from the pandemic and a revival in tourism boosted corporate profits. Inflation has also remained relatively benign in parts of the region and improved current account balances helped reduce the impact from a stronger dollar.Indian stocks attracted nearly $6 billion from international investors this quarter, according to Bloomberg-compiled data. And while Indonesia posted outflows this month, net inflows still amounted to more than $4.4 billion so far in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924287298,"gmtCreate":1672270471514,"gmtModify":1676538662217,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924287298","repostId":"2294933922","repostType":2,"repost":{"id":"2294933922","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1672239864,"share":"https://www.laohu8.com/m/news/2294933922?lang=&edition=full","pubTime":"2022-12-28 23:04","market":"us","language":"en","title":"Alibaba's Workplace App DingTalk Crosses 600M Users","url":"https://stock-news.laohu8.com/highlight/detail?id=2294933922","media":"Benzinga","summary":"$Alibaba Group Holding Limited(BABA)$ operated workplace app DingTalk President Jun Ye said the platform’s users had exceeded 600 million, while the number of enterprises exceeded 23 million.Alibaba d","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holding Limited</a> operated workplace app DingTalk President Jun Ye said the platform’s users had exceeded 600 million, while the number of enterprises exceeded 23 million.</p><p>Alibaba disclosed for the first time that the platform’s paid daily active users (DAUs) had hit 15 million, Pandaily reports.</p><p>Alibaba also released the 7.0 version of DingTalk, bringing comprehensive upgrades of core products like online documents, online conferences, low code development, and mini apps.</p><p>The newly released 7.0 version focused on solving cross-enterprise collaboration problems and improving industrial chain efficiency.</p><p>DingTalk launched an enterprise service aggregated platform at the conference, which gathered over 1,500 SaaS (Software as a Service) applications. DingTalk introduced ten kinds of enterprise services.</p><p>So far, various enterprise service providers, like Trip.com, Zhaopin, AutoNavi Mobility, and rrzu.com, have joined the new platform to provide services for DingTalk users.</p><p>DingTalk, for the first time, shared its commercialization goal in March.</p><p>DingTalk looked to collaborate with 1 million paid enterprises. It aspired to become a mature enterprise service platform and market.</p><p>Alibaba reported second-quarter FY22 revenue growth of 3% year-on-year to $29.12 billion, missing the consensus of $29.45 billion.</p><p>Cloud grew by 4% Y/Y to $2.92 billion.</p><p>The cloud segment comprising Alibaba Cloud and DingTalk grew, driven by healthy public cloud growth.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba's Workplace App DingTalk Crosses 600M Users</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\">\nAlibaba's Workplace App DingTalk Crosses 600M Users\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\">2022-12-28 23:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holding Limited</a> operated workplace app DingTalk President Jun Ye said the platform’s users had exceeded 600 million, while the number of enterprises exceeded 23 million.</p><p>Alibaba disclosed for the first time that the platform’s paid daily active users (DAUs) had hit 15 million, Pandaily reports.</p><p>Alibaba also released the 7.0 version of DingTalk, bringing comprehensive upgrades of core products like online documents, online conferences, low code development, and mini apps.</p><p>The newly released 7.0 version focused on solving cross-enterprise collaboration problems and improving industrial chain efficiency.</p><p>DingTalk launched an enterprise service aggregated platform at the conference, which gathered over 1,500 SaaS (Software as a Service) applications. DingTalk introduced ten kinds of enterprise services.</p><p>So far, various enterprise service providers, like Trip.com, Zhaopin, AutoNavi Mobility, and rrzu.com, have joined the new platform to provide services for DingTalk users.</p><p>DingTalk, for the first time, shared its commercialization goal in March.</p><p>DingTalk looked to collaborate with 1 million paid enterprises. It aspired to become a mature enterprise service platform and market.</p><p>Alibaba reported second-quarter FY22 revenue growth of 3% year-on-year to $29.12 billion, missing the consensus of $29.45 billion.</p><p>Cloud grew by 4% Y/Y to $2.92 billion.</p><p>The cloud segment comprising Alibaba Cloud and DingTalk grew, driven by healthy public cloud growth.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","BK4502":"阿里概念","BK4505":"高瓴资本持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4581":"高盛持仓","BK4504":"桥水持仓","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念","BK4503":"景林资产持仓","BK4585":"ETF&股票定投概念","BABA":"阿里巴巴","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4558":"双十一","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4526":"热门中概股","09988":"阿里巴巴-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294933922","content_text":"Alibaba Group Holding Limited operated workplace app DingTalk President Jun Ye said the platform’s users had exceeded 600 million, while the number of enterprises exceeded 23 million.Alibaba disclosed for the first time that the platform’s paid daily active users (DAUs) had hit 15 million, Pandaily reports.Alibaba also released the 7.0 version of DingTalk, bringing comprehensive upgrades of core products like online documents, online conferences, low code development, and mini apps.The newly released 7.0 version focused on solving cross-enterprise collaboration problems and improving industrial chain efficiency.DingTalk launched an enterprise service aggregated platform at the conference, which gathered over 1,500 SaaS (Software as a Service) applications. DingTalk introduced ten kinds of enterprise services.So far, various enterprise service providers, like Trip.com, Zhaopin, AutoNavi Mobility, and rrzu.com, have joined the new platform to provide services for DingTalk users.DingTalk, for the first time, shared its commercialization goal in March.DingTalk looked to collaborate with 1 million paid enterprises. It aspired to become a mature enterprise service platform and market.Alibaba reported second-quarter FY22 revenue growth of 3% year-on-year to $29.12 billion, missing the consensus of $29.45 billion.Cloud grew by 4% Y/Y to $2.92 billion.The cloud segment comprising Alibaba Cloud and DingTalk grew, driven by healthy public cloud growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963322104,"gmtCreate":1668601358109,"gmtModify":1676538082838,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"So far never see any good parting words from twitter's staff who are let go compared to Meta employees..&nbsp;","listText":"So far never see any good parting words from twitter's staff who are let go compared to Meta employees..&nbsp;","text":"So far never see any good parting words from twitter's staff who are let go compared to Meta employees..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963322104","repostId":"2283007277","repostType":4,"repost":{"id":"2283007277","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1668600039,"share":"https://www.laohu8.com/m/news/2283007277?lang=&edition=full","pubTime":"2022-11-16 20:00","market":"us","language":"en","title":"Musk Tells Twitter Staff: Opt in for \"Hardcore\" Or Take Severance","url":"https://stock-news.laohu8.com/highlight/detail?id=2283007277","media":"Reuters","summary":"Nov 16 (Reuters) - Elon Musk sent a message to Twitterstaff telling them that they had until Thursday to consider whether they wanted to stay on for \"working long hours at high intensity\" or take a se","content":"<html><head></head><body><p>Nov 16 (Reuters) - Elon Musk sent a message to Twitter staff telling them that they had until Thursday to consider whether they wanted to stay on for &#34;working long hours at high intensity&#34; or take a severance package of three months pay.</p><p>Musk told Twitter employees that anyone who had not clicked on a link confirming &#34;you want to be part of the new Twitter&#34; by Thursday evening New York time would be considered to have quit.</p><p>&#34;Whatever decision you make, thank you for your efforts to make Twitter successful,&#34; the message said.</p><p>A copy of the message, which was reported by The Washington Post, was reviewed by Reuters. A person who had received the message at Twitter confirmed its content.</p><p>Twitter did not immediately respond to a request for comment from Reuters.</p><p>&#34;Going forward, to build a breakthrough Twitter 2.0 and succeed in an increasingly competitive world, we will need to be extremely hardcore,&#34; the message from Musk said. &#34;This will mean long hours at high intensity. Only exceptional performance will constitute a passing grade.&#34;</p><p>Musk said Twitter would be &#34;much more engineering-driven&#34; under his leadership, adding that &#34;those writing great code will constitute the majority of our team and have the greatest sway.&#34;</p><p>Twitter laid off half of its workforce earlier this month shortly after Musk took control of the social media company. Musk has criticized Twitter&#39;s spending and work culture and said the company needs steep cost cuts and a reboot of its services.</p><p>Some Twitter employees who had criticized Musk publicly tweeted earlier that they had been let go.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk Tells Twitter Staff: Opt in for \"Hardcore\" Or Take Severance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk Tells Twitter Staff: Opt in for \"Hardcore\" Or Take Severance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-16 20:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 16 (Reuters) - Elon Musk sent a message to Twitter staff telling them that they had until Thursday to consider whether they wanted to stay on for &#34;working long hours at high intensity&#34; or take a severance package of three months pay.</p><p>Musk told Twitter employees that anyone who had not clicked on a link confirming &#34;you want to be part of the new Twitter&#34; by Thursday evening New York time would be considered to have quit.</p><p>&#34;Whatever decision you make, thank you for your efforts to make Twitter successful,&#34; the message said.</p><p>A copy of the message, which was reported by The Washington Post, was reviewed by Reuters. A person who had received the message at Twitter confirmed its content.</p><p>Twitter did not immediately respond to a request for comment from Reuters.</p><p>&#34;Going forward, to build a breakthrough Twitter 2.0 and succeed in an increasingly competitive world, we will need to be extremely hardcore,&#34; the message from Musk said. &#34;This will mean long hours at high intensity. Only exceptional performance will constitute a passing grade.&#34;</p><p>Musk said Twitter would be &#34;much more engineering-driven&#34; under his leadership, adding that &#34;those writing great code will constitute the majority of our team and have the greatest sway.&#34;</p><p>Twitter laid off half of its workforce earlier this month shortly after Musk took control of the social media company. Musk has criticized Twitter&#39;s spending and work culture and said the company needs steep cost cuts and a reboot of its services.</p><p>Some Twitter employees who had criticized Musk publicly tweeted earlier that they had been let go.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283007277","content_text":"Nov 16 (Reuters) - Elon Musk sent a message to Twitter staff telling them that they had until Thursday to consider whether they wanted to stay on for \"working long hours at high intensity\" or take a severance package of three months pay.Musk told Twitter employees that anyone who had not clicked on a link confirming \"you want to be part of the new Twitter\" by Thursday evening New York time would be considered to have quit.\"Whatever decision you make, thank you for your efforts to make Twitter successful,\" the message said.A copy of the message, which was reported by The Washington Post, was reviewed by Reuters. A person who had received the message at Twitter confirmed its content.Twitter did not immediately respond to a request for comment from Reuters.\"Going forward, to build a breakthrough Twitter 2.0 and succeed in an increasingly competitive world, we will need to be extremely hardcore,\" the message from Musk said. \"This will mean long hours at high intensity. Only exceptional performance will constitute a passing grade.\"Musk said Twitter would be \"much more engineering-driven\" under his leadership, adding that \"those writing great code will constitute the majority of our team and have the greatest sway.\"Twitter laid off half of its workforce earlier this month shortly after Musk took control of the social media company. Musk has criticized Twitter's spending and work culture and said the company needs steep cost cuts and a reboot of its services.Some Twitter employees who had criticized Musk publicly tweeted earlier that they had been let go.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983509844,"gmtCreate":1666265656588,"gmtModify":1676537732571,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Excellent insights&nbsp;","listText":"Excellent insights&nbsp;","text":"Excellent insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983509844","repostId":"2276806764","repostType":2,"repost":{"id":"2276806764","pubTimestamp":1666238347,"share":"https://www.laohu8.com/m/news/2276806764?lang=&edition=full","pubTime":"2022-10-20 11:59","market":"us","language":"en","title":"Apple: I'm Siding With Wall Street This Time","url":"https://stock-news.laohu8.com/highlight/detail?id=2276806764","media":"seekingalpha","summary":"SummaryUsually, I do not like to follow advice from Wall Street. And I suggest you do not either.How","content":"<html><head></head><body><p>Summary</p><ul><li>Usually, I do not like to follow advice from Wall Street. And I suggest you do not either.</li><li>However, I am siding with Wall Street on Apple this time.</li><li>In my view, many bearish analyses misunderstood Tim Cook only as an operation manager and drastically underestimated his innovation and marketing prowess.</li><li>Under Cook’s leadership, Apple keeps churning out iconic products like  AirPods and is also successfully transitioning into a subscriber-based model.</li><li>In terms of profitability and valuation, I see a total annual return easily in the double digits, with about 5% coming from owners’ earnings yield and 5% from organic growth.</li></ul><h3>Thesis</h3><p>There is a clear divergence of opinion regarding Apple (NASDAQ:AAPL) between Main Street opinions and Wall Street opinions. As you can see from the following chart, a total of 35 Seeking Alpha Authors wrote about AAPL in the Last 30 Days. Only 1 is recommending Strong Buy. In contrast, out of a total of 44 Wall Street analysts, 26 were recommending a strong buy. On the selling end, a total of 6 SA authors are either recommending sell or strong sell. While in contrast, only 1 Wall Street analyst is recommending selling and no one recommends strong selling.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3ed291efc97dbecc78a492b19a8cf75\" tg-width=\"640\" tg-height=\"163\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>Usually, I do not like to follow investment advice from Wall Street. Wall Street opinions are almost synonymous with herd thinking in many investors&#39; minds, and for good reasons. However, in the case of AAPL under current conditions, I am going to do something that seems absurd. I am siding with Wall Street this time. Much of the financial, profitability, and valuation considerations have been detailed in our earlier articles.</p><p>And today, I will focus the article to address an issue that was frequently mentioned in many of the bear arguments. The issue involves Tim Cook and the arguments more or less go like the following: yes, Tim Cook is a fantastic professional manager, but not an innovator. As a result, Apple under his reign is becoming less innovative, less adventurous, and more mediocre.</p><p>And next, you will see why I disagree.</p><h3>Yes, Tim Cook is a fantastic professional manager</h3><p>There is no need to argue about this at all. During Cook&#39;s tenure, Apple&#39;s market cap grew almost sevenfold to a staggering $2.3 trillion as of this writing, transforming AAPL from a tech company into a tech giant.</p><p>More importantly and fundamentally, as an operation genius, Cook has reshaped the profitability drivers for AAPL and made it more sustainable. No matter how much you love and admire Steve Jobs (like I do), AAPL has been consistently on the verge of chaos under his regain. A simple DuPont analysis elucidates this fundamental shift as shown in the chart below. At the end of the Jobs era (2010 to 2012), AAPL&#39;s profitability, measured by ROCE (return on capital employed ), was an astronomical but unsustainable 443%. Since Cook took over, the ROCE has decreased by 88.4% in relative terms to 183% from 2019 to 2021. No one likes seeing a decrease in profitability, and the decrease here seemed so dramatic.</p><p>However, if you dissect the decrease, you would see that out of the 88.4% decrease, 74% of it came from the decreased leverage, which is actually a good thing. Cook also stabilized and improved the asset utilization, which contributed a positive 6.4% to the ROCE. Then profit margin decrease contributed a negative 20.9% to the ROCE change largely due to intensified competition in the smartphone market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c8ab37ef43d6df7e215214aaf8e33eb\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\"/><span>Source: author and Seeking Alpha data.</span></p><p>But he is not making Apple any less innovative</p><p>It is true that Steve Jobs, with Jony Ive behind him, delivered so many groundbreaking innovations and make Apple truly unique. It is not a tech company, but a luxury brand in my view. By the time Cook took over, innovation at the scale of creating an entirely new category like the iPhone or iPod has become much more difficult. As a matter of fact, managing AAPL&#39;s existing iconic products like the iPhone, Mac, and iPad already presents tremendous challenges. And I consider Cook&#39;s repositioning and streamlining of these existing products already a major innovation.</p><p>Furthermore, Cook has also been quietly bringing out innovative products that are massively popular and profitable at the same time. The Apple Watch and AirPods are two notable examples. He successfully adjusted the positioning of the Apple Watch after the release of the first generation. And this year, he further subdivided Ultra, a sports watch for the professional field.</p><p>The Airpods are an even more impressive demonstration of Cook&#39;s innovation capability and also his operation and marketing genius. From the appearance of AirPods to the release of the latest AirPods Pro 2, it has only been more than five years and there are only a few products in the AirPods series. But it has almost become a must-buy product for all iPhone users around the world. As a parent with a teenage kid, I have first-row seat to witness how the AirPods have become a life necessity for almost everyone in his school. Piper Sandler&#39;s data confirms the same trend: 72% of US teens own AirPods (and 87% own iPhones, 87% plan to buy one, and 30% own an Apple Watch).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71cc51fd4c3d9267f6a5c1be91428b97\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/><span>Source: ped30.com</span></p><p>All told, IDC estimates that AirPods sales reached about 120 million pairs in 2021, accounting for half of Apple&#39;s wearable device sales and becoming the fastest-growing product line in this part of the business. With the little AirPods, Tim Cook quietly created a new category (again, not as ground-shaking as the iPhone or iPad) valued at nearly $40 billion (to put it under perspective, it is equivalent to Xiaomi&#39;s market cap).</p><p>And the genius of Cook is that, unlike the iPhone, the AirPods do not even update at high frequency and do need so many series. But it never fails to bring in beautiful sales data since its inception.</p><p><img src=\"https://static.tigerbbs.com/252d16c5dbf9854fc240f685bb193c5d\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/>Source: idc.com</p><h2>Risks and final thoughts</h2><p>Besides Apple Watch and AirPods, under Cook&#39;s leadership, AAPL has also been successfully transitioning into a subscriber-based business model and away from a hardware-based model. Cook has been building an inseparable ecosystem to connect all Apple devices and bring users a more convenient and seamless Apple experience. I see this grand plan itself as a major innovation of Tim Cook. And I also see that it has been succeeding and with almost limitless potential. Under this grand plan, buying a Mac, or an iPhone is only the beginning of the continuous purchases of other AAPL products.</p><p>Of course, there are definitely risks. Besides all the often-mentioned bearish arguments such as valuation, competition, currency headwinds, and global supply chain disruptions, I see two structural risks. The first one involves its large exposure to China, which is a key market that has been driving a good part of its growth so far. Key risks here include new lockdowns in China due to the COVID resurgence and the escalation of China-US trade tension. The second one involves a remote anti-trust risk with its expansion and dominance in several market segments.</p><p>To conclude, I am siding with Wall Street&#39;s opinion on AAPL this time. My overall impression of its finances, profitability and valuation are summarized below (and detailed in our earlier article here).</p><blockquote><i>Its current price of ~$140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.</i></blockquote><p>In this article, I want to focus on a bearish argument surrounding Tim Cook. My thesis is to argue that he is only a fantastic professional manager but also an innovator too. The Apple Watch and especially the AirPods are good examples. The design of AirPods inherits the Apple spirit beautifully in my view. The easy-to-use features quickly made the public accept this new product with a premier price tag of around $200. And both the Apple Watch and AirPods have become a trend, an icon, and a culture just like the iPod and iPhone.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: I'm Siding With Wall Street This Time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: I'm Siding With Wall Street This Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547434-apple-i-am-siding-with-wall-street-this-time><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryUsually, I do not like to follow advice from Wall Street. And I suggest you do not either.However, I am siding with Wall Street on Apple this time.In my view, many bearish analyses ...</p>\n\n<a href=\"https://seekingalpha.com/article/4547434-apple-i-am-siding-with-wall-street-this-time\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4547434-apple-i-am-siding-with-wall-street-this-time","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2276806764","content_text":"SummaryUsually, I do not like to follow advice from Wall Street. And I suggest you do not either.However, I am siding with Wall Street on Apple this time.In my view, many bearish analyses misunderstood Tim Cook only as an operation manager and drastically underestimated his innovation and marketing prowess.Under Cook’s leadership, Apple keeps churning out iconic products like  AirPods and is also successfully transitioning into a subscriber-based model.In terms of profitability and valuation, I see a total annual return easily in the double digits, with about 5% coming from owners’ earnings yield and 5% from organic growth.ThesisThere is a clear divergence of opinion regarding Apple (NASDAQ:AAPL) between Main Street opinions and Wall Street opinions. As you can see from the following chart, a total of 35 Seeking Alpha Authors wrote about AAPL in the Last 30 Days. Only 1 is recommending Strong Buy. In contrast, out of a total of 44 Wall Street analysts, 26 were recommending a strong buy. On the selling end, a total of 6 SA authors are either recommending sell or strong sell. While in contrast, only 1 Wall Street analyst is recommending selling and no one recommends strong selling.Source: Seeking Alpha dataUsually, I do not like to follow investment advice from Wall Street. Wall Street opinions are almost synonymous with herd thinking in many investors' minds, and for good reasons. However, in the case of AAPL under current conditions, I am going to do something that seems absurd. I am siding with Wall Street this time. Much of the financial, profitability, and valuation considerations have been detailed in our earlier articles.And today, I will focus the article to address an issue that was frequently mentioned in many of the bear arguments. The issue involves Tim Cook and the arguments more or less go like the following: yes, Tim Cook is a fantastic professional manager, but not an innovator. As a result, Apple under his reign is becoming less innovative, less adventurous, and more mediocre.And next, you will see why I disagree.Yes, Tim Cook is a fantastic professional managerThere is no need to argue about this at all. During Cook's tenure, Apple's market cap grew almost sevenfold to a staggering $2.3 trillion as of this writing, transforming AAPL from a tech company into a tech giant.More importantly and fundamentally, as an operation genius, Cook has reshaped the profitability drivers for AAPL and made it more sustainable. No matter how much you love and admire Steve Jobs (like I do), AAPL has been consistently on the verge of chaos under his regain. A simple DuPont analysis elucidates this fundamental shift as shown in the chart below. At the end of the Jobs era (2010 to 2012), AAPL's profitability, measured by ROCE (return on capital employed ), was an astronomical but unsustainable 443%. Since Cook took over, the ROCE has decreased by 88.4% in relative terms to 183% from 2019 to 2021. No one likes seeing a decrease in profitability, and the decrease here seemed so dramatic.However, if you dissect the decrease, you would see that out of the 88.4% decrease, 74% of it came from the decreased leverage, which is actually a good thing. Cook also stabilized and improved the asset utilization, which contributed a positive 6.4% to the ROCE. Then profit margin decrease contributed a negative 20.9% to the ROCE change largely due to intensified competition in the smartphone market.Source: author and Seeking Alpha data.But he is not making Apple any less innovativeIt is true that Steve Jobs, with Jony Ive behind him, delivered so many groundbreaking innovations and make Apple truly unique. It is not a tech company, but a luxury brand in my view. By the time Cook took over, innovation at the scale of creating an entirely new category like the iPhone or iPod has become much more difficult. As a matter of fact, managing AAPL's existing iconic products like the iPhone, Mac, and iPad already presents tremendous challenges. And I consider Cook's repositioning and streamlining of these existing products already a major innovation.Furthermore, Cook has also been quietly bringing out innovative products that are massively popular and profitable at the same time. The Apple Watch and AirPods are two notable examples. He successfully adjusted the positioning of the Apple Watch after the release of the first generation. And this year, he further subdivided Ultra, a sports watch for the professional field.The Airpods are an even more impressive demonstration of Cook's innovation capability and also his operation and marketing genius. From the appearance of AirPods to the release of the latest AirPods Pro 2, it has only been more than five years and there are only a few products in the AirPods series. But it has almost become a must-buy product for all iPhone users around the world. As a parent with a teenage kid, I have first-row seat to witness how the AirPods have become a life necessity for almost everyone in his school. Piper Sandler's data confirms the same trend: 72% of US teens own AirPods (and 87% own iPhones, 87% plan to buy one, and 30% own an Apple Watch).Source: ped30.comAll told, IDC estimates that AirPods sales reached about 120 million pairs in 2021, accounting for half of Apple's wearable device sales and becoming the fastest-growing product line in this part of the business. With the little AirPods, Tim Cook quietly created a new category (again, not as ground-shaking as the iPhone or iPad) valued at nearly $40 billion (to put it under perspective, it is equivalent to Xiaomi's market cap).And the genius of Cook is that, unlike the iPhone, the AirPods do not even update at high frequency and do need so many series. But it never fails to bring in beautiful sales data since its inception.Source: idc.comRisks and final thoughtsBesides Apple Watch and AirPods, under Cook's leadership, AAPL has also been successfully transitioning into a subscriber-based business model and away from a hardware-based model. Cook has been building an inseparable ecosystem to connect all Apple devices and bring users a more convenient and seamless Apple experience. I see this grand plan itself as a major innovation of Tim Cook. And I also see that it has been succeeding and with almost limitless potential. Under this grand plan, buying a Mac, or an iPhone is only the beginning of the continuous purchases of other AAPL products.Of course, there are definitely risks. Besides all the often-mentioned bearish arguments such as valuation, competition, currency headwinds, and global supply chain disruptions, I see two structural risks. The first one involves its large exposure to China, which is a key market that has been driving a good part of its growth so far. Key risks here include new lockdowns in China due to the COVID resurgence and the escalation of China-US trade tension. The second one involves a remote anti-trust risk with its expansion and dominance in several market segments.To conclude, I am siding with Wall Street's opinion on AAPL this time. My overall impression of its finances, profitability and valuation are summarized below (and detailed in our earlier article here).Its current price of ~$140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.In this article, I want to focus on a bearish argument surrounding Tim Cook. My thesis is to argue that he is only a fantastic professional manager but also an innovator too. The Apple Watch and especially the AirPods are good examples. The design of AirPods inherits the Apple spirit beautifully in my view. The easy-to-use features quickly made the public accept this new product with a premier price tag of around $200. And both the Apple Watch and AirPods have become a trend, an icon, and a culture just like the iPod and iPhone.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997720517,"gmtCreate":1661860010141,"gmtModify":1676536591844,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I like the business model, wait for more price retracement&nbsp;[Smile]&nbsp;","listText":"I like the business model, wait for more price retracement&nbsp;[Smile]&nbsp;","text":"I like the business model, wait for more price retracement [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997720517","repostId":"2263055051","repostType":4,"repost":{"id":"2263055051","pubTimestamp":1661858696,"share":"https://www.laohu8.com/m/news/2263055051?lang=&edition=full","pubTime":"2022-08-30 19:24","market":"us","language":"en","title":"Costco Stock: The Smartest Investors Should Buy and Hold Through a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=2263055051","media":"Motley Fool","summary":"This top-notch retailer is well-positioned in a down economy.","content":"<html><head></head><body><p>The Federal Reserve&#39;s ongoing moves to hike interest rates in order to curb soaring inflation has the potential to seriously slow down the economy. And in this situation, investors need to find ways to position their portfolios for a sustained negative macroeconomic environment.</p><p>Here&#39;s a top retail stock that the smartest investors are going to buy and hold should a full-on recession come along.</p><h2>Taking care of the customer</h2><p>In a down economy, consumers are going to do everything in their power to stretch their budgets and seek out value above all else. With this in mind, it&#39;s no surprise that a business like <a href=\"https://laohu8.com/S/COST\">Costco Wholesale</a> becomes attractive to investors.</p><p>The company is known for selling high-quality merchandise at some of the lowest prices around. The typical mark-up at a Costco location is 11%, compared to 24% at competitor <b>Walmart</b>. Costco&#39;s sheer scale, coupled with its no-frills warehouses and membership-based model, allows for incredibly low operating margins. The end result is an extremely satisfied customer.</p><p>Revenue in the month of July rose 16.4% year-over-year, a sign of strong momentum for the company. &#34;There&#39;s a lot of discussion and talk about a recession coming, but if you look in our buildings and if you&#39;ve been on an airplane lately, you&#39;d never notice it,&#34; Bob Nelson, Costco&#39;s Senior Vice President of Finance and Investor Relations, said on the Q3 2022 earnings call.</p><p>This relentless focus of always doing right by the customer and keeping prices as low as possible is ingrained in Costco&#39;s organizational culture. In fact, the company&#39;s co-founder and former CEO Jim Sinegal had a famous reply when asked by then-president and current CEO, Craig Jelinek, to raise the $1.50 price of Costco&#39;s popular hot dog and soda combo. &#34;If you raise the price of the effing hot dog, I will kill you,&#34; Sinegal said.</p><p>Needless to say, the price hasn&#39;t changed.</p><h2>Thriving in good and bad times</h2><p>But let&#39;s be clear -- Costco isn&#39;t just a business that investors should own in a recession. This company has proven that it can thrive no matter what the economic climate is. Besides revenue falling 1.5% in fiscal 2009 during the Great Recession, this metric has increased each and every year since. And margins have steadily expanded over time.</p><p>What makes Costco special is that it is a top shopping destination for customers in both good and bad economic times. Leadership has done a phenomenal job over the years to establish trust with shoppers and to make sure it&#39;s a brand that will take care of customers with a broad assortment of high-quality products sold at the lowest prices. This kind of offering will always be desirable.</p><p>Even throughout the past couple of years, a time mainly characterized by the coronavirus pandemic, Costco&#39;s value proposition was on full display. Trying to save time while staying safe, customers frequented Costco warehouses for all of their shopping needs. U.S. same-store sales, or comps, have consistently increased more than 10% year-over-year every single month since June 2020. The pandemic supercharged Costco&#39;s growth.</p><p>And despite its gargantuan size, with a market cap of $244 billion today, the future looks bright for Costco. Wall Street analysts&#39; consensus estimates call for revenue and earnings per share to increase at a compound annual growth rate of 7.5% and 15.2%, respectively, between fiscal 2021 and fiscal 2026. That&#39;s slightly less than the gains registered over the prior five years, but it&#39;s still impressive.</p><p>Putting the customer first has worked wonders for the business throughout its history, and it will likely continue to do so, especially if the economy enters a recession. This means it might be a smart move to pay up for Costco&#39;s stock, whose current price-to-earnings ratio is roughly 33% higher than its 10-year average.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Costco Stock: The Smartest Investors Should Buy and Hold Through a Recession</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\">\nCostco Stock: The Smartest Investors Should Buy and Hold Through a Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-30 19:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/29/1-stock-smartest-investors-buy-hold-recession/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve's ongoing moves to hike interest rates in order to curb soaring inflation has the potential to seriously slow down the economy. And in this situation, investors need to find ways ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/29/1-stock-smartest-investors-buy-hold-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多"},"source_url":"https://www.fool.com/investing/2022/08/29/1-stock-smartest-investors-buy-hold-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2263055051","content_text":"The Federal Reserve's ongoing moves to hike interest rates in order to curb soaring inflation has the potential to seriously slow down the economy. And in this situation, investors need to find ways to position their portfolios for a sustained negative macroeconomic environment.Here's a top retail stock that the smartest investors are going to buy and hold should a full-on recession come along.Taking care of the customerIn a down economy, consumers are going to do everything in their power to stretch their budgets and seek out value above all else. With this in mind, it's no surprise that a business like Costco Wholesale becomes attractive to investors.The company is known for selling high-quality merchandise at some of the lowest prices around. The typical mark-up at a Costco location is 11%, compared to 24% at competitor Walmart. Costco's sheer scale, coupled with its no-frills warehouses and membership-based model, allows for incredibly low operating margins. The end result is an extremely satisfied customer.Revenue in the month of July rose 16.4% year-over-year, a sign of strong momentum for the company. \"There's a lot of discussion and talk about a recession coming, but if you look in our buildings and if you've been on an airplane lately, you'd never notice it,\" Bob Nelson, Costco's Senior Vice President of Finance and Investor Relations, said on the Q3 2022 earnings call.This relentless focus of always doing right by the customer and keeping prices as low as possible is ingrained in Costco's organizational culture. In fact, the company's co-founder and former CEO Jim Sinegal had a famous reply when asked by then-president and current CEO, Craig Jelinek, to raise the $1.50 price of Costco's popular hot dog and soda combo. \"If you raise the price of the effing hot dog, I will kill you,\" Sinegal said.Needless to say, the price hasn't changed.Thriving in good and bad timesBut let's be clear -- Costco isn't just a business that investors should own in a recession. This company has proven that it can thrive no matter what the economic climate is. Besides revenue falling 1.5% in fiscal 2009 during the Great Recession, this metric has increased each and every year since. And margins have steadily expanded over time.What makes Costco special is that it is a top shopping destination for customers in both good and bad economic times. Leadership has done a phenomenal job over the years to establish trust with shoppers and to make sure it's a brand that will take care of customers with a broad assortment of high-quality products sold at the lowest prices. This kind of offering will always be desirable.Even throughout the past couple of years, a time mainly characterized by the coronavirus pandemic, Costco's value proposition was on full display. Trying to save time while staying safe, customers frequented Costco warehouses for all of their shopping needs. U.S. same-store sales, or comps, have consistently increased more than 10% year-over-year every single month since June 2020. The pandemic supercharged Costco's growth.And despite its gargantuan size, with a market cap of $244 billion today, the future looks bright for Costco. Wall Street analysts' consensus estimates call for revenue and earnings per share to increase at a compound annual growth rate of 7.5% and 15.2%, respectively, between fiscal 2021 and fiscal 2026. That's slightly less than the gains registered over the prior five years, but it's still impressive.Putting the customer first has worked wonders for the business throughout its history, and it will likely continue to do so, especially if the economy enters a recession. This means it might be a smart move to pay up for Costco's stock, whose current price-to-earnings ratio is roughly 33% higher than its 10-year average.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995285913,"gmtCreate":1661473521934,"gmtModify":1676536525308,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow nice 😊","listText":"Wow nice 😊","text":"Wow nice 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995285913","repostId":"2262599391","repostType":2,"repost":{"id":"2262599391","pubTimestamp":1661470690,"share":"https://www.laohu8.com/m/news/2262599391?lang=&edition=full","pubTime":"2022-08-26 07:38","market":"us","language":"en","title":"Ulta Beauty Shares Up 3% on Q2 Beat & Raised Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2262599391","media":"StreetInsider","summary":"Ulta Beauty (NASDAQ: ULTA) shares rose more than 3% after-hours following the company’s reported Q2 ","content":"<html><head></head><body><p>Ulta Beauty (NASDAQ: ULTA) shares rose more than 3% after-hours following the company’s reported Q2 results, with EPS of $5.70 coming in better than the consensus estimate of $4.90.</p><p>Revenue grew 16.8% year-over-year to $2.3 billion, compared to the consensus estimate of $2.19 billion. Comparable sales grew 14.4%, driven by an 8.3% increase in transactions and a 5.6% increase in average ticket.</p><p>“Strong consumer demand and broad-based momentum across our business continued as our teams executed our plans with excellence. For the quarter, we delivered double-digit comparable sales growth across all major categories and increased profitability, demonstrating the strength of our model and the commitment of our teams,” said Dave Kimbell, CEO of Ulta Beauty.</p><p>The company increased its full 2022-year outlook, expecting EPS to be in the range of $20.70-$21.20, compared to the consensus of $20.32, and revenue in the range of $9.65-9.75 billion, compared to the consensus of $9.53 billion.</p></body></html>","source":"highlight_streetinsider","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>Ulta Beauty Shares Up 3% on Q2 Beat & Raised Guidance</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\">\nUlta Beauty Shares Up 3% on Q2 Beat & Raised Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20512838><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ulta Beauty (NASDAQ: ULTA) shares rose more than 3% after-hours following the company’s reported Q2 results, with EPS of $5.70 coming in better than the consensus estimate of $4.90.Revenue grew 16.8% ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20512838\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ULTA":"Ulta美容"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20512838","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262599391","content_text":"Ulta Beauty (NASDAQ: ULTA) shares rose more than 3% after-hours following the company’s reported Q2 results, with EPS of $5.70 coming in better than the consensus estimate of $4.90.Revenue grew 16.8% year-over-year to $2.3 billion, compared to the consensus estimate of $2.19 billion. Comparable sales grew 14.4%, driven by an 8.3% increase in transactions and a 5.6% increase in average ticket.“Strong consumer demand and broad-based momentum across our business continued as our teams executed our plans with excellence. For the quarter, we delivered double-digit comparable sales growth across all major categories and increased profitability, demonstrating the strength of our model and the commitment of our teams,” said Dave Kimbell, CEO of Ulta Beauty.The company increased its full 2022-year outlook, expecting EPS to be in the range of $20.70-$21.20, compared to the consensus of $20.32, and revenue in the range of $9.65-9.75 billion, compared to the consensus of $9.53 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995965149,"gmtCreate":1661395230284,"gmtModify":1676536511379,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for sharing!&nbsp;","listText":"Thanks for sharing!&nbsp;","text":"Thanks for sharing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995965149","repostId":"1107582509","repostType":2,"repost":{"id":"1107582509","pubTimestamp":1661393480,"share":"https://www.laohu8.com/m/news/1107582509?lang=&edition=full","pubTime":"2022-08-25 10:11","market":"us","language":"en","title":"Alphabet Stock Offers Good Option Income Plays","url":"https://stock-news.laohu8.com/highlight/detail?id=1107582509","media":"Barchart","summary":"$Alphabet(GOOG, GOOGL)$ has a robust earnings and cash flow generation outlook. As a result, GOOG st","content":"<html><head></head><body><p>$Alphabet(GOOG, GOOGL)$ has a robust earnings and cash flow generation outlook. As a result, GOOG stock now shows attractive out-of-the-money (OTM) short call option and put option income plays.</p><p>The company recently completed a 20 for 1 stock split which lowered the absolute price of the stock. As a result, it is now much easier to short OTMcovered calls and also short cash-secured OTM put options.</p><p>This means that investors can create more income for their holdings. But first, let&#39;s look at the company&#39;s valuation. After all, it makes no sense to create option income for a stock that is overvalued and likely to fall.</p><h3>Alphabet&#39;s Valuation</h3><p>But first, let&#39;s look at the company&#39;s valuation. After all, it makes no sense to create option income for a stock that is overvalued and likely to fall.</p><p>For example, analysts now project that earnings per share (EPS) will rise 11.5% to $5.80 next year, up from $5.20 this year, according to Barchart&#39;s estimates. In addition, Seeking Alpha&#39;s survey of 42 analysts shows a forecast of $5.96 by 2023. And Refinitiv&#39;s survey of 37 analysts shows a projection of $5.88 in 2023. On average these 2023 EPS forecasts work out to $5.88.</p><p>So, at today&#39;s price (Aug. 24) of $115.63 per share, the stock trades for a forward P/E multiple of just 19.66x. By comparison, Morningstar reports that the average forward P/E multiple over the last 5 years has been 26.26x.</p><p>So theoretically, GOOG stock could be worth one-third more if it were to trade at its mean forward multiple. That puts its value at over $154 per share. We can use that to help us set the strike price in income plays.</p><h3>Shorting GOOG OTM Puts And Calls For Income</h3><p>It turns out that GOOG stock has some attractive out-of-the-money (OTM) short-call and short-put income plays.</p><p>For example, look at the table below from Barchart.</p><p><img src=\"https://static.tigerbbs.com/fb09ffd9c74e64a6a5d8ebff611e34eb\" tg-width=\"1321\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/>This shows that the one-month out Sept. 23 expiration call options at the $123 strike price, which is less than 7% over today&#39;s price offers a $1.30 call premium. Here is what that means to a covered call investor.</p><p>The investor buys 100 shares at $115.63 for $11,563. Then he shorts the $123 call option and collets $130. That works out to a 1.12% yield or return on his investment. Assuming the stock does not rise to $123 by Sept. 23, the investor can repeat this again. So, the annualized return without compounding is equal to 13.49%.</p><p>And, of course, if the stock rises over $123, the calls will be exercised and the investor makes an additional 6.37% capital gain. Based on our analysis there is a good chance this could happen.</p><p>A more attractive way to play this, given how undervalued GOOG stock is now, is to short OTM put options. Look at the table below.</p><p><img src=\"https://static.tigerbbs.com/7a7842f390a035f0f87485b6876d3324\" tg-width=\"1315\" tg-height=\"298\" referrerpolicy=\"no-referrer\"/>This shows that the $110 strike price put contract offers a $1.98 per contract premium. Here is what that means for a cash-secured put option short play.</p><p>First, the investor puts up $11,000 with his brokerage firm. That would cover the purchase of 100 shares at $110 per share. Then the investor shorts 1 put contract at $110 and immediately receives $198 in the account.</p><p>This works out to a 1.80% yield on the $11,000 potential cost for the shares over the next month. That is an annualized return of 21.60%. You can see that this is an even higher return than shorting covered calls. In addition, your potential buy-in cost is much lower.</p><p>The only problem is there is no potential capital gain as there is with the covered call play. This is why sometimes investors do both of these plays.</p><p>Either way, look for GOOG stock to continue to provide good income potential using these short put and call plays.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Stock Offers Good Option Income Plays</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\">\nAlphabet Stock Offers Good Option Income Plays\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 10:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/9848059/alphabet-stock-offers-good-option-income-plays><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>$Alphabet(GOOG, GOOGL)$ has a robust earnings and cash flow generation outlook. As a result, GOOG stock now shows attractive out-of-the-money (OTM) short call option and put option income plays.The ...</p>\n\n<a href=\"https://www.barchart.com/story/news/9848059/alphabet-stock-offers-good-option-income-plays\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.barchart.com/story/news/9848059/alphabet-stock-offers-good-option-income-plays","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107582509","content_text":"$Alphabet(GOOG, GOOGL)$ has a robust earnings and cash flow generation outlook. As a result, GOOG stock now shows attractive out-of-the-money (OTM) short call option and put option income plays.The company recently completed a 20 for 1 stock split which lowered the absolute price of the stock. As a result, it is now much easier to short OTMcovered calls and also short cash-secured OTM put options.This means that investors can create more income for their holdings. But first, let's look at the company's valuation. After all, it makes no sense to create option income for a stock that is overvalued and likely to fall.Alphabet's ValuationBut first, let's look at the company's valuation. After all, it makes no sense to create option income for a stock that is overvalued and likely to fall.For example, analysts now project that earnings per share (EPS) will rise 11.5% to $5.80 next year, up from $5.20 this year, according to Barchart's estimates. In addition, Seeking Alpha's survey of 42 analysts shows a forecast of $5.96 by 2023. And Refinitiv's survey of 37 analysts shows a projection of $5.88 in 2023. On average these 2023 EPS forecasts work out to $5.88.So, at today's price (Aug. 24) of $115.63 per share, the stock trades for a forward P/E multiple of just 19.66x. By comparison, Morningstar reports that the average forward P/E multiple over the last 5 years has been 26.26x.So theoretically, GOOG stock could be worth one-third more if it were to trade at its mean forward multiple. That puts its value at over $154 per share. We can use that to help us set the strike price in income plays.Shorting GOOG OTM Puts And Calls For IncomeIt turns out that GOOG stock has some attractive out-of-the-money (OTM) short-call and short-put income plays.For example, look at the table below from Barchart.This shows that the one-month out Sept. 23 expiration call options at the $123 strike price, which is less than 7% over today's price offers a $1.30 call premium. Here is what that means to a covered call investor.The investor buys 100 shares at $115.63 for $11,563. Then he shorts the $123 call option and collets $130. That works out to a 1.12% yield or return on his investment. Assuming the stock does not rise to $123 by Sept. 23, the investor can repeat this again. So, the annualized return without compounding is equal to 13.49%.And, of course, if the stock rises over $123, the calls will be exercised and the investor makes an additional 6.37% capital gain. Based on our analysis there is a good chance this could happen.A more attractive way to play this, given how undervalued GOOG stock is now, is to short OTM put options. Look at the table below.This shows that the $110 strike price put contract offers a $1.98 per contract premium. Here is what that means for a cash-secured put option short play.First, the investor puts up $11,000 with his brokerage firm. That would cover the purchase of 100 shares at $110 per share. Then the investor shorts 1 put contract at $110 and immediately receives $198 in the account.This works out to a 1.80% yield on the $11,000 potential cost for the shares over the next month. That is an annualized return of 21.60%. You can see that this is an even higher return than shorting covered calls. In addition, your potential buy-in cost is much lower.The only problem is there is no potential capital gain as there is with the covered call play. This is why sometimes investors do both of these plays.Either way, look for GOOG stock to continue to provide good income potential using these short put and call plays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992759324,"gmtCreate":1661382807371,"gmtModify":1676536506056,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Omg 😱&nbsp;","listText":"Omg 😱&nbsp;","text":"Omg 😱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992759324","repostId":"2262334674","repostType":2,"repost":{"id":"2262334674","pubTimestamp":1661382667,"share":"https://www.laohu8.com/m/news/2262334674?lang=&edition=full","pubTime":"2022-08-25 07:11","market":"us","language":"en","title":"NVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2262334674","media":"StreetInsider","summary":"NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results,","content":"<html><head></head><body><p>NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results, with revenue of $6.7 billion (up 3% year-over-year) coming in worse than the consensus estimate of $6.83 billion. Q2 EPS came in at $0.51, compared to the consensus estimate of $0.50.</p><p>Q2 Data Center revenue was up 61% year-over-year to $3.81 billion, while Gaming revenue was down 33% year-over-year to $2.04 billion. Professional Visualization revenue declined 4% year-over-year to $496 million. Automotive revenue grew 45% year-over-year to $220 million.</p><p>The company expects Q3 revenue of $5.90 billion, plus or minus 2%, worse than the consensus estimate of $6.92 billion.</p><p>“We are navigating our supply chain transitions in a challenging macro environment and we will get through this,” said Jensen Huang, founder and CEO of NVIDIA.</p><p>The company also declared a quarterly dividend of $0.04 per share, payable on September 29 to stockholders of record on September 8.</p></body></html>","source":"highlight_streetinsider","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>NVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20506243><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results, with revenue of $6.7 billion (up 3% year-over-year) coming in worse than the consensus estimate of ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20506243\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20506243","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262334674","content_text":"NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results, with revenue of $6.7 billion (up 3% year-over-year) coming in worse than the consensus estimate of $6.83 billion. Q2 EPS came in at $0.51, compared to the consensus estimate of $0.50.Q2 Data Center revenue was up 61% year-over-year to $3.81 billion, while Gaming revenue was down 33% year-over-year to $2.04 billion. Professional Visualization revenue declined 4% year-over-year to $496 million. Automotive revenue grew 45% year-over-year to $220 million.The company expects Q3 revenue of $5.90 billion, plus or minus 2%, worse than the consensus estimate of $6.92 billion.“We are navigating our supply chain transitions in a challenging macro environment and we will get through this,” said Jensen Huang, founder and CEO of NVIDIA.The company also declared a quarterly dividend of $0.04 per share, payable on September 29 to stockholders of record on September 8.","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902086454,"gmtCreate":1659613393581,"gmtModify":1705982159516,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Go Baba!","listText":"Go Baba!","text":"Go Baba!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902086454","repostId":"1179498912","repostType":4,"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103864033944460","authorId":"4103864033944460","name":"PaperPlay","avatar":"https://community-static.tradeup.com/news/f9bd8cbd182d6cb24667a31115671409","crmLevel":4,"crmLevelSwitch":0},"content":"why? with China's erratic politics as well as them not wanting to disclose based on US accounting standards. Why?","text":"why? with China's erratic politics as well as them not wanting to disclose based on US accounting standards. Why?","html":"why? with China's erratic politics as well as them not wanting to disclose based on US accounting standards. Why?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903809460,"gmtCreate":1658995035950,"gmtModify":1676536241146,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh no 🙈&nbsp;","listText":"Oh no 🙈&nbsp;","text":"Oh no 🙈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903809460","repostId":"2254115366","repostType":2,"repost":{"id":"2254115366","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658962008,"share":"https://www.laohu8.com/m/news/2254115366?lang=&edition=full","pubTime":"2022-07-28 06:46","market":"us","language":"en","title":"Qualcomm Revenue Forecast Disappoints on Cooling Smartphone Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2254115366","media":"Reuters","summary":"July 27 (Reuters) - Qualcomm Inc forecast fourth-quarter revenue below estimates on Wednesday, braci","content":"<html><head></head><body><p>July 27 (Reuters) - Qualcomm Inc forecast fourth-quarter revenue below estimates on Wednesday, bracing for difficult economic conditions and a slowdown in smartphone demand that could hit its mainstay handset chips business.</p><p>Shares of the San Diego-based company fell 3.1% in extended trading, adding to the stock&#39;s decline of about 18% this year amid a broader selloff in growth stocks.</p><p><img src=\"https://static.tigerbbs.com/df43c0601a1daf649876ce6f736b2269\" tg-width=\"855\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>The chip designer still surpassed expectations for adjusted revenue in the third quarter, driven by growth of 59% at its handset chips business.</p><p>&#34;The weakness we see in consumer has been offset by the diversification strategy of the company and the focus on premium and high-tier handsets,&#34; said Qualcomm Chief Executive Cristiano Amon.</p><p>Qualcomm is looking to diversify to sectors such as automotives, but its handset chip business still makes up more than half of total sales.</p><p>The company now expects smartphone sales to fall 5% this year, compared with its prior outlook for flat growth, Chief Financial Officer Akash Palkhiwala said.</p><p>Leading chipmakers including Micron Technology and Texas Instruments have also warned of cooling consumer electronics demand.</p><p>Smartphone sales have come under pressure as runaway inflation, growing recession risks and repeated COVID-19 lockdowns in China force consumers to rein in spending. Global smartphone shipments will fall 3.5% this year, according to data from IDC.</p><p>The Ukraine crisis and China lockdowns have also worsened supply-chain snags and hurt demand, forcing many phone makers to cut orders for chips.</p><p>Qualcomm forecast current-quarter revenue between $11 billion and $11.8 billion, compared with analysts&#39; estimates of $11.87 billion, according to Refinitiv data.</p><p>It expects adjusted earnings per share of between $3 and $3.30, compared with estimates of $3.23.</p><p>Qualcomm said the mid-point of its fourth-quarter forecast included an estimated impact of an about 20 cents reduction to earnings per share due to macroeconomic headwinds and a lower global handset forecast.</p><p>Adjusted revenue for the quarter ended June 26, when analysts expected strong demand from Apple, was $10.93 billion, compared with estimates of $10.88 billion.</p><p>Separately, Qualcomm said it has extended its patent license agreement with Samsung Electronics through the end of 2030. It also agreed to expand the use of Snapdragon platforms for future premium Samsung Galaxy products, including Samsung Galaxy phones.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm Revenue Forecast Disappoints on Cooling Smartphone Demand</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\">\nQualcomm Revenue Forecast Disappoints on Cooling Smartphone Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-28 06:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 27 (Reuters) - Qualcomm Inc forecast fourth-quarter revenue below estimates on Wednesday, bracing for difficult economic conditions and a slowdown in smartphone demand that could hit its mainstay handset chips business.</p><p>Shares of the San Diego-based company fell 3.1% in extended trading, adding to the stock&#39;s decline of about 18% this year amid a broader selloff in growth stocks.</p><p><img src=\"https://static.tigerbbs.com/df43c0601a1daf649876ce6f736b2269\" tg-width=\"855\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>The chip designer still surpassed expectations for adjusted revenue in the third quarter, driven by growth of 59% at its handset chips business.</p><p>&#34;The weakness we see in consumer has been offset by the diversification strategy of the company and the focus on premium and high-tier handsets,&#34; said Qualcomm Chief Executive Cristiano Amon.</p><p>Qualcomm is looking to diversify to sectors such as automotives, but its handset chip business still makes up more than half of total sales.</p><p>The company now expects smartphone sales to fall 5% this year, compared with its prior outlook for flat growth, Chief Financial Officer Akash Palkhiwala said.</p><p>Leading chipmakers including Micron Technology and Texas Instruments have also warned of cooling consumer electronics demand.</p><p>Smartphone sales have come under pressure as runaway inflation, growing recession risks and repeated COVID-19 lockdowns in China force consumers to rein in spending. Global smartphone shipments will fall 3.5% this year, according to data from IDC.</p><p>The Ukraine crisis and China lockdowns have also worsened supply-chain snags and hurt demand, forcing many phone makers to cut orders for chips.</p><p>Qualcomm forecast current-quarter revenue between $11 billion and $11.8 billion, compared with analysts&#39; estimates of $11.87 billion, according to Refinitiv data.</p><p>It expects adjusted earnings per share of between $3 and $3.30, compared with estimates of $3.23.</p><p>Qualcomm said the mid-point of its fourth-quarter forecast included an estimated impact of an about 20 cents reduction to earnings per share due to macroeconomic headwinds and a lower global handset forecast.</p><p>Adjusted revenue for the quarter ended June 26, when analysts expected strong demand from Apple, was $10.93 billion, compared with estimates of $10.88 billion.</p><p>Separately, Qualcomm said it has extended its patent license agreement with Samsung Electronics through the end of 2030. It also agreed to expand the use of Snapdragon platforms for future premium Samsung Galaxy products, including Samsung Galaxy phones.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254115366","content_text":"July 27 (Reuters) - Qualcomm Inc forecast fourth-quarter revenue below estimates on Wednesday, bracing for difficult economic conditions and a slowdown in smartphone demand that could hit its mainstay handset chips business.Shares of the San Diego-based company fell 3.1% in extended trading, adding to the stock's decline of about 18% this year amid a broader selloff in growth stocks.The chip designer still surpassed expectations for adjusted revenue in the third quarter, driven by growth of 59% at its handset chips business.\"The weakness we see in consumer has been offset by the diversification strategy of the company and the focus on premium and high-tier handsets,\" said Qualcomm Chief Executive Cristiano Amon.Qualcomm is looking to diversify to sectors such as automotives, but its handset chip business still makes up more than half of total sales.The company now expects smartphone sales to fall 5% this year, compared with its prior outlook for flat growth, Chief Financial Officer Akash Palkhiwala said.Leading chipmakers including Micron Technology and Texas Instruments have also warned of cooling consumer electronics demand.Smartphone sales have come under pressure as runaway inflation, growing recession risks and repeated COVID-19 lockdowns in China force consumers to rein in spending. Global smartphone shipments will fall 3.5% this year, according to data from IDC.The Ukraine crisis and China lockdowns have also worsened supply-chain snags and hurt demand, forcing many phone makers to cut orders for chips.Qualcomm forecast current-quarter revenue between $11 billion and $11.8 billion, compared with analysts' estimates of $11.87 billion, according to Refinitiv data.It expects adjusted earnings per share of between $3 and $3.30, compared with estimates of $3.23.Qualcomm said the mid-point of its fourth-quarter forecast included an estimated impact of an about 20 cents reduction to earnings per share due to macroeconomic headwinds and a lower global handset forecast.Adjusted revenue for the quarter ended June 26, when analysts expected strong demand from Apple, was $10.93 billion, compared with estimates of $10.88 billion.Separately, Qualcomm said it has extended its patent license agreement with Samsung Electronics through the end of 2030. It also agreed to expand the use of Snapdragon platforms for future premium Samsung Galaxy products, including Samsung Galaxy phones.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909265028,"gmtCreate":1658881274664,"gmtModify":1676536222134,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Go Microsoft!&nbsp;","listText":"Go Microsoft!&nbsp;","text":"Go Microsoft!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909265028","repostId":"2254387202","repostType":2,"repost":{"id":"2254387202","pubTimestamp":1658877791,"share":"https://www.laohu8.com/m/news/2254387202?lang=&edition=full","pubTime":"2022-07-27 07:23","market":"us","language":"en","title":"Microsoft rebounds to 4% gain on forecast for double-digit full-year growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2254387202","media":"seekingalpha","summary":"Jean-Luc Ichard/iStock Editorial via Getty Images   Microsoft stock (NASDAQ:MSFT) has rebounded, jum","content":"<html><body><p><figure> <picture> <img height=\"1152px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1354846583/image_1354846583.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1354846583/image_1354846583.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1354846583/image_1354846583.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1354846583/image_1354846583.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1354846583/image_1354846583.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1354846583/image_1354846583.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1354846583/image_1354846583.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1354846583/image_1354846583.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1354846583/image_1354846583.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture> <figcaption><p>Jean-Luc Ichard/iStock Editorial via Getty Images</p></figcaption> </figure></p> <ul> <li>Microsoft stock (<span>NASDAQ:MSFT</span>) has rebounded, <span>jumping 4.3%</span> after hours following surprisingly upbeat guidance after a Q4 miss.</li> <li>On its earnings call, the company said it expected double-digit growth in sales and operating income in<span> fiscal 2023, with margins roughly flat.</span> </li> <li>Shares were down as much as 3.5% postmarket after the initial earnings release posted.</li> <li>Azure sales growth will be about 3% lower in the current quarter, the company said. It's expecting Productivity sales to come in at $15.95B-$16.25B; Intelligent Cloud sales at $20.3B-$20.6B; and Personal Computing sales to arrive at $13B-$13.4B.</li> <li>Meanwhile, as with other companies, the strong dollar is forcing a foreign-exchange headwind for global tech firms, but Microsoft indicated that might not be as bad as expected, with a 5% headwind for the current quarter and just a 4% negative impact for the year.</li> <li>Gains in Microsoft and Alphabet - (GOOG) is <span>+4.3%</span>; (GOOGL) <span>+4.5%</span> - are helping drive American stock futures higher in the early evening. Nasdaq futures are <span>up 1.2%</span>, while S&amp;P e-mini futures are <span>0.7% higher</span>.</li> </ul></body></html>","source":"seekingalpha","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>Microsoft rebounds to 4% gain on forecast for double-digit full-year growth</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\">\nMicrosoft rebounds to 4% gain on forecast for double-digit full-year growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 07:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3861058-microsoft-rebounds-to-4-gain-on-forecast-for-double-digit-full-year-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jean-Luc Ichard/iStock Editorial via Getty Images   Microsoft stock (NASDAQ:MSFT) has rebounded, jumping 4.3% after hours following surprisingly upbeat guidance after a Q4 miss. On its earnings call, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3861058-microsoft-rebounds-to-4-gain-on-forecast-for-double-digit-full-year-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","MSFT":"微软","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4538":"云计算","BK4527":"明星科技股","BK4577":"网络游戏","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓"},"source_url":"https://seekingalpha.com/news/3861058-microsoft-rebounds-to-4-gain-on-forecast-for-double-digit-full-year-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2254387202","content_text":"Jean-Luc Ichard/iStock Editorial via Getty Images   Microsoft stock (NASDAQ:MSFT) has rebounded, jumping 4.3% after hours following surprisingly upbeat guidance after a Q4 miss. On its earnings call, the company said it expected double-digit growth in sales and operating income in fiscal 2023, with margins roughly flat.  Shares were down as much as 3.5% postmarket after the initial earnings release posted. Azure sales growth will be about 3% lower in the current quarter, the company said. It's expecting Productivity sales to come in at $15.95B-$16.25B; Intelligent Cloud sales at $20.3B-$20.6B; and Personal Computing sales to arrive at $13B-$13.4B. Meanwhile, as with other companies, the strong dollar is forcing a foreign-exchange headwind for global tech firms, but Microsoft indicated that might not be as bad as expected, with a 5% headwind for the current quarter and just a 4% negative impact for the year. Gains in Microsoft and Alphabet - (GOOG) is +4.3%; (GOOGL) +4.5% - are helping drive American stock futures higher in the early evening. Nasdaq futures are up 1.2%, while S&P e-mini futures are 0.7% higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909269608,"gmtCreate":1658881053804,"gmtModify":1676536222024,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Umm even if miss earnings, Microsoft and Google still do fine after post market. Hope it maintains !&nbsp;","listText":"Umm even if miss earnings, Microsoft and Google still do fine after post market. Hope it maintains !&nbsp;","text":"Umm even if miss earnings, Microsoft and Google still do fine after post market. Hope it maintains !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9909269608","repostId":"2254587430","repostType":2,"repost":{"id":"2254587430","pubTimestamp":1658877980,"share":"https://www.laohu8.com/m/news/2254587430?lang=&edition=full","pubTime":"2022-07-27 07:26","market":"us","language":"en","title":"After-Hours Movers: Alphabet, Microsoft, Enphase Energy, Chipotle and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2254587430","media":"StreetInsider","summary":"After-Hours Movers:Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than t","content":"<html><head></head><body><p><b>After-Hours Movers:</b></p><p>Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than the analyst estimate of $1.28. Revenue for the quarter came in at $69.69 billion versus the consensus estimate of $70.04 billion.</p><p>Microsoft (NASDAQ:MSFT) 3.9% HIGHER; reported Q4 EPS of $2.23, $0.06 worse than the analyst estimate of $2.29. Revenue for the quarter came in at $51.9 billion versus the consensus estimate of $52.43 billion. Microsoft Corp on Tuesday forecast revenue this fiscal year would grow by double digits, driven by demand for cloud computing services.</p><p>Enphase Energy (NASDAQ:ENPH) 9% HIGHER; reported Q2 EPS of $1.07, $0.22 better than the analyst estimate of $0.85. Revenue for the quarter came in at $530.2 million versus the consensus estimate of $507.49 million. Enphase Energy sees Q3 2022 revenue of $590-630 million, versus the consensus of $548.8 million.</p><p>Chipotle Mexican Grill (NYSE:CMG) 8.6% HIGHER; reported Q2 EPS of $9.30, $0.26 better than the analyst estimate of $9.04. Revenue for the quarter came in at $2.2 billion versus the consensus estimate of $2.25 billion. Comparable restaurant sales increased 10.1%.</p><p>Texas Instruments (NASDAQ:TXN) 2.6% HIGHER; reported Q2 EPS of $2.45, $0.32 better than the analyst estimate of $2.13. Revenue for the quarter came in at $5.21 billion versus the consensus estimate of $4.65 billion. Texas Instruments sees Q3 2022 EPS of $2.23-$2.51, versus the consensus of $2.26. Texas Instruments sees Q3 2022 revenue of $4.9-5.3 billion, versus the consensus of $4.97 billion.</p><p>F45 Training Holdings Inc. (NYSE:FXLV) 50.4% LOWER; CEO to step down.</p><p>Skechers USA (NYSE:SKX) 1.4% HIGHER; reported Q2 EPS of $0.58, $0.03 better than the analyst estimate of $0.55. Revenue for the quarter came in at $1.87 billion versus the consensus estimate of $1.79 billion. Skechers USA sees FY2022 EPS of $2.60-$2.70, versus the consensus of $2.89. Skechers USA sees FY2022 revenue of $7.2-7.4 billion, versus the consensus of $7.34 billion.</p><p></p><p></p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After-Hours Movers: Alphabet, Microsoft, Enphase Energy, Chipotle and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter-Hours Movers: Alphabet, Microsoft, Enphase Energy, Chipotle and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 07:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20370023><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Movers:Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than the analyst estimate of $1.28. Revenue for the quarter came in at $69.69 billion versus the consensus...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20370023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TXN":"德州仪器","ENPH":"Enphase Energy","CMG":"墨式烧烤","GOOGL":"谷歌A","SKX":"斯凯奇","FXLV":"F45 Training Holdings Inc."},"source_url":"https://www.streetinsider.com/dr/news.php?id=20370023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254587430","content_text":"After-Hours Movers:Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than the analyst estimate of $1.28. Revenue for the quarter came in at $69.69 billion versus the consensus estimate of $70.04 billion.Microsoft (NASDAQ:MSFT) 3.9% HIGHER; reported Q4 EPS of $2.23, $0.06 worse than the analyst estimate of $2.29. Revenue for the quarter came in at $51.9 billion versus the consensus estimate of $52.43 billion. Microsoft Corp on Tuesday forecast revenue this fiscal year would grow by double digits, driven by demand for cloud computing services.Enphase Energy (NASDAQ:ENPH) 9% HIGHER; reported Q2 EPS of $1.07, $0.22 better than the analyst estimate of $0.85. Revenue for the quarter came in at $530.2 million versus the consensus estimate of $507.49 million. Enphase Energy sees Q3 2022 revenue of $590-630 million, versus the consensus of $548.8 million.Chipotle Mexican Grill (NYSE:CMG) 8.6% HIGHER; reported Q2 EPS of $9.30, $0.26 better than the analyst estimate of $9.04. Revenue for the quarter came in at $2.2 billion versus the consensus estimate of $2.25 billion. Comparable restaurant sales increased 10.1%.Texas Instruments (NASDAQ:TXN) 2.6% HIGHER; reported Q2 EPS of $2.45, $0.32 better than the analyst estimate of $2.13. Revenue for the quarter came in at $5.21 billion versus the consensus estimate of $4.65 billion. Texas Instruments sees Q3 2022 EPS of $2.23-$2.51, versus the consensus of $2.26. Texas Instruments sees Q3 2022 revenue of $4.9-5.3 billion, versus the consensus of $4.97 billion.F45 Training Holdings Inc. (NYSE:FXLV) 50.4% LOWER; CEO to step down.Skechers USA (NYSE:SKX) 1.4% HIGHER; reported Q2 EPS of $0.58, $0.03 better than the analyst estimate of $0.55. Revenue for the quarter came in at $1.87 billion versus the consensus estimate of $1.79 billion. Skechers USA sees FY2022 EPS of $2.60-$2.70, versus the consensus of $2.89. Skechers USA sees FY2022 revenue of $7.2-7.4 billion, versus the consensus of $7.34 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909365412,"gmtCreate":1658812916536,"gmtModify":1676536212018,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good, hopefully the market will turn for the better!&nbsp;","listText":"good, hopefully the market will turn for the better!&nbsp;","text":"good, hopefully the market will turn for the better!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9909365412","repostId":"2254859844","repostType":4,"repost":{"id":"2254859844","pubTimestamp":1658803392,"share":"https://www.laohu8.com/m/news/2254859844?lang=&edition=full","pubTime":"2022-07-26 10:43","market":"us","language":"en","title":"Big Tech Earnings Are About to Determine the Direction of the Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2254859844","media":"MarketWatch","summary":"Earnings Watch: Amazon, Apple, Google, Facebook and Microsoft will all report in a crucial three-day","content":"<html><head></head><body><p>Earnings Watch: Amazon, Apple, Google, Facebook and Microsoft will all report in a crucial three-day stretch while making up nearly a quarter of the S&amp;P 500&#39;s market cap</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ea814dfb79ed4ec75b2c57fe2206e22\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p>Just five companies control nearly a quarter of the S&amp;P 500 index&#39;s market cap, and they will all report earnings this week that could determine the direction of the market for weeks or months to come.</p><p>As Big Tech -- Google parent Alphabet Inc. (GOOGL), Amazon.com Inc. (AMZN), Apple Inc. (AAPL), Facebook parent Meta Platforms Inc. (META) and Microsoft Corp. (MSFT)-- prepares to report, there are serious doubts about their near future for the first time. All five have signaled that they are cutting costs or plan to soon, as MarketWatch&#39;s Jon Swartz reported.</p><p>Amazon ripped off the Band-Aid three months ago, and it looks like some of its Big Tech cohorts may look to do the same in this earnings season. Apple has reportedly planned cost cuts for next year, while Microsoft is closing down open positions and making small layoffs. Meta Chief Executive Mark Zuckerberg told employees on the last day of the second quarter that they face one of the &#34;worst downturns that we&#39;ve seen in recent history,&#34; and Alphabet CEO Sundar Pichai warned employees of slowing hiring just a few days after the quarter close. Results last week from Snap Inc (SNAP) and Twitter Inc (TWTR) show concerns about the digital-advertising business are founded.</p><p>Even an early warning from Microsoft about its earnings and the knowledge that Amazon is already cutting costs may not be enough to truly prepare Wall Street for what may be coming. One area that could cause a major ripple is a slowdown in cloud-computing growth, as Therese Poletti opined, with one analyst telling her that &#34;people are going to freak out.&#34;</p><p>Any big moves for those five companies would have major ripple effects in the market. Collectively worth roughly $7.5 trillion despite the declines that have already struck this year, the five companies make up about 23% of the total market cap of the S&amp;P 500 index , according to the Dow Jones Market Data Group.</p><p>The group&#39;s earnings and revenue have buffeted the entire market in recent years, as the COVID-19 pandemic juiced their balance sheets. Collectively, the quintet produced profit surpassing $320 billion last year, with sales topping $1.4 trillion, which would rank 13th in gross domestic product as a nation, just behind Brazil and ahead of Australia, according to World Bank figures.</p><p>This year is going to be a tough comparison to that performance, especially after Amazon reported a loss of nearly $4 billion in the first quarter. And cost-cutting from those companies will have an effect on the larger tech economy. The true concern in Silicon Valley and Wall Street is that a domino effect happens -- Big Tech cuts costs, hurting smaller tech companies that rely on them, who in turn go under or at least cut back on costs such as cloud computing, cloud software, hardware and more, causing more pain throughout the industry.</p><p>Take, for example, Kornit Digital Ltd. (KRNT), which warned Wall Street earlier this month that it would miss revenue projections by more than 30%, with executives explaining that &#34;some of our customers are working through excess capacity built throughout the two-year pandemic period.&#34; Kornit&#39;s biggest customer for its print-on-demand clothing services and machinery: Amazon, which accounts for more than a quarter of the company&#39;s revenue. While the company did not detail any planned cost cuts in that announcement, executives could detail such plans when reporting full results in August.</p><p>Any clues of widespread cost cuts ahead will be included in forecasts instead of the actual numbers, and forecasts have been scary so far: Of 11 S&amp;P 500 companies to offer an earnings forecast so far this season, 10 have come in under expectations, FactSet Senior Earnings Analyst John Butters reported Friday. Apple has not been guiding during the pandemic and Google executives do not provide any type of financial forecast, so look instead for color about what is ahead for those companies.</p><p>Alphabet will report Tuesday afternoon, followed by Google and Microsoft on Wednesday and Apple and Amazon on Thursday. They will be the headliners of the busiest week of earnings season so far, though many more will join them.</p><p><b>This week in earnings</b></p><p>Roughly 35% of the S&amp;P 500, 175 companies, are expected to report in the week ahead, and 40% of the 30 Dow Jones Industrial Average  components are on the docket. In addition to Apple and Microsoft, Dow components reporting include Coca-Cola Co. (KO), 3M Co. (MMM), McDonald&#39;s Corp. (MCD) and Visa Inc. (V) on Tuesday; Boeing Co. (BA) on Wednesday; Honeywell Intl. Inc. (HON), Intel Corp. (INTC) and Merck &amp; Co. Inc. (MRK) on Thursday; and Chevron Corp. (CVX) and Procter &amp; Gamble Co. (PG) to wrap up the week on Friday.</p><p>In addition to Big Tech, here are some other reports and numbers that will matter to the market.</p><p><b>The numbers to watch</b></p><p><b>Oil company profits:</b> The fate of corporate profit margins, which hit a record high more than a point higher than seen before in 2021, rests with Big Oil. With Russian oil largely cut off during the Ukraine war, American oil giants are receiving windfall profits, which will be explained in detail Friday morning when Exxon Corp. (XOM) and Chevron both report. Exxon has already disclosed about $2.5 billion in additional earnings from the quarter, while analysts are expecting $10 billion in total quarterly profit from Chevron. And expectations are only rising -- Butters noted Friday that expectations for earnings in the energy sector have grown from growth of 219.8% to 265.3% since earnings season began, while revenue-growth expectations have increased to 55.9% from 44.7%.</p><p><b>Intel margins:</b> Intel Chief Executive Pat Gelsinger has decided to sacrifice the chip maker&#39;s margins somewhat as he attempts to build a more robust manufacturing regimen, but how much he is willing to cut is the big question on Wall Street. In addition to financial results, Intel may be celebrating a big win in Washington D.C. this week, as congress attempts to close out funding for U.S. chip manufacturing that Intel and Gelsinger have been pushing for in recent months.</p><p><b>The calls to put on your calendar</b></p><p><b>Visa and Mastercard</b>: Amid legitimate fears of a recession, American Express Co. (AXP) put some analysts&#39; minds at ease about consumer spending on Friday, with Chief Financial Officer Jeff Campbell telling MarketWatch that customers are showing &#34;no signs of any stress from a credit perspective.&#34; AmEx customers tend to be higher income, however, so when Visa reports Tuesday afternoon and Mastercard Inc. (MA $on Thursday morning, their executives should provide a fuller picture of consumer spending in the second quarter.</p><p><b>Shopify:</b> E-commerce has been on the downswing in year three of the COVID-19 pandemic, and while Amazon is the king of e-commerce, Shopify Inc. (SHOP.T) has its hands in many more pies as the backbone of most efforts outside of Amazon&#39;s gargantuan marketplace. Since detailing the decline in first-quarter earnings, Shopify has jumped on the stock-split train in order to keep its founder in control, so now that founder, CEO Tobi Lütke, will be looked to to calm investors who have sent shares down 73.4% so far this year.</p></body></html>","source":"lsy1603348471595","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>Big Tech Earnings Are About to Determine the Direction of the Market</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; 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}\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\">\nBig Tech Earnings Are About to Determine the Direction of the Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-26 10:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/big-tech-earnings-are-about-to-determine-the-direction-of-the-market-11658769593?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings Watch: Amazon, Apple, Google, Facebook and Microsoft will all report in a crucial three-day stretch while making up nearly a quarter of the S&P 500's market capMARKETWATCH PHOTO ILLUSTRATION/...</p>\n\n<a href=\"https://www.marketwatch.com/story/big-tech-earnings-are-about-to-determine-the-direction-of-the-market-11658769593?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软",".SPX":"S&P 500 Index","META":"Meta Platforms","V":"Visa","AMZN":"亚马逊","CVX":"雪佛龙","SHOP":"Shopify Inc","MA":"万事达","AAPL":"苹果",".DJI":"道琼斯","GOOGL":"谷歌A","XOM":"埃克森美孚",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/big-tech-earnings-are-about-to-determine-the-direction-of-the-market-11658769593?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254859844","content_text":"Earnings Watch: Amazon, Apple, Google, Facebook and Microsoft will all report in a crucial three-day stretch while making up nearly a quarter of the S&P 500's market capMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTOJust five companies control nearly a quarter of the S&P 500 index's market cap, and they will all report earnings this week that could determine the direction of the market for weeks or months to come.As Big Tech -- Google parent Alphabet Inc. (GOOGL), Amazon.com Inc. (AMZN), Apple Inc. (AAPL), Facebook parent Meta Platforms Inc. (META) and Microsoft Corp. (MSFT)-- prepares to report, there are serious doubts about their near future for the first time. All five have signaled that they are cutting costs or plan to soon, as MarketWatch's Jon Swartz reported.Amazon ripped off the Band-Aid three months ago, and it looks like some of its Big Tech cohorts may look to do the same in this earnings season. Apple has reportedly planned cost cuts for next year, while Microsoft is closing down open positions and making small layoffs. Meta Chief Executive Mark Zuckerberg told employees on the last day of the second quarter that they face one of the \"worst downturns that we've seen in recent history,\" and Alphabet CEO Sundar Pichai warned employees of slowing hiring just a few days after the quarter close. Results last week from Snap Inc (SNAP) and Twitter Inc (TWTR) show concerns about the digital-advertising business are founded.Even an early warning from Microsoft about its earnings and the knowledge that Amazon is already cutting costs may not be enough to truly prepare Wall Street for what may be coming. One area that could cause a major ripple is a slowdown in cloud-computing growth, as Therese Poletti opined, with one analyst telling her that \"people are going to freak out.\"Any big moves for those five companies would have major ripple effects in the market. Collectively worth roughly $7.5 trillion despite the declines that have already struck this year, the five companies make up about 23% of the total market cap of the S&P 500 index , according to the Dow Jones Market Data Group.The group's earnings and revenue have buffeted the entire market in recent years, as the COVID-19 pandemic juiced their balance sheets. Collectively, the quintet produced profit surpassing $320 billion last year, with sales topping $1.4 trillion, which would rank 13th in gross domestic product as a nation, just behind Brazil and ahead of Australia, according to World Bank figures.This year is going to be a tough comparison to that performance, especially after Amazon reported a loss of nearly $4 billion in the first quarter. And cost-cutting from those companies will have an effect on the larger tech economy. The true concern in Silicon Valley and Wall Street is that a domino effect happens -- Big Tech cuts costs, hurting smaller tech companies that rely on them, who in turn go under or at least cut back on costs such as cloud computing, cloud software, hardware and more, causing more pain throughout the industry.Take, for example, Kornit Digital Ltd. (KRNT), which warned Wall Street earlier this month that it would miss revenue projections by more than 30%, with executives explaining that \"some of our customers are working through excess capacity built throughout the two-year pandemic period.\" Kornit's biggest customer for its print-on-demand clothing services and machinery: Amazon, which accounts for more than a quarter of the company's revenue. While the company did not detail any planned cost cuts in that announcement, executives could detail such plans when reporting full results in August.Any clues of widespread cost cuts ahead will be included in forecasts instead of the actual numbers, and forecasts have been scary so far: Of 11 S&P 500 companies to offer an earnings forecast so far this season, 10 have come in under expectations, FactSet Senior Earnings Analyst John Butters reported Friday. Apple has not been guiding during the pandemic and Google executives do not provide any type of financial forecast, so look instead for color about what is ahead for those companies.Alphabet will report Tuesday afternoon, followed by Google and Microsoft on Wednesday and Apple and Amazon on Thursday. They will be the headliners of the busiest week of earnings season so far, though many more will join them.This week in earningsRoughly 35% of the S&P 500, 175 companies, are expected to report in the week ahead, and 40% of the 30 Dow Jones Industrial Average  components are on the docket. In addition to Apple and Microsoft, Dow components reporting include Coca-Cola Co. (KO), 3M Co. (MMM), McDonald's Corp. (MCD) and Visa Inc. (V) on Tuesday; Boeing Co. (BA) on Wednesday; Honeywell Intl. Inc. (HON), Intel Corp. (INTC) and Merck & Co. Inc. (MRK) on Thursday; and Chevron Corp. (CVX) and Procter & Gamble Co. (PG) to wrap up the week on Friday.In addition to Big Tech, here are some other reports and numbers that will matter to the market.The numbers to watchOil company profits: The fate of corporate profit margins, which hit a record high more than a point higher than seen before in 2021, rests with Big Oil. With Russian oil largely cut off during the Ukraine war, American oil giants are receiving windfall profits, which will be explained in detail Friday morning when Exxon Corp. (XOM) and Chevron both report. Exxon has already disclosed about $2.5 billion in additional earnings from the quarter, while analysts are expecting $10 billion in total quarterly profit from Chevron. And expectations are only rising -- Butters noted Friday that expectations for earnings in the energy sector have grown from growth of 219.8% to 265.3% since earnings season began, while revenue-growth expectations have increased to 55.9% from 44.7%.Intel margins: Intel Chief Executive Pat Gelsinger has decided to sacrifice the chip maker's margins somewhat as he attempts to build a more robust manufacturing regimen, but how much he is willing to cut is the big question on Wall Street. In addition to financial results, Intel may be celebrating a big win in Washington D.C. this week, as congress attempts to close out funding for U.S. chip manufacturing that Intel and Gelsinger have been pushing for in recent months.The calls to put on your calendarVisa and Mastercard: Amid legitimate fears of a recession, American Express Co. (AXP) put some analysts' minds at ease about consumer spending on Friday, with Chief Financial Officer Jeff Campbell telling MarketWatch that customers are showing \"no signs of any stress from a credit perspective.\" AmEx customers tend to be higher income, however, so when Visa reports Tuesday afternoon and Mastercard Inc. (MA $on Thursday morning, their executives should provide a fuller picture of consumer spending in the second quarter.Shopify: E-commerce has been on the downswing in year three of the COVID-19 pandemic, and while Amazon is the king of e-commerce, Shopify Inc. (SHOP.T) has its hands in many more pies as the backbone of most efforts outside of Amazon's gargantuan marketplace. Since detailing the decline in first-quarter earnings, Shopify has jumped on the stock-split train in order to keep its founder in control, so now that founder, CEO Tobi Lütke, will be looked to to calm investors who have sent shares down 73.4% so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900324358,"gmtCreate":1658644689674,"gmtModify":1676536186989,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900324358","repostId":"2253060728","repostType":4,"repost":{"id":"2253060728","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1658631601,"share":"https://www.laohu8.com/m/news/2253060728?lang=&edition=full","pubTime":"2022-07-24 11:00","market":"us","language":"en","title":"Amazon Is Ready To Rise Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2253060728","media":"Dow Jones","summary":"Amazon's recent struggles in e-commerce are masking its continued dominance in the cloud. For invest","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it&#39;s time to refocus. Amazon shares have never looked more attractive than they do right now.</p><p>Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon&#39;s worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon&#39;s streak may be coming to an end.</p><p>When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That&#39;s a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.</p><p>The company&#39;s longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon&#39;s profits, with the cost of deliveries and returns on the rise.</p><p>Amazon&#39;s profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.</p><p>And yet none of that should matter. Investors&#39; preoccupation with Amazon&#39;s retail operations overlooks the company&#39;s transformation. This year, the Amazon Web Services cloud business will be about 15% of the company&#39;s total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.</p><p>Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That&#39;s nearly four times the size of Twitter (TWTR) and Snap <a href=\"https://laohu8.com/S/SNAP\">$(SNAP)$</a> combined. And it&#39;s a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a>, Fox <a href=\"https://laohu8.com/S/FOXA\">$(FOXA)$</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> (PARA), and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> . There&#39;s also a growing logistics operation that increasingly rivals FedEx <a href=\"https://laohu8.com/S/FDX.AU\">$(FDX.AU)$</a> and United Parcel Service <a href=\"https://laohu8.com/S/UPS\">$(UPS)$</a>.</p><p>The challenge for investors is that the sprawling operation has made Amazon difficult to value. It&#39;s worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn&#39;t be brighter.</p><p>Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he&#39;s convinced that in the long run, &#34;no one is going to compete with Amazon&#34; in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company&#39;s current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.</p><p>Says Munster: &#34;It&#39;s hard not to like Amazon at this valuation.&#34;</p><p>To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth&#39;s best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon&#39;s dominant market position was clear evidence that U.S. antitrust laws weren&#39;t effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.</p><p>For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.</p><p>There&#39;s also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.</p><p>But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won&#39;t be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon&#39;s slice of the pie remains vast, at about 40%. There&#39;s still room for additional market share gains, too.</p><p>The company&#39;s advertising business, meanwhile, is on the rise. Given Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a> Facebook, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon&#39;s case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon&#39;s ad market is a gold mine.</p><p>And then there&#39;s Amazon Web Services, the company&#39;s mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon&#39;s operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon&#39;s operating income.</p><p>With revenue close to $82 billion, AWS is one of the world&#39;s largest software and services companies -- bigger than Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, or SAP <a href=\"https://laohu8.com/S/SAP\">$(SAP)$</a>, and more than twice the size of Salesforce <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a>, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It&#39;s no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)</p><p>One of Wall Street&#39;s favorite strategies for assessing corporate value is a &#34;sum of the parts&#34; approach: Make a list of what the company owns, put a value on each part, then add it all up.</p><p>For some of Amazon&#39;s businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure and Google Cloud -- are likewise buried inside large businesses. Amazon&#39;s ad business is valuable, but it&#39;s linked to the core e-commerce business and therefore defies an easy value.</p><p>Then there&#39;s Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company&#39;s financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.</p><p>In reporting this story, Barron&#39;s found at least four different attempts by Wall Street analysts to suss out the company&#39;s true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon&#39;s parts add up to a lot more than its current market value.</p><p>Let&#39;s start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon&#39;s value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon&#39;s current market value. That doesn&#39;t include e-commerce, which Martin&#39;s calculations currently ignore.</p><p>Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon&#39;s &#34;third-party retail&#34; services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for &#34;first party&#34; retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company&#39;s subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.</p><p>J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> trades at about one times GMV, while Amazon&#39;s retail business has &#34;meaningfully higher&#34; growth, meriting a higher multiple. For Anmuth, that&#39;s a total Amazon value of $2 trillion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Is Ready To Rise Again</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\">\nAmazon Is Ready To Rise Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-24 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it&#39;s time to refocus. Amazon shares have never looked more attractive than they do right now.</p><p>Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon&#39;s worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon&#39;s streak may be coming to an end.</p><p>When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That&#39;s a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.</p><p>The company&#39;s longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon&#39;s profits, with the cost of deliveries and returns on the rise.</p><p>Amazon&#39;s profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.</p><p>And yet none of that should matter. Investors&#39; preoccupation with Amazon&#39;s retail operations overlooks the company&#39;s transformation. This year, the Amazon Web Services cloud business will be about 15% of the company&#39;s total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.</p><p>Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That&#39;s nearly four times the size of Twitter (TWTR) and Snap <a href=\"https://laohu8.com/S/SNAP\">$(SNAP)$</a> combined. And it&#39;s a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a>, Fox <a href=\"https://laohu8.com/S/FOXA\">$(FOXA)$</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> (PARA), and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> . There&#39;s also a growing logistics operation that increasingly rivals FedEx <a href=\"https://laohu8.com/S/FDX.AU\">$(FDX.AU)$</a> and United Parcel Service <a href=\"https://laohu8.com/S/UPS\">$(UPS)$</a>.</p><p>The challenge for investors is that the sprawling operation has made Amazon difficult to value. It&#39;s worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn&#39;t be brighter.</p><p>Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he&#39;s convinced that in the long run, &#34;no one is going to compete with Amazon&#34; in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company&#39;s current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.</p><p>Says Munster: &#34;It&#39;s hard not to like Amazon at this valuation.&#34;</p><p>To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth&#39;s best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon&#39;s dominant market position was clear evidence that U.S. antitrust laws weren&#39;t effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.</p><p>For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.</p><p>There&#39;s also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.</p><p>But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won&#39;t be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon&#39;s slice of the pie remains vast, at about 40%. There&#39;s still room for additional market share gains, too.</p><p>The company&#39;s advertising business, meanwhile, is on the rise. Given Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a> Facebook, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon&#39;s case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon&#39;s ad market is a gold mine.</p><p>And then there&#39;s Amazon Web Services, the company&#39;s mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon&#39;s operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon&#39;s operating income.</p><p>With revenue close to $82 billion, AWS is one of the world&#39;s largest software and services companies -- bigger than Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, or SAP <a href=\"https://laohu8.com/S/SAP\">$(SAP)$</a>, and more than twice the size of Salesforce <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a>, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It&#39;s no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)</p><p>One of Wall Street&#39;s favorite strategies for assessing corporate value is a &#34;sum of the parts&#34; approach: Make a list of what the company owns, put a value on each part, then add it all up.</p><p>For some of Amazon&#39;s businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure and Google Cloud -- are likewise buried inside large businesses. Amazon&#39;s ad business is valuable, but it&#39;s linked to the core e-commerce business and therefore defies an easy value.</p><p>Then there&#39;s Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company&#39;s financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.</p><p>In reporting this story, Barron&#39;s found at least four different attempts by Wall Street analysts to suss out the company&#39;s true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon&#39;s parts add up to a lot more than its current market value.</p><p>Let&#39;s start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon&#39;s value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon&#39;s current market value. That doesn&#39;t include e-commerce, which Martin&#39;s calculations currently ignore.</p><p>Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon&#39;s &#34;third-party retail&#34; services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for &#34;first party&#34; retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company&#39;s subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.</p><p>J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> trades at about one times GMV, while Amazon&#39;s retail business has &#34;meaningfully higher&#34; growth, meriting a higher multiple. For Anmuth, that&#39;s a total Amazon value of $2 trillion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253060728","content_text":"Amazon's recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it's time to refocus. Amazon shares have never looked more attractive than they do right now.Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon's worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon's streak may be coming to an end.When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That's a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.The company's longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon's profits, with the cost of deliveries and returns on the rise.Amazon's profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.And yet none of that should matter. Investors' preoccupation with Amazon's retail operations overlooks the company's transformation. This year, the Amazon Web Services cloud business will be about 15% of the company's total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That's nearly four times the size of Twitter (TWTR) and Snap $(SNAP)$ combined. And it's a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast $(CMCSA)$, Fox $(FOXA)$, Paramount Global (PARA), and Walt Disney $(DIS)$ . There's also a growing logistics operation that increasingly rivals FedEx $(FDX.AU)$ and United Parcel Service $(UPS)$.The challenge for investors is that the sprawling operation has made Amazon difficult to value. It's worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn't be brighter.Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he's convinced that in the long run, \"no one is going to compete with Amazon\" in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company's current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.Says Munster: \"It's hard not to like Amazon at this valuation.\"To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth's best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon's dominant market position was clear evidence that U.S. antitrust laws weren't effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.There's also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won't be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon's slice of the pie remains vast, at about 40%. There's still room for additional market share gains, too.The company's advertising business, meanwhile, is on the rise. Given Apple's $(AAPL)$ tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond Meta Platforms' $(META.UK)$ Facebook, Alphabet's $(GOOGL)$ YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon's case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon's ad market is a gold mine.And then there's Amazon Web Services, the company's mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon's operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon's operating income.With revenue close to $82 billion, AWS is one of the world's largest software and services companies -- bigger than Oracle $(ORCL)$, IBM $(IBM)$, or SAP $(SAP)$, and more than twice the size of Salesforce $(CRM.AU)$, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It's no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)One of Wall Street's favorite strategies for assessing corporate value is a \"sum of the parts\" approach: Make a list of what the company owns, put a value on each part, then add it all up.For some of Amazon's businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft $(MSFT)$ Azure and Google Cloud -- are likewise buried inside large businesses. Amazon's ad business is valuable, but it's linked to the core e-commerce business and therefore defies an easy value.Then there's Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company's financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.In reporting this story, Barron's found at least four different attempts by Wall Street analysts to suss out the company's true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon's parts add up to a lot more than its current market value.Let's start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon's value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon's current market value. That doesn't include e-commerce, which Martin's calculations currently ignore.Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon's \"third-party retail\" services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for \"first party\" retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company's subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart $(WMT)$ trades at about one times GMV, while Amazon's retail business has \"meaningfully higher\" growth, meriting a higher multiple. For Anmuth, that's a total Amazon value of $2 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900325609,"gmtCreate":1658644425601,"gmtModify":1676536186973,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for the insights!&nbsp;","listText":"Thanks for the insights!&nbsp;","text":"Thanks for the insights!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900325609","repostId":"2253111140","repostType":2,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074393454,"gmtCreate":1658290811378,"gmtModify":1676536136205,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow what a turn after earnings 👌🏻","listText":"Wow what a turn after earnings 👌🏻","text":"Wow what a turn after earnings 👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074393454","repostId":"2252279544","repostType":4,"repost":{"id":"2252279544","pubTimestamp":1658272609,"share":"https://www.laohu8.com/m/news/2252279544?lang=&edition=full","pubTime":"2022-07-20 07:16","market":"us","language":"en","title":"Netflix Shares Jump 7% as Q2 Subscriber Losses Less than Expected, Sees Return to Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=2252279544","media":"StreetInsider","summary":"Netflix (NASDAQ: NFLX) shares were trading more than 7% higher after-hours Tuesday following the str","content":"<html><head></head><body><p>Netflix (NASDAQ: NFLX) shares were trading more than 7% higher after-hours Tuesday following the streaming giant&#39;s second-quarter results, which showed fewer than expected subscriber losses in the quarter and calls for a return to subscriber gains in the current quarter.</p><p>The company reported EPS of $3.20, versus the consensus estimate of $2.96. Revenue grew 9% year-over-year (or 13% at constant currency) to $7.97 billion, slightly below the consensus estimate of $8.03 billion.</p><p>Revenue growth was driven by a 6% increase in average paid memberships and a 2% increase in ARM (Average Revenue per Membership). Global streaming paid net additions in Q2 were -970,000, compared to the expected loss of 2 million.</p><p>The company provided its Q3 outlook, expecting revenue of $7.84 billion, compared to the consensus of $8.08 billion, and EPS of $2.14, compared to the consensus of $2.77.</p><p>The company estimates 1 million global streaming paid net additions in Q3.</p></body></html>","source":"highlight_streetinsider","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>Netflix Shares Jump 7% as Q2 Subscriber Losses Less than Expected, Sees Return to Gains</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\">\nNetflix Shares Jump 7% as Q2 Subscriber Losses Less than Expected, Sees Return to Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-20 07:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20342688><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix (NASDAQ: NFLX) shares were trading more than 7% higher after-hours Tuesday following the streaming giant's second-quarter results, which showed fewer than expected subscriber losses in the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20342688\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20342688","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252279544","content_text":"Netflix (NASDAQ: NFLX) shares were trading more than 7% higher after-hours Tuesday following the streaming giant's second-quarter results, which showed fewer than expected subscriber losses in the quarter and calls for a return to subscriber gains in the current quarter.The company reported EPS of $3.20, versus the consensus estimate of $2.96. Revenue grew 9% year-over-year (or 13% at constant currency) to $7.97 billion, slightly below the consensus estimate of $8.03 billion.Revenue growth was driven by a 6% increase in average paid memberships and a 2% increase in ARM (Average Revenue per Membership). Global streaming paid net additions in Q2 were -970,000, compared to the expected loss of 2 million.The company provided its Q3 outlook, expecting revenue of $7.84 billion, compared to the consensus of $8.08 billion, and EPS of $2.14, compared to the consensus of $2.77.The company estimates 1 million global streaming paid net additions in Q3.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075854603,"gmtCreate":1658188259102,"gmtModify":1676536118058,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"A great change of sentiment from beginning to end!&nbsp;","listText":"A great change of sentiment from beginning to end!&nbsp;","text":"A great change of sentiment from beginning to end!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075854603","repostId":"2252265107","repostType":2,"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072530466,"gmtCreate":1658057666555,"gmtModify":1676536099463,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Is it liquid enough for trading purpose?&nbsp;","listText":"Is it liquid enough for trading purpose?&nbsp;","text":"Is it liquid enough for trading purpose?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072530466","repostId":"2251177266","repostType":2,"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9949637356,"gmtCreate":1678581752475,"gmtModify":1678581756209,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for insights&nbsp;","listText":"Thanks for insights&nbsp;","text":"Thanks for insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949637356","repostId":"2318767148","repostType":2,"repost":{"id":"2318767148","pubTimestamp":1678578282,"share":"https://www.laohu8.com/m/news/2318767148?lang=&edition=full","pubTime":"2023-03-12 07:44","market":"us","language":"en","title":"Nasdaq Bear Market: 5 Stunning Growth Stocks You'll Regret Not Buying on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2318767148","media":"Motley Fool","summary":"A 33% plunge in the previously high-flying Nasdaq Composite is the perfect time for growth investors to pounce on some amazing deals.","content":"<html><head></head><body><p>While I hate being the bearer of bad news, stock market corrections are a perfectly normal part of the investing cycle. Since the beginning of 1950, the benchmark <b>S&amp;P 500</b> has undergone 39 separate double-digit percentage corrections, according to data from sell-side consultancy firm Yardeni Research. In other words, the drubbing Wall Street took in 2022 is par for the course when investing for the long run.</p><p>When the major indexes crossed the finish line last year, it was the growth-focused Nasdaq Composite that was hit hardest. The Nasdaq, which led the broader market to new highs in 2021, shed 33% of its value in 2022 and continues to stew in a bear market.</p><p>But there&#39;s a silver lining in this bad news. Though we&#39;ll never be able to forecast exactly when a bear market will occur or how steep the decline will be, we do know that every previous bear market in the major U.S. stock indexes (including the Nasdaq) was eventually whisked away by a bull market. It effectively means that every bear market is the ideal time to put your money to work.</p><p>It&#39;s an especially lucrative time to go shopping for growth stocks. What follows are five stunning growth stocks you&#39;ll regret not buying on the Nasdaq bear market dip.</p><h2><a href=\"https://laohu8.com/S/NIO\">Nio</a></h2><p>The first phenomenal growth stock just begging to be bought during the bear market decline is China-based electric vehicle (EV) manufacturer <b>Nio</b>. Although supply chain issues continue to weigh on Nio&#39;s production expansion efforts, a number of headwinds have been safely put in the back seat.</p><p>For the past couple of years, China stocks carried extra investment risk due to the country&#39;s zero-COVID strategy, as well as the possible delisting of China stocks by U.S. regulators. However, China has abandoned its zero-COVID strategy and reopened its economy. What&#39;s more, regulators gained hold of three years&#39; worth of financial audits for Chinese firms, which removes the fear of delisting. In short, Nio is considerably de-risked from where things stood four months ago.</p><p>But what&#39;s really been impressive about this company is its various forms of innovation. Nio has been introducing at least one new EV each year and has seen sales of its ET7 and ET5 sedans take off since hitting showrooms last year. With the exception of January, when production was constrained by factory closures as a result of the Chinese New Year, Nio has delivered in excess of 10,000 EVs every month since June 2022, with its sedans regularly accounting for more than half of those deliveries.</p><p>Nio&#39;s out-of-the-box innovation is on display as well. In August 2020, the company announced the rollout of its battery-as-a-service (BaaS) subscription. BaaS allows its EV buyers to charge, swap, and upgrade batteries at more than 1,300 power swap stations and more than 1,200 power charger stations. In exchange for a reduced EV purchase price, Nio nets high-margin, recurring subscription revenue from buyers via BaaS and keeps buyers loyal to the brand.</p><p><img src=\"https://static.tigerbbs.com/fa1aca6003962c19490e94b36badd6d8\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Walt Disney.</p><h2><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></h2><p>A third stunning growth stock you&#39;ll regret not adding during the Nasdaq bear market drop is the popular &#34;House of Mouse,&#34; <b>Walt Disney</b>. Though Walt Disney is a mature business, it&#39;s expected to sustain a double-digit earnings growth rate for the next half-decade. That absolutely makes it a growth stock.</p><p>The biggest competitive edge that Disney offers is that its business can&#39;t be duplicated. While there are other theme parks consumers can visit and other movies on the big screen, Disney&#39;s characters and stories, along with the emotion, engagement, and imagination they evoke in consumers, can&#39;t be duplicated by any other company.</p><p>As I&#39;ve previously suggested, the value of this irreplaceability can be seen in Walt Disney&#39;s pricing power. Since Disneyland opened its doors in Southern California in 1955, admission prices have risen by 10,300%. By comparison, the U.S. inflation rate has jumped a little over 1,000% over the same time span.  Disney has also been able to raise prices on its ad-free streaming service, Disney+, while losing only a small fraction of its subscribers.</p><p>The next step in Walt Disney&#39;s evolution is turning its money-losing streaming segment into a profit machine. Newly reappointed CEO Bob Iger increased monthly subscription prices and is targeting profitability for this segment toward the end of fiscal 2024. Once streaming becomes cash-flow positive, I&#39;d be surprised to see Disney stock anywhere near $100 per share.</p><h2><a href=\"https://laohu8.com/S/IIPR\">Innovative Industrial Properties</a></h2><p>The fourth magnificent growth stock that you&#39;ll regret not scooping up during the Nasdaq&#39;s bear market swoon is marijuana-focused real estate investment trust (REIT) Innovative Industrial Properties. In spite of rent-collection speed bumps in recent months, IIP, as Innovative Industrial Properties is known, can show patient investors the green.</p><p>The prevailing concern with IIP is that its on-time rental collection rate has dropped from 100% to 92% as of the end of February 2023. But it&#39;s important to understand that all REITs eventually deal with delinquencies. It&#39;s how companies handle their delinquencies that matters. IIP&#39;s fourth-quarter report and year-to-date update shows it&#39;s working through these delinquencies and should be able to sustain these revenue streams or outright sell these properties for cash.</p><p>Another key point with Innovative Industrial Properties is that 100% of its properties are triple-net leased (also known as &#34;NNN leased&#34;). NNN-leased properties require the tenant to cover all expenses, including utilities, maintenance, and even property tax and insurance. While NNN leases reduce the rental income IIP can expect to receive, it also removes any chance of surprise expenses or inflation hurting the company.</p><p>Lastly, Innovative Industrial Properties might be one of the few pot stocks benefiting from weed remaining illegal at the federal level. Since most cannabis companies have limited access to basic financial services, IIP has been able to work out sale-leaseback agreements that benefit both parties. Cultivators and processors get cash they sorely need from IIP, and IIP lands long-term tenants through this program.</p><h2><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>A fifth stunning growth stock that you&#39;ll regret not buying during the Nasdaq bear market dip is <b>Alphabet</b> (GOOGL) (GOOG), the parent company of internet search engine Google, autonomous vehicle company Waymo, and streaming platform YouTube.</p><p>At the moment, advertising weakness is Alphabet&#39;s biggest headwind. When the probability of a recession materializing rises, advertisers pull back on their spending. But this is also a two-sided coin. Even though recessions are inevitable, they&#39;re typically short-lived. Buying ad-driven stocks during these short swoons often allows investors to take advantage of long-winded economic expansions.</p><p>Alphabet&#39;s competitive advantage isn&#39;t going away anytime soon, either. Since December 2018, data from GlobalStats shows that Google has accounted for roughly 91% to 93% of global internet search share. Having a 90-percentage-point lead over its next-closest competitor allows Google to command significant pricing power for ad placement.</p><p>Alphabet&#39;s ancillary operating segments provide plenty of promise, too. YouTube is the second most visited social platform in the world, with Shorts getting more than 50 billion daily views. Meanwhile, Google Cloud has worked its way up to a 10% share of global cloud infrastructure-service spending.</p><p>Based on both forward-year earnings and future cash flow, Alphabet is cheaper now than at any point since it became a publicly traded company.</p><h2><a href=\"https://laohu8.com/S/EXEL\">Exelixis</a></h2><p>The second amazing growth stock you&#39;ll be kicking yourself for not buying during the Nasdaq bear market dip is biotech stock Exelixis. Despite occasional clinical trial failures, cancer-drug developer Exelixis is well positioned to grow by double digits.</p><p>A little over a week ago, Exelixis announced that a late-stage study involving its blockbuster drug Cabometyx in combination with <b>Roche</b>&#39;s Tecentriq failed to meet its primary endpoint of a statistically significant improvement in progression-free survival in a trial for patients with previously treated advanced kidney cancer.  But failures happen. It&#39;s part of being a drug developer.</p><p>What&#39;s far more important is that Exelixis has around six dozen clinical trials ongoing involving Cabometyx as a monotherapy or combination treatment for a variety of cancer types. It only takes a handful of success stories to significantly expand Cabometyx&#39;s sales and pricing power. We&#39;ve already witnessed one of these studies finding the mark, which led to Exelixis and <b>Bristol Myers Squibb</b> gaining first-line approval for their combination treatment for renal cell carcinoma.</p><p>Furthermore, Exelixis has the cash to fund ongoing internal development, collaborations, and possibly even acquisitions. The company closed out 2022 with approximately $1.31 billion in cash, cash equivalents, and short-term investments, and had another $756.7 million in long-term investments.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Bear Market: 5 Stunning Growth Stocks You'll Regret Not Buying on the Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq Bear Market: 5 Stunning Growth Stocks You'll Regret Not Buying on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-12 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/11/nasdaq-bear-market-5-growth-stocks-regret-not-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While I hate being the bearer of bad news, stock market corrections are a perfectly normal part of the investing cycle. Since the beginning of 1950, the benchmark S&P 500 has undergone 39 separate ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/11/nasdaq-bear-market-5-growth-stocks-regret-not-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IIPR":"Innovative Industrial Properties Inc","DIS":"迪士尼","EXEL":"伊克力西斯","GOOGL":"谷歌A","NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2023/03/11/nasdaq-bear-market-5-growth-stocks-regret-not-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318767148","content_text":"While I hate being the bearer of bad news, stock market corrections are a perfectly normal part of the investing cycle. Since the beginning of 1950, the benchmark S&P 500 has undergone 39 separate double-digit percentage corrections, according to data from sell-side consultancy firm Yardeni Research. In other words, the drubbing Wall Street took in 2022 is par for the course when investing for the long run.When the major indexes crossed the finish line last year, it was the growth-focused Nasdaq Composite that was hit hardest. The Nasdaq, which led the broader market to new highs in 2021, shed 33% of its value in 2022 and continues to stew in a bear market.But there's a silver lining in this bad news. Though we'll never be able to forecast exactly when a bear market will occur or how steep the decline will be, we do know that every previous bear market in the major U.S. stock indexes (including the Nasdaq) was eventually whisked away by a bull market. It effectively means that every bear market is the ideal time to put your money to work.It's an especially lucrative time to go shopping for growth stocks. What follows are five stunning growth stocks you'll regret not buying on the Nasdaq bear market dip.NioThe first phenomenal growth stock just begging to be bought during the bear market decline is China-based electric vehicle (EV) manufacturer Nio. Although supply chain issues continue to weigh on Nio's production expansion efforts, a number of headwinds have been safely put in the back seat.For the past couple of years, China stocks carried extra investment risk due to the country's zero-COVID strategy, as well as the possible delisting of China stocks by U.S. regulators. However, China has abandoned its zero-COVID strategy and reopened its economy. What's more, regulators gained hold of three years' worth of financial audits for Chinese firms, which removes the fear of delisting. In short, Nio is considerably de-risked from where things stood four months ago.But what's really been impressive about this company is its various forms of innovation. Nio has been introducing at least one new EV each year and has seen sales of its ET7 and ET5 sedans take off since hitting showrooms last year. With the exception of January, when production was constrained by factory closures as a result of the Chinese New Year, Nio has delivered in excess of 10,000 EVs every month since June 2022, with its sedans regularly accounting for more than half of those deliveries.Nio's out-of-the-box innovation is on display as well. In August 2020, the company announced the rollout of its battery-as-a-service (BaaS) subscription. BaaS allows its EV buyers to charge, swap, and upgrade batteries at more than 1,300 power swap stations and more than 1,200 power charger stations. In exchange for a reduced EV purchase price, Nio nets high-margin, recurring subscription revenue from buyers via BaaS and keeps buyers loyal to the brand.Image source: Walt Disney.Walt DisneyA third stunning growth stock you'll regret not adding during the Nasdaq bear market drop is the popular \"House of Mouse,\" Walt Disney. Though Walt Disney is a mature business, it's expected to sustain a double-digit earnings growth rate for the next half-decade. That absolutely makes it a growth stock.The biggest competitive edge that Disney offers is that its business can't be duplicated. While there are other theme parks consumers can visit and other movies on the big screen, Disney's characters and stories, along with the emotion, engagement, and imagination they evoke in consumers, can't be duplicated by any other company.As I've previously suggested, the value of this irreplaceability can be seen in Walt Disney's pricing power. Since Disneyland opened its doors in Southern California in 1955, admission prices have risen by 10,300%. By comparison, the U.S. inflation rate has jumped a little over 1,000% over the same time span.  Disney has also been able to raise prices on its ad-free streaming service, Disney+, while losing only a small fraction of its subscribers.The next step in Walt Disney's evolution is turning its money-losing streaming segment into a profit machine. Newly reappointed CEO Bob Iger increased monthly subscription prices and is targeting profitability for this segment toward the end of fiscal 2024. Once streaming becomes cash-flow positive, I'd be surprised to see Disney stock anywhere near $100 per share.Innovative Industrial PropertiesThe fourth magnificent growth stock that you'll regret not scooping up during the Nasdaq's bear market swoon is marijuana-focused real estate investment trust (REIT) Innovative Industrial Properties. In spite of rent-collection speed bumps in recent months, IIP, as Innovative Industrial Properties is known, can show patient investors the green.The prevailing concern with IIP is that its on-time rental collection rate has dropped from 100% to 92% as of the end of February 2023. But it's important to understand that all REITs eventually deal with delinquencies. It's how companies handle their delinquencies that matters. IIP's fourth-quarter report and year-to-date update shows it's working through these delinquencies and should be able to sustain these revenue streams or outright sell these properties for cash.Another key point with Innovative Industrial Properties is that 100% of its properties are triple-net leased (also known as \"NNN leased\"). NNN-leased properties require the tenant to cover all expenses, including utilities, maintenance, and even property tax and insurance. While NNN leases reduce the rental income IIP can expect to receive, it also removes any chance of surprise expenses or inflation hurting the company.Lastly, Innovative Industrial Properties might be one of the few pot stocks benefiting from weed remaining illegal at the federal level. Since most cannabis companies have limited access to basic financial services, IIP has been able to work out sale-leaseback agreements that benefit both parties. Cultivators and processors get cash they sorely need from IIP, and IIP lands long-term tenants through this program.AlphabetA fifth stunning growth stock that you'll regret not buying during the Nasdaq bear market dip is Alphabet (GOOGL) (GOOG), the parent company of internet search engine Google, autonomous vehicle company Waymo, and streaming platform YouTube.At the moment, advertising weakness is Alphabet's biggest headwind. When the probability of a recession materializing rises, advertisers pull back on their spending. But this is also a two-sided coin. Even though recessions are inevitable, they're typically short-lived. Buying ad-driven stocks during these short swoons often allows investors to take advantage of long-winded economic expansions.Alphabet's competitive advantage isn't going away anytime soon, either. Since December 2018, data from GlobalStats shows that Google has accounted for roughly 91% to 93% of global internet search share. Having a 90-percentage-point lead over its next-closest competitor allows Google to command significant pricing power for ad placement.Alphabet's ancillary operating segments provide plenty of promise, too. YouTube is the second most visited social platform in the world, with Shorts getting more than 50 billion daily views. Meanwhile, Google Cloud has worked its way up to a 10% share of global cloud infrastructure-service spending.Based on both forward-year earnings and future cash flow, Alphabet is cheaper now than at any point since it became a publicly traded company.ExelixisThe second amazing growth stock you'll be kicking yourself for not buying during the Nasdaq bear market dip is biotech stock Exelixis. Despite occasional clinical trial failures, cancer-drug developer Exelixis is well positioned to grow by double digits.A little over a week ago, Exelixis announced that a late-stage study involving its blockbuster drug Cabometyx in combination with Roche's Tecentriq failed to meet its primary endpoint of a statistically significant improvement in progression-free survival in a trial for patients with previously treated advanced kidney cancer.  But failures happen. It's part of being a drug developer.What's far more important is that Exelixis has around six dozen clinical trials ongoing involving Cabometyx as a monotherapy or combination treatment for a variety of cancer types. It only takes a handful of success stories to significantly expand Cabometyx's sales and pricing power. We've already witnessed one of these studies finding the mark, which led to Exelixis and Bristol Myers Squibb gaining first-line approval for their combination treatment for renal cell carcinoma.Furthermore, Exelixis has the cash to fund ongoing internal development, collaborations, and possibly even acquisitions. The company closed out 2022 with approximately $1.31 billion in cash, cash equivalents, and short-term investments, and had another $756.7 million in long-term investments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909365412,"gmtCreate":1658812916536,"gmtModify":1676536212018,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good, hopefully the market will turn for the better!&nbsp;","listText":"good, hopefully the market will turn for the better!&nbsp;","text":"good, hopefully the market will turn for the better!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9909365412","repostId":"2254859844","repostType":4,"repost":{"id":"2254859844","pubTimestamp":1658803392,"share":"https://www.laohu8.com/m/news/2254859844?lang=&edition=full","pubTime":"2022-07-26 10:43","market":"us","language":"en","title":"Big Tech Earnings Are About to Determine the Direction of the Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2254859844","media":"MarketWatch","summary":"Earnings Watch: Amazon, Apple, Google, Facebook and Microsoft will all report in a crucial three-day","content":"<html><head></head><body><p>Earnings Watch: Amazon, Apple, Google, Facebook and Microsoft will all report in a crucial three-day stretch while making up nearly a quarter of the S&amp;P 500&#39;s market cap</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ea814dfb79ed4ec75b2c57fe2206e22\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>MARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTO</span></p><p>Just five companies control nearly a quarter of the S&amp;P 500 index&#39;s market cap, and they will all report earnings this week that could determine the direction of the market for weeks or months to come.</p><p>As Big Tech -- Google parent Alphabet Inc. (GOOGL), Amazon.com Inc. (AMZN), Apple Inc. (AAPL), Facebook parent Meta Platforms Inc. (META) and Microsoft Corp. (MSFT)-- prepares to report, there are serious doubts about their near future for the first time. All five have signaled that they are cutting costs or plan to soon, as MarketWatch&#39;s Jon Swartz reported.</p><p>Amazon ripped off the Band-Aid three months ago, and it looks like some of its Big Tech cohorts may look to do the same in this earnings season. Apple has reportedly planned cost cuts for next year, while Microsoft is closing down open positions and making small layoffs. Meta Chief Executive Mark Zuckerberg told employees on the last day of the second quarter that they face one of the &#34;worst downturns that we&#39;ve seen in recent history,&#34; and Alphabet CEO Sundar Pichai warned employees of slowing hiring just a few days after the quarter close. Results last week from Snap Inc (SNAP) and Twitter Inc (TWTR) show concerns about the digital-advertising business are founded.</p><p>Even an early warning from Microsoft about its earnings and the knowledge that Amazon is already cutting costs may not be enough to truly prepare Wall Street for what may be coming. One area that could cause a major ripple is a slowdown in cloud-computing growth, as Therese Poletti opined, with one analyst telling her that &#34;people are going to freak out.&#34;</p><p>Any big moves for those five companies would have major ripple effects in the market. Collectively worth roughly $7.5 trillion despite the declines that have already struck this year, the five companies make up about 23% of the total market cap of the S&amp;P 500 index , according to the Dow Jones Market Data Group.</p><p>The group&#39;s earnings and revenue have buffeted the entire market in recent years, as the COVID-19 pandemic juiced their balance sheets. Collectively, the quintet produced profit surpassing $320 billion last year, with sales topping $1.4 trillion, which would rank 13th in gross domestic product as a nation, just behind Brazil and ahead of Australia, according to World Bank figures.</p><p>This year is going to be a tough comparison to that performance, especially after Amazon reported a loss of nearly $4 billion in the first quarter. And cost-cutting from those companies will have an effect on the larger tech economy. The true concern in Silicon Valley and Wall Street is that a domino effect happens -- Big Tech cuts costs, hurting smaller tech companies that rely on them, who in turn go under or at least cut back on costs such as cloud computing, cloud software, hardware and more, causing more pain throughout the industry.</p><p>Take, for example, Kornit Digital Ltd. (KRNT), which warned Wall Street earlier this month that it would miss revenue projections by more than 30%, with executives explaining that &#34;some of our customers are working through excess capacity built throughout the two-year pandemic period.&#34; Kornit&#39;s biggest customer for its print-on-demand clothing services and machinery: Amazon, which accounts for more than a quarter of the company&#39;s revenue. While the company did not detail any planned cost cuts in that announcement, executives could detail such plans when reporting full results in August.</p><p>Any clues of widespread cost cuts ahead will be included in forecasts instead of the actual numbers, and forecasts have been scary so far: Of 11 S&amp;P 500 companies to offer an earnings forecast so far this season, 10 have come in under expectations, FactSet Senior Earnings Analyst John Butters reported Friday. Apple has not been guiding during the pandemic and Google executives do not provide any type of financial forecast, so look instead for color about what is ahead for those companies.</p><p>Alphabet will report Tuesday afternoon, followed by Google and Microsoft on Wednesday and Apple and Amazon on Thursday. They will be the headliners of the busiest week of earnings season so far, though many more will join them.</p><p><b>This week in earnings</b></p><p>Roughly 35% of the S&amp;P 500, 175 companies, are expected to report in the week ahead, and 40% of the 30 Dow Jones Industrial Average  components are on the docket. In addition to Apple and Microsoft, Dow components reporting include Coca-Cola Co. (KO), 3M Co. (MMM), McDonald&#39;s Corp. (MCD) and Visa Inc. (V) on Tuesday; Boeing Co. (BA) on Wednesday; Honeywell Intl. Inc. (HON), Intel Corp. (INTC) and Merck &amp; Co. Inc. (MRK) on Thursday; and Chevron Corp. (CVX) and Procter &amp; Gamble Co. (PG) to wrap up the week on Friday.</p><p>In addition to Big Tech, here are some other reports and numbers that will matter to the market.</p><p><b>The numbers to watch</b></p><p><b>Oil company profits:</b> The fate of corporate profit margins, which hit a record high more than a point higher than seen before in 2021, rests with Big Oil. With Russian oil largely cut off during the Ukraine war, American oil giants are receiving windfall profits, which will be explained in detail Friday morning when Exxon Corp. (XOM) and Chevron both report. Exxon has already disclosed about $2.5 billion in additional earnings from the quarter, while analysts are expecting $10 billion in total quarterly profit from Chevron. And expectations are only rising -- Butters noted Friday that expectations for earnings in the energy sector have grown from growth of 219.8% to 265.3% since earnings season began, while revenue-growth expectations have increased to 55.9% from 44.7%.</p><p><b>Intel margins:</b> Intel Chief Executive Pat Gelsinger has decided to sacrifice the chip maker&#39;s margins somewhat as he attempts to build a more robust manufacturing regimen, but how much he is willing to cut is the big question on Wall Street. In addition to financial results, Intel may be celebrating a big win in Washington D.C. this week, as congress attempts to close out funding for U.S. chip manufacturing that Intel and Gelsinger have been pushing for in recent months.</p><p><b>The calls to put on your calendar</b></p><p><b>Visa and Mastercard</b>: Amid legitimate fears of a recession, American Express Co. (AXP) put some analysts&#39; minds at ease about consumer spending on Friday, with Chief Financial Officer Jeff Campbell telling MarketWatch that customers are showing &#34;no signs of any stress from a credit perspective.&#34; AmEx customers tend to be higher income, however, so when Visa reports Tuesday afternoon and Mastercard Inc. (MA $on Thursday morning, their executives should provide a fuller picture of consumer spending in the second quarter.</p><p><b>Shopify:</b> E-commerce has been on the downswing in year three of the COVID-19 pandemic, and while Amazon is the king of e-commerce, Shopify Inc. (SHOP.T) has its hands in many more pies as the backbone of most efforts outside of Amazon&#39;s gargantuan marketplace. Since detailing the decline in first-quarter earnings, Shopify has jumped on the stock-split train in order to keep its founder in control, so now that founder, CEO Tobi Lütke, will be looked to to calm investors who have sent shares down 73.4% so far this year.</p></body></html>","source":"lsy1603348471595","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>Big Tech Earnings Are About to Determine the Direction of the Market</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; 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}\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\">\nBig Tech Earnings Are About to Determine the Direction of the Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-26 10:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/big-tech-earnings-are-about-to-determine-the-direction-of-the-market-11658769593?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings Watch: Amazon, Apple, Google, Facebook and Microsoft will all report in a crucial three-day stretch while making up nearly a quarter of the S&P 500's market capMARKETWATCH PHOTO ILLUSTRATION/...</p>\n\n<a href=\"https://www.marketwatch.com/story/big-tech-earnings-are-about-to-determine-the-direction-of-the-market-11658769593?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软",".SPX":"S&P 500 Index","META":"Meta Platforms","V":"Visa","AMZN":"亚马逊","CVX":"雪佛龙","SHOP":"Shopify Inc","MA":"万事达","AAPL":"苹果",".DJI":"道琼斯","GOOGL":"谷歌A","XOM":"埃克森美孚",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/big-tech-earnings-are-about-to-determine-the-direction-of-the-market-11658769593?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254859844","content_text":"Earnings Watch: Amazon, Apple, Google, Facebook and Microsoft will all report in a crucial three-day stretch while making up nearly a quarter of the S&P 500's market capMARKETWATCH PHOTO ILLUSTRATION/ISTOCKPHOTOJust five companies control nearly a quarter of the S&P 500 index's market cap, and they will all report earnings this week that could determine the direction of the market for weeks or months to come.As Big Tech -- Google parent Alphabet Inc. (GOOGL), Amazon.com Inc. (AMZN), Apple Inc. (AAPL), Facebook parent Meta Platforms Inc. (META) and Microsoft Corp. (MSFT)-- prepares to report, there are serious doubts about their near future for the first time. All five have signaled that they are cutting costs or plan to soon, as MarketWatch's Jon Swartz reported.Amazon ripped off the Band-Aid three months ago, and it looks like some of its Big Tech cohorts may look to do the same in this earnings season. Apple has reportedly planned cost cuts for next year, while Microsoft is closing down open positions and making small layoffs. Meta Chief Executive Mark Zuckerberg told employees on the last day of the second quarter that they face one of the \"worst downturns that we've seen in recent history,\" and Alphabet CEO Sundar Pichai warned employees of slowing hiring just a few days after the quarter close. Results last week from Snap Inc (SNAP) and Twitter Inc (TWTR) show concerns about the digital-advertising business are founded.Even an early warning from Microsoft about its earnings and the knowledge that Amazon is already cutting costs may not be enough to truly prepare Wall Street for what may be coming. One area that could cause a major ripple is a slowdown in cloud-computing growth, as Therese Poletti opined, with one analyst telling her that \"people are going to freak out.\"Any big moves for those five companies would have major ripple effects in the market. Collectively worth roughly $7.5 trillion despite the declines that have already struck this year, the five companies make up about 23% of the total market cap of the S&P 500 index , according to the Dow Jones Market Data Group.The group's earnings and revenue have buffeted the entire market in recent years, as the COVID-19 pandemic juiced their balance sheets. Collectively, the quintet produced profit surpassing $320 billion last year, with sales topping $1.4 trillion, which would rank 13th in gross domestic product as a nation, just behind Brazil and ahead of Australia, according to World Bank figures.This year is going to be a tough comparison to that performance, especially after Amazon reported a loss of nearly $4 billion in the first quarter. And cost-cutting from those companies will have an effect on the larger tech economy. The true concern in Silicon Valley and Wall Street is that a domino effect happens -- Big Tech cuts costs, hurting smaller tech companies that rely on them, who in turn go under or at least cut back on costs such as cloud computing, cloud software, hardware and more, causing more pain throughout the industry.Take, for example, Kornit Digital Ltd. (KRNT), which warned Wall Street earlier this month that it would miss revenue projections by more than 30%, with executives explaining that \"some of our customers are working through excess capacity built throughout the two-year pandemic period.\" Kornit's biggest customer for its print-on-demand clothing services and machinery: Amazon, which accounts for more than a quarter of the company's revenue. While the company did not detail any planned cost cuts in that announcement, executives could detail such plans when reporting full results in August.Any clues of widespread cost cuts ahead will be included in forecasts instead of the actual numbers, and forecasts have been scary so far: Of 11 S&P 500 companies to offer an earnings forecast so far this season, 10 have come in under expectations, FactSet Senior Earnings Analyst John Butters reported Friday. Apple has not been guiding during the pandemic and Google executives do not provide any type of financial forecast, so look instead for color about what is ahead for those companies.Alphabet will report Tuesday afternoon, followed by Google and Microsoft on Wednesday and Apple and Amazon on Thursday. They will be the headliners of the busiest week of earnings season so far, though many more will join them.This week in earningsRoughly 35% of the S&P 500, 175 companies, are expected to report in the week ahead, and 40% of the 30 Dow Jones Industrial Average  components are on the docket. In addition to Apple and Microsoft, Dow components reporting include Coca-Cola Co. (KO), 3M Co. (MMM), McDonald's Corp. (MCD) and Visa Inc. (V) on Tuesday; Boeing Co. (BA) on Wednesday; Honeywell Intl. Inc. (HON), Intel Corp. (INTC) and Merck & Co. Inc. (MRK) on Thursday; and Chevron Corp. (CVX) and Procter & Gamble Co. (PG) to wrap up the week on Friday.In addition to Big Tech, here are some other reports and numbers that will matter to the market.The numbers to watchOil company profits: The fate of corporate profit margins, which hit a record high more than a point higher than seen before in 2021, rests with Big Oil. With Russian oil largely cut off during the Ukraine war, American oil giants are receiving windfall profits, which will be explained in detail Friday morning when Exxon Corp. (XOM) and Chevron both report. Exxon has already disclosed about $2.5 billion in additional earnings from the quarter, while analysts are expecting $10 billion in total quarterly profit from Chevron. And expectations are only rising -- Butters noted Friday that expectations for earnings in the energy sector have grown from growth of 219.8% to 265.3% since earnings season began, while revenue-growth expectations have increased to 55.9% from 44.7%.Intel margins: Intel Chief Executive Pat Gelsinger has decided to sacrifice the chip maker's margins somewhat as he attempts to build a more robust manufacturing regimen, but how much he is willing to cut is the big question on Wall Street. In addition to financial results, Intel may be celebrating a big win in Washington D.C. this week, as congress attempts to close out funding for U.S. chip manufacturing that Intel and Gelsinger have been pushing for in recent months.The calls to put on your calendarVisa and Mastercard: Amid legitimate fears of a recession, American Express Co. (AXP) put some analysts' minds at ease about consumer spending on Friday, with Chief Financial Officer Jeff Campbell telling MarketWatch that customers are showing \"no signs of any stress from a credit perspective.\" AmEx customers tend to be higher income, however, so when Visa reports Tuesday afternoon and Mastercard Inc. (MA $on Thursday morning, their executives should provide a fuller picture of consumer spending in the second quarter.Shopify: E-commerce has been on the downswing in year three of the COVID-19 pandemic, and while Amazon is the king of e-commerce, Shopify Inc. (SHOP.T) has its hands in many more pies as the backbone of most efforts outside of Amazon's gargantuan marketplace. Since detailing the decline in first-quarter earnings, Shopify has jumped on the stock-split train in order to keep its founder in control, so now that founder, CEO Tobi Lütke, will be looked to to calm investors who have sent shares down 73.4% so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952732264,"gmtCreate":1674959589259,"gmtModify":1676538968090,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for the insights&nbsp;","listText":"Thanks for the insights&nbsp;","text":"Thanks for the insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952732264","repostId":"1177215532","repostType":2,"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909269608,"gmtCreate":1658881053804,"gmtModify":1676536222024,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Umm even if miss earnings, Microsoft and Google still do fine after post market. Hope it maintains !&nbsp;","listText":"Umm even if miss earnings, Microsoft and Google still do fine after post market. Hope it maintains !&nbsp;","text":"Umm even if miss earnings, Microsoft and Google still do fine after post market. Hope it maintains !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9909269608","repostId":"2254587430","repostType":2,"repost":{"id":"2254587430","pubTimestamp":1658877980,"share":"https://www.laohu8.com/m/news/2254587430?lang=&edition=full","pubTime":"2022-07-27 07:26","market":"us","language":"en","title":"After-Hours Movers: Alphabet, Microsoft, Enphase Energy, Chipotle and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2254587430","media":"StreetInsider","summary":"After-Hours Movers:Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than t","content":"<html><head></head><body><p><b>After-Hours Movers:</b></p><p>Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than the analyst estimate of $1.28. Revenue for the quarter came in at $69.69 billion versus the consensus estimate of $70.04 billion.</p><p>Microsoft (NASDAQ:MSFT) 3.9% HIGHER; reported Q4 EPS of $2.23, $0.06 worse than the analyst estimate of $2.29. Revenue for the quarter came in at $51.9 billion versus the consensus estimate of $52.43 billion. Microsoft Corp on Tuesday forecast revenue this fiscal year would grow by double digits, driven by demand for cloud computing services.</p><p>Enphase Energy (NASDAQ:ENPH) 9% HIGHER; reported Q2 EPS of $1.07, $0.22 better than the analyst estimate of $0.85. Revenue for the quarter came in at $530.2 million versus the consensus estimate of $507.49 million. Enphase Energy sees Q3 2022 revenue of $590-630 million, versus the consensus of $548.8 million.</p><p>Chipotle Mexican Grill (NYSE:CMG) 8.6% HIGHER; reported Q2 EPS of $9.30, $0.26 better than the analyst estimate of $9.04. Revenue for the quarter came in at $2.2 billion versus the consensus estimate of $2.25 billion. Comparable restaurant sales increased 10.1%.</p><p>Texas Instruments (NASDAQ:TXN) 2.6% HIGHER; reported Q2 EPS of $2.45, $0.32 better than the analyst estimate of $2.13. Revenue for the quarter came in at $5.21 billion versus the consensus estimate of $4.65 billion. Texas Instruments sees Q3 2022 EPS of $2.23-$2.51, versus the consensus of $2.26. Texas Instruments sees Q3 2022 revenue of $4.9-5.3 billion, versus the consensus of $4.97 billion.</p><p>F45 Training Holdings Inc. (NYSE:FXLV) 50.4% LOWER; CEO to step down.</p><p>Skechers USA (NYSE:SKX) 1.4% HIGHER; reported Q2 EPS of $0.58, $0.03 better than the analyst estimate of $0.55. Revenue for the quarter came in at $1.87 billion versus the consensus estimate of $1.79 billion. Skechers USA sees FY2022 EPS of $2.60-$2.70, versus the consensus of $2.89. Skechers USA sees FY2022 revenue of $7.2-7.4 billion, versus the consensus of $7.34 billion.</p><p></p><p></p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After-Hours Movers: Alphabet, Microsoft, Enphase Energy, Chipotle and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter-Hours Movers: Alphabet, Microsoft, Enphase Energy, Chipotle and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 07:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20370023><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Movers:Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than the analyst estimate of $1.28. Revenue for the quarter came in at $69.69 billion versus the consensus...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20370023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TXN":"德州仪器","ENPH":"Enphase Energy","CMG":"墨式烧烤","GOOGL":"谷歌A","SKX":"斯凯奇","FXLV":"F45 Training Holdings Inc."},"source_url":"https://www.streetinsider.com/dr/news.php?id=20370023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254587430","content_text":"After-Hours Movers:Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than the analyst estimate of $1.28. Revenue for the quarter came in at $69.69 billion versus the consensus estimate of $70.04 billion.Microsoft (NASDAQ:MSFT) 3.9% HIGHER; reported Q4 EPS of $2.23, $0.06 worse than the analyst estimate of $2.29. Revenue for the quarter came in at $51.9 billion versus the consensus estimate of $52.43 billion. Microsoft Corp on Tuesday forecast revenue this fiscal year would grow by double digits, driven by demand for cloud computing services.Enphase Energy (NASDAQ:ENPH) 9% HIGHER; reported Q2 EPS of $1.07, $0.22 better than the analyst estimate of $0.85. Revenue for the quarter came in at $530.2 million versus the consensus estimate of $507.49 million. Enphase Energy sees Q3 2022 revenue of $590-630 million, versus the consensus of $548.8 million.Chipotle Mexican Grill (NYSE:CMG) 8.6% HIGHER; reported Q2 EPS of $9.30, $0.26 better than the analyst estimate of $9.04. Revenue for the quarter came in at $2.2 billion versus the consensus estimate of $2.25 billion. Comparable restaurant sales increased 10.1%.Texas Instruments (NASDAQ:TXN) 2.6% HIGHER; reported Q2 EPS of $2.45, $0.32 better than the analyst estimate of $2.13. Revenue for the quarter came in at $5.21 billion versus the consensus estimate of $4.65 billion. Texas Instruments sees Q3 2022 EPS of $2.23-$2.51, versus the consensus of $2.26. Texas Instruments sees Q3 2022 revenue of $4.9-5.3 billion, versus the consensus of $4.97 billion.F45 Training Holdings Inc. (NYSE:FXLV) 50.4% LOWER; CEO to step down.Skechers USA (NYSE:SKX) 1.4% HIGHER; reported Q2 EPS of $0.58, $0.03 better than the analyst estimate of $0.55. Revenue for the quarter came in at $1.87 billion versus the consensus estimate of $1.79 billion. Skechers USA sees FY2022 EPS of $2.60-$2.70, versus the consensus of $2.89. Skechers USA sees FY2022 revenue of $7.2-7.4 billion, versus the consensus of $7.34 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075854603,"gmtCreate":1658188259102,"gmtModify":1676536118058,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"A great change of sentiment from beginning to end!&nbsp;","listText":"A great change of sentiment from beginning to end!&nbsp;","text":"A great change of sentiment from beginning to end!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075854603","repostId":"2252265107","repostType":2,"repost":{"id":"2252265107","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658185845,"share":"https://www.laohu8.com/m/news/2252265107?lang=&edition=full","pubTime":"2022-07-19 07:10","market":"us","language":"en","title":"US STOCKS-Wall Street Closes Down on Slide in Apple Shares, Bank Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2252265107","media":"Reuters","summary":"Wall Street ended lower on Monday after bank stocks erased earlier gains and Apple shares fell on a ","content":"<html><head></head><body><p>Wall Street ended lower on Monday after bank stocks erased earlier gains and Apple shares fell on a report saying the company plans to slow hiring and spending growth next year.</p><p>After posting solid gains to start the session following earnings from $Bank of America Corp(BAC-N)$    and Goldman Sachs Group Inc, the S&amp;P financial sector weakened into the close.</p><p>Apple shares reversed course to close down 2.1% at $147.1 on a Bloomberg report that said the company plans to slow hiring and spending growth next year in some units to cope with a potential economic downturn.</p><p>Goldman Sachs advanced 2.5% as it reported a smaller-than-expected 48% slump in second-quarter profit, helped by strength in its fixed-income trading.</p><p>Worries about a larger <a href=\"https://laohu8.com/S/AONE.U\">one</a> percentage point rate hike at the end of July eased following remarks from Fed officials last week that the policymakers could stick to a 75 basis point hike.</p><p>&#34;It&#39;s really hard to sustain upward momentum,&#34; said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. &#34;And that&#39;s kind of the story of bear markets.&#34;</p><p>The Dow Jones Industrial Average    fell 215.65 points, or 0.69%, to 31,072.61, the S&amp;P 500    lost 32.31 points, or 0.84%, to 3,830.85 and the Nasdaq Composite    dropped 92.37 points, or 0.81%, to 11,360.05.</p><p>Nine of the 11 major sectors of the S&amp;P 500 lost ground, with healthcare and utilities suffering the largest percentage drop, while energy took the biggest gain.</p><p>Earnings from big technology companies next week will be closely watched, after their shares came under immense selling pressure through much of this year.</p><p>Among other tech stocks, Google parent Alphabet fell 2.5%. <a href=\"https://laohu8.com/S/IBM\">IBM</a> declined 1.3%.</p><p>Volume on U.S. exchanges was 10.63 billion shares, compared with the 12.15 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted one new 52-week high and 31 new lows; the Nasdaq Composite recorded 30 new highs and 78 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Closes Down on Slide in Apple Shares, Bank Stocks</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\">\nUS STOCKS-Wall Street Closes Down on Slide in Apple Shares, Bank Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-19 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street ended lower on Monday after bank stocks erased earlier gains and Apple shares fell on a report saying the company plans to slow hiring and spending growth next year.</p><p>After posting solid gains to start the session following earnings from $Bank of America Corp(BAC-N)$    and Goldman Sachs Group Inc, the S&amp;P financial sector weakened into the close.</p><p>Apple shares reversed course to close down 2.1% at $147.1 on a Bloomberg report that said the company plans to slow hiring and spending growth next year in some units to cope with a potential economic downturn.</p><p>Goldman Sachs advanced 2.5% as it reported a smaller-than-expected 48% slump in second-quarter profit, helped by strength in its fixed-income trading.</p><p>Worries about a larger <a href=\"https://laohu8.com/S/AONE.U\">one</a> percentage point rate hike at the end of July eased following remarks from Fed officials last week that the policymakers could stick to a 75 basis point hike.</p><p>&#34;It&#39;s really hard to sustain upward momentum,&#34; said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. &#34;And that&#39;s kind of the story of bear markets.&#34;</p><p>The Dow Jones Industrial Average    fell 215.65 points, or 0.69%, to 31,072.61, the S&amp;P 500    lost 32.31 points, or 0.84%, to 3,830.85 and the Nasdaq Composite    dropped 92.37 points, or 0.81%, to 11,360.05.</p><p>Nine of the 11 major sectors of the S&amp;P 500 lost ground, with healthcare and utilities suffering the largest percentage drop, while energy took the biggest gain.</p><p>Earnings from big technology companies next week will be closely watched, after their shares came under immense selling pressure through much of this year.</p><p>Among other tech stocks, Google parent Alphabet fell 2.5%. <a href=\"https://laohu8.com/S/IBM\">IBM</a> declined 1.3%.</p><p>Volume on U.S. exchanges was 10.63 billion shares, compared with the 12.15 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted one new 52-week high and 31 new lows; the Nasdaq Composite recorded 30 new highs and 78 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252265107","content_text":"Wall Street ended lower on Monday after bank stocks erased earlier gains and Apple shares fell on a report saying the company plans to slow hiring and spending growth next year.After posting solid gains to start the session following earnings from $Bank of America Corp(BAC-N)$    and Goldman Sachs Group Inc, the S&P financial sector weakened into the close.Apple shares reversed course to close down 2.1% at $147.1 on a Bloomberg report that said the company plans to slow hiring and spending growth next year in some units to cope with a potential economic downturn.Goldman Sachs advanced 2.5% as it reported a smaller-than-expected 48% slump in second-quarter profit, helped by strength in its fixed-income trading.Worries about a larger one percentage point rate hike at the end of July eased following remarks from Fed officials last week that the policymakers could stick to a 75 basis point hike.\"It's really hard to sustain upward momentum,\" said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. \"And that's kind of the story of bear markets.\"The Dow Jones Industrial Average    fell 215.65 points, or 0.69%, to 31,072.61, the S&P 500    lost 32.31 points, or 0.84%, to 3,830.85 and the Nasdaq Composite    dropped 92.37 points, or 0.81%, to 11,360.05.Nine of the 11 major sectors of the S&P 500 lost ground, with healthcare and utilities suffering the largest percentage drop, while energy took the biggest gain.Earnings from big technology companies next week will be closely watched, after their shares came under immense selling pressure through much of this year.Among other tech stocks, Google parent Alphabet fell 2.5%. IBM declined 1.3%.Volume on U.S. exchanges was 10.63 billion shares, compared with the 12.15 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored decliners.The S&P 500 posted one new 52-week high and 31 new lows; the Nasdaq Composite recorded 30 new highs and 78 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902086454,"gmtCreate":1659613393581,"gmtModify":1705982159516,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Go Baba!","listText":"Go Baba!","text":"Go Baba!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902086454","repostId":"1179498912","repostType":4,"repost":{"id":"1179498912","pubTimestamp":1659602770,"share":"https://www.laohu8.com/m/news/1179498912?lang=&edition=full","pubTime":"2022-08-04 16:46","market":"us","language":"en","title":"Alibaba, AMTD, AMC, Block And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1179498912","media":"Benzinga","summary":"With US stock futures trading slightly lower this morning on Thursday ahead of earnings reports from","content":"<html><head></head><body><p>With US stock futures trading slightly lower this morning on Thursday ahead of earnings reports from several big companies, some of the stocks that may grab investor focus today are as follows:</p><ul><li><b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>‘s</b> revenue stood at 205.56 billion yuan, net income attributable to ordinary shareholders for the quarter ended June 30 was 22.74 billion yuan. Shares rose over 5% in premarket trading.</li><li><b><a href=\"https://laohu8.com/S/AMTD\">AMTD International</a></b> slid over 20% in Premarket Trading. Billionaire Li Ka-shing’s CK Group is selling the remaining stake in it. Its branch <b><a href=\"https://laohu8.com/S/HKD\">AMTD Digital Inc.</a></b> was the fifth-biggest financial company in the world, trailing Berkshire Hathaway Inc., JPMorgan Chase &amp; Co., Bank of America Corp. and Industrial &amp; Commercial Bank of China Ltd.</li><li><b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a></b> is scheduled to announce Q2 earnings results on Thursday, August 4th, after market close. The consensus EPS Estimate is -$0.23 (+67.9% Y/Y) and the consensus Revenue Estimate is $1.18B (+166.3% Y/Y). Stocks rose over 3% in premarket trading.</li><li><b><a href=\"https://laohu8.com/S/EBAY\">eBay</a></b> reported upbeat earnings and sales results for its second quarter on Wednesday. The company also said it sees full fiscal year revenue coming in a range of $9.6 billion to $9.9 billion versus a Street estimate of $9.68 billion. Full-year earnings per share are guided for a range of $3.95 to $4.10 versus a Street estimate of $3.98. eBay shares rose 0.6% to $50.79 in the after-hours trading session.</li><li>Analysts are expecting <b><a href=\"https://laohu8.com/S/LLY\">Eli Lilly and</a></b> to have earned $1.69 per share on revenue of $6.70 billion for the latest quarter. The company will release earnings before the markets open. Eli Lilly shares fell 0.9% to $311.12 in after-hours trading.</li></ul><ul><li><b><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a></b> reported better-than-expected earnings for its second quarter. Although revenue nearly doubled year-over-year to $4.29 billion, but it still missed the consensus of $4.33 billion. Booking shares dropped 3.3% to $1,901.20 in the after-hours trading session.</li><li>Analysts expect <b><a href=\"https://laohu8.com/S/SQ\">Block</a></b> to report quarterly earnings at $0.17 per share on revenue of $4.35 billion after the closing bell. Block shares gained 0.3% to $88.30 in after-hours trading.</li></ul></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba, AMTD, AMC, Block And More: U.S. Stocks To Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba, AMTD, AMC, Block And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-04 16:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/08/28348058/alibaba-eli-lilly-and-3-stocks-to-watch-heading-into-thursday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading slightly lower this morning on Thursday ahead of earnings reports from several big companies, some of the stocks that may grab investor focus today are as follows:Alibaba...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/08/28348058/alibaba-eli-lilly-and-3-stocks-to-watch-heading-into-thursday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","BABA":"阿里巴巴","LLY":"礼来","SQ":"Block","AMTD":"Amtd Idea","EBAY":"eBay","BKNG":"Booking Holdings","HKD":"尚乘数科"},"source_url":"https://www.benzinga.com/news/earnings/22/08/28348058/alibaba-eli-lilly-and-3-stocks-to-watch-heading-into-thursday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179498912","content_text":"With US stock futures trading slightly lower this morning on Thursday ahead of earnings reports from several big companies, some of the stocks that may grab investor focus today are as follows:Alibaba‘s revenue stood at 205.56 billion yuan, net income attributable to ordinary shareholders for the quarter ended June 30 was 22.74 billion yuan. Shares rose over 5% in premarket trading.AMTD International slid over 20% in Premarket Trading. Billionaire Li Ka-shing’s CK Group is selling the remaining stake in it. Its branch AMTD Digital Inc. was the fifth-biggest financial company in the world, trailing Berkshire Hathaway Inc., JPMorgan Chase & Co., Bank of America Corp. and Industrial & Commercial Bank of China Ltd.AMC Entertainment is scheduled to announce Q2 earnings results on Thursday, August 4th, after market close. The consensus EPS Estimate is -$0.23 (+67.9% Y/Y) and the consensus Revenue Estimate is $1.18B (+166.3% Y/Y). Stocks rose over 3% in premarket trading.eBay reported upbeat earnings and sales results for its second quarter on Wednesday. The company also said it sees full fiscal year revenue coming in a range of $9.6 billion to $9.9 billion versus a Street estimate of $9.68 billion. Full-year earnings per share are guided for a range of $3.95 to $4.10 versus a Street estimate of $3.98. eBay shares rose 0.6% to $50.79 in the after-hours trading session.Analysts are expecting Eli Lilly and to have earned $1.69 per share on revenue of $6.70 billion for the latest quarter. The company will release earnings before the markets open. Eli Lilly shares fell 0.9% to $311.12 in after-hours trading.Booking Holdings reported better-than-expected earnings for its second quarter. Although revenue nearly doubled year-over-year to $4.29 billion, but it still missed the consensus of $4.33 billion. Booking shares dropped 3.3% to $1,901.20 in the after-hours trading session.Analysts expect Block to report quarterly earnings at $0.17 per share on revenue of $4.35 billion after the closing bell. Block shares gained 0.3% to $88.30 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103864033944460","authorId":"4103864033944460","name":"PaperPlay","avatar":"https://community-static.tradeup.com/news/f9bd8cbd182d6cb24667a31115671409","crmLevel":4,"crmLevelSwitch":0},"content":"why? with China's erratic politics as well as them not wanting to disclose based on US accounting standards. Why?","text":"why? with China's erratic politics as well as them not wanting to disclose based on US accounting standards. Why?","html":"why? with China's erratic politics as well as them not wanting to disclose based on US accounting standards. Why?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900324358,"gmtCreate":1658644689674,"gmtModify":1676536186989,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900324358","repostId":"2253060728","repostType":4,"repost":{"id":"2253060728","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1658631601,"share":"https://www.laohu8.com/m/news/2253060728?lang=&edition=full","pubTime":"2022-07-24 11:00","market":"us","language":"en","title":"Amazon Is Ready To Rise Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2253060728","media":"Dow Jones","summary":"Amazon's recent struggles in e-commerce are masking its continued dominance in the cloud. For invest","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it&#39;s time to refocus. Amazon shares have never looked more attractive than they do right now.</p><p>Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon&#39;s worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon&#39;s streak may be coming to an end.</p><p>When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That&#39;s a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.</p><p>The company&#39;s longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon&#39;s profits, with the cost of deliveries and returns on the rise.</p><p>Amazon&#39;s profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.</p><p>And yet none of that should matter. Investors&#39; preoccupation with Amazon&#39;s retail operations overlooks the company&#39;s transformation. This year, the Amazon Web Services cloud business will be about 15% of the company&#39;s total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.</p><p>Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That&#39;s nearly four times the size of Twitter (TWTR) and Snap <a href=\"https://laohu8.com/S/SNAP\">$(SNAP)$</a> combined. And it&#39;s a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a>, Fox <a href=\"https://laohu8.com/S/FOXA\">$(FOXA)$</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> (PARA), and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> . There&#39;s also a growing logistics operation that increasingly rivals FedEx <a href=\"https://laohu8.com/S/FDX.AU\">$(FDX.AU)$</a> and United Parcel Service <a href=\"https://laohu8.com/S/UPS\">$(UPS)$</a>.</p><p>The challenge for investors is that the sprawling operation has made Amazon difficult to value. It&#39;s worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn&#39;t be brighter.</p><p>Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he&#39;s convinced that in the long run, &#34;no one is going to compete with Amazon&#34; in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company&#39;s current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.</p><p>Says Munster: &#34;It&#39;s hard not to like Amazon at this valuation.&#34;</p><p>To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth&#39;s best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon&#39;s dominant market position was clear evidence that U.S. antitrust laws weren&#39;t effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.</p><p>For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.</p><p>There&#39;s also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.</p><p>But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won&#39;t be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon&#39;s slice of the pie remains vast, at about 40%. There&#39;s still room for additional market share gains, too.</p><p>The company&#39;s advertising business, meanwhile, is on the rise. Given Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a> Facebook, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon&#39;s case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon&#39;s ad market is a gold mine.</p><p>And then there&#39;s Amazon Web Services, the company&#39;s mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon&#39;s operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon&#39;s operating income.</p><p>With revenue close to $82 billion, AWS is one of the world&#39;s largest software and services companies -- bigger than Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, or SAP <a href=\"https://laohu8.com/S/SAP\">$(SAP)$</a>, and more than twice the size of Salesforce <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a>, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It&#39;s no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)</p><p>One of Wall Street&#39;s favorite strategies for assessing corporate value is a &#34;sum of the parts&#34; approach: Make a list of what the company owns, put a value on each part, then add it all up.</p><p>For some of Amazon&#39;s businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure and Google Cloud -- are likewise buried inside large businesses. Amazon&#39;s ad business is valuable, but it&#39;s linked to the core e-commerce business and therefore defies an easy value.</p><p>Then there&#39;s Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company&#39;s financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.</p><p>In reporting this story, Barron&#39;s found at least four different attempts by Wall Street analysts to suss out the company&#39;s true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon&#39;s parts add up to a lot more than its current market value.</p><p>Let&#39;s start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon&#39;s value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon&#39;s current market value. That doesn&#39;t include e-commerce, which Martin&#39;s calculations currently ignore.</p><p>Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon&#39;s &#34;third-party retail&#34; services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for &#34;first party&#34; retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company&#39;s subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.</p><p>J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> trades at about one times GMV, while Amazon&#39;s retail business has &#34;meaningfully higher&#34; growth, meriting a higher multiple. For Anmuth, that&#39;s a total Amazon value of $2 trillion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Is Ready To Rise Again</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\">\nAmazon Is Ready To Rise Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-24 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it&#39;s time to refocus. Amazon shares have never looked more attractive than they do right now.</p><p>Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon&#39;s worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon&#39;s streak may be coming to an end.</p><p>When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That&#39;s a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.</p><p>The company&#39;s longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon&#39;s profits, with the cost of deliveries and returns on the rise.</p><p>Amazon&#39;s profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.</p><p>And yet none of that should matter. Investors&#39; preoccupation with Amazon&#39;s retail operations overlooks the company&#39;s transformation. This year, the Amazon Web Services cloud business will be about 15% of the company&#39;s total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.</p><p>Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That&#39;s nearly four times the size of Twitter (TWTR) and Snap <a href=\"https://laohu8.com/S/SNAP\">$(SNAP)$</a> combined. And it&#39;s a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a>, Fox <a href=\"https://laohu8.com/S/FOXA\">$(FOXA)$</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> (PARA), and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> . There&#39;s also a growing logistics operation that increasingly rivals FedEx <a href=\"https://laohu8.com/S/FDX.AU\">$(FDX.AU)$</a> and United Parcel Service <a href=\"https://laohu8.com/S/UPS\">$(UPS)$</a>.</p><p>The challenge for investors is that the sprawling operation has made Amazon difficult to value. It&#39;s worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn&#39;t be brighter.</p><p>Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he&#39;s convinced that in the long run, &#34;no one is going to compete with Amazon&#34; in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company&#39;s current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.</p><p>Says Munster: &#34;It&#39;s hard not to like Amazon at this valuation.&#34;</p><p>To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth&#39;s best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon&#39;s dominant market position was clear evidence that U.S. antitrust laws weren&#39;t effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.</p><p>For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.</p><p>There&#39;s also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.</p><p>But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won&#39;t be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon&#39;s slice of the pie remains vast, at about 40%. There&#39;s still room for additional market share gains, too.</p><p>The company&#39;s advertising business, meanwhile, is on the rise. Given Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a> Facebook, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon&#39;s case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon&#39;s ad market is a gold mine.</p><p>And then there&#39;s Amazon Web Services, the company&#39;s mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon&#39;s operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon&#39;s operating income.</p><p>With revenue close to $82 billion, AWS is one of the world&#39;s largest software and services companies -- bigger than Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, or SAP <a href=\"https://laohu8.com/S/SAP\">$(SAP)$</a>, and more than twice the size of Salesforce <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a>, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It&#39;s no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)</p><p>One of Wall Street&#39;s favorite strategies for assessing corporate value is a &#34;sum of the parts&#34; approach: Make a list of what the company owns, put a value on each part, then add it all up.</p><p>For some of Amazon&#39;s businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure and Google Cloud -- are likewise buried inside large businesses. Amazon&#39;s ad business is valuable, but it&#39;s linked to the core e-commerce business and therefore defies an easy value.</p><p>Then there&#39;s Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company&#39;s financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.</p><p>In reporting this story, Barron&#39;s found at least four different attempts by Wall Street analysts to suss out the company&#39;s true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon&#39;s parts add up to a lot more than its current market value.</p><p>Let&#39;s start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon&#39;s value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon&#39;s current market value. That doesn&#39;t include e-commerce, which Martin&#39;s calculations currently ignore.</p><p>Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon&#39;s &#34;third-party retail&#34; services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for &#34;first party&#34; retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company&#39;s subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.</p><p>J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> trades at about one times GMV, while Amazon&#39;s retail business has &#34;meaningfully higher&#34; growth, meriting a higher multiple. For Anmuth, that&#39;s a total Amazon value of $2 trillion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253060728","content_text":"Amazon's recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it's time to refocus. Amazon shares have never looked more attractive than they do right now.Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon's worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon's streak may be coming to an end.When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That's a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.The company's longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon's profits, with the cost of deliveries and returns on the rise.Amazon's profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.And yet none of that should matter. Investors' preoccupation with Amazon's retail operations overlooks the company's transformation. This year, the Amazon Web Services cloud business will be about 15% of the company's total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That's nearly four times the size of Twitter (TWTR) and Snap $(SNAP)$ combined. And it's a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast $(CMCSA)$, Fox $(FOXA)$, Paramount Global (PARA), and Walt Disney $(DIS)$ . There's also a growing logistics operation that increasingly rivals FedEx $(FDX.AU)$ and United Parcel Service $(UPS)$.The challenge for investors is that the sprawling operation has made Amazon difficult to value. It's worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn't be brighter.Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he's convinced that in the long run, \"no one is going to compete with Amazon\" in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company's current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.Says Munster: \"It's hard not to like Amazon at this valuation.\"To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth's best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon's dominant market position was clear evidence that U.S. antitrust laws weren't effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.There's also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won't be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon's slice of the pie remains vast, at about 40%. There's still room for additional market share gains, too.The company's advertising business, meanwhile, is on the rise. Given Apple's $(AAPL)$ tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond Meta Platforms' $(META.UK)$ Facebook, Alphabet's $(GOOGL)$ YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon's case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon's ad market is a gold mine.And then there's Amazon Web Services, the company's mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon's operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon's operating income.With revenue close to $82 billion, AWS is one of the world's largest software and services companies -- bigger than Oracle $(ORCL)$, IBM $(IBM)$, or SAP $(SAP)$, and more than twice the size of Salesforce $(CRM.AU)$, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It's no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)One of Wall Street's favorite strategies for assessing corporate value is a \"sum of the parts\" approach: Make a list of what the company owns, put a value on each part, then add it all up.For some of Amazon's businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft $(MSFT)$ Azure and Google Cloud -- are likewise buried inside large businesses. Amazon's ad business is valuable, but it's linked to the core e-commerce business and therefore defies an easy value.Then there's Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company's financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.In reporting this story, Barron's found at least four different attempts by Wall Street analysts to suss out the company's true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon's parts add up to a lot more than its current market value.Let's start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon's value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon's current market value. That doesn't include e-commerce, which Martin's calculations currently ignore.Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon's \"third-party retail\" services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for \"first party\" retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company's subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart $(WMT)$ trades at about one times GMV, while Amazon's retail business has \"meaningfully higher\" growth, meriting a higher multiple. For Anmuth, that's a total Amazon value of $2 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072530466,"gmtCreate":1658057666555,"gmtModify":1676536099463,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Is it liquid enough for trading purpose?&nbsp;","listText":"Is it liquid enough for trading purpose?&nbsp;","text":"Is it liquid enough for trading purpose?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072530466","repostId":"2251177266","repostType":2,"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076556902,"gmtCreate":1657875869806,"gmtModify":1676536076015,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Go Google!&nbsp;","listText":"Go Google!&nbsp;","text":"Go Google!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076556902","repostId":"1113510823","repostType":4,"repost":{"id":"1113510823","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":1657866746,"share":"https://www.laohu8.com/m/news/1113510823?lang=&edition=full","pubTime":"2022-07-15 14:32","market":"us","language":"en","title":"What The Imminent Alphabet Stock Split Means For Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1113510823","media":"Benzinga","summary":"ZINGER KEY POINTSTwo companies timed their stock splits perfectly and afforded investors extraordina","content":"<html><head></head><body><p>ZINGER KEY POINTS</p><ul><li>Two companies timed their stock splits perfectly and afforded investors extraordinary gains from the non-financial event.</li><li>Tesla was the biggest beneficiary of financial engineering.</li></ul><p>The price action in issues that have upcoming stock splits can vary. There is no one particular way to invest in them, but there are certain trends and tendencies that can be used in the analysis of an issue that is approaching a stock split.</p><p>With <a href=\"https://laohu8.com/S/GOOG\">Alphabet Inc</a> splitting 20-for-1 on Monday, it is the PreMarket PrepStock of the Day.</p><p><b>Traditional Pattern:</b> On many occasions, when a major issue announces a stock split, there is a temporary surge in price that does not always hold in the long run. Instead, once the initial euphoria wears off, the issue may retreat to the area it was at or go lower and consolidate.</p><p>On many occasions, the issue will rally into the record date — when shareholders must own shares to participate in the split — and even a few days after. Once the actual split takes place, some of the pre-split run-up gains will erode.</p><p><b>Timing Of The Split:</b> Two companies timed their stock splits perfectly and afforded investors extraordinary gains from the non-financial event.</p><p>For those two companies, <a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a> and <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a>, there were aggressive buyers from the initial announcement, through the record date and a day or two following the split.</p><p>Tesla was the biggest beneficiary of financial engineering. When Tesla announced its stock split in August 2020, its shares rose more than 60% in the two-and-a-half weeks between the announcement and the actual split</p><p>Of course, that was back in August 2020, when the markets were in blastoff mode following the COVID-19 low in March.</p><p>Different Environment, Different Reactions: The timing of the <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a> 20-for-1 stock split could not have been worse. Just as the bear market of 2022 was taking a breather, Amazon announced its split on March 6.</p><p>The issue did have a nice burst off the initial announcement, but came crashing down with the remainder of the market. The rally from the $140 area to the March 29 high ($170.83) unraveled and a whole lot more.</p><p>In fact, the only way to benefit from its split was to buy shares four days ahead of its record date (May 27), when the issue bottomed at $101.26 and ended that session at $104.10. On the actual record date, the issue closed at $115.21. The issue continued to rally and made its high for the move on the actual split date on June 6 at $128.99.</p><p>Within five days, it came all the way back down to test the low for the move.</p><p>Who Cares? Similar to Amazon, it has been very difficult to extract any alpha from investing in the split of Alphabet shares. Of course, the market environment has played a role.</p><p>In its Feb. 1 earnings release the company announced it was doing a 20-for-1 stock split.</p><p>On Friday, shareholders will receive 19 additional shares for every one they own on the record date of July 1.</p><p>On Feb. 2, the issue surged from $2,757.57 to $2,960.73 for a $203.16 or 7.4% gain. The retreat from that peak did come until the day following the record date at $2,124.99.</p><p>Interestingly, Alphabet did have a nice rebound off the low that was capped at $2,408.70 on July 8. Since that peak, it has retreated to the $2,220 area. Alphabet will begin trading on a split-adjusted basis on Monday, July 15.</p><p>Buyer Beware: Although stocks may see a temporary increase in price after the announcement of a stock split, it is likely the Tesla split will never be replicated. The most important reason for this: a stock split does not change any of the fundamentals of a company, only its price. What matters most is what is going to happen to a company&#39;s balance sheet moving forward.</p><p><img src=\"https://static.tigerbbs.com/55cf372c296500b544c694e15705927b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What The Imminent Alphabet Stock Split Means For Investors</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\">\nWhat The Imminent Alphabet Stock Split Means For Investors\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\">2022-07-15 14:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>ZINGER KEY POINTS</p><ul><li>Two companies timed their stock splits perfectly and afforded investors extraordinary gains from the non-financial event.</li><li>Tesla was the biggest beneficiary of financial engineering.</li></ul><p>The price action in issues that have upcoming stock splits can vary. There is no one particular way to invest in them, but there are certain trends and tendencies that can be used in the analysis of an issue that is approaching a stock split.</p><p>With <a href=\"https://laohu8.com/S/GOOG\">Alphabet Inc</a> splitting 20-for-1 on Monday, it is the PreMarket PrepStock of the Day.</p><p><b>Traditional Pattern:</b> On many occasions, when a major issue announces a stock split, there is a temporary surge in price that does not always hold in the long run. Instead, once the initial euphoria wears off, the issue may retreat to the area it was at or go lower and consolidate.</p><p>On many occasions, the issue will rally into the record date — when shareholders must own shares to participate in the split — and even a few days after. Once the actual split takes place, some of the pre-split run-up gains will erode.</p><p><b>Timing Of The Split:</b> Two companies timed their stock splits perfectly and afforded investors extraordinary gains from the non-financial event.</p><p>For those two companies, <a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a> and <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a>, there were aggressive buyers from the initial announcement, through the record date and a day or two following the split.</p><p>Tesla was the biggest beneficiary of financial engineering. When Tesla announced its stock split in August 2020, its shares rose more than 60% in the two-and-a-half weeks between the announcement and the actual split</p><p>Of course, that was back in August 2020, when the markets were in blastoff mode following the COVID-19 low in March.</p><p>Different Environment, Different Reactions: The timing of the <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a> 20-for-1 stock split could not have been worse. Just as the bear market of 2022 was taking a breather, Amazon announced its split on March 6.</p><p>The issue did have a nice burst off the initial announcement, but came crashing down with the remainder of the market. The rally from the $140 area to the March 29 high ($170.83) unraveled and a whole lot more.</p><p>In fact, the only way to benefit from its split was to buy shares four days ahead of its record date (May 27), when the issue bottomed at $101.26 and ended that session at $104.10. On the actual record date, the issue closed at $115.21. The issue continued to rally and made its high for the move on the actual split date on June 6 at $128.99.</p><p>Within five days, it came all the way back down to test the low for the move.</p><p>Who Cares? Similar to Amazon, it has been very difficult to extract any alpha from investing in the split of Alphabet shares. Of course, the market environment has played a role.</p><p>In its Feb. 1 earnings release the company announced it was doing a 20-for-1 stock split.</p><p>On Friday, shareholders will receive 19 additional shares for every one they own on the record date of July 1.</p><p>On Feb. 2, the issue surged from $2,757.57 to $2,960.73 for a $203.16 or 7.4% gain. The retreat from that peak did come until the day following the record date at $2,124.99.</p><p>Interestingly, Alphabet did have a nice rebound off the low that was capped at $2,408.70 on July 8. Since that peak, it has retreated to the $2,220 area. Alphabet will begin trading on a split-adjusted basis on Monday, July 15.</p><p>Buyer Beware: Although stocks may see a temporary increase in price after the announcement of a stock split, it is likely the Tesla split will never be replicated. The most important reason for this: a stock split does not change any of the fundamentals of a company, only its price. What matters most is what is going to happen to a company&#39;s balance sheet moving forward.</p><p><img src=\"https://static.tigerbbs.com/55cf372c296500b544c694e15705927b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113510823","content_text":"ZINGER KEY POINTSTwo companies timed their stock splits perfectly and afforded investors extraordinary gains from the non-financial event.Tesla was the biggest beneficiary of financial engineering.The price action in issues that have upcoming stock splits can vary. There is no one particular way to invest in them, but there are certain trends and tendencies that can be used in the analysis of an issue that is approaching a stock split.With Alphabet Inc splitting 20-for-1 on Monday, it is the PreMarket PrepStock of the Day.Traditional Pattern: On many occasions, when a major issue announces a stock split, there is a temporary surge in price that does not always hold in the long run. Instead, once the initial euphoria wears off, the issue may retreat to the area it was at or go lower and consolidate.On many occasions, the issue will rally into the record date — when shareholders must own shares to participate in the split — and even a few days after. Once the actual split takes place, some of the pre-split run-up gains will erode.Timing Of The Split: Two companies timed their stock splits perfectly and afforded investors extraordinary gains from the non-financial event.For those two companies, Apple Inc and Tesla Inc., there were aggressive buyers from the initial announcement, through the record date and a day or two following the split.Tesla was the biggest beneficiary of financial engineering. When Tesla announced its stock split in August 2020, its shares rose more than 60% in the two-and-a-half weeks between the announcement and the actual splitOf course, that was back in August 2020, when the markets were in blastoff mode following the COVID-19 low in March.Different Environment, Different Reactions: The timing of the Amazon.com Inc. 20-for-1 stock split could not have been worse. Just as the bear market of 2022 was taking a breather, Amazon announced its split on March 6.The issue did have a nice burst off the initial announcement, but came crashing down with the remainder of the market. The rally from the $140 area to the March 29 high ($170.83) unraveled and a whole lot more.In fact, the only way to benefit from its split was to buy shares four days ahead of its record date (May 27), when the issue bottomed at $101.26 and ended that session at $104.10. On the actual record date, the issue closed at $115.21. The issue continued to rally and made its high for the move on the actual split date on June 6 at $128.99.Within five days, it came all the way back down to test the low for the move.Who Cares? Similar to Amazon, it has been very difficult to extract any alpha from investing in the split of Alphabet shares. Of course, the market environment has played a role.In its Feb. 1 earnings release the company announced it was doing a 20-for-1 stock split.On Friday, shareholders will receive 19 additional shares for every one they own on the record date of July 1.On Feb. 2, the issue surged from $2,757.57 to $2,960.73 for a $203.16 or 7.4% gain. The retreat from that peak did come until the day following the record date at $2,124.99.Interestingly, Alphabet did have a nice rebound off the low that was capped at $2,408.70 on July 8. Since that peak, it has retreated to the $2,220 area. Alphabet will begin trading on a split-adjusted basis on Monday, July 15.Buyer Beware: Although stocks may see a temporary increase in price after the announcement of a stock split, it is likely the Tesla split will never be replicated. The most important reason for this: a stock split does not change any of the fundamentals of a company, only its price. What matters most is what is going to happen to a company's balance sheet moving forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900325609,"gmtCreate":1658644425601,"gmtModify":1676536186973,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for the insights!&nbsp;","listText":"Thanks for the insights!&nbsp;","text":"Thanks for the insights!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900325609","repostId":"2253111140","repostType":2,"repost":{"id":"2253111140","pubTimestamp":1658625038,"share":"https://www.laohu8.com/m/news/2253111140?lang=&edition=full","pubTime":"2022-07-24 09:10","market":"us","language":"en","title":"Tech Roundup: Earnings Results Show Mixed Messages Across the Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=2253111140","media":"seekingalpha","summary":"The latest earnings season kicked into gear this week, with a little something for everyone as the l","content":"<html><head></head><body><p>The latest earnings season kicked into gear this week, with a little something for everyone as the likes of <a href=\"https://laohu8.com/S/IBM\">IBM</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> and even <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> gave a look at how the various areas of the tech sector have been performing of late.</p><p><a href=\"https://laohu8.com/S/IBM\">IBM</a> got things going with its second-quarter report on Monday. And while Big Blue delivered better-than-expected earnings and revenue, it was the company&#39;s cash-flow outlook that raised investors&#39; concerns. By the time U.S. markets closed on Friday, IBM (IBM) shares had fallen almost 9% during the week.</p><p>After IBM (IBM), it was Netflix&#39;s (NFLX) turn to try to get into the good graces of Wall Street following months of speculation about the streaming TV leader&#39;s subscriber numbers. And, Netflix (NFLX) did say it lost 970,000 subscribers during the second quarter of the year, but...Compared to what had been expectations for a loss of 2M subscribers, Netflix (NFLX) was able to call its latest quarterly results a success.</p><p>And for his part, <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>&#39;s Co-Chief Executive, Reed Hastings said there was &#34;one single thing&#34; that could be pointed to that helped with the company&#39;s better-than-expected subscriber numbers.</p><p>Meanwhile, prior to Netflix&#39;s (NFLX) results, the company outlined details about methods to monetize passwords that its members share with friends and family outside their homes. Netflix (NFLX) said the new fees will be rolled out in five Latin and South American countries, but didn&#39;t give any details about if of when the program will be expanded to other areas.</p><p>Netflix&#39;s (NFLX) results also gave a boost to other companies in the streaming TV industry such as <a href=\"https://laohu8.com/S/ROKU\">Roku</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> and the <a href=\"https://laohu8.com/S/DIS\">Walt Disney Co.</a>.</p><p>AT&amp;T (T) had a rough go of it, as, like IBM (IBM), positive sentiment about the telecom giant&#39;s quarterly results was tempered by the company cutting its cash-flow forecast.</p><p><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> had another busy week, as a judge in Delaware ruled in favor of the company by setting an October trial date for its suit against presumptive buyer Elon Musk. Twitter (TWTR) is seeking to force Musk to go through with his $44B acquisition of the social-media giant.</p><p>And at the end of the week, Twitter (TWTR) said it was issues related to Musk, and the online advertising industry, that caused its second-quarter results to fall shy of expectations.</p><p>Verizon (VZ) shares fell to a five-year-low on Friday after it reported disappointing mobile-phone subscriber numbers and gave an outlook that effectively foresees no noticeable growth ahead.</p><p>And Snap (SNAP)...Oh, Snap (SNAP), what went wrong?</p><p>The company&#39;s shares fell more than 39% on Friday after its quarterly results and forecast suggested more weakness ahead in the market for online advertising, which accounts for nearly all of Snap&#39;s (SNAP) revenue.</p><p>But, all that dust will barely have settled by the time Monday rolls around and even more big-name tech leaders get into the earnings reporting game.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel </a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, Facebook&#39;s <a href=\"https://laohu8.com/S/META\">Meta</a> and Google parent Alphabet (GOOG) (GOOGL) are all on the dock and will get investors&#39; attention with their quarterly reports next week.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel </a> may find the going rough, as Deutsche Bank cut its estimates on the chip giant due to expected weakness in the PC market. Wall Street will look at signs that Apple (AAPL) is seeing growth in areas such as services and its biggest sales source, the iPhone. Meanwhile, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> trimmed its estimates earlier in the quarter, and some analysts have said the software giant may seen some impact on its results from the growing strength in the U.S. dollar.</p></body></html>","source":"seekingalpha","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>Tech Roundup: Earnings Results Show Mixed Messages Across the Industry</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\">\nTech Roundup: Earnings Results Show Mixed Messages Across the Industry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-24 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3859797-tech-roundup-earnings-results-show-mixed-messages-across-the-industry><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The latest earnings season kicked into gear this week, with a little something for everyone as the likes of IBM, Netflix and even Twitter gave a look at how the various areas of the tech sector have ...</p>\n\n<a href=\"https://seekingalpha.com/news/3859797-tech-roundup-earnings-results-show-mixed-messages-across-the-industry\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","T":"美国电话电报","SNAP":"Snap Inc","IBM":"IBM","INTC":"英特尔","NFLX":"奈飞","AAPL":"苹果","MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3859797-tech-roundup-earnings-results-show-mixed-messages-across-the-industry","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2253111140","content_text":"The latest earnings season kicked into gear this week, with a little something for everyone as the likes of IBM, Netflix and even Twitter gave a look at how the various areas of the tech sector have been performing of late.IBM got things going with its second-quarter report on Monday. And while Big Blue delivered better-than-expected earnings and revenue, it was the company's cash-flow outlook that raised investors' concerns. By the time U.S. markets closed on Friday, IBM (IBM) shares had fallen almost 9% during the week.After IBM (IBM), it was Netflix's (NFLX) turn to try to get into the good graces of Wall Street following months of speculation about the streaming TV leader's subscriber numbers. And, Netflix (NFLX) did say it lost 970,000 subscribers during the second quarter of the year, but...Compared to what had been expectations for a loss of 2M subscribers, Netflix (NFLX) was able to call its latest quarterly results a success.And for his part, Netflix's Co-Chief Executive, Reed Hastings said there was \"one single thing\" that could be pointed to that helped with the company's better-than-expected subscriber numbers.Meanwhile, prior to Netflix's (NFLX) results, the company outlined details about methods to monetize passwords that its members share with friends and family outside their homes. Netflix (NFLX) said the new fees will be rolled out in five Latin and South American countries, but didn't give any details about if of when the program will be expanded to other areas.Netflix's (NFLX) results also gave a boost to other companies in the streaming TV industry such as Roku, Paramount Global and the Walt Disney Co..AT&T (T) had a rough go of it, as, like IBM (IBM), positive sentiment about the telecom giant's quarterly results was tempered by the company cutting its cash-flow forecast.Twitter had another busy week, as a judge in Delaware ruled in favor of the company by setting an October trial date for its suit against presumptive buyer Elon Musk. Twitter (TWTR) is seeking to force Musk to go through with his $44B acquisition of the social-media giant.And at the end of the week, Twitter (TWTR) said it was issues related to Musk, and the online advertising industry, that caused its second-quarter results to fall shy of expectations.Verizon (VZ) shares fell to a five-year-low on Friday after it reported disappointing mobile-phone subscriber numbers and gave an outlook that effectively foresees no noticeable growth ahead.And Snap (SNAP)...Oh, Snap (SNAP), what went wrong?The company's shares fell more than 39% on Friday after its quarterly results and forecast suggested more weakness ahead in the market for online advertising, which accounts for nearly all of Snap's (SNAP) revenue.But, all that dust will barely have settled by the time Monday rolls around and even more big-name tech leaders get into the earnings reporting game.Intel , Microsoft , Apple, Facebook's Meta and Google parent Alphabet (GOOG) (GOOGL) are all on the dock and will get investors' attention with their quarterly reports next week.Intel  may find the going rough, as Deutsche Bank cut its estimates on the chip giant due to expected weakness in the PC market. Wall Street will look at signs that Apple (AAPL) is seeing growth in areas such as services and its biggest sales source, the iPhone. Meanwhile, Microsoft trimmed its estimates earlier in the quarter, and some analysts have said the software giant may seen some impact on its results from the growing strength in the U.S. dollar.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076300498,"gmtCreate":1657781954514,"gmtModify":1676536061431,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good analysis&nbsp;","listText":"Good analysis&nbsp;","text":"Good analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076300498","repostId":"1174191896","repostType":2,"repost":{"id":"1174191896","pubTimestamp":1657776259,"share":"https://www.laohu8.com/m/news/1174191896?lang=&edition=full","pubTime":"2022-07-14 13:24","market":"us","language":"en","title":"Apple Vs. Google: There's A Clear Winner","url":"https://stock-news.laohu8.com/highlight/detail?id=1174191896","media":"Seeking Alpha","summary":"SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are simil","content":"<html><head></head><body><p>Summary</p><ul><li>Apple and Google are both wide moat stocks with high margins and strong growth.</li><li>They are similar in many ways, but Google is currently cheaper.</li><li>On the other hand, Apple has higher brand loyalty.</li><li>In this article, I analyze Apple and Google side by side to see which is better.</li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> are two of America’s biggest tech giants. One has a fanatical fan base andextreme brand loyalty, the other is themostubiquitous companyin the world. There’s a strong case to be made for owning both of them, and this author, at least, does.</p><p>However, it is worth exploring which of these two stocks is the better buy. First, it’s valuable as an intellectual exercise. Second, it can help you with position sizing. It’s easy enough to say “Apple and Google are both great companies,” it’s a different matter entirely to say how they should be weighted in your portfolio.</p><p>You can always just buy AAPL and GOOG via the <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>, and enjoy both stocks at their market cap weightings. However, Google has historicallyhad stronger growththanApple, and if that continues, then those who overweight GOOG today will be rewarded.</p><p>So, between Apple and Google, which is the better buy?</p><p>There are many different opinions on this. Warren Buffett owns Apple but not Google, which implies he likes the former better. However, Buffett’s partner Charlie Munger recently commented that GOOG was a great stock that he and Buffett had “missed.” Li Lu, another top value investor, holds Google in addition to Apple.</p><p>As for me personally, I have Google at a higher portfolio weighting than Apple. I think they’re both great companies, but Google was much cheaper than Apple when I started buying the two stocks, despite having better growth. Google’s earnings growth is technically negative due to it owning a stock portfolio during a bear market, but its free cash flow growth is better than Apple’s. I think that Google will outgrow Apple for the foreseeable future, so I see its stock as a somewhat better buy.</p><h3>Competitive Landscape</h3><p>When comparing Apple and Google, we need to look at the competitive landscape they operate in. Both companies are giants in the tech sector, and they offer similar products, including:</p><ul><ul><li></li><li>Smartphone operating systems.</li><li></li><li>App stores.</li><li></li><li>Hardware.</li></ul></ul><p>Generally speaking, Apple is ahead of Google on hardware, but Google is ahead of Apple on software. In 2021, Apple sold240 million iPhones, Google’s Pixel 6 reportedly didn’t sell wellthat year. However, Google’s software has acombined 4.3 billion users, while Apple has1.65 billiontotal users. So, Google software has more reach than Apple’s combined hardware/software ecosystem does. Additionally, Android has about 75% of the smartphone market worldwide, while IOS has 25%.</p><p>The matter is more complicated when we look at revenue. Apple and Google both take revenue cuts from developers on their app stores, and the Apple app store generates way more sales than the Google Play store. In the first quarter, the app store did $21.8 billion in sales, while the play store did $10.7 billion. Android has more installs than IOS, but IOS users, who trend wealthier than average, are more willing to spend money on apps compared to Android users.</p><p>A few other items of note about the competition between Apple and Google:</p><ul><ul><li></li><li>Apple has an ecosystem of apps and hardware which integrate with each other, helping the company collect more revenue per customer.</li><li></li><li>Google also has apps that can work across different devices to create an ecosystem, but because Google software runs mostly on third party hardware, Google doesn’t achieve the full sweep of sales that Apple does (hardware + app downloads + services).</li><li></li><li>Apple and Google also compete in smart watches, a market where Apple has the greatest share out of all manufacturers.</li></ul></ul><p>In addition to the competition between Apple and Google, there are also areas where the two are aligned. Chiefly, in advertising. Google pays Apple$15 billion a yearto be the default IOS search engine. So, both Apple and Google make money off of the success of Google’s advertising platforms. This gives the two companies an edge compared to <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, which is currently losing$10 billion a yearin revenue to Apple’srecent privacy changes.</p><h3>Comparative Valuation</h3><p>When we look at Apple and Google side by side, we can see clearly that they are both incredibly well positioned in the tech industry. It’s very difficult to say which of the two is better positioned. They both control mobile platforms, which make them less vulnerable to competitors than Meta, <b>Snap</b>(SNAP) and others. As for the comparison between Apple and Google: that’s less clear, because their structural advantages are very similar.</p><p>In order to break the tie between Apple and Google, then, we’ll have to do a comparative valuation. Assuming both companies are equally entrenched in the market, then the one that’s cheaper relative to intrinsic value is the better buy.</p><p>First though, we need to look at both companies’ trailing 12-month (“TTM”) financials side by side.</p><h3>Financials</h3><p>In the table below, I have presented some TTM financials for Apple and Google, courtesy of Seeking Alpha Quant:</p><p><img src=\"https://static.tigerbbs.com/df6ddfcce9f1672db46d9aecca3ff169\" tg-width=\"848\" tg-height=\"566\" width=\"100%\" height=\"auto\"/>Using the table above, some key ratios for the two companies can be calculated as follows:</p><p><img src=\"https://static.tigerbbs.com/7d405e8d59435b7e246742a416c516de\" tg-width=\"823\" tg-height=\"338\" width=\"100%\" height=\"auto\"/>As you can see, Apple takes the cake on 2 out of 3 profitability ratios, but Google has better debt to equity and current ratios. These data seem to suggest that Apple is more profitable, while Google has the better balance sheet. We can confirm my profitability analysis by looking at Seeking Alpha Quant&#39;s ratios:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46f7e66ffa0a24e70076b788d7c34db9\" tg-width=\"640\" tg-height=\"914\" width=\"100%\" height=\"auto\"/><span>AAPL profitability (Seeking Alpha Quant)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ded8e928d6a71cc356992117037ba88\" tg-width=\"640\" tg-height=\"947\" width=\"100%\" height=\"auto\"/><span>GOOG profitability (Seeking Alpha Quant)</span></p><p>The numbers from Seeking Alpha Quant differ from mine slightly, but basically agree that Apple and Google have similar profitability ratios. Apple has a vastly superior return on equity, though--near&#39;s five times Google&#39;s. Given the closeness of all the metrics apart from ROE and ROA, those can serve as tie breakers, giving Apple the win on profitability.</p><p>The balance sheet comparison isn&#39;t close. Apple&#39;s debt to equity ratio is 30 times higher than Google&#39;s, while its current ratio is only a third of Google&#39;s. These data suggest that Google is more liquid, and more solvent, than Apple. Below I&#39;ve compiled some third-party ratios by MacroTrends, which agree with my analysis that Google has fewer liabilities relative to assets, both long term and current, compared to Apple.</p><p><img src=\"https://static.tigerbbs.com/0a908a9a1fd9294691b9169408a1b189\" tg-width=\"640\" tg-height=\"83\" width=\"100%\" height=\"auto\"/>The tables above clearly show that Google&#39;s liquidity ratios are higher than Apple&#39;s, and its debt ratios lower--this suggests higher liquidity and solvency.</p><h3>Valuation</h3><p>Armed with Apple and Google&#39;s financials, we can now move on to valuation. So far, our comparison basically favors Google: it has a much better balance sheet than Apple does. But which stock is a better value?</p><p>According to Seeking Alpha Quant, some key valuation metrics for Apple and Google include:</p><p>For a more forward-looking valuation, we can do a DCF model. Assuming an 8% discount rate, a 0% perpetual growth rate, and using 5-year historical FCF growth rates for both stocks, my DCF model yielded these fair values:</p><ul><li>Google: $2,702.</li><li>Apple: $171.</li></ul><p>Both get valuations above their current prices, but Google&#39;s upside (20%) is higher than Apple&#39;s (17.9%).</p><p>When we factor in both multiples and discounted cash flows, there’s no question:</p><p><i>Google wins on valuation.</i></p><p>All of the multiples are much lower for Google than for Apple, and Google&#39;s fair value is higher. Additionally, Google has much higher historical revenue growth than Apple does. In the last 12 months, Googlegrew revenue at 37%, Apple atonly 18.6%. In the most recent quarter, Google reported an earnings decline, whereas Apple’s earnings grew. However, Google’s earnings decline was mainly due to having stocks on its balance sheet. GAAP accounting rules require companies to count stock price fluctuations as part of earnings, which results in losses when stocks go down. It does not, however, reflect operating performance: Google’soperating cash flowgrew 9% in Q1.</p><p>Conclusion: Google is the Better Long-Term Value</p><p>Having considered competitive, financial and valuation factors, I conclude that Google is a better value than Apple at today’s prices. To recap the results of each section of my analysis:</p><ul><li><p>Competitive position: tie.</p></li><li><p>Profitability: slight win by Apple.</p></li><li><p>Balance sheet: huge win by Google.</p></li><li><p>Valuation: huge win by Google.</p></li><li><p>Growth: small win by Google.</p></li></ul><p>Out of the five factors I’ve looked at, Google wins on three, Apple wins on one, and one is a tie. The former stock has more things going for it than the latter does. For this reason, I have Google overweighted in my portfolio relative to Apple.</p><h3>Risks and Challenges</h3><p>While my analysis shows that Google has more advantages over Apple than vice versa, I am heavily relying on quantifiable factors here. There’s a plausible case to be made that Apple beats Google on “soft” factors, such as marketing and branding. Everybody knows AAPL has a great brand - how much is it worth exactly? It’s hard to say. Brand recognition gives companies pricing power, and Apple has a lot more of that than Google does. It is possible that, over time, Apple’s brand power will prevail over Google’s ubiquity. There is no way to fit that possibility into a quantitative model, but it exists.</p><p>There’s also the possibility of short-term volatility in Google after this month’s earnings release. Both Apple and Google are releasing earnings in a few weeks, and Google is vulnerable due to its equity investments. When equities decline in price, their “losses” take a bite out of earnings for companies that hold them. This factor will work against Google in the upcoming release, as itholds positionsin struggling stocks like <b>UiPath</b>(PATH).</p><p>There are also risks to investors choosing to go long both of these stocks. The Federal Reserve israising interest ratesthis year, and rate hikes aren’t usually good for tech stocks. The higher the risk-free rate, the less valuable future growth is. High interest rates generally make value stocks more appealing than growth stocks, and neither Google nor Apple is really in ‘value’ territory just yet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Google: There's A Clear Winner</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Vs. Google: There's A Clear Winner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 13:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4523185-apple-vs-google-stock-clear-winner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are similar in many ways, but Google is currently cheaper.On the other hand, Apple has higher brand loyalty....</p>\n\n<a href=\"https://seekingalpha.com/article/4523185-apple-vs-google-stock-clear-winner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AAPL":"苹果","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4523185-apple-vs-google-stock-clear-winner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174191896","content_text":"SummaryApple and Google are both wide moat stocks with high margins and strong growth.They are similar in many ways, but Google is currently cheaper.On the other hand, Apple has higher brand loyalty.In this article, I analyze Apple and Google side by side to see which is better.Apple and Alphabet are two of America’s biggest tech giants. One has a fanatical fan base andextreme brand loyalty, the other is themostubiquitous companyin the world. There’s a strong case to be made for owning both of them, and this author, at least, does.However, it is worth exploring which of these two stocks is the better buy. First, it’s valuable as an intellectual exercise. Second, it can help you with position sizing. It’s easy enough to say “Apple and Google are both great companies,” it’s a different matter entirely to say how they should be weighted in your portfolio.You can always just buy AAPL and GOOG via the Invesco QQQ Trust, and enjoy both stocks at their market cap weightings. However, Google has historicallyhad stronger growththanApple, and if that continues, then those who overweight GOOG today will be rewarded.So, between Apple and Google, which is the better buy?There are many different opinions on this. Warren Buffett owns Apple but not Google, which implies he likes the former better. However, Buffett’s partner Charlie Munger recently commented that GOOG was a great stock that he and Buffett had “missed.” Li Lu, another top value investor, holds Google in addition to Apple.As for me personally, I have Google at a higher portfolio weighting than Apple. I think they’re both great companies, but Google was much cheaper than Apple when I started buying the two stocks, despite having better growth. Google’s earnings growth is technically negative due to it owning a stock portfolio during a bear market, but its free cash flow growth is better than Apple’s. I think that Google will outgrow Apple for the foreseeable future, so I see its stock as a somewhat better buy.Competitive LandscapeWhen comparing Apple and Google, we need to look at the competitive landscape they operate in. Both companies are giants in the tech sector, and they offer similar products, including:Smartphone operating systems.App stores.Hardware.Generally speaking, Apple is ahead of Google on hardware, but Google is ahead of Apple on software. In 2021, Apple sold240 million iPhones, Google’s Pixel 6 reportedly didn’t sell wellthat year. However, Google’s software has acombined 4.3 billion users, while Apple has1.65 billiontotal users. So, Google software has more reach than Apple’s combined hardware/software ecosystem does. Additionally, Android has about 75% of the smartphone market worldwide, while IOS has 25%.The matter is more complicated when we look at revenue. Apple and Google both take revenue cuts from developers on their app stores, and the Apple app store generates way more sales than the Google Play store. In the first quarter, the app store did $21.8 billion in sales, while the play store did $10.7 billion. Android has more installs than IOS, but IOS users, who trend wealthier than average, are more willing to spend money on apps compared to Android users.A few other items of note about the competition between Apple and Google:Apple has an ecosystem of apps and hardware which integrate with each other, helping the company collect more revenue per customer.Google also has apps that can work across different devices to create an ecosystem, but because Google software runs mostly on third party hardware, Google doesn’t achieve the full sweep of sales that Apple does (hardware + app downloads + services).Apple and Google also compete in smart watches, a market where Apple has the greatest share out of all manufacturers.In addition to the competition between Apple and Google, there are also areas where the two are aligned. Chiefly, in advertising. Google pays Apple$15 billion a yearto be the default IOS search engine. So, both Apple and Google make money off of the success of Google’s advertising platforms. This gives the two companies an edge compared to Meta Platforms, which is currently losing$10 billion a yearin revenue to Apple’srecent privacy changes.Comparative ValuationWhen we look at Apple and Google side by side, we can see clearly that they are both incredibly well positioned in the tech industry. It’s very difficult to say which of the two is better positioned. They both control mobile platforms, which make them less vulnerable to competitors than Meta, Snap(SNAP) and others. As for the comparison between Apple and Google: that’s less clear, because their structural advantages are very similar.In order to break the tie between Apple and Google, then, we’ll have to do a comparative valuation. Assuming both companies are equally entrenched in the market, then the one that’s cheaper relative to intrinsic value is the better buy.First though, we need to look at both companies’ trailing 12-month (“TTM”) financials side by side.FinancialsIn the table below, I have presented some TTM financials for Apple and Google, courtesy of Seeking Alpha Quant:Using the table above, some key ratios for the two companies can be calculated as follows:As you can see, Apple takes the cake on 2 out of 3 profitability ratios, but Google has better debt to equity and current ratios. These data seem to suggest that Apple is more profitable, while Google has the better balance sheet. We can confirm my profitability analysis by looking at Seeking Alpha Quant's ratios:AAPL profitability (Seeking Alpha Quant)GOOG profitability (Seeking Alpha Quant)The numbers from Seeking Alpha Quant differ from mine slightly, but basically agree that Apple and Google have similar profitability ratios. Apple has a vastly superior return on equity, though--near's five times Google's. Given the closeness of all the metrics apart from ROE and ROA, those can serve as tie breakers, giving Apple the win on profitability.The balance sheet comparison isn't close. Apple's debt to equity ratio is 30 times higher than Google's, while its current ratio is only a third of Google's. These data suggest that Google is more liquid, and more solvent, than Apple. Below I've compiled some third-party ratios by MacroTrends, which agree with my analysis that Google has fewer liabilities relative to assets, both long term and current, compared to Apple.The tables above clearly show that Google's liquidity ratios are higher than Apple's, and its debt ratios lower--this suggests higher liquidity and solvency.ValuationArmed with Apple and Google's financials, we can now move on to valuation. So far, our comparison basically favors Google: it has a much better balance sheet than Apple does. But which stock is a better value?According to Seeking Alpha Quant, some key valuation metrics for Apple and Google include:For a more forward-looking valuation, we can do a DCF model. Assuming an 8% discount rate, a 0% perpetual growth rate, and using 5-year historical FCF growth rates for both stocks, my DCF model yielded these fair values:Google: $2,702.Apple: $171.Both get valuations above their current prices, but Google's upside (20%) is higher than Apple's (17.9%).When we factor in both multiples and discounted cash flows, there’s no question:Google wins on valuation.All of the multiples are much lower for Google than for Apple, and Google's fair value is higher. Additionally, Google has much higher historical revenue growth than Apple does. In the last 12 months, Googlegrew revenue at 37%, Apple atonly 18.6%. In the most recent quarter, Google reported an earnings decline, whereas Apple’s earnings grew. However, Google’s earnings decline was mainly due to having stocks on its balance sheet. GAAP accounting rules require companies to count stock price fluctuations as part of earnings, which results in losses when stocks go down. It does not, however, reflect operating performance: Google’soperating cash flowgrew 9% in Q1.Conclusion: Google is the Better Long-Term ValueHaving considered competitive, financial and valuation factors, I conclude that Google is a better value than Apple at today’s prices. To recap the results of each section of my analysis:Competitive position: tie.Profitability: slight win by Apple.Balance sheet: huge win by Google.Valuation: huge win by Google.Growth: small win by Google.Out of the five factors I’ve looked at, Google wins on three, Apple wins on one, and one is a tie. The former stock has more things going for it than the latter does. For this reason, I have Google overweighted in my portfolio relative to Apple.Risks and ChallengesWhile my analysis shows that Google has more advantages over Apple than vice versa, I am heavily relying on quantifiable factors here. There’s a plausible case to be made that Apple beats Google on “soft” factors, such as marketing and branding. Everybody knows AAPL has a great brand - how much is it worth exactly? It’s hard to say. Brand recognition gives companies pricing power, and Apple has a lot more of that than Google does. It is possible that, over time, Apple’s brand power will prevail over Google’s ubiquity. There is no way to fit that possibility into a quantitative model, but it exists.There’s also the possibility of short-term volatility in Google after this month’s earnings release. Both Apple and Google are releasing earnings in a few weeks, and Google is vulnerable due to its equity investments. When equities decline in price, their “losses” take a bite out of earnings for companies that hold them. This factor will work against Google in the upcoming release, as itholds positionsin struggling stocks like UiPath(PATH).There are also risks to investors choosing to go long both of these stocks. The Federal Reserve israising interest ratesthis year, and rate hikes aren’t usually good for tech stocks. The higher the risk-free rate, the less valuable future growth is. High interest rates generally make value stocks more appealing than growth stocks, and neither Google nor Apple is really in ‘value’ territory just yet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071860548,"gmtCreate":1657509241884,"gmtModify":1676536017037,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great insight!&nbsp;","listText":"Great insight!&nbsp;","text":"Great insight!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071860548","repostId":"2250675977","repostType":4,"repost":{"id":"2250675977","pubTimestamp":1657505221,"share":"https://www.laohu8.com/m/news/2250675977?lang=&edition=full","pubTime":"2022-07-11 10:07","market":"us","language":"en","title":"Microsoft: Undervalued Tech Titan With Roaring Revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=2250675977","media":"seekingalpha","summary":"Microsoft is a $2 trillion mammoth of the technology industry which really needs no introduction... ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> is a $2 trillion mammoth of the technology industry which really needs no introduction... but here is one anyway. Founded in 1975 Microsoft battled, acquired and stormed its way to a monopoly like position in personal computing with its Windows operating system and accompanying software. Although, they weren&#39;t the first in many office applications from Excel, which was predated by Apple&#39;s (AAPL) Visicalc in 1979 to Lotus Software which gained a first mover advantage in office applications, Microsoft still managed to come out on top. When Bill Gates handed over the reins to Satya Nadella in 2014, he had big shoes to fill. Nadella has rose to the challenge and delivered to shareholders over a 500% return since 2014. Despite having such a large revenue base ($168 billion in revenue in FY21) the company has consistently delivered a 15% average revenue growth rate over the past 5 years.</p><p>The stock price has pulled back by ~20% since the highs in December 2021. This was mainly driven by the high inflation, rising interest rate environment in addition to forex headwinds and regulatory scrutiny. But for a mammoth like Microsoft these are like flies on a freight train. The stock is now undervalued intrinsically and guidance is still strong. Thus, let&#39;s dive into the solid Business Model, Financials and Valuation for this Tech Titan.</p><h2><b>Solid Business Model</b></h2><p>Microsoft&#39;s mission to &#34;empower every person and organization&#34; on the planet to achieve more. It accomplishes this through its robust business model, which can be divided into three main segments.</p><ol><li>Productivity and Business Processes</li><li>Intelligent Cloud</li><li>More Personal Computing</li></ol><h4>i. Productivity and Business</h4><p>The Productivity suite includes Microsoft Office 365 which had approximately 345 million paid seats as of the first quarter of 2022. This was up a blistering 72% since the 200 million paid seats in early 2020. This growth was driven by the need for enterprises to offer secure and fast remote working to employees. Microsoft Teams had 270 million monthly active users (as of Q421) which makes it one of the most popular Video conferencing platform in the world. <a href=\"https://laohu8.com/S/ZM\">Zoom</a> (ZM) reportedly has 300 million daily active users and thus may be slightly ahead, although the data on exact users is scarce. The world&#39;s number one professional social network LinkedIn is also part of Microsoft and saw revenue growth of 34% YoY, driven by a strong job market.</p><h4><b>ii. Intelligent Cloud</b></h4><p>Microsoft Azure is the 2nd largest cloud provider globally with a 21% market share as of Q421. Amazon Web Services (AMZN) is the largest with 33% and Google Cloud trails the &#34;Big two&#34; with a 10% market share.</p><p></p><p><img src=\"https://static.tigerbbs.com/1d7ec5dcc7cacec3368c8d90f8227ed7\" tg-width=\"640\" tg-height=\"640\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cloud Market share (Statista)</p><p></p><p>Cloud is the fastest growing part of Microsoft&#39;s business and saw a major boost during the pandemic as more enterprises went through a &#34;Digital Transformation&#34;. The global cloud computing market was worth $445 billion in 2021 and is forecasted to grow at 16.3% CAGR to nearly $1 trillion by 2026. Microsoft&#39;s Cloud segment has historically grown faster than the industry with a 29% growth rate achieved for the quarter ending in March 2022. Azure benefits from economies of scale as a big three cloud provider. They can deploy computational resources at a lower cost per unity and thus have a strong moat despite offering what seemingly is a commodity (computing resources).</p><p>The &#34;Intelligent Edge&#34; is also another growth driver which aims to bring the power of the data centre locally to IoT (Internet of Things) devices. This is set to enable a host of new applications where live data transfer is a necessity to the experience. For example, with regards to 3D video live streaming, AI, Augmented Reality and the Metaverse.</p><h4><b>iii. More Personal Computing</b></h4><p>The More Personal Computing offers a mix of hardware, software, and gaming systems. These include the Microsoft Xbox, which competes with the Sony PlayStation (SNE) and Nintendo (OTCPK:NTDOY). PlayStation is currently leading the pack with a 43% share of the console market, followed by Nintendo at 37% and Xbox with 20%. However, Gaming market analysts predict Xbox to a 7% market share by 2026, while PlayStation would lose a 4% share and Nintendo 3%. Part of this growth is forecasted to be driven by the Latin American market, where online distribution and cloud gaming is expected to equal increased growth for the Xbox.</p><p></p><p><img src=\"https://static.tigerbbs.com/d4bd60f679c7e452afb81329e0dcffc8\" tg-width=\"640\" tg-height=\"593\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gaming Console Market share forecast (DFC intelligence)</p><p></p><h4><b>Metaverse</b></h4><p>Microsoft has all the ingredients to make the Metaverse a reality and easily scale mass adoption. The Azure Cloud service would act as a cost efficient backbone for the technology. While the VR headset (Microsoft HoloLens) combined with Teams&#39; 370 monthly active users, enables easy connection into the space. Microsoft&#39;s Gaming roots from the Xbox, its array of gaming studios and even the recently announced acquisition of Gaming giant Activision Blizzard will all give Microsoft an edge over competitors such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META), formerly Facebook. Meta has the vast social network, but I believe they may be lacking on the gaming software side.</p><p></p><p><img src=\"https://static.tigerbbs.com/dab6af904d10673ddd3744ba7cac3d3b\" tg-width=\"600\" tg-height=\"841\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Metaverse (Microsoft Metaverse Presentation)</p><p></p><p>Microsoft&#39;s Mesh platform is set to enable the connection with a &#34;holographic presence&#34; and enable mixed reality experiences for organisations, to build that sense of &#34;presence&#34;. The Virtual reality industry is forecasted to grow from $16.7 billion in 2022 to over $227 billion by 2029, expanding by a blistering CAGR of 45%.</p><p></p><p><img src=\"https://static.tigerbbs.com/268289d87b43ab0c19849733db96a019\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Microsoft Mesh Hologram preview (Microsoft)</p><p>With regards to Headsets, Meta&#39;s Oculus is leading the pack in VR headsets with an 80% market share as of Q421. However, I believe Microsoft HoloLens can carve out a substantial gap in the Enterprise and Manufacturing industry. According to a recent review of the latest HoloLens vs Oculus, they state:</p><blockquote>&#34;With the Microsoft HoloLens 2, engineers can overlay information about a machine onto the device itself and see instructions in front of them, without having to search through a manual.</blockquote><blockquote>If you&#39;re hoping to empower professionals in the field, support specialists in challenging environments, and enable more immersive creative experiences, the HoloLens 2 is the right pick&#34;.</blockquote><p>Back in college I designed an early prototype of a similar augmented reality solution which was used by the manufacturing industry thus you could say I have roots in the market. Today, HoloLens is used by the world&#39;s largest automotive company (by volume) Toyota (TM) for vehicle repairs, training of employees and maintenance. Although the whole idea of the &#34;Metaverse&#34; is still yet to materialise into real revenues it offers low risk optionality in Microsoft&#39;s stock. Whereas, with a company like Meta Platforms, they are literally betting the future of &#34;Facebook&#34; on the idea, which is more risky for investors.</p><h2>Roaring Financials</h2><p>Microsoft announced strong earnings for the quarter ending March 31st 2022. It generated revenue of $49.4 billion, up a blistering 18% year over year. This revenue growth was driven by the rapidly growing cloud segment which increased by 26% to $19.1 billion or 40% of revenues. Productivity and Business Process revenue popped by 17% to $15.8 billion. This was driven by strong growth (17%) in Office 365 commercial revenue and Dynamics 365 which increased by 35%. LinkedIn also showed strong growth with revenue for this segment increasing by 34%.</p><p>The &#34;More Personal Computing&#34; segment popped by 11% to $14.5 billion, driven by Windows Commercial Products revenue (up 14%) and Advertising revenue (up 23%).</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35aff492ae225b130373d751d1a97b06\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Operating income increased by a rapid 19% YoY and net income jumped by 8% to $16.7 billion for the quarter ending March 31st 2022. Diluted earnings per share were $2.22, which beat analyst expectations by $0.02 and increased by 9% GAAP year over year. Microsoft has an extremely high gross margin of 69% and operating margin of 43%, which is substantially higher than the 25% average for the software industry. In short, Microsoft is a cash generating machine with high margins and growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45dcbf4d1b3612be2c913666bc27fba9\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Microsoft has a fortress balance sheet with $105 billion in cash and short term investments. They have a substantial $48 billion in long term debt but just $1.7 billion is in short term debt and thus manageable. In the latest quarter Microsoft returned $12.4 billion to shareholders through buybacks and dividends, up 25% compared to the same period last year. At the time of writing Microsoft pays a 0.93% dividend, this isn&#39;t very high but is better than most technology companies which don&#39;t usually pay any dividend at all. As an investor I would actually be worried if they started to increase the dividend as it would likely mean they didn&#39;t have sufficient investment opportunities for growth. The Seeking Alpha Dividend Grades below show an A+ for Dividend Safety and A for Consistency. As mentioned prior the &#34;D&#34; rating for Yield makes sense and is not a negative as far as I&#39;m concerned.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbd0861e5060a24ed53b51d281274925\" tg-width=\"640\" tg-height=\"171\" width=\"100%\" height=\"auto\"/><span>Dividend Microsoft (Seeking Alpha)</span></p><p><b>Valuation</b></p><p>In order to value Microsoft I have plugged the latest financials into my advanced valuation model, which uses the discounted cash flow method of valuation. I have forecasted 15% revenue growth for next year and 16% for the next 2 to 5 years in line with analyst estimates.</p><p></p><p><img src=\"https://static.tigerbbs.com/972203f4e755978beb4edbf9e403415d\" tg-width=\"640\" tg-height=\"294\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Microsoft Valuation Model (created by author Ben at Motivation 2 invest)</p><p>I have forecasted the operating margin to increase slightly to 46% over the next 5 years, as Cloud becomes a great portion of revenue and the company reaches even greater scale.<img src=\"https://static.tigerbbs.com/32035eed6ae837af10d0ad1c1c2f7b2d\" tg-width=\"640\" tg-height=\"456\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Microsoft Stock Valuation (created by author Ben at Motivation 2 invest)</p><p>Given these factors I get a fair value of $294/share, the stock is currently trading at ~$267/share and thus is ~10% undervalued.</p><p>Microsoft also trades at a forward Price to Earnings ratio = 25, which is lower than historic levels seen in 2020. The company also has immensely better margins than Amazon which in my eyes is a testament to the quality of the business model.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20b6e637aa82fc0a77e2195af17a88c8\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Amazon&#39;s low operating margin gives them a sky high PE ratio = 56, which is more expensive than Microsoft which trades at a PE Ratio = 28. However, Alphabet trades cheaper with a PE = 22, but that company&#39;s revenues are notoriously more volatile due to advertisers pulling ad spend at the first sign of any &#34;recession&#34; or &#34;headwind&#34;. As Alphabet makes ~90% of its revenue from advertising, they are less diversified than Microsoft.</p><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e6ae7d7926b66b2b1b0cf3e482e0a68\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p>Risks</h2><h4>Activision Merger Under Scrutiny</h4><p>The proposed $69 billion acquisition of Activision Blizzard has recently come under scrutiny from UK regulators. They announced an investigation to see if the merger will impact competitive dynamics. If the deal doesn&#39;t go through Microsoft will have to pay between $2 billion and $3 billion. Although, this is not a gamechanger for Microsoft as they have over $100 billion in cash and short term investments of its balance sheet, it is still not &#34;change&#34; by any means.</p><h4><b>Antitrust Concerns</b></h4><p>The prior point highlights the risk of further scrutiny, lawsuits and even fines by regulators. With a $2 trillion market cap, Microsoft can&#39;t really hide and is a prime target for attacks. As far as I&#39;m concerned this is just part of the cost of being successful and will not be a major issue, but it is still a risk which can impact stock prices in the short term.</p><h2>Final Thoughts</h2><p>Microsoft is a mammoth of the technology industry and have some of the highest margins in the industry. The have multiple engines of growth which include its rapidly growing Cloud business to Microsoft 365. The Dominant professional social network (LinkedIn) and one of the &#34;big two&#34; gaming consoles (Xbox) also helps to further diversify the revenue of this giant. Microsoft has the potential to become a leader in the &#34;Metaverse&#34; which adds optionality to the stock, while the stock is currently undervalued at the time of writing. Overall, Microsoft has all the ingredients to continue its dominance for the decades ahead.</p></body></html>","source":"seekingalpha","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>Microsoft: Undervalued Tech Titan With Roaring Revenue</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\">\nMicrosoft: Undervalued Tech Titan With Roaring Revenue\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522586-microsoft-undervalued-tech-titan-roaring-revenue><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft is a $2 trillion mammoth of the technology industry which really needs no introduction... but here is one anyway. Founded in 1975 Microsoft battled, acquired and stormed its way to a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522586-microsoft-undervalued-tech-titan-roaring-revenue\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4522586-microsoft-undervalued-tech-titan-roaring-revenue","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2250675977","content_text":"Microsoft is a $2 trillion mammoth of the technology industry which really needs no introduction... but here is one anyway. Founded in 1975 Microsoft battled, acquired and stormed its way to a monopoly like position in personal computing with its Windows operating system and accompanying software. Although, they weren't the first in many office applications from Excel, which was predated by Apple's (AAPL) Visicalc in 1979 to Lotus Software which gained a first mover advantage in office applications, Microsoft still managed to come out on top. When Bill Gates handed over the reins to Satya Nadella in 2014, he had big shoes to fill. Nadella has rose to the challenge and delivered to shareholders over a 500% return since 2014. Despite having such a large revenue base ($168 billion in revenue in FY21) the company has consistently delivered a 15% average revenue growth rate over the past 5 years.The stock price has pulled back by ~20% since the highs in December 2021. This was mainly driven by the high inflation, rising interest rate environment in addition to forex headwinds and regulatory scrutiny. But for a mammoth like Microsoft these are like flies on a freight train. The stock is now undervalued intrinsically and guidance is still strong. Thus, let's dive into the solid Business Model, Financials and Valuation for this Tech Titan.Solid Business ModelMicrosoft's mission to \"empower every person and organization\" on the planet to achieve more. It accomplishes this through its robust business model, which can be divided into three main segments.Productivity and Business ProcessesIntelligent CloudMore Personal Computingi. Productivity and BusinessThe Productivity suite includes Microsoft Office 365 which had approximately 345 million paid seats as of the first quarter of 2022. This was up a blistering 72% since the 200 million paid seats in early 2020. This growth was driven by the need for enterprises to offer secure and fast remote working to employees. Microsoft Teams had 270 million monthly active users (as of Q421) which makes it one of the most popular Video conferencing platform in the world. Zoom (ZM) reportedly has 300 million daily active users and thus may be slightly ahead, although the data on exact users is scarce. The world's number one professional social network LinkedIn is also part of Microsoft and saw revenue growth of 34% YoY, driven by a strong job market.ii. Intelligent CloudMicrosoft Azure is the 2nd largest cloud provider globally with a 21% market share as of Q421. Amazon Web Services (AMZN) is the largest with 33% and Google Cloud trails the \"Big two\" with a 10% market share.Cloud Market share (Statista)Cloud is the fastest growing part of Microsoft's business and saw a major boost during the pandemic as more enterprises went through a \"Digital Transformation\". The global cloud computing market was worth $445 billion in 2021 and is forecasted to grow at 16.3% CAGR to nearly $1 trillion by 2026. Microsoft's Cloud segment has historically grown faster than the industry with a 29% growth rate achieved for the quarter ending in March 2022. Azure benefits from economies of scale as a big three cloud provider. They can deploy computational resources at a lower cost per unity and thus have a strong moat despite offering what seemingly is a commodity (computing resources).The \"Intelligent Edge\" is also another growth driver which aims to bring the power of the data centre locally to IoT (Internet of Things) devices. This is set to enable a host of new applications where live data transfer is a necessity to the experience. For example, with regards to 3D video live streaming, AI, Augmented Reality and the Metaverse.iii. More Personal ComputingThe More Personal Computing offers a mix of hardware, software, and gaming systems. These include the Microsoft Xbox, which competes with the Sony PlayStation (SNE) and Nintendo (OTCPK:NTDOY). PlayStation is currently leading the pack with a 43% share of the console market, followed by Nintendo at 37% and Xbox with 20%. However, Gaming market analysts predict Xbox to a 7% market share by 2026, while PlayStation would lose a 4% share and Nintendo 3%. Part of this growth is forecasted to be driven by the Latin American market, where online distribution and cloud gaming is expected to equal increased growth for the Xbox.Gaming Console Market share forecast (DFC intelligence)MetaverseMicrosoft has all the ingredients to make the Metaverse a reality and easily scale mass adoption. The Azure Cloud service would act as a cost efficient backbone for the technology. While the VR headset (Microsoft HoloLens) combined with Teams' 370 monthly active users, enables easy connection into the space. Microsoft's Gaming roots from the Xbox, its array of gaming studios and even the recently announced acquisition of Gaming giant Activision Blizzard will all give Microsoft an edge over competitors such as Meta Platforms (META), formerly Facebook. Meta has the vast social network, but I believe they may be lacking on the gaming software side.Metaverse (Microsoft Metaverse Presentation)Microsoft's Mesh platform is set to enable the connection with a \"holographic presence\" and enable mixed reality experiences for organisations, to build that sense of \"presence\". The Virtual reality industry is forecasted to grow from $16.7 billion in 2022 to over $227 billion by 2029, expanding by a blistering CAGR of 45%.Microsoft Mesh Hologram preview (Microsoft)With regards to Headsets, Meta's Oculus is leading the pack in VR headsets with an 80% market share as of Q421. However, I believe Microsoft HoloLens can carve out a substantial gap in the Enterprise and Manufacturing industry. According to a recent review of the latest HoloLens vs Oculus, they state:\"With the Microsoft HoloLens 2, engineers can overlay information about a machine onto the device itself and see instructions in front of them, without having to search through a manual.If you're hoping to empower professionals in the field, support specialists in challenging environments, and enable more immersive creative experiences, the HoloLens 2 is the right pick\".Back in college I designed an early prototype of a similar augmented reality solution which was used by the manufacturing industry thus you could say I have roots in the market. Today, HoloLens is used by the world's largest automotive company (by volume) Toyota (TM) for vehicle repairs, training of employees and maintenance. Although the whole idea of the \"Metaverse\" is still yet to materialise into real revenues it offers low risk optionality in Microsoft's stock. Whereas, with a company like Meta Platforms, they are literally betting the future of \"Facebook\" on the idea, which is more risky for investors.Roaring FinancialsMicrosoft announced strong earnings for the quarter ending March 31st 2022. It generated revenue of $49.4 billion, up a blistering 18% year over year. This revenue growth was driven by the rapidly growing cloud segment which increased by 26% to $19.1 billion or 40% of revenues. Productivity and Business Process revenue popped by 17% to $15.8 billion. This was driven by strong growth (17%) in Office 365 commercial revenue and Dynamics 365 which increased by 35%. LinkedIn also showed strong growth with revenue for this segment increasing by 34%.The \"More Personal Computing\" segment popped by 11% to $14.5 billion, driven by Windows Commercial Products revenue (up 14%) and Advertising revenue (up 23%).Data by YChartsOperating income increased by a rapid 19% YoY and net income jumped by 8% to $16.7 billion for the quarter ending March 31st 2022. Diluted earnings per share were $2.22, which beat analyst expectations by $0.02 and increased by 9% GAAP year over year. Microsoft has an extremely high gross margin of 69% and operating margin of 43%, which is substantially higher than the 25% average for the software industry. In short, Microsoft is a cash generating machine with high margins and growth.Data by YChartsMicrosoft has a fortress balance sheet with $105 billion in cash and short term investments. They have a substantial $48 billion in long term debt but just $1.7 billion is in short term debt and thus manageable. In the latest quarter Microsoft returned $12.4 billion to shareholders through buybacks and dividends, up 25% compared to the same period last year. At the time of writing Microsoft pays a 0.93% dividend, this isn't very high but is better than most technology companies which don't usually pay any dividend at all. As an investor I would actually be worried if they started to increase the dividend as it would likely mean they didn't have sufficient investment opportunities for growth. The Seeking Alpha Dividend Grades below show an A+ for Dividend Safety and A for Consistency. As mentioned prior the \"D\" rating for Yield makes sense and is not a negative as far as I'm concerned.Dividend Microsoft (Seeking Alpha)ValuationIn order to value Microsoft I have plugged the latest financials into my advanced valuation model, which uses the discounted cash flow method of valuation. I have forecasted 15% revenue growth for next year and 16% for the next 2 to 5 years in line with analyst estimates.Microsoft Valuation Model (created by author Ben at Motivation 2 invest)I have forecasted the operating margin to increase slightly to 46% over the next 5 years, as Cloud becomes a great portion of revenue and the company reaches even greater scale.Microsoft Stock Valuation (created by author Ben at Motivation 2 invest)Given these factors I get a fair value of $294/share, the stock is currently trading at ~$267/share and thus is ~10% undervalued.Microsoft also trades at a forward Price to Earnings ratio = 25, which is lower than historic levels seen in 2020. The company also has immensely better margins than Amazon which in my eyes is a testament to the quality of the business model.Data by YChartsAmazon's low operating margin gives them a sky high PE ratio = 56, which is more expensive than Microsoft which trades at a PE Ratio = 28. However, Alphabet trades cheaper with a PE = 22, but that company's revenues are notoriously more volatile due to advertisers pulling ad spend at the first sign of any \"recession\" or \"headwind\". As Alphabet makes ~90% of its revenue from advertising, they are less diversified than Microsoft.Data by YChartsRisksActivision Merger Under ScrutinyThe proposed $69 billion acquisition of Activision Blizzard has recently come under scrutiny from UK regulators. They announced an investigation to see if the merger will impact competitive dynamics. If the deal doesn't go through Microsoft will have to pay between $2 billion and $3 billion. Although, this is not a gamechanger for Microsoft as they have over $100 billion in cash and short term investments of its balance sheet, it is still not \"change\" by any means.Antitrust ConcernsThe prior point highlights the risk of further scrutiny, lawsuits and even fines by regulators. With a $2 trillion market cap, Microsoft can't really hide and is a prime target for attacks. As far as I'm concerned this is just part of the cost of being successful and will not be a major issue, but it is still a risk which can impact stock prices in the short term.Final ThoughtsMicrosoft is a mammoth of the technology industry and have some of the highest margins in the industry. The have multiple engines of growth which include its rapidly growing Cloud business to Microsoft 365. The Dominant professional social network (LinkedIn) and one of the \"big two\" gaming consoles (Xbox) also helps to further diversify the revenue of this giant. Microsoft has the potential to become a leader in the \"Metaverse\" which adds optionality to the stock, while the stock is currently undervalued at the time of writing. Overall, Microsoft has all the ingredients to continue its dominance for the decades ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950921899,"gmtCreate":1672646815312,"gmtModify":1676538715572,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍 good&nbsp;","listText":"👍 good&nbsp;","text":"👍 good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950921899","repostId":"1133603183","repostType":4,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997720517,"gmtCreate":1661860010141,"gmtModify":1676536591844,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I like the business model, wait for more price retracement&nbsp;[Smile]&nbsp;","listText":"I like the business model, wait for more price retracement&nbsp;[Smile]&nbsp;","text":"I like the business model, wait for more price retracement [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997720517","repostId":"2263055051","repostType":4,"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995965149,"gmtCreate":1661395230284,"gmtModify":1676536511379,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for sharing!&nbsp;","listText":"Thanks for sharing!&nbsp;","text":"Thanks for sharing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995965149","repostId":"1107582509","repostType":2,"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924287298,"gmtCreate":1672270471514,"gmtModify":1676538662217,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924287298","repostId":"2294933922","repostType":2,"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963322104,"gmtCreate":1668601358109,"gmtModify":1676538082838,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"So far never see any good parting words from twitter's staff who are let go compared to Meta employees..&nbsp;","listText":"So far never see any good parting words from twitter's staff who are let go compared to Meta employees..&nbsp;","text":"So far never see any good parting words from twitter's staff who are let go compared to Meta employees..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963322104","repostId":"2283007277","repostType":4,"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042237130,"gmtCreate":1656478157720,"gmtModify":1676535837741,"author":{"id":"4092818209675540","authorId":"4092818209675540","name":"Ztee","avatar":"https://community-static.tradeup.com/news/5308a0e0a8258ea79da2239bccac0204","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes yes finally !&nbsp;","listText":"Yes yes finally !&nbsp;","text":"Yes yes finally !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042237130","repostId":"1129419161","repostType":4,"repost":{"id":"1129419161","pubTimestamp":1656474881,"share":"https://www.laohu8.com/m/news/1129419161?lang=&edition=full","pubTime":"2022-06-29 11:54","market":"us","language":"en","title":"Alibaba: Poised For Upside After a Tough FY22","url":"https://stock-news.laohu8.com/highlight/detail?id=1129419161","media":"TipRanks","summary":"Story HighlightsBABA had a tough FY22 as a result of the volatile macroeconomic environment in China","content":"<div>\n<p>Story HighlightsBABA had a tough FY22 as a result of the volatile macroeconomic environment in China. However, with the Chinese economy showing signs of opening up, could FY23 prove to be Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/baba-poised-for-upside-after-a-tough-fy22/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Poised For Upside After a Tough FY22</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\">\nAlibaba: Poised For Upside After a Tough FY22\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 11:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/baba-poised-for-upside-after-a-tough-fy22/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsBABA had a tough FY22 as a result of the volatile macroeconomic environment in China. However, with the Chinese economy showing signs of opening up, could FY23 prove to be Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/baba-poised-for-upside-after-a-tough-fy22/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://www.tipranks.com/news/article/baba-poised-for-upside-after-a-tough-fy22/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129419161","content_text":"Story HighlightsBABA had a tough FY22 as a result of the volatile macroeconomic environment in China. However, with the Chinese economy showing signs of opening up, could FY23 prove to be Alibaba’s year? Let us look at what Wall Street analysts are saying about the stock.On Tuesday,Bloomberg reported that Chinese stocks seem to be getting ready for a bull run as the Chinese Government announced a shortening of the mandatory quarantine period for inbound travelers. The report said that the Chinese Government announced that inbound travelers would have to spend seven days at a quarantine facility, and an additional three days at home instead of the 21 days announced earlier.According toBloomberg, this resulted in the CSI 300 Index being up 1% on Tuesday afternoon, extending its gains from a low in April to almost 19%. This gain was mostly led by stocks in the tourism sector.Will a bull run in Chinese stocks cause Alibaba (NYSE: BABA) to extend its gains further? The stock has already shot up 23.6% in the past month alone.The easing of COVID-19 restrictions and favorable government policies could reaccelerate growth. The Chinese technology giant stated on its fiscal Q4 earnings call that in FY23, the company will be focusing on a few key objectives.This included generating “sustainable, high-quality revenue that reflects our ongoing commitments to develop high quality consumers, high-quality digital commerce infrastructure and high-quality technology innovations.”The company is also focused on optimizing its cost structure, “build an energy efficient cloud infrastructure” and maintaining strong operating cash flows.While BABA refrained from giving any guidance for FY23 at its Q4 earnings call, considering the uncertain macroeconomic environment, Wall Street analysts continued to be bullish about the stock.Earlier this month, Bank of America Securities analyst Eddie Leung reiterated his Buy recommendation on BABA stock with a Buy rating and a price target of $162 on the stock, implying an upside potential of 36.4% at current levels.The analyst pointed out that BABA’s supply and fulfillment capacity showed signs of improvement in late May and early June but has not yet normalized. Leung added that demand has picked up for certain product categories, including outdoor, fitness, healthcare, and home furnishings, during the June promotional pre-sale period.Besides Leung, other Wall Street analysts are bullish on the stock with a Strong Buy consensus rating based on 16 Buys and two Holds. The average Alibaba price target of $161.01 implies 35.6% upside potential.Bottom LineWith the shortening of the quarantine period in China, it seems that the Chinese economy is finally getting ready to open up. This could only benefit BABA further, and the company could be on an upward trajectory this year.Even investors on TipRanks seem to be upbeat about the stock as indicated by the Crowd Wisdom tool. In the past 30 days, the best-performing portfolios on TipRanks have increased their holdings of BABA by 22.7%, and investors are overwhelmingly very positive about the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}