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2022-09-21

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2022-08-15

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2022-07-29

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2022-07-24

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Amazon Is Ready To Rise Again

2022-07-13

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2022-04-07

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2022-04-07

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2022-04-07

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2022-03-30

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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://ttm.financial/m/news/2253060728?lang=&edition=fundamental","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 $2 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078589561,"gmtCreate":1657715554753,"gmtModify":1676536050045,"author":{"id":"4094905382333430","authorId":"4094905382333430","name":"Maychia","avatar":"https://community-static.tradeup.com/news/07511e8c270ccd098a30285e2543f5ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094905382333430","authorIdStr":"4094905382333430"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078589561","repostId":"2251139281","repostType":4,"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012622142,"gmtCreate":1649329216799,"gmtModify":1676534492218,"author":{"id":"4094905382333430","authorId":"4094905382333430","name":"Maychia","avatar":"https://community-static.tradeup.com/news/07511e8c270ccd098a30285e2543f5ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094905382333430","authorIdStr":"4094905382333430"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPCB\">$SuperCom(SPCB)$</a>[Facepalm]&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPCB\">$SuperCom(SPCB)$</a>[Facepalm]&nbsp;","text":"$SuperCom(SPCB)$[Facepalm]","images":[{"img":"https://community-static.tradeup.com/news/a7ceafc909befa6aa10fc9fe52284e0b","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012622142","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9012622383,"gmtCreate":1649329187104,"gmtModify":1676534492218,"author":{"id":"4094905382333430","authorId":"4094905382333430","name":"Maychia","avatar":"https://community-static.tradeup.com/news/07511e8c270ccd098a30285e2543f5ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094905382333430","authorIdStr":"4094905382333430"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a>[Surprised]&nbsp;","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a>[Surprised]&nbsp;","text":"$XPeng Inc.(XPEV)$[Surprised]","images":[{"img":"https://community-static.tradeup.com/news/d4f6c0baae468fa5fe7064572bc10550","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012622383","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9012626495,"gmtCreate":1649329131037,"gmtModify":1676534492214,"author":{"id":"4094905382333430","authorId":"4094905382333430","name":"Maychia","avatar":"https://community-static.tradeup.com/news/07511e8c270ccd098a30285e2543f5ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094905382333430","authorIdStr":"4094905382333430"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a>[Facepalm]&nbsp;","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a>[Facepalm]&nbsp;","text":"$Shopify(SHOP)$[Facepalm]","images":[{"img":"https://community-static.tradeup.com/news/66e3069de1f8bc4a42f0f346508acaa2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012626495","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9019707775,"gmtCreate":1648636410832,"gmtModify":1676534368768,"author":{"id":"4094905382333430","authorId":"4094905382333430","name":"Maychia","avatar":"https://community-static.tradeup.com/news/07511e8c270ccd098a30285e2543f5ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094905382333430","authorIdStr":"4094905382333430"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019707775","repostId":"1116605765","repostType":4,"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9012622142,"gmtCreate":1649329216799,"gmtModify":1676534492218,"author":{"id":"4094905382333430","authorId":"4094905382333430","name":"Maychia","avatar":"https://community-static.tradeup.com/news/07511e8c270ccd098a30285e2543f5ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094905382333430","authorIdStr":"4094905382333430"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPCB\">$SuperCom(SPCB)$</a>[Facepalm]&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPCB\">$SuperCom(SPCB)$</a>[Facepalm]&nbsp;","text":"$SuperCom(SPCB)$[Facepalm]","images":[{"img":"https://community-static.tradeup.com/news/a7ceafc909befa6aa10fc9fe52284e0b","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012622142","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9900339779,"gmtCreate":1658636565192,"gmtModify":1676536185894,"author":{"id":"4094905382333430","authorId":"4094905382333430","name":"Maychia","avatar":"https://community-static.tradeup.com/news/07511e8c270ccd098a30285e2543f5ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094905382333430","authorIdStr":"4094905382333430"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900339779","repostId":"2253060728","repostType":4,"repost":{"id":"2253060728","kind":"highlight","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://ttm.financial/m/news/2253060728?lang=&edition=fundamental","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":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019707775,"gmtCreate":1648636410832,"gmtModify":1676534368768,"author":{"id":"4094905382333430","authorId":"4094905382333430","name":"Maychia","avatar":"https://community-static.tradeup.com/news/07511e8c270ccd098a30285e2543f5ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094905382333430","authorIdStr":"4094905382333430"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019707775","repostId":"1116605765","repostType":4,"repost":{"id":"1116605765","kind":"news","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":1648630693,"share":"https://ttm.financial/m/news/1116605765?lang=&edition=fundamental","pubTime":"2022-03-30 16:58","market":"us","language":"en","title":"Apple Stock Extends Winning Streak To 11 Sessions: Does The Rally Have More Legs?","url":"https://stock-news.laohu8.com/highlight/detail?id=1116605765","media":"Benzinga","summary":"After languishing amid the tech-led market sell-off, Apple, Inc.(NASDAQ: AAPL) shares have seen a ni","content":"<html><head></head><body><p>After languishing amid the tech-led market sell-off, <b>Apple, Inc.</b>(NASDAQ: AAPL) shares have seen a nice recovery in recent sessions.</p><p><img src=\"https://static.tigerbbs.com/82a0a708486ed6a18dd53641a3ec4550\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>Apple Back In The Green:</b> Apple stock bottomed at $150.10 on March 14 before ending the session at $150.62. Since then, the stock has been higher for 11 straight sessions, the longest winning streak in about nine years.</p><p>Thanks to the extended rally witnessed by the stock, it has turned positive for the year-to-date period.</p><p>Apple stock ended 2021 with a gain of 34.6% and peaked at $182.94 on Jan. 4, 2022. It traced a down move until late January before staging a recovery, with the quarterly earnings report serving as the catalyst. Unable to break through resistance around $176, the stock faltered yet again and tumbled to the March 14 low.</p><p>The stock is now up about 4.2% year-to-date.</p><p><b>What&#39;s Driving The Rally?</b>Apple typically has a lean patch in the first half of a calendar year, primarily because it is coming off a seasonally strong holiday quarter. Also, the tech giant&#39;s key hardware launch events are back-end loaded.</p><p>This time around, the word on the Street is that the company has staggered, multiple launch events. Earlier this month, Apple hosted its &#34;Peek Performance&#34; event, where it unveiled the next iteration of its 5G-enabled iPhone SE budget phone.</p><p>Apple also announced a new in-house, high-performance chip, the M1 Ultra, and a new Mac desktop and display.</p><p>It is also rumored that Apple will announce a hardware subscription option, which according to Morgan Stanley analyst Katy Huberty will drive meaningful upside to the stock price.</p><p>Also supporting the Apple rally is an alleviation in the geopolitical turbulence seen around the Russia-Ukraine war. This has increased appetites for risky investment bets, including equities.</p><p>Is the worst phase over for Apple? The average analyst price target for Apple is $193.36, according to data compiled by TipRanks. This suggests the stock has further room to run. The consensus price target implies roughly 10% upside.</p><p><b>AAPL Price Action:</b> Apple shares gained 1.91% Tuesday, closing at $178.96, according to Benzinga Pro.</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 Stock Extends Winning Streak To 11 Sessions: Does The Rally Have More Legs?</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 Stock Extends Winning Streak To 11 Sessions: Does The Rally Have More Legs?\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\">2022-03-30 16:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>After languishing amid the tech-led market sell-off, <b>Apple, Inc.</b>(NASDAQ: AAPL) shares have seen a nice recovery in recent sessions.</p><p><img src=\"https://static.tigerbbs.com/82a0a708486ed6a18dd53641a3ec4550\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>Apple Back In The Green:</b> Apple stock bottomed at $150.10 on March 14 before ending the session at $150.62. Since then, the stock has been higher for 11 straight sessions, the longest winning streak in about nine years.</p><p>Thanks to the extended rally witnessed by the stock, it has turned positive for the year-to-date period.</p><p>Apple stock ended 2021 with a gain of 34.6% and peaked at $182.94 on Jan. 4, 2022. It traced a down move until late January before staging a recovery, with the quarterly earnings report serving as the catalyst. Unable to break through resistance around $176, the stock faltered yet again and tumbled to the March 14 low.</p><p>The stock is now up about 4.2% year-to-date.</p><p><b>What&#39;s Driving The Rally?</b>Apple typically has a lean patch in the first half of a calendar year, primarily because it is coming off a seasonally strong holiday quarter. Also, the tech giant&#39;s key hardware launch events are back-end loaded.</p><p>This time around, the word on the Street is that the company has staggered, multiple launch events. Earlier this month, Apple hosted its &#34;Peek Performance&#34; event, where it unveiled the next iteration of its 5G-enabled iPhone SE budget phone.</p><p>Apple also announced a new in-house, high-performance chip, the M1 Ultra, and a new Mac desktop and display.</p><p>It is also rumored that Apple will announce a hardware subscription option, which according to Morgan Stanley analyst Katy Huberty will drive meaningful upside to the stock price.</p><p>Also supporting the Apple rally is an alleviation in the geopolitical turbulence seen around the Russia-Ukraine war. This has increased appetites for risky investment bets, including equities.</p><p>Is the worst phase over for Apple? The average analyst price target for Apple is $193.36, according to data compiled by TipRanks. This suggests the stock has further room to run. The consensus price target implies roughly 10% upside.</p><p><b>AAPL Price Action:</b> Apple shares gained 1.91% Tuesday, closing at $178.96, according to Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116605765","content_text":"After languishing amid the tech-led market sell-off, Apple, Inc.(NASDAQ: AAPL) shares have seen a nice recovery in recent sessions.Apple Back In The Green: Apple stock bottomed at $150.10 on March 14 before ending the session at $150.62. Since then, the stock has been higher for 11 straight sessions, the longest winning streak in about nine years.Thanks to the extended rally witnessed by the stock, it has turned positive for the year-to-date period.Apple stock ended 2021 with a gain of 34.6% and peaked at $182.94 on Jan. 4, 2022. It traced a down move until late January before staging a recovery, with the quarterly earnings report serving as the catalyst. Unable to break through resistance around $176, the stock faltered yet again and tumbled to the March 14 low.The stock is now up about 4.2% year-to-date.What's Driving The Rally?Apple typically has a lean patch in the first half of a calendar year, primarily because it is coming off a seasonally strong holiday quarter. Also, the tech giant's key hardware launch events are back-end loaded.This time around, the word on the Street is that the company has staggered, multiple launch events. Earlier this month, Apple hosted its \"Peek Performance\" event, where it unveiled the next iteration of its 5G-enabled iPhone SE budget phone.Apple also announced a new in-house, high-performance chip, the M1 Ultra, and a new Mac desktop and display.It is also rumored that Apple will announce a hardware subscription option, which according to Morgan Stanley analyst Katy Huberty will drive meaningful upside to the stock price.Also supporting the Apple rally is an alleviation in the geopolitical turbulence seen around the Russia-Ukraine war. This has increased appetites for risky investment bets, including equities.Is the worst phase over for Apple? The average analyst price target for Apple is $193.36, according to data compiled by TipRanks. This suggests the stock has further room to run. The consensus price target implies roughly 10% upside.AAPL Price Action: Apple shares gained 1.91% Tuesday, closing at $178.96, according to Benzinga Pro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999233403,"gmtCreate":1660531459204,"gmtModify":1676533487764,"author":{"id":"4094905382333430","authorId":"4094905382333430","name":"Maychia","avatar":"https://community-static.tradeup.com/news/07511e8c270ccd098a30285e2543f5ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094905382333430","authorIdStr":"4094905382333430"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999233403","repostId":"1195722111","repostType":4,"repost":{"id":"1195722111","kind":"news","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":1660518290,"share":"https://ttm.financial/m/news/1195722111?lang=&edition=fundamental","pubTime":"2022-08-15 07:04","market":"us","language":"en","title":"Retail Sales, Fed Minutes, and a Summer Market Rally: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1195722111","media":"Reuters","summary":"News out of the retail sector could be the latest data to drive markets higher in the week ahead.Aft","content":"<html><head></head><body><p>News out of the retail sector could be the latest data to drive markets higher in the week ahead.</p><p>After a series of better-than-expected economic prints helped stoke renewed optimism on Wall Street, investors will get key earnings reports from retailers and the July retail sales report from the Commerce Department this week.</p><p><a href=\"https://laohu8.com/S/WMT\">Walmart </a>, <a href=\"https://laohu8.com/S/TGT\">Target</a>, and the <a href=\"https://laohu8.com/S/HD\">Home Depot</a> are all set to release quarterly results, and July&#39;s retail sales report is set for release Wednesday morning.</p><p>Also on Wednesday, investors will comb through the minutes from the Federal Reserve’s policy-setting meeting last month.</p><p>On Friday, U.S. stocks capped their longest winning weekly streak since November 2021. The S&amp;P 500 closed higher for a fourth straight week, officially retracing 50% of losses since plunging from its all-time January high.</p><p>The Nasdaq gained 3.8% from Monday to Friday to close above 13,000 for the first time since April 25, and the Dow Jones Industrial Average advanced 2.9% for the week.</p><p>Nearly 90% of stocks in the S&amp;P 500 are now above their 50-day moving average, Carson Group’s Ryan Detrick pointed out in an interview with Yahoo Finance Live.</p><p>“It’s extremely rare to go right back down to make new lows when you have that much breadth,” Detrick said. “The messaging of the market has been very strong, and to see that much breadth is a really good thing, probably for a continuation of this summer rally.”</p><p>The Commerce Department is set to release its monthly retail sales report for July on Wednesday, with economists expecting headline sales rose 0.1%, a modest increase after climbing 1.0% in June. Sales excluding auto and gas likely rose 0.3%, according to Bloomberg estimates.</p><p>Bank of America projects core control sales, which net out autos, gas, building materials and restaurants, climbed by a “hefty” 0.9%.</p><p>“Combined with softer-than-expected inflation, this should imply solid gains in real consumer spending in July,” BofA economists said in a note. “If our forecast for July retail sales proves accurate, it would suggest that household spending is off to a fast start in Q3 and pose upside risk to our forecast for another modest decline in real GDP in the quarter.”</p><p>On the earnings front,retail heavyweights are set to report second-quarter results, beginning with Walmart on Tuesday. The megastore’s latest financials will come just weeks after the company slashed its forecast and announced plans for corporate layoffs and restructuring. Target, Home Depot, and a bevy of other retailers will follow suit later in the week.</p><p>Target also ignited worries about the retail sector in June with aafter announcing plansto liquidate massive amounts of slow-moving inventory and take a more cautious view on near-term profits,preparing Wall Street for a worrisome earnings season for retailers.</p><p>Investors expect results may reflect continued pressure from inflation, rising interest rates, and supply chain disruptions. Warnings from Walmart and Target last quarter about a pullback in consumer spending sent shares tumbling and rattled the retail sector and markets at large.</p><p>&#34;There is this pivot happening from discretionary and general merchandise into necessities,&#34; Jefferies AnalystStephanie Wissink told Yahoo Finance Livelast month. &#34;The household is having to make discriminate decisions every single week about funding that inflation.&#34;</p><p>Walmart CEO Doug McMillon said in late Julyincreasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars, but the company was “encouraged” by the start on spending for school supplies in its U.S. stores.</p><p>Back-to-school spending will be a closely watched metric as retails report, with internal data from <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> suggesting consumers started back-to-school shopping earlier this year, which could help boost retail earnings.</p><p>“Despite weakening demand for goods and worries around the resilience of consumer spending, back-to-school season kicked off on a strong footing,” economists at Bank of America said in a report last week. “An earlier back-to-school season could be positive for consumer spending in July though it put downward pressure to spending in August as spending may have been pulled forward.”</p><p>Elsewhere in the week ahead, minutes from the Fed’s July meeting out Wednesday may give investors a better picture of where policymakers see interest rates this fall and whether the U.S. central bank reached peak hawkishness when it hiked rates by 75 basis points for a second consecutive time last month.</p><p>Key data on the housing market is also due out Tuesday and Thursday, with the release of housing starts and existing home sales data.</p><h2>Economic Calendar</h2><p><b>Monday:</b> Empire Manufacturing, August (5.0 expected, 11.1 during prior month), NAHB Housing Market Index, August (55 expected, 55 during prior month), Net Long-Term TIC Outflows, June ($155.3 billion during prior month), Total Net TIC Outflows, June (182.5 billion during prior month)</p><p><b>Tuesday:</b> Building permits, July (1.645 million expected, 1.685 million during prior month, upwardly revised to 1.696 million), Building permits, month-over-month, July (-3.0% expected, 0.6% during prior month, downwardly revised to 0.1%), Housing Starts, July (1.532 million expected, 1.559 during prior month), Housing Starts, month-over-month, July (-1.7% expected, -2.0% during prior month), Industrial Production, month-over-month, July (0.3% expected, -0.2% during prior month), Capacity Utilization, July (80.2% expected, 80% during prior month), Manufacturing (SIC) Production, July (0.2% expected, -0.5% during prior month)</p><p><b>Wednesday:</b> MBA Mortgage Applications, week ended August 12 (0.2% during prior week), Retail Sales Advance, month-over-month, July (0.1% expected, 1.0% during prior month), Retail Sales excluding autos, month-over-month, July (-0.1% expected, 1.0% during prior month), Retail Sales excluding autos and gas, month-over-month, July (0.3% expected, 0.7% during prior month), Retail Sales Control Group, July (0.6% expected, 0.8% during prior month), Business Inventories, June (1.4% expected, 1.4% during prior month), FOMC Meeting Minutes</p><p><b>Thursday:</b> Initial jobless claims, week ended August 13 (265,000 expected, 262,000 during prior week), Continuing claims, week ended August 6 (1.428 during prior week), Philadelphia Fed Business Outlook Index, August (-4.5 expected, -12.3 during prior month), Existing Home Sales, July (4.85 million expected, 5.12 million during prior month), Existing Home Sales, month-over-month, July (-5.3% expected, -5.4% during prior month), <a href=\"https://laohu8.com/S/LBIX\">Leading</a> Index, July (-0.5% expected, -0.8% in during prior month)</p><p><b>Friday:</b> <i>No notable reports scheduled for release.</i></p><h2>Earnings Calendar</h2><h2><img src=\"https://static.tigerbbs.com/75e1dfc3e30dbce05d18d873f509790e\" tg-width=\"2046\" tg-height=\"1443\" width=\"100%\" height=\"auto\"/></h2><p><b>Monday:</b> Blend Labs (BLND), Compass (COMP), <a href=\"https://laohu8.com/S/FN\">Fabrinet</a> (FN), <a href=\"https://laohu8.com/S/TME\">Tencent Music</a> (TME), Weber (WEBR), World Wrestling (WWE), ZipRecruiter (ZIP)</p><p><b>Tuesday:</b> Walmart (WMT), Home Depot (HD), <a href=\"https://laohu8.com/S/LITE\">Lumentum</a> (LITE), Sea Limited (SE)</p><p><b>Wednesday:</b> Lowe’s (LOW), Amcor (AMCR), <a href=\"https://laohu8.com/S/ADI\">Analog Devices</a> (ADI), Bath &amp; Body Works (BBWI), <a href=\"https://laohu8.com/S/CSCO\">Cisco</a> Systems (CSCO), Krispy Kreme (DNUT), <a href=\"https://laohu8.com/S/PFGC\">Performance Food</a> Group (PFGC), <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a> (SNPS), Target (TGT), The Children&#39;s Place (PLCE), <a href=\"https://laohu8.com/S/TJX\">TJX Companies</a> (TJX), Wolfspeed (WOLF)</p><p><b>Thursday:</b> BJ&#39;s Wholesale Club Holdings (BJ), <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a> (AMAT), Bilibili (BILI), <a href=\"https://laohu8.com/S/EL\">Estee Lauder</a> (EL), Kohl&#39;s (KSS), Melco Resorts &amp; Entertainment (MLCO), Nio (NIO), <a href=\"https://laohu8.com/S/ROST\">Ross</a> Stores (ROST), Tapestry (TPR)</p><p><b>Friday:</b> <a href=\"https://laohu8.com/S/BKE\">Buckle</a> (BKE), Deere (DE), <a href=\"https://laohu8.com/S/FL\">Foot Locker</a> (FL)</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>Retail Sales, Fed Minutes, and a Summer Market Rally: What to Know This Week</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\">\nRetail Sales, Fed Minutes, and a Summer Market Rally: What to Know This Week\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\">2022-08-15 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>News out of the retail sector could be the latest data to drive markets higher in the week ahead.</p><p>After a series of better-than-expected economic prints helped stoke renewed optimism on Wall Street, investors will get key earnings reports from retailers and the July retail sales report from the Commerce Department this week.</p><p><a href=\"https://laohu8.com/S/WMT\">Walmart </a>, <a href=\"https://laohu8.com/S/TGT\">Target</a>, and the <a href=\"https://laohu8.com/S/HD\">Home Depot</a> are all set to release quarterly results, and July&#39;s retail sales report is set for release Wednesday morning.</p><p>Also on Wednesday, investors will comb through the minutes from the Federal Reserve’s policy-setting meeting last month.</p><p>On Friday, U.S. stocks capped their longest winning weekly streak since November 2021. The S&amp;P 500 closed higher for a fourth straight week, officially retracing 50% of losses since plunging from its all-time January high.</p><p>The Nasdaq gained 3.8% from Monday to Friday to close above 13,000 for the first time since April 25, and the Dow Jones Industrial Average advanced 2.9% for the week.</p><p>Nearly 90% of stocks in the S&amp;P 500 are now above their 50-day moving average, Carson Group’s Ryan Detrick pointed out in an interview with Yahoo Finance Live.</p><p>“It’s extremely rare to go right back down to make new lows when you have that much breadth,” Detrick said. “The messaging of the market has been very strong, and to see that much breadth is a really good thing, probably for a continuation of this summer rally.”</p><p>The Commerce Department is set to release its monthly retail sales report for July on Wednesday, with economists expecting headline sales rose 0.1%, a modest increase after climbing 1.0% in June. Sales excluding auto and gas likely rose 0.3%, according to Bloomberg estimates.</p><p>Bank of America projects core control sales, which net out autos, gas, building materials and restaurants, climbed by a “hefty” 0.9%.</p><p>“Combined with softer-than-expected inflation, this should imply solid gains in real consumer spending in July,” BofA economists said in a note. “If our forecast for July retail sales proves accurate, it would suggest that household spending is off to a fast start in Q3 and pose upside risk to our forecast for another modest decline in real GDP in the quarter.”</p><p>On the earnings front,retail heavyweights are set to report second-quarter results, beginning with Walmart on Tuesday. The megastore’s latest financials will come just weeks after the company slashed its forecast and announced plans for corporate layoffs and restructuring. Target, Home Depot, and a bevy of other retailers will follow suit later in the week.</p><p>Target also ignited worries about the retail sector in June with aafter announcing plansto liquidate massive amounts of slow-moving inventory and take a more cautious view on near-term profits,preparing Wall Street for a worrisome earnings season for retailers.</p><p>Investors expect results may reflect continued pressure from inflation, rising interest rates, and supply chain disruptions. Warnings from Walmart and Target last quarter about a pullback in consumer spending sent shares tumbling and rattled the retail sector and markets at large.</p><p>&#34;There is this pivot happening from discretionary and general merchandise into necessities,&#34; Jefferies AnalystStephanie Wissink told Yahoo Finance Livelast month. &#34;The household is having to make discriminate decisions every single week about funding that inflation.&#34;</p><p>Walmart CEO Doug McMillon said in late Julyincreasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars, but the company was “encouraged” by the start on spending for school supplies in its U.S. stores.</p><p>Back-to-school spending will be a closely watched metric as retails report, with internal data from <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> suggesting consumers started back-to-school shopping earlier this year, which could help boost retail earnings.</p><p>“Despite weakening demand for goods and worries around the resilience of consumer spending, back-to-school season kicked off on a strong footing,” economists at Bank of America said in a report last week. “An earlier back-to-school season could be positive for consumer spending in July though it put downward pressure to spending in August as spending may have been pulled forward.”</p><p>Elsewhere in the week ahead, minutes from the Fed’s July meeting out Wednesday may give investors a better picture of where policymakers see interest rates this fall and whether the U.S. central bank reached peak hawkishness when it hiked rates by 75 basis points for a second consecutive time last month.</p><p>Key data on the housing market is also due out Tuesday and Thursday, with the release of housing starts and existing home sales data.</p><h2>Economic Calendar</h2><p><b>Monday:</b> Empire Manufacturing, August (5.0 expected, 11.1 during prior month), NAHB Housing Market Index, August (55 expected, 55 during prior month), Net Long-Term TIC Outflows, June ($155.3 billion during prior month), Total Net TIC Outflows, June (182.5 billion during prior month)</p><p><b>Tuesday:</b> Building permits, July (1.645 million expected, 1.685 million during prior month, upwardly revised to 1.696 million), Building permits, month-over-month, July (-3.0% expected, 0.6% during prior month, downwardly revised to 0.1%), Housing Starts, July (1.532 million expected, 1.559 during prior month), Housing Starts, month-over-month, July (-1.7% expected, -2.0% during prior month), Industrial Production, month-over-month, July (0.3% expected, -0.2% during prior month), Capacity Utilization, July (80.2% expected, 80% during prior month), Manufacturing (SIC) Production, July (0.2% expected, -0.5% during prior month)</p><p><b>Wednesday:</b> MBA Mortgage Applications, week ended August 12 (0.2% during prior week), Retail Sales Advance, month-over-month, July (0.1% expected, 1.0% during prior month), Retail Sales excluding autos, month-over-month, July (-0.1% expected, 1.0% during prior month), Retail Sales excluding autos and gas, month-over-month, July (0.3% expected, 0.7% during prior month), Retail Sales Control Group, July (0.6% expected, 0.8% during prior month), Business Inventories, June (1.4% expected, 1.4% during prior month), FOMC Meeting Minutes</p><p><b>Thursday:</b> Initial jobless claims, week ended August 13 (265,000 expected, 262,000 during prior week), Continuing claims, week ended August 6 (1.428 during prior week), Philadelphia Fed Business Outlook Index, August (-4.5 expected, -12.3 during prior month), Existing Home Sales, July (4.85 million expected, 5.12 million during prior month), Existing Home Sales, month-over-month, July (-5.3% expected, -5.4% during prior month), <a href=\"https://laohu8.com/S/LBIX\">Leading</a> Index, July (-0.5% expected, -0.8% in during prior month)</p><p><b>Friday:</b> <i>No notable reports scheduled for release.</i></p><h2>Earnings Calendar</h2><h2><img src=\"https://static.tigerbbs.com/75e1dfc3e30dbce05d18d873f509790e\" tg-width=\"2046\" tg-height=\"1443\" width=\"100%\" height=\"auto\"/></h2><p><b>Monday:</b> Blend Labs (BLND), Compass (COMP), <a href=\"https://laohu8.com/S/FN\">Fabrinet</a> (FN), <a href=\"https://laohu8.com/S/TME\">Tencent Music</a> (TME), Weber (WEBR), World Wrestling (WWE), ZipRecruiter (ZIP)</p><p><b>Tuesday:</b> Walmart (WMT), Home Depot (HD), <a href=\"https://laohu8.com/S/LITE\">Lumentum</a> (LITE), Sea Limited (SE)</p><p><b>Wednesday:</b> Lowe’s (LOW), Amcor (AMCR), <a href=\"https://laohu8.com/S/ADI\">Analog Devices</a> (ADI), Bath &amp; Body Works (BBWI), <a href=\"https://laohu8.com/S/CSCO\">Cisco</a> Systems (CSCO), Krispy Kreme (DNUT), <a href=\"https://laohu8.com/S/PFGC\">Performance Food</a> Group (PFGC), <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a> (SNPS), Target (TGT), The Children&#39;s Place (PLCE), <a href=\"https://laohu8.com/S/TJX\">TJX Companies</a> (TJX), Wolfspeed (WOLF)</p><p><b>Thursday:</b> BJ&#39;s Wholesale Club Holdings (BJ), <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a> (AMAT), Bilibili (BILI), <a href=\"https://laohu8.com/S/EL\">Estee Lauder</a> (EL), Kohl&#39;s (KSS), Melco Resorts &amp; Entertainment (MLCO), Nio (NIO), <a href=\"https://laohu8.com/S/ROST\">Ross</a> Stores (ROST), Tapestry (TPR)</p><p><b>Friday:</b> <a href=\"https://laohu8.com/S/BKE\">Buckle</a> (BKE), Deere (DE), <a href=\"https://laohu8.com/S/FL\">Foot Locker</a> (FL)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195722111","content_text":"News out of the retail sector could be the latest data to drive markets higher in the week ahead.After a series of better-than-expected economic prints helped stoke renewed optimism on Wall Street, investors will get key earnings reports from retailers and the July retail sales report from the Commerce Department this week.Walmart , Target, and the Home Depot are all set to release quarterly results, and July's retail sales report is set for release Wednesday morning.Also on Wednesday, investors will comb through the minutes from the Federal Reserve’s policy-setting meeting last month.On Friday, U.S. stocks capped their longest winning weekly streak since November 2021. The S&P 500 closed higher for a fourth straight week, officially retracing 50% of losses since plunging from its all-time January high.The Nasdaq gained 3.8% from Monday to Friday to close above 13,000 for the first time since April 25, and the Dow Jones Industrial Average advanced 2.9% for the week.Nearly 90% of stocks in the S&P 500 are now above their 50-day moving average, Carson Group’s Ryan Detrick pointed out in an interview with Yahoo Finance Live.“It’s extremely rare to go right back down to make new lows when you have that much breadth,” Detrick said. “The messaging of the market has been very strong, and to see that much breadth is a really good thing, probably for a continuation of this summer rally.”The Commerce Department is set to release its monthly retail sales report for July on Wednesday, with economists expecting headline sales rose 0.1%, a modest increase after climbing 1.0% in June. Sales excluding auto and gas likely rose 0.3%, according to Bloomberg estimates.Bank of America projects core control sales, which net out autos, gas, building materials and restaurants, climbed by a “hefty” 0.9%.“Combined with softer-than-expected inflation, this should imply solid gains in real consumer spending in July,” BofA economists said in a note. “If our forecast for July retail sales proves accurate, it would suggest that household spending is off to a fast start in Q3 and pose upside risk to our forecast for another modest decline in real GDP in the quarter.”On the earnings front,retail heavyweights are set to report second-quarter results, beginning with Walmart on Tuesday. The megastore’s latest financials will come just weeks after the company slashed its forecast and announced plans for corporate layoffs and restructuring. Target, Home Depot, and a bevy of other retailers will follow suit later in the week.Target also ignited worries about the retail sector in June with aafter announcing plansto liquidate massive amounts of slow-moving inventory and take a more cautious view on near-term profits,preparing Wall Street for a worrisome earnings season for retailers.Investors expect results may reflect continued pressure from inflation, rising interest rates, and supply chain disruptions. Warnings from Walmart and Target last quarter about a pullback in consumer spending sent shares tumbling and rattled the retail sector and markets at large.\"There is this pivot happening from discretionary and general merchandise into necessities,\" Jefferies AnalystStephanie Wissink told Yahoo Finance Livelast month. \"The household is having to make discriminate decisions every single week about funding that inflation.\"Walmart CEO Doug McMillon said in late Julyincreasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars, but the company was “encouraged” by the start on spending for school supplies in its U.S. stores.Back-to-school spending will be a closely watched metric as retails report, with internal data from Bank of America suggesting consumers started back-to-school shopping earlier this year, which could help boost retail earnings.“Despite weakening demand for goods and worries around the resilience of consumer spending, back-to-school season kicked off on a strong footing,” economists at Bank of America said in a report last week. “An earlier back-to-school season could be positive for consumer spending in July though it put downward pressure to spending in August as spending may have been pulled forward.”Elsewhere in the week ahead, minutes from the Fed’s July meeting out Wednesday may give investors a better picture of where policymakers see interest rates this fall and whether the U.S. central bank reached peak hawkishness when it hiked rates by 75 basis points for a second consecutive time last month.Key data on the housing market is also due out Tuesday and Thursday, with the release of housing starts and existing home sales data.Economic CalendarMonday: Empire Manufacturing, August (5.0 expected, 11.1 during prior month), NAHB Housing Market Index, August (55 expected, 55 during prior month), Net Long-Term TIC Outflows, June ($155.3 billion during prior month), Total Net TIC Outflows, June (182.5 billion during prior month)Tuesday: Building permits, July (1.645 million expected, 1.685 million during prior month, upwardly revised to 1.696 million), Building permits, month-over-month, July (-3.0% expected, 0.6% during prior month, downwardly revised to 0.1%), Housing Starts, July (1.532 million expected, 1.559 during prior month), Housing Starts, month-over-month, July (-1.7% expected, -2.0% during prior month), Industrial Production, month-over-month, July (0.3% expected, -0.2% during prior month), Capacity Utilization, July (80.2% expected, 80% during prior month), Manufacturing (SIC) Production, July (0.2% expected, -0.5% during prior month)Wednesday: MBA Mortgage Applications, week ended August 12 (0.2% during prior week), Retail Sales Advance, month-over-month, July (0.1% expected, 1.0% during prior month), Retail Sales excluding autos, month-over-month, July (-0.1% expected, 1.0% during prior month), Retail Sales excluding autos and gas, month-over-month, July (0.3% expected, 0.7% during prior month), Retail Sales Control Group, July (0.6% expected, 0.8% during prior month), Business Inventories, June (1.4% expected, 1.4% during prior month), FOMC Meeting MinutesThursday: Initial jobless claims, week ended August 13 (265,000 expected, 262,000 during prior week), Continuing claims, week ended August 6 (1.428 during prior week), Philadelphia Fed Business Outlook Index, August (-4.5 expected, -12.3 during prior month), Existing Home Sales, July (4.85 million expected, 5.12 million during prior month), Existing Home Sales, month-over-month, July (-5.3% expected, -5.4% during prior month), Leading Index, July (-0.5% expected, -0.8% in during prior month)Friday: No notable reports scheduled for release.Earnings CalendarMonday: Blend Labs (BLND), Compass (COMP), Fabrinet (FN), Tencent Music (TME), Weber (WEBR), World Wrestling (WWE), ZipRecruiter (ZIP)Tuesday: Walmart (WMT), Home Depot (HD), Lumentum (LITE), Sea Limited (SE)Wednesday: Lowe’s (LOW), Amcor (AMCR), Analog Devices (ADI), Bath & Body Works (BBWI), Cisco Systems (CSCO), Krispy Kreme (DNUT), Performance Food Group (PFGC), Synopsys (SNPS), Target (TGT), The Children's Place (PLCE), TJX Companies (TJX), Wolfspeed (WOLF)Thursday: BJ's Wholesale Club Holdings (BJ), Applied Materials (AMAT), Bilibili (BILI), Estee Lauder (EL), Kohl's (KSS), Melco Resorts & Entertainment (MLCO), Nio (NIO), Ross Stores (ROST), Tapestry (TPR)Friday: Buckle (BKE), Deere (DE), Foot Locker (FL)","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078589561,"gmtCreate":1657715554753,"gmtModify":1676536050045,"author":{"id":"4094905382333430","authorId":"4094905382333430","name":"Maychia","avatar":"https://community-static.tradeup.com/news/07511e8c270ccd098a30285e2543f5ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094905382333430","authorIdStr":"4094905382333430"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078589561","repostId":"2251139281","repostType":4,"repost":{"id":"2251139281","kind":"highlight","pubTimestamp":1657711907,"share":"https://ttm.financial/m/news/2251139281?lang=&edition=fundamental","pubTime":"2022-07-13 19:31","market":"us","language":"en","title":"Polestar EV Sales Surge in First Half, on Track for Full-Year Target","url":"https://stock-news.laohu8.com/highlight/detail?id=2251139281","media":"StreetInsider","summary":"Polestar on Wednesday said first-half sales of its electric vehicles more than doubled and it remain","content":"<html><head></head><body><p>Polestar on Wednesday said first-half sales of its electric vehicles more than doubled and it remained on track to achieve its full-year target.</p><p>Sales at the Swedish EV maker, founded by China&#39;s Geely and Volvo Cars and now a publicly traded company, rose almost 125% to about 21,000 cars in the first six months of the year, up from 9,510 in the same period last year. As a result, Polestar reaffirmed its full-year target to delivering 50,000 vehicles.</p><p>&#34;When it comes to order intake, we are on a very safe track to make the numbers that we&#39;ve put out for 2022,&#34; Polestar Chief Executive Thomas Ingenlath said in an interview. &#34;Even now in July, we are already on safe ground with that.&#34;</p><p>&#34;The big uncertainty in the plan is always unforeseen COVID-19 lockdowns,&#34; he added.</p><p>In May, Polestar slashed its 2022 delivery forecast by 15,000 units, citing the COVID-19 lockdowns in China. The lockdowns caused supply chain disruptions for semiconductors and components widely used in EVs.</p><p>Polestar sold about 29,000 vehicles last year and is targeting tenfold growth to 290,000 in 2025.</p><p>Polestar, which launched the low-volume Polestar 1 hybrid performance car in 2017, still plans to launch the Polestar 3 electric SUV in October, Ingenlath said. The Polestar 3 will be built at Volvo Cars&#39; plant in South Carolina.</p><p>Polestar sells the fully electric Polestar 2 car and plans to launch a new vehicle annually for the next three years. The Polestar 4 SUV coupe is scheduled to follow in 2023 and the Polestar 5 four-door GT in 2024.</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>Polestar EV Sales Surge in First Half, on Track for Full-Year Target</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\">\nPolestar EV Sales Surge in First Half, on Track for Full-Year Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 19:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20319883><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Polestar on Wednesday said first-half sales of its electric vehicles more than doubled and it remained on track to achieve its full-year target.Sales at the Swedish EV maker, founded by China's Geely ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20319883\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PSNY":"极星汽车"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20319883","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251139281","content_text":"Polestar on Wednesday said first-half sales of its electric vehicles more than doubled and it remained on track to achieve its full-year target.Sales at the Swedish EV maker, founded by China's Geely and Volvo Cars and now a publicly traded company, rose almost 125% to about 21,000 cars in the first six months of the year, up from 9,510 in the same period last year. As a result, Polestar reaffirmed its full-year target to delivering 50,000 vehicles.\"When it comes to order intake, we are on a very safe track to make the numbers that we've put out for 2022,\" Polestar Chief Executive Thomas Ingenlath said in an interview. \"Even now in July, we are already on safe ground with that.\"\"The big uncertainty in the plan is always unforeseen COVID-19 lockdowns,\" he added.In May, Polestar slashed its 2022 delivery forecast by 15,000 units, citing the COVID-19 lockdowns in China. The lockdowns caused supply chain disruptions for semiconductors and components widely used in EVs.Polestar sold about 29,000 vehicles last year and is targeting tenfold growth to 290,000 in 2025.Polestar, which launched the low-volume Polestar 1 hybrid performance car in 2017, still plans to launch the Polestar 3 electric SUV in October, Ingenlath said. The Polestar 3 will be built at Volvo Cars' plant in South Carolina.Polestar sells the fully electric Polestar 2 car and plans to launch a new vehicle annually for the next three years. The Polestar 4 SUV coupe is scheduled to follow in 2023 and the Polestar 5 four-door GT in 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012622383,"gmtCreate":1649329187104,"gmtModify":1676534492218,"author":{"id":"4094905382333430","authorId":"4094905382333430","name":"Maychia","avatar":"https://community-static.tradeup.com/news/07511e8c270ccd098a30285e2543f5ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094905382333430","authorIdStr":"4094905382333430"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a>[Surprised]&nbsp;","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a>[Surprised]&nbsp;","text":"$XPeng Inc.(XPEV)$[Surprised]","images":[{"img":"https://community-static.tradeup.com/news/d4f6c0baae468fa5fe7064572bc10550","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012622383","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9919190626,"gmtCreate":1663744352865,"gmtModify":1676537328079,"author":{"id":"4094905382333430","authorId":"4094905382333430","name":"Maychia","avatar":"https://community-static.tradeup.com/news/07511e8c270ccd098a30285e2543f5ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094905382333430","authorIdStr":"4094905382333430"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919190626","repostId":"1169382671","repostType":4,"repost":{"id":"1169382671","kind":"news","pubTimestamp":1663732231,"share":"https://ttm.financial/m/news/1169382671?lang=&edition=fundamental","pubTime":"2022-09-21 11:50","market":"us","language":"en","title":"Is Tesla Stock Recession-Proof?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169382671","media":"Motley Fool","summary":"Tesla's shares have held up reasonably well against a slew of macroeconomic headwinds.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Recessionary fears have crushed tech stock valuations in 2022.</li><li>Although electric vehicle giant Tesla hasn&#39;t been completely immune to these pressures, its shares have held up better than most of its peers&#39; in 2022.</li><li>Tesla&#39;s loyal shareholders and its long-term growth opportunity are two reasons its stock has been able to weather this storm.</li></ul><p>If you invested $10,000 in <b>Tesla</b>&#39;s public debut back in June of 2010, you&#39;d be sitting on a cool $1.94 million today. By comparison, the same amount invested in an index fund would have yielded a far more modest total return on capital ranging from $30,000 to $42,000, depending on which benchmark the fund was designed to track.</p><p>As a result of this jaw-dropping performance over the past 12 years, Tesla has earned an exceptionally loyal following from its shareholders. Because of this, theelectric carand renewable energy giant has been one of the few tech-heavy outfits to generate positive returns for investors over the past 12 months.</p><p>Thanks to a flurry of headwinds such as rising interest rates, soaring inflation, supply chain woes, and geopolitical turmoil, tech giants <b>Amazon</b> and <b>Microsoft</b> have lost 27.9% and 17.7% of their value, respectively, since September of 2021. Meanwhile, Tesla, which is largely subject to these exact same macroeconomic pressures, has netted shareholders a respectable 22% gain over this same period.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/368ee8987fcb3f87b4364948f0490a30\" tg-width=\"2000\" tg-height=\"1125\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p>Can Tesla&#39;s stock continue to defy the broader market? Let&#39;s take a look at both sides of the argument to find out.</p><h2>Tesla&#39;s value proposition: A Wall Street battleground</h2><p>If you browse the surfeit of analyst research reports on Tesla stock, you&#39;ll definitely walk away with the impression that Wall Street is divided on the company&#39;s outlook.</p><p>On the bear side of the ledger, for instance, Tesla&#39;s fair-value estimate of $255 per share, per Morningstar, reflects the uncertainty inherent in the growth prospects of the electric vehicle market at large, along with the company&#39;s continued ability to maintain an elite brand cachet in a space that is widely expected to attract multiple new competitors in the years to come. This lowball valuation also doesn&#39;t assign much in the way of net present value for Tesla&#39;s renewable energy business or its growing aspirations in the field of robotics.</p><p>On the bull side, Tesla&#39;s 12-month forward-looking price target of $374 per share, from the research firm Argus, is steeped in the idea that the company will likely continue to dominate the emerging electric vehicle market for the remainder of the decade, successfully diversifying into other high-growth areas, such as robotics, along the way.</p><p>This belief is founded on the fact that Tesla currently plows an eye-catching 19% of gross profits into research and development, which is one of the highest spends on R&amp;D (as a function of gross profits) within its peer group. Bulls, in short, appear confident in Tesla&#39;s ability to maintain a competitive edge, thanks to this elevated level of investment in R&amp;D.</p><h2>Is this growth stock immune to recessionary pressures?</h2><p>Now, Tesla&#39;s stock hasn&#39;t completely escaped the ravages of the 2022 bear market. The company&#39;s shares are currently down by a little over 12% year to date. That said, Tesla stock has performed admirably in 2022 overall.</p><p>What&#39;s important to understand is that this unrelenting bear market has taken a hatchet to nearly every tech-oriented stock with a premium valuation in 2022. Tesla&#39;s shares, though, have largely evaded this marketwide pullback across this particular asset class -- despite the company&#39;s shares trading at over 51 times 2023 estimated earnings right now. Underscoring this point, the electric vehicle giant&#39;s shares have outperformed approximately two-thirds of its large-cap peers in consumer cyclicals this year.</p><p>What&#39;s the secret to Tesla&#39;s resilience in the middle of a raging bear market? Put simply, Tesla&#39;s loyal shareholder base, enormous long-term opportunities in electric vehicles, renewable sources of energy, and robotics aspirations have kept its stock safe from the worst of the 2022 bear market.</p><p>That&#39;s an intriguing sign for bulls. The long and short of it is that even this dour market isn&#39;t buying the bear view that Tesla&#39;s competitive edge will gradually evaporate or that it will fail to innovate in ancillary markets such as renewable energy and/or robotics.</p><p>So if you&#39;re looking for a stock that can shrug off the market&#39;s laser-like focus on a possible recession, Tesla ought to be at the top of your list.</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>Is Tesla Stock Recession-Proof?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla Stock Recession-Proof?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-21 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/20/is-tesla-stock-recession-proof/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSRecessionary fears have crushed tech stock valuations in 2022.Although electric vehicle giant Tesla hasn't been completely immune to these pressures, its shares have held up better than most...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/20/is-tesla-stock-recession-proof/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/09/20/is-tesla-stock-recession-proof/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169382671","content_text":"KEY POINTSRecessionary fears have crushed tech stock valuations in 2022.Although electric vehicle giant Tesla hasn't been completely immune to these pressures, its shares have held up better than most of its peers' in 2022.Tesla's loyal shareholders and its long-term growth opportunity are two reasons its stock has been able to weather this storm.If you invested $10,000 in Tesla's public debut back in June of 2010, you'd be sitting on a cool $1.94 million today. By comparison, the same amount invested in an index fund would have yielded a far more modest total return on capital ranging from $30,000 to $42,000, depending on which benchmark the fund was designed to track.As a result of this jaw-dropping performance over the past 12 years, Tesla has earned an exceptionally loyal following from its shareholders. Because of this, theelectric carand renewable energy giant has been one of the few tech-heavy outfits to generate positive returns for investors over the past 12 months.Thanks to a flurry of headwinds such as rising interest rates, soaring inflation, supply chain woes, and geopolitical turmoil, tech giants Amazon and Microsoft have lost 27.9% and 17.7% of their value, respectively, since September of 2021. Meanwhile, Tesla, which is largely subject to these exact same macroeconomic pressures, has netted shareholders a respectable 22% gain over this same period.IMAGE SOURCE: GETTY IMAGES.Can Tesla's stock continue to defy the broader market? Let's take a look at both sides of the argument to find out.Tesla's value proposition: A Wall Street battlegroundIf you browse the surfeit of analyst research reports on Tesla stock, you'll definitely walk away with the impression that Wall Street is divided on the company's outlook.On the bear side of the ledger, for instance, Tesla's fair-value estimate of $255 per share, per Morningstar, reflects the uncertainty inherent in the growth prospects of the electric vehicle market at large, along with the company's continued ability to maintain an elite brand cachet in a space that is widely expected to attract multiple new competitors in the years to come. This lowball valuation also doesn't assign much in the way of net present value for Tesla's renewable energy business or its growing aspirations in the field of robotics.On the bull side, Tesla's 12-month forward-looking price target of $374 per share, from the research firm Argus, is steeped in the idea that the company will likely continue to dominate the emerging electric vehicle market for the remainder of the decade, successfully diversifying into other high-growth areas, such as robotics, along the way.This belief is founded on the fact that Tesla currently plows an eye-catching 19% of gross profits into research and development, which is one of the highest spends on R&D (as a function of gross profits) within its peer group. Bulls, in short, appear confident in Tesla's ability to maintain a competitive edge, thanks to this elevated level of investment in R&D.Is this growth stock immune to recessionary pressures?Now, Tesla's stock hasn't completely escaped the ravages of the 2022 bear market. The company's shares are currently down by a little over 12% year to date. That said, Tesla stock has performed admirably in 2022 overall.What's important to understand is that this unrelenting bear market has taken a hatchet to nearly every tech-oriented stock with a premium valuation in 2022. Tesla's shares, though, have largely evaded this marketwide pullback across this particular asset class -- despite the company's shares trading at over 51 times 2023 estimated earnings right now. Underscoring this point, the electric vehicle giant's shares have outperformed approximately two-thirds of its large-cap peers in consumer cyclicals this year.What's the secret to Tesla's resilience in the middle of a raging bear market? Put simply, Tesla's loyal shareholder base, enormous long-term opportunities in electric vehicles, renewable sources of energy, and robotics aspirations have kept its stock safe from the worst of the 2022 bear market.That's an intriguing sign for bulls. The long and short of it is that even this dour market isn't buying the bear view that Tesla's competitive edge will gradually evaporate or that it will fail to innovate in ancillary markets such as renewable energy and/or robotics.So if you're looking for a stock that can shrug off the market's laser-like focus on a possible recession, Tesla ought to be at the top of your list.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903215849,"gmtCreate":1659046318581,"gmtModify":1676536247114,"author":{"id":"4094905382333430","authorId":"4094905382333430","name":"Maychia","avatar":"https://community-static.tradeup.com/news/07511e8c270ccd098a30285e2543f5ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094905382333430","authorIdStr":"4094905382333430"},"themes":[],"htmlText":"👏🏼","listText":"👏🏼","text":"👏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903215849","repostId":"2255370323","repostType":2,"repost":{"id":"2255370323","kind":"highlight","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":1659039109,"share":"https://ttm.financial/m/news/2255370323?lang=&edition=fundamental","pubTime":"2022-07-29 04:11","market":"us","language":"en","title":"UPDATE: Amazon Q2 Adj. EPS $0.18 Beats $0.13 Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2255370323","media":"Benzinga","summary":"UPDATE: Amazon Q2 Adj. EPS $0.18 Beats $0.13 Estimate","content":"<html><body><p>UPDATE: Amazon Q2 Adj. EPS $0.18 Beats $0.13 Estimate</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>UPDATE: Amazon Q2 Adj. EPS $0.18 Beats $0.13 Estimate</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\">\nUPDATE: Amazon Q2 Adj. EPS $0.18 Beats $0.13 Estimate\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\">2022-07-29 04:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>UPDATE: Amazon Q2 Adj. EPS $0.18 Beats $0.13 Estimate</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTWO":"Q2 Holdings Inc","AMZN":"亚马逊"},"source_url":"https://www.benzinga.com/news/earnings/22/07/28255758/update-amazon-q2-adj-eps-0-18-beats-0-13-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255370323","content_text":"UPDATE: Amazon Q2 Adj. 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