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BlitzBison

BlitzBison

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03-21

The writer missed out when Nvidia was in the 100-200+ range....?

History Says You'll Regret Buying Nvidia Stock

01-23

best to keep tabs. Direction may change course suddenly.

Expect U.S. Stocks to Tack on Another 5% Before the Next Pullback, Veteran Wall Street Strategist Says

2023-10-10

Ok

Sorry, the original content has been removed

2023-07-31

Ok

Citigroup Lifts S&P 500's Year-End Target to 4,600

2023-07-31

Nice

Palantir Gains 4.55% Premarket as Wedbush Offers a Price Target of $25 to It

2023-07-31

Ok

Microsoft Stock Price Prediction: Why $400 Could Be Just a Stepping Stone

2023-07-15

Ok

Big-Bank Earnings Show Signs of Soft Landing

2023-07-13

Ok

Traders Bet Slowing Inflation Will Let Fed Pause After July Hike

2023-07-11

Thanks

How to Build Wealth By Investing in Singapore Property Stocks

2023-07-11

Ok

Wall St Ends up; Investors Digest Fed Official Comments

2023-07-10

Ok

Stock Market Short Sellers That Helped Fuel This Year's Rally Are Finally Giving Up

2023-06-26

Winner takes all...? 😂

Musk Says Cage Fight With Zuckerberg Might Actually Happen

2023-06-23

Ok.

Tesla Shares Fall 1.8% in Premarket Trading As Morgan Stanley Cuts Rating

2023-06-19

Ok

Sorry, the original content has been removed

2023-06-16

Ok

Market's Starting To Look Like 1987

2023-06-14

Ok

4 Singapore REITs That Undertook Acquisitions to Boost Their DPUs

2023-06-14

Ok

May Inflation Report Shouldn't Change The Fed's Mind

2023-06-08

Ok

4 Singapore REITs That Pay a Sustainable Yield of 4.9% or More

2023-06-08

Ok

AI Boom Could Continue to Drive S&P 500 Higher - Goldman

2023-06-07

More upside?

Nvidia’s Rally Forces Money Managers to Play Catch-up

Go to Tiger App to see more news

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writer missed out when Nvidia was in the 100-200+ range....?","listText":"The writer missed out when Nvidia was in the 100-200+ range....?","text":"The writer missed out when Nvidia was in the 100-200+ range....?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286677266784456","repostId":"2420431357","repostType":4,"repost":{"id":"2420431357","pubTimestamp":1710946007,"share":"https://www.laohu8.com/m/news/2420431357?lang=&edition=full","pubTime":"2024-03-20 22:46","market":"us","language":"en","title":"History Says You'll Regret Buying Nvidia Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2420431357","media":"Motley Fool","summary":"Shortages never last forever.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia stock is flying high as its AI-centric GPUs sell out.</p></li><li><p>The stock&#39;s valuation has exceeded dot-com bubble levels.</p></li><li><p>Competition will eventually ensure that Nvidia&#39;s pricing power doesn&#39;t go unchecked indefinitely.</p></li></ul><p>There&#39;s a shortage of high-powered chips capable of training and running advanced artificial intelligence (AI) models. Mega-tech companies are battling each other for AI supremacy, scooping up boatloads of Nvidia&#39;s data center GPUs along the way, and AI start-ups with rocketing valuations are multiplying.</p><p>There&#39;s little question that AI is a revolutionary technology. There&#39;s also little question, at least in my mind, that AI is fueling a classic bubble. Start-ups founded less than a year ago, like Mistral AI, are already worth billions. Some publicly traded companies, notably server maker Super Micro Computer, have seen their valuations skyrocket to levels that seem illogical. Caution is increasingly being thrown to the wind.</p><h2 id=\"id_315970597\">Nvidia&#39;s GPUs are driving the AI revolution</h2><p>Nvidia and its GPUs are at the center of it all. Not only are the company&#39;s GPUs well suited for the calculations necessary for training and running AI models, but its proprietary CUDA platform has become the <em>de facto</em> standard for accelerated computing over the past 16 years. With companies scrambling to win the AI race, Nvidia&#39;s GPUs are the path of least resistance.</p><p>It&#39;s not surprising then that demand for Nvidia&#39;s AI accelerators has exploded. The company&#39;s data center segment generated $18.4 billion of revenue in its latest quarter, a fivefold increase from the prior-year period. Profits are soaring as well. In the recently completed fiscal 2024, Nvidia earned a net income of $32.3 billion of $60.9 billion of revenue.</p><p>Nvidia stock has more than tripled over the past year, pushing up the company&#39;s market capitalization beyond $2 trillion.</p><h2 id=\"id_3889932868\">Shortages don&#39;t last forever</h2><p>&#34;I&#39;ve seen gluts not followed by shortages, but I&#39;ve never seen a shortage not followed by a glut,&#34; says Nassim Nicholas Taleb, who is regarded as an expert on risk. The inertia behind Nvidia&#39;s CUDA has slowed down competitors, but a tsunami of competing AI accelerators is building. Nvidia&#39;s incredible profits and pricing power won&#39;t survive once supply catches up with demand.</p><p>Advanced Micro Devices launched new AI-centric data center GPUs late last year. Intel will launch the third generation of its capable Gaudi line of AI accelerators this year. OpenAI&#39;s Sam Altman is reportedly seeking vast funding for new semiconductor factories to build AI chips. Cloud giants including Amazon, Alphabet, and Microsoft are designing and installing their own AI chips. The list goes on.</p><p>Here&#39;s how the current shortage turns into a glut. First, insatiable demand and extravagant long-term projections drive a wave of competition. This is what&#39;s happening now. AMD has predicted that the AI chip market will reach $400 billion by 2027. For perspective, global semiconductor sales were just over $500 billion last year.</p><p>Second, future demand inevitably falls short of these wild projections. AI chip demand can still soar in the coming years and miss expectations, given how optimistic industry players have become. Eventually, this leads to a situation where there&#39;s more than enough supply of AI chips.</p><p>At this point, Nvidia&#39;s pricing power would have eroded considerably. CUDA would no longer be dominant as alternatives pop up and gain traction. For big cloud companies, there&#39;s a strong incentive to be able to support AI accelerators from a wide variety of suppliers.</p><h2 id=\"id_125138241\">Look to the dot-com bubble</h2><p>This isn&#39;t the first time Nvidia&#39;s stock has soared thanks to a revolutionary technology. The dot-com bubble of the late 1990s and early 2000s pushed up the company&#39;s valuation to extreme levels as well. The aftermath was a disaster for shareholders.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78816a664191205ca2b95f13cb95533c\" tg-width=\"720\" tg-height=\"441\"/></p><p>NVDA PS Ratio data by YCharts</p><p>Relative to sales, Nvidia stock is far more expensive today than at any point during the dot-com bubble. &#34;This time is different,&#34; you might say. Demand for AI is real, and the company&#39;s revenue is soaring. But you&#39;ve just uttered the four most dangerous words in investing.</p><p>This time <em>might</em> be different. Or the market dynamics that play out during nearly every shortage of anything will play out once again and grind down Nvidia&#39;s pricing power and profits. By investing in Nvidia, you&#39;ll likely be paying a high price to relearn the lessons of the dot-com bubble.</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>History Says You'll Regret Buying Nvidia Stock</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\">\nHistory Says You'll Regret Buying Nvidia Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-20 22:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/20/history-says-youll-regret-buying-nvidia-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock is flying high as its AI-centric GPUs sell out.The stock's valuation has exceeded dot-com bubble levels.Competition will eventually ensure that Nvidia's pricing power doesn't go unchecked...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/20/history-says-youll-regret-buying-nvidia-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4538":"云计算","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4550":"红杉资本持仓","BK4141":"半导体产品","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","NVDA":"英伟达","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4551":"寇图资本持仓","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4514":"搜索引擎","BK4548":"巴美列捷福持仓","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4554":"元宇宙及AR概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","BK4567":"ESG概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4534":"瑞士信贷持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0109392836.USD":"富兰克林科技股A","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4566":"资本集团","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD"},"source_url":"https://www.fool.com/investing/2024/03/20/history-says-youll-regret-buying-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420431357","content_text":"Nvidia stock is flying high as its AI-centric GPUs sell out.The stock's valuation has exceeded dot-com bubble levels.Competition will eventually ensure that Nvidia's pricing power doesn't go unchecked indefinitely.There's a shortage of high-powered chips capable of training and running advanced artificial intelligence (AI) models. Mega-tech companies are battling each other for AI supremacy, scooping up boatloads of Nvidia's data center GPUs along the way, and AI start-ups with rocketing valuations are multiplying.There's little question that AI is a revolutionary technology. There's also little question, at least in my mind, that AI is fueling a classic bubble. Start-ups founded less than a year ago, like Mistral AI, are already worth billions. Some publicly traded companies, notably server maker Super Micro Computer, have seen their valuations skyrocket to levels that seem illogical. Caution is increasingly being thrown to the wind.Nvidia's GPUs are driving the AI revolutionNvidia and its GPUs are at the center of it all. Not only are the company's GPUs well suited for the calculations necessary for training and running AI models, but its proprietary CUDA platform has become the de facto standard for accelerated computing over the past 16 years. With companies scrambling to win the AI race, Nvidia's GPUs are the path of least resistance.It's not surprising then that demand for Nvidia's AI accelerators has exploded. The company's data center segment generated $18.4 billion of revenue in its latest quarter, a fivefold increase from the prior-year period. Profits are soaring as well. In the recently completed fiscal 2024, Nvidia earned a net income of $32.3 billion of $60.9 billion of revenue.Nvidia stock has more than tripled over the past year, pushing up the company's market capitalization beyond $2 trillion.Shortages don't last forever\"I've seen gluts not followed by shortages, but I've never seen a shortage not followed by a glut,\" says Nassim Nicholas Taleb, who is regarded as an expert on risk. The inertia behind Nvidia's CUDA has slowed down competitors, but a tsunami of competing AI accelerators is building. Nvidia's incredible profits and pricing power won't survive once supply catches up with demand.Advanced Micro Devices launched new AI-centric data center GPUs late last year. Intel will launch the third generation of its capable Gaudi line of AI accelerators this year. OpenAI's Sam Altman is reportedly seeking vast funding for new semiconductor factories to build AI chips. Cloud giants including Amazon, Alphabet, and Microsoft are designing and installing their own AI chips. The list goes on.Here's how the current shortage turns into a glut. First, insatiable demand and extravagant long-term projections drive a wave of competition. This is what's happening now. AMD has predicted that the AI chip market will reach $400 billion by 2027. For perspective, global semiconductor sales were just over $500 billion last year.Second, future demand inevitably falls short of these wild projections. AI chip demand can still soar in the coming years and miss expectations, given how optimistic industry players have become. Eventually, this leads to a situation where there's more than enough supply of AI chips.At this point, Nvidia's pricing power would have eroded considerably. CUDA would no longer be dominant as alternatives pop up and gain traction. For big cloud companies, there's a strong incentive to be able to support AI accelerators from a wide variety of suppliers.Look to the dot-com bubbleThis isn't the first time Nvidia's stock has soared thanks to a revolutionary technology. The dot-com bubble of the late 1990s and early 2000s pushed up the company's valuation to extreme levels as well. The aftermath was a disaster for shareholders.NVDA PS Ratio data by YChartsRelative to sales, Nvidia stock is far more expensive today than at any point during the dot-com bubble. \"This time is different,\" you might say. Demand for AI is real, and the company's revenue is soaring. But you've just uttered the four most dangerous words in investing.This time might be different. Or the market dynamics that play out during nearly every shortage of anything will play out once again and grind down Nvidia's pricing power and profits. By investing in Nvidia, you'll likely be paying a high price to relearn the lessons of the dot-com bubble.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266131378548912,"gmtCreate":1705994081355,"gmtModify":1705994085448,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"best to keep tabs. Direction may change course suddenly.","listText":"best to keep tabs. Direction may change course suddenly.","text":"best to keep tabs. Direction may change course suddenly.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266131378548912","repostId":"2405139740","repostType":4,"repost":{"id":"2405139740","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":1705992302,"share":"https://www.laohu8.com/m/news/2405139740?lang=&edition=full","pubTime":"2024-01-23 14:45","market":"us","language":"en","title":"Expect U.S. Stocks to Tack on Another 5% Before the Next Pullback, Veteran Wall Street Strategist Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2405139740","media":"Dow Jones","summary":"This is what the historical data suggest, according to CFRA’s Sam StovallU.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.One longtime ","content":"<html><head></head><body><p>This is what the historical data suggest, according to CFRA’s Sam Stovall</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a5c1556644e13242dc5fad4721fdc4c\" alt=\"U.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.\" title=\"U.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.\" tg-width=\"1059\" tg-height=\"760\"/><span>U.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.</span></p><p>One longtime Wall Street strategist believes the S&amp;P 500 still has some gas left in the tank, which could propel the index as much as 5% higher in the coming months.</p><p style=\"text-align: start;\">Following the S&amp;P 500’s first record close in two years, Sam Stovall, chief investment officer at CFRA, crunched the numbers and found that once the S&amp;P 500 has erased all of its bear-market losses, the index typically tacks on an additional “post-high five” — that is, a post-high rally of 5%, or slightly more.</p><p>“If history is any guide, for it’s never gospel, investors should prepare for a ‘post-high five,’ or a possible advance of 5% before pausing to digest recent gains,” Stovall said.</p><p>Stovall based his analysis on how markets have behaved following the 14 bear markets that have occurred, by his count, since the end of World War II. Of these, 11 were “garden-variety bear markets,” while three were “mega meltdowns,” Stovall said.</p><p>The bear market that ended in October 2022 took nine months to go from the market’s January 2022 peak to its nadir. This is close to the average duration for garden-variety bear markets, which is 10 months, according to Stovall’s numbers. But it is well short of the 23 months, on average, it has taken the market to recover from bigger meltdowns like the great financial crisis, when the S&amp;P 500 fell 38.5% during 2008, according to FactSet data.</p><p>This time around, the market took 15 months to recoup all of its bear-market losses, which is slightly longer than the average bear market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/151b5139e837262c6675e57a9707a7c7\" alt=\"CFRA\" title=\"CFRA\" tg-width=\"1048\" tg-height=\"506\"/><span>CFRA</span></p><p>Once U.S. stocks have finally clawed their way back, they reliably rise another 5% on average, according to the data in Stovall’s table. After a bear market like the one that, presumably, has just ended, stocks continue to climb on average 5.2% over the next two and a half months, Stovall said, before experiencing a decline of 5% or greater, which Stovall defined as a period of consolidation.</p><p style=\"text-align: start;\">After that, the S&amp;P 500 typically enters a brief period of decline, with the index seeing a pullback, sometimes as shallow as 5.1% but sometimes as large as 14%, according to Stovall’s data.</p><p style=\"text-align: start;\">Past performance, of course, is no guarantee of future returns.</p><p style=\"text-align: start;\">The S&amp;P 500 finished higher again on Monday, notching a second straight record closing high. The index gained 0.2% to 4,850.43, while the Nasdaq Composite gained 0.3% to 15,360.29.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average, meanwhile, tacked on another 138.01 points, or 0.4%, to close north of 38,000 for the first time ever on Monday. The blue-chip gauge closed at 38,001.81, according to FactSet data.</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>Expect U.S. Stocks to Tack on Another 5% Before the Next Pullback, Veteran Wall Street Strategist Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nExpect U.S. Stocks to Tack on Another 5% Before the Next Pullback, Veteran Wall Street Strategist Says\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\">2024-01-23 14:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>This is what the historical data suggest, according to CFRA’s Sam Stovall</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a5c1556644e13242dc5fad4721fdc4c\" alt=\"U.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.\" title=\"U.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.\" tg-width=\"1059\" tg-height=\"760\"/><span>U.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.</span></p><p>One longtime Wall Street strategist believes the S&amp;P 500 still has some gas left in the tank, which could propel the index as much as 5% higher in the coming months.</p><p style=\"text-align: start;\">Following the S&amp;P 500’s first record close in two years, Sam Stovall, chief investment officer at CFRA, crunched the numbers and found that once the S&amp;P 500 has erased all of its bear-market losses, the index typically tacks on an additional “post-high five” — that is, a post-high rally of 5%, or slightly more.</p><p>“If history is any guide, for it’s never gospel, investors should prepare for a ‘post-high five,’ or a possible advance of 5% before pausing to digest recent gains,” Stovall said.</p><p>Stovall based his analysis on how markets have behaved following the 14 bear markets that have occurred, by his count, since the end of World War II. Of these, 11 were “garden-variety bear markets,” while three were “mega meltdowns,” Stovall said.</p><p>The bear market that ended in October 2022 took nine months to go from the market’s January 2022 peak to its nadir. This is close to the average duration for garden-variety bear markets, which is 10 months, according to Stovall’s numbers. But it is well short of the 23 months, on average, it has taken the market to recover from bigger meltdowns like the great financial crisis, when the S&amp;P 500 fell 38.5% during 2008, according to FactSet data.</p><p>This time around, the market took 15 months to recoup all of its bear-market losses, which is slightly longer than the average bear market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/151b5139e837262c6675e57a9707a7c7\" alt=\"CFRA\" title=\"CFRA\" tg-width=\"1048\" tg-height=\"506\"/><span>CFRA</span></p><p>Once U.S. stocks have finally clawed their way back, they reliably rise another 5% on average, according to the data in Stovall’s table. After a bear market like the one that, presumably, has just ended, stocks continue to climb on average 5.2% over the next two and a half months, Stovall said, before experiencing a decline of 5% or greater, which Stovall defined as a period of consolidation.</p><p style=\"text-align: start;\">After that, the S&amp;P 500 typically enters a brief period of decline, with the index seeing a pullback, sometimes as shallow as 5.1% but sometimes as large as 14%, according to Stovall’s data.</p><p style=\"text-align: start;\">Past performance, of course, is no guarantee of future returns.</p><p style=\"text-align: start;\">The S&amp;P 500 finished higher again on Monday, notching a second straight record closing high. The index gained 0.2% to 4,850.43, while the Nasdaq Composite gained 0.3% to 15,360.29.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average, meanwhile, tacked on another 138.01 points, or 0.4%, to close north of 38,000 for the first time ever on Monday. The blue-chip gauge closed at 38,001.81, according to FactSet data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4504":"桥水持仓",".DJI":"道琼斯","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓","BK4559":"巴菲特持仓","BK4581":"高盛持仓","BK4588":"碎股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2405139740","content_text":"This is what the historical data suggest, according to CFRA’s Sam StovallU.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.One longtime Wall Street strategist believes the S&P 500 still has some gas left in the tank, which could propel the index as much as 5% higher in the coming months.Following the S&P 500’s first record close in two years, Sam Stovall, chief investment officer at CFRA, crunched the numbers and found that once the S&P 500 has erased all of its bear-market losses, the index typically tacks on an additional “post-high five” — that is, a post-high rally of 5%, or slightly more.“If history is any guide, for it’s never gospel, investors should prepare for a ‘post-high five,’ or a possible advance of 5% before pausing to digest recent gains,” Stovall said.Stovall based his analysis on how markets have behaved following the 14 bear markets that have occurred, by his count, since the end of World War II. Of these, 11 were “garden-variety bear markets,” while three were “mega meltdowns,” Stovall said.The bear market that ended in October 2022 took nine months to go from the market’s January 2022 peak to its nadir. This is close to the average duration for garden-variety bear markets, which is 10 months, according to Stovall’s numbers. But it is well short of the 23 months, on average, it has taken the market to recover from bigger meltdowns like the great financial crisis, when the S&P 500 fell 38.5% during 2008, according to FactSet data.This time around, the market took 15 months to recoup all of its bear-market losses, which is slightly longer than the average bear market.CFRAOnce U.S. stocks have finally clawed their way back, they reliably rise another 5% on average, according to the data in Stovall’s table. After a bear market like the one that, presumably, has just ended, stocks continue to climb on average 5.2% over the next two and a half months, Stovall said, before experiencing a decline of 5% or greater, which Stovall defined as a period of consolidation.After that, the S&P 500 typically enters a brief period of decline, with the index seeing a pullback, sometimes as shallow as 5.1% but sometimes as large as 14%, according to Stovall’s data.Past performance, of course, is no guarantee of future returns.The S&P 500 finished higher again on Monday, notching a second straight record closing high. The index gained 0.2% to 4,850.43, while the Nasdaq Composite gained 0.3% to 15,360.29.The Dow Jones Industrial Average, meanwhile, tacked on another 138.01 points, or 0.4%, to close north of 38,000 for the first time ever on Monday. The blue-chip gauge closed at 38,001.81, according to FactSet data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":229022181576704,"gmtCreate":1696952620640,"gmtModify":1696952625357,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/229022181576704","repostId":"1174562113","repostType":4,"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203958032744672,"gmtCreate":1690800928158,"gmtModify":1690800931301,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203958032744672","repostId":"2355600770","repostType":4,"repost":{"id":"2355600770","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":1690797262,"share":"https://www.laohu8.com/m/news/2355600770?lang=&edition=full","pubTime":"2023-07-31 17:54","market":"us","language":"en","title":"Citigroup Lifts S&P 500's Year-End Target to 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=2355600770","media":"Reuters","summary":" - Citigroup raised its year-end target for the S&P 500 by 15% as it now sees a higher probability of a soft landing for the U.S. economy, as well as, an earnings upside.The bank sees the S&P 500 ending 2023 at 4,600 points, a 0.4% uptick from Friday's closing of 4,582.23.For 2024, the outlook seems brighter with Citi seeing the index jump to 5,000 points, up from a previous forecast of 4,400, and about 9% from current levels.Citi pushed out its probability of a U.S. recession to the first half ","content":"<html><head></head><body><p>(Reuters) - Citigroup raised its year-end target for the S&amp;P 500 by 15% as it now sees a higher probability of a soft landing for the U.S. economy, as well as, an earnings upside.</p><p>The bank sees the S&amp;P 500 ending 2023 at 4,600 points, a 0.4% uptick from Friday&#39;s closing of 4,582.23.</p><p>For 2024, the outlook seems brighter with Citi seeing the index jump to 5,000 points, up from a previous forecast of 4,400, and about 9% from current levels.</p><p>Citi pushed out its probability of a U.S. recession to the first half of 2024 from the last quarter of this year. The new S&amp;P 500 projections better reflect that, the bank&#39;s strategists said.</p><p>The Wall Street bank now projects earnings of $220 per share in 2023 for companies on the S&amp;P 500, up from the $215 projected earlier.</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>Citigroup Lifts S&P 500's Year-End Target to 4,600</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\">\nCitigroup Lifts S&P 500's Year-End Target to 4,600\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\">2023-07-31 17:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Citigroup raised its year-end target for the S&amp;P 500 by 15% as it now sees a higher probability of a soft landing for the U.S. economy, as well as, an earnings upside.</p><p>The bank sees the S&amp;P 500 ending 2023 at 4,600 points, a 0.4% uptick from Friday&#39;s closing of 4,582.23.</p><p>For 2024, the outlook seems brighter with Citi seeing the index jump to 5,000 points, up from a previous forecast of 4,400, and about 9% from current levels.</p><p>Citi pushed out its probability of a U.S. recession to the first half of 2024 from the last quarter of this year. The new S&amp;P 500 projections better reflect that, the bank&#39;s strategists said.</p><p>The Wall Street bank now projects earnings of $220 per share in 2023 for companies on the S&amp;P 500, up from the $215 projected earlier.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2355600770","content_text":"(Reuters) - Citigroup raised its year-end target for the S&P 500 by 15% as it now sees a higher probability of a soft landing for the U.S. economy, as well as, an earnings upside.The bank sees the S&P 500 ending 2023 at 4,600 points, a 0.4% uptick from Friday's closing of 4,582.23.For 2024, the outlook seems brighter with Citi seeing the index jump to 5,000 points, up from a previous forecast of 4,400, and about 9% from current levels.Citi pushed out its probability of a U.S. recession to the first half of 2024 from the last quarter of this year. The new S&P 500 projections better reflect that, the bank's strategists said.The Wall Street bank now projects earnings of $220 per share in 2023 for companies on the S&P 500, up from the $215 projected earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203957179572248,"gmtCreate":1690800904403,"gmtModify":1690800907509,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203957179572248","repostId":"1163664485","repostType":4,"repost":{"id":"1163664485","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1690790912,"share":"https://www.laohu8.com/m/news/1163664485?lang=&edition=full","pubTime":"2023-07-31 16:08","market":"us","language":"en","title":"Palantir Gains 4.55% Premarket as Wedbush Offers a Price Target of $25 to It","url":"https://stock-news.laohu8.com/highlight/detail?id=1163664485","media":"Tiger Newspress","summary":"Wedbush Offered a Price Target of $25 to It","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> gained 4.55% in premarket trading.</p><p>Wedbush Securities analyst Dan Ives, who also put a per-share price target of $25 Palantir Technologies (PLTR) shares, said he believes the company has built an &#34;AI fortress&#34; that he believes is &#34;unmatched,&#34; allowing the company to play a key role in the coming artificial intelligence revolution.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13d0536446bf6348f359670574cf30c5\" tg-width=\"801\" tg-height=\"626\"/></p><p>&#34;As we begin the 4th Industrial Revolution, Palantir is engaging in the widespread trend of various industries leveraging recent generative AI innovations to streamline operations and improve expense profiles,&#34; Ives wrote in an investor note. &#34;Given the company&#39;s extensive experience handling customer data, PLTR’s transition to a pure-play AI name will leverage its existing expertise to drive advancements and deliver AI solutions powered by high-quality data.&#34;</p><p>Ives added that Palantir&#39;s (PLTR) &#34;secret sauce&#34; is human-driven analysis that leverages AI and creates platforms that allow their customers to address questions without the need for any kind of expertise. It also works closely with its customers to deploy the product, optimize the workflow and production operation results, allowing it to succeed.</p><p>Over the next six to twelve months, Ives said that Palantir (PLTR) is likely to capitalize on new uses, given its partner ecosystem and &#34;extensive&#34; product capabilities, as enterprises continue to add generative artificial intelligence features.</p><p>&#34;This is early innings on a sum-of-the-parts AI story just on the cusp on monetizing this massive green field AI opportunity,&#34; Ives added.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Gains 4.55% Premarket as Wedbush Offers a Price Target of $25 to It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Gains 4.55% Premarket as Wedbush Offers a Price Target of $25 to It\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-07-31 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> gained 4.55% in premarket trading.</p><p>Wedbush Securities analyst Dan Ives, who also put a per-share price target of $25 Palantir Technologies (PLTR) shares, said he believes the company has built an &#34;AI fortress&#34; that he believes is &#34;unmatched,&#34; allowing the company to play a key role in the coming artificial intelligence revolution.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13d0536446bf6348f359670574cf30c5\" tg-width=\"801\" tg-height=\"626\"/></p><p>&#34;As we begin the 4th Industrial Revolution, Palantir is engaging in the widespread trend of various industries leveraging recent generative AI innovations to streamline operations and improve expense profiles,&#34; Ives wrote in an investor note. &#34;Given the company&#39;s extensive experience handling customer data, PLTR’s transition to a pure-play AI name will leverage its existing expertise to drive advancements and deliver AI solutions powered by high-quality data.&#34;</p><p>Ives added that Palantir&#39;s (PLTR) &#34;secret sauce&#34; is human-driven analysis that leverages AI and creates platforms that allow their customers to address questions without the need for any kind of expertise. It also works closely with its customers to deploy the product, optimize the workflow and production operation results, allowing it to succeed.</p><p>Over the next six to twelve months, Ives said that Palantir (PLTR) is likely to capitalize on new uses, given its partner ecosystem and &#34;extensive&#34; product capabilities, as enterprises continue to add generative artificial intelligence features.</p><p>&#34;This is early innings on a sum-of-the-parts AI story just on the cusp on monetizing this massive green field AI opportunity,&#34; Ives added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163664485","content_text":"Palantir Technologies Inc. gained 4.55% in premarket trading.Wedbush Securities analyst Dan Ives, who also put a per-share price target of $25 Palantir Technologies (PLTR) shares, said he believes the company has built an \"AI fortress\" that he believes is \"unmatched,\" allowing the company to play a key role in the coming artificial intelligence revolution.\"As we begin the 4th Industrial Revolution, Palantir is engaging in the widespread trend of various industries leveraging recent generative AI innovations to streamline operations and improve expense profiles,\" Ives wrote in an investor note. \"Given the company's extensive experience handling customer data, PLTR’s transition to a pure-play AI name will leverage its existing expertise to drive advancements and deliver AI solutions powered by high-quality data.\"Ives added that Palantir's (PLTR) \"secret sauce\" is human-driven analysis that leverages AI and creates platforms that allow their customers to address questions without the need for any kind of expertise. It also works closely with its customers to deploy the product, optimize the workflow and production operation results, allowing it to succeed.Over the next six to twelve months, Ives said that Palantir (PLTR) is likely to capitalize on new uses, given its partner ecosystem and \"extensive\" product capabilities, as enterprises continue to add generative artificial intelligence features.\"This is early innings on a sum-of-the-parts AI story just on the cusp on monetizing this massive green field AI opportunity,\" Ives added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203957367967960,"gmtCreate":1690800880661,"gmtModify":1690800884692,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203957367967960","repostId":"2355623455","repostType":4,"repost":{"id":"2355623455","pubTimestamp":1690774744,"share":"https://www.laohu8.com/m/news/2355623455?lang=&edition=full","pubTime":"2023-07-31 11:39","market":"us","language":"en","title":"Microsoft Stock Price Prediction: Why $400 Could Be Just a Stepping Stone","url":"https://stock-news.laohu8.com/highlight/detail?id=2355623455","media":"InvestorPlace","summary":"Microsoft made a smart move in adding generative AI to its products. Now in mid-2023, MSFT stock investors are reaping the rewards.","content":"<html><head></head><body><ul><li><p><strong>Microsoft</strong> (<strong>MSFT</strong>) announced its pricing for an artificial intelligence (AI) enhanced suite of products.</p></li><li><p>Investors should continue to monitor Microsoft’s progress in attempting to acquire <strong>Activision Blizzard</strong> (<strong>ATVI</strong>).</p></li><li><p>MSFT stock is likely to surpass $400 in the coming months.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1c9606dd26293cbe4a907ee034b5f32\" alt=\"Source: The Art of Pics / Shutterstock.com\" title=\"Source: The Art of Pics / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: The Art of Pics / Shutterstock.com</span></p><p><strong>Microsoft</strong> (NASDAQ:<strong>MSFT</strong>) stock easily broke through $300 earlier this year. Does this mean it’s too expensive to hold now?</p><p>Not necessarily, as businesses are likely willing to pay a high price for Microsoft’s artificial intelligence enabled products. Plus, the company is moving closer to buying out a well-known video-game manufacturer.</p><p>Of course, there’s no guarantee that Microsoft will gain approval for that acquisition anytime soon. With that in mind, Microsoft stock gets a solid “B” rating and investors might consider holding their shares if they’re not ready to add to their positions now.</p><h2 id=\"id_21658038\">AI Puts MSFT Stock on the Path to $400</h2><p>Previously, we argued MSFT stock is likely to reach $400 within the next 12 months. Now, the bull case is only getting stronger even though Microsoft’s trailing 12-month price-to-earnings (P/E) ratio is higher than the sector median P/E ratio.</p><p>Just because Microsoft stock has rallied in 2023, this doesn’t mean it can’t provide value. After all, by embedding generative AI functionality in its most popular products, Microsoft opened the door to powerful revenue streams.</p><p>Thus, it makes sense that Piper Sandler analyst Brent Bracelin called Microsoft stock an “AI All-Star” and assigned a $400 price target on the shares.</p><p>The company announced that Microsoft 365 Copilot “will be priced at $30 per user, per month.”</p><p>Microsoft 365 Copilot helps businesses manage Excel, PowerPoint, Outlook and Teams, and is generative AI-enabled. Oppenheimer analysts had only expected Microsoft to charge businesses $20 per user per month for Microsoft 365 Copilot. So, clearly Microsoft is confident in its ability to commercialize this AI-enhanced product line.</p><h2 id=\"id_1670611539\">Microsoft Clears a Major Hurdle</h2><p>Even while Microsoft generates revenue from generative AI enabled products, the company also seeks to earn income from video game sales. Microsoft is on a long, challenging quest to acquire <em>Call of Duty</em> developer <strong>Activision Blizzard</strong> (NASDAQ:<strong>ATVI</strong>).</p><p>As you may recall, a federal U.S. appeals court rejected the Federal Trade Commission’s move to block the Microsoft-Activision deal. More recently, the FTC appears to have abandoned its efforts to prevent the acquisition through its in-house court.</p><p>This represents a giant leap forward for Microsoft, but it’s not an all-clear for the deal to go through. Microsoft still has to deal with resistance from the Competition and Markets Authority, which is Great Britain’s antitrust regulator.</p><p>According to a <em>Reuters</em> report, the CMA “said it is likely to be able to reach a new provisional view on” a restructured Microsoft-Activision deal “in the week beginning Aug. 7.” So, keep an eye out for further developments on this.</p><h2 id=\"id_1030485695\">Microsoft Stock: Choose Your Strategy</h2><p>Some of Microsoft’s shareholders might be worried about pushback from British antitrust regulators. They can hedge their bets by holding Microsoft stock but not adding to their share positions.</p><p>Just remember, though, that people were concerned about resistance to the Microsoft-Activision deal from U.S. authorities. Now, in 2023’s second half, that resistance has greatly diminished.</p><p>Besides, Microsoft will undoubtedly continue to make waves with its leading-edge, AI-friendly product lines. Therefore, MSFT stock is likely on a path to $400 or more, and it earns a confident “B” rating.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock Price Prediction: Why $400 Could Be Just a Stepping Stone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock Price Prediction: Why $400 Could Be Just a Stepping Stone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-31 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/07/msft-stock-price-prediction-why-400-could-be-just-a-stepping-stone/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) announced its pricing for an artificial intelligence (AI) enhanced suite of products.Investors should continue to monitor Microsoft’s progress in attempting to acquire Activision ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/07/msft-stock-price-prediction-why-400-could-be-just-a-stepping-stone/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4503":"景林资产持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4538":"云计算","BK4581":"高盛持仓","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","BK4504":"桥水持仓","BK4085":"互动家庭娱乐","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","MSFT":"微软","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4548":"巴美列捷福持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0171293334.USD":"贝莱德英国基金A2","LU0109392836.USD":"富兰克林科技股A","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4535":"淡马锡持仓","BK4524":"宅经济概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4527":"明星科技股"},"source_url":"https://investorplace.com/market360/2023/07/msft-stock-price-prediction-why-400-could-be-just-a-stepping-stone/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2355623455","content_text":"Microsoft (MSFT) announced its pricing for an artificial intelligence (AI) enhanced suite of products.Investors should continue to monitor Microsoft’s progress in attempting to acquire Activision Blizzard (ATVI).MSFT stock is likely to surpass $400 in the coming months.Source: The Art of Pics / Shutterstock.comMicrosoft (NASDAQ:MSFT) stock easily broke through $300 earlier this year. Does this mean it’s too expensive to hold now?Not necessarily, as businesses are likely willing to pay a high price for Microsoft’s artificial intelligence enabled products. Plus, the company is moving closer to buying out a well-known video-game manufacturer.Of course, there’s no guarantee that Microsoft will gain approval for that acquisition anytime soon. With that in mind, Microsoft stock gets a solid “B” rating and investors might consider holding their shares if they’re not ready to add to their positions now.AI Puts MSFT Stock on the Path to $400Previously, we argued MSFT stock is likely to reach $400 within the next 12 months. Now, the bull case is only getting stronger even though Microsoft’s trailing 12-month price-to-earnings (P/E) ratio is higher than the sector median P/E ratio.Just because Microsoft stock has rallied in 2023, this doesn’t mean it can’t provide value. After all, by embedding generative AI functionality in its most popular products, Microsoft opened the door to powerful revenue streams.Thus, it makes sense that Piper Sandler analyst Brent Bracelin called Microsoft stock an “AI All-Star” and assigned a $400 price target on the shares.The company announced that Microsoft 365 Copilot “will be priced at $30 per user, per month.”Microsoft 365 Copilot helps businesses manage Excel, PowerPoint, Outlook and Teams, and is generative AI-enabled. Oppenheimer analysts had only expected Microsoft to charge businesses $20 per user per month for Microsoft 365 Copilot. So, clearly Microsoft is confident in its ability to commercialize this AI-enhanced product line.Microsoft Clears a Major HurdleEven while Microsoft generates revenue from generative AI enabled products, the company also seeks to earn income from video game sales. Microsoft is on a long, challenging quest to acquire Call of Duty developer Activision Blizzard (NASDAQ:ATVI).As you may recall, a federal U.S. appeals court rejected the Federal Trade Commission’s move to block the Microsoft-Activision deal. More recently, the FTC appears to have abandoned its efforts to prevent the acquisition through its in-house court.This represents a giant leap forward for Microsoft, but it’s not an all-clear for the deal to go through. Microsoft still has to deal with resistance from the Competition and Markets Authority, which is Great Britain’s antitrust regulator.According to a Reuters report, the CMA “said it is likely to be able to reach a new provisional view on” a restructured Microsoft-Activision deal “in the week beginning Aug. 7.” So, keep an eye out for further developments on this.Microsoft Stock: Choose Your StrategySome of Microsoft’s shareholders might be worried about pushback from British antitrust regulators. They can hedge their bets by holding Microsoft stock but not adding to their share positions.Just remember, though, that people were concerned about resistance to the Microsoft-Activision deal from U.S. authorities. Now, in 2023’s second half, that resistance has greatly diminished.Besides, Microsoft will undoubtedly continue to make waves with its leading-edge, AI-friendly product lines. Therefore, MSFT stock is likely on a path to $400 or more, and it earns a confident “B” rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198068422127760,"gmtCreate":1689390725446,"gmtModify":1689390728530,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198068422127760","repostId":"2351623052","repostType":4,"repost":{"id":"2351623052","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":1689377434,"share":"https://www.laohu8.com/m/news/2351623052?lang=&edition=full","pubTime":"2023-07-15 07:30","market":"us","language":"en","title":"Big-Bank Earnings Show Signs of Soft Landing","url":"https://stock-news.laohu8.com/highlight/detail?id=2351623052","media":"Dow Jones","summary":"The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.JPMorgan Ch","content":"<html><head></head><body><p>The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.</p><p>JPMorgan Chase&#39;s profit soared 67% in the second quarter from a year earlier and Wells Fargo&#39;s jumped 57%, lifted by the income they earned lending out money at higher rates. Citigroup&#39;s net interest income was a bright spot, though profit fell 36%. All three banks beat analysts&#39; expectations for profit and revenue.</p><p>The three banks collectively grew their loan books from a year earlier, thanks partly to an increase in credit-card balances, which padded revenues. The banks lifted their forecasts for their 2023 lending profits, proof they don&#39;t expect to see a major shift in borrowing or deposits.</p><p>Analysts and investors largely agree that the economy has been slowing since the Federal Reserve began lifting rates last year. Still, Friday&#39;s results made it easy to forget there was a banking crisis this year.</p><p>The higher interest rates that pushed Silicon Valley Bank, Signature Bank and First Republic Bank to failure have largely been a benefit for the megabanks, which all attracted customers reaching for safety. JPMorgan&#39;s purchase of First Republic, with government aid, boosted its consumer and commercial businesses and gave the bank an immediate $2.7 billion gain.</p><p>The picture could be less rosy for smaller and midsize lenders, which will start reporting results next week. While banks of all sizes are paying more in interest to keep yield-hungry customers from yanking their deposits, the extra expense can be hard on smaller banks.</p><p>Bank stocks have diverged this year. JPMorgan, Wells Fargo and Citi are all up in 2023. Friday, JPMorgan rose 0.6%, while Wells Fargo fell 0.3% and Citigroup dropped 4%. The broader KBW Nasdaq Bank Index is down 18% for the year and fell Friday, a sign that investors are worried about smaller banks&#39; deposit costs.</p><p>Some regional banks have lowered their second-quarter earnings forecasts in recent weeks, saying they underestimated how much they would have to shell out on deposits.</p><p>While executives at all three big banks said they continue to believe the economy is strong, especially when looking at U.S. consumers, they all cautioned there is too much uncertainty to be sure of the future.</p><p>&#34;I don&#39;t know whether it&#39;s going to be a soft landing, a mild recession or a hard recession,&#34; JPMorgan Chief Executive Jamie Dimon told reporters.</p><p>Loan defaults increased slightly but remain historically low. The big banks set aside some money for potential future defaults, particularly in commercial real estate, but the charges weren&#39;t as large as what they took when anticipating steep economic declines.</p><p>Bankers and regulators say that the March crisis has receded, and recent economic data has spurred hopes the worst-case economic scenarios they feared won&#39;t materialize.</p><p>The optimism is showing up in markets too, with investors embracing risk-on trades they had avoided for much of 2022. Megacap tech stocks are up, with the Nasdaq Composite just wrapping up its best first half to a year since the 1980s. Bitcoin rose more than 80% in the first half of the year, even though regulators sued the biggest crypto exchanges.</p><p>&#34;The U.S. economy continues to perform better than many expected and although there will likely be continued economic slowing and uncertainty remains, it is quite possible the range of scenarios will narrow over the next few quarters,&#34; Wells Fargo CEO Charlie Scharf said on a call with analysts.</p><p>JPMorgan, Wells Fargo and Citi together earned $49 billion in net interest income last quarter, up 31% from a year earlier, as loans increased and they charged more for them.</p><p>Customers at all three banks spent more on their credit cards, and more borrowers carried over balances each month. Loans to businesses were up at JPMorgan and Wells Fargo.</p><p>Even mortgage originations, which are heavily impacted by rates, increased from earlier in the year at Wells and JPMorgan, though they remained down sharply from a year ago.</p><p>&#34;Overall, I&#39;d say we are seeing a more cautious consumer, but not necessarily a recessionary one,&#34; Citi CEO Jane Fraser said.</p><p>But the going is getting tougher even for the big banks.</p><p>All three banks had to pay more to depositors to keep them from moving money into higher-yielding money-market funds, after years of paying next to nothing on consumer checking accounts.</p><p>And customers still pulled money. Deposits fell 3% from a year earlier at JPMorgan and 6% at Wells Fargo. They were roughly flat at Citi.</p><p>Those results spooked investors across the banking sector, where smaller and less-diversified banks have a harder time offsetting those costs. Regional banks slumped Friday and custody banks State Street and Bank of New York Mellon dropped sharply.</p><p>Meanwhile, loans might sour as well if higher rates take a bigger toll on consumers and businesses.</p><p>&#34;We&#39;re still very early in the cycle. This is going to play out over an extended period,&#34; said Mike Santomassimo, Wells Fargo&#39;s chief financial officer, on a call with reporters. The bank set aside nearly $1 billion to cover expected bad loans, largely in commercial real estate.</p><p>JPMorgan executives characterized the slight increase in loan defaults as more historically normal, not a concerning deterioration.</p><p>Banks also are becoming more selective about the loans they make. &#34;The economy has slowed, and we&#39;ve taken some credit tightening actions,&#34; Scharf said on the analyst call.</p><p>Wall Street businesses remained in the doldrums. Investment banking, which includes fees from mergers and selling corporate stock and debt, fell 6% from a year earlier at JPMorgan and 24% at Citi. Trading declined 10% at JPMorgan and 13% at Citi.</p><p>&#34;People should feel that the economy is on a pretty solid footing, which is surprising given the pace of interest rate hikes,&#34; said Jean Rosenbaum, senior portfolio manager at GYL Financial Synergies.</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>Big-Bank Earnings Show Signs of Soft Landing</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\">\nBig-Bank Earnings Show Signs of Soft Landing\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\">2023-07-15 07:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.</p><p>JPMorgan Chase&#39;s profit soared 67% in the second quarter from a year earlier and Wells Fargo&#39;s jumped 57%, lifted by the income they earned lending out money at higher rates. Citigroup&#39;s net interest income was a bright spot, though profit fell 36%. All three banks beat analysts&#39; expectations for profit and revenue.</p><p>The three banks collectively grew their loan books from a year earlier, thanks partly to an increase in credit-card balances, which padded revenues. The banks lifted their forecasts for their 2023 lending profits, proof they don&#39;t expect to see a major shift in borrowing or deposits.</p><p>Analysts and investors largely agree that the economy has been slowing since the Federal Reserve began lifting rates last year. Still, Friday&#39;s results made it easy to forget there was a banking crisis this year.</p><p>The higher interest rates that pushed Silicon Valley Bank, Signature Bank and First Republic Bank to failure have largely been a benefit for the megabanks, which all attracted customers reaching for safety. JPMorgan&#39;s purchase of First Republic, with government aid, boosted its consumer and commercial businesses and gave the bank an immediate $2.7 billion gain.</p><p>The picture could be less rosy for smaller and midsize lenders, which will start reporting results next week. While banks of all sizes are paying more in interest to keep yield-hungry customers from yanking their deposits, the extra expense can be hard on smaller banks.</p><p>Bank stocks have diverged this year. JPMorgan, Wells Fargo and Citi are all up in 2023. Friday, JPMorgan rose 0.6%, while Wells Fargo fell 0.3% and Citigroup dropped 4%. The broader KBW Nasdaq Bank Index is down 18% for the year and fell Friday, a sign that investors are worried about smaller banks&#39; deposit costs.</p><p>Some regional banks have lowered their second-quarter earnings forecasts in recent weeks, saying they underestimated how much they would have to shell out on deposits.</p><p>While executives at all three big banks said they continue to believe the economy is strong, especially when looking at U.S. consumers, they all cautioned there is too much uncertainty to be sure of the future.</p><p>&#34;I don&#39;t know whether it&#39;s going to be a soft landing, a mild recession or a hard recession,&#34; JPMorgan Chief Executive Jamie Dimon told reporters.</p><p>Loan defaults increased slightly but remain historically low. The big banks set aside some money for potential future defaults, particularly in commercial real estate, but the charges weren&#39;t as large as what they took when anticipating steep economic declines.</p><p>Bankers and regulators say that the March crisis has receded, and recent economic data has spurred hopes the worst-case economic scenarios they feared won&#39;t materialize.</p><p>The optimism is showing up in markets too, with investors embracing risk-on trades they had avoided for much of 2022. Megacap tech stocks are up, with the Nasdaq Composite just wrapping up its best first half to a year since the 1980s. Bitcoin rose more than 80% in the first half of the year, even though regulators sued the biggest crypto exchanges.</p><p>&#34;The U.S. economy continues to perform better than many expected and although there will likely be continued economic slowing and uncertainty remains, it is quite possible the range of scenarios will narrow over the next few quarters,&#34; Wells Fargo CEO Charlie Scharf said on a call with analysts.</p><p>JPMorgan, Wells Fargo and Citi together earned $49 billion in net interest income last quarter, up 31% from a year earlier, as loans increased and they charged more for them.</p><p>Customers at all three banks spent more on their credit cards, and more borrowers carried over balances each month. Loans to businesses were up at JPMorgan and Wells Fargo.</p><p>Even mortgage originations, which are heavily impacted by rates, increased from earlier in the year at Wells and JPMorgan, though they remained down sharply from a year ago.</p><p>&#34;Overall, I&#39;d say we are seeing a more cautious consumer, but not necessarily a recessionary one,&#34; Citi CEO Jane Fraser said.</p><p>But the going is getting tougher even for the big banks.</p><p>All three banks had to pay more to depositors to keep them from moving money into higher-yielding money-market funds, after years of paying next to nothing on consumer checking accounts.</p><p>And customers still pulled money. Deposits fell 3% from a year earlier at JPMorgan and 6% at Wells Fargo. They were roughly flat at Citi.</p><p>Those results spooked investors across the banking sector, where smaller and less-diversified banks have a harder time offsetting those costs. Regional banks slumped Friday and custody banks State Street and Bank of New York Mellon dropped sharply.</p><p>Meanwhile, loans might sour as well if higher rates take a bigger toll on consumers and businesses.</p><p>&#34;We&#39;re still very early in the cycle. This is going to play out over an extended period,&#34; said Mike Santomassimo, Wells Fargo&#39;s chief financial officer, on a call with reporters. The bank set aside nearly $1 billion to cover expected bad loans, largely in commercial real estate.</p><p>JPMorgan executives characterized the slight increase in loan defaults as more historically normal, not a concerning deterioration.</p><p>Banks also are becoming more selective about the loans they make. &#34;The economy has slowed, and we&#39;ve taken some credit tightening actions,&#34; Scharf said on the analyst call.</p><p>Wall Street businesses remained in the doldrums. Investment banking, which includes fees from mergers and selling corporate stock and debt, fell 6% from a year earlier at JPMorgan and 24% at Citi. Trading declined 10% at JPMorgan and 13% at Citi.</p><p>&#34;People should feel that the economy is on a pretty solid footing, which is surprising given the pace of interest rate hikes,&#34; said Jean Rosenbaum, senior portfolio manager at GYL Financial Synergies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗","WFC":"富国银行","FRCB":"第一共和银行","JPM":"摩根大通"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2351623052","content_text":"The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.JPMorgan Chase's profit soared 67% in the second quarter from a year earlier and Wells Fargo's jumped 57%, lifted by the income they earned lending out money at higher rates. Citigroup's net interest income was a bright spot, though profit fell 36%. All three banks beat analysts' expectations for profit and revenue.The three banks collectively grew their loan books from a year earlier, thanks partly to an increase in credit-card balances, which padded revenues. The banks lifted their forecasts for their 2023 lending profits, proof they don't expect to see a major shift in borrowing or deposits.Analysts and investors largely agree that the economy has been slowing since the Federal Reserve began lifting rates last year. Still, Friday's results made it easy to forget there was a banking crisis this year.The higher interest rates that pushed Silicon Valley Bank, Signature Bank and First Republic Bank to failure have largely been a benefit for the megabanks, which all attracted customers reaching for safety. JPMorgan's purchase of First Republic, with government aid, boosted its consumer and commercial businesses and gave the bank an immediate $2.7 billion gain.The picture could be less rosy for smaller and midsize lenders, which will start reporting results next week. While banks of all sizes are paying more in interest to keep yield-hungry customers from yanking their deposits, the extra expense can be hard on smaller banks.Bank stocks have diverged this year. JPMorgan, Wells Fargo and Citi are all up in 2023. Friday, JPMorgan rose 0.6%, while Wells Fargo fell 0.3% and Citigroup dropped 4%. The broader KBW Nasdaq Bank Index is down 18% for the year and fell Friday, a sign that investors are worried about smaller banks' deposit costs.Some regional banks have lowered their second-quarter earnings forecasts in recent weeks, saying they underestimated how much they would have to shell out on deposits.While executives at all three big banks said they continue to believe the economy is strong, especially when looking at U.S. consumers, they all cautioned there is too much uncertainty to be sure of the future.\"I don't know whether it's going to be a soft landing, a mild recession or a hard recession,\" JPMorgan Chief Executive Jamie Dimon told reporters.Loan defaults increased slightly but remain historically low. The big banks set aside some money for potential future defaults, particularly in commercial real estate, but the charges weren't as large as what they took when anticipating steep economic declines.Bankers and regulators say that the March crisis has receded, and recent economic data has spurred hopes the worst-case economic scenarios they feared won't materialize.The optimism is showing up in markets too, with investors embracing risk-on trades they had avoided for much of 2022. Megacap tech stocks are up, with the Nasdaq Composite just wrapping up its best first half to a year since the 1980s. Bitcoin rose more than 80% in the first half of the year, even though regulators sued the biggest crypto exchanges.\"The U.S. economy continues to perform better than many expected and although there will likely be continued economic slowing and uncertainty remains, it is quite possible the range of scenarios will narrow over the next few quarters,\" Wells Fargo CEO Charlie Scharf said on a call with analysts.JPMorgan, Wells Fargo and Citi together earned $49 billion in net interest income last quarter, up 31% from a year earlier, as loans increased and they charged more for them.Customers at all three banks spent more on their credit cards, and more borrowers carried over balances each month. Loans to businesses were up at JPMorgan and Wells Fargo.Even mortgage originations, which are heavily impacted by rates, increased from earlier in the year at Wells and JPMorgan, though they remained down sharply from a year ago.\"Overall, I'd say we are seeing a more cautious consumer, but not necessarily a recessionary one,\" Citi CEO Jane Fraser said.But the going is getting tougher even for the big banks.All three banks had to pay more to depositors to keep them from moving money into higher-yielding money-market funds, after years of paying next to nothing on consumer checking accounts.And customers still pulled money. Deposits fell 3% from a year earlier at JPMorgan and 6% at Wells Fargo. They were roughly flat at Citi.Those results spooked investors across the banking sector, where smaller and less-diversified banks have a harder time offsetting those costs. Regional banks slumped Friday and custody banks State Street and Bank of New York Mellon dropped sharply.Meanwhile, loans might sour as well if higher rates take a bigger toll on consumers and businesses.\"We're still very early in the cycle. This is going to play out over an extended period,\" said Mike Santomassimo, Wells Fargo's chief financial officer, on a call with reporters. The bank set aside nearly $1 billion to cover expected bad loans, largely in commercial real estate.JPMorgan executives characterized the slight increase in loan defaults as more historically normal, not a concerning deterioration.Banks also are becoming more selective about the loans they make. \"The economy has slowed, and we've taken some credit tightening actions,\" Scharf said on the analyst call.Wall Street businesses remained in the doldrums. Investment banking, which includes fees from mergers and selling corporate stock and debt, fell 6% from a year earlier at JPMorgan and 24% at Citi. Trading declined 10% at JPMorgan and 13% at Citi.\"People should feel that the economy is on a pretty solid footing, which is surprising given the pace of interest rate hikes,\" said Jean Rosenbaum, senior portfolio manager at GYL Financial Synergies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197285471756336,"gmtCreate":1689205748401,"gmtModify":1689205751495,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197285471756336","repostId":"1151327931","repostType":4,"repost":{"id":"1151327931","pubTimestamp":1689166403,"share":"https://www.laohu8.com/m/news/1151327931?lang=&edition=full","pubTime":"2023-07-12 20:53","market":"us","language":"en","title":"Traders Bet Slowing Inflation Will Let Fed Pause After July Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1151327931","media":"Reuters","summary":"Inflation is slowing fast enough to allow the Federal Reserve to stop tightening U.S. monetary policy after what is still widely expected to be an interest-rate hike at its meeting in two weeks time, traders bet on Wednesday.Implied yields on futures tied to the U.S. central bank's policy rate fell after a government report showed consumer prices last month rose 3.0% from a year earlier, after climbing 4.0% in May.Underlying inflation, whose persistence has been particularly worrying to Fed poli","content":"<html><head></head><body><p>Inflation is slowing fast enough to allow the Federal Reserve to stop tightening U.S. monetary policy after what is still widely expected to be an interest-rate hike at its meeting in two weeks time, traders bet on Wednesday.</p><p style=\"text-align: start;\">Implied yields on futures tied to the U.S. central bank&#39;s policy rate fell after a government report showed consumer prices last month rose 3.0% from a year earlier, after climbing 4.0% in May.</p><p style=\"text-align: start;\">Underlying inflation, whose persistence has been particularly worrying to Fed policymakers, eased more than expected to 4.8%.</p><p style=\"text-align: start;\">The contract pricing still shows traders overwhelmingly expect the policy rate to rise a quarter point, to a 5.25%-5.5% range, at the Fed&#39;s July 25-26 meeting, but now see about a 25% chance of another rate hike before year&#39;s end, down from about 35% before the report.</p></body></html>","source":"lsy1601381805984","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>Traders Bet Slowing Inflation Will Let Fed Pause After July Hike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTraders Bet Slowing Inflation Will Let Fed Pause After July Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-12 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/traders-bet-slowing-inflation-let-124506554.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Inflation is slowing fast enough to allow the Federal Reserve to stop tightening U.S. monetary policy after what is still widely expected to be an interest-rate hike at its meeting in two weeks time, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/traders-bet-slowing-inflation-let-124506554.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/traders-bet-slowing-inflation-let-124506554.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151327931","content_text":"Inflation is slowing fast enough to allow the Federal Reserve to stop tightening U.S. monetary policy after what is still widely expected to be an interest-rate hike at its meeting in two weeks time, traders bet on Wednesday.Implied yields on futures tied to the U.S. central bank's policy rate fell after a government report showed consumer prices last month rose 3.0% from a year earlier, after climbing 4.0% in May.Underlying inflation, whose persistence has been particularly worrying to Fed policymakers, eased more than expected to 4.8%.The contract pricing still shows traders overwhelmingly expect the policy rate to rise a quarter point, to a 5.25%-5.5% range, at the Fed's July 25-26 meeting, but now see about a 25% chance of another rate hike before year's end, down from about 35% before the report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196615638503640,"gmtCreate":1689042726938,"gmtModify":1689042730325,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196615638503640","repostId":"2350316023","repostType":4,"repost":{"id":"2350316023","pubTimestamp":1689039617,"share":"https://www.laohu8.com/m/news/2350316023?lang=&edition=full","pubTime":"2023-07-11 09:40","market":"sg","language":"en","title":"How to Build Wealth By Investing in Singapore Property Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2350316023","media":"The Smart Investor","summary":"Property stocks can help you to enjoy the best of both worlds while also providing you with peace of mind during crises.","content":"<html><head></head><body><p>Singaporeans have a love affair with properties. </p><p>You just have to look at the large crowds at newly-launched condominiums.</p><p>It’s not hard to understand why. </p><p>Property is a tangible asset that can hold its value during downturns. Meanwhile, you can rent it out for passive rental income.</p><p>There’s a downside, though. </p><p>For most of us, investing in property requires you to take on debt due to the high capital amount needed.</p><p>It gets worse. </p><p>In a rising interest rate environment, you may have to cough up higher sums to service your mortgage.</p><p>That’s not all. </p><p>Owning physical property is also a concentrated bet.</p><p>If anything goes awry with your property, you may lose your rental income or be forced to cough out more dollars to repair it.</p><p>Finally, rental income earned from leasing out your property is also taxable, further reducing the yield you obtain from your investment property.</p><p>Let’s not forget that there are also property taxes to pay as well as lawyer and transaction fees relating to the purchase of a property.</p><p>There is a convenient alternative, though, and that is to park your money in a basket of dividend-paying property stocks such as property developers and REITs.</p><h2 id=\"id_2842792920\">Diversifying your risks</h2><p>By doing so, you can diversify your risks as you will gain exposure to different property sub-classes and regions.</p><p>For instance, <a href=\"https://laohu8.com/S/C2PU.SI\">Parkway Life REIT</a> and <a href=\"https://laohu8.com/S/AW9U.SI\">First REIT</a> offers exposure to healthcare properties such as hospitals and nursing homes.</p><p><a href=\"https://laohu8.com/S/ME8U.SI\">Mapletree Industrial Trust</a>, on the other hand, gives you the chance to invest in data centres and industrial properties.</p><p>The exposure to different property types mitigates the risk of owning a single property sub-class such as residential property that may be subject to government cooling measures or adverse regulations.</p><p>Parkway Life REIT offers exposure to Singapore and Japan while owning a piece of <strong>Link REIT</strong> (HKSE: 0823) gives you a slice of Hong Kong retail assets.</p><p>This flexibility allows you to diversify your portfolio to gain exposure to different growth opportunities and mitigates the risk of exposure to any single region or asset type.</p><h2 id=\"id_2965861114\">Enjoying a healthy stream of passive income</h2><p>The beauty of owning dividend-paying stocks is that you get to enjoy a healthy and growing stream of passive income that flows directly into your bank account.</p><p>REITs such as <a href=\"https://laohu8.com/S/M44U.SI\">Mapletree Logistics Trust</a> pay a quarterly distribution and currently provide a historical distribution yield of 5.5%.</p><p><a href=\"https://laohu8.com/S/A17U.SI\">CapitaLand Ascendas REIT</a> is one of the oldest industrial REITs and paid out a distribution per unit of S$0.15798 for 2022.</p><p>At this level, units offer an attractive distribution yield of 5.8%.</p><p>Property developers such as <a href=\"https://laohu8.com/S/C09.SI\">City Developments Limited</a> also dish out dividends.</p><p>The former paid a total cash dividend of S$0.28 for 2022 while the latter maintained its US$0.22 annual dividend despite reporting a lower year-on-year underlying net profit.</p><h2 id=\"id_1204821180\">Backed by physical assets</h2><p>When you put money into property stocks, their value is backed by physical assets.</p><p>REITs have a portfolio of properties while property giants have a land bank and a portfolio of investment properties.</p><p>These physical assets, in the hands of a good management team, mean that you can enjoy a good night’s sleep without worrying whether the stock will go to zero during a crisis.</p><h2 id=\"id_1712344865\">Compounding at its finest</h2><p>With a portfolio of property stocks paying out regular dividends, you are now well-positioned to benefit from the magic of compounding.</p><p>You don’t need a big sum of money to get started. </p><p>You can easily begin with a four-digit sum and then slowly increase your investment as time goes by.</p><p>With the dividends you receive, you can then reinvest them in the same REITs and property companies and increase your stakes in them.</p><p>Over time, as you grow your portfolio’s value, this stream of passive income will also increase in tandem, putting you in a better position to enjoy your eventual retirement.</p><p>Of course, patience is required as compounding takes time.</p><p>But if done right, you should expect to see your investment portfolio of property-related stocks steadily increase in value over the years and decades.</p><h2 id=\"id_1198979277\">Get Smart: Do not wait too long to start building your wealth</h2><p>Don’t wait too long to start building your nest egg.</p><p>Time is of the essence and the younger you begin your investment journey, the more chances you have to compound.</p><p>Property stocks and REITs can give you the best of both worlds as they offer growth and dole out dependable dividends.</p></body></html>","source":"thesmartinvestor_highlight","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>How to Build Wealth By Investing in Singapore Property Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow to Build Wealth By Investing in Singapore Property Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-11 09:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/how-you-can-build-wealth-by-investing-in-property-stocks/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singaporeans have a love affair with properties. You just have to look at the large crowds at newly-launched condominiums.It’s not hard to understand why. Property is a tangible asset that can hold ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/how-you-can-build-wealth-by-investing-in-property-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ME8U.SI":"丰树工业信托","BK6133":"工业房地产信托","A17U.SI":"凯德腾飞房产信托","C09.SI":"城市发展","C2PU.SI":"百汇生命产业信托","BK6108":"医疗保健房地产投资信托","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","BK6523":"ESG概念","BK6134":"医疗保健房地产信托","M44U.SI":"丰树物流信托","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","BK6098":"多样化房地产活动","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","BK6512":"房地产股","BK6082":"工业房地产投资信托","AW9U.SI":"先锋医疗产业信托"},"source_url":"https://thesmartinvestor.com.sg/how-you-can-build-wealth-by-investing-in-property-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2350316023","content_text":"Singaporeans have a love affair with properties. You just have to look at the large crowds at newly-launched condominiums.It’s not hard to understand why. Property is a tangible asset that can hold its value during downturns. Meanwhile, you can rent it out for passive rental income.There’s a downside, though. For most of us, investing in property requires you to take on debt due to the high capital amount needed.It gets worse. In a rising interest rate environment, you may have to cough up higher sums to service your mortgage.That’s not all. Owning physical property is also a concentrated bet.If anything goes awry with your property, you may lose your rental income or be forced to cough out more dollars to repair it.Finally, rental income earned from leasing out your property is also taxable, further reducing the yield you obtain from your investment property.Let’s not forget that there are also property taxes to pay as well as lawyer and transaction fees relating to the purchase of a property.There is a convenient alternative, though, and that is to park your money in a basket of dividend-paying property stocks such as property developers and REITs.Diversifying your risksBy doing so, you can diversify your risks as you will gain exposure to different property sub-classes and regions.For instance, Parkway Life REIT and First REIT offers exposure to healthcare properties such as hospitals and nursing homes.Mapletree Industrial Trust, on the other hand, gives you the chance to invest in data centres and industrial properties.The exposure to different property types mitigates the risk of owning a single property sub-class such as residential property that may be subject to government cooling measures or adverse regulations.Parkway Life REIT offers exposure to Singapore and Japan while owning a piece of Link REIT (HKSE: 0823) gives you a slice of Hong Kong retail assets.This flexibility allows you to diversify your portfolio to gain exposure to different growth opportunities and mitigates the risk of exposure to any single region or asset type.Enjoying a healthy stream of passive incomeThe beauty of owning dividend-paying stocks is that you get to enjoy a healthy and growing stream of passive income that flows directly into your bank account.REITs such as Mapletree Logistics Trust pay a quarterly distribution and currently provide a historical distribution yield of 5.5%.CapitaLand Ascendas REIT is one of the oldest industrial REITs and paid out a distribution per unit of S$0.15798 for 2022.At this level, units offer an attractive distribution yield of 5.8%.Property developers such as City Developments Limited also dish out dividends.The former paid a total cash dividend of S$0.28 for 2022 while the latter maintained its US$0.22 annual dividend despite reporting a lower year-on-year underlying net profit.Backed by physical assetsWhen you put money into property stocks, their value is backed by physical assets.REITs have a portfolio of properties while property giants have a land bank and a portfolio of investment properties.These physical assets, in the hands of a good management team, mean that you can enjoy a good night’s sleep without worrying whether the stock will go to zero during a crisis.Compounding at its finestWith a portfolio of property stocks paying out regular dividends, you are now well-positioned to benefit from the magic of compounding.You don’t need a big sum of money to get started. You can easily begin with a four-digit sum and then slowly increase your investment as time goes by.With the dividends you receive, you can then reinvest them in the same REITs and property companies and increase your stakes in them.Over time, as you grow your portfolio’s value, this stream of passive income will also increase in tandem, putting you in a better position to enjoy your eventual retirement.Of course, patience is required as compounding takes time.But if done right, you should expect to see your investment portfolio of property-related stocks steadily increase in value over the years and decades.Get Smart: Do not wait too long to start building your wealthDon’t wait too long to start building your nest egg.Time is of the essence and the younger you begin your investment journey, the more chances you have to compound.Property stocks and REITs can give you the best of both worlds as they offer growth and dole out dependable dividends.","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196576623530176,"gmtCreate":1689032991150,"gmtModify":1689032994240,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196576623530176","repostId":"2350649391","repostType":4,"repost":{"id":"2350649391","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":1689029695,"share":"https://www.laohu8.com/m/news/2350649391?lang=&edition=full","pubTime":"2023-07-11 06:54","market":"us","language":"en","title":"Wall St Ends up; Investors Digest Fed Official Comments","url":"https://stock-news.laohu8.com/highlight/detail?id=2350649391","media":"Reuters","summary":"Chip stocks higherCarl Icahn unties personal loans from IEP's share priceDow ends up 0.62%, S&P 500 up 0.24%, Nasdaq up 0.18%U.S. stocks ended higher on Monday following last week's losses, while Fede","content":"<html><head></head><body><ul><li><p>Chip stocks higher</p></li><li><p>Carl Icahn unties personal loans from IEP&#39;s share price</p></li><li><p>Dow ends up 0.62%, S&amp;P 500 up 0.24%, Nasdaq up 0.18%</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98e3b50afd5e3570f5dd456b643c4928\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>U.S. stocks ended higher on Monday following last week&#39;s losses, while Federal Reserve officials&#39; comments bolstered the view that the U.S. central bank may be near the end of its tightening cycle.</p><p>The S&amp;P 500 added to slight gains before the close, with caution prevailing for much of the session ahead of Wednesday&#39;s consumer prices report and the start of second-quarter earnings later this week.</p><p>Investors are anxious to see if price pressures are continuing to moderate. That could shed light on the interest rate outlook, with many traders expecting the Fed to raise interest rates by 25 basis points this month.</p><p>Several Fed officials said on Monday additional interest rate hikes are needed to bring down inflation that is still too high, but the end to the U.S. central bank&#39;s current monetary policy tightening cycle is getting close.</p><p>&#34;The market is obviously poised for the opening of earnings season,&#34; but investors are also hyper-focused on consumer prices and a heavy roster of Fed speakers this week, said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>The outlook for interest rates is &#34;what the market is concerned about,&#34; she added.</p><p>S&amp;P 500 company earnings are due to unofficially kick off this week with reports from some big U.S. banks. Analysts expect earnings to have fallen 6.4% in the second quarter from the year-ago period, IBES data from Refinitiv showed.</p><p>Among the day&#39;s best performers, shares of Intel rose 2.8% and an index of semiconductors was up 2.1%.</p><p>The Dow Jones Industrial Average rose 209.52 points, or 0.62%, to 33,944.4, the S&amp;P 500 gained 10.58 points, or 0.24%, at 4,409.53 and the Nasdaq Composite added 24.77 points, or 0.18%, at 13,685.48.</p><p>Icahn Enterprises surged 20.2% after the investment firm said Carl Icahn and banks have finalized amended loan agreements that untie the activist investor&#39;s personal loans from the trading price of his firm.</p><p>Citigroup strategists on Monday downgraded U.S. stocks to &#34;neutral,&#34; and said megacap growth is set for a pullback and U.S. recession risks could still bite.</p><p>Volume on U.S. exchanges was 10.20 billion shares, compared with the 11.09 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered decliners on the NYSE by a 2.23-to-1 ratio; on Nasdaq, a 2.06-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 28 new 52-week highs and four new lows; the Nasdaq Composite recorded 59 new highs and 47 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Ends up; Investors Digest Fed Official Comments</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Ends up; Investors Digest Fed Official Comments\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\">2023-07-11 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><p>Chip stocks higher</p></li><li><p>Carl Icahn unties personal loans from IEP&#39;s share price</p></li><li><p>Dow ends up 0.62%, S&amp;P 500 up 0.24%, Nasdaq up 0.18%</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98e3b50afd5e3570f5dd456b643c4928\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>U.S. stocks ended higher on Monday following last week&#39;s losses, while Federal Reserve officials&#39; comments bolstered the view that the U.S. central bank may be near the end of its tightening cycle.</p><p>The S&amp;P 500 added to slight gains before the close, with caution prevailing for much of the session ahead of Wednesday&#39;s consumer prices report and the start of second-quarter earnings later this week.</p><p>Investors are anxious to see if price pressures are continuing to moderate. That could shed light on the interest rate outlook, with many traders expecting the Fed to raise interest rates by 25 basis points this month.</p><p>Several Fed officials said on Monday additional interest rate hikes are needed to bring down inflation that is still too high, but the end to the U.S. central bank&#39;s current monetary policy tightening cycle is getting close.</p><p>&#34;The market is obviously poised for the opening of earnings season,&#34; but investors are also hyper-focused on consumer prices and a heavy roster of Fed speakers this week, said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>The outlook for interest rates is &#34;what the market is concerned about,&#34; she added.</p><p>S&amp;P 500 company earnings are due to unofficially kick off this week with reports from some big U.S. banks. Analysts expect earnings to have fallen 6.4% in the second quarter from the year-ago period, IBES data from Refinitiv showed.</p><p>Among the day&#39;s best performers, shares of Intel rose 2.8% and an index of semiconductors was up 2.1%.</p><p>The Dow Jones Industrial Average rose 209.52 points, or 0.62%, to 33,944.4, the S&amp;P 500 gained 10.58 points, or 0.24%, at 4,409.53 and the Nasdaq Composite added 24.77 points, or 0.18%, at 13,685.48.</p><p>Icahn Enterprises surged 20.2% after the investment firm said Carl Icahn and banks have finalized amended loan agreements that untie the activist investor&#39;s personal loans from the trading price of his firm.</p><p>Citigroup strategists on Monday downgraded U.S. stocks to &#34;neutral,&#34; and said megacap growth is set for a pullback and U.S. recession risks could still bite.</p><p>Volume on U.S. exchanges was 10.20 billion shares, compared with the 11.09 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered decliners on the NYSE by a 2.23-to-1 ratio; on Nasdaq, a 2.06-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 28 new 52-week highs and four new lows; the Nasdaq Composite recorded 59 new highs and 47 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4206":"工业集团企业","BK4535":"淡马锡持仓","BK4527":"明星科技股","DJX":"1/100道琼斯","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4141":"半导体产品","BK4550":"红杉资本持仓","BK4588":"碎股","SDOW":"道指三倍做空ETF-ProShares","SSO":"两倍做多标普500ETF","LU1046421795.USD":"富达环球科技A-ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4573":"虚拟现实","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","BK4581":"高盛持仓","BK4512":"苹果概念","BK4504":"桥水持仓","SPXU":"三倍做空标普500ETF","IEP":"伊坎企业","DDM":"道指两倍做多ETF","BK4529":"IDC概念","QCOM":"高通","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF",".DJI":"道琼斯","DOG":"道指反向ETF","BK4554":"元宇宙及AR概念",".IXIC":"NASDAQ Composite","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","OEF":"标普100指数ETF-iShares","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","SPY":"标普500ETF","DXD":"道指两倍做空ETF",".SPX":"S&P 500 Index","OEX":"标普100","BK4585":"ETF&股票定投概念","IVV":"标普500指数ETF","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","INTC":"英特尔","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2350649391","content_text":"Chip stocks higherCarl Icahn unties personal loans from IEP's share priceDow ends up 0.62%, S&P 500 up 0.24%, Nasdaq up 0.18%U.S. stocks ended higher on Monday following last week's losses, while Federal Reserve officials' comments bolstered the view that the U.S. central bank may be near the end of its tightening cycle.The S&P 500 added to slight gains before the close, with caution prevailing for much of the session ahead of Wednesday's consumer prices report and the start of second-quarter earnings later this week.Investors are anxious to see if price pressures are continuing to moderate. That could shed light on the interest rate outlook, with many traders expecting the Fed to raise interest rates by 25 basis points this month.Several Fed officials said on Monday additional interest rate hikes are needed to bring down inflation that is still too high, but the end to the U.S. central bank's current monetary policy tightening cycle is getting close.\"The market is obviously poised for the opening of earnings season,\" but investors are also hyper-focused on consumer prices and a heavy roster of Fed speakers this week, said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.The outlook for interest rates is \"what the market is concerned about,\" she added.S&P 500 company earnings are due to unofficially kick off this week with reports from some big U.S. banks. Analysts expect earnings to have fallen 6.4% in the second quarter from the year-ago period, IBES data from Refinitiv showed.Among the day's best performers, shares of Intel rose 2.8% and an index of semiconductors was up 2.1%.The Dow Jones Industrial Average rose 209.52 points, or 0.62%, to 33,944.4, the S&P 500 gained 10.58 points, or 0.24%, at 4,409.53 and the Nasdaq Composite added 24.77 points, or 0.18%, at 13,685.48.Icahn Enterprises surged 20.2% after the investment firm said Carl Icahn and banks have finalized amended loan agreements that untie the activist investor's personal loans from the trading price of his firm.Citigroup strategists on Monday downgraded U.S. stocks to \"neutral,\" and said megacap growth is set for a pullback and U.S. recession risks could still bite.Volume on U.S. exchanges was 10.20 billion shares, compared with the 11.09 billion average for the full session over the last 20 trading days.Advancing issues outnumbered decliners on the NYSE by a 2.23-to-1 ratio; on Nasdaq, a 2.06-to-1 ratio favored advancers.The S&P 500 posted 28 new 52-week highs and four new lows; the Nasdaq Composite recorded 59 new highs and 47 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196239320297480,"gmtCreate":1688947351406,"gmtModify":1688947354507,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196239320297480","repostId":"1115366793","repostType":4,"repost":{"id":"1115366793","pubTimestamp":1688862081,"share":"https://www.laohu8.com/m/news/1115366793?lang=&edition=full","pubTime":"2023-07-09 08:21","market":"us","language":"en","title":"Stock Market Short Sellers That Helped Fuel This Year's Rally Are Finally Giving Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1115366793","media":"Bloomberg","summary":"Bulls outnumber bears by big margin in reversal from 2022Morgan Stanley sees ‘greater fragility’ in demand from quantsA worrisome thought for the stock faithful: You won’t have the bears to kick aroun","content":"<html><head></head><body><ul><li><p>Bulls outnumber bears by big margin in reversal from 2022</p></li><li><p>Morgan Stanley sees ‘greater fragility’ in demand from quants</p></li></ul><p>A worrisome thought for the stock faithful: You won’t have the bears to kick around anymore.</p><p style=\"text-align: start;\">Fresh off the strongest first half for the S&amp;P 500 in five years, the rooting out of unbelievers has shown signs of picking up speed. A source of anxious buying when the tide turned upward, short sellers who came into 2023 preparing to feast have been backing away from positions as stocks rally.</p><p style=\"text-align: start;\">Shifting sentiment can be seen in data showing bearish positions in exchange-traded funds slipped to three-year lows while shorts in S&amp;P 500 futures were unwound at the fastest pace since 2020. Meanwhile, the population of optimists is exploding, with bullish newsletter writers in Investors Intelligence survey outstripping bearish ones by 3-to-1, the highest level since late 2022. </p><p style=\"text-align: start;\">It’s an axiom of investing that one of the best setups a long-oriented trader can hope for is one where everybody else is braced for disaster. That was the situation as doubts about the economy surfaced in 2022, and helps explain how well bulls have done since markets bottomed nine months ago. </p><p>Now, the strength of the rebound is putting pressure on bears, leaving the market with one fewer accelerant as concern about the Federal Reserve’s war on inflation reasserts itself at a time when corporate earnings are forecast to drop for a third straight quarter. </p><p style=\"text-align: start;\">“Sentiment is not extreme but it is stretched, and recent surveys suggest it won’t provide the same tailwind to stocks going forward,” said Adam Phillips, managing director of portfolio strategy at EP Wealth Advisors. “As we look to the second half, we expect the market to be put to the test as investors demand results to justify recent performance.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/151aae1c507579fbaed52b1dda2551ad\" alt=\"Bears Unwinding Equity Bets | Large speculators cut short positions in S&amp;P 500 at fastest pace in three years\" title=\"Bears Unwinding Equity Bets | Large speculators cut short positions in S&amp;P 500 at fastest pace in three years\" tg-width=\"745\" tg-height=\"419\"/><span>Bears Unwinding Equity Bets | Large speculators cut short positions in S&amp;P 500 at fastest pace in three years</span></p><p style=\"text-align: start;\">Stocks fell in the holiday-shortened week as solid data on the labor market and services activity rekindled concern the Fed will keep raising rates to tame inflation. Treasury yields hit fresh highs. All major equity benchmarks were in the red with the S&amp;P 500 sliding 1.2%.</p><p style=\"text-align: start;\">Short sellers likely lost $37 billion in June, according to an estimate by analytics provider Ortex. Losses have been piling up for bears all year as optimism over artificial intelligence propel technology giants, lifting the S&amp;P 500 to double-digit returns that have defied doomsayers.  </p><p style=\"text-align: start;\">Signs are multiplying that skeptics, willingly or not, are in retreat after initial resistance. Large speculators, mostly hedge funds that saw their net short positions in S&amp;P 500 swell to a record at the end of May, were busy unwinding bets in the following four weeks. Their bearish holdings fell by 226,000 contracts over the stretch, the largest drop since mid-2020, according to data from the Commodity Futures Trading Commission compiled by Bloomberg.</p><p style=\"text-align: start;\">Among newsletter writers tracked by Investors Intelligence, those classified as bullish rose to 54.9% while the proportion of bears fell to 18.3%. That’s in stark contrast from the end of last year, when bears exceeded bulls. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/13b9dbe4fbda1d692be85c915bd859f3\" alt=\"Source: Yardeni Research\" title=\"Source: Yardeni Research\" tg-width=\"800\" tg-height=\"304\"/><span>Source: Yardeni Research</span></p><p style=\"text-align: start;\">The swift sentiment shift prompted even Ed Yardeni, an early advocate of this bull run, to ask whether there are too many optimists.  </p><p style=\"text-align: start;\">“High bullish sentiment can be a caution flag,” said the president of Yardeni Research, whose bold call in January for a sustained equity advance proved prescient. </p><p>In ETFs, short interest is near a three-year low based on its percentage of market value, according to Markit data compiled by Morgan Stanley’s sales and trading team. Short interest in individual companies — while not dissipating completely — has sunk back toward median levels across most industries. </p><p>Count rules-based money managers among those who have been driven to snap up shares as the market marches higher. Systematic funds, including those that make asset allocations based on price momentum and volatility signals, were net buyers of $40 billion to $45 billion of global stocks in June, the Morgan Stanley team estimated, noting their purchases since January marked the second-fastest ever over any six-month period.  </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bf37247779dffa4b2f74ee843e4c5f41\" alt=\"relates to Stock Market Short Sellers That Helped Fuel This Year’s Rally Are Finally Giving Up\" title=\"relates to Stock Market Short Sellers That Helped Fuel This Year’s Rally Are Finally Giving Up\" tg-width=\"800\" tg-height=\"480\"/><span>relates to Stock Market Short Sellers That Helped Fuel This Year’s Rally Are Finally Giving Up</span></p><p style=\"text-align: start;\">As things stand now, the quant cohort’s equity exposure has increased to the highest level since February 2020, sitting around the 80th percentile over the past five years. </p><p style=\"text-align: start;\">“That translates to greater fragility to any continued equity demand from the group,” the team led by Christopher Metli wrote in a note. Should their exposure return to the historic median, that’d result in share disposals of as much as $160 billion, they estimated. </p><p style=\"text-align: start;\">For now, equity pullbacks remain shallow in part because traders are waiting for more economic and earnings data to get a better picture on the fundamental outlook. The S&amp;P 500 has gone without a weekly decline of 2% for 17 weeks in a row — the longest streak of resilience in almost two years. </p><p style=\"text-align: start;\">Big banks are slated to kick off earnings season next week and analysts expect a 9% contraction in second-quarter profits for S&amp;P 500 firms, according to data compiled by Bloomberg Intelligence. </p><p>Going by investor positioning, there is still a prevailing lack of confidence in the economy. While active funds have chased gains in the AI-fueled tech rally this year, they’ve cut exposure in economically sensitive companies like energy, an analysis by Bank of America Corp. showed. In fact, the group’s cyclical versus defensive exposure hovers near all-time lows, according to the firm’s strategists led by Savita Subramanian. </p><p style=\"text-align: start;\">The persistent aversion toward cyclical shares reflects the view that an economic recession is delayed, but not averted completely, said Matt Frame, a partner at Bornite Capital Management, a stock-picking hedge fund. </p><p>“At the index level we went from deeply bearish sentiment in the fall to the other extreme right now especially in tech. I don’t think it’s fair to say that’s true for every sector,” he said. “It’s really been a tale of two markets with tech and the overall market rerating higher year-to-date while cyclicals have derated around the recession theme. You need to see some participation outside of technology if stocks are going to continue to move higher.” </p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Market Short Sellers That Helped Fuel This Year's Rally Are Finally Giving Up</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\">\nStock Market Short Sellers That Helped Fuel This Year's Rally Are Finally Giving Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-09 08:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-07-07/force-firing-up-the-stock-market-cools-off-with-shorts-conceding><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bulls outnumber bears by big margin in reversal from 2022Morgan Stanley sees ‘greater fragility’ in demand from quantsA worrisome thought for the stock faithful: You won’t have the bears to kick ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-07-07/force-firing-up-the-stock-market-cools-off-with-shorts-conceding\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-07-07/force-firing-up-the-stock-market-cools-off-with-shorts-conceding","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115366793","content_text":"Bulls outnumber bears by big margin in reversal from 2022Morgan Stanley sees ‘greater fragility’ in demand from quantsA worrisome thought for the stock faithful: You won’t have the bears to kick around anymore.Fresh off the strongest first half for the S&P 500 in five years, the rooting out of unbelievers has shown signs of picking up speed. A source of anxious buying when the tide turned upward, short sellers who came into 2023 preparing to feast have been backing away from positions as stocks rally.Shifting sentiment can be seen in data showing bearish positions in exchange-traded funds slipped to three-year lows while shorts in S&P 500 futures were unwound at the fastest pace since 2020. Meanwhile, the population of optimists is exploding, with bullish newsletter writers in Investors Intelligence survey outstripping bearish ones by 3-to-1, the highest level since late 2022. It’s an axiom of investing that one of the best setups a long-oriented trader can hope for is one where everybody else is braced for disaster. That was the situation as doubts about the economy surfaced in 2022, and helps explain how well bulls have done since markets bottomed nine months ago. Now, the strength of the rebound is putting pressure on bears, leaving the market with one fewer accelerant as concern about the Federal Reserve’s war on inflation reasserts itself at a time when corporate earnings are forecast to drop for a third straight quarter. “Sentiment is not extreme but it is stretched, and recent surveys suggest it won’t provide the same tailwind to stocks going forward,” said Adam Phillips, managing director of portfolio strategy at EP Wealth Advisors. “As we look to the second half, we expect the market to be put to the test as investors demand results to justify recent performance.”Bears Unwinding Equity Bets | Large speculators cut short positions in S&P 500 at fastest pace in three yearsStocks fell in the holiday-shortened week as solid data on the labor market and services activity rekindled concern the Fed will keep raising rates to tame inflation. Treasury yields hit fresh highs. All major equity benchmarks were in the red with the S&P 500 sliding 1.2%.Short sellers likely lost $37 billion in June, according to an estimate by analytics provider Ortex. Losses have been piling up for bears all year as optimism over artificial intelligence propel technology giants, lifting the S&P 500 to double-digit returns that have defied doomsayers.  Signs are multiplying that skeptics, willingly or not, are in retreat after initial resistance. Large speculators, mostly hedge funds that saw their net short positions in S&P 500 swell to a record at the end of May, were busy unwinding bets in the following four weeks. Their bearish holdings fell by 226,000 contracts over the stretch, the largest drop since mid-2020, according to data from the Commodity Futures Trading Commission compiled by Bloomberg.Among newsletter writers tracked by Investors Intelligence, those classified as bullish rose to 54.9% while the proportion of bears fell to 18.3%. That’s in stark contrast from the end of last year, when bears exceeded bulls. Source: Yardeni ResearchThe swift sentiment shift prompted even Ed Yardeni, an early advocate of this bull run, to ask whether there are too many optimists.  “High bullish sentiment can be a caution flag,” said the president of Yardeni Research, whose bold call in January for a sustained equity advance proved prescient. In ETFs, short interest is near a three-year low based on its percentage of market value, according to Markit data compiled by Morgan Stanley’s sales and trading team. Short interest in individual companies — while not dissipating completely — has sunk back toward median levels across most industries. Count rules-based money managers among those who have been driven to snap up shares as the market marches higher. Systematic funds, including those that make asset allocations based on price momentum and volatility signals, were net buyers of $40 billion to $45 billion of global stocks in June, the Morgan Stanley team estimated, noting their purchases since January marked the second-fastest ever over any six-month period.  relates to Stock Market Short Sellers That Helped Fuel This Year’s Rally Are Finally Giving UpAs things stand now, the quant cohort’s equity exposure has increased to the highest level since February 2020, sitting around the 80th percentile over the past five years. “That translates to greater fragility to any continued equity demand from the group,” the team led by Christopher Metli wrote in a note. Should their exposure return to the historic median, that’d result in share disposals of as much as $160 billion, they estimated. For now, equity pullbacks remain shallow in part because traders are waiting for more economic and earnings data to get a better picture on the fundamental outlook. The S&P 500 has gone without a weekly decline of 2% for 17 weeks in a row — the longest streak of resilience in almost two years. Big banks are slated to kick off earnings season next week and analysts expect a 9% contraction in second-quarter profits for S&P 500 firms, according to data compiled by Bloomberg Intelligence. Going by investor positioning, there is still a prevailing lack of confidence in the economy. While active funds have chased gains in the AI-fueled tech rally this year, they’ve cut exposure in economically sensitive companies like energy, an analysis by Bank of America Corp. showed. In fact, the group’s cyclical versus defensive exposure hovers near all-time lows, according to the firm’s strategists led by Savita Subramanian. The persistent aversion toward cyclical shares reflects the view that an economic recession is delayed, but not averted completely, said Matt Frame, a partner at Bornite Capital Management, a stock-picking hedge fund. “At the index level we went from deeply bearish sentiment in the fall to the other extreme right now especially in tech. I don’t think it’s fair to say that’s true for every sector,” he said. “It’s really been a tale of two markets with tech and the overall market rerating higher year-to-date while cyclicals have derated around the recession theme. You need to see some participation outside of technology if stocks are going to continue to move higher.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191533551857672,"gmtCreate":1687769770569,"gmtModify":1687769775740,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Winner takes all...? 😂","listText":"Winner takes all...? 😂","text":"Winner takes all...? 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191533551857672","repostId":"1107730149","repostType":4,"repost":{"id":"1107730149","pubTimestamp":1687739600,"share":"https://www.laohu8.com/m/news/1107730149?lang=&edition=full","pubTime":"2023-06-26 08:33","market":"us","language":"en","title":"Musk Says Cage Fight With Zuckerberg Might Actually Happen","url":"https://stock-news.laohu8.com/highlight/detail?id=1107730149","media":"Benzinga","summary":"ZINGER KEY POINTSElon Musk and Mark Zuckerberg both appear ready for a cage match against each other.On Tuesday, a Twitter user cautioned Musk about Zuckerberg's newfound martial arts skills.In a much","content":"<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p><strong>Elon Musk and Mark Zuckerberg both appear ready for a cage match against each other.</strong></p></li><li><p><strong>On Tuesday, a Twitter user cautioned Musk about Zuckerberg&#39;s newfound martial arts skills.</strong></p></li></ul><p style=\"text-align: start;\">In a much-anticipated clash, <strong>Mark Zuckerberg</strong>, CEO of <strong>Meta Platforms Inc.</strong>, and <strong>Elon Musk</strong>, former CEO of Twitter, are poised for a potential showdown in a cage match. </p><p style=\"text-align: start;\">Following the proposal of a MMA cage fight with Zuckerberg, Musk announced on Saturday that he is prepared to commence training if the event materializes.</p><p style=\"text-align: start;\">&#34;I haven&#39;t started training yet. If this does happen, I will train,&#34; Musk said on Twitter Spaces with Ashlee Vance, the author of a book on Musk and the space race.</p><blockquote>https://t.co/w5KJS5loNt</blockquote><blockquote>— Ashlee Vance (@ashleevance)</blockquote><blockquote>June 24, 2023</blockquote><p style=\"text-align: start;\">&#34;I spend my time according to what is needed,&#34; Musk said. &#34;I don&#39;t usually have to fight people.&#34;</p><p>The match &#34;might actually happen,&#34; said Musk, who added it was possible that it could go badly if Zuckerberg takes the match seriously, Reuters reported. </p><p>Musk challenged Zuckerberg to a fight earlier this week, to which Zuckerberg responded by asking for a location to meet.</p><p style=\"text-align: start;\">Musk later responded by saying, &#34;Vegas octagon.&#34;</p><p style=\"text-align: start;\">On Tuesday, a Twitter user cautioned Musk about Zuckerberg&#39;s newfound martial arts skills, to which Musk responded, &#34;I&#39;m up for a cage match if he is lol.&#34;</p><p style=\"text-align: start;\">An impending physical confrontation between the two tech billionaires would undoubtedly be the pinnacle of excitement.</p><p style=\"text-align: start;\">Musk is the richest person in the world, valued at $232 billion, and Zuckerberg ranks 10th at $103 billion, according to Bloomberg. However, the shareholders of their public companies could be worried about potential injuries or distractions.</p><p style=\"text-align: start;\">As speculation about a potential fight between Musk and Zuckerberg grows, numerous individuals have expressed interest in participating in the event.</p><p style=\"text-align: start;\"><strong>Anthony Noto</strong>, CEO of <strong>SoFi Technologies</strong> and a West Point graduate, stated his desire to fight the winner. Meanwhile, <strong>Roger Ver</strong>, popularly known as Bitcoin Jesus, expressed his willingness to take on both Zuckerberg and Musk, proposing that the winner be given the authority to select the cryptocurrency adopted by Facebook and Twitter.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk Says Cage Fight With Zuckerberg Might Actually Happen</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk Says Cage Fight With Zuckerberg Might Actually Happen\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-26 08:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/23/06/32999351/musk-says-cage-fight-with-zuckerberg-might-actually-happen><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSElon Musk and Mark Zuckerberg both appear ready for a cage match against each other.On Tuesday, a Twitter user cautioned Musk about Zuckerberg's newfound martial arts skills.In a much...</p>\n\n<a href=\"https://www.benzinga.com/news/23/06/32999351/musk-says-cage-fight-with-zuckerberg-might-actually-happen\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/23/06/32999351/musk-says-cage-fight-with-zuckerberg-might-actually-happen","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107730149","content_text":"ZINGER KEY POINTSElon Musk and Mark Zuckerberg both appear ready for a cage match against each other.On Tuesday, a Twitter user cautioned Musk about Zuckerberg's newfound martial arts skills.In a much-anticipated clash, Mark Zuckerberg, CEO of Meta Platforms Inc., and Elon Musk, former CEO of Twitter, are poised for a potential showdown in a cage match. Following the proposal of a MMA cage fight with Zuckerberg, Musk announced on Saturday that he is prepared to commence training if the event materializes.\"I haven't started training yet. If this does happen, I will train,\" Musk said on Twitter Spaces with Ashlee Vance, the author of a book on Musk and the space race.https://t.co/w5KJS5loNt— Ashlee Vance (@ashleevance)June 24, 2023\"I spend my time according to what is needed,\" Musk said. \"I don't usually have to fight people.\"The match \"might actually happen,\" said Musk, who added it was possible that it could go badly if Zuckerberg takes the match seriously, Reuters reported. Musk challenged Zuckerberg to a fight earlier this week, to which Zuckerberg responded by asking for a location to meet.Musk later responded by saying, \"Vegas octagon.\"On Tuesday, a Twitter user cautioned Musk about Zuckerberg's newfound martial arts skills, to which Musk responded, \"I'm up for a cage match if he is lol.\"An impending physical confrontation between the two tech billionaires would undoubtedly be the pinnacle of excitement.Musk is the richest person in the world, valued at $232 billion, and Zuckerberg ranks 10th at $103 billion, according to Bloomberg. However, the shareholders of their public companies could be worried about potential injuries or distractions.As speculation about a potential fight between Musk and Zuckerberg grows, numerous individuals have expressed interest in participating in the event.Anthony Noto, CEO of SoFi Technologies and a West Point graduate, stated his desire to fight the winner. Meanwhile, Roger Ver, popularly known as Bitcoin Jesus, expressed his willingness to take on both Zuckerberg and Musk, proposing that the winner be given the authority to select the cryptocurrency adopted by Facebook and Twitter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190394884661392,"gmtCreate":1687508649535,"gmtModify":1687508652981,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok.&nbsp;","listText":"Ok.&nbsp;","text":"Ok.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190394884661392","repostId":"1135615663","repostType":4,"repost":{"id":"1135615663","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1687508201,"share":"https://www.laohu8.com/m/news/1135615663?lang=&edition=full","pubTime":"2023-06-23 16:16","market":"us","language":"en","title":"Tesla Shares Fall 1.8% in Premarket Trading As Morgan Stanley Cuts Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=1135615663","media":"Tiger Newspress","summary":"Tesla Loses One of Its Biggest Street Bulls As Morgan Stanley Cuts Rating","content":"<html><head></head><body><p>Morgan Stanley analysts downgraded <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shares to Equal Weight from Overweight. Tesla shares fell 1.8% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f61308042c57f270f6d5c96e994839b\" tg-width=\"771\" tg-height=\"630\"/></p><p>They raised the price target to $250 per share from the prior $200. Tesla shares closed 5.5% lower Wednesday while they rallied nearly 2% on Thursday.</p><p style=\"text-align: left;\">The analysts have been among the most vocal Tesla bulls on the Street in recent years. However, they are now stepping to the sidelines after a massive rally in Tesla shares pushed valuation to “fair” levels.</p><p style=\"text-align: left;\">“I have to be up-front with you all. While the team has defended the Tesla OW rating all year, I did not see this 111% YTD rally coming (the S&amp;P 500 is up 14% YTD, for context). We think it&#39;s understandable and are sympathetic to the changes in the market narrative around the name,” the lead analyst said in a downgrade note.</p><p style=\"text-align: left;\">While the analysts made a move, they highlight that Morgan Stanley is “not trying to call &#39;the end&#39; to the Tesla rally.”</p><p style=\"text-align: left;\">Instead, conversations with investors resulted in “a significant degree of investor skepticism/lack of exposure around the name.”</p><p style=\"text-align: left;\">With the downgrade call mostly based on the valuation, the analysts add that Tesla remains “a &#39;must own&#39; company in any EV portfolio.” Given that Tesla stock has benefited from the ongoing AI frenzy on Wall Street, they say the EV company is “an AI beneficiary AND an auto company.”</p><p style=\"text-align: left;\">“We see continued evidence that Tesla is emerging as an industrial &#39;standard bearer&#39; for one of the greatest industrial changes we&#39;ve witnessed in over a century - the electric transport and renewable energy economy. This goes well beyond supercharging deals with the likes of GM and Ford and look for other potential areas of collaboration (battery supply, operating system, FSD, etc.) to follow,” the analysts concluded.</p><p style=\"text-align: left;\">This is the third downgrade for Tesla stock this month after Barclays and CFRA analysts also moved to the sidelines.</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>Tesla Shares Fall 1.8% in Premarket Trading As Morgan Stanley Cuts Rating</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\">\nTesla Shares Fall 1.8% in Premarket Trading As Morgan Stanley Cuts Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-06-23 16:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Morgan Stanley analysts downgraded <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shares to Equal Weight from Overweight. Tesla shares fell 1.8% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f61308042c57f270f6d5c96e994839b\" tg-width=\"771\" tg-height=\"630\"/></p><p>They raised the price target to $250 per share from the prior $200. Tesla shares closed 5.5% lower Wednesday while they rallied nearly 2% on Thursday.</p><p style=\"text-align: left;\">The analysts have been among the most vocal Tesla bulls on the Street in recent years. However, they are now stepping to the sidelines after a massive rally in Tesla shares pushed valuation to “fair” levels.</p><p style=\"text-align: left;\">“I have to be up-front with you all. While the team has defended the Tesla OW rating all year, I did not see this 111% YTD rally coming (the S&amp;P 500 is up 14% YTD, for context). We think it&#39;s understandable and are sympathetic to the changes in the market narrative around the name,” the lead analyst said in a downgrade note.</p><p style=\"text-align: left;\">While the analysts made a move, they highlight that Morgan Stanley is “not trying to call &#39;the end&#39; to the Tesla rally.”</p><p style=\"text-align: left;\">Instead, conversations with investors resulted in “a significant degree of investor skepticism/lack of exposure around the name.”</p><p style=\"text-align: left;\">With the downgrade call mostly based on the valuation, the analysts add that Tesla remains “a &#39;must own&#39; company in any EV portfolio.” Given that Tesla stock has benefited from the ongoing AI frenzy on Wall Street, they say the EV company is “an AI beneficiary AND an auto company.”</p><p style=\"text-align: left;\">“We see continued evidence that Tesla is emerging as an industrial &#39;standard bearer&#39; for one of the greatest industrial changes we&#39;ve witnessed in over a century - the electric transport and renewable energy economy. This goes well beyond supercharging deals with the likes of GM and Ford and look for other potential areas of collaboration (battery supply, operating system, FSD, etc.) to follow,” the analysts concluded.</p><p style=\"text-align: left;\">This is the third downgrade for Tesla stock this month after Barclays and CFRA analysts also moved to the sidelines.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135615663","content_text":"Morgan Stanley analysts downgraded Tesla shares to Equal Weight from Overweight. Tesla shares fell 1.8% in premarket trading.They raised the price target to $250 per share from the prior $200. Tesla shares closed 5.5% lower Wednesday while they rallied nearly 2% on Thursday.The analysts have been among the most vocal Tesla bulls on the Street in recent years. However, they are now stepping to the sidelines after a massive rally in Tesla shares pushed valuation to “fair” levels.“I have to be up-front with you all. While the team has defended the Tesla OW rating all year, I did not see this 111% YTD rally coming (the S&P 500 is up 14% YTD, for context). We think it's understandable and are sympathetic to the changes in the market narrative around the name,” the lead analyst said in a downgrade note.While the analysts made a move, they highlight that Morgan Stanley is “not trying to call 'the end' to the Tesla rally.”Instead, conversations with investors resulted in “a significant degree of investor skepticism/lack of exposure around the name.”With the downgrade call mostly based on the valuation, the analysts add that Tesla remains “a 'must own' company in any EV portfolio.” Given that Tesla stock has benefited from the ongoing AI frenzy on Wall Street, they say the EV company is “an AI beneficiary AND an auto company.”“We see continued evidence that Tesla is emerging as an industrial 'standard bearer' for one of the greatest industrial changes we've witnessed in over a century - the electric transport and renewable energy economy. This goes well beyond supercharging deals with the likes of GM and Ford and look for other potential areas of collaboration (battery supply, operating system, FSD, etc.) to follow,” the analysts concluded.This is the third downgrade for Tesla stock this month after Barclays and CFRA analysts also moved to the sidelines.","news_type":1},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189043792728184,"gmtCreate":1687178790659,"gmtModify":1687178794208,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189043792728184","repostId":"2344872784","repostType":4,"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187872792437000,"gmtCreate":1686895008223,"gmtModify":1686895011623,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187872792437000","repostId":"2343707901","repostType":2,"repost":{"id":"2343707901","pubTimestamp":1686873667,"share":"https://www.laohu8.com/m/news/2343707901?lang=&edition=full","pubTime":"2023-06-16 08:01","market":"us","language":"en","title":"Market's Starting To Look Like 1987","url":"https://stock-news.laohu8.com/highlight/detail?id=2343707901","media":"Seekingalpha","summary":"iantfoto We are not makers of history. We are made by history. - Martin Luther King, Jr. History doesn't exactly repeat, and we always have to be mindful of comparisons where there isn't a large sample size, but could 2023 play out like 1987?","content":"<html><head></head><body><blockquote><em>We are not makers of history. We are made by history. - Martin Luther King, Jr.</em></blockquote><p>History doesn&#39;t exactly repeat, and we always have to be mindful of comparisons where there isn&#39;t a large sample size, but could 2023 play out like 1987?</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da6daaf214e67ba84b0a44522ccc7e21\" tg-width=\"537\" tg-height=\"709\"/></p><p>Twitter</p><h2>The Stock Market in 1987: A Synopsis</h2><h3>The Phenomenon of the &#34;Melt-Up&#34;</h3><p>In 1987, the stock market experienced a unique phenomenon known as a &#34;melt-up.&#34; This occurrence is characterized by a sharp improvement in the performance of the stock market due to a surge in market sentiment and investor interest. During such a phase, stock prices escalate rapidly, often outpacing their underlying fundamentals. The <a href=\"https://laohu8.com/S/DJS\">Dow Jones</a> Industrial Average (DJI) had a significant move for several months, and good times were rolling.</p><h3>The Crash of 1987</h3><p>Following the melt-up, the market faced a significant downturn, popularly known as the &#34;Black Monday&#34; crash. On October 19, 1987, the Dow Jones Industrial Average plummeted by almost 22%, marking its biggest single-day decline.</p><h3>The Role of the Federal Reserve</h3><p>The Federal Reserve played a pivotal role during this tumultuous period in 1987. The central bank adjusted its policies and interest rates in an attempt to stabilize the market. These actions had far-reaching implications, influencing not only the U.S. economy but also the global financial markets.</p><h2>Market Performance: Comparing 1987 and 2023</h2><h3>Market Gains</h3><p>In 1987, the Dow Jones Industrial Average (DJI) at this point year to date was up 25%, while the NASDAQ 100-Index (NDX, QQQ) in 2023 so far is up a staggering 39%, mainly driven by manic behavior in select stocks around AI such as Nvidia (NVDA) and Microsoft (MSFT). History doesn&#39;t repeat but often rhymes, and a year-to-date path correlation of 0.74 is worth focusing on.</p><h3>Market Sentiment</h3><p>Market sentiment plays a significant role in driving stock market trends. The overconfidence and bullish sentiment observed in 2023 likely resembles the market mood of 1987. This similarity raises the question of whether history might repeat itself, leading to a potential market correction or downturn.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5131d0844cb4f2f9db87e28b84802752\" tg-width=\"535\" tg-height=\"226\"/></p><p>Twitter</p><h2>Conclusion: No One Knows</h2><p>While the comparison between the stock market in 1987 and 2023 offers intriguing insights, it is crucial to remember that the stock market&#39;s performance is influenced by a multitude of factors. Therefore, predicting its trajectory with absolute certainty is impossible.</p><p>I am the furthest away from being a perma-bear, or perma-bull, as possible. The one commonality between bulls and bears is overconfidence. My base case I said back in January remains the same.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8edafd94fe3b949a2622bea17777d15\" tg-width=\"535\" tg-height=\"283\"/></p><p>Twitter</p><p>Be careful of falling for the AI narrative of the moment. The melt-up in the NASDAQ isn&#39;t driven by AI. It&#39;s driven by people.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market's Starting To Look Like 1987</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarket's Starting To Look Like 1987\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-16 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4611790-markets-starting-to-look-like-1987><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We are not makers of history. We are made by history. - Martin Luther King, Jr.History doesn't exactly repeat, and we always have to be mindful of comparisons where there isn't a large sample size, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4611790-markets-starting-to-look-like-1987\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4611790-markets-starting-to-look-like-1987","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2343707901","content_text":"We are not makers of history. We are made by history. - Martin Luther King, Jr.History doesn't exactly repeat, and we always have to be mindful of comparisons where there isn't a large sample size, but could 2023 play out like 1987?TwitterThe Stock Market in 1987: A SynopsisThe Phenomenon of the \"Melt-Up\"In 1987, the stock market experienced a unique phenomenon known as a \"melt-up.\" This occurrence is characterized by a sharp improvement in the performance of the stock market due to a surge in market sentiment and investor interest. During such a phase, stock prices escalate rapidly, often outpacing their underlying fundamentals. The Dow Jones Industrial Average (DJI) had a significant move for several months, and good times were rolling.The Crash of 1987Following the melt-up, the market faced a significant downturn, popularly known as the \"Black Monday\" crash. On October 19, 1987, the Dow Jones Industrial Average plummeted by almost 22%, marking its biggest single-day decline.The Role of the Federal ReserveThe Federal Reserve played a pivotal role during this tumultuous period in 1987. The central bank adjusted its policies and interest rates in an attempt to stabilize the market. These actions had far-reaching implications, influencing not only the U.S. economy but also the global financial markets.Market Performance: Comparing 1987 and 2023Market GainsIn 1987, the Dow Jones Industrial Average (DJI) at this point year to date was up 25%, while the NASDAQ 100-Index (NDX, QQQ) in 2023 so far is up a staggering 39%, mainly driven by manic behavior in select stocks around AI such as Nvidia (NVDA) and Microsoft (MSFT). History doesn't repeat but often rhymes, and a year-to-date path correlation of 0.74 is worth focusing on.Market SentimentMarket sentiment plays a significant role in driving stock market trends. The overconfidence and bullish sentiment observed in 2023 likely resembles the market mood of 1987. This similarity raises the question of whether history might repeat itself, leading to a potential market correction or downturn.TwitterConclusion: No One KnowsWhile the comparison between the stock market in 1987 and 2023 offers intriguing insights, it is crucial to remember that the stock market's performance is influenced by a multitude of factors. Therefore, predicting its trajectory with absolute certainty is impossible.I am the furthest away from being a perma-bear, or perma-bull, as possible. The one commonality between bulls and bears is overconfidence. My base case I said back in January remains the same.TwitterBe careful of falling for the AI narrative of the moment. The melt-up in the NASDAQ isn't driven by AI. It's driven by people.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187054518927392,"gmtCreate":1686706882534,"gmtModify":1686706886204,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187054518927392","repostId":"2343036096","repostType":2,"repost":{"id":"2343036096","pubTimestamp":1686706767,"share":"https://www.laohu8.com/m/news/2343036096?lang=&edition=full","pubTime":"2023-06-14 09:39","market":"sg","language":"en","title":"4 Singapore REITs That Undertook Acquisitions to Boost Their DPUs","url":"https://stock-news.laohu8.com/highlight/detail?id=2343036096","media":"The Smart Investor","summary":"These REITs are tapping into acquisitions to grow their distributions.","content":"<html><head></head><body><p>REITs are a great vehicle for income investors as they are mandated to pay out 90% of their earnings as distributions.</p><p>Because of this, dividend investors rely on them for steady and consistent dividends.</p><p>REITs are not only able to dole out dependable distributions but also can grow these distributions over time.</p><p>There are several methods that these bundled real estate securities use to increase their distribution per unit (DPU).</p><p>The first and most common method is through acquisitions of choice properties that will boost the REIT’s gross income and lead to a higher DPU.</p><p>Other methods include organic ones such as asset enhancement initiatives (AEIs), redevelopment opportunities, positive rental reversions, and built-in rental escalation clauses.</p><p>We highlight four Singapore REITs that recently announced acquisitions that promise to improve their DPU.</p><h2><a href=\"https://laohu8.com/S/JYEU.SI\">Lendlease Global Commercial REIT</a></h2><p>Lendlease Global Commercial REIT, or LREIT, is a retail cum office REIT that owns leasehold properties Jem and 313 Somerset in Singapore, and a freehold interest in Sky Garden (three Grade-A office buildings) in Milan, Italy.</p><p>These five properties have an asset under management (AUM) of around S$3.6 billion as of 30 June 2022.</p><p>Earlier this month, LREIT acquired a 10% stake in Parkway Parade Partnership Pte Ltd (PPP) for a consideration of around S$88.9 million.</p><p>PPP indirectly holds a 77.09% interest in the share value of Parkway Parade, an integrated office and retail asset.</p><p>The mall and office building will have a direct connection to Marine Parade MRT station once it is completed.</p><p>The property is planned for AEIs that will see it invigorated with new retail and food and beverage (F&amp;B) tenants. </p><p>This acquisition was financed through internal resources and debt facilities.</p><p>Assuming the acquisition was completed on 1 July 2022, DPU is projected to improve from S$0.0245 to S$0.0247 for the first half of fiscal 2023 (1H FY2023).</p><p>The REIT’s gearing as of 31 December 2022 will be 40.4% as a result of this transaction. </p><h2><a href=\"https://laohu8.com/S/UD1U.SI\">iREIT Global</a></h2><p>iREIT Global has a portfolio comprising five freehold office properties each in Germany and Spain, and 27 freehold retail properties in France.</p><p>The REIT is diversifying into the retail parks asset class with its latest acquisition.</p><p>iREIT Global has agreed to purchase a portfolio of 17 retail properties across France for consideration of €76.8 million.</p><p>These properties are fully leased out to B&amp;M France SAS, a wholly-owned subsidiary of the <strong>B&amp;M Group</strong> (LON: BME), a leading European discount retailer.</p><p>The properties are fully occupied and have a weighted average lease expiry (WALE) of around 6.8 years by gross rental income.</p><p>These new assets are projected to generate a net property income (NPI) yield of 7.9%.</p><p>In addition, there is also a potential upside in income for the REIT through the further development of existing sites for commercial use.</p><p>This acquisition is projected to increase iREIT Global’s DPU by 2% from €0.023 to €0.0235.</p><h2><a href=\"https://laohu8.com/S/A17U.SI\">CapitaLand Ascendas REIT</a></h2><p>CapitaLand Ascendas REIT, or CLAR, owns 230 industrial properties with an AUM of S$16.7 billion as of 31 March 2023.</p><p>Last month, CLAR announced the acquisition of The Shugart, an integrated high-specification research and development facility and business park in Singapore, for S$218.2 million.</p><p>The property is fully occupied by Seagate Singapore, a unit of <a href=\"https://laohu8.com/S/STX\">Seagate Technology</a>.</p><p>The initial NPI yield is 8.3% but will fall to 7.8% after factoring in transaction costs.</p><p>The estimated date of completion for this acquisition is in the second quarter of this year.</p><p>This purchase will strengthen CLAR’s portfolio as the asset is a high-quality business park occupied by a reputable global technology tenant.</p><p>DPU post-acquisition is expected to increase by 0.7% from S$0.015798 to S$0.15908.</p><h2><a href=\"https://laohu8.com/S/ME8U.SI\">Mapletree Industrial Trust</a></h2><p>Mapletree Industrial Trust, or MIT, owns a portfolio of 85 properties in Singapore and 56 in the US with an AUM of S$8.8 billion as of 31 March 2023.</p><p>In late May, the REIT announced the acquisition of a 98.47% stake in a newly-built data centre in Osaka, Japan, for around JPY 52 billion (approximately S$507.9 million).</p><p>The asset has a remaining land tenure of 70 years from 1 October 2020 and the completion of the acquisition is slated for the third quarter of this year.</p><p>The purchase of this data centre will bump up MIT’s AUM to S$9.3 billion and increase the industrial REIT’s data centre exposure from 53.7% to 56.3%.</p><p>MIT’s portfolio WALE will also increase from 3.9 years to 4.5 years.</p><p>The DPU for fiscal 2023 (FY2023) is projected to increase by 2.1% from S$0.1357 to S$0.1385.</p><p>Net asset value will also inch up 0.5% from S$1.85 to S$1.86.</p></body></html>","source":"thesmartinvestor_highlight","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>4 Singapore REITs That Undertook Acquisitions to Boost Their DPUs</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\">\n4 Singapore REITs That Undertook Acquisitions to Boost Their DPUs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-14 09:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-reits-that-undertook-acquisitions-to-boost-their-dpus/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>REITs are a great vehicle for income investors as they are mandated to pay out 90% of their earnings as distributions.Because of this, dividend investors rely on them for steady and consistent ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-that-undertook-acquisitions-to-boost-their-dpus/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ME8U.SI":"丰树工业信托","UD1U.SI":"IREIT全球","JYEU.SI":"Lendlease Reit","A17U.SI":"凯德腾飞房产信托"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-reits-that-undertook-acquisitions-to-boost-their-dpus/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2343036096","content_text":"REITs are a great vehicle for income investors as they are mandated to pay out 90% of their earnings as distributions.Because of this, dividend investors rely on them for steady and consistent dividends.REITs are not only able to dole out dependable distributions but also can grow these distributions over time.There are several methods that these bundled real estate securities use to increase their distribution per unit (DPU).The first and most common method is through acquisitions of choice properties that will boost the REIT’s gross income and lead to a higher DPU.Other methods include organic ones such as asset enhancement initiatives (AEIs), redevelopment opportunities, positive rental reversions, and built-in rental escalation clauses.We highlight four Singapore REITs that recently announced acquisitions that promise to improve their DPU.Lendlease Global Commercial REITLendlease Global Commercial REIT, or LREIT, is a retail cum office REIT that owns leasehold properties Jem and 313 Somerset in Singapore, and a freehold interest in Sky Garden (three Grade-A office buildings) in Milan, Italy.These five properties have an asset under management (AUM) of around S$3.6 billion as of 30 June 2022.Earlier this month, LREIT acquired a 10% stake in Parkway Parade Partnership Pte Ltd (PPP) for a consideration of around S$88.9 million.PPP indirectly holds a 77.09% interest in the share value of Parkway Parade, an integrated office and retail asset.The mall and office building will have a direct connection to Marine Parade MRT station once it is completed.The property is planned for AEIs that will see it invigorated with new retail and food and beverage (F&B) tenants. This acquisition was financed through internal resources and debt facilities.Assuming the acquisition was completed on 1 July 2022, DPU is projected to improve from S$0.0245 to S$0.0247 for the first half of fiscal 2023 (1H FY2023).The REIT’s gearing as of 31 December 2022 will be 40.4% as a result of this transaction. iREIT GlobaliREIT Global has a portfolio comprising five freehold office properties each in Germany and Spain, and 27 freehold retail properties in France.The REIT is diversifying into the retail parks asset class with its latest acquisition.iREIT Global has agreed to purchase a portfolio of 17 retail properties across France for consideration of €76.8 million.These properties are fully leased out to B&M France SAS, a wholly-owned subsidiary of the B&M Group (LON: BME), a leading European discount retailer.The properties are fully occupied and have a weighted average lease expiry (WALE) of around 6.8 years by gross rental income.These new assets are projected to generate a net property income (NPI) yield of 7.9%.In addition, there is also a potential upside in income for the REIT through the further development of existing sites for commercial use.This acquisition is projected to increase iREIT Global’s DPU by 2% from €0.023 to €0.0235.CapitaLand Ascendas REITCapitaLand Ascendas REIT, or CLAR, owns 230 industrial properties with an AUM of S$16.7 billion as of 31 March 2023.Last month, CLAR announced the acquisition of The Shugart, an integrated high-specification research and development facility and business park in Singapore, for S$218.2 million.The property is fully occupied by Seagate Singapore, a unit of Seagate Technology.The initial NPI yield is 8.3% but will fall to 7.8% after factoring in transaction costs.The estimated date of completion for this acquisition is in the second quarter of this year.This purchase will strengthen CLAR’s portfolio as the asset is a high-quality business park occupied by a reputable global technology tenant.DPU post-acquisition is expected to increase by 0.7% from S$0.015798 to S$0.15908.Mapletree Industrial TrustMapletree Industrial Trust, or MIT, owns a portfolio of 85 properties in Singapore and 56 in the US with an AUM of S$8.8 billion as of 31 March 2023.In late May, the REIT announced the acquisition of a 98.47% stake in a newly-built data centre in Osaka, Japan, for around JPY 52 billion (approximately S$507.9 million).The asset has a remaining land tenure of 70 years from 1 October 2020 and the completion of the acquisition is slated for the third quarter of this year.The purchase of this data centre will bump up MIT’s AUM to S$9.3 billion and increase the industrial REIT’s data centre exposure from 53.7% to 56.3%.MIT’s portfolio WALE will also increase from 3.9 years to 4.5 years.The DPU for fiscal 2023 (FY2023) is projected to increase by 2.1% from S$0.1357 to S$0.1385.Net asset value will also inch up 0.5% from S$1.85 to S$1.86.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187054277337216,"gmtCreate":1686706830704,"gmtModify":1686706834321,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187054277337216","repostId":"2343779796","repostType":2,"repost":{"id":"2343779796","pubTimestamp":1686700931,"share":"https://www.laohu8.com/m/news/2343779796?lang=&edition=full","pubTime":"2023-06-14 08:02","market":"us","language":"en","title":"May Inflation Report Shouldn't Change The Fed's Mind","url":"https://stock-news.laohu8.com/highlight/detail?id=2343779796","media":"Seekingalpha","summary":"Eoneren Earlier today, the Bureau of Labor Statistics released the Consumer Price Index for the month of May. The report is the first of two popular reports used to gauge price inflation in the econom","content":"<html><head></head><body><p>Earlier today, the Bureau of Labor Statistics released the Consumer Price Index for the month of May. The report is the first of two popular reports used to gauge price inflation in the economy. The results were mixed as headline inflation plummeted to 4.1% year over year, down 0.9% from last month. Core inflation remained stubborn at 5.3%, down 0.2% from last month.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/56fbfd60c0988a83e98f73a9ce8bbb10\" tg-width=\"575\" tg-height=\"411\"/></p><p>Bureau of Labor Statistics</p><p>After two years of higher headline inflation than core inflation, the trend has reversed over the last couple of months. The 120-basis point discount in headline inflation is led by a large drop in energy prices. Food inflation continues to decline, but still remains robustly over 6%. Economists hope that the deflationary pull in energy pricing will spread to the broader sectors over the next several months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e4893e53640494a84cf04575fd980d49\" tg-width=\"614\" tg-height=\"469\"/></p><p>Bureau of Labor Statistics</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/451e63ea2175f04ff62a65fb355c8372\" tg-width=\"614\" tg-height=\"465\"/></p><p>Bureau of Labor Statistics</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce5d3e3c875059ee5ded1b4d8475d0b9\" tg-width=\"618\" tg-height=\"469\"/></p><p>Bureau of Labor Statistics</p><p>Despite the stubborn nature of the core CPI number, there was some promising data within the inflation report. First, nondurable goods, which are products that are disposable in nature, saw their price increase decline to just 1% year over year. This was the best reading in nearly two and a half years. Housing, which has seemed particularly stubborn with increased inflation up to January of this year, recorded its fourth consecutive month of disinflationary activity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ea852b08d8d277c24afb5f2c68d08943\" tg-width=\"613\" tg-height=\"470\"/></p><p>Bureau of Labor Statistics</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7cc32fd4d2fa6cb293c8c4adfa962d4\" tg-width=\"619\" tg-height=\"469\"/></p><p>Bureau of Labor Statistics</p><p>Yet, challenges remain in the Fed’s battle for price stability. Service sector pricing, despite dropping for the third consecutive month, remains elevated at 6.6%, just 0.7% away from its cyclical highs. Rent inflation finally dropped for the first time from its cycle high, but only by 0.1%. At 8.7%, rent inflation is far above any measures of price stability.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/660fdbe750972bd0c693afd7ad7758d5\" tg-width=\"618\" tg-height=\"471\"/></p><p>Bureau of Labor Statistics</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5db714c46b86183d11028d66c84aaeff\" tg-width=\"614\" tg-height=\"467\"/></p><p>Bureau of Labor Statistics</p><p>What may be most concerning is that there is nothing in the last twelve months of inflation data to show that core inflation is making any further progress. Currently, the last three months of inflation reports annualized is at 4.9%, and it represents the best possible near-term floor for core inflation. With progress moving slowly, it appears as if 2% core inflation may be more than two years out (at this rate).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9e066f11e4bf069725b401b990574be\" tg-width=\"617\" tg-height=\"482\"/></p><p>Bureau of Labor Statistics</p><p>As for the Federal Reserve meeting tomorrow, I do think the committee will hold steady on rates, mainly because that was telegraphed into their economic projections back in March. However, do not be surprised if the Fed projects a 25 basis point increase into the forecasts for later this year, with a pause to follow. This would be due to the lack of progression along the Phillips Curve when it comes to both inflation and unemployment. While May’s readings in both areas moved us in the right direction, they are far off from the Fed&#39;s most recent 2023 estimates and even further away from the long-term targets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ff712eee915ca0a872568d0d1b4b957\" tg-width=\"612\" tg-height=\"375\"/></p><p>Bureau of Labor Statistics</p><p>The June inflation report is likely to bring another downward drop in headline inflation as June 2022&#39;s 1.2% month over month inflation number will fall off the report. It is quite possible that we may be looking at a 3.0% headline number next month, but with energy being the primary driver behind disinflation, these trends can only continue if we see broader improvement in other pricing categories.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ebf24b7338137ac35d4fbcf625339db7\" tg-width=\"632\" tg-height=\"476\"/></p><p>Bureau of Labor Statistics</p><p>Overall, the May inflation report represents a slow step in the right direction. The Fed will need to determine tomorrow whether the pace of disinflationary activity is acceptable or not. This communication point, combined with the latest economic projections, are what I will be looking for from the committee tomorrow.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>May Inflation Report Shouldn't Change The Fed's Mind</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\">\nMay Inflation Report Shouldn't Change The Fed's Mind\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-14 08:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4611305-may-inflation-report-shouldnt-change-the-feds-mind><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earlier today, the Bureau of Labor Statistics released the Consumer Price Index for the month of May. The report is the first of two popular reports used to gauge price inflation in the economy. The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4611305-may-inflation-report-shouldnt-change-the-feds-mind\">Web Link</a>\n\n</div>\n\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":"https://seekingalpha.com/article/4611305-may-inflation-report-shouldnt-change-the-feds-mind","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2343779796","content_text":"Earlier today, the Bureau of Labor Statistics released the Consumer Price Index for the month of May. The report is the first of two popular reports used to gauge price inflation in the economy. The results were mixed as headline inflation plummeted to 4.1% year over year, down 0.9% from last month. Core inflation remained stubborn at 5.3%, down 0.2% from last month.Bureau of Labor StatisticsAfter two years of higher headline inflation than core inflation, the trend has reversed over the last couple of months. The 120-basis point discount in headline inflation is led by a large drop in energy prices. Food inflation continues to decline, but still remains robustly over 6%. Economists hope that the deflationary pull in energy pricing will spread to the broader sectors over the next several months.Bureau of Labor StatisticsBureau of Labor StatisticsBureau of Labor StatisticsDespite the stubborn nature of the core CPI number, there was some promising data within the inflation report. First, nondurable goods, which are products that are disposable in nature, saw their price increase decline to just 1% year over year. This was the best reading in nearly two and a half years. Housing, which has seemed particularly stubborn with increased inflation up to January of this year, recorded its fourth consecutive month of disinflationary activity.Bureau of Labor StatisticsBureau of Labor StatisticsYet, challenges remain in the Fed’s battle for price stability. Service sector pricing, despite dropping for the third consecutive month, remains elevated at 6.6%, just 0.7% away from its cyclical highs. Rent inflation finally dropped for the first time from its cycle high, but only by 0.1%. At 8.7%, rent inflation is far above any measures of price stability.Bureau of Labor StatisticsBureau of Labor StatisticsWhat may be most concerning is that there is nothing in the last twelve months of inflation data to show that core inflation is making any further progress. Currently, the last three months of inflation reports annualized is at 4.9%, and it represents the best possible near-term floor for core inflation. With progress moving slowly, it appears as if 2% core inflation may be more than two years out (at this rate).Bureau of Labor StatisticsAs for the Federal Reserve meeting tomorrow, I do think the committee will hold steady on rates, mainly because that was telegraphed into their economic projections back in March. However, do not be surprised if the Fed projects a 25 basis point increase into the forecasts for later this year, with a pause to follow. This would be due to the lack of progression along the Phillips Curve when it comes to both inflation and unemployment. While May’s readings in both areas moved us in the right direction, they are far off from the Fed's most recent 2023 estimates and even further away from the long-term targets.Bureau of Labor StatisticsThe June inflation report is likely to bring another downward drop in headline inflation as June 2022's 1.2% month over month inflation number will fall off the report. It is quite possible that we may be looking at a 3.0% headline number next month, but with energy being the primary driver behind disinflation, these trends can only continue if we see broader improvement in other pricing categories.Bureau of Labor StatisticsOverall, the May inflation report represents a slow step in the right direction. The Fed will need to determine tomorrow whether the pace of disinflationary activity is acceptable or not. This communication point, combined with the latest economic projections, are what I will be looking for from the committee tomorrow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184953814188184,"gmtCreate":1686194173490,"gmtModify":1686194176855,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"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/184953814188184","repostId":"2341538078","repostType":2,"repost":{"id":"2341538078","pubTimestamp":1686189942,"share":"https://www.laohu8.com/m/news/2341538078?lang=&edition=full","pubTime":"2023-06-08 10:05","market":"sg","language":"en","title":"4 Singapore REITs That Pay a Sustainable Yield of 4.9% or More","url":"https://stock-news.laohu8.com/highlight/detail?id=2341538078","media":"The Smart Investor","summary":"These REITs boast sustainable distribution yields that should make you take a second look.","content":"<html><head></head><body><p>Dividends are one of the best types of passive income you can enjoy.</p><p>Not only do they represent a tangible return on your investment, but they are also not taxed in the hands of the shareholder.</p><p>REITs are one of the best asset classes for consistent dividends as they are mandated to pay out at least 90% of their earnings as distributions to enjoy tax benefits.</p><p>Of course, it pays to be discerning when selecting a REIT to invest in.</p><p>It is preferable to select those with a great track record of distribution per unit (DPU) increases and are backed by a strong sponsor.</p><p>And when it comes to yield, it must be sustainable rather than merely high.</p><p>Here are four Singapore REITs that pay out a sustainable distribution yield of 4.9% or more.</p><h2>Mapletree Industrial Trust (SGX: ME8U)</h2><p>Mapletree Industrial Trust, or MIT, has a portfolio of 85 properties in Singapore and 56 in the US with total assets under management (AUM) of S$8.8 billion as of 31 March 2023.</p><p>MIT’s portfolio comprises data centres, business parks, and light industrial buildings, among others.</p><p>For its fiscal 2023 (FY2023) ending 31 March 2023, gross revenue rose 12.3% year on year to S$684.9 million.</p><p>Net property income (NPI) improved by 9.7% year on year to S$518 million.</p><p>DPU, however, dipped by 1.7% year on year to S$0.1357.</p><p>MIT’s units provide a trailing distribution yield of 6.1%.</p><p>There are indications that the industrial REIT can maintain or even raise its DPU.</p><p>Late last month, MIT announced its first acquisition in two years, that of a data centre in Osaka, Japan.</p><p>The purchase is expected to be accretive, raising FY2023’s DPU from S$0.01357 to S$0.1385.</p><p>The REIT has also completed its redevelopment project for Mapletree Hi-Tech Park @ Kallang and secured committed occupancy of 44.1% by net lettable area.</p><p>This asset is expected to contribute progressively from FY2024.</p><h2>Frasers Centrepoint Trust (SGX: J69U)</h2><p>Frasers Centrepoint Trust, or FCT, is a retail REIT with a portfolio of ten suburban retail malls and an office building.</p><p>Total AUM is approximately S$6.9 billion as of 31 March 2023.</p><p>For its fiscal 2023’s first half (1H FY2023) ending 31 March, gross revenue climbed 6.5% year on year to S$187.6 million while NPI rose 5.7% year on year to S$138 million.</p><p>DPU remained flat year on year at S$0.0613 and annualised DPU stood at S$0.1226.</p><p>Units of FCT provide a forward distribution yield of 5.6%.</p><p>Back in January, FCT and its sponsor <strong>Frasers Property Limited</strong> (SGX: TQ5) announced the joint acquisition of a 50% stake in Nex Mall in Serangoon.</p><p>The retail REIT also acquired an additional 10% stake in Waterway Point Mall back in September last year.</p><p>These two acquisitions should help to boost rental income for the REIT.</p><p>Elsewhere, FCT also completed an asset enhancement initiative (AEI) at Tampines 1 that helped to add 8,000 square feet of net lettable area.</p><h2>Keppel DC REIT (SGX: AJBU)</h2><p>Keppel DC REIT is a data centre REIT with a portfolio of 23 data centres located across nine countries.</p><p>Total AUM stood at S$3.7 billion as of 31 March 2023.</p><p>The REIT reported a commendable set of earnings for its fiscal 2023’s first quarter (1Q 2023).</p><p>Gross revenue increased by 6.5% year on year to S$70.4 million while NPI improved by 6.3% year on year to S$63.9 million.</p><p>DPU inched up 3% year on year to S$0.02541.</p><p>The annualised DPU of S$0.10164 means that Keppel DC REIT’s units provide a forward distribution yield of 4.9%.</p><p>Looking ahead, the REIT will focus on acquisitions to boost DPU while more than half of its leases contain built-in income and rental escalation clauses.</p><p>Data centre demand continues to be strong, underpinned by the adoption of cloud computing and digital transformation initiatives by corporations.</p><h2>CapitaLand Integrated Commercial Trust (SGX: C38U)</h2><p>CapitaLand Integrated Commercial Trust, or CICT, is a retail and commercial REIT with 21 properties in Singapore, three in Australia, and two in Germany.</p><p>CICT’s total AUM stood at S$24.2 billion as of 31 December 2022.</p><p>The REIT’s 1Q 2023 business update displayed a promising set of financial numbers.</p><p>Gross revenue climbed 14.4% year on year to S$388.5 million with NPI rising by 11.3% year on year to S$276.3 million.</p><p>Back in 2022, CICT’s DPU came in at S$0.1058, giving its units a trailing distribution yield of 5.4%.</p><p>Shopper traffic for 1Q 2023 saw a 10.2% year on year increase while tenant sales jumped 26.7% year on year for its retail portfolio.</p><p>Its office performance was also strong with an occupancy rate of 94.8% and positive rental reversion of 4.2% for the quarter.</p></body></html>","source":"thesmartinvestor_highlight","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>4 Singapore REITs That Pay a Sustainable Yield of 4.9% or More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Singapore REITs That Pay a Sustainable Yield of 4.9% or More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-08 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-reits-that-pay-a-sustainable-yield-of-4-9-or-more/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dividends are one of the best types of passive income you can enjoy.Not only do they represent a tangible return on your investment, but they are also not taxed in the hands of the shareholder.REITs ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-reits-that-pay-a-sustainable-yield-of-4-9-or-more/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C38U.SI":"凯德商用新加坡信托","J69U.SI":"星狮地产信托","ME8U.SI":"丰树工业信托","AJBU.SI":"吉宝数据中心房地产信托"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-reits-that-pay-a-sustainable-yield-of-4-9-or-more/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2341538078","content_text":"Dividends are one of the best types of passive income you can enjoy.Not only do they represent a tangible return on your investment, but they are also not taxed in the hands of the shareholder.REITs are one of the best asset classes for consistent dividends as they are mandated to pay out at least 90% of their earnings as distributions to enjoy tax benefits.Of course, it pays to be discerning when selecting a REIT to invest in.It is preferable to select those with a great track record of distribution per unit (DPU) increases and are backed by a strong sponsor.And when it comes to yield, it must be sustainable rather than merely high.Here are four Singapore REITs that pay out a sustainable distribution yield of 4.9% or more.Mapletree Industrial Trust (SGX: ME8U)Mapletree Industrial Trust, or MIT, has a portfolio of 85 properties in Singapore and 56 in the US with total assets under management (AUM) of S$8.8 billion as of 31 March 2023.MIT’s portfolio comprises data centres, business parks, and light industrial buildings, among others.For its fiscal 2023 (FY2023) ending 31 March 2023, gross revenue rose 12.3% year on year to S$684.9 million.Net property income (NPI) improved by 9.7% year on year to S$518 million.DPU, however, dipped by 1.7% year on year to S$0.1357.MIT’s units provide a trailing distribution yield of 6.1%.There are indications that the industrial REIT can maintain or even raise its DPU.Late last month, MIT announced its first acquisition in two years, that of a data centre in Osaka, Japan.The purchase is expected to be accretive, raising FY2023’s DPU from S$0.01357 to S$0.1385.The REIT has also completed its redevelopment project for Mapletree Hi-Tech Park @ Kallang and secured committed occupancy of 44.1% by net lettable area.This asset is expected to contribute progressively from FY2024.Frasers Centrepoint Trust (SGX: J69U)Frasers Centrepoint Trust, or FCT, is a retail REIT with a portfolio of ten suburban retail malls and an office building.Total AUM is approximately S$6.9 billion as of 31 March 2023.For its fiscal 2023’s first half (1H FY2023) ending 31 March, gross revenue climbed 6.5% year on year to S$187.6 million while NPI rose 5.7% year on year to S$138 million.DPU remained flat year on year at S$0.0613 and annualised DPU stood at S$0.1226.Units of FCT provide a forward distribution yield of 5.6%.Back in January, FCT and its sponsor Frasers Property Limited (SGX: TQ5) announced the joint acquisition of a 50% stake in Nex Mall in Serangoon.The retail REIT also acquired an additional 10% stake in Waterway Point Mall back in September last year.These two acquisitions should help to boost rental income for the REIT.Elsewhere, FCT also completed an asset enhancement initiative (AEI) at Tampines 1 that helped to add 8,000 square feet of net lettable area.Keppel DC REIT (SGX: AJBU)Keppel DC REIT is a data centre REIT with a portfolio of 23 data centres located across nine countries.Total AUM stood at S$3.7 billion as of 31 March 2023.The REIT reported a commendable set of earnings for its fiscal 2023’s first quarter (1Q 2023).Gross revenue increased by 6.5% year on year to S$70.4 million while NPI improved by 6.3% year on year to S$63.9 million.DPU inched up 3% year on year to S$0.02541.The annualised DPU of S$0.10164 means that Keppel DC REIT’s units provide a forward distribution yield of 4.9%.Looking ahead, the REIT will focus on acquisitions to boost DPU while more than half of its leases contain built-in income and rental escalation clauses.Data centre demand continues to be strong, underpinned by the adoption of cloud computing and digital transformation initiatives by corporations.CapitaLand Integrated Commercial Trust (SGX: C38U)CapitaLand Integrated Commercial Trust, or CICT, is a retail and commercial REIT with 21 properties in Singapore, three in Australia, and two in Germany.CICT’s total AUM stood at S$24.2 billion as of 31 December 2022.The REIT’s 1Q 2023 business update displayed a promising set of financial numbers.Gross revenue climbed 14.4% year on year to S$388.5 million with NPI rising by 11.3% year on year to S$276.3 million.Back in 2022, CICT’s DPU came in at S$0.1058, giving its units a trailing distribution yield of 5.4%.Shopper traffic for 1Q 2023 saw a 10.2% year on year increase while tenant sales jumped 26.7% year on year for its retail portfolio.Its office performance was also strong with an occupancy rate of 94.8% and positive rental reversion of 4.2% for the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184909173940376,"gmtCreate":1686183274992,"gmtModify":1686183278611,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/184909173940376","repostId":"2341887627","repostType":4,"repost":{"id":"2341887627","pubTimestamp":1686180908,"share":"https://www.laohu8.com/m/news/2341887627?lang=&edition=full","pubTime":"2023-06-08 07:35","market":"us","language":"en","title":"AI Boom Could Continue to Drive S&P 500 Higher - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2341887627","media":"Investing.com","summary":"Goldman Sachs strategists led by Ryan Hammond see further upside in the S&P 500 if the market continues to price ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p>Goldman Sachs strategists see further upside in the S&amp;P 500 if the market continues to price in potential productivity and profit boost from the rapid adoption of artificial intelligence (AI).</p><p style=\"text-align: left;\">“Using our dividend discount model (DDM) and our economists’ assumption that widespread AI adoption could boost productivity growth by 1.5 pp per year over a 10-year period, we estimate that S&amp;P 500 CAGR EPS over the next 20 years would be 5.4%, compared with +4.9% that our model currently assumes, and would support an S&amp;P 500 fair value 9% above today,” the strategists wrote in a client note.</p><p style=\"text-align: left;\">However, they don’t believe that the market will fully price in the AI potential in the near term, given the uncertainty surrounding the timing and ability of companies.</p><p style=\"text-align: left;\">“First, using a range of productivity scenarios, upside to S&amp;P 500 fair value could be as small as +5% and as large as +14%. Second, a policy response such as a higher corporate tax rate could offset some of the AI-assisted boost to earnings. Third, a higher interest rate environment could negate much of the potential increase in S&amp;P 500 fair value. Fourth, equity prices track near-term cyclical dynamics closely, and long-term bullishness on AI contrasts with near-term investor bearishness due to recession risk.”</p><p style=\"text-align: left;\">Discussing the dot-com bubble and its similarities to 2023, the strategists say that high investor expectations are definitely a risk for the market.</p><p style=\"text-align: left;\">“Fast-growing firms often struggle to grow into elevated valuation multiples. During the late 1990s, while many of the largest TMT stocks continued to grow sales, their inability to meet optimistic investor expectations led to a collapse in valuations,” they added.</p><p style=\"text-align: left;\">However, investor optimism about AI is still not at extreme levels given that equity risk premium (ERP) and long-term EPS growth expectations are “roughly in line with historical averages.”</p><p style=\"text-align: left;\">The situation is different at the stock level as Nvidia&#39;s current valuation is “similar to the valuation accorded in the 2000s to some of the largest Dot Com Boom beneficiaries (MSFT, INTC) but not the most extreme example (CSCO).”</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>AI Boom Could Continue to Drive S&P 500 Higher - Goldman</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\">\nAI Boom Could Continue to Drive S&P 500 Higher - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-08 07:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/ai-boom-could-continue-to-drive-sp-500-higher--goldman-432SI-3099936><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs strategists see further upside in the S&P 500 if the market continues to price in potential productivity and profit boost from the rapid adoption of artificial intelligence (AI).“Using ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/ai-boom-could-continue-to-drive-sp-500-higher--goldman-432SI-3099936\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","IVV":"标普500指数ETF","SPY":"标普500ETF","VOO":"Vanguard标普500ETF"},"source_url":"https://www.investing.com/news/stock-market-news/ai-boom-could-continue-to-drive-sp-500-higher--goldman-432SI-3099936","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2341887627","content_text":"Goldman Sachs strategists see further upside in the S&P 500 if the market continues to price in potential productivity and profit boost from the rapid adoption of artificial intelligence (AI).“Using our dividend discount model (DDM) and our economists’ assumption that widespread AI adoption could boost productivity growth by 1.5 pp per year over a 10-year period, we estimate that S&P 500 CAGR EPS over the next 20 years would be 5.4%, compared with +4.9% that our model currently assumes, and would support an S&P 500 fair value 9% above today,” the strategists wrote in a client note.However, they don’t believe that the market will fully price in the AI potential in the near term, given the uncertainty surrounding the timing and ability of companies.“First, using a range of productivity scenarios, upside to S&P 500 fair value could be as small as +5% and as large as +14%. Second, a policy response such as a higher corporate tax rate could offset some of the AI-assisted boost to earnings. Third, a higher interest rate environment could negate much of the potential increase in S&P 500 fair value. Fourth, equity prices track near-term cyclical dynamics closely, and long-term bullishness on AI contrasts with near-term investor bearishness due to recession risk.”Discussing the dot-com bubble and its similarities to 2023, the strategists say that high investor expectations are definitely a risk for the market.“Fast-growing firms often struggle to grow into elevated valuation multiples. During the late 1990s, while many of the largest TMT stocks continued to grow sales, their inability to meet optimistic investor expectations led to a collapse in valuations,” they added.However, investor optimism about AI is still not at extreme levels given that equity risk premium (ERP) and long-term EPS growth expectations are “roughly in line with historical averages.”The situation is different at the stock level as Nvidia's current valuation is “similar to the valuation accorded in the 2000s to some of the largest Dot Com Boom beneficiaries (MSFT, INTC) but not the most extreme example (CSCO).”","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184747005837392,"gmtCreate":1686143525300,"gmtModify":1686143530085,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"More upside?","listText":"More upside?","text":"More upside?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184747005837392","repostId":"1110319692","repostType":4,"repost":{"id":"1110319692","pubTimestamp":1686135011,"share":"https://www.laohu8.com/m/news/1110319692?lang=&edition=full","pubTime":"2023-06-07 18:50","market":"us","language":"en","title":"Nvidia’s Rally Forces Money Managers to Play Catch-up","url":"https://stock-news.laohu8.com/highlight/detail?id=1110319692","media":"Financial Times","summary":"Montage of Nvidia sign and chartsBig money managers missed out on the rally in Nvidia and spent the ","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d5dd92853b055e59005deeb8e69f2dca\" alt=\"Montage of Nvidia sign and charts\" title=\"Montage of Nvidia sign and charts\" tg-width=\"700\" tg-height=\"394\"/><span>Montage of Nvidia sign and charts</span></p><p>Big money managers missed out on the rally in Nvidia and spent the past two weeks catching up, racing to amass shares of the US company that has become a go-to bet on artificial intelligence.</p><p>State Street, Fidelity, Amundi, Ameriprise’s Columbia Threadneedle and Loomis Sayles all cut positions in Nvidia in the first quarter of 2023 before a powerful rally pushed the chipmaker’s valuation to $1tn, securities filings showed. An analysis by Goldman Sachs shows they were far from alone: mutual funds were broadly reducing exposure to Nvidia in early 2023, making the stock one of their most underweight positions.</p><p>But fund managers have been loading up again, according to interviews with traders at Wall Street banks. Mutual funds and hedge funds have been scrambling to top up their positions in Nvidia, other AI-linked growth stocks such as Advanced Micro Devices and semiconductor exchange traded funds.</p><p>“A lot of people were underweight the growth space in general after 2022,” said Brian Bost, co-head of equity derivatives for the Americas at Barclays. But now, he said, “we’re at a point where a lot of people are being forced into the market”.</p><p>That has helped support Nvidia’s stock price, which sprang from $305 a share to a high of $419 after the company reported strong earnings and issued bumper revenue guidance on May 24, citing demand for chips used in generative AI.</p><p>Traders noted purchases were met by a dearth of willing sellers of Nvidia stock, meaning many deals consisted of relatively small lots. Daily volumes more than doubled to average $32bn, but trading desks said on some days they could not satiate demand.</p><p>The stock has since come off its highs, closing at $386.54 on Tuesday, which Wall Street traders said indicated demand has been satisfied for the time being.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b6f6bfca3a5394fc89bee8712e1be111\" alt=\"Line chart of Daily trading value ($bn) showing Nvidia has become one of the most heavily traded US stocks\" title=\"Line chart of Daily trading value ($bn) showing Nvidia has become one of the most heavily traded US stocks\" tg-width=\"700\" tg-height=\"500\"/><span>Line chart of Daily trading value ($bn) showing Nvidia has become one of the most heavily traded US stocks</span></p><p>Many funds bought up Nvidia stock programmatically, using algorithms to help guide their purchases, traders said.</p><p>“I haven’t seen a guidance change like that ever, frankly,” said one tech trader at a Wall Street bank, adding that after the company published its latest figures, “people do the math and it becomes something [they] have to own . . . the chase [was] on”.</p><p>Tech stocks occupied relatively small positions in many mutual funds compared to their weightings in the S&amp;P 500 index, the benchmark that is used to judge the performance of many managers. Nvidia now makes up 2.7 per cent of the S&amp;P 500, climbing from 1.1 per cent at the end of 2022.</p><p>Many fund managers have chosen to keep tech holdings light for reasons that include avoiding concentrated bets on individual companies. But being underweight has led to relative underperformance.</p><p>The problem has been acute for growth stock funds, given that the seven largest names in the the Russell 1000 growth index — Apple, Microsoft, Alphabet, Amazon, Nvidia, Tesla and Meta — account for a staggering 42 per cent of it, according to Goldman.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bbdbf3cef50ceb4c0961a8fbecfb8af\" alt=\"Line chart of Weight in the S&amp;P 500 (%) showing Big tech has become an ever-larger weight in the benchmark S&amp;P 500\" title=\"Line chart of Weight in the S&amp;P 500 (%) showing Big tech has become an ever-larger weight in the benchmark S&amp;P 500\" tg-width=\"700\" tg-height=\"500\"/><span>Line chart of Weight in the S&amp;P 500 (%) showing Big tech has become an ever-larger weight in the benchmark S&amp;P 500</span></p><p>Stuart Kaiser, head of US equity trading strategy at Citi, said tech stocks’ dramatic recent rises “made people a little uncomfortable . . . but nobody wants to miss out on it”.</p><p>Traders said buying was broad-based, lacking the fingerprint of big trades put on by a single participant such as family office Archegos Capital Management, which shook markets when it collapsed in 2021. The armies of retail traders who once organised on social media to buy stocks are not as visible now.</p><p>Even big hedge funds have had to pivot quickly.</p><p>Three Wall Street prime brokers that trade with hedge funds — JPMorgan Chase, Bank of America and Morgan Stanley — all ranked as top-10 Nvidia investors at the end of March. The previous quarter, just one investment bank was such a large holder.</p><p>Wall Street views such broker holdings as a rough proxy for hedge fund positions. Brokers regularly provide hedge funds exposure to stocks through equity swaps, where the broker buys the underlying security and enters into derivatives contracts that mirror a stock’s rise or fall.</p><p>Several large hedge funds had cut positions in Nvidia in the weeks before May 24, hoping to lock in profits after the stock had more than doubled since the end of last year, according to trading desk heads.</p><p>But the rally that followed the company’s new guidance prompted funds to dive right back in.</p><p>In another type of derivatives trade, investors were buying put options on Nvidia before its results, said Akshay Narayanan, head of equity options trading at Optiver, a proprietary trading firm. Put options pay out if a security’s price falls below a given level by a certain date.</p><p>But since May 24, investors have traded more bullish call options.</p><p>“People were asking ‘is this valuation a bit stretched, was a lot of this share price run-up quite speculative?’” Narayanan said. “But the earnings were able to provide a lot more substance . . . now [investors] are asking if the uptick is enough.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a053d7ac76bd7105a13a359563b8384a\" alt=\"Line chart of Number of option contracts trading each day (mn) showing Nvidia&#39;s option trading volumes have surged\" title=\"Line chart of Number of option contracts trading each day (mn) showing Nvidia&#39;s option trading volumes have surged\" tg-width=\"700\" tg-height=\"500\"/><span>Line chart of Number of option contracts trading each day (mn) showing Nvidia&#39;s option trading volumes have surged</span></p><p>Traders expect recent volatility to continue. Options prices indicate traders expect twice the normal stock price swing around the date of Nvidia’s next quarterly results. Traders are also predicting swings around events such as AMD’s upcoming “AI Technology Premiere”.</p><p>Fidelity, State Street, Amundi, Ameriprise and Columbia Threadneedle declined to comment. Loomis Sayles said it owned 11.5mn shares of Nvidia across several investment teams, with the vast majority in growth strategies that are “a long-term holder of the stock”.</p></body></html>","source":"lsy1580170736413","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s Rally Forces Money Managers to Play Catch-up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Rally Forces Money Managers to Play Catch-up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-07 18:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.ft.com/content/56df5a8c-6d13-42ca-bf92-49041902b061><strong>Financial Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Montage of Nvidia sign and chartsBig money managers missed out on the rally in Nvidia and spent the past two weeks catching up, racing to amass shares of the US company that has become a go-to bet on ...</p>\n\n<a href=\"https://www.ft.com/content/56df5a8c-6d13-42ca-bf92-49041902b061\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.ft.com/content/56df5a8c-6d13-42ca-bf92-49041902b061","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110319692","content_text":"Montage of Nvidia sign and chartsBig money managers missed out on the rally in Nvidia and spent the past two weeks catching up, racing to amass shares of the US company that has become a go-to bet on artificial intelligence.State Street, Fidelity, Amundi, Ameriprise’s Columbia Threadneedle and Loomis Sayles all cut positions in Nvidia in the first quarter of 2023 before a powerful rally pushed the chipmaker’s valuation to $1tn, securities filings showed. An analysis by Goldman Sachs shows they were far from alone: mutual funds were broadly reducing exposure to Nvidia in early 2023, making the stock one of their most underweight positions.But fund managers have been loading up again, according to interviews with traders at Wall Street banks. Mutual funds and hedge funds have been scrambling to top up their positions in Nvidia, other AI-linked growth stocks such as Advanced Micro Devices and semiconductor exchange traded funds.“A lot of people were underweight the growth space in general after 2022,” said Brian Bost, co-head of equity derivatives for the Americas at Barclays. But now, he said, “we’re at a point where a lot of people are being forced into the market”.That has helped support Nvidia’s stock price, which sprang from $305 a share to a high of $419 after the company reported strong earnings and issued bumper revenue guidance on May 24, citing demand for chips used in generative AI.Traders noted purchases were met by a dearth of willing sellers of Nvidia stock, meaning many deals consisted of relatively small lots. Daily volumes more than doubled to average $32bn, but trading desks said on some days they could not satiate demand.The stock has since come off its highs, closing at $386.54 on Tuesday, which Wall Street traders said indicated demand has been satisfied for the time being.Line chart of Daily trading value ($bn) showing Nvidia has become one of the most heavily traded US stocksMany funds bought up Nvidia stock programmatically, using algorithms to help guide their purchases, traders said.“I haven’t seen a guidance change like that ever, frankly,” said one tech trader at a Wall Street bank, adding that after the company published its latest figures, “people do the math and it becomes something [they] have to own . . . the chase [was] on”.Tech stocks occupied relatively small positions in many mutual funds compared to their weightings in the S&P 500 index, the benchmark that is used to judge the performance of many managers. Nvidia now makes up 2.7 per cent of the S&P 500, climbing from 1.1 per cent at the end of 2022.Many fund managers have chosen to keep tech holdings light for reasons that include avoiding concentrated bets on individual companies. But being underweight has led to relative underperformance.The problem has been acute for growth stock funds, given that the seven largest names in the the Russell 1000 growth index — Apple, Microsoft, Alphabet, Amazon, Nvidia, Tesla and Meta — account for a staggering 42 per cent of it, according to Goldman.Line chart of Weight in the S&P 500 (%) showing Big tech has become an ever-larger weight in the benchmark S&P 500Stuart Kaiser, head of US equity trading strategy at Citi, said tech stocks’ dramatic recent rises “made people a little uncomfortable . . . but nobody wants to miss out on it”.Traders said buying was broad-based, lacking the fingerprint of big trades put on by a single participant such as family office Archegos Capital Management, which shook markets when it collapsed in 2021. The armies of retail traders who once organised on social media to buy stocks are not as visible now.Even big hedge funds have had to pivot quickly.Three Wall Street prime brokers that trade with hedge funds — JPMorgan Chase, Bank of America and Morgan Stanley — all ranked as top-10 Nvidia investors at the end of March. The previous quarter, just one investment bank was such a large holder.Wall Street views such broker holdings as a rough proxy for hedge fund positions. Brokers regularly provide hedge funds exposure to stocks through equity swaps, where the broker buys the underlying security and enters into derivatives contracts that mirror a stock’s rise or fall.Several large hedge funds had cut positions in Nvidia in the weeks before May 24, hoping to lock in profits after the stock had more than doubled since the end of last year, according to trading desk heads.But the rally that followed the company’s new guidance prompted funds to dive right back in.In another type of derivatives trade, investors were buying put options on Nvidia before its results, said Akshay Narayanan, head of equity options trading at Optiver, a proprietary trading firm. Put options pay out if a security’s price falls below a given level by a certain date.But since May 24, investors have traded more bullish call options.“People were asking ‘is this valuation a bit stretched, was a lot of this share price run-up quite speculative?’” Narayanan said. “But the earnings were able to provide a lot more substance . . . now [investors] are asking if the uptick is enough.”Line chart of Number of option contracts trading each day (mn) showing Nvidia's option trading volumes have surgedTraders expect recent volatility to continue. Options prices indicate traders expect twice the normal stock price swing around the date of Nvidia’s next quarterly results. Traders are also predicting swings around events such as AMD’s upcoming “AI Technology Premiere”.Fidelity, State Street, Amundi, Ameriprise and Columbia Threadneedle declined to comment. Loomis Sayles said it owned 11.5mn shares of Nvidia across several investment teams, with the vast majority in growth strategies that are “a long-term holder of the stock”.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9955252749,"gmtCreate":1675473120181,"gmtModify":1676539005043,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":33,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955252749","repostId":"1153090200","repostType":4,"repost":{"id":"1153090200","pubTimestamp":1675471225,"share":"https://www.laohu8.com/m/news/1153090200?lang=&edition=full","pubTime":"2023-02-04 08:40","market":"us","language":"en","title":"U.S. Weekly Review: Market Rally Powers Higher On Tame Fed, Meta Earnings; Apple, Google, Amazon In Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1153090200","media":"Investor's Business Daily","summary":"The stock market rally marched higher as the Fed took a slightly more dovish stance, even though it ","content":"<html><head></head><body><p>The stock market rally marched higher as the Fed took a slightly more dovish stance, even though it said rate hikes will continue. Friday&#39;s superhot jobs report failed to derail the uptrend. Big earnings or guidance continued to be mixed, but <b>Meta Platforms</b> (META) skyrocketed on cost cuts, revenue guidance and a big buyback. <b>AMD</b> (AMD) also was a big winner, while <b>Apple</b> (AAPL) rallied despite missing views. Google parent <b>Alphabet</b> (GOOGL) and <b>Amazon.com</b> (AMZN) had solidly weekly gains. <b>General Motors</b> (GM) soared on strong earnings, though <b>Ford</b> (F) tumbled on its results. Oil stocks skidded as energy prices retreated.</p><h2>Market Rally Decisively Clears Key Resistance</h2><p>The market rally continued rising, as investors hailed Fed chief Jerome Powell&#39;s comments and often-mixed earnings, taking a strong jobs report in stride. The Nasdaq and small-cap Russell 2000 moved decisively above their late 2022 highs. The S&amp;P 500 also cleared its recent peaks, while the Dow Jones faced some struggles. Crude oil futures retreated significantly, while natural gas continued to tumble. Treasury yields tumbled to their lowest levels in several months.</p><h2>Fed Tame As Jobs Roar</h2><p>The Federal Reserve hiked its key rate a quarter-point and signaled at least two more hikes still to come. With Wall Street betting that the Fed will pause after just one more hike in March, that guidance could have been a downer. But Fed Chair Jerome Powell seemed to fire up animal spirits by hailing disinflationary trends, while sounding upbeat about a soft landing for the U.S. economy and expressing no qualms about easing financial conditions. However, the January jobs report out on Friday showed hiring surged in January with unemployment falling to the lowest level since 1969. However, wage gains slowed to 4.4%, lowest since August 2021. Still, hiring strength and a new rock-bottom for unemployment have shifted odds slightly in favor of two more rate hikes. Meanwhile, the ISM U.S. manufacturing index was weak, but the ISM&#39;s service-sector gauge showed a big jump.</p><h2>Meta Platforms Surges On 2023 Outlook</h2><p><b>Meta Platforms</b> (META) reported a 52% EPS decline, in line with views, while revenue fell 4%, slightly topping. Shares surged as the Facebook parent vowed to make 2023 a &#34;year of efficiency&#34; following massive spending on the metaverse in 2022. Meta guided up on Q1 revenue and slashed capital spending and other planned expenses for the year. It also announced a $40 billion buyback.</p><h2>Apple Misses Holiday-Quarter Targets</h2><p>Consumer electronics giant <b>Apple</b> (AAPL) missed its December-quarter sales and earnings targets amid supply constraints and foreign exchange headwinds. Fiscal Q1 EPS fell 10% as sales sank 5% to $117.2 billion. Apple&#39;s iPhone revenue sank 8% to $65.8 billion after it couldn&#39;t make enough iPhone 14 Pro models to meet demand. Apple&#39;s Mac computer sales tumbled 29% to $7.7 billion. And revenue from Apple&#39;s wearables, home and accessories unit declined 8% to $13.5 billion. However, iPad sales rose 30% to $9.4 billion in the holiday quarter. And services revenue increased 6% to $20.8 billion.</p><h2>Amazon EPS Dives, Outlook Weak</h2><p>Q4 EPS crashed 98%, well below views. Revenue rose nearly 9% to $149.2 billion, topping views, but slowing from Q3&#39;s 15%. Amazon Web Services revenue popped 20%, slowing from Q3&#39;s 27.5% and slightly below views. <b>Amazon</b> (AMZN) guided Q1 revenue forecasts lower, with high-margin AWS expected to show further deceleration in growth. Shares fell Friday but rose solidly for the week.</p><h2>Google Misses As Ad Revenue Falls</h2><p>Google-parent <b>Alphabet</b> (GOOGL) reported Q4 earnings and revenue that missed Wall Street targets amid slowing growth in internet search advertising, YouTube ads and cloud-computing services. Q4 earnings tumbled 31%. Gross revenue rose 1% to $76.05 billion. Advertising revenue fell 3% to $59.04 billion, missing estimates. In addition, ad revenue at Google&#39;s YouTube fell more than 7% to $7.96 billion. Google said cloud-computing revenue rose 32% to $7.32 billion, missing estimates of $7.44 billion. In Q3, cloud revenue rose 38%.</p><h2>Chipmakers Offer Weak Outlook</h2><p>Semiconductor manufacturers mostly guided Wall Street lower for the current period as they delivered earnings reports in the past week. Chipmakers offering a weak outlook included those exposed to personal computers and smartphones, such as <b>Advanced Micro Devices</b> (AMD), <b>Qorvo</b> (QRVO) and <b>Qualcomm</b> (QCOM). Bucking the trend with beat-and-raise earnings reports were <b>Allegro MicroSystems</b> (ALGM), <b>Microchip Technology</b> (MCHP) and <b>Silicon Labs</b> (SLAB). They have greater exposure to automotive, industrial and Internet-of-Things markets.</p><h2>Oil Majors&#39; Results Mixed</h2><p><b>Exxon Mobil</b> (XOM) reported a 66% EPS gain, though the 12% revenue rise missed. Amid surging cash, Exxon plans on returning up to $35 billion to shareholders through dividends and buybacks in 2023. <b>Shell</b> (SHEL) EPS swelled 67% due to strong LNG and gas trading and refining margins, while revenue increased 19% to $101.3 billion. <b>ConocoPhillips</b> (COP) missed earnings and revenue views, though EPS was up 19% and sales 21%. It plans to return $11 billion to shareholders in 2023. Oil stocks generally fell amid skidding oil and gas prices.</p><h2>GM Crushes Views, Ford Leaves $2 Billion &#39;On The Table&#39;</h2><p><b>General Motors</b> (GM) crushed earnings and revenue estimates for the fourth quarter, while guiding for another solid year in 2023. Year over year, EPS grew 57%, accelerating from a 48% gain the prior quarter. Revenue rose 28%, but margins fell. Demand and pricing for GM vehicles &#34;remain strong,&#34; CFO Paul Jacobson said, amid recession fears. The auto giant also announced a hefty investment in <b>Lithium Americas</b> (LAC), as it ramps up on electric vehicles and lithium-based EV batteries. <b>Ford</b> (F) went the opposite way, missing Q4 earnings estimates and losing $2 billion for the full year due to poor execution, while giving a downbeat outlook for 2023. GM jumped, flashing a buy signal. Ford tumbled on results, slashing weekly gains.</p><p>Meanwhile, new U.S. vehicle sales were stronger than expected in January as supply disruptions continue to ease.</p><p>More crossover SUVs will be eligible for tax credits at prices up to $80,000, the U.S. government announced Friday in a reversal. That should benefit <b>Tesla</b> (TSLA) and Ford in particular.</p><h2>Homebuilders Rally On Earnings</h2><p><b>Pulte Group</b> (PHM), <b>NVR</b> (NVR) and <b>Meritage</b> (MTH) topped EPS and revenue views, with solid growth, though orders point to weaker results ahead. <b>M.D.C. Holdings</b> (MDC) missed on revenue. But all four homebuilders rallied solidly for the week, along with other builders and many other housing-related stocks. One outlier: <b>Beazer Homes</b> (BZH) reported mixed results and tumbled Friday.</p><h2>Drug Earnings Mixed</h2><p>Pfizer beat adjusted earnings expectations at $1.14 per share, up 45%, but sales rose just 2% and the drug giant projected massive declines for its Covid products this year. <b>Merck</b> (MRK), <b>Eli Lilly</b> (LLY) and <b>Bristol Myers Squibb</b> (BMY) all beat quarterly expectations. But Lilly shares fell on lighter-than-expected sales for its newest diabetes treatment, Mounjaro. Bristol Myers&#39; sales of generics-facing Revlimid plummeted 32% with declines expected to continue. Merck&#39;s 2023 outlook lagged. <b>GSK</b> (GSK) and <b>Novo Nordisk</b> (NVO), on the other hand, topped sales and per-share earnings forecasts, but <b>Novartis</b> (NVS) reported light profit. <b>Sanofi</b> (SNY) met EPS views but sales were light.</p><h2>Biotech Earnings</h2><p><b>Amgen</b> (AMGN) fell 7%, just missing, while flat sales missed. Shares fell on its 2023 outlook, which didn&#39;t include Amgen&#39;s looming <b>Horizon Therapeutics</b> (HZNP) takeover. <b>Gilead Sciences</b> (GILD) popped after its earnings report, with EPS surging 142% and overall sales 2%, both easily beating. <b>Regeneron</b> (REGN) also beat forecasts, though sales tumbled 31% due to a downfall in Covid antibody sales, with adjusted EPS off 46%. Amgen fell sharply, while Gilead and Regeneron rose, with REGN flirting with a breakout.</p><h2>Caterpillar Profit Disappoints</h2><p><b>Caterpillar</b> (CAT) earnings for Q4 rose 43% to $3.86, but missed estimates. Revenue climbed 20% to $16.6 billion, ahead of views. CAT stock, a global bellwether, has surged on a better global economic outlook led by China and Europe. Yet Caterpillar says it&#39;s not yet seeing higher demand in China. CAT stock tumbled to its 50-day line, but bounced somewhat Friday.</p><h2>Trucking Earnings On Different Roads</h2><p><b>Old Dominion Freight Line</b> (ODFL) earnings rose 21%, well above views. But <b>ArcBest</b> (ARCB) and <b>Saia</b> (SAIA) missed, with modest year-over-year EPS declines. ArcBest and Saia both noted that shipping tonnage fell and volume slowed during a &#34;softer freight environment.&#34; Still, revenue per shipment grew due to pricing increases. ODFL spiked. ArcBest and Saia initially tumbled on Friday, but rebounded to continue strong weekly gains.</p><h2>Footwear Makers Step Up</h2><p><b>Deckers Outdoor</b> (DECK) reported a 24% EPS gain with revenue up 13%, both beating. Hoka running shoe sales spiked 91% to $352 million. But Deckers&#39; guidance implied a slight Q4 miss. <b>Skechers</b> (SKX) posted an 18% per share profit decline with sales up 14%. The shoe maker guided low on revenue.</p><h2>Health Insurers Slide On Outlook Concerns</h2><p><b>Cigna</b> (CI) edged past Q4 estimates with 4% growth, but the big commercial health insurer offered below-expected guidance for 2023, despite predicting a boost of 1.2 million members. CI stock sold off toward a three-month low. Leading Medicare Advantage player <b>Humana</b> (HUM) cruised past EPS estimates with 31% growth, while saying it&#39;ll earn at least as much as the consensus view in 2023. HUM stock rallied on the report, but it didn&#39;t last. That&#39;s because the government agency that oversees Medicare Advantage proposed the smallest increase since 2016 for next year.</p><h2>News In Brief</h2><p><b>GE HealthCare Technologies</b> (GEHC) reported a 4% EPS drop with revenue up nearly 8% in its report since its spinoff from <b>General Electric</b> (GE). GEHC guided for modest growth in 2023.</p><p><b>UPS</b> (UPS) reported a 1% EPS gain, slightly beating, while revenue fell 3% to $27 billion, missing. The shipping giant announced a $5 billion buyback and hiked its dividend nearly 7%.</p><p><b>McDonald&#39;s</b> (MCD) reported 16% EPS growth while revenue dipped 1%, both beating. But shares fell as the fast-food giant warned that inflation concerns will affect margins.</p><p><b>ChampionX</b> (CHX) topped EPS views, but the drilling tech firm missed on revenue and guided low. CHX stock tumbled. <b>Helmerich &amp; Payne</b> (HP) beat first-quarter 2023 earnings estimates Monday, with revenue up 76% to $720 million.</p><p><b>World Wrestling Entertainment</b> (WWE) reported a 22% EPS drop while revenue rose 5%, both slightly missing views.</p><p><b>Dynatrace</b> (DT) reported fiscal Q3 EPS rose 38% while revenue climbed 24% to $297.5 million, both beating. Annual recurring revenue, or ARR, rose 25% to $1.163 billion, just topping estimates. The app monitoring software maker guided higher for current quarter revenue.</p></body></html>","source":"lsy1610612141385","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>U.S. Weekly Review: Market Rally Powers Higher On Tame Fed, Meta Earnings; Apple, Google, Amazon In Focus</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\">\nU.S. Weekly Review: Market Rally Powers Higher On Tame Fed, Meta Earnings; Apple, Google, Amazon In Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-04 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/market-rally-powers-higher-on-tame-fed-meta-earnings-apple-google-amazon/><strong>Investor's Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market rally marched higher as the Fed took a slightly more dovish stance, even though it said rate hikes will continue. Friday's superhot jobs report failed to derail the uptrend. Big ...</p>\n\n<a href=\"https://www.investors.com/news/market-rally-powers-higher-on-tame-fed-meta-earnings-apple-google-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.investors.com/news/market-rally-powers-higher-on-tame-fed-meta-earnings-apple-google-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153090200","content_text":"The stock market rally marched higher as the Fed took a slightly more dovish stance, even though it said rate hikes will continue. Friday's superhot jobs report failed to derail the uptrend. Big earnings or guidance continued to be mixed, but Meta Platforms (META) skyrocketed on cost cuts, revenue guidance and a big buyback. AMD (AMD) also was a big winner, while Apple (AAPL) rallied despite missing views. Google parent Alphabet (GOOGL) and Amazon.com (AMZN) had solidly weekly gains. General Motors (GM) soared on strong earnings, though Ford (F) tumbled on its results. Oil stocks skidded as energy prices retreated.Market Rally Decisively Clears Key ResistanceThe market rally continued rising, as investors hailed Fed chief Jerome Powell's comments and often-mixed earnings, taking a strong jobs report in stride. The Nasdaq and small-cap Russell 2000 moved decisively above their late 2022 highs. The S&P 500 also cleared its recent peaks, while the Dow Jones faced some struggles. Crude oil futures retreated significantly, while natural gas continued to tumble. Treasury yields tumbled to their lowest levels in several months.Fed Tame As Jobs RoarThe Federal Reserve hiked its key rate a quarter-point and signaled at least two more hikes still to come. With Wall Street betting that the Fed will pause after just one more hike in March, that guidance could have been a downer. But Fed Chair Jerome Powell seemed to fire up animal spirits by hailing disinflationary trends, while sounding upbeat about a soft landing for the U.S. economy and expressing no qualms about easing financial conditions. However, the January jobs report out on Friday showed hiring surged in January with unemployment falling to the lowest level since 1969. However, wage gains slowed to 4.4%, lowest since August 2021. Still, hiring strength and a new rock-bottom for unemployment have shifted odds slightly in favor of two more rate hikes. Meanwhile, the ISM U.S. manufacturing index was weak, but the ISM's service-sector gauge showed a big jump.Meta Platforms Surges On 2023 OutlookMeta Platforms (META) reported a 52% EPS decline, in line with views, while revenue fell 4%, slightly topping. Shares surged as the Facebook parent vowed to make 2023 a \"year of efficiency\" following massive spending on the metaverse in 2022. Meta guided up on Q1 revenue and slashed capital spending and other planned expenses for the year. It also announced a $40 billion buyback.Apple Misses Holiday-Quarter TargetsConsumer electronics giant Apple (AAPL) missed its December-quarter sales and earnings targets amid supply constraints and foreign exchange headwinds. Fiscal Q1 EPS fell 10% as sales sank 5% to $117.2 billion. Apple's iPhone revenue sank 8% to $65.8 billion after it couldn't make enough iPhone 14 Pro models to meet demand. Apple's Mac computer sales tumbled 29% to $7.7 billion. And revenue from Apple's wearables, home and accessories unit declined 8% to $13.5 billion. However, iPad sales rose 30% to $9.4 billion in the holiday quarter. And services revenue increased 6% to $20.8 billion.Amazon EPS Dives, Outlook WeakQ4 EPS crashed 98%, well below views. Revenue rose nearly 9% to $149.2 billion, topping views, but slowing from Q3's 15%. Amazon Web Services revenue popped 20%, slowing from Q3's 27.5% and slightly below views. Amazon (AMZN) guided Q1 revenue forecasts lower, with high-margin AWS expected to show further deceleration in growth. Shares fell Friday but rose solidly for the week.Google Misses As Ad Revenue FallsGoogle-parent Alphabet (GOOGL) reported Q4 earnings and revenue that missed Wall Street targets amid slowing growth in internet search advertising, YouTube ads and cloud-computing services. Q4 earnings tumbled 31%. Gross revenue rose 1% to $76.05 billion. Advertising revenue fell 3% to $59.04 billion, missing estimates. In addition, ad revenue at Google's YouTube fell more than 7% to $7.96 billion. Google said cloud-computing revenue rose 32% to $7.32 billion, missing estimates of $7.44 billion. In Q3, cloud revenue rose 38%.Chipmakers Offer Weak OutlookSemiconductor manufacturers mostly guided Wall Street lower for the current period as they delivered earnings reports in the past week. Chipmakers offering a weak outlook included those exposed to personal computers and smartphones, such as Advanced Micro Devices (AMD), Qorvo (QRVO) and Qualcomm (QCOM). Bucking the trend with beat-and-raise earnings reports were Allegro MicroSystems (ALGM), Microchip Technology (MCHP) and Silicon Labs (SLAB). They have greater exposure to automotive, industrial and Internet-of-Things markets.Oil Majors' Results MixedExxon Mobil (XOM) reported a 66% EPS gain, though the 12% revenue rise missed. Amid surging cash, Exxon plans on returning up to $35 billion to shareholders through dividends and buybacks in 2023. Shell (SHEL) EPS swelled 67% due to strong LNG and gas trading and refining margins, while revenue increased 19% to $101.3 billion. ConocoPhillips (COP) missed earnings and revenue views, though EPS was up 19% and sales 21%. It plans to return $11 billion to shareholders in 2023. Oil stocks generally fell amid skidding oil and gas prices.GM Crushes Views, Ford Leaves $2 Billion 'On The Table'General Motors (GM) crushed earnings and revenue estimates for the fourth quarter, while guiding for another solid year in 2023. Year over year, EPS grew 57%, accelerating from a 48% gain the prior quarter. Revenue rose 28%, but margins fell. Demand and pricing for GM vehicles \"remain strong,\" CFO Paul Jacobson said, amid recession fears. The auto giant also announced a hefty investment in Lithium Americas (LAC), as it ramps up on electric vehicles and lithium-based EV batteries. Ford (F) went the opposite way, missing Q4 earnings estimates and losing $2 billion for the full year due to poor execution, while giving a downbeat outlook for 2023. GM jumped, flashing a buy signal. Ford tumbled on results, slashing weekly gains.Meanwhile, new U.S. vehicle sales were stronger than expected in January as supply disruptions continue to ease.More crossover SUVs will be eligible for tax credits at prices up to $80,000, the U.S. government announced Friday in a reversal. That should benefit Tesla (TSLA) and Ford in particular.Homebuilders Rally On EarningsPulte Group (PHM), NVR (NVR) and Meritage (MTH) topped EPS and revenue views, with solid growth, though orders point to weaker results ahead. M.D.C. Holdings (MDC) missed on revenue. But all four homebuilders rallied solidly for the week, along with other builders and many other housing-related stocks. One outlier: Beazer Homes (BZH) reported mixed results and tumbled Friday.Drug Earnings MixedPfizer beat adjusted earnings expectations at $1.14 per share, up 45%, but sales rose just 2% and the drug giant projected massive declines for its Covid products this year. Merck (MRK), Eli Lilly (LLY) and Bristol Myers Squibb (BMY) all beat quarterly expectations. But Lilly shares fell on lighter-than-expected sales for its newest diabetes treatment, Mounjaro. Bristol Myers' sales of generics-facing Revlimid plummeted 32% with declines expected to continue. Merck's 2023 outlook lagged. GSK (GSK) and Novo Nordisk (NVO), on the other hand, topped sales and per-share earnings forecasts, but Novartis (NVS) reported light profit. Sanofi (SNY) met EPS views but sales were light.Biotech EarningsAmgen (AMGN) fell 7%, just missing, while flat sales missed. Shares fell on its 2023 outlook, which didn't include Amgen's looming Horizon Therapeutics (HZNP) takeover. Gilead Sciences (GILD) popped after its earnings report, with EPS surging 142% and overall sales 2%, both easily beating. Regeneron (REGN) also beat forecasts, though sales tumbled 31% due to a downfall in Covid antibody sales, with adjusted EPS off 46%. Amgen fell sharply, while Gilead and Regeneron rose, with REGN flirting with a breakout.Caterpillar Profit DisappointsCaterpillar (CAT) earnings for Q4 rose 43% to $3.86, but missed estimates. Revenue climbed 20% to $16.6 billion, ahead of views. CAT stock, a global bellwether, has surged on a better global economic outlook led by China and Europe. Yet Caterpillar says it's not yet seeing higher demand in China. CAT stock tumbled to its 50-day line, but bounced somewhat Friday.Trucking Earnings On Different RoadsOld Dominion Freight Line (ODFL) earnings rose 21%, well above views. But ArcBest (ARCB) and Saia (SAIA) missed, with modest year-over-year EPS declines. ArcBest and Saia both noted that shipping tonnage fell and volume slowed during a \"softer freight environment.\" Still, revenue per shipment grew due to pricing increases. ODFL spiked. ArcBest and Saia initially tumbled on Friday, but rebounded to continue strong weekly gains.Footwear Makers Step UpDeckers Outdoor (DECK) reported a 24% EPS gain with revenue up 13%, both beating. Hoka running shoe sales spiked 91% to $352 million. But Deckers' guidance implied a slight Q4 miss. Skechers (SKX) posted an 18% per share profit decline with sales up 14%. The shoe maker guided low on revenue.Health Insurers Slide On Outlook ConcernsCigna (CI) edged past Q4 estimates with 4% growth, but the big commercial health insurer offered below-expected guidance for 2023, despite predicting a boost of 1.2 million members. CI stock sold off toward a three-month low. Leading Medicare Advantage player Humana (HUM) cruised past EPS estimates with 31% growth, while saying it'll earn at least as much as the consensus view in 2023. HUM stock rallied on the report, but it didn't last. That's because the government agency that oversees Medicare Advantage proposed the smallest increase since 2016 for next year.News In BriefGE HealthCare Technologies (GEHC) reported a 4% EPS drop with revenue up nearly 8% in its report since its spinoff from General Electric (GE). GEHC guided for modest growth in 2023.UPS (UPS) reported a 1% EPS gain, slightly beating, while revenue fell 3% to $27 billion, missing. The shipping giant announced a $5 billion buyback and hiked its dividend nearly 7%.McDonald's (MCD) reported 16% EPS growth while revenue dipped 1%, both beating. But shares fell as the fast-food giant warned that inflation concerns will affect margins.ChampionX (CHX) topped EPS views, but the drilling tech firm missed on revenue and guided low. CHX stock tumbled. Helmerich & Payne (HP) beat first-quarter 2023 earnings estimates Monday, with revenue up 76% to $720 million.World Wrestling Entertainment (WWE) reported a 22% EPS drop while revenue rose 5%, both slightly missing views.Dynatrace (DT) reported fiscal Q3 EPS rose 38% while revenue climbed 24% to $297.5 million, both beating. Annual recurring revenue, or ARR, rose 25% to $1.163 billion, just topping estimates. The app monitoring software maker guided higher for current quarter revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198068422127760,"gmtCreate":1689390725446,"gmtModify":1689390728530,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198068422127760","repostId":"2351623052","repostType":4,"repost":{"id":"2351623052","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":1689377434,"share":"https://www.laohu8.com/m/news/2351623052?lang=&edition=full","pubTime":"2023-07-15 07:30","market":"us","language":"en","title":"Big-Bank Earnings Show Signs of Soft Landing","url":"https://stock-news.laohu8.com/highlight/detail?id=2351623052","media":"Dow Jones","summary":"The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.JPMorgan Ch","content":"<html><head></head><body><p>The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.</p><p>JPMorgan Chase&#39;s profit soared 67% in the second quarter from a year earlier and Wells Fargo&#39;s jumped 57%, lifted by the income they earned lending out money at higher rates. Citigroup&#39;s net interest income was a bright spot, though profit fell 36%. All three banks beat analysts&#39; expectations for profit and revenue.</p><p>The three banks collectively grew their loan books from a year earlier, thanks partly to an increase in credit-card balances, which padded revenues. The banks lifted their forecasts for their 2023 lending profits, proof they don&#39;t expect to see a major shift in borrowing or deposits.</p><p>Analysts and investors largely agree that the economy has been slowing since the Federal Reserve began lifting rates last year. Still, Friday&#39;s results made it easy to forget there was a banking crisis this year.</p><p>The higher interest rates that pushed Silicon Valley Bank, Signature Bank and First Republic Bank to failure have largely been a benefit for the megabanks, which all attracted customers reaching for safety. JPMorgan&#39;s purchase of First Republic, with government aid, boosted its consumer and commercial businesses and gave the bank an immediate $2.7 billion gain.</p><p>The picture could be less rosy for smaller and midsize lenders, which will start reporting results next week. While banks of all sizes are paying more in interest to keep yield-hungry customers from yanking their deposits, the extra expense can be hard on smaller banks.</p><p>Bank stocks have diverged this year. JPMorgan, Wells Fargo and Citi are all up in 2023. Friday, JPMorgan rose 0.6%, while Wells Fargo fell 0.3% and Citigroup dropped 4%. The broader KBW Nasdaq Bank Index is down 18% for the year and fell Friday, a sign that investors are worried about smaller banks&#39; deposit costs.</p><p>Some regional banks have lowered their second-quarter earnings forecasts in recent weeks, saying they underestimated how much they would have to shell out on deposits.</p><p>While executives at all three big banks said they continue to believe the economy is strong, especially when looking at U.S. consumers, they all cautioned there is too much uncertainty to be sure of the future.</p><p>&#34;I don&#39;t know whether it&#39;s going to be a soft landing, a mild recession or a hard recession,&#34; JPMorgan Chief Executive Jamie Dimon told reporters.</p><p>Loan defaults increased slightly but remain historically low. The big banks set aside some money for potential future defaults, particularly in commercial real estate, but the charges weren&#39;t as large as what they took when anticipating steep economic declines.</p><p>Bankers and regulators say that the March crisis has receded, and recent economic data has spurred hopes the worst-case economic scenarios they feared won&#39;t materialize.</p><p>The optimism is showing up in markets too, with investors embracing risk-on trades they had avoided for much of 2022. Megacap tech stocks are up, with the Nasdaq Composite just wrapping up its best first half to a year since the 1980s. Bitcoin rose more than 80% in the first half of the year, even though regulators sued the biggest crypto exchanges.</p><p>&#34;The U.S. economy continues to perform better than many expected and although there will likely be continued economic slowing and uncertainty remains, it is quite possible the range of scenarios will narrow over the next few quarters,&#34; Wells Fargo CEO Charlie Scharf said on a call with analysts.</p><p>JPMorgan, Wells Fargo and Citi together earned $49 billion in net interest income last quarter, up 31% from a year earlier, as loans increased and they charged more for them.</p><p>Customers at all three banks spent more on their credit cards, and more borrowers carried over balances each month. Loans to businesses were up at JPMorgan and Wells Fargo.</p><p>Even mortgage originations, which are heavily impacted by rates, increased from earlier in the year at Wells and JPMorgan, though they remained down sharply from a year ago.</p><p>&#34;Overall, I&#39;d say we are seeing a more cautious consumer, but not necessarily a recessionary one,&#34; Citi CEO Jane Fraser said.</p><p>But the going is getting tougher even for the big banks.</p><p>All three banks had to pay more to depositors to keep them from moving money into higher-yielding money-market funds, after years of paying next to nothing on consumer checking accounts.</p><p>And customers still pulled money. Deposits fell 3% from a year earlier at JPMorgan and 6% at Wells Fargo. They were roughly flat at Citi.</p><p>Those results spooked investors across the banking sector, where smaller and less-diversified banks have a harder time offsetting those costs. Regional banks slumped Friday and custody banks State Street and Bank of New York Mellon dropped sharply.</p><p>Meanwhile, loans might sour as well if higher rates take a bigger toll on consumers and businesses.</p><p>&#34;We&#39;re still very early in the cycle. This is going to play out over an extended period,&#34; said Mike Santomassimo, Wells Fargo&#39;s chief financial officer, on a call with reporters. The bank set aside nearly $1 billion to cover expected bad loans, largely in commercial real estate.</p><p>JPMorgan executives characterized the slight increase in loan defaults as more historically normal, not a concerning deterioration.</p><p>Banks also are becoming more selective about the loans they make. &#34;The economy has slowed, and we&#39;ve taken some credit tightening actions,&#34; Scharf said on the analyst call.</p><p>Wall Street businesses remained in the doldrums. Investment banking, which includes fees from mergers and selling corporate stock and debt, fell 6% from a year earlier at JPMorgan and 24% at Citi. Trading declined 10% at JPMorgan and 13% at Citi.</p><p>&#34;People should feel that the economy is on a pretty solid footing, which is surprising given the pace of interest rate hikes,&#34; said Jean Rosenbaum, senior portfolio manager at GYL Financial Synergies.</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>Big-Bank Earnings Show Signs of Soft Landing</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\">\nBig-Bank Earnings Show Signs of Soft Landing\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\">2023-07-15 07:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.</p><p>JPMorgan Chase&#39;s profit soared 67% in the second quarter from a year earlier and Wells Fargo&#39;s jumped 57%, lifted by the income they earned lending out money at higher rates. Citigroup&#39;s net interest income was a bright spot, though profit fell 36%. All three banks beat analysts&#39; expectations for profit and revenue.</p><p>The three banks collectively grew their loan books from a year earlier, thanks partly to an increase in credit-card balances, which padded revenues. The banks lifted their forecasts for their 2023 lending profits, proof they don&#39;t expect to see a major shift in borrowing or deposits.</p><p>Analysts and investors largely agree that the economy has been slowing since the Federal Reserve began lifting rates last year. Still, Friday&#39;s results made it easy to forget there was a banking crisis this year.</p><p>The higher interest rates that pushed Silicon Valley Bank, Signature Bank and First Republic Bank to failure have largely been a benefit for the megabanks, which all attracted customers reaching for safety. JPMorgan&#39;s purchase of First Republic, with government aid, boosted its consumer and commercial businesses and gave the bank an immediate $2.7 billion gain.</p><p>The picture could be less rosy for smaller and midsize lenders, which will start reporting results next week. While banks of all sizes are paying more in interest to keep yield-hungry customers from yanking their deposits, the extra expense can be hard on smaller banks.</p><p>Bank stocks have diverged this year. JPMorgan, Wells Fargo and Citi are all up in 2023. Friday, JPMorgan rose 0.6%, while Wells Fargo fell 0.3% and Citigroup dropped 4%. The broader KBW Nasdaq Bank Index is down 18% for the year and fell Friday, a sign that investors are worried about smaller banks&#39; deposit costs.</p><p>Some regional banks have lowered their second-quarter earnings forecasts in recent weeks, saying they underestimated how much they would have to shell out on deposits.</p><p>While executives at all three big banks said they continue to believe the economy is strong, especially when looking at U.S. consumers, they all cautioned there is too much uncertainty to be sure of the future.</p><p>&#34;I don&#39;t know whether it&#39;s going to be a soft landing, a mild recession or a hard recession,&#34; JPMorgan Chief Executive Jamie Dimon told reporters.</p><p>Loan defaults increased slightly but remain historically low. The big banks set aside some money for potential future defaults, particularly in commercial real estate, but the charges weren&#39;t as large as what they took when anticipating steep economic declines.</p><p>Bankers and regulators say that the March crisis has receded, and recent economic data has spurred hopes the worst-case economic scenarios they feared won&#39;t materialize.</p><p>The optimism is showing up in markets too, with investors embracing risk-on trades they had avoided for much of 2022. Megacap tech stocks are up, with the Nasdaq Composite just wrapping up its best first half to a year since the 1980s. Bitcoin rose more than 80% in the first half of the year, even though regulators sued the biggest crypto exchanges.</p><p>&#34;The U.S. economy continues to perform better than many expected and although there will likely be continued economic slowing and uncertainty remains, it is quite possible the range of scenarios will narrow over the next few quarters,&#34; Wells Fargo CEO Charlie Scharf said on a call with analysts.</p><p>JPMorgan, Wells Fargo and Citi together earned $49 billion in net interest income last quarter, up 31% from a year earlier, as loans increased and they charged more for them.</p><p>Customers at all three banks spent more on their credit cards, and more borrowers carried over balances each month. Loans to businesses were up at JPMorgan and Wells Fargo.</p><p>Even mortgage originations, which are heavily impacted by rates, increased from earlier in the year at Wells and JPMorgan, though they remained down sharply from a year ago.</p><p>&#34;Overall, I&#39;d say we are seeing a more cautious consumer, but not necessarily a recessionary one,&#34; Citi CEO Jane Fraser said.</p><p>But the going is getting tougher even for the big banks.</p><p>All three banks had to pay more to depositors to keep them from moving money into higher-yielding money-market funds, after years of paying next to nothing on consumer checking accounts.</p><p>And customers still pulled money. Deposits fell 3% from a year earlier at JPMorgan and 6% at Wells Fargo. They were roughly flat at Citi.</p><p>Those results spooked investors across the banking sector, where smaller and less-diversified banks have a harder time offsetting those costs. Regional banks slumped Friday and custody banks State Street and Bank of New York Mellon dropped sharply.</p><p>Meanwhile, loans might sour as well if higher rates take a bigger toll on consumers and businesses.</p><p>&#34;We&#39;re still very early in the cycle. This is going to play out over an extended period,&#34; said Mike Santomassimo, Wells Fargo&#39;s chief financial officer, on a call with reporters. The bank set aside nearly $1 billion to cover expected bad loans, largely in commercial real estate.</p><p>JPMorgan executives characterized the slight increase in loan defaults as more historically normal, not a concerning deterioration.</p><p>Banks also are becoming more selective about the loans they make. &#34;The economy has slowed, and we&#39;ve taken some credit tightening actions,&#34; Scharf said on the analyst call.</p><p>Wall Street businesses remained in the doldrums. Investment banking, which includes fees from mergers and selling corporate stock and debt, fell 6% from a year earlier at JPMorgan and 24% at Citi. Trading declined 10% at JPMorgan and 13% at Citi.</p><p>&#34;People should feel that the economy is on a pretty solid footing, which is surprising given the pace of interest rate hikes,&#34; said Jean Rosenbaum, senior portfolio manager at GYL Financial Synergies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗","WFC":"富国银行","FRCB":"第一共和银行","JPM":"摩根大通"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2351623052","content_text":"The biggest U.S. banks presented a picture of a resilient economy on Friday, with consumers and businesses continuing to spend and borrow even after a lightning-fast rise in interest rates.JPMorgan Chase's profit soared 67% in the second quarter from a year earlier and Wells Fargo's jumped 57%, lifted by the income they earned lending out money at higher rates. Citigroup's net interest income was a bright spot, though profit fell 36%. All three banks beat analysts' expectations for profit and revenue.The three banks collectively grew their loan books from a year earlier, thanks partly to an increase in credit-card balances, which padded revenues. The banks lifted their forecasts for their 2023 lending profits, proof they don't expect to see a major shift in borrowing or deposits.Analysts and investors largely agree that the economy has been slowing since the Federal Reserve began lifting rates last year. Still, Friday's results made it easy to forget there was a banking crisis this year.The higher interest rates that pushed Silicon Valley Bank, Signature Bank and First Republic Bank to failure have largely been a benefit for the megabanks, which all attracted customers reaching for safety. JPMorgan's purchase of First Republic, with government aid, boosted its consumer and commercial businesses and gave the bank an immediate $2.7 billion gain.The picture could be less rosy for smaller and midsize lenders, which will start reporting results next week. While banks of all sizes are paying more in interest to keep yield-hungry customers from yanking their deposits, the extra expense can be hard on smaller banks.Bank stocks have diverged this year. JPMorgan, Wells Fargo and Citi are all up in 2023. Friday, JPMorgan rose 0.6%, while Wells Fargo fell 0.3% and Citigroup dropped 4%. The broader KBW Nasdaq Bank Index is down 18% for the year and fell Friday, a sign that investors are worried about smaller banks' deposit costs.Some regional banks have lowered their second-quarter earnings forecasts in recent weeks, saying they underestimated how much they would have to shell out on deposits.While executives at all three big banks said they continue to believe the economy is strong, especially when looking at U.S. consumers, they all cautioned there is too much uncertainty to be sure of the future.\"I don't know whether it's going to be a soft landing, a mild recession or a hard recession,\" JPMorgan Chief Executive Jamie Dimon told reporters.Loan defaults increased slightly but remain historically low. The big banks set aside some money for potential future defaults, particularly in commercial real estate, but the charges weren't as large as what they took when anticipating steep economic declines.Bankers and regulators say that the March crisis has receded, and recent economic data has spurred hopes the worst-case economic scenarios they feared won't materialize.The optimism is showing up in markets too, with investors embracing risk-on trades they had avoided for much of 2022. Megacap tech stocks are up, with the Nasdaq Composite just wrapping up its best first half to a year since the 1980s. Bitcoin rose more than 80% in the first half of the year, even though regulators sued the biggest crypto exchanges.\"The U.S. economy continues to perform better than many expected and although there will likely be continued economic slowing and uncertainty remains, it is quite possible the range of scenarios will narrow over the next few quarters,\" Wells Fargo CEO Charlie Scharf said on a call with analysts.JPMorgan, Wells Fargo and Citi together earned $49 billion in net interest income last quarter, up 31% from a year earlier, as loans increased and they charged more for them.Customers at all three banks spent more on their credit cards, and more borrowers carried over balances each month. Loans to businesses were up at JPMorgan and Wells Fargo.Even mortgage originations, which are heavily impacted by rates, increased from earlier in the year at Wells and JPMorgan, though they remained down sharply from a year ago.\"Overall, I'd say we are seeing a more cautious consumer, but not necessarily a recessionary one,\" Citi CEO Jane Fraser said.But the going is getting tougher even for the big banks.All three banks had to pay more to depositors to keep them from moving money into higher-yielding money-market funds, after years of paying next to nothing on consumer checking accounts.And customers still pulled money. Deposits fell 3% from a year earlier at JPMorgan and 6% at Wells Fargo. They were roughly flat at Citi.Those results spooked investors across the banking sector, where smaller and less-diversified banks have a harder time offsetting those costs. Regional banks slumped Friday and custody banks State Street and Bank of New York Mellon dropped sharply.Meanwhile, loans might sour as well if higher rates take a bigger toll on consumers and businesses.\"We're still very early in the cycle. This is going to play out over an extended period,\" said Mike Santomassimo, Wells Fargo's chief financial officer, on a call with reporters. The bank set aside nearly $1 billion to cover expected bad loans, largely in commercial real estate.JPMorgan executives characterized the slight increase in loan defaults as more historically normal, not a concerning deterioration.Banks also are becoming more selective about the loans they make. \"The economy has slowed, and we've taken some credit tightening actions,\" Scharf said on the analyst call.Wall Street businesses remained in the doldrums. Investment banking, which includes fees from mergers and selling corporate stock and debt, fell 6% from a year earlier at JPMorgan and 24% at Citi. Trading declined 10% at JPMorgan and 13% at Citi.\"People should feel that the economy is on a pretty solid footing, which is surprising given the pace of interest rate hikes,\" said Jean Rosenbaum, senior portfolio manager at GYL Financial Synergies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946109158,"gmtCreate":1680880330274,"gmtModify":1680880333749,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":26,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946109158","repostId":"2325304652","repostType":4,"repost":{"id":"2325304652","pubTimestamp":1680880694,"share":"https://www.laohu8.com/m/news/2325304652?lang=&edition=full","pubTime":"2023-04-07 23:18","market":"us","language":"en","title":"2 Smartest Growth Stocks to Buy Without Hesitation Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2325304652","media":"Motley Fool","summary":"A turbulent market is still full of opportunity for shrewd investors.","content":"<html><head></head><body><p>Growth stocks have faced continued headwinds from a tough economic landscape and volatile investor sentiment over the past year. While stocks in this sector have responded in varying ways, even more important is for investors to focus on the underlying businesses at play and whether they can continue to drive growth in the long term.</p><p>If you&#39;re looking for superior stocks to buy and hold, even if a full-fledged recession hits, here are two names to consider adding to your buy basket before the month is out. </p><h2>1. Vertex Pharmaceuticals </h2><p><strong>Vertex Pharmaceuticals</strong> has built a thriving and profitable growth story on the power of four products, all of which treat the rare genetic disease cystic fibrosis. Cystic fibrosis afflicts more than 160,000 people worldwide, and in the past, a diagnosis was something close to a death sentence. Today, the emergence of a new class of drugs called CFTR modulators -- which treat the underlying cause of cystic fibrosis -- are helping patients live longer and better. </p><p>Vertex is the only company with approved CFTR modulators on the market. Its portfolio of drugs brought in profits of more than $3 billion in 2022. With a foothold in one lucrative and expanding realm of the rare disease drug market, Vertex is now looking to other underserved target markets to build on this momentum. </p><p>One candidate that it&#39;s working on with <strong>Moderna</strong> is designed to treat the thousands of cystic fibrosis patients who can&#39;t take CFTR modulators. Another promising candidate is Vertex&#39;s non-opioid candidate for acute pain, called VX-548, which is currently in phase 3 testing. Chief Operating Officer Stuart Arbuckle said this about VX-548 in the company&#39;s 2022 earnings call: </p><blockquote>There are four aspects critical to framing the acute pain opportunity for Vertex. One, there is a significant unmet need due to the limitations and drawbacks of currently available treatments. Two, the market is large today, even with 90% generic prescribing. Three, prescribing is concentrated in the hospital setting and thus addressable with a specialty commercial infrastructure. And four, there is broad stakeholder recognition of the need for new therapies ... millions in the U.S. suffer from acute pain each year.  </blockquote><p>As of the end of 2022, Vertex was sitting on a stockpile of cash and investments in the amount of nearly $11 billion, up more than 40% from its liquidity position at the close of 2021. With Vertex&#39;s footprint in the multibillion-dollar cystic fibrosis treatment market and its sights set on other massive addressable markets, healthcare investors who buy in now could be poised for generous returns over the next five to 10 years and well beyond. </p><h2>2. Airbnb </h2><p><strong>Airbnb</strong> has kept up a pace of growth in recent quarters that has broadly eclipsed many other travel stocks -- a continued testament to the underlying strength of its products and services. While the travel industry may face notable headwinds if a full-fledged recession takes root, the long-term tailwinds driving this industry bode well for a well-positioned business like Airbnb that benefits from a wide variety of travelers and their needs.</p><p>There&#39;s also the reality that the way that many people travel isn&#39;t quite the same as it was before the pandemic. Yes, business travel has returned to a certain extent, and people are increasingly booking cross-border and leisure travel again.</p><p>However, there&#39;s also been the emergence of a newer type of traveler, one with the freedom to live and work in different locations with a degree of independence that was virtually unheard of a decade ago thanks to the remote work revolution that was accelerated by the COVID-19 crisis. More than one-fifth of bookings on Airbnb&#39;s platform are from long-term stays (28 days or longer). In short, people are living, not just taking vacations, on Airbnb.</p><p>On the host side, more and more people are looking to participate as a way to make an income or supplement one. This was evidenced by the considerable jump in listings that Airbnb saw in 2022 alone. At the end of 2022, the company had 6.6 million active listings on its platform, an increase of a whopping 900,000 listings compared to the end of the prior year.</p><p>CEO Brian Chesky had the following to say about this notable jump in active listings against the backdrop of the current travel environment:</p><blockquote>First, demand drives supply. Hosts are attracted to the supplemental income that they can earn on Airbnb, which is often critical during tough times. Second, our product improvements are working. Over the past two years, we&#39;ve made it more attractive and easier to become a host. Just this past November, we introduced Airbnb Setup, where prospective hosts can connect with Superhosts for free one-to-one guidance all the way through their first reservation. The number of new active hosts recruited with the help of our Superhosts increased by more than 20% compared to pre-launch.  </blockquote><p>Airbnb&#39;s profitable business is laying the groundwork for a resilient path to future growth. Even if travel habits change in the short term as economic challenges persist, the versatility of choices that Airbnb&#39;s platform provides to both travelers and hosts -- an advantage that is proving to be a key growth catalyst even in the current environment -- are a durable tailwind that may compel investors to scoop up this stock now. </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>2 Smartest Growth Stocks to Buy Without Hesitation Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Smartest Growth Stocks to Buy Without Hesitation Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-07 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/06/2-smartest-growth-stocks-to-buy-without-hesitation/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks have faced continued headwinds from a tough economic landscape and volatile investor sentiment over the past year. While stocks in this sector have responded in varying ways, even more ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/06/2-smartest-growth-stocks-to-buy-without-hesitation/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","VERX":"Vertex, Inc."},"source_url":"https://www.fool.com/investing/2023/04/06/2-smartest-growth-stocks-to-buy-without-hesitation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325304652","content_text":"Growth stocks have faced continued headwinds from a tough economic landscape and volatile investor sentiment over the past year. While stocks in this sector have responded in varying ways, even more important is for investors to focus on the underlying businesses at play and whether they can continue to drive growth in the long term.If you're looking for superior stocks to buy and hold, even if a full-fledged recession hits, here are two names to consider adding to your buy basket before the month is out. 1. Vertex Pharmaceuticals Vertex Pharmaceuticals has built a thriving and profitable growth story on the power of four products, all of which treat the rare genetic disease cystic fibrosis. Cystic fibrosis afflicts more than 160,000 people worldwide, and in the past, a diagnosis was something close to a death sentence. Today, the emergence of a new class of drugs called CFTR modulators -- which treat the underlying cause of cystic fibrosis -- are helping patients live longer and better. Vertex is the only company with approved CFTR modulators on the market. Its portfolio of drugs brought in profits of more than $3 billion in 2022. With a foothold in one lucrative and expanding realm of the rare disease drug market, Vertex is now looking to other underserved target markets to build on this momentum. One candidate that it's working on with Moderna is designed to treat the thousands of cystic fibrosis patients who can't take CFTR modulators. Another promising candidate is Vertex's non-opioid candidate for acute pain, called VX-548, which is currently in phase 3 testing. Chief Operating Officer Stuart Arbuckle said this about VX-548 in the company's 2022 earnings call: There are four aspects critical to framing the acute pain opportunity for Vertex. One, there is a significant unmet need due to the limitations and drawbacks of currently available treatments. Two, the market is large today, even with 90% generic prescribing. Three, prescribing is concentrated in the hospital setting and thus addressable with a specialty commercial infrastructure. And four, there is broad stakeholder recognition of the need for new therapies ... millions in the U.S. suffer from acute pain each year.  As of the end of 2022, Vertex was sitting on a stockpile of cash and investments in the amount of nearly $11 billion, up more than 40% from its liquidity position at the close of 2021. With Vertex's footprint in the multibillion-dollar cystic fibrosis treatment market and its sights set on other massive addressable markets, healthcare investors who buy in now could be poised for generous returns over the next five to 10 years and well beyond. 2. Airbnb Airbnb has kept up a pace of growth in recent quarters that has broadly eclipsed many other travel stocks -- a continued testament to the underlying strength of its products and services. While the travel industry may face notable headwinds if a full-fledged recession takes root, the long-term tailwinds driving this industry bode well for a well-positioned business like Airbnb that benefits from a wide variety of travelers and their needs.There's also the reality that the way that many people travel isn't quite the same as it was before the pandemic. Yes, business travel has returned to a certain extent, and people are increasingly booking cross-border and leisure travel again.However, there's also been the emergence of a newer type of traveler, one with the freedom to live and work in different locations with a degree of independence that was virtually unheard of a decade ago thanks to the remote work revolution that was accelerated by the COVID-19 crisis. More than one-fifth of bookings on Airbnb's platform are from long-term stays (28 days or longer). In short, people are living, not just taking vacations, on Airbnb.On the host side, more and more people are looking to participate as a way to make an income or supplement one. This was evidenced by the considerable jump in listings that Airbnb saw in 2022 alone. At the end of 2022, the company had 6.6 million active listings on its platform, an increase of a whopping 900,000 listings compared to the end of the prior year.CEO Brian Chesky had the following to say about this notable jump in active listings against the backdrop of the current travel environment:First, demand drives supply. Hosts are attracted to the supplemental income that they can earn on Airbnb, which is often critical during tough times. Second, our product improvements are working. Over the past two years, we've made it more attractive and easier to become a host. Just this past November, we introduced Airbnb Setup, where prospective hosts can connect with Superhosts for free one-to-one guidance all the way through their first reservation. The number of new active hosts recruited with the help of our Superhosts increased by more than 20% compared to pre-launch.  Airbnb's profitable business is laying the groundwork for a resilient path to future growth. Even if travel habits change in the short term as economic challenges persist, the versatility of choices that Airbnb's platform provides to both travelers and hosts -- an advantage that is proving to be a key growth catalyst even in the current environment -- are a durable tailwind that may compel investors to scoop up this stock now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941626989,"gmtCreate":1680214912742,"gmtModify":1680214916186,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941626989","repostId":"1164007023","repostType":4,"repost":{"id":"1164007023","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":1680191360,"share":"https://www.laohu8.com/m/news/1164007023?lang=&edition=full","pubTime":"2023-03-30 23:49","market":"us","language":"en","title":"Nasdaq 100 Index Officially Enters A Bull Market: History Suggests Returns Will At Least Double From Here","url":"https://stock-news.laohu8.com/highlight/detail?id=1164007023","media":"Benzinga","summary":"ZINGER KEY POINTSThe Nasdaq 100 index officially entered a bull market after rising more than 20% si","content":"<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>The Nasdaq 100 index officially entered a bull market after rising more than 20% since October 2022.</p></li><li><p>History suggests that Nasdaq 100&#39;s returns more than doubled during prior bull markets.</p></li></ul><p>The <strong>Nasdaq 100</strong> index, which includes the hundred largest non-financial firms listed on the Nasdaq stock exchange, officially entered a bull market at the end of the trading day on March 29, 2023.</p><p style=\"text-align: start;\">The tech-heavy index, which is perfectly replicated by the <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust ETF</a>, has climbed by more than 20% from its lows in October 2022 to date, breaking the bear market that began in February 2022.</p><p style=\"text-align: start;\">So far, the first quarter of 2023 has been the second best-performing quarter for the Nasdaq 100 index in the previous ten years, with a 17.5% gain, trailing only the stunning 30% rise in the second quarter of 2020 following the post-Covid rally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6ab1c4cf5e029fe4a7d82a029a4f2b9\" tg-width=\"4608\" tg-height=\"2381\"/></p><p style=\"text-align: start;\">The following stocks have been the primary drivers of the major technology stock index&#39;s ascent over the past months:</p><ul><li><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>, up 85% year to date, bringing 2.8 percentage points to the index&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, up 23% year to date, which similarly provided 2.8 percentage points to the Nasdaq&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a>, up 17% year to date, adding 2.2 percentage points to total performance.</p></li><li><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, up 70% year to date, contributing for 1.7 percentage points to the Nasdaq&#39;s total performance.</p></li><li><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a>, up 57% year to date, delivering 1.6 percentage points to the performance of the index.</p><p></p></li></ul><h3 style=\"text-align: start;\">Nasdaq 100 Index&#39;s Return More Than Doubles During Bull Markets</h3><p style=\"text-align: start;\">There have been four bull markets in the Nasdaq 100 index since 1990:</p><ul><li><p>From October 1990 to July 1998, when the Nasdaq 100 delivered a total return of 962.4%, which corresponded to an annualized return of 25.8%.</p></li><li><p>From October 2002 to October 2007, when the index delivered a total return of 153.4%, which corresponded to an annualized return of 16.3%.</p><ul><li><p>From March 2009 to February 2020, when the index delivered an astonishing total return of 1,156.1%, which corresponded to an annualized return of 21.1%.</p></li><li><p>From April 2020 to February 2022, when the index delivered a total return of 134.2%, which corresponded to an annualized return of 46.2%.</p></li></ul></li></ul></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>Nasdaq 100 Index Officially Enters A Bull Market: History Suggests Returns Will At Least Double From Here</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq 100 Index Officially Enters A Bull Market: History Suggests Returns Will At Least Double From Here\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\">2023-03-30 23:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>The Nasdaq 100 index officially entered a bull market after rising more than 20% since October 2022.</p></li><li><p>History suggests that Nasdaq 100&#39;s returns more than doubled during prior bull markets.</p></li></ul><p>The <strong>Nasdaq 100</strong> index, which includes the hundred largest non-financial firms listed on the Nasdaq stock exchange, officially entered a bull market at the end of the trading day on March 29, 2023.</p><p style=\"text-align: start;\">The tech-heavy index, which is perfectly replicated by the <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust ETF</a>, has climbed by more than 20% from its lows in October 2022 to date, breaking the bear market that began in February 2022.</p><p style=\"text-align: start;\">So far, the first quarter of 2023 has been the second best-performing quarter for the Nasdaq 100 index in the previous ten years, with a 17.5% gain, trailing only the stunning 30% rise in the second quarter of 2020 following the post-Covid rally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6ab1c4cf5e029fe4a7d82a029a4f2b9\" tg-width=\"4608\" tg-height=\"2381\"/></p><p style=\"text-align: start;\">The following stocks have been the primary drivers of the major technology stock index&#39;s ascent over the past months:</p><ul><li><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>, up 85% year to date, bringing 2.8 percentage points to the index&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, up 23% year to date, which similarly provided 2.8 percentage points to the Nasdaq&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a>, up 17% year to date, adding 2.2 percentage points to total performance.</p></li><li><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, up 70% year to date, contributing for 1.7 percentage points to the Nasdaq&#39;s total performance.</p></li><li><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a>, up 57% year to date, delivering 1.6 percentage points to the performance of the index.</p><p></p></li></ul><h3 style=\"text-align: start;\">Nasdaq 100 Index&#39;s Return More Than Doubles During Bull Markets</h3><p style=\"text-align: start;\">There have been four bull markets in the Nasdaq 100 index since 1990:</p><ul><li><p>From October 1990 to July 1998, when the Nasdaq 100 delivered a total return of 962.4%, which corresponded to an annualized return of 25.8%.</p></li><li><p>From October 2002 to October 2007, when the index delivered a total return of 153.4%, which corresponded to an annualized return of 16.3%.</p><ul><li><p>From March 2009 to February 2020, when the index delivered an astonishing total return of 1,156.1%, which corresponded to an annualized return of 21.1%.</p></li><li><p>From April 2020 to February 2022, when the index delivered a total return of 134.2%, which corresponded to an annualized return of 46.2%.</p></li></ul></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","AAPL":"苹果","NVDA":"英伟达","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164007023","content_text":"ZINGER KEY POINTSThe Nasdaq 100 index officially entered a bull market after rising more than 20% since October 2022.History suggests that Nasdaq 100's returns more than doubled during prior bull markets.The Nasdaq 100 index, which includes the hundred largest non-financial firms listed on the Nasdaq stock exchange, officially entered a bull market at the end of the trading day on March 29, 2023.The tech-heavy index, which is perfectly replicated by the Invesco QQQ Trust ETF, has climbed by more than 20% from its lows in October 2022 to date, breaking the bear market that began in February 2022.So far, the first quarter of 2023 has been the second best-performing quarter for the Nasdaq 100 index in the previous ten years, with a 17.5% gain, trailing only the stunning 30% rise in the second quarter of 2020 following the post-Covid rally.The following stocks have been the primary drivers of the major technology stock index's ascent over the past months:NVIDIA Corp, up 85% year to date, bringing 2.8 percentage points to the index's overall performance.Apple Inc., up 23% year to date, which similarly provided 2.8 percentage points to the Nasdaq's overall performance.Microsoft Corporation, up 17% year to date, adding 2.2 percentage points to total performance.Meta Platforms, up 70% year to date, contributing for 1.7 percentage points to the Nasdaq's total performance.Tesla, Inc., up 57% year to date, delivering 1.6 percentage points to the performance of the index.Nasdaq 100 Index's Return More Than Doubles During Bull MarketsThere have been four bull markets in the Nasdaq 100 index since 1990:From October 1990 to July 1998, when the Nasdaq 100 delivered a total return of 962.4%, which corresponded to an annualized return of 25.8%.From October 2002 to October 2007, when the index delivered a total return of 153.4%, which corresponded to an annualized return of 16.3%.From March 2009 to February 2020, when the index delivered an astonishing total return of 1,156.1%, which corresponded to an annualized return of 21.1%.From April 2020 to February 2022, when the index delivered a total return of 134.2%, which corresponded to an annualized return of 46.2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945908349,"gmtCreate":1681342832882,"gmtModify":1681342836545,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Roller coaster ride","listText":"Roller coaster ride","text":"Roller coaster ride","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9945908349","repostId":"2327492247","repostType":4,"repost":{"id":"2327492247","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":1681333224,"share":"https://www.laohu8.com/m/news/2327492247?lang=&edition=full","pubTime":"2023-04-13 05:00","market":"us","language":"en","title":"U.S. STOCKS-Wall Street Closes Lower After Fed Minutes, Inflation Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2327492247","media":"Reuters","summary":"(Reuters) - U.S. stocks ended lower on Wednesday after minutes from the Federal Reserve's March poli","content":"<html><head></head><body><p>(Reuters) - U.S. stocks ended lower on Wednesday after minutes from the Federal Reserve&#39;s March policy meeting revealed concern among several members of the Federal Open Markets Committee (FOMC) regarding the regional bank liquidity crisis.</p><p style=\"text-align: start;\">The <strong>minutes</strong> followed a cooler-than-expected inflation report which belied stickier underlying data and cemented the likelihood of another policy rate hike when the Fed convenes next month.</p><p>All three major U.S. stock indexes seesawed throughout the session to close in negative territory.</p><p style=\"text-align: start;\">&#34;The minutes were clear that there&#39;s ongoing Fed concern with respect to the banking crisis as well as elevated prices,&#34; said Greg Bassuk, chief executive officer of AXS Investments in New York.</p><p style=\"text-align: start;\">The indexes started gyrating as market participants parsed the Labor Department&#39;s Consumer Price Index (CPI).</p><p><strong>That report</strong>, on prices urban consumers pay for a basket of goods and services, came in below analysts&#39; expectations, suggesting that the Fed&#39;s efforts to tame inflation is taking effect.</p><p style=\"text-align: start;\">However, core CPI - which strips out volatile food and energy items - hit the consensus bull&#39;s eye, and remains well above the Fed&#39;s average annual 2% target rate.</p><p style=\"text-align: start;\">&#34;This week is an inflection point as investors are searching for surer footing in advance of corporate earnings and the PPI (producer prices) report coming out tomorrow,&#34; Bassuk said.</p><p style=\"text-align: start;\">&#34;(Economic) data has been very mixed so investors are overacting to any positive or negative hint of Fed rate hike policy. Volatility will continue, investors will have to buckle their seatbelts. There&#39;s so much going on now causing uncertainty for both Wall Street and Main Street.&#34;</p><p>At last glance, financial markets have priced in a 70% likelihood of another 25 basis point interest rate hike at the conclusion of the FOMC&#39;s policy meeting next month.</p><p style=\"text-align: start;\">The next market-moving catalyst is likely to be first-quarter earnings season, which kicks off on Friday with results from three big banks - <a href=\"https://laohu8.com/S/C\">Citigroup Inc </a>, <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase &amp; Co </a> and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo &amp; Co </a>.</p><p style=\"text-align: start;\">Analysts now expect aggregate first-quarter S&amp;P 500 earnings down 5.2% year-on-year, a stark reversal from the 1.4% annual growth seen at the beginning of the quarter.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average <strong><u>(.DJI)</u></strong> fell 38.29 points, or 0.11%, to 33,646.5; the S&amp;P 500 <strong><u>(.SPX)</u></strong> lost 16.99 points, or 0.41%, at 4,091.95; and the Nasdaq Composite <strong><u>(.IXIC)</u></strong> dropped 102.54 points, or 0.85%, to 11,929.34.</p><p style=\"text-align: start;\">Among the 11 major sectors of the S&amp;P 500, seven ended in negative territory, with consumer discretionary <strong><u>(.SPLRCD)</u></strong> suffering the largest percentage loss. Industrials <strong><u>(.SPLRCI)</u></strong> led the gainers.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAL\">American Airlines Group Inc </a> slid 9.2 % after it forecast a lower-than-expected first-quarter profit.</p><p style=\"text-align: start;\">Declining issues outnumbered advancers on the NYSE by a 1.08-to-1 ratio; on Nasdaq, a 1.69-to-1 ratio favored decliners.</p><p style=\"text-align: start;\">The S&amp;P 500 posted 12 new 52-week highs and two new lows; the Nasdaq Composite recorded 64 new highs and 187 new lows.</p><p style=\"text-align: start;\">Volume on U.S. exchanges was 10.40 billion shares, compared with the 11.78 billion average over the last 20 trading days.</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>U.S. STOCKS-Wall Street Closes Lower After Fed Minutes, Inflation Data</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\">\nU.S. STOCKS-Wall Street Closes Lower After Fed Minutes, Inflation Data\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\">2023-04-13 05:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - U.S. stocks ended lower on Wednesday after minutes from the Federal Reserve&#39;s March policy meeting revealed concern among several members of the Federal Open Markets Committee (FOMC) regarding the regional bank liquidity crisis.</p><p style=\"text-align: start;\">The <strong>minutes</strong> followed a cooler-than-expected inflation report which belied stickier underlying data and cemented the likelihood of another policy rate hike when the Fed convenes next month.</p><p>All three major U.S. stock indexes seesawed throughout the session to close in negative territory.</p><p style=\"text-align: start;\">&#34;The minutes were clear that there&#39;s ongoing Fed concern with respect to the banking crisis as well as elevated prices,&#34; said Greg Bassuk, chief executive officer of AXS Investments in New York.</p><p style=\"text-align: start;\">The indexes started gyrating as market participants parsed the Labor Department&#39;s Consumer Price Index (CPI).</p><p><strong>That report</strong>, on prices urban consumers pay for a basket of goods and services, came in below analysts&#39; expectations, suggesting that the Fed&#39;s efforts to tame inflation is taking effect.</p><p style=\"text-align: start;\">However, core CPI - which strips out volatile food and energy items - hit the consensus bull&#39;s eye, and remains well above the Fed&#39;s average annual 2% target rate.</p><p style=\"text-align: start;\">&#34;This week is an inflection point as investors are searching for surer footing in advance of corporate earnings and the PPI (producer prices) report coming out tomorrow,&#34; Bassuk said.</p><p style=\"text-align: start;\">&#34;(Economic) data has been very mixed so investors are overacting to any positive or negative hint of Fed rate hike policy. Volatility will continue, investors will have to buckle their seatbelts. There&#39;s so much going on now causing uncertainty for both Wall Street and Main Street.&#34;</p><p>At last glance, financial markets have priced in a 70% likelihood of another 25 basis point interest rate hike at the conclusion of the FOMC&#39;s policy meeting next month.</p><p style=\"text-align: start;\">The next market-moving catalyst is likely to be first-quarter earnings season, which kicks off on Friday with results from three big banks - <a href=\"https://laohu8.com/S/C\">Citigroup Inc </a>, <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase &amp; Co </a> and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo &amp; Co </a>.</p><p style=\"text-align: start;\">Analysts now expect aggregate first-quarter S&amp;P 500 earnings down 5.2% year-on-year, a stark reversal from the 1.4% annual growth seen at the beginning of the quarter.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average <strong><u>(.DJI)</u></strong> fell 38.29 points, or 0.11%, to 33,646.5; the S&amp;P 500 <strong><u>(.SPX)</u></strong> lost 16.99 points, or 0.41%, at 4,091.95; and the Nasdaq Composite <strong><u>(.IXIC)</u></strong> dropped 102.54 points, or 0.85%, to 11,929.34.</p><p style=\"text-align: start;\">Among the 11 major sectors of the S&amp;P 500, seven ended in negative territory, with consumer discretionary <strong><u>(.SPLRCD)</u></strong> suffering the largest percentage loss. Industrials <strong><u>(.SPLRCI)</u></strong> led the gainers.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAL\">American Airlines Group Inc </a> slid 9.2 % after it forecast a lower-than-expected first-quarter profit.</p><p style=\"text-align: start;\">Declining issues outnumbered advancers on the NYSE by a 1.08-to-1 ratio; on Nasdaq, a 1.69-to-1 ratio favored decliners.</p><p style=\"text-align: start;\">The S&amp;P 500 posted 12 new 52-week highs and two new lows; the Nasdaq Composite recorded 64 new highs and 187 new lows.</p><p style=\"text-align: start;\">Volume on U.S. exchanges was 10.40 billion shares, compared with the 11.78 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","COMP":"Compass, Inc.",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327492247","content_text":"(Reuters) - U.S. stocks ended lower on Wednesday after minutes from the Federal Reserve's March policy meeting revealed concern among several members of the Federal Open Markets Committee (FOMC) regarding the regional bank liquidity crisis.The minutes followed a cooler-than-expected inflation report which belied stickier underlying data and cemented the likelihood of another policy rate hike when the Fed convenes next month.All three major U.S. stock indexes seesawed throughout the session to close in negative territory.\"The minutes were clear that there's ongoing Fed concern with respect to the banking crisis as well as elevated prices,\" said Greg Bassuk, chief executive officer of AXS Investments in New York.The indexes started gyrating as market participants parsed the Labor Department's Consumer Price Index (CPI).That report, on prices urban consumers pay for a basket of goods and services, came in below analysts' expectations, suggesting that the Fed's efforts to tame inflation is taking effect.However, core CPI - which strips out volatile food and energy items - hit the consensus bull's eye, and remains well above the Fed's average annual 2% target rate.\"This week is an inflection point as investors are searching for surer footing in advance of corporate earnings and the PPI (producer prices) report coming out tomorrow,\" Bassuk said.\"(Economic) data has been very mixed so investors are overacting to any positive or negative hint of Fed rate hike policy. Volatility will continue, investors will have to buckle their seatbelts. There's so much going on now causing uncertainty for both Wall Street and Main Street.\"At last glance, financial markets have priced in a 70% likelihood of another 25 basis point interest rate hike at the conclusion of the FOMC's policy meeting next month.The next market-moving catalyst is likely to be first-quarter earnings season, which kicks off on Friday with results from three big banks - Citigroup Inc , JPMorgan Chase & Co  and Wells Fargo & Co .Analysts now expect aggregate first-quarter S&P 500 earnings down 5.2% year-on-year, a stark reversal from the 1.4% annual growth seen at the beginning of the quarter.The Dow Jones Industrial Average (.DJI) fell 38.29 points, or 0.11%, to 33,646.5; the S&P 500 (.SPX) lost 16.99 points, or 0.41%, at 4,091.95; and the Nasdaq Composite (.IXIC) dropped 102.54 points, or 0.85%, to 11,929.34.Among the 11 major sectors of the S&P 500, seven ended in negative territory, with consumer discretionary (.SPLRCD) suffering the largest percentage loss. Industrials (.SPLRCI) led the gainers.American Airlines Group Inc  slid 9.2 % after it forecast a lower-than-expected first-quarter profit.Declining issues outnumbered advancers on the NYSE by a 1.08-to-1 ratio; on Nasdaq, a 1.69-to-1 ratio favored decliners.The S&P 500 posted 12 new 52-week highs and two new lows; the Nasdaq Composite recorded 64 new highs and 187 new lows.Volume on U.S. exchanges was 10.40 billion shares, compared with the 11.78 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183402911740024,"gmtCreate":1685797274684,"gmtModify":1685797279181,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Diversification&nbsp;","listText":"Diversification&nbsp;","text":"Diversification","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183402911740024","repostId":"1155182380","repostType":4,"repost":{"id":"1155182380","pubTimestamp":1685751208,"share":"https://www.laohu8.com/m/news/1155182380?lang=&edition=full","pubTime":"2023-06-03 08:13","market":"us","language":"en","title":"How the Value Trade Has Been Smoked by the AI Frenzy","url":"https://stock-news.laohu8.com/highlight/detail?id=1155182380","media":"Bloomberg","summary":"Cheap stocks lagging behind growth in big reversal from 2022Value’s rise undermined again by the heg","content":"<html><head></head><body><ul><li><p>Cheap stocks lagging behind growth in big reversal from 2022</p></li><li><p>Value’s rise undermined again by the hegemony of tech megacaps</p></li></ul><p>As fast as it went up for value managers, it’s coming down. The culprit is the all-consuming craze for artificial intelligence.</p><p style=\"text-align: start;\">Proponents of the buy-cheap philosophy have been battered by the relative performance of tech stalwarts, resulting in a mirror image of 2022, when value stocks had their best year versus growth since the dot-com crash. In one example, a Russell 1000 subindex housing the likes of energy producers and banks is trailing a counterpart pegged to growth stocks by the most in more than two decades. </p><p style=\"text-align: start;\">It’s still early, but the reversal, happening at an unprecedented rate, is creating pain among those hoping for a lasting renaissance in the time-tested strategy of value investing. Cheap-looking firms are taking lumps amid financial turmoil and uncertainty about the economy’s future just as AI breathes fresh life into computer and software stocks, an industry that dominates the growth style.</p><p style=\"text-align: start;\">“It was a shorter run than I would have anticipated,” said George Cipolloni, portfolio manager at Penn Mutual Asset Management LLC, referring to value’s leadership. “Now, sentiment is clearly in growth’s favor.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c484cfb5cde9d8bb462a51a2bd786494\" alt=\"Value Trails Growth | Cheap stocks post worst month versus fast growers in two decades\" title=\"Value Trails Growth | Cheap stocks post worst month versus fast growers in two decades\" tg-width=\"620\" tg-height=\"348\"/><span>Value Trails Growth | Cheap stocks post worst month versus fast growers in two decades</span></p><p>The S&amp;P 500 advanced for a third week in a row, powered to the brink of a bull market by a handful of tech behemoths such as Nvidia Corp., Alphabet Inc. and Microsoft Corp. The Nasdaq 100 jumped 1.8%, capping a sixth straight weekly gain. </p><p>Underneath the surface, value shares lagged behind growth in a seventh week of underperformance. Additional superlatives depicting the stress are piling up. </p><p style=\"text-align: start;\">The Russell 1000 Value Index fell 4% in May, compared with a gain of a similar size for its growth counterpart. That’s the biggest spread in favor of the latter since 2000. Measured by the first five months, the gap widened to 23 percentage points, the biggest divergence in 44 years of data. As a result, value’s outperformance from last year - its first since 2016 — has been almost wiped out. </p><p style=\"text-align: start;\">Again, declaring the reversal permanent is foolhardy after so short an interval. But it’s at least a setback for a cohort of investors who spent most of the 2010s waiting for the market hegemony of megacap technology companies to break. So relentlessly upward was the arc of asset-light stocks such as Meta Platforms Inc. and Alphabet over that period that concern arose that the value style had somehow outlived its usefulness as companies heavy on intellectual property flourished.</p><p>To be sure, identical concerns were raised among pundits any time growth beat out value in the past, and — as they were each time then — such theorizing proved wrong when rising inflation and interest rates put the cheap-stock contingent back on top in 2022. </p><p style=\"text-align: start;\">Count Kim Shannon, founder of Sionna Investment Managers Inc., among those unfazed by value’s sudden fall. </p><p style=\"text-align: start;\">“The underperformance for a lot of us value people isn’t that significant,” she said. “We’re just biding our time for a better opportunity to make some hay again.”</p><p style=\"text-align: start;\">With tech behemoths dominating market gains this year, many money managers outside value are also having a hard time keeping up. That’s because the average stock is badly underperforming the broader market. Take the equal-weighted versions of the Russell indexes. The value version that strips out market-cap bias is down 1.7% this year, not much worse than the unweighted Russell 1000’s flat return.</p><p style=\"text-align: start;\">Still, the haste with which value has been knocked down the leaderboard is a blow for investors who had reason to expect their moment in the sun to last longer than a year or so. Thanks to the AI euphoria, 2023 is shaping up as another period when tech megacaps shine at the expense of everything else, supercharging a resurgence in growth. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce42f08eb3e50041a4996da5c2f1c4bb\" alt=\"Growth In, Value Out | Stock styles see drastic reveral in fortunes\" title=\"Growth In, Value Out | Stock styles see drastic reveral in fortunes\" tg-width=\"620\" tg-height=\"348\"/><span>Growth In, Value Out | Stock styles see drastic reveral in fortunes</span></p><p style=\"text-align: start;\">The reversals have been particularly painful for quantitative investors who amp-up their strategies by constructing long-short portfolios that bet on low-priced stocks while betting against expensive ones. </p><p style=\"text-align: start;\">When growth is the rage and valuations are ignored, the long-short value trade gets punished on both sides with cheaper stocks snubbed while lofty-valued shares get bid up. A Bloomberg index tracking the strategy that strips out industry bias and treats every stock equally is down 11% this year, compared with a 10% rally for the growth factor.</p><p style=\"text-align: start;\">In the eyes of value adherents, the intense focus on growth alone has opened up a rare opportunity for bargain hunters. Take price-to-sales. The bottom quintile of stocks based on the value factor fetches a median multiple of 0.8, a fraction of the ratio of 8.8 garnered by the top quintile. The pair’s relative valuation spread is wider than 91% of the time since 2000, data compiled by Bloomberg Intelligence show. An analysis based on price-to-earnings showed similar results.  </p><p>“The possibility of a multiyear value run remains intact, with the wide valuation ratios a key driver,” BI’s equity strategists including Chris Cain wrote in a note. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4afe939bc2432425e88bc6aa6a7433c3\" alt=\"relates to How the Value Trade Has Been Smoked by the AI Frenzy\" title=\"relates to How the Value Trade Has Been Smoked by the AI Frenzy\" tg-width=\"800\" tg-height=\"487\"/><span>relates to How the Value Trade Has Been Smoked by the AI Frenzy</span></p><p style=\"text-align: start;\">To growth faithful, betting on valuations alone is a fool’s errand. Cheap stocks can get cheaper if profits can’t keep up. Many value shares, such as energy producers and banks, are sensitive to the economic cycle. With the risk of recession looming, the group has an uphill battle. </p><p style=\"text-align: start;\">Then again, anyone positioned for gloom by parking money in cash or bonds is also being left behind by an equity rally that’s lifted the S&amp;P 500 12% year-to-date. The tech-heavy Nasdaq 100 has performed even better, jumping 33%. </p><p style=\"text-align: start;\">For some investors, the prospect of waiting hasn’t been attractive. In the past three months, they pulled more than $15 billion from exchange-traded funds with a focus on the value style, the fastest withdrawals since at least 2016. </p><p style=\"text-align: start;\">“Value tends to have the lowest exposure to many of the megacap growth names and popular themes like AI driving the market,” said Drew Pettit, director of ETF analysis and strategy at Citigroup Inc. “Value factor funds tend to be cyclical. It has been hard to find a bull on anything economic sensitive as recession fears linger.” </p><p style=\"text-align: start;\">The speed with which AI chatter took over Wall Street — coupled with the collapse of a handful of US regional lenders — has made it a tough year for anyone who doesn’t own stocks connected to the theme, according to Phil Hart, a portfolio manager at JPMorgan Asset Management. Still, he’s sticking to his conviction that value will win out — that it’s a game of patience and long-term stamina. But getting to those gains could be a winding road. </p><p style=\"text-align: start;\">“As a value investor, it’s certainly disappointing,” he said. “You’re going to continue to see a bit of a yo-yo market between growth and value, versus more of a permanent trend.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How the Value Trade Has Been Smoked by the AI Frenzy</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\">\nHow the Value Trade Has Been Smoked by the AI Frenzy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-03 08:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-06-02/value-investors-find-life-at-the-top-was-brief-with-ai-ascendant?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cheap stocks lagging behind growth in big reversal from 2022Value’s rise undermined again by the hegemony of tech megacapsAs fast as it went up for value managers, it’s coming down. The culprit is the...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-06-02/value-investors-find-life-at-the-top-was-brief-with-ai-ascendant?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","NVDA":"英伟达","AI":"C3.ai, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2023-06-02/value-investors-find-life-at-the-top-was-brief-with-ai-ascendant?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155182380","content_text":"Cheap stocks lagging behind growth in big reversal from 2022Value’s rise undermined again by the hegemony of tech megacapsAs fast as it went up for value managers, it’s coming down. The culprit is the all-consuming craze for artificial intelligence.Proponents of the buy-cheap philosophy have been battered by the relative performance of tech stalwarts, resulting in a mirror image of 2022, when value stocks had their best year versus growth since the dot-com crash. In one example, a Russell 1000 subindex housing the likes of energy producers and banks is trailing a counterpart pegged to growth stocks by the most in more than two decades. It’s still early, but the reversal, happening at an unprecedented rate, is creating pain among those hoping for a lasting renaissance in the time-tested strategy of value investing. Cheap-looking firms are taking lumps amid financial turmoil and uncertainty about the economy’s future just as AI breathes fresh life into computer and software stocks, an industry that dominates the growth style.“It was a shorter run than I would have anticipated,” said George Cipolloni, portfolio manager at Penn Mutual Asset Management LLC, referring to value’s leadership. “Now, sentiment is clearly in growth’s favor.”Value Trails Growth | Cheap stocks post worst month versus fast growers in two decadesThe S&P 500 advanced for a third week in a row, powered to the brink of a bull market by a handful of tech behemoths such as Nvidia Corp., Alphabet Inc. and Microsoft Corp. The Nasdaq 100 jumped 1.8%, capping a sixth straight weekly gain. Underneath the surface, value shares lagged behind growth in a seventh week of underperformance. Additional superlatives depicting the stress are piling up. The Russell 1000 Value Index fell 4% in May, compared with a gain of a similar size for its growth counterpart. That’s the biggest spread in favor of the latter since 2000. Measured by the first five months, the gap widened to 23 percentage points, the biggest divergence in 44 years of data. As a result, value’s outperformance from last year - its first since 2016 — has been almost wiped out. Again, declaring the reversal permanent is foolhardy after so short an interval. But it’s at least a setback for a cohort of investors who spent most of the 2010s waiting for the market hegemony of megacap technology companies to break. So relentlessly upward was the arc of asset-light stocks such as Meta Platforms Inc. and Alphabet over that period that concern arose that the value style had somehow outlived its usefulness as companies heavy on intellectual property flourished.To be sure, identical concerns were raised among pundits any time growth beat out value in the past, and — as they were each time then — such theorizing proved wrong when rising inflation and interest rates put the cheap-stock contingent back on top in 2022. Count Kim Shannon, founder of Sionna Investment Managers Inc., among those unfazed by value’s sudden fall. “The underperformance for a lot of us value people isn’t that significant,” she said. “We’re just biding our time for a better opportunity to make some hay again.”With tech behemoths dominating market gains this year, many money managers outside value are also having a hard time keeping up. That’s because the average stock is badly underperforming the broader market. Take the equal-weighted versions of the Russell indexes. The value version that strips out market-cap bias is down 1.7% this year, not much worse than the unweighted Russell 1000’s flat return.Still, the haste with which value has been knocked down the leaderboard is a blow for investors who had reason to expect their moment in the sun to last longer than a year or so. Thanks to the AI euphoria, 2023 is shaping up as another period when tech megacaps shine at the expense of everything else, supercharging a resurgence in growth. Growth In, Value Out | Stock styles see drastic reveral in fortunesThe reversals have been particularly painful for quantitative investors who amp-up their strategies by constructing long-short portfolios that bet on low-priced stocks while betting against expensive ones. When growth is the rage and valuations are ignored, the long-short value trade gets punished on both sides with cheaper stocks snubbed while lofty-valued shares get bid up. A Bloomberg index tracking the strategy that strips out industry bias and treats every stock equally is down 11% this year, compared with a 10% rally for the growth factor.In the eyes of value adherents, the intense focus on growth alone has opened up a rare opportunity for bargain hunters. Take price-to-sales. The bottom quintile of stocks based on the value factor fetches a median multiple of 0.8, a fraction of the ratio of 8.8 garnered by the top quintile. The pair’s relative valuation spread is wider than 91% of the time since 2000, data compiled by Bloomberg Intelligence show. An analysis based on price-to-earnings showed similar results.  “The possibility of a multiyear value run remains intact, with the wide valuation ratios a key driver,” BI’s equity strategists including Chris Cain wrote in a note. relates to How the Value Trade Has Been Smoked by the AI FrenzyTo growth faithful, betting on valuations alone is a fool’s errand. Cheap stocks can get cheaper if profits can’t keep up. Many value shares, such as energy producers and banks, are sensitive to the economic cycle. With the risk of recession looming, the group has an uphill battle. Then again, anyone positioned for gloom by parking money in cash or bonds is also being left behind by an equity rally that’s lifted the S&P 500 12% year-to-date. The tech-heavy Nasdaq 100 has performed even better, jumping 33%. For some investors, the prospect of waiting hasn’t been attractive. In the past three months, they pulled more than $15 billion from exchange-traded funds with a focus on the value style, the fastest withdrawals since at least 2016. “Value tends to have the lowest exposure to many of the megacap growth names and popular themes like AI driving the market,” said Drew Pettit, director of ETF analysis and strategy at Citigroup Inc. “Value factor funds tend to be cyclical. It has been hard to find a bull on anything economic sensitive as recession fears linger.” The speed with which AI chatter took over Wall Street — coupled with the collapse of a handful of US regional lenders — has made it a tough year for anyone who doesn’t own stocks connected to the theme, according to Phil Hart, a portfolio manager at JPMorgan Asset Management. Still, he’s sticking to his conviction that value will win out — that it’s a game of patience and long-term stamina. But getting to those gains could be a winding road. “As a value investor, it’s certainly disappointing,” he said. “You’re going to continue to see a bit of a yo-yo market between growth and value, versus more of a permanent trend.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945443882,"gmtCreate":1681569093447,"gmtModify":1681569097393,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Read only","listText":"Read only","text":"Read only","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945443882","repostId":"1163718092","repostType":4,"repost":{"id":"1163718092","pubTimestamp":1681530012,"share":"https://www.laohu8.com/m/news/1163718092?lang=&edition=full","pubTime":"2023-04-15 11:40","market":"us","language":"en","title":"The S&P 500 May Be Heading Back To Its October Low Very Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1163718092","media":"Seeking Alpha","summary":"SummaryLiquidity is likely to make a big u-turn over the next couple of weeks.Reserve balances at th","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Liquidity is likely to make a big u-turn over the next couple of weeks.</p></li><li><p>Reserve balances at the Federal Reserve have risen in recent weeks, but that&#39;s due to reverse.</p></li><li><p>The Treasury General Account is down to its last $85 billion and is set to rise significantly as tax season comes to an end.</p></li></ul><p>The recent wave of liquidity in the equity market is near its end. Depending on how much the reserve balances sink over the next two to three weeks could result in the S&amp;P 500 even falling back to its October lows.</p><p style=\"text-align: left;\">Much of this will have to do with the Fed balance sheet, which shrank this week as the banking &#34;crisis&#34; begins to ease and activity at the Fed&#39;s lending facilities diminishes. This has led to reverse balances dropping due to increased usage of the reverse repo facility as investors have pushed money into higher-yielding money market accounts.</p><p style=\"text-align: left;\">This has sent the reserve balance lower recently, but those reserves could be set to drop even further, especially now that the Treasury General Account has just $85 billion on hand. The decline in the Treasury General Account has helped to provide the markets with excess liquidity. But with tax receipts set to pour in and the recent debt issuances, the Treasury General Account should rise, which should work to drain liquidity from the markets.</p><p style=\"text-align: left;\">The Treasury General Account has fallen sharply in recent weeks, as the Treasury has used extraordinary measures due to the current debt ceiling debate. The TGA hasn&#39;t fallen to levels this low since December 2021.</p><p style=\"text-align: left;\">The annual tax filing due date comes next week, and the inflows from tax season will need to be high to give the Treasury the cash required to run the government while Congress works out the details on the debt limit.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c885ec6498fa817414707e7052d6d2b9\" alt=\"tga\" title=\"tga\" tg-width=\"640\" tg-height=\"347\"/><span>tga</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">This increase in the TGA from taxes will affect markets as it will work to reduce overall reserve balances held at the Fed, which work to drain liquidity and push the S&amp;P 500 lower. The chart below shows the S&amp;P 500 and the TGA (inverted) relationship. A falling TGA helps free up reserve balance, thus adding liquidity to the market, and a rising TGA removes reserve balances, thus draining liquidity from the market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/269ff1ebce1f014ee809247b07ff32d4\" alt=\"TGA vs. SPX\" title=\"TGA vs. SPX\" tg-width=\"640\" tg-height=\"347\"/><span>TGA vs. SPX</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">In the two weeks from April 13 to April 26 last year, the TGA increased from approximately $540 billion to $975 billion, an increase of $435 billion. This sent reserve balances from $3.8 trillion down to $3.3 trillion. This also resulted in one of the steepest declines in the S&amp;P 500 in 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d85f1c02da9301517589841b22224485\" alt=\"APril 2022\" title=\"APril 2022\" tg-width=\"640\" tg-height=\"347\"/><span>APril 2022</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">Currently, reserve balances are around $3.3 trillion. An increase in the TGA over the next two weeks of a similar size as in 2022 would result in reserve balances falling to about $2.9 trillion and drain significant liquidity from the markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16689a4c68fecd31e0a1bd6d4c49b2fb\" alt=\"Reserve Balances Falling\" title=\"Reserve Balances Falling\" tg-width=\"640\" tg-height=\"347\"/><span>Reserve Balances Falling</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">Additionally, the latest data shows that money market funds continued to rise and reached almost $5.3 trillion as of April 13. The increase in money market accounts appears to be funneling into the Fed&#39;s reverse repo facility, which has reached $2.3 trillion and is almost back to its highest levels in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e4e9c5c527473aaa3cebd8bedb8c09a\" alt=\"Reverse Repo\" title=\"Reverse Repo\" tg-width=\"640\" tg-height=\"347\"/><span>Reverse Repo</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">But more importantly, the usage of the Fed&#39;s banking crisis facility has been declining, along with the repurchase agreements of foreign officials. As this decline or normalize due to the banking &#34;crisis&#34; subsides, it will further work to reduce the Fed&#39;s balance sheet&#39;s size.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d1076f0006a5ed4a5ba40bcf2414fc1\" alt=\"Fed Balance sheet\" title=\"Fed Balance sheet\" tg-width=\"640\" tg-height=\"347\"/><span>Fed Balance sheet</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">In all, we could see a significant decline in the size of the reserve balances over the next two to four weeks, which based on my models that factor in the current loans made by the Fed and without the loans, suggest an increase in the TGA of equal size to last year could send reserve balance to as low as $2.6 to $2.9 trillion. But unlike the significant decline witnessed at the end of 2022, this decline would be longer lasting and could have a more profound effect on markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/623b32cad0121c80b6d6b27a61268fd5\" alt=\"Reserve balances\" title=\"Reserve balances\" tg-width=\"640\" tg-height=\"347\"/><span>Reserve balances</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">Again, historically, the S&amp;P 500 has lagged changes in reserves balances by around two weeks, and if reserved balances begin to drop, the S&amp;P 500 could very well be on its way lower, and depending on how far those reserves fall, it could be a pretty significant drop to come. Historically when the reserve balance makes new highs, stocks make new highs. When the reserve balances make new lows, stocks make new lows. A drop to the lows in reserve balance does leave the door open to a new low in the S&amp;P 500, as far-fetched as that may sound, based on the historical trends.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05f8941621268cb315d7b142382ba029\" alt=\"Reserves S&amp;P 500\" title=\"Reserves S&amp;P 500\" tg-width=\"640\" tg-height=\"347\"/><span>Reserves S&amp;P 500</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">So it&#39;s certainly worth being aware of the significant risk here if the TGA rises and reserves fall. The TGA is straightforward to track and is updated daily on the Treasuries website.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 May Be Heading Back To Its October Low Very Soon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 May Be Heading Back To Its October Low Very Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-15 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4594133-sp-500-may-be-heading-back-to-october-low-very-soon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLiquidity is likely to make a big u-turn over the next couple of weeks.Reserve balances at the Federal Reserve have risen in recent weeks, but that's due to reverse.The Treasury General Account...</p>\n\n<a href=\"https://seekingalpha.com/article/4594133-sp-500-may-be-heading-back-to-october-low-very-soon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4594133-sp-500-may-be-heading-back-to-october-low-very-soon","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1163718092","content_text":"SummaryLiquidity is likely to make a big u-turn over the next couple of weeks.Reserve balances at the Federal Reserve have risen in recent weeks, but that's due to reverse.The Treasury General Account is down to its last $85 billion and is set to rise significantly as tax season comes to an end.The recent wave of liquidity in the equity market is near its end. Depending on how much the reserve balances sink over the next two to three weeks could result in the S&P 500 even falling back to its October lows.Much of this will have to do with the Fed balance sheet, which shrank this week as the banking \"crisis\" begins to ease and activity at the Fed's lending facilities diminishes. This has led to reverse balances dropping due to increased usage of the reverse repo facility as investors have pushed money into higher-yielding money market accounts.This has sent the reserve balance lower recently, but those reserves could be set to drop even further, especially now that the Treasury General Account has just $85 billion on hand. The decline in the Treasury General Account has helped to provide the markets with excess liquidity. But with tax receipts set to pour in and the recent debt issuances, the Treasury General Account should rise, which should work to drain liquidity from the markets.The Treasury General Account has fallen sharply in recent weeks, as the Treasury has used extraordinary measures due to the current debt ceiling debate. The TGA hasn't fallen to levels this low since December 2021.The annual tax filing due date comes next week, and the inflows from tax season will need to be high to give the Treasury the cash required to run the government while Congress works out the details on the debt limit.tgaBloombergThis increase in the TGA from taxes will affect markets as it will work to reduce overall reserve balances held at the Fed, which work to drain liquidity and push the S&P 500 lower. The chart below shows the S&P 500 and the TGA (inverted) relationship. A falling TGA helps free up reserve balance, thus adding liquidity to the market, and a rising TGA removes reserve balances, thus draining liquidity from the market.TGA vs. SPXBloombergIn the two weeks from April 13 to April 26 last year, the TGA increased from approximately $540 billion to $975 billion, an increase of $435 billion. This sent reserve balances from $3.8 trillion down to $3.3 trillion. This also resulted in one of the steepest declines in the S&P 500 in 2022.APril 2022BloombergCurrently, reserve balances are around $3.3 trillion. An increase in the TGA over the next two weeks of a similar size as in 2022 would result in reserve balances falling to about $2.9 trillion and drain significant liquidity from the markets.Reserve Balances FallingBloombergAdditionally, the latest data shows that money market funds continued to rise and reached almost $5.3 trillion as of April 13. The increase in money market accounts appears to be funneling into the Fed's reverse repo facility, which has reached $2.3 trillion and is almost back to its highest levels in 2023.Reverse RepoBloombergBut more importantly, the usage of the Fed's banking crisis facility has been declining, along with the repurchase agreements of foreign officials. As this decline or normalize due to the banking \"crisis\" subsides, it will further work to reduce the Fed's balance sheet's size.Fed Balance sheetBloombergIn all, we could see a significant decline in the size of the reserve balances over the next two to four weeks, which based on my models that factor in the current loans made by the Fed and without the loans, suggest an increase in the TGA of equal size to last year could send reserve balance to as low as $2.6 to $2.9 trillion. But unlike the significant decline witnessed at the end of 2022, this decline would be longer lasting and could have a more profound effect on markets.Reserve balancesBloombergAgain, historically, the S&P 500 has lagged changes in reserves balances by around two weeks, and if reserved balances begin to drop, the S&P 500 could very well be on its way lower, and depending on how far those reserves fall, it could be a pretty significant drop to come. Historically when the reserve balance makes new highs, stocks make new highs. When the reserve balances make new lows, stocks make new lows. A drop to the lows in reserve balance does leave the door open to a new low in the S&P 500, as far-fetched as that may sound, based on the historical trends.Reserves S&P 500BloombergSo it's certainly worth being aware of the significant risk here if the TGA rises and reserves fall. The TGA is straightforward to track and is updated daily on the Treasuries website.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941328682,"gmtCreate":1679995216246,"gmtModify":1679995221016,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941328682","repostId":"2322473469","repostType":4,"repost":{"id":"2322473469","pubTimestamp":1680017488,"share":"https://www.laohu8.com/m/news/2322473469?lang=&edition=full","pubTime":"2023-03-28 23:31","market":"us","language":"en","title":"7 Stocks to Sell in March Before They Crash and Burn","url":"https://stock-news.laohu8.com/highlight/detail?id=2322473469","media":"InvestorPlace","summary":"Xpeng : Xpeng suffers from too much competition.Bed Bath & Beyond : BBBY is struggling to stay afloa","content":"<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/XPEV\">Xpeng </a>: Xpeng suffers from too much competition.</li><li><a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond </a>: BBBY is struggling to stay afloat.</li><li><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic </a>: Virgin Galactic has no realistic path to profitability soon.</li><li>Continue reading for the complete list of stocks to sell!</li></ul><p>While there’s something romantic about taking a shot on an underappreciated enterprise, a countervailing narrative also exists, which brings us to the topic of stocks to sell. To be sure, very few people enjoy discussing this subject (especially if you own the shares mentioned). However, it’s unavoidable. At some point, you’re going to have to issue some rejections.</p><p>That’s why I’m not always onboard with pro athletes showboating about how no one believed in them, which then provided the fuel to succeed. Believe me, for every Tom Brady, there are probably thousands of Tim Tebows. No disrespect meant toward the upstanding Mr. Tebow but coaches and managers must make tough decisions to win. So it is with stocks to sell. For the enterprises below, poor financial metrics and/or rough fundamentals combined with pessimistic analyst views make a recovery in the near term unlikely. With that, below are the stocks to sell.</p><table border=\"1\"><tbody><tr><td><b>XPEV</b></td><td>Xpeng</td><td>$9.62</td></tr><tr><td><b>BBBY</b></td><td>Bed Bath &amp; Beyond</td><td>$0.82</td></tr><tr><td><b>SPCE</b></td><td>Virgin Galactic</td><td>$4.10</td></tr><tr><td><b>RDFN</b></td><td>Redfin</td><td>$8.00</td></tr><tr><td><b>AI</b></td><td>C3.ai</td><td>$25.27</td></tr><tr><td><b>VAPO</b></td><td>Vapotherm</td><td>$0.61</td></tr><tr><td><b>BYND</b></td><td>Beyond Meat</td><td>$16.27</td></tr></tbody></table><h2><a href=\"https://laohu8.com/S/XPEV\">Xpeng </a></h2><p>Fundamentally, Chinese electric vehicle manufacturer Xpeng doesn’t seem like one of the stocks to sell. After all, industry advocates love to rave about how EVs represent the future of transportation and mobility. However, the problem with Xpeng is that it’s stuck in an extremely competitive field.</p><p>Notably, JPMorgan Chase might be giving up on Xpeng, reducing its long position in XPEV. Further, the pensive action aligns with broader analyst skepticism toward the EV maker. On a wider scale, experts note that demand in the Chinese EV market also weakened, hurting Xpeng’s forward potential. As well, the company doesn’t really enjoy outstanding financials. Most glaringly, its trailing-year operating and net margins sit more than 30% below parity.</p><p>Finally, Wall Street analysts peg XPEV as a consensus hold. Their average price target is $10.07, which only represents less than 2% upside potential.</p><h2><a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond </a></h2><p>Once generating tremendous attention as a meme stock, <b>Bed Bath &amp; Beyond</b>(<b>BBBY</b>) still maintains a cult following. However, this following no longer aligns with positive sentiment toward BBBY stock. Since the start of the year, BBBY hemorrhaged an alarming 66% of equity value. For the trailing year, shares fell more than 96%. That’s probably the signal that the embattled retailer symbolizes one of the stocks to sell.</p><p>Another factor to consider is that because BBBY stock fell below $1, it broke a funding agreement with an asset management firm. Therefore, the underlying retailer’s ability to raise capital remains a serious concern. Regarding its financial profile, there’s not much to be said that hasn’t been noticed by other analysts. Operationally, the company appears doomed, with negative revenue growth and profit margins. As well, it has very little cash relative to debt.</p><p>Not surprisingly, analysts peg BBBY as a strong sell. I’d just ignore its $1.03 price target (which implies 31% growth). The experts probably failed to update their spreadsheets.</p><h2><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic </a></h2><p>On the surface, <b>Virgin Galactic</b> doesn’t seem to be one of the stocks to sell. Prominently, SPCE gained over 15% of equity value since the Jan. opener. More importantly, the spaceflight company represents a direct participant of the burgeoning space economy. Over the next few decades, the space economy could command a trillion-dollar valuation or more.</p><p>Overall, though, that’s little comfort to longtime stakeholders of SPCE. For example, in the past 365 days, shares fell nearly 59%. Since its public market debut (via a merger with a special purpose acquisition company or SPAC), Virgin Galactic fell 60%. Financially, the enterprise suffers from negative revenue growth and profitability margins that dropped into the abyss. It’s also extremely overvalued relative to sales, adding insult to injury.</p><p>Turning to Wall Street, analysts peg SPCE as a consensus moderate sell. Further, their average price target sits at $3.93, implying 2.5% downside potential.</p><h2><a href=\"https://laohu8.com/S/RDFN\">Redfin </a></h2><p>Without context, <b>Redfin</b> appears anything other than one of the stocks to sell. Since the Jan. opener, RDFN almost doubled in market value. Further, with the Federal Reserve committed to tackling stubbornly elevated inflation – despite ongoing banking sector concerns – the real estate broker seems poised for better days ahead.</p><p>Unfortunately, in the trailing one-year period, RDFN gave up more than 57%. Further, the Fed’s raising of the benchmark interest rate will hurt affordability on the backend. In other words, while the price may go down, the threshold for qualifying for a mortgage will rise. Another factor to consider is the company’s generally terrible financials. Most conspicuously, the company’s operating and net margins fell on average 14% below parity. Also, its Altman Z-Score of 0.87 reflects a distressed enterprise.</p><p>Looking to the Street, analysts peg RDFN as a consensus hold. Moreover, their average price target sits at $7.51, implying over 9% downside risk.</p><h2><a href=\"https://laohu8.com/S/AI\">C3.ai </a></h2><p>With the rise of artificial intelligence and machine learning, it’s understandable that the market gravitated toward entities like <b>C3.ai</b>. Billed as a comprehensive enterprise AI application development platform, C3.ai offers myriad turnkey solutions for companies seeking to leverage the power of advanced digitalization. Sure enough, since the Jan. opener, AI stock gained nearly 125%.</p><p>One of the stocks to sell? I think not, might be the resounding answer. However, since making its public market debut in late 2020, AI gave up more than 79% of equity value. Therefore, from a longer-term framework, C3.ai suffers from a credibility crisis. In all fairness, C3.ai benefits from a tremendously cash-rich balance sheet. So, one could make the argument that it’s not going bankrupt anytime soon. However, it’s also not going to be consistently profitable anytime soon if it doesn’t address its expanding operating losses.</p><p>Perhaps the most worrying aspect is that it doesn’t generate much positive sentiment among analysts, who rate it a hold. Additionally, their average price target comes out to $20.57, implying downside risk of more than 17%.</p><h2><a href=\"https://laohu8.com/S/VAPO\">Vapotherm </a></h2><p>A medical device manufacturer, <b>Vapotherm</b> created the first heated and humidified high-flow therapy nasal cannula system. Though the company seemingly carries medical relevance, it’s been a rough year for VAPO stock. And it only seems to be getting worse, making it one of the stocks to sell. So, for instance, shares stumbled over 78% since the Jan. opener.</p><p>Thought that was bad? It gets even worse. Over the trailing year, VAPO hemorrhaged nearly 96%. Trading hands at 60 cents a pop, Vapotherm needs a miracle to stay in the game. Financially, however, the prospects appear dim. If VAPO represented a human patient, the doctors might say there’s nothing they can do. With an Altman Z-Score of 9.3 below breakeven, Vapotherm is significantly distressed. Operationally, the company’s three-year revenue growth rate sits at 1.1% below zero. Naturally, its operating and net margins sit deeply below zero.</p><p>Not shockingly, analysts peg VAPO as a consensus moderate sell. Their price target averaged down to 50 cents, implying 18% downside risk.</p><h2><a href=\"https://laohu8.com/S/BYND\">Beyond Meat </a></h2><p>As a concept, I’ve gone to truly appreciate what companies like <b>Beyond Meat</b> are doing regarding plant-based meat. Typically, when the option to go meatless comes up, I sometimes partake (probably about one-third of the time). However, my personal feelings can’t get in the way of the facts. And the fact is, BYND has struggled.</p><p>Sure, you can point to its year-to-date performance of almost 24% up. However, against the trailing year, BYND fell an alarming 70%. Financially, circumstances don’t look appealing for Beyond Meat. Most notably, its Altman Z-Score of 0.59 below zero indicates a highly distressed enterprise. Also, its revenue growth fell 2.2% below breakeven. As for profitability, forget about it. Whether you’re talking gross, operating or net margins, each one of these metrics pings below zero. I’m sorry but from practically every objective fiscal measure, BYND represents one of the stocks to sell.</p><p>Lastly, analysts peg BYND as a moderate sell. Their average price target sits at $11.50, implying nearly 25% downside risk.</p></body></html>","source":"investorplace","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>7 Stocks to Sell in March Before They Crash and Burn</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\">\n7 Stocks to Sell in March Before They Crash and Burn\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-28 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/7-stocks-to-sell-in-march-before-they-crash-and-burn/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Xpeng : Xpeng suffers from too much competition.Bed Bath & Beyond : BBBY is struggling to stay afloat.Virgin Galactic : Virgin Galactic has no realistic path to profitability soon.Continue reading for...</p>\n\n<a href=\"https://investorplace.com/2023/03/7-stocks-to-sell-in-march-before-they-crash-and-burn/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","BK4526":"热门中概股","BK4588":"碎股","BYND":"Beyond Meat, Inc.","XPEV":"小鹏汽车","BBBY":"3B家居","BK4551":"寇图资本持仓","AI":"C3.ai, Inc.","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","RDFN":"Redfin Corp","BK4079":"房地产服务","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4562":"SPAC上市公司","BK4528":"SaaS概念","BK4023":"应用软件","BK4212":"包装食品与肉类","BK4564":"太空概念","BK4187":"航天航空与国防","BK4178":"家庭装饰零售","SPCE":"维珍银河","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4587":"ChatGPT概念","VAPO":"Vapotherm, Inc.","BK4082":"医疗保健设备"},"source_url":"https://investorplace.com/2023/03/7-stocks-to-sell-in-march-before-they-crash-and-burn/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322473469","content_text":"Xpeng : Xpeng suffers from too much competition.Bed Bath & Beyond : BBBY is struggling to stay afloat.Virgin Galactic : Virgin Galactic has no realistic path to profitability soon.Continue reading for the complete list of stocks to sell!While there’s something romantic about taking a shot on an underappreciated enterprise, a countervailing narrative also exists, which brings us to the topic of stocks to sell. To be sure, very few people enjoy discussing this subject (especially if you own the shares mentioned). However, it’s unavoidable. At some point, you’re going to have to issue some rejections.That’s why I’m not always onboard with pro athletes showboating about how no one believed in them, which then provided the fuel to succeed. Believe me, for every Tom Brady, there are probably thousands of Tim Tebows. No disrespect meant toward the upstanding Mr. Tebow but coaches and managers must make tough decisions to win. So it is with stocks to sell. For the enterprises below, poor financial metrics and/or rough fundamentals combined with pessimistic analyst views make a recovery in the near term unlikely. With that, below are the stocks to sell.XPEVXpeng$9.62BBBYBed Bath & Beyond$0.82SPCEVirgin Galactic$4.10RDFNRedfin$8.00AIC3.ai$25.27VAPOVapotherm$0.61BYNDBeyond Meat$16.27Xpeng Fundamentally, Chinese electric vehicle manufacturer Xpeng doesn’t seem like one of the stocks to sell. After all, industry advocates love to rave about how EVs represent the future of transportation and mobility. However, the problem with Xpeng is that it’s stuck in an extremely competitive field.Notably, JPMorgan Chase might be giving up on Xpeng, reducing its long position in XPEV. Further, the pensive action aligns with broader analyst skepticism toward the EV maker. On a wider scale, experts note that demand in the Chinese EV market also weakened, hurting Xpeng’s forward potential. As well, the company doesn’t really enjoy outstanding financials. Most glaringly, its trailing-year operating and net margins sit more than 30% below parity.Finally, Wall Street analysts peg XPEV as a consensus hold. Their average price target is $10.07, which only represents less than 2% upside potential.Bed Bath & Beyond Once generating tremendous attention as a meme stock, Bed Bath & Beyond(BBBY) still maintains a cult following. However, this following no longer aligns with positive sentiment toward BBBY stock. Since the start of the year, BBBY hemorrhaged an alarming 66% of equity value. For the trailing year, shares fell more than 96%. That’s probably the signal that the embattled retailer symbolizes one of the stocks to sell.Another factor to consider is that because BBBY stock fell below $1, it broke a funding agreement with an asset management firm. Therefore, the underlying retailer’s ability to raise capital remains a serious concern. Regarding its financial profile, there’s not much to be said that hasn’t been noticed by other analysts. Operationally, the company appears doomed, with negative revenue growth and profit margins. As well, it has very little cash relative to debt.Not surprisingly, analysts peg BBBY as a strong sell. I’d just ignore its $1.03 price target (which implies 31% growth). The experts probably failed to update their spreadsheets.Virgin Galactic On the surface, Virgin Galactic doesn’t seem to be one of the stocks to sell. Prominently, SPCE gained over 15% of equity value since the Jan. opener. More importantly, the spaceflight company represents a direct participant of the burgeoning space economy. Over the next few decades, the space economy could command a trillion-dollar valuation or more.Overall, though, that’s little comfort to longtime stakeholders of SPCE. For example, in the past 365 days, shares fell nearly 59%. Since its public market debut (via a merger with a special purpose acquisition company or SPAC), Virgin Galactic fell 60%. Financially, the enterprise suffers from negative revenue growth and profitability margins that dropped into the abyss. It’s also extremely overvalued relative to sales, adding insult to injury.Turning to Wall Street, analysts peg SPCE as a consensus moderate sell. Further, their average price target sits at $3.93, implying 2.5% downside potential.Redfin Without context, Redfin appears anything other than one of the stocks to sell. Since the Jan. opener, RDFN almost doubled in market value. Further, with the Federal Reserve committed to tackling stubbornly elevated inflation – despite ongoing banking sector concerns – the real estate broker seems poised for better days ahead.Unfortunately, in the trailing one-year period, RDFN gave up more than 57%. Further, the Fed’s raising of the benchmark interest rate will hurt affordability on the backend. In other words, while the price may go down, the threshold for qualifying for a mortgage will rise. Another factor to consider is the company’s generally terrible financials. Most conspicuously, the company’s operating and net margins fell on average 14% below parity. Also, its Altman Z-Score of 0.87 reflects a distressed enterprise.Looking to the Street, analysts peg RDFN as a consensus hold. Moreover, their average price target sits at $7.51, implying over 9% downside risk.C3.ai With the rise of artificial intelligence and machine learning, it’s understandable that the market gravitated toward entities like C3.ai. Billed as a comprehensive enterprise AI application development platform, C3.ai offers myriad turnkey solutions for companies seeking to leverage the power of advanced digitalization. Sure enough, since the Jan. opener, AI stock gained nearly 125%.One of the stocks to sell? I think not, might be the resounding answer. However, since making its public market debut in late 2020, AI gave up more than 79% of equity value. Therefore, from a longer-term framework, C3.ai suffers from a credibility crisis. In all fairness, C3.ai benefits from a tremendously cash-rich balance sheet. So, one could make the argument that it’s not going bankrupt anytime soon. However, it’s also not going to be consistently profitable anytime soon if it doesn’t address its expanding operating losses.Perhaps the most worrying aspect is that it doesn’t generate much positive sentiment among analysts, who rate it a hold. Additionally, their average price target comes out to $20.57, implying downside risk of more than 17%.Vapotherm A medical device manufacturer, Vapotherm created the first heated and humidified high-flow therapy nasal cannula system. Though the company seemingly carries medical relevance, it’s been a rough year for VAPO stock. And it only seems to be getting worse, making it one of the stocks to sell. So, for instance, shares stumbled over 78% since the Jan. opener.Thought that was bad? It gets even worse. Over the trailing year, VAPO hemorrhaged nearly 96%. Trading hands at 60 cents a pop, Vapotherm needs a miracle to stay in the game. Financially, however, the prospects appear dim. If VAPO represented a human patient, the doctors might say there’s nothing they can do. With an Altman Z-Score of 9.3 below breakeven, Vapotherm is significantly distressed. Operationally, the company’s three-year revenue growth rate sits at 1.1% below zero. Naturally, its operating and net margins sit deeply below zero.Not shockingly, analysts peg VAPO as a consensus moderate sell. Their price target averaged down to 50 cents, implying 18% downside risk.Beyond Meat As a concept, I’ve gone to truly appreciate what companies like Beyond Meat are doing regarding plant-based meat. Typically, when the option to go meatless comes up, I sometimes partake (probably about one-third of the time). However, my personal feelings can’t get in the way of the facts. And the fact is, BYND has struggled.Sure, you can point to its year-to-date performance of almost 24% up. However, against the trailing year, BYND fell an alarming 70%. Financially, circumstances don’t look appealing for Beyond Meat. Most notably, its Altman Z-Score of 0.59 below zero indicates a highly distressed enterprise. Also, its revenue growth fell 2.2% below breakeven. As for profitability, forget about it. Whether you’re talking gross, operating or net margins, each one of these metrics pings below zero. I’m sorry but from practically every objective fiscal measure, BYND represents one of the stocks to sell.Lastly, analysts peg BYND as a moderate sell. Their average price target sits at $11.50, implying nearly 25% downside risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189043792728184,"gmtCreate":1687178790659,"gmtModify":1687178794208,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189043792728184","repostId":"2344872784","repostType":4,"repost":{"id":"2344872784","pubTimestamp":1687187431,"share":"https://www.laohu8.com/m/news/2344872784?lang=&edition=full","pubTime":"2023-06-19 23:10","market":"us","language":"en","title":"Want to Get Richer? 5 Top Stocks to Buy Now and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2344872784","media":"Motley Fool","summary":"The tech sector is packed with long-term compounders.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>AI, semiconductors, and electric vehicles should be major growth stories over the next decade.</p></li><li><p>Apple, Nvidia, Tesla, Broadcom, and Taiwan Semiconductor could benefit substantially.</p></li><li><p>Buying and holding these five names could pay investors handsomely over time.</p></li></ul><p>Technology can be a challenging industry to invest in over the long term because of the constant innovation that threatens market leaders. However, it&#39;s not impossible. I&#39;ve searched far and wide to identify a basket of dominant tech leaders that are best at what they do and aren&#39;t likely to give way to competition anytime soon.</p><p>The companies below are primarily established at this point but still offer potentially solid investment returns over the coming decades due to tailwinds still in their early stages. If you&#39;re willing to let elite industry leaders do the heavy lifting in your portfolio, consider looking into these five technology stocks.</p><h2>1. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><p>Artificial intelligence (AI) stocks are all the rage today, and none have gotten more recognition than <strong>Nvidia</strong> (NVDA). The semiconductor company built a business on gaming graphics processing units (GPUs) but has taken market share across industries that require dedicated GPUs for high-performance computing needs. That includes AI applications, where analysts estimate Nvidia commands an 80% to 95% market share.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c27fe9230975c7eb8975cae4958832a\" alt=\"NVDA Revenue (TTM) data by YCharts.\" title=\"NVDA Revenue (TTM) data by YCharts.\" tg-width=\"720\" tg-height=\"449\"/><span>NVDA Revenue (TTM) data by YCharts.</span></p><p>That&#39;s an ample opportunity, considering the global AI industry could be worth trillions over time. While the stock has run a staggering 195% since January, it still trades at a forward price-to-earnings ratio of 55, on par with last summer, despite a much better earnings growth outlook moving forward. Investors holding for years, not months, should see the company grow into its valuation and beyond over the next decade.</p><h2>2. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h2><p>Everyone knows consumer electronics giant <strong>Apple</strong> (AAPL) for its iPhone, but the recent unveiling of its Vision Pro put the company on this list. The augmented/virtual reality headset means a brand-new product category for the company, which has traditionally scaled many products (iPhone, Apple Watch, AirPods) to become multibillion-dollar businesses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e89547e33de7a3fc17ca4c3bfbc85ed9\" tg-width=\"720\" tg-height=\"449\"/></p><p>AAPL Revenue (TTM) data by YCharts.</p><p>But for now, the iPhone still dominates Apple&#39;s business. The company generates nearly $100 billion in annual free cash flow, which Apple can use on dividends and share repurchases. The iPhone has replaced countless daily tools and devices, and people spend hours on their phones daily. Until that changes, investors can buy Apple and sleep well at night.</p><h2>3. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a></h2><p>Electric vehicle (EV) company <strong>Tesla</strong> (TSLA) has turned the automotive industry on its head, pioneering EVs and establishing electric technology as the future of transportation. Despite Tesla growing to nearly $800 billion in value, the company&#39;s story is far from finished. EVs still represent a <em>low-single-digit percentage</em> of the world&#39;s active vehicles. Even if competition dilutes Tesla&#39;s market share over the years, the pie is still poised to multiply in size, which should give Tesla a green field of growth moving forward.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91f6e3350dbc9e22bbf2670e743b9d7e\" tg-width=\"720\" tg-height=\"449\"/></p><p>TSLA Revenue (TTM) data by YCharts.</p><p>This goes beyond Tesla&#39;s current products like the Model 3 and Model Y. Tesla has several short-term products such as the Cybertruck, Tesla Semi, and autonomous driving ramping up, as well as a long-term pipeline with new technologies like AI and Tesla Bot. With so many irons in the fire, just a few successes can take Tesla and its shareholders&#39; portfolios to new heights.</p><h2>4. <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor</a></h2><p>If semiconductor chips are the building blocks of technology, <strong>Taiwan Semiconductor</strong> (TSM) is the pick-and-shovel investment for the technology sector. The company is the world&#39;s leading semiconductor manufacturer, responsible for building chips for many of the world&#39;s biggest semiconductor names, including Nvidia. Taiwan Semiconductor builds nearly 60% of the world&#39;s semiconductor chip supply!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54d0f8964e8b1e527bcd2cf4909bed01\" alt=\"TSM Revenue (TTM) data by YCharts.\" title=\"TSM Revenue (TTM) data by YCharts.\" tg-width=\"720\" tg-height=\"449\"/><span>TSM Revenue (TTM) data by YCharts.</span></p><p>With such massive manufacturing capacity, the company can build chips better and for less money than most of its competitors. Plus, the world&#39;s appetite for semiconductors should only grow over the next decade and beyond. The global semiconductor market is worth approximately $600 billion. It could grow beyond $1 trillion by the decade&#39;s end, which could spell years of growth ahead for the world&#39;s leading chipmaker.</p><h2>5. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a></h2><p>Connectivity in personal devices, data centers, and industry has grown tremendously over the past decade, which has propelled Broadcom&#39;s (AVGO) business to new heights. The semiconductor and enterprise software company specializes in networking, connected devices, and just about anything that sends or receives data. That could continue as autonomous vehicles, 5G, and the Internet of Things potentially bring new market opportunities over the coming years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/531c6dba1bca6b15c87c41d9822874ff\" alt=\"AVGO Revenue (TTM) data by YCharts\" title=\"AVGO Revenue (TTM) data by YCharts\" tg-width=\"720\" tg-height=\"449\"/><span>AVGO Revenue (TTM) data by YCharts</span></p><p>Additionally, Broadcom is investing aggressively in building an enterprise software business to diversify away from relying on its chip businesses. The company has a pending $61 billion acquisition of cloud services company <strong>VMware</strong>, which will expand its existing suite of enterprise software products. Broadcom&#39;s products are on the right side of a long-term trend of securely moving information worldwide, so the future looks bright for the stock too.</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>Want to Get Richer? 5 Top Stocks to Buy Now and Hold Forever</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\">\nWant to Get Richer? 5 Top Stocks to Buy Now and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-19 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/06/18/want-to-get-richer-5-top-stocks-to-buy-and-hold/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAI, semiconductors, and electric vehicles should be major growth stories over the next decade.Apple, Nvidia, Tesla, Broadcom, and Taiwan Semiconductor could benefit substantially.Buying and ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/18/want-to-get-richer-5-top-stocks-to-buy-and-hold/\">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","TSM":"台积电","AVGO":"博通","NVDA":"英伟达","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/06/18/want-to-get-richer-5-top-stocks-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2344872784","content_text":"KEY POINTSAI, semiconductors, and electric vehicles should be major growth stories over the next decade.Apple, Nvidia, Tesla, Broadcom, and Taiwan Semiconductor could benefit substantially.Buying and holding these five names could pay investors handsomely over time.Technology can be a challenging industry to invest in over the long term because of the constant innovation that threatens market leaders. However, it's not impossible. I've searched far and wide to identify a basket of dominant tech leaders that are best at what they do and aren't likely to give way to competition anytime soon.The companies below are primarily established at this point but still offer potentially solid investment returns over the coming decades due to tailwinds still in their early stages. If you're willing to let elite industry leaders do the heavy lifting in your portfolio, consider looking into these five technology stocks.1. NvidiaArtificial intelligence (AI) stocks are all the rage today, and none have gotten more recognition than Nvidia (NVDA). The semiconductor company built a business on gaming graphics processing units (GPUs) but has taken market share across industries that require dedicated GPUs for high-performance computing needs. That includes AI applications, where analysts estimate Nvidia commands an 80% to 95% market share.NVDA Revenue (TTM) data by YCharts.That's an ample opportunity, considering the global AI industry could be worth trillions over time. While the stock has run a staggering 195% since January, it still trades at a forward price-to-earnings ratio of 55, on par with last summer, despite a much better earnings growth outlook moving forward. Investors holding for years, not months, should see the company grow into its valuation and beyond over the next decade.2. AppleEveryone knows consumer electronics giant Apple (AAPL) for its iPhone, but the recent unveiling of its Vision Pro put the company on this list. The augmented/virtual reality headset means a brand-new product category for the company, which has traditionally scaled many products (iPhone, Apple Watch, AirPods) to become multibillion-dollar businesses.AAPL Revenue (TTM) data by YCharts.But for now, the iPhone still dominates Apple's business. The company generates nearly $100 billion in annual free cash flow, which Apple can use on dividends and share repurchases. The iPhone has replaced countless daily tools and devices, and people spend hours on their phones daily. Until that changes, investors can buy Apple and sleep well at night.3. TeslaElectric vehicle (EV) company Tesla (TSLA) has turned the automotive industry on its head, pioneering EVs and establishing electric technology as the future of transportation. Despite Tesla growing to nearly $800 billion in value, the company's story is far from finished. EVs still represent a low-single-digit percentage of the world's active vehicles. Even if competition dilutes Tesla's market share over the years, the pie is still poised to multiply in size, which should give Tesla a green field of growth moving forward.TSLA Revenue (TTM) data by YCharts.This goes beyond Tesla's current products like the Model 3 and Model Y. Tesla has several short-term products such as the Cybertruck, Tesla Semi, and autonomous driving ramping up, as well as a long-term pipeline with new technologies like AI and Tesla Bot. With so many irons in the fire, just a few successes can take Tesla and its shareholders' portfolios to new heights.4. Taiwan SemiconductorIf semiconductor chips are the building blocks of technology, Taiwan Semiconductor (TSM) is the pick-and-shovel investment for the technology sector. The company is the world's leading semiconductor manufacturer, responsible for building chips for many of the world's biggest semiconductor names, including Nvidia. Taiwan Semiconductor builds nearly 60% of the world's semiconductor chip supply!TSM Revenue (TTM) data by YCharts.With such massive manufacturing capacity, the company can build chips better and for less money than most of its competitors. Plus, the world's appetite for semiconductors should only grow over the next decade and beyond. The global semiconductor market is worth approximately $600 billion. It could grow beyond $1 trillion by the decade's end, which could spell years of growth ahead for the world's leading chipmaker.5. BroadcomConnectivity in personal devices, data centers, and industry has grown tremendously over the past decade, which has propelled Broadcom's (AVGO) business to new heights. The semiconductor and enterprise software company specializes in networking, connected devices, and just about anything that sends or receives data. That could continue as autonomous vehicles, 5G, and the Internet of Things potentially bring new market opportunities over the coming years.AVGO Revenue (TTM) data by YChartsAdditionally, Broadcom is investing aggressively in building an enterprise software business to diversify away from relying on its chip businesses. The company has a pending $61 billion acquisition of cloud services company VMware, which will expand its existing suite of enterprise software products. Broadcom's products are on the right side of a long-term trend of securely moving information worldwide, so the future looks bright for the stock too.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924683295,"gmtCreate":1672242313317,"gmtModify":1676538658753,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924683295","repostId":"1177985721","repostType":4,"repost":{"id":"1177985721","pubTimestamp":1672242021,"share":"https://www.laohu8.com/m/news/1177985721?lang=&edition=full","pubTime":"2022-12-28 23:40","market":"us","language":"en","title":"Tesla: Shares Dropping Like A Stone - Now A Bargain","url":"https://stock-news.laohu8.com/highlight/detail?id=1177985721","media":"Seeking Alpha","summary":"SummaryTesla stock is dropping like a stone and now down by approximately 70% YTD.There is a lot of ","content":"<html><head></head><body><h3>Summary</h3><ul><li>Tesla stock is dropping like a stone and now down by approximately 70% YTD.</li><li>There is a lot of noise surrounding the world&#39;s leading electric car maker, including (1) Musk selling shares, (2) Musk being CEO of Twitter, and (3) macro challenges.</li><li>These concerns should prove to be temporary. And from a fundamental perspective - in relation to Tesla&#39;s long-term potential - the stock looks undervalued.</li><li>I calculate a fair implied price per share for TSLA equal to $294.19/share.</li></ul><h3>Thesis</h3><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock is dropping like a stone and now down by approximately 70% YTD. For reference, this loss of value is worse than what investors needed to suffer with <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (down about 65% YTD), and the S&amp;P 500 (SPY) has only lost about 20%.</p><p><img src=\"https://static.tigerbbs.com/8fde4b5693a019a70b9ea28b00512c6a\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/>Personally, I am confident to argue that the current sell-off provides investors with an attractive buying opportunity. To be fair, there is a lot of noise surrounding the world&#39;s leading electric car marker, including (1) Elon Musk selling shares, (2) Elon Musk being CEO of Twitter, and (3) various macroeconomic challenges. But these concerns should prove to be temporary. And from a fundamental perspective - in relation to Tesla&#39;s long-term potential - the stock clearly looks undervalued at FWD x26 EV/EBIT.</p><h3>Is It Elon Musk, Or Interest Rates?</h3><p>With some Tesla investors, the narrative is building that Tesla&#39;s sharp sell-off is strongly correlated to Elon Musk&#39;s takeover of Twitter. Ross Gerber for example, a notable Tesla bull, has implied that Elon Musk&#39;s behavior/ actions have erased $600 billion in market capitalization. But Musk quickly defended himself with the argument that the sell-off has been caused by higher interest rates.</p><p><img src=\"https://static.tigerbbs.com/c7c1869f3ca5aa92bb963e223f8f0dbe\" tg-width=\"640\" tg-height=\"488\" referrerpolicy=\"no-referrer\"/>Let us look these two positions with a little bit more context.</p><h3>Elon Musk Shifting Focus Away From Tesla</h3><p>A key argument why some investors believe that Tesla shares are falling is anchored on the simple observation that Tesla shares have lost approximately 40% since the Twitter deal closed on 27th October, while the S&amp;P 500 (SPY) is down by only 2%.</p><p>Some investors are clearly concerned that with the Twitter acquisition, Elon Musk will lose focus on his role as Tesla&#39;s CEO - now being Chief Executive Officer of Tesla, SpaceX, Twitter, The Boring Company and Neuralink.</p><p>Moreover, there has been some evidence that Elon Musk is shifting additional resources away from Tesla, not only his own time and energy. In late October, Musk invited about 50 Tesla engineers to the Twitter headquarters, asking their support in improving various algorithms on the social media platform. However, Musk argued that the commitment was non-material to Tesla&#39;s business operations: (emphasis added)</p><blockquote>This was an after hours — just if you’re interested in evaluating, helping me evaluate Twitter engineering ... that’d be nice. I think it lasted for a few days and it was over.</blockquote><p>In any case, Elon Musk has by now said that he will step down as Twitter&#39;s CEO, as soon as a suitable successor is found.</p><h3>Elon Musk Selling Shares</h3><p>Enormous blocks of share sales is another observation linked to Musk&#39;s acquisition of Twitter. Since the Twitter deal has been announced, Musk has sold nearly $23 billion worth of stock, despite his promise in April that he won&#39;t. Of course, selling $23 billion of equity in a bear market adds strong downward pressure to prices, and the action certainly pressures both investor confidence as well as sentiment.</p><p>Now once again Elon Musk has promised to not sell any shares - until at least 12 months. But will investors trust this promise?</p><blockquote>I won’t sell stock until, I don’t know, probably two years from now. Definitely not next year under any circumstances and probably not the year thereafter</blockquote><h3>Interest Rates</h3><p>Meanwhile, Elon Musk argued that Tesla &#39;is executing better than ever&#39;, and the reason for the stock&#39;s sell-off is due to higher interest rates. While the interest rate argument might be true to some extent, looking at the basic DCF formula...</p><p><img src=\"https://static.tigerbbs.com/2a63228358f96949ea5eab01cfd2f807\" tg-width=\"1024\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/>... investors should consider that since the Twitter deal closed, the Fed raised the funds rate by only 50 basis points. However you structure the DCF formula, it is hard to mathematically (and reasonably) prove a $600 billion loss of value due to only 0.5% higher interest rates.</p><p></p><p>Moreover, while Tesla&#39;s share price might indeed be more sensible to higher interest rates than the S&amp;P 500 (Tesla is a long duration growth asset), the performance discrepancy of Tesla and the S&amp;P 500 for the past few months is simply too excessive to be explained by interest rates.</p><h3>Macroeconomic Challenges</h3><p>The real reason why Tesla shares are slipping might simply be the uncertainty and fundamental pressure related to macroeconomic challenges. Elon Musk has already voiced concerns that the economy might fall into a recession in 2023 and Tesla car sales might suffer accordingly.</p><p>I think we are in a recession, and I think 2023 is going to be quite a serious recession ...</p><p>... It’s going to be, in my opinion, comparable to 2009. I don’t know if it’s going to be a little worse or a little better, but I think it’s, in my view, likely to be comparable. That means demand for any kind of optional, discretionary item, especially if it’s a big-ticket item, will be lower.</p><p>Notably, Tesla shares fell as much as 10% after the car maker announced price discounts of $7,500 to US consumers - an announcement that clearly hints on demand concerns. The thesis of demand concerns is supported by Tesla.com website traffic data from Semrush, which highlights that interest for cars could be falling off a cliff.</p><h3><img src=\"https://static.tigerbbs.com/9bb5f6a810d444856a2b1e1c7233ba7f\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/>Valuation</h3><p>Valuing Tesla, I continue to believe Tesla could sell an estimated 10 million cars per year by 2030 and achieve an average sales price per car of $65,000. Furthermore, I continue to assume:</p><blockquote>a net-profit margin of 15.5%, which is only slightly above Tesla&#39;s 2022 net profit margin and in my opinion a very reasonable assumption if one consider increased economies of scale. (Note that I expect sales volume to almost 10x).</blockquote><blockquote>In addition, I argue that for every dollar that Tesla generates selling cars, the company will be able to sell 20 cents of software solutions and insurance (for reference, Apple generates about 30 cents worth of services for every dollar of hardware sales). For Tesla&#39;s software business, I argue 35% net-profit margin is reasonable -- in line with margins of leading tech/internet companies.</blockquote><p>However, I slightly increase my cost of equity estimate - to 11% as compared to 10% prior. The rationale behind this increase is that Tesla&#39;s value is anchored on the future, and betting on the future remains speculative. It is thus, in my opinion, only reasonable to demand an attractive reward for such a speculation.</p><p>Based on the above variables, I calculate a fair implied price per share for TSLA equal to $294.19/share.</p><h3><img src=\"https://static.tigerbbs.com/2dfe9835e449e0a31e6e5df9e8b1e608\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/>Risks and Headwinds</h3><p>As I see it, there has been no major risk update since I initiated coverage on Tesla stock, except for those discussed in previous sections. Thus, I would like to highlight what I have written before:</p><blockquote>Although Tesla has proven to be more resilient than what investors thought, both in relation to a challenging macro-economy and fading risk-sentiment, I believe the major risk for Tesla stock remains that a worsening macroeconomic backdrop will pressure investors risk-sentiment to such a degree that Tesla stock&#39;s growth multiples compress. Or in other words, investors should acknowledge that much of Tesla&#39;s share price performance remains driven by general sentiment towards stocks (Tesla&#39;s beta vs the S&amp;P 500 (SPX) is about 1.7). Accordingly, investors should be prepared to stomach volatility, even though Tesla&#39;s fundamental outlook remains unchanged.</blockquote><blockquote>Personally, I do not believe that increasing competition in the race for electrification will influence the demand for Tesla -- like &#34;other&#34; smart phone makers do not influence the demand for iPhones. The increased competition could, however, exacerbate Tesla&#39;s supply challenges, as more competition chases for a limited supply of raw materials and key manufacturing components.</blockquote><h3>Investor Takeaway</h3><p>I have never thought I would say this, but Tesla stock now appears to be trading in bargain territory. Personally, I would argue that the headwinds presented in the prior sections of this article could be classified as temporary, or noise. Long-term, Tesla remains the leading EV maker, with a strong brand and the world&#39;s most extensive network of EV charging stations.</p><p>Personally, I calculate that TSLA stock should be fairly valued at about $294.19/share (which indicates almost 150% upside). Buy.</p></body></html>","source":"seekingalpha_fund","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>Tesla: Shares Dropping Like A Stone - Now A Bargain</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\">\nTesla: Shares Dropping Like A Stone - Now A Bargain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-28 23:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4566641-tesla-shares-dropping-now-bargain-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla stock is dropping like a stone and now down by approximately 70% YTD.There is a lot of noise surrounding the world's leading electric car maker, including (1) Musk selling shares, (2) ...</p>\n\n<a href=\"https://seekingalpha.com/article/4566641-tesla-shares-dropping-now-bargain-buy\">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://seekingalpha.com/article/4566641-tesla-shares-dropping-now-bargain-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177985721","content_text":"SummaryTesla stock is dropping like a stone and now down by approximately 70% YTD.There is a lot of noise surrounding the world's leading electric car maker, including (1) Musk selling shares, (2) Musk being CEO of Twitter, and (3) macro challenges.These concerns should prove to be temporary. And from a fundamental perspective - in relation to Tesla's long-term potential - the stock looks undervalued.I calculate a fair implied price per share for TSLA equal to $294.19/share.ThesisTesla stock is dropping like a stone and now down by approximately 70% YTD. For reference, this loss of value is worse than what investors needed to suffer with Meta Platforms (down about 65% YTD), and the S&P 500 (SPY) has only lost about 20%.Personally, I am confident to argue that the current sell-off provides investors with an attractive buying opportunity. To be fair, there is a lot of noise surrounding the world's leading electric car marker, including (1) Elon Musk selling shares, (2) Elon Musk being CEO of Twitter, and (3) various macroeconomic challenges. But these concerns should prove to be temporary. And from a fundamental perspective - in relation to Tesla's long-term potential - the stock clearly looks undervalued at FWD x26 EV/EBIT.Is It Elon Musk, Or Interest Rates?With some Tesla investors, the narrative is building that Tesla's sharp sell-off is strongly correlated to Elon Musk's takeover of Twitter. Ross Gerber for example, a notable Tesla bull, has implied that Elon Musk's behavior/ actions have erased $600 billion in market capitalization. But Musk quickly defended himself with the argument that the sell-off has been caused by higher interest rates.Let us look these two positions with a little bit more context.Elon Musk Shifting Focus Away From TeslaA key argument why some investors believe that Tesla shares are falling is anchored on the simple observation that Tesla shares have lost approximately 40% since the Twitter deal closed on 27th October, while the S&P 500 (SPY) is down by only 2%.Some investors are clearly concerned that with the Twitter acquisition, Elon Musk will lose focus on his role as Tesla's CEO - now being Chief Executive Officer of Tesla, SpaceX, Twitter, The Boring Company and Neuralink.Moreover, there has been some evidence that Elon Musk is shifting additional resources away from Tesla, not only his own time and energy. In late October, Musk invited about 50 Tesla engineers to the Twitter headquarters, asking their support in improving various algorithms on the social media platform. However, Musk argued that the commitment was non-material to Tesla's business operations: (emphasis added)This was an after hours — just if you’re interested in evaluating, helping me evaluate Twitter engineering ... that’d be nice. I think it lasted for a few days and it was over.In any case, Elon Musk has by now said that he will step down as Twitter's CEO, as soon as a suitable successor is found.Elon Musk Selling SharesEnormous blocks of share sales is another observation linked to Musk's acquisition of Twitter. Since the Twitter deal has been announced, Musk has sold nearly $23 billion worth of stock, despite his promise in April that he won't. Of course, selling $23 billion of equity in a bear market adds strong downward pressure to prices, and the action certainly pressures both investor confidence as well as sentiment.Now once again Elon Musk has promised to not sell any shares - until at least 12 months. But will investors trust this promise?I won’t sell stock until, I don’t know, probably two years from now. Definitely not next year under any circumstances and probably not the year thereafterInterest RatesMeanwhile, Elon Musk argued that Tesla 'is executing better than ever', and the reason for the stock's sell-off is due to higher interest rates. While the interest rate argument might be true to some extent, looking at the basic DCF formula...... investors should consider that since the Twitter deal closed, the Fed raised the funds rate by only 50 basis points. However you structure the DCF formula, it is hard to mathematically (and reasonably) prove a $600 billion loss of value due to only 0.5% higher interest rates.Moreover, while Tesla's share price might indeed be more sensible to higher interest rates than the S&P 500 (Tesla is a long duration growth asset), the performance discrepancy of Tesla and the S&P 500 for the past few months is simply too excessive to be explained by interest rates.Macroeconomic ChallengesThe real reason why Tesla shares are slipping might simply be the uncertainty and fundamental pressure related to macroeconomic challenges. Elon Musk has already voiced concerns that the economy might fall into a recession in 2023 and Tesla car sales might suffer accordingly.I think we are in a recession, and I think 2023 is going to be quite a serious recession ...... It’s going to be, in my opinion, comparable to 2009. I don’t know if it’s going to be a little worse or a little better, but I think it’s, in my view, likely to be comparable. That means demand for any kind of optional, discretionary item, especially if it’s a big-ticket item, will be lower.Notably, Tesla shares fell as much as 10% after the car maker announced price discounts of $7,500 to US consumers - an announcement that clearly hints on demand concerns. The thesis of demand concerns is supported by Tesla.com website traffic data from Semrush, which highlights that interest for cars could be falling off a cliff.ValuationValuing Tesla, I continue to believe Tesla could sell an estimated 10 million cars per year by 2030 and achieve an average sales price per car of $65,000. Furthermore, I continue to assume:a net-profit margin of 15.5%, which is only slightly above Tesla's 2022 net profit margin and in my opinion a very reasonable assumption if one consider increased economies of scale. (Note that I expect sales volume to almost 10x).In addition, I argue that for every dollar that Tesla generates selling cars, the company will be able to sell 20 cents of software solutions and insurance (for reference, Apple generates about 30 cents worth of services for every dollar of hardware sales). For Tesla's software business, I argue 35% net-profit margin is reasonable -- in line with margins of leading tech/internet companies.However, I slightly increase my cost of equity estimate - to 11% as compared to 10% prior. The rationale behind this increase is that Tesla's value is anchored on the future, and betting on the future remains speculative. It is thus, in my opinion, only reasonable to demand an attractive reward for such a speculation.Based on the above variables, I calculate a fair implied price per share for TSLA equal to $294.19/share.Risks and HeadwindsAs I see it, there has been no major risk update since I initiated coverage on Tesla stock, except for those discussed in previous sections. Thus, I would like to highlight what I have written before:Although Tesla has proven to be more resilient than what investors thought, both in relation to a challenging macro-economy and fading risk-sentiment, I believe the major risk for Tesla stock remains that a worsening macroeconomic backdrop will pressure investors risk-sentiment to such a degree that Tesla stock's growth multiples compress. Or in other words, investors should acknowledge that much of Tesla's share price performance remains driven by general sentiment towards stocks (Tesla's beta vs the S&P 500 (SPX) is about 1.7). Accordingly, investors should be prepared to stomach volatility, even though Tesla's fundamental outlook remains unchanged.Personally, I do not believe that increasing competition in the race for electrification will influence the demand for Tesla -- like \"other\" smart phone makers do not influence the demand for iPhones. The increased competition could, however, exacerbate Tesla's supply challenges, as more competition chases for a limited supply of raw materials and key manufacturing components.Investor TakeawayI have never thought I would say this, but Tesla stock now appears to be trading in bargain territory. Personally, I would argue that the headwinds presented in the prior sections of this article could be classified as temporary, or noise. Long-term, Tesla remains the leading EV maker, with a strong brand and the world's most extensive network of EV charging stations.Personally, I calculate that TSLA stock should be fairly valued at about $294.19/share (which indicates almost 150% upside). Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949042706,"gmtCreate":1678265352105,"gmtModify":1678265356230,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949042706","repostId":"2317493336","repostType":2,"repost":{"id":"2317493336","pubTimestamp":1678289478,"share":"https://www.laohu8.com/m/news/2317493336?lang=&edition=full","pubTime":"2023-03-08 23:31","market":"us","language":"en","title":"Want $1 Million in Retirement? Invest $200,000 in These 2 Stocks in 2023 and Wait at Least a Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2317493336","media":"Motley Fool","summary":"No one can predict the future, but a long-term investment in a diverse collection of wonderful businesses can build a market-beating portfolio with time.","content":"<html><head></head><body><p>Even if your retirement is still many years in the future, the steps you take now to build your portfolio could have a significant impact on the returns you enjoy in your later years. Building a retirement portfolio worth $1 million or more doesn&#39;t happen overnight. It takes time, patience, diversification, rebalancing, and a consistent pattern of investing in great companies in both up and down markets and holding on to them for many years to accumulate those kinds of returns.</p><p>That said, if you&#39;re looking for explosive businesses to add to your portfolio right now, here are two supercharged stocks with superior growth potential that could foreseeably multiply $200,000 by five times or more in the next decade and beyond.</p><h2>1. Upstart</h2><p><b>Upstart</b> is dealing with a perfect storm in terms of the confluence of challenges it is up against in the current market. Driven by artificial intelligence (AI), the platform acts as a loan marketplace. It uses its proprietary model, which factors in over 1,000 data points (and not just the traditional FICO score), to determine whether to approve various types of consumer loans. Upstart partners with lending institutions nationwide, deriving most of its revenue from fees for the loans it services. So the more loan volume Upstart processes, the more money it makes.</p><p>In the current environment, however, the typical process by which Upstart operates its business has faced interruptions. For one, fewer people are applying for loans right now, particularly with interest rates being so high. And because interest rates are so high, the cost that Upstart&#39;s institutional partners -- who, in the past, have bought the lion&#39;s share of all loans processed through the platform -- incur to fund these loans has led many to reduce or pause originations altogether. Upstart&#39;s model, which continues to learn and attune to the economic environment at hand, is also approving fewer loans.</p><p>So with loan volume depressed and Upstart being forced to carry far more loans on its balance sheet than usual, revenue has dropped, the company is currently unprofitable, and it&#39;s had to aggressively scale back costs, including in the form of layoffs.</p><p>While this is a tough moment for Upstart and its investors, I think it&#39;s far too soon to say all is lost. Case in point: Even though lending volume dropped 14% in 2022 compared to 2021, Upstart&#39;s contribution profit actually rose by almost the same amount (13%) from the prior year. Moreover, the underlying technology behind Upstart&#39;s platform -- which remains its greatest competitive advantage -- is continuing to prove its efficacy, with management noting that its model accuracy improved more in the seven months leading up to the end of 2022 than in the entire 30 months before that.</p><p>Even now, with institutions scaling back loan originations, more lending partners are continuing to jump on the Upstart bandwagon, its cohort of bank and credit union partners skyrocketing 120% in the 12-month period alone. With a growing network of lending partners and Upstart&#39;s platform rapidly learning and calibrating to the current environment, this could lay the groundwork for a robust recovery in conditions where the risk of default and interest rates are lower.</p><p>For risk-tolerant investors with cash to put to work right now, Upstart&#39;s current discounted price could present a timely opportunity to buy shares of a highly promising business in the early stages of growth while it&#39;s still beaten down.</p><h2>2. Intuitive Surgical</h2><p><b>Intuitive Surgical</b> has dominated the surgical robotics industry for over two decades now, ever since the approval of its flagship system, the da Vinci surgical suite. The system is used in a wide range of minimally invasive surgical procedures. The company also now sells another surgical system, called the Ion, used in lung biopsies.</p><p>The adoption of surgical robotic systems within the medical community continues to increase, and it&#39;s estimated that this industry will surpass a valuation of nearly $20 billion by the year 2030. Meanwhile, as of 2021, Intuitive Surgical controlled about 80% of this global industry. Although the company is not without competition, no competitor has even come close to snagging this level of market share.</p><p>Beyond the company&#39;s first-mover advantage in its industry, however, the way in which Intuitive Surgical&#39;s business is designed has enabled the company to grow revenue and profits in a wide range of business and economic environments. Beyond the initial sales of its surgical systems, the company makes recurring revenue from services such as medical provider training on how to use its products, customer support, and replacement tools and instruments that accompany its systems.</p><p>Over the past 10 years, Intuitive Surgical has witnessed its revenue and earnings grow by respective clips of 175% and 97%. During that same time, the company improved its cash from operations by 70%.</p><p>And investors who stayed with the stock that entire time have benefited from a total return of over 300%. Intuitive Surgical has dealt with a slowdown in procedure volume in recent quarters as COVID-19 resurgences in key markets resulted in surgery delays and cancellations. However, the company is still profitable, revenue is growing steadily, and its installed base of systems continues to grow.</p><p>The company had 7,544 systems installed worldwide at the end of 2022, up 35% compared to the end of 2019. The healthcare stock has plenty of room left to run as procedure volumes normalize and adoption of its products continues to grow, both factors that could induce long-term investors to consider a position in this resilient healthcare business.</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>Want $1 Million in Retirement? Invest $200,000 in These 2 Stocks in 2023 and Wait at Least a Decade</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\">\nWant $1 Million in Retirement? Invest $200,000 in These 2 Stocks in 2023 and Wait at Least a Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-08 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/07/want-1-million-in-retirement-invest-200000-in-thes/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even if your retirement is still many years in the future, the steps you take now to build your portfolio could have a significant impact on the returns you enjoy in your later years. Building a ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/07/want-1-million-in-retirement-invest-200000-in-thes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc.","ISRG":"直觉外科公司"},"source_url":"https://www.fool.com/investing/2023/03/07/want-1-million-in-retirement-invest-200000-in-thes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317493336","content_text":"Even if your retirement is still many years in the future, the steps you take now to build your portfolio could have a significant impact on the returns you enjoy in your later years. Building a retirement portfolio worth $1 million or more doesn't happen overnight. It takes time, patience, diversification, rebalancing, and a consistent pattern of investing in great companies in both up and down markets and holding on to them for many years to accumulate those kinds of returns.That said, if you're looking for explosive businesses to add to your portfolio right now, here are two supercharged stocks with superior growth potential that could foreseeably multiply $200,000 by five times or more in the next decade and beyond.1. UpstartUpstart is dealing with a perfect storm in terms of the confluence of challenges it is up against in the current market. Driven by artificial intelligence (AI), the platform acts as a loan marketplace. It uses its proprietary model, which factors in over 1,000 data points (and not just the traditional FICO score), to determine whether to approve various types of consumer loans. Upstart partners with lending institutions nationwide, deriving most of its revenue from fees for the loans it services. So the more loan volume Upstart processes, the more money it makes.In the current environment, however, the typical process by which Upstart operates its business has faced interruptions. For one, fewer people are applying for loans right now, particularly with interest rates being so high. And because interest rates are so high, the cost that Upstart's institutional partners -- who, in the past, have bought the lion's share of all loans processed through the platform -- incur to fund these loans has led many to reduce or pause originations altogether. Upstart's model, which continues to learn and attune to the economic environment at hand, is also approving fewer loans.So with loan volume depressed and Upstart being forced to carry far more loans on its balance sheet than usual, revenue has dropped, the company is currently unprofitable, and it's had to aggressively scale back costs, including in the form of layoffs.While this is a tough moment for Upstart and its investors, I think it's far too soon to say all is lost. Case in point: Even though lending volume dropped 14% in 2022 compared to 2021, Upstart's contribution profit actually rose by almost the same amount (13%) from the prior year. Moreover, the underlying technology behind Upstart's platform -- which remains its greatest competitive advantage -- is continuing to prove its efficacy, with management noting that its model accuracy improved more in the seven months leading up to the end of 2022 than in the entire 30 months before that.Even now, with institutions scaling back loan originations, more lending partners are continuing to jump on the Upstart bandwagon, its cohort of bank and credit union partners skyrocketing 120% in the 12-month period alone. With a growing network of lending partners and Upstart's platform rapidly learning and calibrating to the current environment, this could lay the groundwork for a robust recovery in conditions where the risk of default and interest rates are lower.For risk-tolerant investors with cash to put to work right now, Upstart's current discounted price could present a timely opportunity to buy shares of a highly promising business in the early stages of growth while it's still beaten down.2. Intuitive SurgicalIntuitive Surgical has dominated the surgical robotics industry for over two decades now, ever since the approval of its flagship system, the da Vinci surgical suite. The system is used in a wide range of minimally invasive surgical procedures. The company also now sells another surgical system, called the Ion, used in lung biopsies.The adoption of surgical robotic systems within the medical community continues to increase, and it's estimated that this industry will surpass a valuation of nearly $20 billion by the year 2030. Meanwhile, as of 2021, Intuitive Surgical controlled about 80% of this global industry. Although the company is not without competition, no competitor has even come close to snagging this level of market share.Beyond the company's first-mover advantage in its industry, however, the way in which Intuitive Surgical's business is designed has enabled the company to grow revenue and profits in a wide range of business and economic environments. Beyond the initial sales of its surgical systems, the company makes recurring revenue from services such as medical provider training on how to use its products, customer support, and replacement tools and instruments that accompany its systems.Over the past 10 years, Intuitive Surgical has witnessed its revenue and earnings grow by respective clips of 175% and 97%. During that same time, the company improved its cash from operations by 70%.And investors who stayed with the stock that entire time have benefited from a total return of over 300%. Intuitive Surgical has dealt with a slowdown in procedure volume in recent quarters as COVID-19 resurgences in key markets resulted in surgery delays and cancellations. However, the company is still profitable, revenue is growing steadily, and its installed base of systems continues to grow.The company had 7,544 systems installed worldwide at the end of 2022, up 35% compared to the end of 2019. The healthcare stock has plenty of room left to run as procedure volumes normalize and adoption of its products continues to grow, both factors that could induce long-term investors to consider a position in this resilient healthcare business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924261877,"gmtCreate":1672270794099,"gmtModify":1676538662322,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924261877","repostId":"2295953078","repostType":4,"repost":{"id":"2295953078","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":1672268757,"share":"https://www.laohu8.com/m/news/2295953078?lang=&edition=full","pubTime":"2022-12-29 07:05","market":"us","language":"en","title":"U.S. Stocks Drop on Recession Fears, Nasdaq Closes at New Bear Market Low","url":"https://stock-news.laohu8.com/highlight/detail?id=2295953078","media":"Reuters","summary":"Tesla gains 3.3% in choppy tradeSouthwest Airlines slips 5.2% on government scrutinyIndexes down: Dow 1.1%, S&P 500 1.20%, Nasdaq 1.35%Dec 28 (Reuters) - Wall Street's main indexes ended weaker on Wed","content":"<html><head></head><body><ul><li>Tesla gains 3.3% in choppy trade</li><li>Southwest Airlines slips 5.2% on government scrutiny</li><li>Indexes down: Dow 1.1%, S&amp;P 500 1.20%, Nasdaq 1.35%</li></ul><p><img src=\"https://static.tigerbbs.com/d571dba409ae27a03bc581f899fdc4e0\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Dec 28 (Reuters) - Wall Street&#39;s main indexes ended weaker on Wednesday, with the Nasdaq hitting a 2022 closing low, as investors grappled with mixed economic data, rising COVID cases in China, and geopolitical tensions heading into 2023.</p><p>The Nasdaq Composite    ended at 10,213.288, the lowest since the bear market began in November 2021 after the index hit a record high. The last time the Nasdaq ended lower was in July 2020. Its previous closing low for 2022 was 10,321.388 on Oct. 14.</p><p>&#34;There was no Santa rally this year. The Grinch showed up this December for investors,&#34; said Greg Bassuk, chief executive at AXS Investments in Port Chester, New York.</p><p>December is typically a strong month for equities, with a rally in the week after Christmas. The S&amp;P 500 index    has posted only 18 Decembers with losses since 1950, Truist Advisory Services data show.</p><p>&#34;Normally a Santa Claus Rally is sparked by hopes of factors that will drive economic and market growth,&#34; Bassuk said. &#34;The negative and mixed economic data, greater concerns around COVID reemergence and ongoing geopolitical tensions and ... all of that also translating Fed policy is all impeding Santa (from) showing up at the end of this year.&#34;</p><p>All 11 of the S&amp;P 500    sector indexes fell on Wednesday. Energy stocks    were the biggest losers, dipping over 2.2% as worries over demand in China weighed on oil prices.</p><p>Investors have been assessing China&#39;s move to reopen its COVID-battered economy as infections surged.</p><p>&#34;With this current combination of rising cases with an opening up of China restrictions, we&#39;re seeing that investors are concerned that the ramifications are going to spread through many different industries and sectors as it did in the earlier COVID period,&#34; Bassuk said.</p><p>The benchmark S&amp;P 500    is down 20% year-to-date, on track for its biggest annual loss since the financial crisis of 2008. The rout has been more severe for the tech-heavy Nasdaq Composite   , which closed at the lowest level since July 2020.</p><p>While recent data pointing to an easing in inflationary pressures has bolstered hopes of smaller interest rate hikes by the Federal Reserve, a tight labor market and resilient American economy have spurred worries that rates could stay higher for longer.</p><p>Markets are now pricing in 69% odds of a 25-basis point rate hike at the U.S. central bank&#39;s February meeting and see rates peaking at 4.94% in the first half of next year.   .</p><p>Shares of Tesla Inc    gained 3.3% in choppy trade, a day after hitting the lowest level in more than two years. The stock is down nearly 69% for the year.</p><p>Southwest Airlines Co dropped 5.2% a day after the carrier came under fire from the U.S. government for canceling thousands of flights.</p><p>Apple Inc, Alphabet Inc and Amazon.com Inc fell between 1.5% and 3.1% as the U.S. 10-year Treasury yield    recovered from a brief fall to rise for a third straight session.</p><p>The Dow Jones Industrial Average    fell 365.85 points, or 1.1%, to 32,875.71; the S&amp;P 500    lost 46.03 points, or 1.20%, at 3,783.22; and the Nasdaq Composite    dropped 139.94 points, or 1.35%, to 10,213.29.</p><p>Declining issues outnumbered advancers on the NYSE by a 3.77-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted seven new 52-week highs and seven new lows; the Nasdaq Composite recorded 75 new highs and 421 new lows.</p><p>Volume on U.S. exchanges was 8.59 billion shares, compared with the 11.3 billion average for the full session over the last 20 trading days.</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>U.S. Stocks Drop on Recession Fears, Nasdaq Closes at New Bear Market Low</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\">\nU.S. Stocks Drop on Recession Fears, Nasdaq Closes at New Bear Market Low\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\">2022-12-29 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Tesla gains 3.3% in choppy trade</li><li>Southwest Airlines slips 5.2% on government scrutiny</li><li>Indexes down: Dow 1.1%, S&amp;P 500 1.20%, Nasdaq 1.35%</li></ul><p><img src=\"https://static.tigerbbs.com/d571dba409ae27a03bc581f899fdc4e0\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Dec 28 (Reuters) - Wall Street&#39;s main indexes ended weaker on Wednesday, with the Nasdaq hitting a 2022 closing low, as investors grappled with mixed economic data, rising COVID cases in China, and geopolitical tensions heading into 2023.</p><p>The Nasdaq Composite    ended at 10,213.288, the lowest since the bear market began in November 2021 after the index hit a record high. The last time the Nasdaq ended lower was in July 2020. Its previous closing low for 2022 was 10,321.388 on Oct. 14.</p><p>&#34;There was no Santa rally this year. The Grinch showed up this December for investors,&#34; said Greg Bassuk, chief executive at AXS Investments in Port Chester, New York.</p><p>December is typically a strong month for equities, with a rally in the week after Christmas. The S&amp;P 500 index    has posted only 18 Decembers with losses since 1950, Truist Advisory Services data show.</p><p>&#34;Normally a Santa Claus Rally is sparked by hopes of factors that will drive economic and market growth,&#34; Bassuk said. &#34;The negative and mixed economic data, greater concerns around COVID reemergence and ongoing geopolitical tensions and ... all of that also translating Fed policy is all impeding Santa (from) showing up at the end of this year.&#34;</p><p>All 11 of the S&amp;P 500    sector indexes fell on Wednesday. Energy stocks    were the biggest losers, dipping over 2.2% as worries over demand in China weighed on oil prices.</p><p>Investors have been assessing China&#39;s move to reopen its COVID-battered economy as infections surged.</p><p>&#34;With this current combination of rising cases with an opening up of China restrictions, we&#39;re seeing that investors are concerned that the ramifications are going to spread through many different industries and sectors as it did in the earlier COVID period,&#34; Bassuk said.</p><p>The benchmark S&amp;P 500    is down 20% year-to-date, on track for its biggest annual loss since the financial crisis of 2008. The rout has been more severe for the tech-heavy Nasdaq Composite   , which closed at the lowest level since July 2020.</p><p>While recent data pointing to an easing in inflationary pressures has bolstered hopes of smaller interest rate hikes by the Federal Reserve, a tight labor market and resilient American economy have spurred worries that rates could stay higher for longer.</p><p>Markets are now pricing in 69% odds of a 25-basis point rate hike at the U.S. central bank&#39;s February meeting and see rates peaking at 4.94% in the first half of next year.   .</p><p>Shares of Tesla Inc    gained 3.3% in choppy trade, a day after hitting the lowest level in more than two years. The stock is down nearly 69% for the year.</p><p>Southwest Airlines Co dropped 5.2% a day after the carrier came under fire from the U.S. government for canceling thousands of flights.</p><p>Apple Inc, Alphabet Inc and Amazon.com Inc fell between 1.5% and 3.1% as the U.S. 10-year Treasury yield    recovered from a brief fall to rise for a third straight session.</p><p>The Dow Jones Industrial Average    fell 365.85 points, or 1.1%, to 32,875.71; the S&amp;P 500    lost 46.03 points, or 1.20%, at 3,783.22; and the Nasdaq Composite    dropped 139.94 points, or 1.35%, to 10,213.29.</p><p>Declining issues outnumbered advancers on the NYSE by a 3.77-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted seven new 52-week highs and seven new lows; the Nasdaq Composite recorded 75 new highs and 421 new lows.</p><p>Volume on U.S. exchanges was 8.59 billion shares, compared with the 11.3 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CGEM":"Cullinan Therapeutics",".SPX":"S&P 500 Index","OEX":"标普100",".IXIC":"NASDAQ Composite","DOG":"道指反向ETF","UPRO":"三倍做多标普500ETF","QQQ":"纳指100ETF","SANA":"Sana Biotechnology, Inc.","TQQQ":"纳指三倍做多ETF","SSO":"两倍做多标普500ETF","LUV":"西南航空",".DJI":"道琼斯","AMZN":"亚马逊","DXD":"道指两倍做空ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295953078","content_text":"Tesla gains 3.3% in choppy tradeSouthwest Airlines slips 5.2% on government scrutinyIndexes down: Dow 1.1%, S&P 500 1.20%, Nasdaq 1.35%Dec 28 (Reuters) - Wall Street's main indexes ended weaker on Wednesday, with the Nasdaq hitting a 2022 closing low, as investors grappled with mixed economic data, rising COVID cases in China, and geopolitical tensions heading into 2023.The Nasdaq Composite    ended at 10,213.288, the lowest since the bear market began in November 2021 after the index hit a record high. The last time the Nasdaq ended lower was in July 2020. Its previous closing low for 2022 was 10,321.388 on Oct. 14.\"There was no Santa rally this year. The Grinch showed up this December for investors,\" said Greg Bassuk, chief executive at AXS Investments in Port Chester, New York.December is typically a strong month for equities, with a rally in the week after Christmas. The S&P 500 index    has posted only 18 Decembers with losses since 1950, Truist Advisory Services data show.\"Normally a Santa Claus Rally is sparked by hopes of factors that will drive economic and market growth,\" Bassuk said. \"The negative and mixed economic data, greater concerns around COVID reemergence and ongoing geopolitical tensions and ... all of that also translating Fed policy is all impeding Santa (from) showing up at the end of this year.\"All 11 of the S&P 500    sector indexes fell on Wednesday. Energy stocks    were the biggest losers, dipping over 2.2% as worries over demand in China weighed on oil prices.Investors have been assessing China's move to reopen its COVID-battered economy as infections surged.\"With this current combination of rising cases with an opening up of China restrictions, we're seeing that investors are concerned that the ramifications are going to spread through many different industries and sectors as it did in the earlier COVID period,\" Bassuk said.The benchmark S&P 500    is down 20% year-to-date, on track for its biggest annual loss since the financial crisis of 2008. The rout has been more severe for the tech-heavy Nasdaq Composite   , which closed at the lowest level since July 2020.While recent data pointing to an easing in inflationary pressures has bolstered hopes of smaller interest rate hikes by the Federal Reserve, a tight labor market and resilient American economy have spurred worries that rates could stay higher for longer.Markets are now pricing in 69% odds of a 25-basis point rate hike at the U.S. central bank's February meeting and see rates peaking at 4.94% in the first half of next year.   .Shares of Tesla Inc    gained 3.3% in choppy trade, a day after hitting the lowest level in more than two years. The stock is down nearly 69% for the year.Southwest Airlines Co dropped 5.2% a day after the carrier came under fire from the U.S. government for canceling thousands of flights.Apple Inc, Alphabet Inc and Amazon.com Inc fell between 1.5% and 3.1% as the U.S. 10-year Treasury yield    recovered from a brief fall to rise for a third straight session.The Dow Jones Industrial Average    fell 365.85 points, or 1.1%, to 32,875.71; the S&P 500    lost 46.03 points, or 1.20%, at 3,783.22; and the Nasdaq Composite    dropped 139.94 points, or 1.35%, to 10,213.29.Declining issues outnumbered advancers on the NYSE by a 3.77-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored decliners.The S&P 500 posted seven new 52-week highs and seven new lows; the Nasdaq Composite recorded 75 new highs and 421 new lows.Volume on U.S. exchanges was 8.59 billion shares, compared with the 11.3 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922698768,"gmtCreate":1671753350454,"gmtModify":1676538587014,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9922698768","repostId":"2293532788","repostType":4,"repost":{"id":"2293532788","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":1671744867,"share":"https://www.laohu8.com/m/news/2293532788?lang=&edition=full","pubTime":"2022-12-23 05:34","market":"us","language":"en","title":"US STOCKS-Wall Street Tumbles on Rate, Recession Worries, Bleak Chipmaker Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2293532788","media":"Reuters","summary":"Wall Street's major averages closed lower on Thursday with technology-heavy Nasdaq's 2% drop leading","content":"<html><head></head><body><p>Wall Street&#39;s major averages closed lower on Thursday with technology-heavy Nasdaq&#39;s 2% drop leading losses as investors worried that data showing a resilient economy would lead the U.S. Federal Reserve to keep hiking interest rates for longer than feared.</p><p>Micron Technology Inc&#39;s glum forecast added to the downbeat mood and caused the semiconductor index to sharply underperform the broader market for its biggest daily decline in over a month.</p><p>Losses in rate-sensitive growth stocks saw technology</p><p>and consumer discretionary indexes the hardest hit among the S&amp;P 500&#39;s 11 industry sectors.</p><p>The final estimate of the third-quarter U.S. gross domestic product was for 3.2% annualized growth, above the previous estimate of 2.9%.</p><p>Meanwhile, the Labor Department said filings for state unemployment benefits rose to 216,000 last week but were below economist estimates for 222,000.</p><p>And a third report showed the Conference Board&#39;s leading indicator, a gauge of future U.S. economic activity, fell for a ninth straight month in November.</p><p>&#34;We&#39;re moving past one of the big worries of 2022 which was the Federal Reserve response to high inflationary pressure to the worry about 2023, which is a recession unfolding in the United States and probably globally too,&#34; said Matt Stucky, senior portfolio manager for equities at Northwestern Mutual Wealth Management Company.</p><p>&#34;Today&#39;s data, in my mind, kind of confirmed this is the direction we&#39;re heading,&#34; said Stucky, adding that high inflation, a bad economy and tight job market should lead investors &#34;to come to grips with reality that earnings estimates are too high&#34; for 2023.</p><p>The Dow Jones Industrial Average fell 348.99 points, or 1.05%, to 33,027.49, the S&amp;P 500    lost 56.05 points, or 1.45%, to 3,822.39 and the Nasdaq Composite dropped 233.25 points, or 2.18%, to 10,476.12.</p><p>Recession fears related to the Fed&#39;s prolonged interest rate hiking cycle have weighed heavily on equities this year, with the benchmark S&amp;P 500    on track for a 19.8% annual drop, which would be its biggest since the 2008 financial crisis.</p><p>&#34;Strong economic data, especially strong labor market data, keeps the Fed&#39;s foot on the economic brake,&#34; said Liz Ann Sonders, Chief Investment Strategist at Charles Schwab who would prefer to see economic weakness hit &#34;sooner rather than later because then it gives the Fed the ability to pause.&#34;</p><p>&#34;You increase the risk of an overshoot if they continue to be aggressive because then the hit is bigger,&#34; she said.</p><p>Before it pauses, the Fed is expected to look for more weakness in the labor market and the economy in order to bring inflation down and keep it down sustainably.</p><p>The Philadelphia SE Semiconductor index closed down 4.3% after falling as much as 6% earlier in the session. Lam Research, a Micron equipment supplier, closed down 8.7% after leading the sector&#39;s declines throughout the day.</p><p>Micron itself finished down 3.4%.</p><p>Tesla Inc shares plunged 8.9% after the electric-vehicle maker doubled its discount offering on models in the United States this month, amid concerns over softening demand.</p><p>CarMax Inc sank 3.7% after the used-vehicles retailer paused share buybacks after a 86% quarterly profit plunge.</p><p>AMC Entertainment Holdings Inc shares slumped 7.4% after the world&#39;s largest cinema chain said it would raise $110 million through a preferred stock sale.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.78-to-1 ratio; on Nasdaq, a 2.04-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 23 new lows; the Nasdaq Composite recorded 79 new highs and 405 new lows.</p><p>On U.S. exchanges 10.88 billion shares changed hands, compared with the 11.24 billion average for the last 20 trading days.</p><p><img src=\"https://static.tigerbbs.com/50fd87b0c5fdd4d4b1772bd082dfb800\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Tumbles on Rate, Recession Worries, Bleak Chipmaker Outlook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Tumbles on Rate, Recession Worries, Bleak Chipmaker Outlook\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\">2022-12-23 05:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street&#39;s major averages closed lower on Thursday with technology-heavy Nasdaq&#39;s 2% drop leading losses as investors worried that data showing a resilient economy would lead the U.S. Federal Reserve to keep hiking interest rates for longer than feared.</p><p>Micron Technology Inc&#39;s glum forecast added to the downbeat mood and caused the semiconductor index to sharply underperform the broader market for its biggest daily decline in over a month.</p><p>Losses in rate-sensitive growth stocks saw technology</p><p>and consumer discretionary indexes the hardest hit among the S&amp;P 500&#39;s 11 industry sectors.</p><p>The final estimate of the third-quarter U.S. gross domestic product was for 3.2% annualized growth, above the previous estimate of 2.9%.</p><p>Meanwhile, the Labor Department said filings for state unemployment benefits rose to 216,000 last week but were below economist estimates for 222,000.</p><p>And a third report showed the Conference Board&#39;s leading indicator, a gauge of future U.S. economic activity, fell for a ninth straight month in November.</p><p>&#34;We&#39;re moving past one of the big worries of 2022 which was the Federal Reserve response to high inflationary pressure to the worry about 2023, which is a recession unfolding in the United States and probably globally too,&#34; said Matt Stucky, senior portfolio manager for equities at Northwestern Mutual Wealth Management Company.</p><p>&#34;Today&#39;s data, in my mind, kind of confirmed this is the direction we&#39;re heading,&#34; said Stucky, adding that high inflation, a bad economy and tight job market should lead investors &#34;to come to grips with reality that earnings estimates are too high&#34; for 2023.</p><p>The Dow Jones Industrial Average fell 348.99 points, or 1.05%, to 33,027.49, the S&amp;P 500    lost 56.05 points, or 1.45%, to 3,822.39 and the Nasdaq Composite dropped 233.25 points, or 2.18%, to 10,476.12.</p><p>Recession fears related to the Fed&#39;s prolonged interest rate hiking cycle have weighed heavily on equities this year, with the benchmark S&amp;P 500    on track for a 19.8% annual drop, which would be its biggest since the 2008 financial crisis.</p><p>&#34;Strong economic data, especially strong labor market data, keeps the Fed&#39;s foot on the economic brake,&#34; said Liz Ann Sonders, Chief Investment Strategist at Charles Schwab who would prefer to see economic weakness hit &#34;sooner rather than later because then it gives the Fed the ability to pause.&#34;</p><p>&#34;You increase the risk of an overshoot if they continue to be aggressive because then the hit is bigger,&#34; she said.</p><p>Before it pauses, the Fed is expected to look for more weakness in the labor market and the economy in order to bring inflation down and keep it down sustainably.</p><p>The Philadelphia SE Semiconductor index closed down 4.3% after falling as much as 6% earlier in the session. Lam Research, a Micron equipment supplier, closed down 8.7% after leading the sector&#39;s declines throughout the day.</p><p>Micron itself finished down 3.4%.</p><p>Tesla Inc shares plunged 8.9% after the electric-vehicle maker doubled its discount offering on models in the United States this month, amid concerns over softening demand.</p><p>CarMax Inc sank 3.7% after the used-vehicles retailer paused share buybacks after a 86% quarterly profit plunge.</p><p>AMC Entertainment Holdings Inc shares slumped 7.4% after the world&#39;s largest cinema chain said it would raise $110 million through a preferred stock sale.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.78-to-1 ratio; on Nasdaq, a 2.04-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 23 new lows; the Nasdaq Composite recorded 79 new highs and 405 new lows.</p><p>On U.S. exchanges 10.88 billion shares changed hands, compared with the 11.24 billion average for the last 20 trading days.</p><p><img src=\"https://static.tigerbbs.com/50fd87b0c5fdd4d4b1772bd082dfb800\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293532788","content_text":"Wall Street's major averages closed lower on Thursday with technology-heavy Nasdaq's 2% drop leading losses as investors worried that data showing a resilient economy would lead the U.S. Federal Reserve to keep hiking interest rates for longer than feared.Micron Technology Inc's glum forecast added to the downbeat mood and caused the semiconductor index to sharply underperform the broader market for its biggest daily decline in over a month.Losses in rate-sensitive growth stocks saw technologyand consumer discretionary indexes the hardest hit among the S&P 500's 11 industry sectors.The final estimate of the third-quarter U.S. gross domestic product was for 3.2% annualized growth, above the previous estimate of 2.9%.Meanwhile, the Labor Department said filings for state unemployment benefits rose to 216,000 last week but were below economist estimates for 222,000.And a third report showed the Conference Board's leading indicator, a gauge of future U.S. economic activity, fell for a ninth straight month in November.\"We're moving past one of the big worries of 2022 which was the Federal Reserve response to high inflationary pressure to the worry about 2023, which is a recession unfolding in the United States and probably globally too,\" said Matt Stucky, senior portfolio manager for equities at Northwestern Mutual Wealth Management Company.\"Today's data, in my mind, kind of confirmed this is the direction we're heading,\" said Stucky, adding that high inflation, a bad economy and tight job market should lead investors \"to come to grips with reality that earnings estimates are too high\" for 2023.The Dow Jones Industrial Average fell 348.99 points, or 1.05%, to 33,027.49, the S&P 500    lost 56.05 points, or 1.45%, to 3,822.39 and the Nasdaq Composite dropped 233.25 points, or 2.18%, to 10,476.12.Recession fears related to the Fed's prolonged interest rate hiking cycle have weighed heavily on equities this year, with the benchmark S&P 500    on track for a 19.8% annual drop, which would be its biggest since the 2008 financial crisis.\"Strong economic data, especially strong labor market data, keeps the Fed's foot on the economic brake,\" said Liz Ann Sonders, Chief Investment Strategist at Charles Schwab who would prefer to see economic weakness hit \"sooner rather than later because then it gives the Fed the ability to pause.\"\"You increase the risk of an overshoot if they continue to be aggressive because then the hit is bigger,\" she said.Before it pauses, the Fed is expected to look for more weakness in the labor market and the economy in order to bring inflation down and keep it down sustainably.The Philadelphia SE Semiconductor index closed down 4.3% after falling as much as 6% earlier in the session. Lam Research, a Micron equipment supplier, closed down 8.7% after leading the sector's declines throughout the day.Micron itself finished down 3.4%.Tesla Inc shares plunged 8.9% after the electric-vehicle maker doubled its discount offering on models in the United States this month, amid concerns over softening demand.CarMax Inc sank 3.7% after the used-vehicles retailer paused share buybacks after a 86% quarterly profit plunge.AMC Entertainment Holdings Inc shares slumped 7.4% after the world's largest cinema chain said it would raise $110 million through a preferred stock sale.Declining issues outnumbered advancing ones on the NYSE by a 3.78-to-1 ratio; on Nasdaq, a 2.04-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 23 new lows; the Nasdaq Composite recorded 79 new highs and 405 new lows.On U.S. exchanges 10.88 billion shares changed hands, compared with the 11.24 billion average for the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947772618,"gmtCreate":1683675687534,"gmtModify":1683675691289,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9947772618","repostId":"2334274091","repostType":2,"repost":{"id":"2334274091","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":1683664226,"share":"https://www.laohu8.com/m/news/2334274091?lang=&edition=full","pubTime":"2023-05-10 04:30","market":"us","language":"en","title":"US STOCKS-Wall Street Closes Down As Focus Shifts to Inflation Data, Debt Talks","url":"https://stock-news.laohu8.com/highlight/detail?id=2334274091","media":"Reuters","summary":"(Reuters) - U.S. stock indexes closed lower on Tuesday as investors grew more cautious ahead of a U.","content":"<html><head></head><body><p>(Reuters) - U.S. stock indexes closed lower on Tuesday as investors grew more cautious ahead of a U.S. consumer price index report and a meeting between U.S. political leaders to discuss the debt ceiling.</p><p>Investors will look for clues on whether inflation is continuing to ease following the Labor Department&#39;s consumer price index (CPI) report on Wednesday.</p><p>Talks over the U.S. debt ceiling are adding to caution in the market as traders were also waiting for an update on plans for the debt ceiling from a meeting between U.S. President Joe Biden, Republican House Speaker Kevin McCarthy and other congressional leaders at the White House.</p><p>Worries of a potential government default loom over Washington as early as June 1, if Congress does not act to resolve the deadlock.</p><p>&#34;Overall, it&#39;s a relatively mild day, but both the debt ceiling as well as the inflation are causing some anxiety,&#34; said Randy Frederick, managing director of trading and derivatives at the Schwab Center for Financial Research.</p><p>The Dow Jones Industrial Average fell 56.88 points, or 0.17%, to 33,561.81, the S&amp;P 500 lost 18.95 points, or 0.46%, to 4,119.17 and the Nasdaq Composite dropped 77.36 points, or 0.63%, to 12,179.55.</p><p>Volume on U.S. exchanges was 9.35 billion shares, compared with the 10.68 billion average for the full session over the last 20 trading days.</p><p>Disappointing forecasts from companies such as <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and Apple supplier Skyworks also weighed on the mood. They were down 12.73% and 5.15%, respectively.</p><p>Shares of PayPal Holdings dropped and pressured the benchmark S&amp;P 500 after the company cut its margin forecast. The stock was also among the top drags on the Nasdaq.</p><p>Skyworks Solutions Inc shares slid after the company forecast current-quarter revenue and earnings below estimates.</p><p>&#34;Companies have generally been beating earnings expectations, but earnings season is always choppy, and today we have some weaker results. That&#39;s weighing a bit on the market,&#34; said Tim Ghriskey, senior portfolio strategist at Ingalls &amp; Snyder in New York.</p><p>Pacwest Bancorp had another volatile day, leading losses in regional banks earlier in the session before closing up 2.35%.</p><p>&#34;Any relief that we get in terms of regional banking stress is good, but it&#39;s far too early to say that things are normalized just because a couple of very beaten down banks are having a good day,&#34; said Steve Sosnik, chief strategist at Interactive Brokers said.</p><p>Shares of other Apple suppliers including Qualcomm, Broadcom, Qorvo and Corning ended lower. The Philadelphia SE Semiconductor Index closed down 1.87%.</p><p>Boeing Co rose 2.34% after budget carrier Ryanair Holdings Plc placed a multi-billion dollar order for Boeing jets.</p><p>Novavax surged 27.79% as the drugmaker planned a 25% cut to its global workforce.</p><p>Under Armour Inc fell 5.66% as the sports apparel maker forecast its annual sales and profit below street expectations.</p><p>Dialysis services provider DaVita Inc jumped 12.90% on a rise in its annual profit forecast as demand for procedures pick up in the U.S.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.59-to-1 ratio; on Nasdaq, a 1.35-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 14 new 52-week highs and 14 new lows; the Nasdaq Composite recorded 77 new highs and 171 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Closes Down As Focus Shifts to Inflation Data, Debt Talks</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\">\nUS STOCKS-Wall Street Closes Down As Focus Shifts to Inflation Data, Debt Talks\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\">2023-05-10 04:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - U.S. stock indexes closed lower on Tuesday as investors grew more cautious ahead of a U.S. consumer price index report and a meeting between U.S. political leaders to discuss the debt ceiling.</p><p>Investors will look for clues on whether inflation is continuing to ease following the Labor Department&#39;s consumer price index (CPI) report on Wednesday.</p><p>Talks over the U.S. debt ceiling are adding to caution in the market as traders were also waiting for an update on plans for the debt ceiling from a meeting between U.S. President Joe Biden, Republican House Speaker Kevin McCarthy and other congressional leaders at the White House.</p><p>Worries of a potential government default loom over Washington as early as June 1, if Congress does not act to resolve the deadlock.</p><p>&#34;Overall, it&#39;s a relatively mild day, but both the debt ceiling as well as the inflation are causing some anxiety,&#34; said Randy Frederick, managing director of trading and derivatives at the Schwab Center for Financial Research.</p><p>The Dow Jones Industrial Average fell 56.88 points, or 0.17%, to 33,561.81, the S&amp;P 500 lost 18.95 points, or 0.46%, to 4,119.17 and the Nasdaq Composite dropped 77.36 points, or 0.63%, to 12,179.55.</p><p>Volume on U.S. exchanges was 9.35 billion shares, compared with the 10.68 billion average for the full session over the last 20 trading days.</p><p>Disappointing forecasts from companies such as <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and Apple supplier Skyworks also weighed on the mood. They were down 12.73% and 5.15%, respectively.</p><p>Shares of PayPal Holdings dropped and pressured the benchmark S&amp;P 500 after the company cut its margin forecast. The stock was also among the top drags on the Nasdaq.</p><p>Skyworks Solutions Inc shares slid after the company forecast current-quarter revenue and earnings below estimates.</p><p>&#34;Companies have generally been beating earnings expectations, but earnings season is always choppy, and today we have some weaker results. That&#39;s weighing a bit on the market,&#34; said Tim Ghriskey, senior portfolio strategist at Ingalls &amp; Snyder in New York.</p><p>Pacwest Bancorp had another volatile day, leading losses in regional banks earlier in the session before closing up 2.35%.</p><p>&#34;Any relief that we get in terms of regional banking stress is good, but it&#39;s far too early to say that things are normalized just because a couple of very beaten down banks are having a good day,&#34; said Steve Sosnik, chief strategist at Interactive Brokers said.</p><p>Shares of other Apple suppliers including Qualcomm, Broadcom, Qorvo and Corning ended lower. The Philadelphia SE Semiconductor Index closed down 1.87%.</p><p>Boeing Co rose 2.34% after budget carrier Ryanair Holdings Plc placed a multi-billion dollar order for Boeing jets.</p><p>Novavax surged 27.79% as the drugmaker planned a 25% cut to its global workforce.</p><p>Under Armour Inc fell 5.66% as the sports apparel maker forecast its annual sales and profit below street expectations.</p><p>Dialysis services provider DaVita Inc jumped 12.90% on a rise in its annual profit forecast as demand for procedures pick up in the U.S.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.59-to-1 ratio; on Nasdaq, a 1.35-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 14 new 52-week highs and 14 new lows; the Nasdaq Composite recorded 77 new highs and 171 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2334274091","content_text":"(Reuters) - U.S. stock indexes closed lower on Tuesday as investors grew more cautious ahead of a U.S. consumer price index report and a meeting between U.S. political leaders to discuss the debt ceiling.Investors will look for clues on whether inflation is continuing to ease following the Labor Department's consumer price index (CPI) report on Wednesday.Talks over the U.S. debt ceiling are adding to caution in the market as traders were also waiting for an update on plans for the debt ceiling from a meeting between U.S. President Joe Biden, Republican House Speaker Kevin McCarthy and other congressional leaders at the White House.Worries of a potential government default loom over Washington as early as June 1, if Congress does not act to resolve the deadlock.\"Overall, it's a relatively mild day, but both the debt ceiling as well as the inflation are causing some anxiety,\" said Randy Frederick, managing director of trading and derivatives at the Schwab Center for Financial Research.The Dow Jones Industrial Average fell 56.88 points, or 0.17%, to 33,561.81, the S&P 500 lost 18.95 points, or 0.46%, to 4,119.17 and the Nasdaq Composite dropped 77.36 points, or 0.63%, to 12,179.55.Volume on U.S. exchanges was 9.35 billion shares, compared with the 10.68 billion average for the full session over the last 20 trading days.Disappointing forecasts from companies such as PayPal and Apple supplier Skyworks also weighed on the mood. They were down 12.73% and 5.15%, respectively.Shares of PayPal Holdings dropped and pressured the benchmark S&P 500 after the company cut its margin forecast. The stock was also among the top drags on the Nasdaq.Skyworks Solutions Inc shares slid after the company forecast current-quarter revenue and earnings below estimates.\"Companies have generally been beating earnings expectations, but earnings season is always choppy, and today we have some weaker results. That's weighing a bit on the market,\" said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York.Pacwest Bancorp had another volatile day, leading losses in regional banks earlier in the session before closing up 2.35%.\"Any relief that we get in terms of regional banking stress is good, but it's far too early to say that things are normalized just because a couple of very beaten down banks are having a good day,\" said Steve Sosnik, chief strategist at Interactive Brokers said.Shares of other Apple suppliers including Qualcomm, Broadcom, Qorvo and Corning ended lower. The Philadelphia SE Semiconductor Index closed down 1.87%.Boeing Co rose 2.34% after budget carrier Ryanair Holdings Plc placed a multi-billion dollar order for Boeing jets.Novavax surged 27.79% as the drugmaker planned a 25% cut to its global workforce.Under Armour Inc fell 5.66% as the sports apparel maker forecast its annual sales and profit below street expectations.Dialysis services provider DaVita Inc jumped 12.90% on a rise in its annual profit forecast as demand for procedures pick up in the U.S.Declining issues outnumbered advancing ones on the NYSE by a 1.59-to-1 ratio; on Nasdaq, a 1.35-to-1 ratio favored decliners.The S&P 500 posted 14 new 52-week highs and 14 new lows; the Nasdaq Composite recorded 77 new highs and 171 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970447517,"gmtCreate":1684885512740,"gmtModify":1684885516511,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970447517","repostId":"2337488991","repostType":4,"repost":{"id":"2337488991","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":1684882324,"share":"https://www.laohu8.com/m/news/2337488991?lang=&edition=full","pubTime":"2023-05-24 06:52","market":"us","language":"en","title":"Wall St Ends Sharply Lower on Deadlocked Debt Ceiling Talks","url":"https://stock-news.laohu8.com/highlight/detail?id=2337488991","media":"Reuters","summary":"US May business activity hits 13-month high - S&P GlobalAnother round of debt ceiling talks end on T","content":"<html><head></head><body><ul><li><p>US May business activity hits 13-month high - S&amp;P Global</p></li><li><p>Another round of debt ceiling talks end on Tuesday</p></li><li><p>S&amp;P 500 -1.12%, Nasdaq -1.26%, Dow -0.69%</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b038ac149ab794917ab6c9c98bf59f6\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>NEW YORK, May 23 (Reuters) - Wall Street stocks finished sharply lower on Tuesday and short-term Treasury yields shot up as investor jitters grew over a lack of progress in U.S. debt limit talks.</p><p>Representatives of U.S. President Joe Biden and congressional Republicans ended another round of debt ceiling talks on Tuesday, as the deadline drew closer to raise the government&#39;s $31.4 trillion borrowing limit or risk default.</p><p>Debt limit worries pushed yields on <a href=\"https://laohu8.com/S/AONE.U\">one</a>-month Treasury bills to record highs at 5.888%.</p><p>Investors are also waiting for minutes from the Federal Reserve&#39;s May 2-3 meeting, due on Wednesday, to assess the central bank&#39;s next likely move on interest rates.</p><p>Regional Fed Presidents James Bullard and Neel Kashkari on Monday indicated that the U.S. central bank may need to continue hiking rates if inflation remains high.</p><p>Michael Wilson, <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a>&#39;s equity strategist, said a U.S. debt default is not priced into the market. Even if the two sides agree on a deal, it could still have implications for economic growth, he said.</p><p>&#34;If they come to an agreement on the debt ceiling, there will be some concessions on the fiscal spending. It&#39;s an issue for growth,&#34; Wilson said. &#34;Is that going to be an immediate impact, or will it be later? We think there&#39;s a bit of both. At the end of the day, there&#39;s no positive tradeoff.&#34;</p><p>The S&amp;P 500 benchmark index declined 1.12% to end at 4,145.58 points. The Nasdaq Composite fell 1.26% to 12,560.25 points, and the Dow Jones Industrial Average slid 0.69% to 33,055.51 points.</p><p>Volume on U.S. exchanges was relatively light, with 10.3 billion shares traded, compared to an average of 10.6 billion shares over the previous 20 sessions.</p><p>Strategists polled by Reuters see the S&amp;P 500 ending the year at 4,150 points, down slightly from Monday&#39;s close of 4,192.63.</p><p>Helping limit larger losses, the S&amp;P Global data showed U.S. business activity rose to a 13-month high in May, lifted by strong growth in the services sector.</p><p>The report was the latest sign that the economy held its momentum early in the second quarter despite rising risks of a recession.</p><p>The Commerce Department&#39;s April personal consumption expenditure (PCE) index reading, the Fed&#39;s preferred inflation gauge, is due on Friday.</p><p>Broadcom Inc advanced 1.2% after the chipmaker entered into a multi-billion-dollar deal with Apple Inc to use chips made in the United States. Apple shares fell 1.5%.</p><p><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications dropped over 8% after the video conferencing platform reported its slowest quarterly revenue growth.</p><p>Among retail earnings, Lowe&#39;s Companies Inc cut its annual comparable sales forecast, as demand dwindles for home improvement goods. Lowe&#39;s ended up 1.7%.</p><p>Shares of regional lenders extended gains from Monday, led by a 7.9% gain in <a href=\"https://laohu8.com/S/PACWL\">PacWest Bancorp</a> , with the KBW regional banking index rising 0.9%.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 3.5-to-one ratio.</p><p>The S&amp;P 500 posted three new highs and one new low; the Nasdaq recorded 90 new highs and 70 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Ends Sharply Lower on Deadlocked Debt Ceiling Talks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Ends Sharply Lower on Deadlocked Debt Ceiling Talks\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\">2023-05-24 06:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><p>US May business activity hits 13-month high - S&amp;P Global</p></li><li><p>Another round of debt ceiling talks end on Tuesday</p></li><li><p>S&amp;P 500 -1.12%, Nasdaq -1.26%, Dow -0.69%</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b038ac149ab794917ab6c9c98bf59f6\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>NEW YORK, May 23 (Reuters) - Wall Street stocks finished sharply lower on Tuesday and short-term Treasury yields shot up as investor jitters grew over a lack of progress in U.S. debt limit talks.</p><p>Representatives of U.S. President Joe Biden and congressional Republicans ended another round of debt ceiling talks on Tuesday, as the deadline drew closer to raise the government&#39;s $31.4 trillion borrowing limit or risk default.</p><p>Debt limit worries pushed yields on <a href=\"https://laohu8.com/S/AONE.U\">one</a>-month Treasury bills to record highs at 5.888%.</p><p>Investors are also waiting for minutes from the Federal Reserve&#39;s May 2-3 meeting, due on Wednesday, to assess the central bank&#39;s next likely move on interest rates.</p><p>Regional Fed Presidents James Bullard and Neel Kashkari on Monday indicated that the U.S. central bank may need to continue hiking rates if inflation remains high.</p><p>Michael Wilson, <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a>&#39;s equity strategist, said a U.S. debt default is not priced into the market. Even if the two sides agree on a deal, it could still have implications for economic growth, he said.</p><p>&#34;If they come to an agreement on the debt ceiling, there will be some concessions on the fiscal spending. It&#39;s an issue for growth,&#34; Wilson said. &#34;Is that going to be an immediate impact, or will it be later? We think there&#39;s a bit of both. At the end of the day, there&#39;s no positive tradeoff.&#34;</p><p>The S&amp;P 500 benchmark index declined 1.12% to end at 4,145.58 points. The Nasdaq Composite fell 1.26% to 12,560.25 points, and the Dow Jones Industrial Average slid 0.69% to 33,055.51 points.</p><p>Volume on U.S. exchanges was relatively light, with 10.3 billion shares traded, compared to an average of 10.6 billion shares over the previous 20 sessions.</p><p>Strategists polled by Reuters see the S&amp;P 500 ending the year at 4,150 points, down slightly from Monday&#39;s close of 4,192.63.</p><p>Helping limit larger losses, the S&amp;P Global data showed U.S. business activity rose to a 13-month high in May, lifted by strong growth in the services sector.</p><p>The report was the latest sign that the economy held its momentum early in the second quarter despite rising risks of a recession.</p><p>The Commerce Department&#39;s April personal consumption expenditure (PCE) index reading, the Fed&#39;s preferred inflation gauge, is due on Friday.</p><p>Broadcom Inc advanced 1.2% after the chipmaker entered into a multi-billion-dollar deal with Apple Inc to use chips made in the United States. Apple shares fell 1.5%.</p><p><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications dropped over 8% after the video conferencing platform reported its slowest quarterly revenue growth.</p><p>Among retail earnings, Lowe&#39;s Companies Inc cut its annual comparable sales forecast, as demand dwindles for home improvement goods. Lowe&#39;s ended up 1.7%.</p><p>Shares of regional lenders extended gains from Monday, led by a 7.9% gain in <a href=\"https://laohu8.com/S/PACWL\">PacWest Bancorp</a> , with the KBW regional banking index rising 0.9%.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 3.5-to-one ratio.</p><p>The S&amp;P 500 posted three new highs and one new low; the Nasdaq recorded 90 new highs and 70 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4515":"5G概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC",".DJI":"道琼斯","UDOW":"道指三倍做多ETF-ProShares","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4585":"ETF&股票定投概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4576":"AR","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK4211":"区域性银行","BK4566":"资本集团","IVV":"标普500指数ETF","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4579":"人工智能","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC",".SPX":"S&P 500 Index","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","BK4505":"高瓴资本持仓","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4512":"苹果概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SDOW":"道指三倍做空ETF-ProShares","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LOW":"劳氏","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4127":"投资银行业与经纪业","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","MS":"摩根士丹利","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2337488991","content_text":"US May business activity hits 13-month high - S&P GlobalAnother round of debt ceiling talks end on TuesdayS&P 500 -1.12%, Nasdaq -1.26%, Dow -0.69%NEW YORK, May 23 (Reuters) - Wall Street stocks finished sharply lower on Tuesday and short-term Treasury yields shot up as investor jitters grew over a lack of progress in U.S. debt limit talks.Representatives of U.S. President Joe Biden and congressional Republicans ended another round of debt ceiling talks on Tuesday, as the deadline drew closer to raise the government's $31.4 trillion borrowing limit or risk default.Debt limit worries pushed yields on one-month Treasury bills to record highs at 5.888%.Investors are also waiting for minutes from the Federal Reserve's May 2-3 meeting, due on Wednesday, to assess the central bank's next likely move on interest rates.Regional Fed Presidents James Bullard and Neel Kashkari on Monday indicated that the U.S. central bank may need to continue hiking rates if inflation remains high.Michael Wilson, Morgan Stanley's equity strategist, said a U.S. debt default is not priced into the market. Even if the two sides agree on a deal, it could still have implications for economic growth, he said.\"If they come to an agreement on the debt ceiling, there will be some concessions on the fiscal spending. It's an issue for growth,\" Wilson said. \"Is that going to be an immediate impact, or will it be later? We think there's a bit of both. At the end of the day, there's no positive tradeoff.\"The S&P 500 benchmark index declined 1.12% to end at 4,145.58 points. The Nasdaq Composite fell 1.26% to 12,560.25 points, and the Dow Jones Industrial Average slid 0.69% to 33,055.51 points.Volume on U.S. exchanges was relatively light, with 10.3 billion shares traded, compared to an average of 10.6 billion shares over the previous 20 sessions.Strategists polled by Reuters see the S&P 500 ending the year at 4,150 points, down slightly from Monday's close of 4,192.63.Helping limit larger losses, the S&P Global data showed U.S. business activity rose to a 13-month high in May, lifted by strong growth in the services sector.The report was the latest sign that the economy held its momentum early in the second quarter despite rising risks of a recession.The Commerce Department's April personal consumption expenditure (PCE) index reading, the Fed's preferred inflation gauge, is due on Friday.Broadcom Inc advanced 1.2% after the chipmaker entered into a multi-billion-dollar deal with Apple Inc to use chips made in the United States. Apple shares fell 1.5%.Zoom Video Communications dropped over 8% after the video conferencing platform reported its slowest quarterly revenue growth.Among retail earnings, Lowe's Companies Inc cut its annual comparable sales forecast, as demand dwindles for home improvement goods. Lowe's ended up 1.7%.Shares of regional lenders extended gains from Monday, led by a 7.9% gain in PacWest Bancorp , with the KBW regional banking index rising 0.9%.Declining stocks outnumbered rising ones within the S&P 500 by a 3.5-to-one ratio.The S&P 500 posted three new highs and one new low; the Nasdaq recorded 90 new highs and 70 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921146967,"gmtCreate":1671011678059,"gmtModify":1676538475356,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice read. At the end of&nbsp;day, it's JP/ Fed's call","listText":"Nice read. At the end of&nbsp;day, it's JP/ Fed's call","text":"Nice read. At the end of day, it's JP/ Fed's call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921146967","repostId":"1132223607","repostType":4,"repost":{"id":"1132223607","pubTimestamp":1671009006,"share":"https://www.laohu8.com/m/news/1132223607?lang=&edition=full","pubTime":"2022-12-14 17:10","market":"us","language":"en","title":"The Fed Should Pause Its Rate Hikes Now That Inflation Has Slowed Significantly. But It Won’t","url":"https://stock-news.laohu8.com/highlight/detail?id=1132223607","media":"MarketWatch","summary":"The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its","content":"<html><head></head><body><p>The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its benchmark interest rate steady instead of raising the federal funds by a half percentage point to a range of 4.25% to 4.50%, as expected at its meeting that ends Wednesday.</p><p>With the relatively benign report on the consumer price index in November released on Tuesday, the Fed now has “compelling evidence” that it has achieved its immediate goal of seeing a significant slowing in inflation.</p><p>The CPI was better than expected in November, with headline inflation rising just 0.1% (1.2% annualized) and core inflation up 0.2% (2.4% annualized).</p><p>The U.S. stock market SPX, DJIA, COMP on Tuesday initially greeted the CPI report as confirmation that the Fed could begin to let up, but by midday the realization hit that the Fed is going to keep hiking rates.</p><h2>Better than the media says</h2><p>The CPI report was actually better than it’s being portrayed by the media, which continue to focus irrationally on year-over-year changes in inflation rather than looking at what has happened since the Fed began raising interest rates nine months ago. For instance, what are we to make of. this incoherent headline in the New York Times: “U.S. Inflation Cools as Consumer Prices Rise 7.1 Percent”?</p><p>If we don’t want to miss the turning points, we have to shorten our horizon to something less than a year, but not so short that it’s all noise and no signal. Three months is about right.</p><p>In March 2022, when the Fed first raised rates, inflation was accelerating. From January to March, the CPI had risen at an 11.3% annual rate. That was an alarming inflation rate which called for action by the Fed.</p><p>But then the Fed raised interest rates at six straight meetings, going from near zero to near 4% and now inflation is decelerating. From September to November, inflation rose at a 3.7% annual rate.</p><p>That is significant progress in the most relevant measure of inflation.</p><h2>The wrong perspective</h2><p>The progress is much less apparent when the figures are reported on a year-over-year basis, as most media outlets do. From November 2021 to November 2022, inflation rose 7.1% — but that figure is meaningless to our understanding of what the Fed has accomplished because that time frame also includes five months of high inflation from before the Fed acted.</p><p>Because rate hikes take some time to have an impact on prices and on the economy, they didn’t really start to bite until July. In the five months since then, inflation has slowed to a 2.5% annualized rate, noticeable to anyone who’s looking. The unprecedented rise in interest rates is working to cool off price increases.</p><p>The progress is even greater when you take into account that almost all of the inflation we’ve suffered recently is coming from higher rents, which are now rising at a 10% annual rate in a lagged response to last year’s incredible 20%+ increase in home prices and tight rental markets.</p><h2>Rents still rising as home prices fall</h2><p>Home prices have now begun to fall in most regions of the U.S. Rents for new tenants have also begun to fall, but rents paid by continuing tenants have lagged behind and could take another year or longer to catch up, according to research by economists at Goldman Sachs. That’s because rents on existing leases tend to reset on an annual basis.</p><p>Rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs.</p><p>With more than 900,000 multifamily housing units now under construction, the supply constraints will soon begin to ease, reducing pressure on rents, when those units hit the market, likely in the next year or so.</p><p>Rents have an outsized influence on the CPI, because rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs. Yes, there’s some correlation most of the time, but not always.</p><p>Using rents to measure homeowners’ costs might be an acceptable methodology in normal times, but not now. Based on the increase in rents, the CPI showed that shelter costs for homeowners rose at a 8% annual rate in November. No one believes that’s true. Most homeowners have a fixed-rate mortgage, so principal and interest payments haven’t gone up.</p><h2>The right perspective</h2><p>The best thing to do in this situation is to recognize that we need to exclude shelter costs (which accounts for a third of the CPI) if we want to see where underlying inflation is heading.</p><p>“Substantial disagreement about the correct way to measure shelter inflation argues for looking at inflation measures that put less weight on shelter inflation, not more, when the decision is of greater consequence,” wrote Goldman Sachs economists Ronnie Walker and David Mericle in a note published in October.</p><p>The CPI excluding shelter fell 0.2% in November and has risen at just a 1.3% annual rate over the past three months.</p><p>Even Fed Chair Jerome Powell has acknowledged that a sudden drop in home prices won’t show up in the headline CPI for months, but he’s not acting like he quite believes it. If he did, he’d urge his colleagues at the Fed to pause now and let the full impact of 375 basis points of tightening work on the economy.</p><p>We know, however, that the Fed won’t pause. The Fed lost too much credibility last year when it missed the rapid increase in inflation as the economy emerged from its pandemic lockdown, and now the Fed is scrambling to restore the public’s trust as an inflation fighter.</p><p>Unfortunately, that makes a recession nearly inevitable, because the Fed is going to do what it always does: Raise rates too far and push the economy into a job-killing recession.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Should Pause Its Rate Hikes Now That Inflation Has Slowed Significantly. But It Won’t</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed Should Pause Its Rate Hikes Now That Inflation Has Slowed Significantly. But It Won’t\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 17:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-u-s-inflation-rate-in-november-was-not-7-1-as-you-were-told-it-was-3-7-11670968283?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its benchmark interest rate steady instead of raising the federal funds by a half percentage point to a...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-u-s-inflation-rate-in-november-was-not-7-1-as-you-were-told-it-was-3-7-11670968283?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/the-u-s-inflation-rate-in-november-was-not-7-1-as-you-were-told-it-was-3-7-11670968283?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132223607","content_text":"The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its benchmark interest rate steady instead of raising the federal funds by a half percentage point to a range of 4.25% to 4.50%, as expected at its meeting that ends Wednesday.With the relatively benign report on the consumer price index in November released on Tuesday, the Fed now has “compelling evidence” that it has achieved its immediate goal of seeing a significant slowing in inflation.The CPI was better than expected in November, with headline inflation rising just 0.1% (1.2% annualized) and core inflation up 0.2% (2.4% annualized).The U.S. stock market SPX, DJIA, COMP on Tuesday initially greeted the CPI report as confirmation that the Fed could begin to let up, but by midday the realization hit that the Fed is going to keep hiking rates.Better than the media saysThe CPI report was actually better than it’s being portrayed by the media, which continue to focus irrationally on year-over-year changes in inflation rather than looking at what has happened since the Fed began raising interest rates nine months ago. For instance, what are we to make of. this incoherent headline in the New York Times: “U.S. Inflation Cools as Consumer Prices Rise 7.1 Percent”?If we don’t want to miss the turning points, we have to shorten our horizon to something less than a year, but not so short that it’s all noise and no signal. Three months is about right.In March 2022, when the Fed first raised rates, inflation was accelerating. From January to March, the CPI had risen at an 11.3% annual rate. That was an alarming inflation rate which called for action by the Fed.But then the Fed raised interest rates at six straight meetings, going from near zero to near 4% and now inflation is decelerating. From September to November, inflation rose at a 3.7% annual rate.That is significant progress in the most relevant measure of inflation.The wrong perspectiveThe progress is much less apparent when the figures are reported on a year-over-year basis, as most media outlets do. From November 2021 to November 2022, inflation rose 7.1% — but that figure is meaningless to our understanding of what the Fed has accomplished because that time frame also includes five months of high inflation from before the Fed acted.Because rate hikes take some time to have an impact on prices and on the economy, they didn’t really start to bite until July. In the five months since then, inflation has slowed to a 2.5% annualized rate, noticeable to anyone who’s looking. The unprecedented rise in interest rates is working to cool off price increases.The progress is even greater when you take into account that almost all of the inflation we’ve suffered recently is coming from higher rents, which are now rising at a 10% annual rate in a lagged response to last year’s incredible 20%+ increase in home prices and tight rental markets.Rents still rising as home prices fallHome prices have now begun to fall in most regions of the U.S. Rents for new tenants have also begun to fall, but rents paid by continuing tenants have lagged behind and could take another year or longer to catch up, according to research by economists at Goldman Sachs. That’s because rents on existing leases tend to reset on an annual basis.Rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs.With more than 900,000 multifamily housing units now under construction, the supply constraints will soon begin to ease, reducing pressure on rents, when those units hit the market, likely in the next year or so.Rents have an outsized influence on the CPI, because rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs. Yes, there’s some correlation most of the time, but not always.Using rents to measure homeowners’ costs might be an acceptable methodology in normal times, but not now. Based on the increase in rents, the CPI showed that shelter costs for homeowners rose at a 8% annual rate in November. No one believes that’s true. Most homeowners have a fixed-rate mortgage, so principal and interest payments haven’t gone up.The right perspectiveThe best thing to do in this situation is to recognize that we need to exclude shelter costs (which accounts for a third of the CPI) if we want to see where underlying inflation is heading.“Substantial disagreement about the correct way to measure shelter inflation argues for looking at inflation measures that put less weight on shelter inflation, not more, when the decision is of greater consequence,” wrote Goldman Sachs economists Ronnie Walker and David Mericle in a note published in October.The CPI excluding shelter fell 0.2% in November and has risen at just a 1.3% annual rate over the past three months.Even Fed Chair Jerome Powell has acknowledged that a sudden drop in home prices won’t show up in the headline CPI for months, but he’s not acting like he quite believes it. If he did, he’d urge his colleagues at the Fed to pause now and let the full impact of 375 basis points of tightening work on the economy.We know, however, that the Fed won’t pause. The Fed lost too much credibility last year when it missed the rapid increase in inflation as the economy emerged from its pandemic lockdown, and now the Fed is scrambling to restore the public’s trust as an inflation fighter.Unfortunately, that makes a recession nearly inevitable, because the Fed is going to do what it always does: Raise rates too far and push the economy into a job-killing recession.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954245981,"gmtCreate":1676429433144,"gmtModify":1676429435953,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok.","listText":"Ok.","text":"Ok.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954245981","repostId":"1100424494","repostType":2,"repost":{"id":"1100424494","pubTimestamp":1676427208,"share":"https://www.laohu8.com/m/news/1100424494?lang=&edition=full","pubTime":"2023-02-15 10:13","market":"sg","language":"en","title":"Here Are the Winners and Losers From Singapore’s Budget","url":"https://stock-news.laohu8.com/highlight/detail?id=1100424494","media":"Bloomberg","summary":"Increase in handouts is positive for consumer stocks: AletheiaHigher taxes may weigh on property and","content":"<html><head></head><body><ul><li>Increase in handouts is positive for consumer stocks: Aletheia</li><li>Higher taxes may weigh on property and multinational firms</li></ul><p>Singapore’s budget moves to address the city-state’s high cost of living may benefit stocks tied to consumers, while the property sector and multinational corporations may suffer as a result of higher taxation.</p><p>In his speech on Tuesday, Deputy Prime Minister Lawrence Wong said the government will increase handouts to citizens to help offset the increase in goods and services tax and rising living costs. On the other hand, he raised taxes on higher-value property, multinational corporations, and luxury cars. Nonetheless, the benchmark Straits Times Index closed little changed on the day.</p><p>“Addressing the cost of living is a major positive for local consumption as inflation is running high,” said Nirgunan Tiruchelvam, an analyst at Aletheia Capital Ltd. “The increase in handouts and the focus on creating job opportunities will aid stocks tied to consumers.”</p><p>The S$104-billion ($78.4-billion) spending plan is intended to push residents closer to a post-Covid reality while easing near-term cost-of-living pressures.</p><p>Here are details of what analysts see as the main winners and losers from the budget:</p><h2>WINNERS</h2><h2>Consumer Stocks</h2><p>Singapore’s plan to increase its handouts to citizens by S$3 billion to S$9.6 billion in the fiscal year starting April, to help offset higher price pressures, will be positive for stocks tied to local consumption.</p><p>Food and beverage manufacturer Fraser and Neave Ltd., grocer Sheng Siong Group Ltd. and restaurants and food caterers such as Jumbo Group Ltd. and Kimly Ltd. could all benefit. Keppel REIT and other consumption-focused real estate investment trusts may also gain.</p><p>The moves could also help vulnerable borrowers cope with rising inflation, offsetting potential threats to local banks’ risk profile,” Bloomberg Intelligence analysts Rena Kwok and Sheenu Gupta wrote in a note.</p><h3>Aged Care</h3><p>Singapore’s move to add more resources for lower-income seniors can aid hospital operators such as Raffles Medical Group Ltd. and IHH Healthcare Bhd.</p><p>Wong plans to top up the ElderCare Fund by S$500 million and the MediFund by S$1.5 billion.</p><h3>Manpower</h3><p>Wong’s plans aimed at turbocharging job opportunities for Singaporeans implies more business for staffing-solutions providers such as HRnetgroup Ltd.</p><p>The city-state will top up national productivity fund by S$4 billion, develop labor-market intermediaries who can go through industry training and employment facilitation, and extend the Senior Employment Credit and the Part-time Re-employment Grant.</p><p>HRnetgroup’s shares extended gains after budget announcements to close 2.4% higher.</p><h2>LOSERS</h2><h3>Property</h3><p>Singapore will raise taxes for higher-value properties in an attempt to boost revenue and help fund an array of spending programs.</p><p>The residential properties in excess of S$1.5 million and up to S$3 million will be taxed one percentage point higher at 5%. Properties in excess of S$3 million will be taxed two percentage points higher at 6%.</p><p>Stocks to watch include property firms such as City Developments Ltd. and UOL Group Ltd.</p><h3>Multinationals</h3><p>Singapore intends to set its effective tax rate for multinational enterprises at 15% starting 2025, in line with a global agreement to increase the floor rate. Some world-renowned multinationals with presence in Singapore include Apple Inc., Sony Group Corp. and Amazon.com Inc.</p><p>Such a move may also weigh on multiple members of the Straits Times Index, if they qualify as multinational corporations under local laws.</p><p><img src=\"https://static.tigerbbs.com/10ed039b0add868dbcf2043082048213\" tg-width=\"664\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Are the Winners and Losers From Singapore’s Budget</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\">\nHere Are the Winners and Losers From Singapore’s Budget\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-15 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-14/here-are-the-winners-and-losers-from-singapore-s-budget><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Increase in handouts is positive for consumer stocks: AletheiaHigher taxes may weigh on property and multinational firmsSingapore’s budget moves to address the city-state’s high cost of living may ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-14/here-are-the-winners-and-losers-from-singapore-s-budget\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"42R.SI":"珍宝餐饮集团","F99.SI":"星狮集团","CHZ.SI":"和乐集团有限公司","K71U.SI":"吉宝房地产信托","Q0F.SI":"IHH医疗保健集团","STI.SI":"富时新加坡海峡指数","BSL.SI":"莱佛士医疗","OV8.SI":"昇菘"},"source_url":"https://www.bloomberg.com/news/articles/2023-02-14/here-are-the-winners-and-losers-from-singapore-s-budget","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100424494","content_text":"Increase in handouts is positive for consumer stocks: AletheiaHigher taxes may weigh on property and multinational firmsSingapore’s budget moves to address the city-state’s high cost of living may benefit stocks tied to consumers, while the property sector and multinational corporations may suffer as a result of higher taxation.In his speech on Tuesday, Deputy Prime Minister Lawrence Wong said the government will increase handouts to citizens to help offset the increase in goods and services tax and rising living costs. On the other hand, he raised taxes on higher-value property, multinational corporations, and luxury cars. Nonetheless, the benchmark Straits Times Index closed little changed on the day.“Addressing the cost of living is a major positive for local consumption as inflation is running high,” said Nirgunan Tiruchelvam, an analyst at Aletheia Capital Ltd. “The increase in handouts and the focus on creating job opportunities will aid stocks tied to consumers.”The S$104-billion ($78.4-billion) spending plan is intended to push residents closer to a post-Covid reality while easing near-term cost-of-living pressures.Here are details of what analysts see as the main winners and losers from the budget:WINNERSConsumer StocksSingapore’s plan to increase its handouts to citizens by S$3 billion to S$9.6 billion in the fiscal year starting April, to help offset higher price pressures, will be positive for stocks tied to local consumption.Food and beverage manufacturer Fraser and Neave Ltd., grocer Sheng Siong Group Ltd. and restaurants and food caterers such as Jumbo Group Ltd. and Kimly Ltd. could all benefit. Keppel REIT and other consumption-focused real estate investment trusts may also gain.The moves could also help vulnerable borrowers cope with rising inflation, offsetting potential threats to local banks’ risk profile,” Bloomberg Intelligence analysts Rena Kwok and Sheenu Gupta wrote in a note.Aged CareSingapore’s move to add more resources for lower-income seniors can aid hospital operators such as Raffles Medical Group Ltd. and IHH Healthcare Bhd.Wong plans to top up the ElderCare Fund by S$500 million and the MediFund by S$1.5 billion.ManpowerWong’s plans aimed at turbocharging job opportunities for Singaporeans implies more business for staffing-solutions providers such as HRnetgroup Ltd.The city-state will top up national productivity fund by S$4 billion, develop labor-market intermediaries who can go through industry training and employment facilitation, and extend the Senior Employment Credit and the Part-time Re-employment Grant.HRnetgroup’s shares extended gains after budget announcements to close 2.4% higher.LOSERSPropertySingapore will raise taxes for higher-value properties in an attempt to boost revenue and help fund an array of spending programs.The residential properties in excess of S$1.5 million and up to S$3 million will be taxed one percentage point higher at 5%. Properties in excess of S$3 million will be taxed two percentage points higher at 6%.Stocks to watch include property firms such as City Developments Ltd. and UOL Group Ltd.MultinationalsSingapore intends to set its effective tax rate for multinational enterprises at 15% starting 2025, in line with a global agreement to increase the floor rate. Some world-renowned multinationals with presence in Singapore include Apple Inc., Sony Group Corp. and Amazon.com Inc.Such a move may also weigh on multiple members of the Straits Times Index, if they qualify as multinational corporations under local laws.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955120737,"gmtCreate":1675290549630,"gmtModify":1676538989806,"author":{"id":"4096589756885460","authorId":"4096589756885460","name":"BlitzBison","avatar":"https://community-static.tradeup.com/news/2c711017cde68be46bd029006fcefb6c","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955120737","repostId":"1199918806","repostType":4,"repost":{"id":"1199918806","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1675279848,"share":"https://www.laohu8.com/m/news/1199918806?lang=&edition=full","pubTime":"2023-02-02 03:30","market":"us","language":"en","title":"Fed's Powell: Don’t Expect a Rate Cut in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1199918806","media":"Tiger Newspress","summary":"Jerome Powell has started his press conference by reaffirming the central bank’s stance in the fight","content":"<html><head></head><body><p>Jerome Powell has started his press conference by reaffirming the central bank’s stance in the fight against inflation.</p><p>&#34;We have more work to do&#34; to bring down inflation after the central bank raised its rate by 25 basis points to 4.50%-4.75% Federal Reserve Chair Jerome Powell said in his post-monetary policy decision press conference.</p><p>The S&amp;P 500 gained on Wednesday in an intraday turnaround as investors shook off a quarter-point rate hike from the Federal Reserve and focused on comments from Fed Chairman Jerome Powell that hinted at falling inflation.</p><p>The S&amp;P 500 gained 1.09% after falling nearly 1% earlier. The Nasdaq Composite added 1.97%.</p><p><img src=\"https://static.tigerbbs.com/cb1c72c7b36b6459fd2b6e36bbbb87f8\" tg-width=\"1080\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/></p><p>Powell was repeating comments from previous appearances. He said the Fed remained “strongly committed” to bringing down inflation, repeated the statement language about ongoing rate increases, and stressed the problems that inflation can cause for consumers and the labor market.</p><p>“Without price stability, the economy does not work for anyone,” Powell said.</p><p>That&#39;s emphasizing to financial markets that the central bank isn&#39;t planning on backing down from its policy tightening yet.</p><p>Labor market is still extremely tight, with job gains being robust. &#34;Although the pace of jobs growth has slowed&#34;, the labor market is still &#34;out of balance,&#34; he said.</p><p>&#34;<b>I don&#39;t see cutting rates this year.</b>&#34; Powell said he&#39;s &#34;not particularly concerned about the divergence&#34; between the Fed&#39;s guidance and financial markets that are only expecting one more rate hike before a pause.</p><p>&#34;Certainty is just not appropriate here... we&#39;re going to be cautious about declaring victory... we&#39;re in the early stages of disinflation.&#34;</p><p>He expects positive growth for this year, but at a subdued pace, pointing out that the global economic picture has improved.</p><p>There&#39;s still a path to a &#34;soft landing.&#34; &#34;My base case is that the economy can return to 2% inflation without a substantial downturn,&#34; he said.</p><p>He doesn&#39;t expect that core services, ex-housing, inflation will come down significantly without a better balance in the labor market.</p><p>When asked about the Federal debt ceiling, Powell said the only way forward is for Congress to raise the debt level. &#34;Don&#39;t assume&#34; the Fed can protect the economy from a debt default, he added.</p><p>&#34;We&#39;ve raised the rate by 450 basis points&#34; and we&#39;re talking about a couple more rate hikes before a pause, Powell said.</p><p>&#34;It would be very premature to declare victory,&#34; he said. &#34;The disinflation process has started, especially in goods.&#34;</p><p>The policymakers have &#34;no desire&#34; to over-tighten. And they can adjust policy if they find that they did over-tighten.</p><p>There&#39;s &#34;still work to do&#34; in tightening financial conditions. If data warrants, the FOMC would be willing to move rates higher than its previous projections. At the December meeting, the median projection was for ~5.1% federal funds rate.</p><p>Disinflation still hasn&#39;t affected core services costs, excluding housing, he said.</p><p>&#34;It&#39;s gratifying to see the disinflationary process now underway,&#34; Powell said. So far, he&#39;s seeing progress in bringing down inflation without weakening of labor conditions.</p><p>Total PCE prices have risen 5.0% in the past 12 months, and core PCE prices have increased 4.4% in the same period, both well above the Fed&#39;s 2.0% inflation goal.</p><p>He said now is not the time for complacency. &#34;Although inflation has moderated recently, it still remains too high.&#34;</p><p>The higher rates mean the economy is likely to result in economic growth below the long-run growth trend and softening of labor market.</p><p>&#34;We will stay the course until the job is done,&#34; Powell said.</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>Fed's Powell: Don’t Expect a Rate Cut in 2023</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\">\nFed's Powell: Don’t Expect a Rate Cut in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-02-02 03:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jerome Powell has started his press conference by reaffirming the central bank’s stance in the fight against inflation.</p><p>&#34;We have more work to do&#34; to bring down inflation after the central bank raised its rate by 25 basis points to 4.50%-4.75% Federal Reserve Chair Jerome Powell said in his post-monetary policy decision press conference.</p><p>The S&amp;P 500 gained on Wednesday in an intraday turnaround as investors shook off a quarter-point rate hike from the Federal Reserve and focused on comments from Fed Chairman Jerome Powell that hinted at falling inflation.</p><p>The S&amp;P 500 gained 1.09% after falling nearly 1% earlier. The Nasdaq Composite added 1.97%.</p><p><img src=\"https://static.tigerbbs.com/cb1c72c7b36b6459fd2b6e36bbbb87f8\" tg-width=\"1080\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/></p><p>Powell was repeating comments from previous appearances. He said the Fed remained “strongly committed” to bringing down inflation, repeated the statement language about ongoing rate increases, and stressed the problems that inflation can cause for consumers and the labor market.</p><p>“Without price stability, the economy does not work for anyone,” Powell said.</p><p>That&#39;s emphasizing to financial markets that the central bank isn&#39;t planning on backing down from its policy tightening yet.</p><p>Labor market is still extremely tight, with job gains being robust. &#34;Although the pace of jobs growth has slowed&#34;, the labor market is still &#34;out of balance,&#34; he said.</p><p>&#34;<b>I don&#39;t see cutting rates this year.</b>&#34; Powell said he&#39;s &#34;not particularly concerned about the divergence&#34; between the Fed&#39;s guidance and financial markets that are only expecting one more rate hike before a pause.</p><p>&#34;Certainty is just not appropriate here... we&#39;re going to be cautious about declaring victory... we&#39;re in the early stages of disinflation.&#34;</p><p>He expects positive growth for this year, but at a subdued pace, pointing out that the global economic picture has improved.</p><p>There&#39;s still a path to a &#34;soft landing.&#34; &#34;My base case is that the economy can return to 2% inflation without a substantial downturn,&#34; he said.</p><p>He doesn&#39;t expect that core services, ex-housing, inflation will come down significantly without a better balance in the labor market.</p><p>When asked about the Federal debt ceiling, Powell said the only way forward is for Congress to raise the debt level. &#34;Don&#39;t assume&#34; the Fed can protect the economy from a debt default, he added.</p><p>&#34;We&#39;ve raised the rate by 450 basis points&#34; and we&#39;re talking about a couple more rate hikes before a pause, Powell said.</p><p>&#34;It would be very premature to declare victory,&#34; he said. &#34;The disinflation process has started, especially in goods.&#34;</p><p>The policymakers have &#34;no desire&#34; to over-tighten. And they can adjust policy if they find that they did over-tighten.</p><p>There&#39;s &#34;still work to do&#34; in tightening financial conditions. If data warrants, the FOMC would be willing to move rates higher than its previous projections. At the December meeting, the median projection was for ~5.1% federal funds rate.</p><p>Disinflation still hasn&#39;t affected core services costs, excluding housing, he said.</p><p>&#34;It&#39;s gratifying to see the disinflationary process now underway,&#34; Powell said. So far, he&#39;s seeing progress in bringing down inflation without weakening of labor conditions.</p><p>Total PCE prices have risen 5.0% in the past 12 months, and core PCE prices have increased 4.4% in the same period, both well above the Fed&#39;s 2.0% inflation goal.</p><p>He said now is not the time for complacency. &#34;Although inflation has moderated recently, it still remains too high.&#34;</p><p>The higher rates mean the economy is likely to result in economic growth below the long-run growth trend and softening of labor market.</p><p>&#34;We will stay the course until the job is done,&#34; Powell said.</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":"1199918806","content_text":"Jerome Powell has started his press conference by reaffirming the central bank’s stance in the fight against inflation.\"We have more work to do\" to bring down inflation after the central bank raised its rate by 25 basis points to 4.50%-4.75% Federal Reserve Chair Jerome Powell said in his post-monetary policy decision press conference.The S&P 500 gained on Wednesday in an intraday turnaround as investors shook off a quarter-point rate hike from the Federal Reserve and focused on comments from Fed Chairman Jerome Powell that hinted at falling inflation.The S&P 500 gained 1.09% after falling nearly 1% earlier. The Nasdaq Composite added 1.97%.Powell was repeating comments from previous appearances. He said the Fed remained “strongly committed” to bringing down inflation, repeated the statement language about ongoing rate increases, and stressed the problems that inflation can cause for consumers and the labor market.“Without price stability, the economy does not work for anyone,” Powell said.That's emphasizing to financial markets that the central bank isn't planning on backing down from its policy tightening yet.Labor market is still extremely tight, with job gains being robust. \"Although the pace of jobs growth has slowed\", the labor market is still \"out of balance,\" he said.\"I don't see cutting rates this year.\" Powell said he's \"not particularly concerned about the divergence\" between the Fed's guidance and financial markets that are only expecting one more rate hike before a pause.\"Certainty is just not appropriate here... we're going to be cautious about declaring victory... we're in the early stages of disinflation.\"He expects positive growth for this year, but at a subdued pace, pointing out that the global economic picture has improved.There's still a path to a \"soft landing.\" \"My base case is that the economy can return to 2% inflation without a substantial downturn,\" he said.He doesn't expect that core services, ex-housing, inflation will come down significantly without a better balance in the labor market.When asked about the Federal debt ceiling, Powell said the only way forward is for Congress to raise the debt level. \"Don't assume\" the Fed can protect the economy from a debt default, he added.\"We've raised the rate by 450 basis points\" and we're talking about a couple more rate hikes before a pause, Powell said.\"It would be very premature to declare victory,\" he said. \"The disinflation process has started, especially in goods.\"The policymakers have \"no desire\" to over-tighten. And they can adjust policy if they find that they did over-tighten.There's \"still work to do\" in tightening financial conditions. If data warrants, the FOMC would be willing to move rates higher than its previous projections. At the December meeting, the median projection was for ~5.1% federal funds rate.Disinflation still hasn't affected core services costs, excluding housing, he said.\"It's gratifying to see the disinflationary process now underway,\" Powell said. So far, he's seeing progress in bringing down inflation without weakening of labor conditions.Total PCE prices have risen 5.0% in the past 12 months, and core PCE prices have increased 4.4% in the same period, both well above the Fed's 2.0% inflation goal.He said now is not the time for complacency. \"Although inflation has moderated recently, it still remains too high.\"The higher rates mean the economy is likely to result in economic growth below the long-run growth trend and softening of labor market.\"We will stay the course until the job is done,\" Powell said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}