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2023-05-08

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U.S. Markets Fear Recession and See Interest Rate Cuts Ahead As Fed Loan Survey Looms

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2023-05-08

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44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"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/9947453000","repostId":"2333425404","repostType":2,"repost":{"id":"2333425404","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":1683528127,"share":"https://www.laohu8.com/m/news/2333425404?lang=&edition=full","pubTime":"2023-05-08 14:42","market":"us","language":"en","title":"U.S. Markets Fear Recession and See Interest Rate Cuts Ahead As Fed Loan Survey Looms","url":"https://stock-news.laohu8.com/highlight/detail?id=2333425404","media":"Dow Jones","summary":"Some investors see a hard landing for the U.S. economy this year resulting from the sharply higher i","content":"<html><head></head><body><p>Some investors see a hard landing for the U.S. economy this year resulting from the sharply higher interest rates engineered by the Federal Reserve to quell inflation and tighter credit conditions in the wake of regional bank sector stress, while others note that consumer spending and employment growth remains healthy, but the Federal Reserve&#39;s loan officer survey due this week may provide more clarity on which view is more accurate.</p><p>&#34;The last two rate hikes were nuts, to be blunt,&#34; said Edward Yardeni, president of Yardeni Research, in a phone interview. The Fed &#34;could really cause a problem coming and going.&#34;</p><p>Concerns still swirl around the banking industry after the failure of Silicon Valley, Signature Bank and First Republic Bank in the past two months and the bond market is expressing the view that the Fed will have to cut interest rates as a result, despite Fed Chair Jerome Powell pushing back on that notion on May 3, the day it announced a 10th straight increase in rates.</p><p>&#34;He did his utmost to convince market participants that the Fed is not going to be lowering interest rates, but will probably keep them where they are for a while,&#34; said Yardeni. &#34;The market&#39;s anticipating a hard landing.&#34;</p><p>But &#34;I&#39;m anticipating a soft landing that will allow the Fed to maintain the fed-funds rate&#34; at the current level possibly through the end of the year, said Yardeni. The federal-funds rate is now at a target range of 5% to 5.25%, after the central bank&#39;s rate hike of a quarter point on May 3.</p><p>&#34;If they just stop here,&#34; he said, &#34;all hope isn&#39;t lost.&#34;</p><p>Yardeni, who sees a 60% chance of a soft-landing scenario and a 40% probability of a hard landing, expects the stock market to be higher by year-end. In his view, October 12 marked the bear-market low for the S&amp;P 500 index, which he said could finish 2023 at 4,600. That&#39;s about 11% above Friday&#39;s close.</p><p>The U.S. stock market ended sharply higher Friday, with the S&amp;P 500 closing at 4,136 for a year-to-date gain of 7.7%, according to FactSet data. But stocks were mostly down for the week, with the S&amp;P 500 falling 0.8%, the Dow Jones Industrial Average sliding 1.2% and the technology-heavy Nasdaq Composite eking out a 0.1% weekly gain.</p><p>&#34;We&#39;re cautious,&#34; said David Bianco, chief investment officer for the Americas at DWS, in a phone interview. &#34;We&#39;re moderately underweight equities.&#34;</p><p>Bianco expects the S&amp;P 500 will be &#34;pretty flat&#34; this year, estimating a fair value of 3,700 -- 4,000. He thinks the index may fall to the low end of that range amid worries over the U.S. debt-ceiling and the path of Fed policy, before moving back up to 4,000 at the end of 2023 &#34;if all goes fairly well.&#34;</p><p>According to Yardeni, the S&amp;P 500 will probably keep fluctuating around 4,000 through the summer, as the market needs &#34;to get a better handle on what the Fed is going to be doing for the rest of the year&#34; and the debt-ceiling debate has to be resolved before the fast-approaching deadline</p><p>The Fed has indicated for a while it wants to bring rates to a restrictive level and keep them there, he said. &#34;I think the banking crisis confirms that they got there.&#34;</p><p>Meanwhile, the Fed&#39;s senior loan officer opinion survey on bank lending practices will be released on Monday. &#34;It&#39;s hard to imagine that it shows anything but credit conditions continuing to tighten,&#34; said Yardeni. &#34;It will certainly include responses reflecting the banking crisis.&#34;</p><p>Bianco said he&#39;s been keeping an eye on the availability and cost of credit as well as &#34;how it affects the willingness of businesses to invest.&#34;</p><h3>Economy-wide recession?</h3><p>The bond market seems to be counting on a recession of at least average magnitude taking care of the U.S. inflation problem, as yields have slid recently despite the Fed hiking rates, according to Bianco.</p><p>The yield on the two-year Treasury note fell 14.4 basis points this past week to 3.920%, its largest weekly decline since the stretch ending March 17 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. On March 12, the Fed announced an emergency program to help banks meet the needs of their depositors after Silicon Valley Bank&#39;s sudden collapse.</p><p>Ten-year Treasury yields dipped almost one basis point this past week to 3.445%, declining along with two-year yields for a second straight week, according to Dow Jones Market Data.</p><p>In Bianco&#39;s view, the Fed won&#39;t cut rates unless there&#39;s a &#34;significant, unmistakable recession of greater-than-average magnitude with rapid deterioration in the labor force.&#34; He described an average U.S. recession as having a 2% peak-to-trough contraction in gross domestic product over about a year.</p><p>Bianco is expecting a &#34;shallow&#34; recession to begin some time in 2023. &#34;To me, the most constructive outlook is the Fed not having to do anything for the rest of the year,&#34; he said. Rate cuts by year-end would not come with &#34;risk-friendly conditions,&#34; warned Bianco. &#34;If that occurs, get out of the way.&#34;</p><h3>Rolling recession?</h3><p>There&#39;s &#34;a great deal of pessimism out there&#34; about the U.S. economic outlook, according to Yardeni, who said he tends to be more &#34;optimistic.&#34;</p><p>He thinks the U.S. has been in &#34;a rolling recession, where different industries have been hit at different times by recessionary pressures,&#34; as opposed to an economy-wide contraction that many investors are fearing this year.</p><p>&#34;We&#39;ve been kind of rolling through one, without the kind of dire consequences that an economy-wide recession would have,&#34; said Yardeni.</p><p>For example, the rolling recession hit the single-family housing market last year as the Fed began raising rates, but multi-family housing remained &#34;quite strong,&#34; he said. Then retailers saw a recession after being stuck with inventory following consumers&#39; &#34;buying binge&#34; for goods during the pandemic before shifting their spending to services.</p><p>&#34;The labor market remains strong because the service economy has done really well,&#34; he said.</p><p>The unemployment rate in the U.S. remains historically low, dipping to 3.4% in April, according to a report Friday from the U.S. Bureau of Labor Statistics. The U.S. economy added 253,000 jobs last month, exceeding the forecast from economists polled by The Wall Street Journal, while wages rose.</p><p>Investors will get a reading on April inflation next week, with data from the consumer-price index due out on Wednesday. The previous monthly measure from the consumer-price index showed that inflation in March was sticky.</p><p>&#34;Sure, we&#39;re off the highs, but it&#39;s still too high for too long,&#34; said Bianco.</p><h3>Fed&#39;s &#39;credibility issue&#39;</h3><p>Yardeni sees the Fed having &#34;this credibility issue that they&#39;re obsessed about&#34; after taking too long to raise rates to fight inflation. It was &#34;an embarrassment to them that they let the inflation genie out of the bottle without responding faster,&#34; he said. &#34;Now I think they want to be tough,&#34; said Yardeni, so &#34;they&#39;re going to do whatever it takes to bring inflation down.&#34;</p><p>Meanwhile, fed-funds futures and the yield on the two-year Treasury note are &#34;screaming that interest rates are going to be heading down over the next year,&#34; said Yardeni. On Friday, traders in fed-funds futures were largely expecting the Fed to pause its interest-rate hikes at its June policy meeting, while betting on rate cuts in the second half of the year, according to the CME FedWatch Tool.</p><p>&#34;Financial stability concerns are going to be an issue at some point, and there is going to be some sort of tightening in credit conditions and standards,&#34; said John Madziyire, head of U.S. Treasurys and TIPS at Vanguard Group in a phone interview. He expects &#34;the Fed is close to the end&#34; of its rate hiking cycle.</p><h3>&#39;Powell&#39;s Plateau&#39;</h3><p>Yardeni says his estimation of a 40% chance of a hard landing acknowledges he has perceived the Fed could break something in the financial system with its aggressive rate increases. The regional-bank failures in mid-March and the start of May seem signs of the Fed having finally broken something, but the central bank continued raising rates later that month and again this past week to fight inflation.</p><p>The Fed has done &#34;a pretty good job&#34; containing the banking crisis, partly through its emergency bank term funding program created in mid-March, Yardeni said. He expects the central bank will now pause its rate hikes but might not have to cut them this year as an economy-wide recession may not be imminent.</p><p>&#34;They&#39;re going to try and achieve Powell&#39;s plateau,&#34; potentially keeping the Fed&#39;s benchmark rate at the current level for a while, he said. &#34;I think that overtime, that will, in fact, help to bring inflation down without causing a recession.&#34;</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. Markets Fear Recession and See Interest Rate Cuts Ahead As Fed Loan Survey Looms</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. Markets Fear Recession and See Interest Rate Cuts Ahead As Fed Loan Survey Looms\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\">2023-05-08 14:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some investors see a hard landing for the U.S. economy this year resulting from the sharply higher interest rates engineered by the Federal Reserve to quell inflation and tighter credit conditions in the wake of regional bank sector stress, while others note that consumer spending and employment growth remains healthy, but the Federal Reserve&#39;s loan officer survey due this week may provide more clarity on which view is more accurate.</p><p>&#34;The last two rate hikes were nuts, to be blunt,&#34; said Edward Yardeni, president of Yardeni Research, in a phone interview. The Fed &#34;could really cause a problem coming and going.&#34;</p><p>Concerns still swirl around the banking industry after the failure of Silicon Valley, Signature Bank and First Republic Bank in the past two months and the bond market is expressing the view that the Fed will have to cut interest rates as a result, despite Fed Chair Jerome Powell pushing back on that notion on May 3, the day it announced a 10th straight increase in rates.</p><p>&#34;He did his utmost to convince market participants that the Fed is not going to be lowering interest rates, but will probably keep them where they are for a while,&#34; said Yardeni. &#34;The market&#39;s anticipating a hard landing.&#34;</p><p>But &#34;I&#39;m anticipating a soft landing that will allow the Fed to maintain the fed-funds rate&#34; at the current level possibly through the end of the year, said Yardeni. The federal-funds rate is now at a target range of 5% to 5.25%, after the central bank&#39;s rate hike of a quarter point on May 3.</p><p>&#34;If they just stop here,&#34; he said, &#34;all hope isn&#39;t lost.&#34;</p><p>Yardeni, who sees a 60% chance of a soft-landing scenario and a 40% probability of a hard landing, expects the stock market to be higher by year-end. In his view, October 12 marked the bear-market low for the S&amp;P 500 index, which he said could finish 2023 at 4,600. That&#39;s about 11% above Friday&#39;s close.</p><p>The U.S. stock market ended sharply higher Friday, with the S&amp;P 500 closing at 4,136 for a year-to-date gain of 7.7%, according to FactSet data. But stocks were mostly down for the week, with the S&amp;P 500 falling 0.8%, the Dow Jones Industrial Average sliding 1.2% and the technology-heavy Nasdaq Composite eking out a 0.1% weekly gain.</p><p>&#34;We&#39;re cautious,&#34; said David Bianco, chief investment officer for the Americas at DWS, in a phone interview. &#34;We&#39;re moderately underweight equities.&#34;</p><p>Bianco expects the S&amp;P 500 will be &#34;pretty flat&#34; this year, estimating a fair value of 3,700 -- 4,000. He thinks the index may fall to the low end of that range amid worries over the U.S. debt-ceiling and the path of Fed policy, before moving back up to 4,000 at the end of 2023 &#34;if all goes fairly well.&#34;</p><p>According to Yardeni, the S&amp;P 500 will probably keep fluctuating around 4,000 through the summer, as the market needs &#34;to get a better handle on what the Fed is going to be doing for the rest of the year&#34; and the debt-ceiling debate has to be resolved before the fast-approaching deadline</p><p>The Fed has indicated for a while it wants to bring rates to a restrictive level and keep them there, he said. &#34;I think the banking crisis confirms that they got there.&#34;</p><p>Meanwhile, the Fed&#39;s senior loan officer opinion survey on bank lending practices will be released on Monday. &#34;It&#39;s hard to imagine that it shows anything but credit conditions continuing to tighten,&#34; said Yardeni. &#34;It will certainly include responses reflecting the banking crisis.&#34;</p><p>Bianco said he&#39;s been keeping an eye on the availability and cost of credit as well as &#34;how it affects the willingness of businesses to invest.&#34;</p><h3>Economy-wide recession?</h3><p>The bond market seems to be counting on a recession of at least average magnitude taking care of the U.S. inflation problem, as yields have slid recently despite the Fed hiking rates, according to Bianco.</p><p>The yield on the two-year Treasury note fell 14.4 basis points this past week to 3.920%, its largest weekly decline since the stretch ending March 17 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. On March 12, the Fed announced an emergency program to help banks meet the needs of their depositors after Silicon Valley Bank&#39;s sudden collapse.</p><p>Ten-year Treasury yields dipped almost one basis point this past week to 3.445%, declining along with two-year yields for a second straight week, according to Dow Jones Market Data.</p><p>In Bianco&#39;s view, the Fed won&#39;t cut rates unless there&#39;s a &#34;significant, unmistakable recession of greater-than-average magnitude with rapid deterioration in the labor force.&#34; He described an average U.S. recession as having a 2% peak-to-trough contraction in gross domestic product over about a year.</p><p>Bianco is expecting a &#34;shallow&#34; recession to begin some time in 2023. &#34;To me, the most constructive outlook is the Fed not having to do anything for the rest of the year,&#34; he said. Rate cuts by year-end would not come with &#34;risk-friendly conditions,&#34; warned Bianco. &#34;If that occurs, get out of the way.&#34;</p><h3>Rolling recession?</h3><p>There&#39;s &#34;a great deal of pessimism out there&#34; about the U.S. economic outlook, according to Yardeni, who said he tends to be more &#34;optimistic.&#34;</p><p>He thinks the U.S. has been in &#34;a rolling recession, where different industries have been hit at different times by recessionary pressures,&#34; as opposed to an economy-wide contraction that many investors are fearing this year.</p><p>&#34;We&#39;ve been kind of rolling through one, without the kind of dire consequences that an economy-wide recession would have,&#34; said Yardeni.</p><p>For example, the rolling recession hit the single-family housing market last year as the Fed began raising rates, but multi-family housing remained &#34;quite strong,&#34; he said. Then retailers saw a recession after being stuck with inventory following consumers&#39; &#34;buying binge&#34; for goods during the pandemic before shifting their spending to services.</p><p>&#34;The labor market remains strong because the service economy has done really well,&#34; he said.</p><p>The unemployment rate in the U.S. remains historically low, dipping to 3.4% in April, according to a report Friday from the U.S. Bureau of Labor Statistics. The U.S. economy added 253,000 jobs last month, exceeding the forecast from economists polled by The Wall Street Journal, while wages rose.</p><p>Investors will get a reading on April inflation next week, with data from the consumer-price index due out on Wednesday. The previous monthly measure from the consumer-price index showed that inflation in March was sticky.</p><p>&#34;Sure, we&#39;re off the highs, but it&#39;s still too high for too long,&#34; said Bianco.</p><h3>Fed&#39;s &#39;credibility issue&#39;</h3><p>Yardeni sees the Fed having &#34;this credibility issue that they&#39;re obsessed about&#34; after taking too long to raise rates to fight inflation. It was &#34;an embarrassment to them that they let the inflation genie out of the bottle without responding faster,&#34; he said. &#34;Now I think they want to be tough,&#34; said Yardeni, so &#34;they&#39;re going to do whatever it takes to bring inflation down.&#34;</p><p>Meanwhile, fed-funds futures and the yield on the two-year Treasury note are &#34;screaming that interest rates are going to be heading down over the next year,&#34; said Yardeni. On Friday, traders in fed-funds futures were largely expecting the Fed to pause its interest-rate hikes at its June policy meeting, while betting on rate cuts in the second half of the year, according to the CME FedWatch Tool.</p><p>&#34;Financial stability concerns are going to be an issue at some point, and there is going to be some sort of tightening in credit conditions and standards,&#34; said John Madziyire, head of U.S. Treasurys and TIPS at Vanguard Group in a phone interview. He expects &#34;the Fed is close to the end&#34; of its rate hiking cycle.</p><h3>&#39;Powell&#39;s Plateau&#39;</h3><p>Yardeni says his estimation of a 40% chance of a hard landing acknowledges he has perceived the Fed could break something in the financial system with its aggressive rate increases. The regional-bank failures in mid-March and the start of May seem signs of the Fed having finally broken something, but the central bank continued raising rates later that month and again this past week to fight inflation.</p><p>The Fed has done &#34;a pretty good job&#34; containing the banking crisis, partly through its emergency bank term funding program created in mid-March, Yardeni said. He expects the central bank will now pause its rate hikes but might not have to cut them this year as an economy-wide recession may not be imminent.</p><p>&#34;They&#39;re going to try and achieve Powell&#39;s plateau,&#34; potentially keeping the Fed&#39;s benchmark rate at the current level for a while, he said. &#34;I think that overtime, that will, in fact, help to bring inflation down without causing a recession.&#34;</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":"2333425404","content_text":"Some investors see a hard landing for the U.S. economy this year resulting from the sharply higher interest rates engineered by the Federal Reserve to quell inflation and tighter credit conditions in the wake of regional bank sector stress, while others note that consumer spending and employment growth remains healthy, but the Federal Reserve's loan officer survey due this week may provide more clarity on which view is more accurate.\"The last two rate hikes were nuts, to be blunt,\" said Edward Yardeni, president of Yardeni Research, in a phone interview. The Fed \"could really cause a problem coming and going.\"Concerns still swirl around the banking industry after the failure of Silicon Valley, Signature Bank and First Republic Bank in the past two months and the bond market is expressing the view that the Fed will have to cut interest rates as a result, despite Fed Chair Jerome Powell pushing back on that notion on May 3, the day it announced a 10th straight increase in rates.\"He did his utmost to convince market participants that the Fed is not going to be lowering interest rates, but will probably keep them where they are for a while,\" said Yardeni. \"The market's anticipating a hard landing.\"But \"I'm anticipating a soft landing that will allow the Fed to maintain the fed-funds rate\" at the current level possibly through the end of the year, said Yardeni. The federal-funds rate is now at a target range of 5% to 5.25%, after the central bank's rate hike of a quarter point on May 3.\"If they just stop here,\" he said, \"all hope isn't lost.\"Yardeni, who sees a 60% chance of a soft-landing scenario and a 40% probability of a hard landing, expects the stock market to be higher by year-end. In his view, October 12 marked the bear-market low for the S&P 500 index, which he said could finish 2023 at 4,600. That's about 11% above Friday's close.The U.S. stock market ended sharply higher Friday, with the S&P 500 closing at 4,136 for a year-to-date gain of 7.7%, according to FactSet data. But stocks were mostly down for the week, with the S&P 500 falling 0.8%, the Dow Jones Industrial Average sliding 1.2% and the technology-heavy Nasdaq Composite eking out a 0.1% weekly gain.\"We're cautious,\" said David Bianco, chief investment officer for the Americas at DWS, in a phone interview. \"We're moderately underweight equities.\"Bianco expects the S&P 500 will be \"pretty flat\" this year, estimating a fair value of 3,700 -- 4,000. He thinks the index may fall to the low end of that range amid worries over the U.S. debt-ceiling and the path of Fed policy, before moving back up to 4,000 at the end of 2023 \"if all goes fairly well.\"According to Yardeni, the S&P 500 will probably keep fluctuating around 4,000 through the summer, as the market needs \"to get a better handle on what the Fed is going to be doing for the rest of the year\" and the debt-ceiling debate has to be resolved before the fast-approaching deadlineThe Fed has indicated for a while it wants to bring rates to a restrictive level and keep them there, he said. \"I think the banking crisis confirms that they got there.\"Meanwhile, the Fed's senior loan officer opinion survey on bank lending practices will be released on Monday. \"It's hard to imagine that it shows anything but credit conditions continuing to tighten,\" said Yardeni. \"It will certainly include responses reflecting the banking crisis.\"Bianco said he's been keeping an eye on the availability and cost of credit as well as \"how it affects the willingness of businesses to invest.\"Economy-wide recession?The bond market seems to be counting on a recession of at least average magnitude taking care of the U.S. inflation problem, as yields have slid recently despite the Fed hiking rates, according to Bianco.The yield on the two-year Treasury note fell 14.4 basis points this past week to 3.920%, its largest weekly decline since the stretch ending March 17 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. On March 12, the Fed announced an emergency program to help banks meet the needs of their depositors after Silicon Valley Bank's sudden collapse.Ten-year Treasury yields dipped almost one basis point this past week to 3.445%, declining along with two-year yields for a second straight week, according to Dow Jones Market Data.In Bianco's view, the Fed won't cut rates unless there's a \"significant, unmistakable recession of greater-than-average magnitude with rapid deterioration in the labor force.\" He described an average U.S. recession as having a 2% peak-to-trough contraction in gross domestic product over about a year.Bianco is expecting a \"shallow\" recession to begin some time in 2023. \"To me, the most constructive outlook is the Fed not having to do anything for the rest of the year,\" he said. Rate cuts by year-end would not come with \"risk-friendly conditions,\" warned Bianco. \"If that occurs, get out of the way.\"Rolling recession?There's \"a great deal of pessimism out there\" about the U.S. economic outlook, according to Yardeni, who said he tends to be more \"optimistic.\"He thinks the U.S. has been in \"a rolling recession, where different industries have been hit at different times by recessionary pressures,\" as opposed to an economy-wide contraction that many investors are fearing this year.\"We've been kind of rolling through one, without the kind of dire consequences that an economy-wide recession would have,\" said Yardeni.For example, the rolling recession hit the single-family housing market last year as the Fed began raising rates, but multi-family housing remained \"quite strong,\" he said. Then retailers saw a recession after being stuck with inventory following consumers' \"buying binge\" for goods during the pandemic before shifting their spending to services.\"The labor market remains strong because the service economy has done really well,\" he said.The unemployment rate in the U.S. remains historically low, dipping to 3.4% in April, according to a report Friday from the U.S. Bureau of Labor Statistics. The U.S. economy added 253,000 jobs last month, exceeding the forecast from economists polled by The Wall Street Journal, while wages rose.Investors will get a reading on April inflation next week, with data from the consumer-price index due out on Wednesday. The previous monthly measure from the consumer-price index showed that inflation in March was sticky.\"Sure, we're off the highs, but it's still too high for too long,\" said Bianco.Fed's 'credibility issue'Yardeni sees the Fed having \"this credibility issue that they're obsessed about\" after taking too long to raise rates to fight inflation. It was \"an embarrassment to them that they let the inflation genie out of the bottle without responding faster,\" he said. \"Now I think they want to be tough,\" said Yardeni, so \"they're going to do whatever it takes to bring inflation down.\"Meanwhile, fed-funds futures and the yield on the two-year Treasury note are \"screaming that interest rates are going to be heading down over the next year,\" said Yardeni. On Friday, traders in fed-funds futures were largely expecting the Fed to pause its interest-rate hikes at its June policy meeting, while betting on rate cuts in the second half of the year, according to the CME FedWatch Tool.\"Financial stability concerns are going to be an issue at some point, and there is going to be some sort of tightening in credit conditions and standards,\" said John Madziyire, head of U.S. Treasurys and TIPS at Vanguard Group in a phone interview. He expects \"the Fed is close to the end\" of its rate hiking cycle.'Powell's Plateau'Yardeni says his estimation of a 40% chance of a hard landing acknowledges he has perceived the Fed could break something in the financial system with its aggressive rate increases. The regional-bank failures in mid-March and the start of May seem signs of the Fed having finally broken something, but the central bank continued raising rates later that month and again this past week to fight inflation.The Fed has done \"a pretty good job\" containing the banking crisis, partly through its emergency bank term funding program created in mid-March, Yardeni said. He expects the central bank will now pause its rate hikes but might not have to cut them this year as an economy-wide recession may not be imminent.\"They're going to try and achieve Powell's plateau,\" potentially keeping the Fed's benchmark rate at the current level for a while, he said. \"I think that overtime, that will, in fact, help to bring inflation down without causing a recession.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947459731,"gmtCreate":1683528255424,"gmtModify":1683528259349,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"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/9947459731","repostId":"2333442688","repostType":2,"repost":{"id":"2333442688","pubTimestamp":1683517837,"share":"https://www.laohu8.com/m/news/2333442688?lang=&edition=full","pubTime":"2023-05-08 11:50","market":"us","language":"en","title":"AI Could Be a $14 Trillion Opportunity by 2030: Here Are 2 No-Brainer Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2333442688","media":"Motley Fool","summary":"The future looks bright for all of these AI-powered stocks.","content":"<html><head></head><body><p>This year has seen windfall gains for several artificial intelligence (AI) companies and start-ups. The launch of OpenAI&#39;s ChatGPT and the rapid expansion of its user base (100 million active monthly users in January) triggered an intense race in the tech sector to rapidly explore and commercialize AI capabilities. Ark Investment Management&#39;s Big Ideas 2023 report claims that AI software can earn up to $14 trillion in revenues by 2030.</p><p>Despite all the excitement, it makes sense for retail investors to take a step back and learn to differentiate fantasy from reality. Betting on companies with unproven AI projects and technologies seems to be a risky proposition. Instead, opting for well-established companies with proven AI technologies can be an excellent way to tap into the $14 trillion AI revolution.</p><p>With that in mind, here&#39;s why <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a> can prove to be top-notch AI stocks for long-term investors.</p><h2><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Once known mostly for its office-productivity software and industry-leading applications such as Word, Excel, and Powerpoint, Microsoft successfully established itself as a prominent cloud-infrastructure provider. According to Synergy Research estimates, Microsoft&#39;s Azure accounted for a 23% share of the global cloud infrastructure services market in the first quarter of 2023, two percentage points higher since the third quarter of 2022. Azure has been gradually diminishing Amazon&#39;s advantage, which saw <strong>Amazon</strong> Web Services&#39; (AWS) market share drop by a percentage point from 34% to 33% in the same time frame.</p><p>Thanks to the partnership with OpenAI, Microsoft is focusing on strengthening its existing offerings by adding generative AI capabilities. The company launched a ChatGPT-integrated version of its Bing search engine (with improved search results), which is making rapid inroads in the internet search market. Microsoft integrated AI tools in its suite of office software to improve productivity and user experience. Finally, Microsoft&#39;s Azure cloud platform now offers a range of services, including AI-powered accessibility solutions and AI-as-a-Service (processing and storage power, framework, and other infrastructure) for clients to build and run their own AI and machine-learning applications.</p><p>While the actual monetization potential of these AI capabilities is not yet apparent, Microsoft&#39;s recent quarterly performance (ending March 31, 2023) raises hopes. The company&#39;s revenues rose by 7% year over year to $52.9 billion, driven by robust growth in AI-driven areas such as cloud and productivity and business processes. Net income is also up by 9% year over year to $18.3 billion.</p><p>Microsoft is currently trading at 33 times earnings, significantly higher than the <strong>Nasdaq Composite&#39;s</strong> price-to-earnings (P/E) ratio of 20.5. While the company may seem relatively expensive, the premium valuation is justified. Unlike many technology companies that make the Nasdaq Composite index, Microsoft is a highly profitable company that returns significant value to shareholders as dividends and share repurchases. Microsoft is also at the forefront of the ongoing AI revolution. Hence, I consider this a smart pick for May 2023.</p><h2><a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a></h2><p>It&#39;s no secret that Intuitive Surgical is a leader in the minimally invasive robotic-assisted surgery space. While the decline in the volume of elective surgeries in the early days of the Covid-19 outbreak and subsequent supply chain challenges affected the company&#39;s financials in the short run, this medical device player has mostly recovered from the shock.</p><p>Intuitive Surgical&#39;s da Vinci Surgical platform leverages the power of AI and machine learning to analyze data about previously performed procedures and generate insights. This helps surgeons improve pre-surgical planning as well as decision-making during an operation, which in turn leads to better patient outcomes. The company plans to use AI for a range of other activities, such as training medical students and residents and selecting the best patient candidates for surgery.</p><p>The recent investment of $12.9 million in Kela Health, a platform that uses AI to reduce surgical complications, is expected to further add to the company&#39;s AI capabilities in the medtech space.</p><p>Intuitive Surgical reported impressive Q1 (ending March 31, 2023) results despite foreign-exchange headwinds and COVID-19-related disruptions in China. Revenues and earnings surpassed consensus estimates, driven mainly by a 26% year-over-year jump in da Vinci procedure volume. The company&#39;s installed base grew by 12% year over year to 7,779 da Vinci systems.</p><p>Intuitive Surgical is trading at nearly 82 times earnings, while the U.S. medical equipment industry is trading at a P/E multiple of 74. However, the premium valuation seems justified considering da Vinci&#39;s large installed base and the success of its razor-and-blade business model. The sale of a new da Vinci system not only brings in upfront revenues but also significant recurring revenues for the accessories and disposables used by these machines. The company&#39;s AI-driven robotic surgery system also benefits from high switching costs. Hence, with Intuitive Surgical well positioned to maintain its market-leading position in the coming years, investors can consider picking this stock in May 2023.</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>AI Could Be a $14 Trillion Opportunity by 2030: Here Are 2 No-Brainer Stocks to Buy 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\">\nAI Could Be a $14 Trillion Opportunity by 2030: Here Are 2 No-Brainer Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-08 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/07/ai-could-be-a-14-trillion-opportunity-by-2030-here/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This year has seen windfall gains for several artificial intelligence (AI) companies and start-ups. The launch of OpenAI's ChatGPT and the rapid expansion of its user base (100 million active monthly ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/07/ai-could-be-a-14-trillion-opportunity-by-2030-here/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ISRG":"直觉外科公司","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2023/05/07/ai-could-be-a-14-trillion-opportunity-by-2030-here/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2333442688","content_text":"This year has seen windfall gains for several artificial intelligence (AI) companies and start-ups. The launch of OpenAI's ChatGPT and the rapid expansion of its user base (100 million active monthly users in January) triggered an intense race in the tech sector to rapidly explore and commercialize AI capabilities. Ark Investment Management's Big Ideas 2023 report claims that AI software can earn up to $14 trillion in revenues by 2030.Despite all the excitement, it makes sense for retail investors to take a step back and learn to differentiate fantasy from reality. Betting on companies with unproven AI projects and technologies seems to be a risky proposition. Instead, opting for well-established companies with proven AI technologies can be an excellent way to tap into the $14 trillion AI revolution.With that in mind, here's why Microsoft and Intuitive Surgical can prove to be top-notch AI stocks for long-term investors.MicrosoftOnce known mostly for its office-productivity software and industry-leading applications such as Word, Excel, and Powerpoint, Microsoft successfully established itself as a prominent cloud-infrastructure provider. According to Synergy Research estimates, Microsoft's Azure accounted for a 23% share of the global cloud infrastructure services market in the first quarter of 2023, two percentage points higher since the third quarter of 2022. Azure has been gradually diminishing Amazon's advantage, which saw Amazon Web Services' (AWS) market share drop by a percentage point from 34% to 33% in the same time frame.Thanks to the partnership with OpenAI, Microsoft is focusing on strengthening its existing offerings by adding generative AI capabilities. The company launched a ChatGPT-integrated version of its Bing search engine (with improved search results), which is making rapid inroads in the internet search market. Microsoft integrated AI tools in its suite of office software to improve productivity and user experience. Finally, Microsoft's Azure cloud platform now offers a range of services, including AI-powered accessibility solutions and AI-as-a-Service (processing and storage power, framework, and other infrastructure) for clients to build and run their own AI and machine-learning applications.While the actual monetization potential of these AI capabilities is not yet apparent, Microsoft's recent quarterly performance (ending March 31, 2023) raises hopes. The company's revenues rose by 7% year over year to $52.9 billion, driven by robust growth in AI-driven areas such as cloud and productivity and business processes. Net income is also up by 9% year over year to $18.3 billion.Microsoft is currently trading at 33 times earnings, significantly higher than the Nasdaq Composite's price-to-earnings (P/E) ratio of 20.5. While the company may seem relatively expensive, the premium valuation is justified. Unlike many technology companies that make the Nasdaq Composite index, Microsoft is a highly profitable company that returns significant value to shareholders as dividends and share repurchases. Microsoft is also at the forefront of the ongoing AI revolution. Hence, I consider this a smart pick for May 2023.Intuitive SurgicalIt's no secret that Intuitive Surgical is a leader in the minimally invasive robotic-assisted surgery space. While the decline in the volume of elective surgeries in the early days of the Covid-19 outbreak and subsequent supply chain challenges affected the company's financials in the short run, this medical device player has mostly recovered from the shock.Intuitive Surgical's da Vinci Surgical platform leverages the power of AI and machine learning to analyze data about previously performed procedures and generate insights. This helps surgeons improve pre-surgical planning as well as decision-making during an operation, which in turn leads to better patient outcomes. The company plans to use AI for a range of other activities, such as training medical students and residents and selecting the best patient candidates for surgery.The recent investment of $12.9 million in Kela Health, a platform that uses AI to reduce surgical complications, is expected to further add to the company's AI capabilities in the medtech space.Intuitive Surgical reported impressive Q1 (ending March 31, 2023) results despite foreign-exchange headwinds and COVID-19-related disruptions in China. Revenues and earnings surpassed consensus estimates, driven mainly by a 26% year-over-year jump in da Vinci procedure volume. The company's installed base grew by 12% year over year to 7,779 da Vinci systems.Intuitive Surgical is trading at nearly 82 times earnings, while the U.S. medical equipment industry is trading at a P/E multiple of 74. However, the premium valuation seems justified considering da Vinci's large installed base and the success of its razor-and-blade business model. The sale of a new da Vinci system not only brings in upfront revenues but also significant recurring revenues for the accessories and disposables used by these machines. The company's AI-driven robotic surgery system also benefits from high switching costs. Hence, with Intuitive Surgical well positioned to maintain its market-leading position in the coming years, investors can consider picking this stock in May 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992976429,"gmtCreate":1661256467864,"gmtModify":1676536483456,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a>ok","listText":"<a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a>ok","text":"$Adobe(ADBE)$ok","images":[{"img":"https://community-static.tradeup.com/news/d4a5b8383fd86ae5501f2beeeff7b3c2","width":"1080","height":"1576"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992976429","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993442540,"gmtCreate":1660723206182,"gmtModify":1676536387059,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>ok","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>ok","text":"$Tesla Motors(TSLA)$ok","images":[{"img":"https://community-static.tradeup.com/news/0d73fa76b3885f0ec75b59c2ac3ef966","width":"1080","height":"1937"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993442540","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9900432857,"gmtCreate":1658747863279,"gmtModify":1676536201087,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>ok","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>ok","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ok","images":[{"img":"https://community-static.tradeup.com/news/0d069499b45602b97c2dea7cc0c20ac1","width":"1080","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900432857","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9074745234,"gmtCreate":1658417088328,"gmtModify":1676536155682,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"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/9074745234","repostId":"1146734237","repostType":4,"repost":{"id":"1146734237","pubTimestamp":1658416042,"share":"https://www.laohu8.com/m/news/1146734237?lang=&edition=full","pubTime":"2022-07-21 23:07","market":"us","language":"en","title":"Palantir Q2'22 Preview: What Investors Can Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=1146734237","media":"seekingalpha","summary":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite go","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir will report its second quarter in three weeks.</li><li>Recent contract wins could reignite government-sourced revenue growth going forward.</li><li>Most important figures for Q2&#39;22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1337a14721b40a7c4630848fd86793c9\" tg-width=\"1080\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p>In less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.</p><p><b>Palantir’s Q2’22: Guidance versus expectations</b></p><p>For the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.</p><p>Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae0d8c2bc654db934a8c0659f605d0ee\" tg-width=\"968\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p><b>Customer monetization could make a difference for Palantir</b></p><p>While new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.</p><p>Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36d0079b19aac177847fce51c57c44ed\" tg-width=\"1280\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>My expectations for Palantir’s Q2’22 are:</p><ul><li>136-140% year over year US commercial revenue growth, sixth straight quarter of top line acceleration</li><li>A total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accounts</li><li>Commercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2&#39;22</li><li>Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentum</li><li>Continual quarter over quarter growth in ACV (average account value) and billings</li></ul><p>Average revenue for the largest 20 customers grew 24% year over year to $45M in Q1&#39;22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.</p><p><b>Low EPS expectations</b></p><p>In each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.</p><p>For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn&#39;t expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/911bd934e283be62ffc078fb5f474986\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>New U.S. Army Contract Win</b></p><p>Just before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.</p><p><b>Risks with Palantir</b></p><p>The two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.</p><p>What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.</p><p><b>Final thoughts</b></p><p>Palantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!</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>Palantir Q2'22 Preview: What Investors Can Expect</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 Q2'22 Preview: What Investors Can Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 23:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146734237","content_text":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.Michael ViIn less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.Palantir’s Q2’22: Guidance versus expectationsFor the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.PalantirCustomer monetization could make a difference for PalantirWhile new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.PalantirMy expectations for Palantir’s Q2’22 are:136-140% year over year US commercial revenue growth, sixth straight quarter of top line accelerationA total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accountsCommercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2'22Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentumContinual quarter over quarter growth in ACV (average account value) and billingsAverage revenue for the largest 20 customers grew 24% year over year to $45M in Q1'22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.Low EPS expectationsIn each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn't expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.Seeking AlphaNew U.S. Army Contract WinJust before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.Risks with PalantirThe two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.Final thoughtsPalantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074742712,"gmtCreate":1658417035237,"gmtModify":1676536155683,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U14.SI\">$UOL GROUP LIMITED(U14.SI)$</a>ok","listText":"<a href=\"https://ttm.financial/S/U14.SI\">$UOL GROUP LIMITED(U14.SI)$</a>ok","text":"$UOL GROUP LIMITED(U14.SI)$ok","images":[{"img":"https://community-static.tradeup.com/news/895bed2294295099a1406b68d8a7d314","width":"1080","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074742712","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9075488613,"gmtCreate":1658241294332,"gmtModify":1676536127166,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075488613","repostId":"9075506059","repostType":1,"repost":{"id":9075506059,"gmtCreate":1658216849971,"gmtModify":1676536123598,"author":{"id":"3559349232291673","authorId":"3559349232291673","name":"teckwei","avatar":"https://community-static.tradeup.com/news/47b57925d31c860003f28b391be4a0dd","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>abcd","listText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>abcd","text":"$Citigroup(C)$abcd","images":[{"img":"https://community-static.tradeup.com/news/7f5ac3049767a3c984bef78273dd9ace","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075506059","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075489852,"gmtCreate":1658241095776,"gmtModify":1676536127072,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RBLX\">$Roblox 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href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a>ok","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$ok","images":[{"img":"https://community-static.tradeup.com/news/f3c50ee680f6ebf02f0b6b75a8d3bc71","width":"1080","height":"2915"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075592138","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9072581392,"gmtCreate":1658063557216,"gmtModify":1676536099999,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ENPH\">$Enphase Energy(ENPH)$</a>ok&nbsp;","listText":"<a href=\"https://ttm.financial/S/ENPH\">$Enphase Energy(ENPH)$</a>ok&nbsp;","text":"$Enphase Energy(ENPH)$ok","images":[{"img":"https://community-static.tradeup.com/news/cf4c441de146d8e3bd4e9f7e67e425b4","width":"1080","height":"3006"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072581392","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9076615891,"gmtCreate":1657843818213,"gmtModify":1676536070062,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076615891","repostId":"1161904983","repostType":2,"repost":{"id":"1161904983","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":1657842124,"share":"https://www.laohu8.com/m/news/1161904983?lang=&edition=full","pubTime":"2022-07-15 07:42","market":"us","language":"en","title":"Fed Hawks Say They Want 75 Basis Point Rate Hike in July","url":"https://stock-news.laohu8.com/highlight/detail?id=1161904983","media":"Reuters","summary":"(Reuters) - Two of the Federal Reserve's most hawkish policymakers on Thursday said they favored ano","content":"<html><head></head><body><p>(Reuters) - Two of the Federal Reserve&#39;s most hawkish policymakers on Thursday said they favored another 75-basis-point interest rate increase at the U.S. central bank&#39;s policy meeting this month, not the bigger rate hike traders had raced to price in after a report Wednesday showed inflation was accelerating.</p><p>The remarks from Fed Governor Christopher Waller and St. Louis Fed President James Bullard hit home, with markets swiftly reversing course to reflect the pair&#39;s preference, though still assigning about a 45% chance to a full percentage-point rate hike.</p><p>Waller, speaking at the Rocky Mountain Economic Summit in Victor, Idaho, said he would lean toward a larger hike if incoming data on retail sales or housing shows demand is not slowing fast enough to bring inflation down, or if inflation expectations worsened.</p><p>But, he said, &#34;markets may have gotten ahead of themselves a little bit yesterday.&#34;</p><p>Despite the &#34;major league disappointment&#34; of this week&#39;s report showing inflation rose 9.1% in June from a year earlier, an &#34;ugly&#34; number was what he had expected, and only cemented his own view that a 75-basis point rate hike at the Fed&#39;s July 26-27 meeting would be appropriate.</p><p>&#34;You don&#39;t want to, really, overdo the rate hikes,&#34; he said, noting that a three-quarters-percentage-point increase is still &#34;huge&#34; and shows the Fed is serious about bringing inflation back down to its 2% target.</p><p>&#34;Don&#39;t say, because you are not going to 100, you are not doing your job,&#34; he said.</p><p>Bullard, in an interview with Japanese financial newspaper Nikkei released on Thursday, also said that he does not back a larger increase for now.</p><p>&#34;So far, we&#39;ve framed this mostly as 50 versus 75 at this meeting,&#34; Bullard said. &#34;I think 75 has a lot of virtue to it.&#34;</p><p>Asked if the Fed&#39;s policy rate, currently in a range of 1.5-1.75%, could exceed 4% by year end, Bullard said: &#34;I suppose it&#39;s possible,&#34; but cautioned that would require data on inflation to continue coming in in &#34;an adverse way.&#34;</p><p>Waller likewise said further moves beyond July based on the data, adding that he would support restricting demand with further rate increases until core inflation, excluding volatile food and energy prices, starts to fall.</p><p>Because the labor market is very strong and data does not show signs of it weakening, he said a &#34;soft landing&#34; for the economy is &#34;very plausible&#34; and a recession -- inconceivable currently with the unemployment rate at 3.6%-- can be avoided.</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 Hawks Say They Want 75 Basis Point Rate Hike in July</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{ 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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 Hawks Say They Want 75 Basis Point Rate Hike in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-15 07:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Two of the Federal Reserve&#39;s most hawkish policymakers on Thursday said they favored another 75-basis-point interest rate increase at the U.S. central bank&#39;s policy meeting this month, not the bigger rate hike traders had raced to price in after a report Wednesday showed inflation was accelerating.</p><p>The remarks from Fed Governor Christopher Waller and St. Louis Fed President James Bullard hit home, with markets swiftly reversing course to reflect the pair&#39;s preference, though still assigning about a 45% chance to a full percentage-point rate hike.</p><p>Waller, speaking at the Rocky Mountain Economic Summit in Victor, Idaho, said he would lean toward a larger hike if incoming data on retail sales or housing shows demand is not slowing fast enough to bring inflation down, or if inflation expectations worsened.</p><p>But, he said, &#34;markets may have gotten ahead of themselves a little bit yesterday.&#34;</p><p>Despite the &#34;major league disappointment&#34; of this week&#39;s report showing inflation rose 9.1% in June from a year earlier, an &#34;ugly&#34; number was what he had expected, and only cemented his own view that a 75-basis point rate hike at the Fed&#39;s July 26-27 meeting would be appropriate.</p><p>&#34;You don&#39;t want to, really, overdo the rate hikes,&#34; he said, noting that a three-quarters-percentage-point increase is still &#34;huge&#34; and shows the Fed is serious about bringing inflation back down to its 2% target.</p><p>&#34;Don&#39;t say, because you are not going to 100, you are not doing your job,&#34; he said.</p><p>Bullard, in an interview with Japanese financial newspaper Nikkei released on Thursday, also said that he does not back a larger increase for now.</p><p>&#34;So far, we&#39;ve framed this mostly as 50 versus 75 at this meeting,&#34; Bullard said. &#34;I think 75 has a lot of virtue to it.&#34;</p><p>Asked if the Fed&#39;s policy rate, currently in a range of 1.5-1.75%, could exceed 4% by year end, Bullard said: &#34;I suppose it&#39;s possible,&#34; but cautioned that would require data on inflation to continue coming in in &#34;an adverse way.&#34;</p><p>Waller likewise said further moves beyond July based on the data, adding that he would support restricting demand with further rate increases until core inflation, excluding volatile food and energy prices, starts to fall.</p><p>Because the labor market is very strong and data does not show signs of it weakening, he said a &#34;soft landing&#34; for the economy is &#34;very plausible&#34; and a recession -- inconceivable currently with the unemployment rate at 3.6%-- can be avoided.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161904983","content_text":"(Reuters) - Two of the Federal Reserve's most hawkish policymakers on Thursday said they favored another 75-basis-point interest rate increase at the U.S. central bank's policy meeting this month, not the bigger rate hike traders had raced to price in after a report Wednesday showed inflation was accelerating.The remarks from Fed Governor Christopher Waller and St. Louis Fed President James Bullard hit home, with markets swiftly reversing course to reflect the pair's preference, though still assigning about a 45% chance to a full percentage-point rate hike.Waller, speaking at the Rocky Mountain Economic Summit in Victor, Idaho, said he would lean toward a larger hike if incoming data on retail sales or housing shows demand is not slowing fast enough to bring inflation down, or if inflation expectations worsened.But, he said, \"markets may have gotten ahead of themselves a little bit yesterday.\"Despite the \"major league disappointment\" of this week's report showing inflation rose 9.1% in June from a year earlier, an \"ugly\" number was what he had expected, and only cemented his own view that a 75-basis point rate hike at the Fed's July 26-27 meeting would be appropriate.\"You don't want to, really, overdo the rate hikes,\" he said, noting that a three-quarters-percentage-point increase is still \"huge\" and shows the Fed is serious about bringing inflation back down to its 2% target.\"Don't say, because you are not going to 100, you are not doing your job,\" he said.Bullard, in an interview with Japanese financial newspaper Nikkei released on Thursday, also said that he does not back a larger increase for now.\"So far, we've framed this mostly as 50 versus 75 at this meeting,\" Bullard said. \"I think 75 has a lot of virtue to it.\"Asked if the Fed's policy rate, currently in a range of 1.5-1.75%, could exceed 4% by year end, Bullard said: \"I suppose it's possible,\" but cautioned that would require data on inflation to continue coming in in \"an adverse way.\"Waller likewise said further moves beyond July based on the data, adding that he would support restricting demand with further rate increases until core inflation, excluding volatile food and energy prices, starts to fall.Because the labor market is very strong and data does not show signs of it weakening, he said a \"soft landing\" for the economy is \"very plausible\" and a recession -- inconceivable currently with the unemployment rate at 3.6%-- can be avoided.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073421234,"gmtCreate":1657411994128,"gmtModify":1676536002684,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>OK","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>OK","text":"$SPDR S&P 500 ETF Trust(SPY)$OK","images":[{"img":"https://community-static.tradeup.com/news/ca6e53de0d6df7ca24c696bc14825426","width":"1080","height":"3006"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073421234","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9079738734,"gmtCreate":1657240740228,"gmtModify":1676535976379,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"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/9079738734","repostId":"2249020503","repostType":4,"repost":{"id":"2249020503","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":1657238553,"share":"https://www.laohu8.com/m/news/2249020503?lang=&edition=full","pubTime":"2022-07-08 08:02","market":"us","language":"en","title":"Here's What's Driving the Tesla Stock. It's Not Elon Musk's Twins","url":"https://stock-news.laohu8.com/highlight/detail?id=2249020503","media":"Dow Jones","summary":"Shares of electric vehicle maker Tesla rose 5.53% on Thursday. Here's what's happening.Chief executi","content":"<html><head></head><body><p>Shares of electric vehicle maker Tesla rose 5.53% on Thursday. Here&#39;s what&#39;s happening.</p><p>Chief executive Elon Musk was reported to have had twins with one of his top executives in November. He and Shivon Zilis filed to have their childrens&#39; names altered at a court in Texas, Business Insider reported. Musk has nine known children.</p><p>Separately, Goldman Sachs analyst Mark Delaney said that opening up Tesla&#39;s (ticker: TSLA) charging stations to non-Tesla EVs could unlock up to $3 billion in annual sales for the company, or 75 cents in per-share earnings, equivalent to about 5% of 2023 estimated earnings.</p><p>There are about 136,000 electric charging points in the U.S., of which only about 25,000 are fast ports. Tesla has more than 50% of those. While opening them up to other cars might help other car makers&#39; sales, an open network would also bolster adoption of EVs and lead to higher sales for Tesla as well.</p><p>Tesla shares have dropped more than 30% this year, hurt by a broad market selloff as the Federal Reserve started raising interest rates. They have also been affected by Musk&#39;s offer to buy social media site Twitter for $44 billion and production problems in China.</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>Here's What's Driving the Tesla Stock. It's Not Elon Musk's Twins</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's What's Driving the Tesla Stock. It's Not Elon Musk's Twins\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-08 08:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of electric vehicle maker Tesla rose 5.53% on Thursday. Here&#39;s what&#39;s happening.</p><p>Chief executive Elon Musk was reported to have had twins with one of his top executives in November. He and Shivon Zilis filed to have their childrens&#39; names altered at a court in Texas, Business Insider reported. Musk has nine known children.</p><p>Separately, Goldman Sachs analyst Mark Delaney said that opening up Tesla&#39;s (ticker: TSLA) charging stations to non-Tesla EVs could unlock up to $3 billion in annual sales for the company, or 75 cents in per-share earnings, equivalent to about 5% of 2023 estimated earnings.</p><p>There are about 136,000 electric charging points in the U.S., of which only about 25,000 are fast ports. Tesla has more than 50% of those. While opening them up to other cars might help other car makers&#39; sales, an open network would also bolster adoption of EVs and lead to higher sales for Tesla as well.</p><p>Tesla shares have dropped more than 30% this year, hurt by a broad market selloff as the Federal Reserve started raising interest rates. They have also been affected by Musk&#39;s offer to buy social media site Twitter for $44 billion and production problems in China.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249020503","content_text":"Shares of electric vehicle maker Tesla rose 5.53% on Thursday. Here's what's happening.Chief executive Elon Musk was reported to have had twins with one of his top executives in November. He and Shivon Zilis filed to have their childrens' names altered at a court in Texas, Business Insider reported. Musk has nine known children.Separately, Goldman Sachs analyst Mark Delaney said that opening up Tesla's (ticker: TSLA) charging stations to non-Tesla EVs could unlock up to $3 billion in annual sales for the company, or 75 cents in per-share earnings, equivalent to about 5% of 2023 estimated earnings.There are about 136,000 electric charging points in the U.S., of which only about 25,000 are fast ports. Tesla has more than 50% of those. While opening them up to other cars might help other car makers' sales, an open network would also bolster adoption of EVs and lead to higher sales for Tesla as well.Tesla shares have dropped more than 30% this year, hurt by a broad market selloff as the Federal Reserve started raising interest rates. They have also been affected by Musk's offer to buy social media site Twitter for $44 billion and production problems in China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044482397,"gmtCreate":1656809206819,"gmtModify":1676535896357,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"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/9044482397","repostId":"2248897596","repostType":4,"repost":{"id":"2248897596","pubTimestamp":1656718142,"share":"https://www.laohu8.com/m/news/2248897596?lang=&edition=full","pubTime":"2022-07-02 07:29","market":"us","language":"en","title":"3 Warren Buffett Stocks to Buy Hand Over Fist in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2248897596","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a proven moneymaking strategy.","content":"<html><head></head><body><p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate <b>Berkshire Hathaway</b> in 1965, the Oracle of Omaha, as he&#39;s come to be known, has created more than $610 billion in value for shareholders and delivered an aggregate return on his company&#39;s Class A shares (BRK.A) of 3,641,613%, through Dec. 31, 2021.</p><p>Even though Buffett isn&#39;t infallible, riding his coattails has been a proven recipe to outperform the benchmark <b>S&amp;P 500</b> for more than a half-century.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p><p>As we push into the second half of what&#39;s been an exceptionally volatile and challenging year for investors, several Berkshire Hathaway holdings stand out as amazing values. The following three Warren Buffett stocks can all be confidently bought hand over fist in July.</p><h2>Bank of America</h2><p>The first Buffett stock that&#39;s begging to be bought in July is money-center giant <b>Bank of America</b>.</p><p>Usually, bank stocks are an industry to avoid when the broader market is mired in a double-digit decline. However, this time is different. It&#39;s the first time ever that the U.S.&#39;s central bank has aggressively raised interest rates into a plunging stock market.</p><p>Under normal circumstances, we&#39;d expect the Federal Reserve to lower interest rates in order to spur lending and support the U.S. economy and stock market. Doing so lowers the net-interest-income-earning potential for bank stocks like BofA. But with the Fed increasing its fed funds target rate by 150 basis points in just the past three meetings, bank stocks are poised to benefit from a significant uptick in net-interest income.</p><p>Among big-bank stocks, none is more interest-sensitive than Bank of America. In April, when the company reported its first-quarter operating results, BofA noted it would generate an estimated $5.4 billion in added net-interest income with a 100-basis-point parallel shift in the interest rate yield curve. By 2022&#39;s end, we could see a 300-basis-point (or higher) jump in the fed funds rate.</p><p>Bank of America has also benefited from its consistent investments in technology and digitization. Over a three-year stretch, the number of active digital users has grown by 5 million to 42 million. More importantly, 53% of all first-quarter loan sales were completed online or via mobile app, which is up from 30% in the comparable quarter in 2019. Digital sales are considerably cheaper for the company than in-person or phone-based interactions. It&#39;s this digital push that&#39;s allowed BofA to consolidate some of its branches to lower its noninterest expenses.</p><p>If you need one more good reason to sink your teeth into Bank of America, take a closer look at its valuation. Whereas most companies are likely to endure a near-term earnings decline, BofA&#39;s earnings per share could grow by close to 20% in 2023. With shares trading close to book value and roughly eight times Wall Street&#39;s forecast earnings for the upcoming year, Bank of America just might be the best deal in Buffett&#39;s entire portfolio.</p><h2>Activision Blizzard</h2><p>A second Warren Buffett stock investors can confidently scoop up in July is gaming giant <b>Activision Blizzard</b>.</p><p>Like most tech stocks, Activision has a cloud of uncertainty following it. However, it has its own unique set of concerns beyond just historically high inflation, the rising prospect of a domestic recession, and rising interest rates closing off access to historically cheap capital. In Activision&#39;s case, it&#39;s faced multiple lawsuits covering allegations of discrimination and sexual harassment in the workplace.</p><p>To make matters worse, the company delayed the release of a number of key games expected to drive new users into its ecosystem. First-person shooter game <i>Overwatch 2</i> and action role-playing game <i>Diablo IV </i>had their respective release dates pushed back to the fourth quarter of 2022 and sometime in 2023.</p><p>However, these snafus have arguably rolled out the red carpet for opportunistic investors. For instance, the company&#39;s litigation should be resolved soon.</p><p>Activision ended March with 372 million monthly active users (MAUs). Although down from the year-ago period, MAUs tied to its King subsidiary, the home of <i>Candy Crush</i>, have held up particularly well. The upcoming releases of key games in the second half of 2022 and into 2023 should reignite MAU growth in the Activision segment.</p><p>Even more important is the fact that <b>Microsoft</b> has made a $68.7 billion all-cash offer to acquire Activision Blizzard at $95 a share. Aside from becoming even more influential in the gaming space with this deal, Microsoft plans to use Activision as a launching point to further its metaverse ambitions. The metaverse is the next iteration of the internet, which allows connected users to interact with each other and their surroundings in 3D virtual worlds.</p><p>Thus far, it doesn&#39;t appear that Activision and Microsoft have run into snags with U.S. regulators regarding the deal. This is noteworthy given that Activision Blizzard&#39;s stock ended last week below $78 a share. If Microsoft closes this deal in 2022, as anticipated, Activision shareholders could nab a quick 22% arbitrage opportunity. This is precisely why Warren Buffett&#39;s company purchased a roughly 9.5% stake in Activision.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfef5e9062efb34674bebd076d991a15\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>The Wuling Hong Guang Mini Cabrio EV. Image source: General Motors.</span></p><h2>General Motors</h2><p>A third and final Warren Buffett stock to buy hand over fist in July is automaker <b>General Motors</b>.</p><p>You could say that what can go wrong <i>has</i> gone wrong for the auto industry in 2022. Semiconductor chip shortages and COVID-19 lockdowns in select international markets, such as China, have disrupted supply chains. Historically high inflation on the materials used to make vehicles is eating into auto margins. Yet in spite of these headwinds, GM has the drive to make long-term investors richer.</p><p>After many years of waiting on the next big organic growth opportunity for auto stocks, it&#39;s finally arrived. The electrification of automobiles should result in consumers and businesses changing or upgrading vehicles for decades to come.</p><p>For its part, General Motors has spared no expense. The company anticipates spending an aggregate of $35 billion through 2025 on electric vehicles (EVs), autonomous vehicles, and batteries. It expects to have two fully dedicated battery plants up and running by the end of next year, with a goal of producing at least 1 million EVs annually in North America by 2025. In total, 30 new EVs are expected to be launched globally by the end of 2025.</p><p>Initial figures suggest there&#39;s a lot of interest in GM&#39;s EV products. When GM released its first-quarter operating results on April 26, CEO Mary Barra noted in her letter to shareholders that approximately 140,000 retail reservations for the Chevy Silverado EV had already been placed. The Silverado EV was only introduced by Barra in January 2022.</p><p>General Motors also has a real shot to become a key player in China&#39;s EV market. China is the largest auto market in the world. Aside from the fact that GM has an established presence in China -- it delivered 2.9 million vehicles in both 2020 and 2021 -- it and its joint venture partners already have the best-selling EV in the country, the Wuling Hong Guang Mini EV.</p><p>With an extensive growth opportunity on its doorstep, General Motors is an incredible deal at only five times Wall Street&#39;s forecast earnings for 2022 and 2023.</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>3 Warren Buffett Stocks to Buy Hand Over Fist in July</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks to Buy Hand Over Fist in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-02 07:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","BAC":"美国银行","GM":"通用汽车"},"source_url":"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248897596","content_text":"Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has created more than $610 billion in value for shareholders and delivered an aggregate return on his company's Class A shares (BRK.A) of 3,641,613%, through Dec. 31, 2021.Even though Buffett isn't infallible, riding his coattails has been a proven recipe to outperform the benchmark S&P 500 for more than a half-century.Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.As we push into the second half of what's been an exceptionally volatile and challenging year for investors, several Berkshire Hathaway holdings stand out as amazing values. The following three Warren Buffett stocks can all be confidently bought hand over fist in July.Bank of AmericaThe first Buffett stock that's begging to be bought in July is money-center giant Bank of America.Usually, bank stocks are an industry to avoid when the broader market is mired in a double-digit decline. However, this time is different. It's the first time ever that the U.S.'s central bank has aggressively raised interest rates into a plunging stock market.Under normal circumstances, we'd expect the Federal Reserve to lower interest rates in order to spur lending and support the U.S. economy and stock market. Doing so lowers the net-interest-income-earning potential for bank stocks like BofA. But with the Fed increasing its fed funds target rate by 150 basis points in just the past three meetings, bank stocks are poised to benefit from a significant uptick in net-interest income.Among big-bank stocks, none is more interest-sensitive than Bank of America. In April, when the company reported its first-quarter operating results, BofA noted it would generate an estimated $5.4 billion in added net-interest income with a 100-basis-point parallel shift in the interest rate yield curve. By 2022's end, we could see a 300-basis-point (or higher) jump in the fed funds rate.Bank of America has also benefited from its consistent investments in technology and digitization. Over a three-year stretch, the number of active digital users has grown by 5 million to 42 million. More importantly, 53% of all first-quarter loan sales were completed online or via mobile app, which is up from 30% in the comparable quarter in 2019. Digital sales are considerably cheaper for the company than in-person or phone-based interactions. It's this digital push that's allowed BofA to consolidate some of its branches to lower its noninterest expenses.If you need one more good reason to sink your teeth into Bank of America, take a closer look at its valuation. Whereas most companies are likely to endure a near-term earnings decline, BofA's earnings per share could grow by close to 20% in 2023. With shares trading close to book value and roughly eight times Wall Street's forecast earnings for the upcoming year, Bank of America just might be the best deal in Buffett's entire portfolio.Activision BlizzardA second Warren Buffett stock investors can confidently scoop up in July is gaming giant Activision Blizzard.Like most tech stocks, Activision has a cloud of uncertainty following it. However, it has its own unique set of concerns beyond just historically high inflation, the rising prospect of a domestic recession, and rising interest rates closing off access to historically cheap capital. In Activision's case, it's faced multiple lawsuits covering allegations of discrimination and sexual harassment in the workplace.To make matters worse, the company delayed the release of a number of key games expected to drive new users into its ecosystem. First-person shooter game Overwatch 2 and action role-playing game Diablo IV had their respective release dates pushed back to the fourth quarter of 2022 and sometime in 2023.However, these snafus have arguably rolled out the red carpet for opportunistic investors. For instance, the company's litigation should be resolved soon.Activision ended March with 372 million monthly active users (MAUs). Although down from the year-ago period, MAUs tied to its King subsidiary, the home of Candy Crush, have held up particularly well. The upcoming releases of key games in the second half of 2022 and into 2023 should reignite MAU growth in the Activision segment.Even more important is the fact that Microsoft has made a $68.7 billion all-cash offer to acquire Activision Blizzard at $95 a share. Aside from becoming even more influential in the gaming space with this deal, Microsoft plans to use Activision as a launching point to further its metaverse ambitions. The metaverse is the next iteration of the internet, which allows connected users to interact with each other and their surroundings in 3D virtual worlds.Thus far, it doesn't appear that Activision and Microsoft have run into snags with U.S. regulators regarding the deal. This is noteworthy given that Activision Blizzard's stock ended last week below $78 a share. If Microsoft closes this deal in 2022, as anticipated, Activision shareholders could nab a quick 22% arbitrage opportunity. This is precisely why Warren Buffett's company purchased a roughly 9.5% stake in Activision.The Wuling Hong Guang Mini Cabrio EV. Image source: General Motors.General MotorsA third and final Warren Buffett stock to buy hand over fist in July is automaker General Motors.You could say that what can go wrong has gone wrong for the auto industry in 2022. Semiconductor chip shortages and COVID-19 lockdowns in select international markets, such as China, have disrupted supply chains. Historically high inflation on the materials used to make vehicles is eating into auto margins. Yet in spite of these headwinds, GM has the drive to make long-term investors richer.After many years of waiting on the next big organic growth opportunity for auto stocks, it's finally arrived. The electrification of automobiles should result in consumers and businesses changing or upgrading vehicles for decades to come.For its part, General Motors has spared no expense. The company anticipates spending an aggregate of $35 billion through 2025 on electric vehicles (EVs), autonomous vehicles, and batteries. It expects to have two fully dedicated battery plants up and running by the end of next year, with a goal of producing at least 1 million EVs annually in North America by 2025. In total, 30 new EVs are expected to be launched globally by the end of 2025.Initial figures suggest there's a lot of interest in GM's EV products. When GM released its first-quarter operating results on April 26, CEO Mary Barra noted in her letter to shareholders that approximately 140,000 retail reservations for the Chevy Silverado EV had already been placed. The Silverado EV was only introduced by Barra in January 2022.General Motors also has a real shot to become a key player in China's EV market. China is the largest auto market in the world. Aside from the fact that GM has an established presence in China -- it delivered 2.9 million vehicles in both 2020 and 2021 -- it and its joint venture partners already have the best-selling EV in the country, the Wuling Hong Guang Mini EV.With an extensive growth opportunity on its doorstep, General Motors is an incredible deal at only five times Wall Street's forecast earnings for 2022 and 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045679487,"gmtCreate":1656625919949,"gmtModify":1676535863399,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"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/9045679487","repostId":"1198352533","repostType":4,"repost":{"id":"1198352533","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":1656592265,"share":"https://www.laohu8.com/m/news/1198352533?lang=&edition=full","pubTime":"2022-06-30 20:31","market":"fut","language":"en","title":"Fed’s Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1198352533","media":"Tiger Newspress","summary":"Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than","content":"<html><head></head><body><p>Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than expected, according to a gauge closely watched by the Federal Reserve.</p><p>Core personal consumption expenditures prices rose 4.7% from a year ago, 0.2 percentage points less than the previous month but still around levels last seen in the 1980s. Wall Street had been looking for a reading around 4.8%.</p><p>On monthly basis, the measure, which excludes volatile food and energy prices, increased 0.3%, slightly less than the 0.4% Dow Jones estimate.</p><p>Headline inflation, however, shot higher, rising 0.6% for the month, much faster than the 0.2% gain in April. That kept year-over-year inflation at 6.3%, the same as in April and down slightly from March’s 6.6%, which was the highest reading since January 1982.</p><p>In addition, the report reflected pressures on consumer spending, which accounts for nearly 70% of all economic activity in the U.S.</p><p>While personal income rose 0.5% in May, ahead of the 0.4% estimate, income after taxes and other charges, or disposable personal income, declined 0.1%. Spending adjusted for inflation fell 0.4%, a sharp drop from the 0.3% gain in April.</p><p>The personal saving rate edged higher, rising to 5.4%, up 0.2 percentage points from the previous month.</p><p>Fed officials are watching the data closely as they seek to control runaway inflation. Central bank policymakers generally watch core inflation more closely because they believe monetary policy is less effective at controlling the ups and downs of gas and grocery prices.</p><p>However, Fed Chairman Jerome Powell has said in recent days that he also is watching headline numbers closely as well as gas prices average about $4.86 a gallon.</p><p>The consumer price index, which measures a broad range of goods and services and is more closely watched by the public, rose 8.6% in May, its highest level since late 1981.</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 Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs</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 Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-30 20:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than expected, according to a gauge closely watched by the Federal Reserve.</p><p>Core personal consumption expenditures prices rose 4.7% from a year ago, 0.2 percentage points less than the previous month but still around levels last seen in the 1980s. Wall Street had been looking for a reading around 4.8%.</p><p>On monthly basis, the measure, which excludes volatile food and energy prices, increased 0.3%, slightly less than the 0.4% Dow Jones estimate.</p><p>Headline inflation, however, shot higher, rising 0.6% for the month, much faster than the 0.2% gain in April. That kept year-over-year inflation at 6.3%, the same as in April and down slightly from March’s 6.6%, which was the highest reading since January 1982.</p><p>In addition, the report reflected pressures on consumer spending, which accounts for nearly 70% of all economic activity in the U.S.</p><p>While personal income rose 0.5% in May, ahead of the 0.4% estimate, income after taxes and other charges, or disposable personal income, declined 0.1%. Spending adjusted for inflation fell 0.4%, a sharp drop from the 0.3% gain in April.</p><p>The personal saving rate edged higher, rising to 5.4%, up 0.2 percentage points from the previous month.</p><p>Fed officials are watching the data closely as they seek to control runaway inflation. Central bank policymakers generally watch core inflation more closely because they believe monetary policy is less effective at controlling the ups and downs of gas and grocery prices.</p><p>However, Fed Chairman Jerome Powell has said in recent days that he also is watching headline numbers closely as well as gas prices average about $4.86 a gallon.</p><p>The consumer price index, which measures a broad range of goods and services and is more closely watched by the public, rose 8.6% in May, its highest level since late 1981.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198352533","content_text":"Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than expected, according to a gauge closely watched by the Federal Reserve.Core personal consumption expenditures prices rose 4.7% from a year ago, 0.2 percentage points less than the previous month but still around levels last seen in the 1980s. Wall Street had been looking for a reading around 4.8%.On monthly basis, the measure, which excludes volatile food and energy prices, increased 0.3%, slightly less than the 0.4% Dow Jones estimate.Headline inflation, however, shot higher, rising 0.6% for the month, much faster than the 0.2% gain in April. That kept year-over-year inflation at 6.3%, the same as in April and down slightly from March’s 6.6%, which was the highest reading since January 1982.In addition, the report reflected pressures on consumer spending, which accounts for nearly 70% of all economic activity in the U.S.While personal income rose 0.5% in May, ahead of the 0.4% estimate, income after taxes and other charges, or disposable personal income, declined 0.1%. Spending adjusted for inflation fell 0.4%, a sharp drop from the 0.3% gain in April.The personal saving rate edged higher, rising to 5.4%, up 0.2 percentage points from the previous month.Fed officials are watching the data closely as they seek to control runaway inflation. Central bank policymakers generally watch core inflation more closely because they believe monetary policy is less effective at controlling the ups and downs of gas and grocery prices.However, Fed Chairman Jerome Powell has said in recent days that he also is watching headline numbers closely as well as gas prices average about $4.86 a gallon.The consumer price index, which measures a broad range of goods and services and is more closely watched by the public, rose 8.6% in May, its highest level since late 1981.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045670446,"gmtCreate":1656625816685,"gmtModify":1676535863374,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","text":"$Apple(AAPL)$ok","images":[{"img":"https://community-static.tradeup.com/news/4f6e1786fe44a21cbd874eb8c5ec2834","width":"1080","height":"2040"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045670446","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9045320962,"gmtCreate":1656563034457,"gmtModify":1676535854947,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>ok","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>ok","text":"$Alphabet(GOOGL)$ok","images":[{"img":"https://community-static.tradeup.com/news/b83aab0d972a919ad358eefd22efa1e6","width":"1080","height":"2040"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045320962","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9040182934,"gmtCreate":1655620006428,"gmtModify":1676535673660,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>ok","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>ok","text":"$Microsoft(MSFT)$ok","images":[{"img":"https://community-static.tradeup.com/news/8122143629615ba4aac456c7b5930fe7","width":"1080","height":"3006"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040182934","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9059530993,"gmtCreate":1654393540912,"gmtModify":1676535440321,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>ok","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>ok","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$ok","images":[{"img":"https://community-static.tradeup.com/news/57fae9564283c4272f8c29a9fcd1ea5a","width":"1080","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059530993","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9031850032,"gmtCreate":1646527553308,"gmtModify":1676534136359,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Travel revives slowly&nbsp;in SEA countries. Grab stock will rise in long term. Say u go travel in Thailand, Vietnam, Malaysia, u just grab...grab..grab... to go anywhere as a tourist","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Travel revives slowly&nbsp;in SEA countries. Grab stock will rise in long term. Say u go travel in Thailand, Vietnam, Malaysia, u just grab...grab..grab... to go anywhere as a tourist","text":"$Grab Holdings(GRAB)$Travel revives slowly in SEA countries. Grab stock will rise in long term. Say u go travel in Thailand, Vietnam, Malaysia, u just grab...grab..grab... to go anywhere as a tourist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031850032","isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274729249414","authorId":"3479274729249414","name":"shining87","avatar":"https://static.tigerbbs.com/5bf66adf345386a8038216f81abb5793","crmLevel":1,"crmLevelSwitch":0},"content":"But tourism will be limited during the pandemic, won't it","text":"But tourism will be limited during the pandemic, won't it","html":"But tourism will be limited during the pandemic, won't it"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091873258,"gmtCreate":1643846567676,"gmtModify":1676533862185,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"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/9091873258","repostId":"2208678923","repostType":4,"repost":{"id":"2208678923","pubTimestamp":1643846202,"share":"https://www.laohu8.com/m/news/2208678923?lang=&edition=full","pubTime":"2022-02-03 07:56","market":"us","language":"en","title":"After-Hours Stock Movers: T-Mobile US, Humana Higher; Meta Platforms, Spotify Lower","url":"https://stock-news.laohu8.com/highlight/detail?id=2208678923","media":"StreetInsider","summary":"After-Hours Stock Movers:Meta Platforms (NASDAQ: FB) 23% LOWER; reported Q4 EPS of $3.67, $0.17 wors","content":"<html><head></head><body><p>After-Hours Stock Movers:</p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (NASDAQ: FB) 23% LOWER; reported Q4 EPS of $3.67, $0.17 worse than the analyst estimate of $3.84. Revenue for the quarter came in at $33.67 billion versus the consensus estimate of $33.38 billion. Meta Platforms sees Q1 2022 revenue of $27-29 billion, versus the consensus of $30.1 billion.</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. (NYSE: SNAP) 18% LOWER; falls on Facebook earnings, guidance.</p><p><a href=\"https://laohu8.com/S/SPOT\">Spotify </a> 9.5% LOWER; reported Q4 EPS of ($0.21), $0.18 better than the analyst estimate of ($0.39). Revenue for the quarter came in at $2.69 billion versus the consensus estimate of $2.65 billion.</p><p><a href=\"https://laohu8.com/S/TTD\">The Trade Desk, Inc. </a> 9.2% LOWER; falls on Facebook earnings, guidance.</p><p><a href=\"https://laohu8.com/S/PINS\">Pinterest, Inc.</a> (NYSE: PINS) 9.2% LOWER; falls on Facebook earnings, guidance.</p><p><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>, Inc. (NYSE: TWTR) 7.9% LOWER; falls on Facebook earnings, guidance.</p><p>T-Mobile (NASDAQ: TMUS) 7.7% HIGHER; reported Q4 results, with EPS coming in at $0.34, better than the consensus estimate of $0.18. Revenue was $20.79 billion (vs. Street’s $21.09 billion), with Service revenues of $15.0 billion, up 6% year-over-year. The company reported postpaid net account additions of 315,000 in Q4 and 1.2 million in full 2021-year, postpaid net customer additions of 1.8 million in Q4 and 5.5 million in 2021, and postpaid phone net customer additions of 844,000 in Q4 and 2.9 million in 2021.</p><p><a href=\"https://laohu8.com/S/HUM\">Humana </a> 6.5% HIGHER; the CMS posted a notice on proposed rates for 2023. The CMS sees an expected average change in revenue of 7.98%.</p><p><a href=\"https://laohu8.com/S/QCOM\">Qualcomm </a> 2% LOWER; reported Q1 EPS of $3.23, $0.22 better than the analyst estimate of $3.01. Revenue for the quarter came in at $10.7 billion versus the consensus estimate of $10.41 billion. Qualcomm sees Q2 2022 EPS of $2.80-$3.00, versus the consensus of $2.49. Qualcomm sees Q2 2022 revenue of $10.2-11 billion, versus the consensus of $9.61 billion.</p><p><a href=\"https://laohu8.com/S/CNC\">Centene Corporation </a> 2.2% HIGHER; the CMS posted a notice on proposed rates for 2023. The CMS sees an expected average change in revenue of 7.98%.</p><p><a href=\"https://laohu8.com/S/ANTM\">Anthem </a> 1.8% HIGHER; the CMS posted a notice on proposed rates for 2023. The CMS sees an expected average change in revenue of 7.98%.</p><h1></h1></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After-Hours Stock Movers: T-Mobile US, Humana Higher; Meta Platforms, Spotify Lower</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter-Hours Stock Movers: T-Mobile US, Humana Higher; Meta Platforms, Spotify Lower\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19549113><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Stock Movers:Meta Platforms (NASDAQ: FB) 23% LOWER; reported Q4 EPS of $3.67, $0.17 worse than the analyst estimate of $3.84. Revenue for the quarter came in at $33.67 billion versus the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19549113\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4508":"社交媒体","BK4132":"无线电信业务","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4077":"互动媒体与服务","SPOT":"Spotify Technology S.A.","HUM":"哈门那","BK4550":"红杉资本持仓","BK4154":"管理型保健护理","SNAP":"Snap Inc","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4507":"流媒体概念","TMUS":"T-Mobile US Inc","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19549113","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208678923","content_text":"After-Hours Stock Movers:Meta Platforms (NASDAQ: FB) 23% LOWER; reported Q4 EPS of $3.67, $0.17 worse than the analyst estimate of $3.84. Revenue for the quarter came in at $33.67 billion versus the consensus estimate of $33.38 billion. Meta Platforms sees Q1 2022 revenue of $27-29 billion, versus the consensus of $30.1 billion.Snap Inc. (NYSE: SNAP) 18% LOWER; falls on Facebook earnings, guidance.Spotify  9.5% LOWER; reported Q4 EPS of ($0.21), $0.18 better than the analyst estimate of ($0.39). Revenue for the quarter came in at $2.69 billion versus the consensus estimate of $2.65 billion.The Trade Desk, Inc.  9.2% LOWER; falls on Facebook earnings, guidance.Pinterest, Inc. (NYSE: PINS) 9.2% LOWER; falls on Facebook earnings, guidance.Twitter, Inc. (NYSE: TWTR) 7.9% LOWER; falls on Facebook earnings, guidance.T-Mobile (NASDAQ: TMUS) 7.7% HIGHER; reported Q4 results, with EPS coming in at $0.34, better than the consensus estimate of $0.18. Revenue was $20.79 billion (vs. Street’s $21.09 billion), with Service revenues of $15.0 billion, up 6% year-over-year. The company reported postpaid net account additions of 315,000 in Q4 and 1.2 million in full 2021-year, postpaid net customer additions of 1.8 million in Q4 and 5.5 million in 2021, and postpaid phone net customer additions of 844,000 in Q4 and 2.9 million in 2021.Humana  6.5% HIGHER; the CMS posted a notice on proposed rates for 2023. The CMS sees an expected average change in revenue of 7.98%.Qualcomm  2% LOWER; reported Q1 EPS of $3.23, $0.22 better than the analyst estimate of $3.01. Revenue for the quarter came in at $10.7 billion versus the consensus estimate of $10.41 billion. Qualcomm sees Q2 2022 EPS of $2.80-$3.00, versus the consensus of $2.49. Qualcomm sees Q2 2022 revenue of $10.2-11 billion, versus the consensus of $9.61 billion.Centene Corporation  2.2% HIGHER; the CMS posted a notice on proposed rates for 2023. The CMS sees an expected average change in revenue of 7.98%.Anthem  1.8% HIGHER; the CMS posted a notice on proposed rates for 2023. The CMS sees an expected average change in revenue of 7.98%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017781668,"gmtCreate":1649811574351,"gmtModify":1676534580930,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"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/9017781668","repostId":"2227662612","repostType":4,"repost":{"id":"2227662612","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":1649803501,"share":"https://www.laohu8.com/m/news/2227662612?lang=&edition=full","pubTime":"2022-04-13 06:45","market":"us","language":"en","title":"Wall St Reverses Gains, Closes Lower as Aggressive Fed Actions Loom","url":"https://stock-news.laohu8.com/highlight/detail?id=2227662612","media":"Reuters","summary":"* Benchmark 10-year Treasury yields regain ground after auction* Consumer prices up 8.5% in March vs","content":"<html><head></head><body><p>* Benchmark 10-year Treasury yields regain ground after auction</p><p>* Consumer prices up 8.5% in March vs est 8.4%</p><p>* Indexes down: Dow 0.26%, S&amp;P 0.34%, Nasdaq 0.30%</p><p>NEW YORK, April 12 (Reuters) - Wall Street turned rally to sell-off on Tuesday, reversing earlier gains as impending monetary tightening from the Federal Reserve once again pulled growth stocks back into red territory.</p><p>All three major U.S. stock indexes turned from positive to negative early in the afternoon, weighed down by healthcare and financials.</p><p>The turnabout began in earnest shortly after remarks from Fed Governor Lael Brainard, who reiterated the need for the central bank to &#34;expeditiously&#34; take on decades-high inflation.</p><p>&#34;The comments coming out from Fed officials have been more hawkish than the markets have anticipated,&#34; said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. &#34;(Brainard) has generally been nondescript, but now she’s more forceful in her commentary, and that’s getting people to sit up and take notice.&#34;</p><p>The Labor Department&#39;s CPI report showed the prices urban American consumers pay for a basket of goods posted the biggest monthly jump since September 2005, and an annual surge of 8.5%, the hottest year-on-year inflation number in more than four decades.</p><p>Much of the topline CPI growth was attributable to an 18.3% monthly surge in gasoline prices, to a record high of $4.33 per gallon.</p><p>The report did little to budge the needle of expectations regarding impending interest rate hikes from the Federal Reserve.</p><p>&#34;It&#39;s reiteration the Fed can&#39;t be sitting back here,&#34; Nolte added. &#34;They need to get moving, post-haste.&#34;</p><p>Early session gains were also dampened after a poor $34 billion 10-year Treasury auction, which helped benchmark yields bounce off session lows.</p><p>The Dow Jones Industrial Average fell 87.72 points, or 0.26%, to 34,220.36, the S&amp;P 500 lost 15.08 points, or 0.34%, to 4,397.45 and the Nasdaq Composite dropped 40.38 points, or 0.3%, to 13,371.57.</p><p>Energy shares enjoyed the largest percentage gain among the 11 major sectors in the S&amp;P 500, jumping 1.7% on the back of surging crude prices.</p><p>First-quarter earnings season bursts through the starting gate later this week, with big banks leading the way.</p><p>Analysts have curbed their first-quarter optimism. Annual S&amp;P 500 earnings growth was recently estimated to be 6.1%, down from 7.5% at the beginning of the year.</p><p>CrowdStrike Holdings Inc rose 3.2% after Goldman Sachs upgraded the cybersecurity company&#39;s shares to &#34;buy&#34;, citing elevated demand.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.26-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 24 new 52-week highs and 15 new lows; the Nasdaq Composite recorded 53 new highs and 246 new lows.</p><p>Volume on U.S. exchanges was 11.25 billion shares, compared with the 12.60 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>Wall St Reverses Gains, Closes Lower as Aggressive Fed Actions Loom</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 Reverses Gains, Closes Lower as Aggressive Fed Actions Loom\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\">2022-04-13 06:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Benchmark 10-year Treasury yields regain ground after auction</p><p>* Consumer prices up 8.5% in March vs est 8.4%</p><p>* Indexes down: Dow 0.26%, S&amp;P 0.34%, Nasdaq 0.30%</p><p>NEW YORK, April 12 (Reuters) - Wall Street turned rally to sell-off on Tuesday, reversing earlier gains as impending monetary tightening from the Federal Reserve once again pulled growth stocks back into red territory.</p><p>All three major U.S. stock indexes turned from positive to negative early in the afternoon, weighed down by healthcare and financials.</p><p>The turnabout began in earnest shortly after remarks from Fed Governor Lael Brainard, who reiterated the need for the central bank to &#34;expeditiously&#34; take on decades-high inflation.</p><p>&#34;The comments coming out from Fed officials have been more hawkish than the markets have anticipated,&#34; said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. &#34;(Brainard) has generally been nondescript, but now she’s more forceful in her commentary, and that’s getting people to sit up and take notice.&#34;</p><p>The Labor Department&#39;s CPI report showed the prices urban American consumers pay for a basket of goods posted the biggest monthly jump since September 2005, and an annual surge of 8.5%, the hottest year-on-year inflation number in more than four decades.</p><p>Much of the topline CPI growth was attributable to an 18.3% monthly surge in gasoline prices, to a record high of $4.33 per gallon.</p><p>The report did little to budge the needle of expectations regarding impending interest rate hikes from the Federal Reserve.</p><p>&#34;It&#39;s reiteration the Fed can&#39;t be sitting back here,&#34; Nolte added. &#34;They need to get moving, post-haste.&#34;</p><p>Early session gains were also dampened after a poor $34 billion 10-year Treasury auction, which helped benchmark yields bounce off session lows.</p><p>The Dow Jones Industrial Average fell 87.72 points, or 0.26%, to 34,220.36, the S&amp;P 500 lost 15.08 points, or 0.34%, to 4,397.45 and the Nasdaq Composite dropped 40.38 points, or 0.3%, to 13,371.57.</p><p>Energy shares enjoyed the largest percentage gain among the 11 major sectors in the S&amp;P 500, jumping 1.7% on the back of surging crude prices.</p><p>First-quarter earnings season bursts through the starting gate later this week, with big banks leading the way.</p><p>Analysts have curbed their first-quarter optimism. Annual S&amp;P 500 earnings growth was recently estimated to be 6.1%, down from 7.5% at the beginning of the year.</p><p>CrowdStrike Holdings Inc rose 3.2% after Goldman Sachs upgraded the cybersecurity company&#39;s shares to &#34;buy&#34;, citing elevated demand.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.26-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 24 new 52-week highs and 15 new lows; the Nasdaq Composite recorded 53 new highs and 246 new lows.</p><p>Volume on U.S. exchanges was 11.25 billion shares, compared with the 12.60 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":{"CRWD":"CrowdStrike Holdings, Inc.","IVV":"标普500指数ETF","BK4539":"次新股",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","OEX":"标普100",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SPXU":"三倍做空标普500ETF","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","COMP":"Compass, Inc.","SH":"标普500反向ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","SSO":"两倍做多标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227662612","content_text":"* Benchmark 10-year Treasury yields regain ground after auction* Consumer prices up 8.5% in March vs est 8.4%* Indexes down: Dow 0.26%, S&P 0.34%, Nasdaq 0.30%NEW YORK, April 12 (Reuters) - Wall Street turned rally to sell-off on Tuesday, reversing earlier gains as impending monetary tightening from the Federal Reserve once again pulled growth stocks back into red territory.All three major U.S. stock indexes turned from positive to negative early in the afternoon, weighed down by healthcare and financials.The turnabout began in earnest shortly after remarks from Fed Governor Lael Brainard, who reiterated the need for the central bank to \"expeditiously\" take on decades-high inflation.\"The comments coming out from Fed officials have been more hawkish than the markets have anticipated,\" said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. \"(Brainard) has generally been nondescript, but now she’s more forceful in her commentary, and that’s getting people to sit up and take notice.\"The Labor Department's CPI report showed the prices urban American consumers pay for a basket of goods posted the biggest monthly jump since September 2005, and an annual surge of 8.5%, the hottest year-on-year inflation number in more than four decades.Much of the topline CPI growth was attributable to an 18.3% monthly surge in gasoline prices, to a record high of $4.33 per gallon.The report did little to budge the needle of expectations regarding impending interest rate hikes from the Federal Reserve.\"It's reiteration the Fed can't be sitting back here,\" Nolte added. \"They need to get moving, post-haste.\"Early session gains were also dampened after a poor $34 billion 10-year Treasury auction, which helped benchmark yields bounce off session lows.The Dow Jones Industrial Average fell 87.72 points, or 0.26%, to 34,220.36, the S&P 500 lost 15.08 points, or 0.34%, to 4,397.45 and the Nasdaq Composite dropped 40.38 points, or 0.3%, to 13,371.57.Energy shares enjoyed the largest percentage gain among the 11 major sectors in the S&P 500, jumping 1.7% on the back of surging crude prices.First-quarter earnings season bursts through the starting gate later this week, with big banks leading the way.Analysts have curbed their first-quarter optimism. Annual S&P 500 earnings growth was recently estimated to be 6.1%, down from 7.5% at the beginning of the year.CrowdStrike Holdings Inc rose 3.2% after Goldman Sachs upgraded the cybersecurity company's shares to \"buy\", citing elevated demand.Declining issues outnumbered advancing ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.26-to-1 ratio favored decliners.The S&P 500 posted 24 new 52-week highs and 15 new lows; the Nasdaq Composite recorded 53 new highs and 246 new lows.Volume on U.S. exchanges was 11.25 billion shares, compared with the 12.60 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090368362,"gmtCreate":1643085588880,"gmtModify":1676533772908,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090368362","repostId":"2206911881","repostType":4,"repost":{"id":"2206911881","pubTimestamp":1643081881,"share":"https://www.laohu8.com/m/news/2206911881?lang=&edition=full","pubTime":"2022-01-25 11:38","market":"other","language":"en","title":"Australia’s Core Inflation Breaks Above RBA Target Midpoint","url":"https://stock-news.laohu8.com/highlight/detail?id=2206911881","media":"Bloomberg","summary":"Money markets are pricing in a quarter-point rate hike by MayTD Securities brings forward rate hike ","content":"<html><head></head><body><ul><li>Money markets are pricing in a quarter-point rate hike by May</li><li>TD Securities brings forward rate hike expectation to August</li></ul><p>Australia’s core consumer prices surpassed the midpoint of the Reserve Bank’s 2-3% target for the first time since June 2014, a surprise that sent bond yields higher as traders boosted bets on earlier interest-rate hikes.</p><p>The annual trimmed mean gauge, a measure closely watched by RBA officials, advanced 2.6% in the final three months of 2021, exceeding economists’ estimates for a 2.3% gain, Australian Bureau of Statistics data showed Tuesday. On a quarterly basis, the measure rose 1% versus a forecast 0.7% gain.</p><p>In response, Australia’s benchmark three-year bond yields surged as much as nine basis points to 1.44%, the highest level since April 2019, as traders bet rates hikes will come sooner than the RBA has indicated. The gain eased to seven basis at 12:44 p.m. in Sydney while the currency was marginally higher.</p><p><img src=\"https://static.tigerbbs.com/03cd9c3ee2cc12c67762c8fa3ce97a26\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>The result adds ballast to expectations the RBA will scrap its bond-buying program at next Tuesday’s meeting and potentially opens the door to rate rises this year, something Governor Philip Lowe had previously all-but ruled out. Money markets are now pricing in a quarter-point rate rise by May, while economists are increasingly landing on rate liftoff in August.</p><p>Australia had previously been on the periphery of the global inflation story, allowing its central bank to remain dovish.</p><p>But now the global inflation battleground has made its way Down Under, reflecting persistent supply chain disruptions and energy shortfalls. These have already prompted New Zealand and the U.K. to tighten policy and the Federal Reserve is expected to begin raising rates soon.</p><p>Today’s data “seals the fate of the end of quantitative easing next week and change of forward guidance to earlier lift off from RBA’s end-23 start,” said $Royal Bank of Canada(RY-T)$’s Su-Lin Ong. “Price pressures look broad-based and while some are Covid-19/supply chain-related, others are not and are a function of a firmer economy and labor market.”</p><p>The RBA holds its first board meeting of the year on Feb. 1, where it is due to decide the fate of its A$4 billion ($2.9 billion) a week purchase program. It will publish a quarterly update of economic forecasts three days later on Feb. 4.</p><blockquote>What Bloomberg Economics Says:</blockquote><blockquote>“A stronger-than-expected acceleration in inflation leaves the Reserve Bank of Australia facing a question confounding many central banks -- what should monetary policy do, if anything, to counter faster price gains driven by supply disruptions.”</blockquote><blockquote>--James McIntyre, economist.</blockquote><p>In his last speech of 2021, Lowe reiterated rates won’t rise until actual inflation, not forecast, is sustainably within the 2-3% target. He cited RBA forecasts showing underlying inflation will only reach the mid-point of the band in late 2023, suggesting that was a more likely timing for rate liftoff.</p><p>Those inflation forecasts are very likely to be revised higher in next week’s Statement on Monetary Policy.</p><p><img src=\"https://static.tigerbbs.com/17d4fe3c583d8afb993d81a5616ffd29\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>Prashant Newnaha, Singapore-based macro strategist at TD Securities, brought forward his rate call to August from the fourth quarter previously.</p><p>“By then the RBA will have another two more CPI prints to assess the CPI trend, which is likely to remain elevated as the post lockdown recovery gains traction.” Newnaha said. He sees a follow-up move in November and four hikes in 2023 which would take the cash rate to 1.5%.</p><p><b>Other Details</b></p><ul><li>Headline consumer price index advanced 3.5% in the fourth quarter from a year earlier compared with economists’ estimates of a 3.2% gain.</li><li>Inflation gains were led by dwelling purchases and fuel</li><li>Tradables prices, which are typically impacted by the currency and global factors, rose 4.9% from a year earlier</li><li>Non-tradable prices, which are largely affected by domestic variables like utilities and rents, advanced 2.8% on the year</li></ul></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>Australia’s Core Inflation Breaks Above RBA Target Midpoint</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\">\nAustralia’s Core Inflation Breaks Above RBA Target Midpoint\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-25/australia-s-core-inflation-accelerates-above-rba-target-midpoint><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Money markets are pricing in a quarter-point rate hike by MayTD Securities brings forward rate hike expectation to AugustAustralia’s core consumer prices surpassed the midpoint of the Reserve Bank’s 2...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-25/australia-s-core-inflation-accelerates-above-rba-target-midpoint\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","XAO.AU":"标普/澳交所 普通股指数","CBAPG.AU":"Commonwealth Bank  Pref G","C":"花旗","CBAPH.AU":"COMMONWEALTH BANK AUST","BK4550":"红杉资本持仓","XJO.AU":"标普/澳交所 200指数","CBAPD.AU":"Commonwealth Bank Pref D","BK4141":"半导体产品","XKO.AU":"标普/澳交所 300指数","CBA.AU":"COMMONWEALTH BANK OF AUSTRAL","BK4504":"桥水持仓","BK4512":"苹果概念","WBCPK.AU":"Westpac Banking Corporation","BK4529":"IDC概念","WBCPJ.AU":"WESTPAC BANKING CORP","BK4137":"综合支持服务","WBCPI.AU":"WESTPAC BANKING","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","RY":"加拿大皇家银行","FMG.AU":"FORTESCUE LTD","WBCPH.AU":"WESTPAC BANKING CORP - PUBLIC","WBCPE.AU":"Westpac Banking Corp Pref E","BK4534":"瑞士信贷持仓","WBC.AU":"WESTPAC BANKING CORPORATION","CBAPJ.AU":"Commonwealth Bank of Australia","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4114":"综合货品商店","DB":"德意志银行","CBAPI.AU":"COMMONWEALTH BANK AUST","WBK":"澳洲西洋银行","BK4535":"淡马锡持仓"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-25/australia-s-core-inflation-accelerates-above-rba-target-midpoint","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206911881","content_text":"Money markets are pricing in a quarter-point rate hike by MayTD Securities brings forward rate hike expectation to AugustAustralia’s core consumer prices surpassed the midpoint of the Reserve Bank’s 2-3% target for the first time since June 2014, a surprise that sent bond yields higher as traders boosted bets on earlier interest-rate hikes.The annual trimmed mean gauge, a measure closely watched by RBA officials, advanced 2.6% in the final three months of 2021, exceeding economists’ estimates for a 2.3% gain, Australian Bureau of Statistics data showed Tuesday. On a quarterly basis, the measure rose 1% versus a forecast 0.7% gain.In response, Australia’s benchmark three-year bond yields surged as much as nine basis points to 1.44%, the highest level since April 2019, as traders bet rates hikes will come sooner than the RBA has indicated. The gain eased to seven basis at 12:44 p.m. in Sydney while the currency was marginally higher.The result adds ballast to expectations the RBA will scrap its bond-buying program at next Tuesday’s meeting and potentially opens the door to rate rises this year, something Governor Philip Lowe had previously all-but ruled out. Money markets are now pricing in a quarter-point rate rise by May, while economists are increasingly landing on rate liftoff in August.Australia had previously been on the periphery of the global inflation story, allowing its central bank to remain dovish.But now the global inflation battleground has made its way Down Under, reflecting persistent supply chain disruptions and energy shortfalls. These have already prompted New Zealand and the U.K. to tighten policy and the Federal Reserve is expected to begin raising rates soon.Today’s data “seals the fate of the end of quantitative easing next week and change of forward guidance to earlier lift off from RBA’s end-23 start,” said $Royal Bank of Canada(RY-T)$’s Su-Lin Ong. “Price pressures look broad-based and while some are Covid-19/supply chain-related, others are not and are a function of a firmer economy and labor market.”The RBA holds its first board meeting of the year on Feb. 1, where it is due to decide the fate of its A$4 billion ($2.9 billion) a week purchase program. It will publish a quarterly update of economic forecasts three days later on Feb. 4.What Bloomberg Economics Says:“A stronger-than-expected acceleration in inflation leaves the Reserve Bank of Australia facing a question confounding many central banks -- what should monetary policy do, if anything, to counter faster price gains driven by supply disruptions.”--James McIntyre, economist.In his last speech of 2021, Lowe reiterated rates won’t rise until actual inflation, not forecast, is sustainably within the 2-3% target. He cited RBA forecasts showing underlying inflation will only reach the mid-point of the band in late 2023, suggesting that was a more likely timing for rate liftoff.Those inflation forecasts are very likely to be revised higher in next week’s Statement on Monetary Policy.Prashant Newnaha, Singapore-based macro strategist at TD Securities, brought forward his rate call to August from the fourth quarter previously.“By then the RBA will have another two more CPI prints to assess the CPI trend, which is likely to remain elevated as the post lockdown recovery gains traction.” Newnaha said. He sees a follow-up move in November and four hikes in 2023 which would take the cash rate to 1.5%.Other DetailsHeadline consumer price index advanced 3.5% in the fourth quarter from a year earlier compared with economists’ estimates of a 3.2% gain.Inflation gains were led by dwelling purchases and fuelTradables prices, which are typically impacted by the currency and global factors, rose 4.9% from a year earlierNon-tradable prices, which are largely affected by domestic variables like utilities and rents, advanced 2.8% on the year","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085423425,"gmtCreate":1650760064333,"gmtModify":1676534786483,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085423425","repostId":"2229161504","repostType":4,"repost":{"id":"2229161504","pubTimestamp":1650678520,"share":"https://www.laohu8.com/m/news/2229161504?lang=&edition=full","pubTime":"2022-04-23 09:48","market":"us","language":"en","title":"PayPal Stock Is Under the Microscope Ahead of Earnings; Here’s What to Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=2229161504","media":"TipRanks","summary":"In just a little under a week from now -- Wednesday, April 27, after close of trading -- fintech gia","content":"<div>\n<p>In just a little under a week from now -- Wednesday, April 27, after close of trading -- fintech giant PayPal (PYPL) is due to report its Q1 2022 earnings. And if you were around to see how the market...</p>\n\n<a href=\"https://www.tipranks.com/news/article/paypal-stock-is-under-the-microscope-ahead-of-earnings-heres-what-to-expect/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal Stock Is Under the Microscope Ahead of Earnings; Here’s What to Expect</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\">\nPayPal Stock Is Under the Microscope Ahead of Earnings; Here’s What to Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 09:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/paypal-stock-is-under-the-microscope-ahead-of-earnings-heres-what-to-expect/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In just a little under a week from now -- Wednesday, April 27, after close of trading -- fintech giant PayPal (PYPL) is due to report its Q1 2022 earnings. And if you were around to see how the market...</p>\n\n<a href=\"https://www.tipranks.com/news/article/paypal-stock-is-under-the-microscope-ahead-of-earnings-heres-what-to-expect/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"source_url":"https://www.tipranks.com/news/article/paypal-stock-is-under-the-microscope-ahead-of-earnings-heres-what-to-expect/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229161504","content_text":"In just a little under a week from now -- Wednesday, April 27, after close of trading -- fintech giant PayPal (PYPL) is due to report its Q1 2022 earnings. And if you were around to see how the market reacted the last time PayPal reported earnings, that probably has you feeling just the teensiest bit nervous (Hint: The last time PayPal reported earnings, its stock crashed 25% in a day).Ahead of the print, RBC analyst Daniel Perlin keeps his Outperform (i.e. Buy) rating intact, but lowers his price target from $180 to $118. Not to worry, there's still upside of 36% from current levels. Perlin is not quite so optimistic about what PayPal will report for Q1 2022, as the rest of Wall Street seems to be. Street estimates have PayPal reporting $6.4 billion for the quarter -- 6% year-over-year growth -- versus Perlin's prediction of $6.3 billion in revenue (5% growth). At the same time, Perlin believes the Street is unfortunately correct about what PayPal will report for earnings -- $0.87 per share, a 29% decline year over year.Moreover, given trends in consumer spending of late -- a shift away from buying goods, which can often be paid for via PayPal, to buying services, for which PayPal is less often used; a less pandemic-bound economy in which more purchases are made in stores (where again, PayPal usage is a rarity); and also a high-inflation world which discourages frivolous purchases of \"discretionary\" goods (another PayPal forte) -- Perlin expects PayPal guide to lower on the rest of this year when it reports earnings next week.Previously, PayPal had guided investors to expect something on the order of 15% to 17% revenue growth in 2022. Next week, Perlin says investors should expect new guidance to \"tilt to the low-end\" of that range.What does that mean in dollars and cents? According to the analyst, after PayPal misses on sales next week, it's likely to continue missing all year long. Perlin is penciling in $28.6 billion in sales for this year, versus a Wall Street consensus of $29.3 billion. Similarly, fiscal year 2023 sales will probably come up short -- only $33.6 billion instead of the Street's forecast $35 billion.Likewise with earnings. Perlin has PayPal pegged for $4.53 per share in 2022 profits, and only $5.64 per share in 2023. That's as compared to Street expectations of $4.63 and $5.78, respectively.Granted, when push comes to shove, Perlin still thinks PayPal stock is \"cheap\" at just 16 times his predicted profits for fiscal 2023. But honestly -- when you consider that he's predicting an earnings miss next week, more earnings misses all through 2022, and even more earnings misses in 2023, you kind of have to wonder: Maybe PayPal is just cheap for a reason.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013937853,"gmtCreate":1648678241791,"gmtModify":1676534374557,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>wow","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>wow","text":"$AMD(AMD)$wow","images":[{"img":"https://community-static.tradeup.com/news/9637c78b8c171f0c46743a609a87b0e3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013937853","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9045679487,"gmtCreate":1656625919949,"gmtModify":1676535863399,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"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/9045679487","repostId":"1198352533","repostType":4,"repost":{"id":"1198352533","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":1656592265,"share":"https://www.laohu8.com/m/news/1198352533?lang=&edition=full","pubTime":"2022-06-30 20:31","market":"fut","language":"en","title":"Fed’s Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1198352533","media":"Tiger Newspress","summary":"Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than","content":"<html><head></head><body><p>Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than expected, according to a gauge closely watched by the Federal Reserve.</p><p>Core personal consumption expenditures prices rose 4.7% from a year ago, 0.2 percentage points less than the previous month but still around levels last seen in the 1980s. Wall Street had been looking for a reading around 4.8%.</p><p>On monthly basis, the measure, which excludes volatile food and energy prices, increased 0.3%, slightly less than the 0.4% Dow Jones estimate.</p><p>Headline inflation, however, shot higher, rising 0.6% for the month, much faster than the 0.2% gain in April. That kept year-over-year inflation at 6.3%, the same as in April and down slightly from March’s 6.6%, which was the highest reading since January 1982.</p><p>In addition, the report reflected pressures on consumer spending, which accounts for nearly 70% of all economic activity in the U.S.</p><p>While personal income rose 0.5% in May, ahead of the 0.4% estimate, income after taxes and other charges, or disposable personal income, declined 0.1%. Spending adjusted for inflation fell 0.4%, a sharp drop from the 0.3% gain in April.</p><p>The personal saving rate edged higher, rising to 5.4%, up 0.2 percentage points from the previous month.</p><p>Fed officials are watching the data closely as they seek to control runaway inflation. Central bank policymakers generally watch core inflation more closely because they believe monetary policy is less effective at controlling the ups and downs of gas and grocery prices.</p><p>However, Fed Chairman Jerome Powell has said in recent days that he also is watching headline numbers closely as well as gas prices average about $4.86 a gallon.</p><p>The consumer price index, which measures a broad range of goods and services and is more closely watched by the public, rose 8.6% in May, its highest level since late 1981.</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 Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs</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 Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-30 20:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than expected, according to a gauge closely watched by the Federal Reserve.</p><p>Core personal consumption expenditures prices rose 4.7% from a year ago, 0.2 percentage points less than the previous month but still around levels last seen in the 1980s. Wall Street had been looking for a reading around 4.8%.</p><p>On monthly basis, the measure, which excludes volatile food and energy prices, increased 0.3%, slightly less than the 0.4% Dow Jones estimate.</p><p>Headline inflation, however, shot higher, rising 0.6% for the month, much faster than the 0.2% gain in April. That kept year-over-year inflation at 6.3%, the same as in April and down slightly from March’s 6.6%, which was the highest reading since January 1982.</p><p>In addition, the report reflected pressures on consumer spending, which accounts for nearly 70% of all economic activity in the U.S.</p><p>While personal income rose 0.5% in May, ahead of the 0.4% estimate, income after taxes and other charges, or disposable personal income, declined 0.1%. Spending adjusted for inflation fell 0.4%, a sharp drop from the 0.3% gain in April.</p><p>The personal saving rate edged higher, rising to 5.4%, up 0.2 percentage points from the previous month.</p><p>Fed officials are watching the data closely as they seek to control runaway inflation. Central bank policymakers generally watch core inflation more closely because they believe monetary policy is less effective at controlling the ups and downs of gas and grocery prices.</p><p>However, Fed Chairman Jerome Powell has said in recent days that he also is watching headline numbers closely as well as gas prices average about $4.86 a gallon.</p><p>The consumer price index, which measures a broad range of goods and services and is more closely watched by the public, rose 8.6% in May, its highest level since late 1981.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198352533","content_text":"Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than expected, according to a gauge closely watched by the Federal Reserve.Core personal consumption expenditures prices rose 4.7% from a year ago, 0.2 percentage points less than the previous month but still around levels last seen in the 1980s. Wall Street had been looking for a reading around 4.8%.On monthly basis, the measure, which excludes volatile food and energy prices, increased 0.3%, slightly less than the 0.4% Dow Jones estimate.Headline inflation, however, shot higher, rising 0.6% for the month, much faster than the 0.2% gain in April. That kept year-over-year inflation at 6.3%, the same as in April and down slightly from March’s 6.6%, which was the highest reading since January 1982.In addition, the report reflected pressures on consumer spending, which accounts for nearly 70% of all economic activity in the U.S.While personal income rose 0.5% in May, ahead of the 0.4% estimate, income after taxes and other charges, or disposable personal income, declined 0.1%. Spending adjusted for inflation fell 0.4%, a sharp drop from the 0.3% gain in April.The personal saving rate edged higher, rising to 5.4%, up 0.2 percentage points from the previous month.Fed officials are watching the data closely as they seek to control runaway inflation. Central bank policymakers generally watch core inflation more closely because they believe monetary policy is less effective at controlling the ups and downs of gas and grocery prices.However, Fed Chairman Jerome Powell has said in recent days that he also is watching headline numbers closely as well as gas prices average about $4.86 a gallon.The consumer price index, which measures a broad range of goods and services and is more closely watched by the public, rose 8.6% in May, its highest level since late 1981.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035004490,"gmtCreate":1647470222727,"gmtModify":1676534232696,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035004490","repostId":"2219677762","repostType":4,"repost":{"id":"2219677762","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1647444300,"share":"https://www.laohu8.com/m/news/2219677762?lang=&edition=full","pubTime":"2022-03-16 23:25","market":"us","language":"en","title":"Here's Why Popular China ETFs are on Track for Their Best One-Day Gain in History","url":"https://stock-news.laohu8.com/highlight/detail?id=2219677762","media":"Dow Jones","summary":"KraneShares China ETF soars about 30% Wednesday.The KraneShares CSI China Internet ETF was soaring o","content":"<html><head></head><body><p>KraneShares China ETF soars about 30% Wednesday.</p><p>The <a href=\"https://laohu8.com/S/KWEB\">KraneShares CSI China Internet ETF</a> was soaring on Wednesday, on track for its best daily gain, if the rally holds, in its history, as China vowed support its economy.</p><p>At last check, the KraneShares ETF<a href=\"https://laohu8.com/S/KWEB\">$(KWEB)$</a>, which tracks the performance of Chinese companies related to the internet and has over $5 billion in assets, was trading up 30%, which would mark its sharpest daily rally on record, dating back to its inception in 2013, FactSet data show.</p><p>The rally for the popular exchange-traded fund comes as all of the constituents of the fund were rallying by double-digits, including Alibaba Group Holding <a href=\"https://laohu8.com/S/09988\">$(09988)$</a>, Baidu Inc. , Pinduoduo Inc. <a href=\"https://laohu8.com/S/PDD\">$(PDD)$</a>, JD.com <a href=\"https://laohu8.com/S/JD\">$(JD)$</a>, Tencent Holdings, <a href=\"https://laohu8.com/S/00700\">$(00700)$</a> and Weibo <a href=\"https://laohu8.com/S/WB\">$(WB)$</a>, to name a few of its 55 components.</p><p>Tencent, Alibaba and JD.com are the biggest weightings in the ETF.</p><p>China said it would work to stabilize Chinese stock markets and boost economic growth in the first quarter with &#34;concrete actions,&#34; according to state-run Xinhua News Agency.</p><p>China supports overseas listing and has achieved positive progress in discussions with Washington over Chinese stocks listed in U.S. markets, the report said, adding that both sides are working to formulate a detailed cooperation plan.</p><p>The statements were enough to inject a dose of optimism in the markets that have been under pressure amid questions about Beijing oversight of Chinese internet companies, fresh lockdowns in parts of the country to limit COVID&#39;s spread, and questions about China&#39;s future role, if any, in the conflict between Russia and Ukraine.</p><p>A separate China-focused fund, the <a href=\"https://laohu8.com/S/EEME\">iShares</a> MSCI China ETF, <a href=\"https://laohu8.com/S/MCHI\">$(MCHI)$</a> which has nearly $6 billion in assets, was up over 15% on the day and headed for its best day on record, dating back to its inception in 2011.</p><p>For the year, however, both funds are substantially lower, with the <a href=\"https://laohu8.com/S/EGRW\">iShares</a> China ETF down 17% and its KraneShares counterpart off more than 21%.</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>Here's Why Popular China ETFs are on Track for Their Best One-Day Gain in History</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's Why Popular China ETFs are on Track for Their Best One-Day Gain in History\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-03-16 23:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>KraneShares China ETF soars about 30% Wednesday.</p><p>The <a href=\"https://laohu8.com/S/KWEB\">KraneShares CSI China Internet ETF</a> was soaring on Wednesday, on track for its best daily gain, if the rally holds, in its history, as China vowed support its economy.</p><p>At last check, the KraneShares ETF<a href=\"https://laohu8.com/S/KWEB\">$(KWEB)$</a>, which tracks the performance of Chinese companies related to the internet and has over $5 billion in assets, was trading up 30%, which would mark its sharpest daily rally on record, dating back to its inception in 2013, FactSet data show.</p><p>The rally for the popular exchange-traded fund comes as all of the constituents of the fund were rallying by double-digits, including Alibaba Group Holding <a href=\"https://laohu8.com/S/09988\">$(09988)$</a>, Baidu Inc. , Pinduoduo Inc. <a href=\"https://laohu8.com/S/PDD\">$(PDD)$</a>, JD.com <a href=\"https://laohu8.com/S/JD\">$(JD)$</a>, Tencent Holdings, <a href=\"https://laohu8.com/S/00700\">$(00700)$</a> and Weibo <a href=\"https://laohu8.com/S/WB\">$(WB)$</a>, to name a few of its 55 components.</p><p>Tencent, Alibaba and JD.com are the biggest weightings in the ETF.</p><p>China said it would work to stabilize Chinese stock markets and boost economic growth in the first quarter with &#34;concrete actions,&#34; according to state-run Xinhua News Agency.</p><p>China supports overseas listing and has achieved positive progress in discussions with Washington over Chinese stocks listed in U.S. markets, the report said, adding that both sides are working to formulate a detailed cooperation plan.</p><p>The statements were enough to inject a dose of optimism in the markets that have been under pressure amid questions about Beijing oversight of Chinese internet companies, fresh lockdowns in parts of the country to limit COVID&#39;s spread, and questions about China&#39;s future role, if any, in the conflict between Russia and Ukraine.</p><p>A separate China-focused fund, the <a href=\"https://laohu8.com/S/EEME\">iShares</a> MSCI China ETF, <a href=\"https://laohu8.com/S/MCHI\">$(MCHI)$</a> which has nearly $6 billion in assets, was up over 15% on the day and headed for its best day on record, dating back to its inception in 2011.</p><p>For the year, however, both funds are substantially lower, with the <a href=\"https://laohu8.com/S/EGRW\">iShares</a> China ETF down 17% and its KraneShares counterpart off more than 21%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","TCEHY":"腾讯控股ADR","WB":"微博","BK4124":"机动车零配件与设备","09988":"阿里巴巴-SW","MCHI":"中国ETF-iShares MSCI","CAAS":"中汽系统","BIDU":"百度","00700":"腾讯控股","KWEB":"中国海外互联网ETF-KraneShares","JD":"京东","PDD":"拼多多"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219677762","content_text":"KraneShares China ETF soars about 30% Wednesday.The KraneShares CSI China Internet ETF was soaring on Wednesday, on track for its best daily gain, if the rally holds, in its history, as China vowed support its economy.At last check, the KraneShares ETF$(KWEB)$, which tracks the performance of Chinese companies related to the internet and has over $5 billion in assets, was trading up 30%, which would mark its sharpest daily rally on record, dating back to its inception in 2013, FactSet data show.The rally for the popular exchange-traded fund comes as all of the constituents of the fund were rallying by double-digits, including Alibaba Group Holding $(09988)$, Baidu Inc. , Pinduoduo Inc. $(PDD)$, JD.com $(JD)$, Tencent Holdings, $(00700)$ and Weibo $(WB)$, to name a few of its 55 components.Tencent, Alibaba and JD.com are the biggest weightings in the ETF.China said it would work to stabilize Chinese stock markets and boost economic growth in the first quarter with \"concrete actions,\" according to state-run Xinhua News Agency.China supports overseas listing and has achieved positive progress in discussions with Washington over Chinese stocks listed in U.S. markets, the report said, adding that both sides are working to formulate a detailed cooperation plan.The statements were enough to inject a dose of optimism in the markets that have been under pressure amid questions about Beijing oversight of Chinese internet companies, fresh lockdowns in parts of the country to limit COVID's spread, and questions about China's future role, if any, in the conflict between Russia and Ukraine.A separate China-focused fund, the iShares MSCI China ETF, $(MCHI)$ which has nearly $6 billion in assets, was up over 15% on the day and headed for its best day on record, dating back to its inception in 2011.For the year, however, both funds are substantially lower, with the iShares China ETF down 17% and its KraneShares counterpart off more than 21%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074745234,"gmtCreate":1658417088328,"gmtModify":1676536155682,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"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/9074745234","repostId":"1146734237","repostType":4,"repost":{"id":"1146734237","pubTimestamp":1658416042,"share":"https://www.laohu8.com/m/news/1146734237?lang=&edition=full","pubTime":"2022-07-21 23:07","market":"us","language":"en","title":"Palantir Q2'22 Preview: What Investors Can Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=1146734237","media":"seekingalpha","summary":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite go","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir will report its second quarter in three weeks.</li><li>Recent contract wins could reignite government-sourced revenue growth going forward.</li><li>Most important figures for Q2&#39;22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1337a14721b40a7c4630848fd86793c9\" tg-width=\"1080\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p>In less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.</p><p><b>Palantir’s Q2’22: Guidance versus expectations</b></p><p>For the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.</p><p>Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae0d8c2bc654db934a8c0659f605d0ee\" tg-width=\"968\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p><b>Customer monetization could make a difference for Palantir</b></p><p>While new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.</p><p>Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36d0079b19aac177847fce51c57c44ed\" tg-width=\"1280\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>My expectations for Palantir’s Q2’22 are:</p><ul><li>136-140% year over year US commercial revenue growth, sixth straight quarter of top line acceleration</li><li>A total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accounts</li><li>Commercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2&#39;22</li><li>Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentum</li><li>Continual quarter over quarter growth in ACV (average account value) and billings</li></ul><p>Average revenue for the largest 20 customers grew 24% year over year to $45M in Q1&#39;22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.</p><p><b>Low EPS expectations</b></p><p>In each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.</p><p>For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn&#39;t expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/911bd934e283be62ffc078fb5f474986\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>New U.S. Army Contract Win</b></p><p>Just before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.</p><p><b>Risks with Palantir</b></p><p>The two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.</p><p>What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.</p><p><b>Final thoughts</b></p><p>Palantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!</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>Palantir Q2'22 Preview: What Investors Can Expect</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 Q2'22 Preview: What Investors Can Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 23:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146734237","content_text":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.Michael ViIn less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.Palantir’s Q2’22: Guidance versus expectationsFor the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.PalantirCustomer monetization could make a difference for PalantirWhile new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.PalantirMy expectations for Palantir’s Q2’22 are:136-140% year over year US commercial revenue growth, sixth straight quarter of top line accelerationA total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accountsCommercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2'22Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentumContinual quarter over quarter growth in ACV (average account value) and billingsAverage revenue for the largest 20 customers grew 24% year over year to $45M in Q1'22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.Low EPS expectationsIn each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn't expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.Seeking AlphaNew U.S. Army Contract WinJust before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.Risks with PalantirThe two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.Final thoughtsPalantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076615891,"gmtCreate":1657843818213,"gmtModify":1676536070062,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076615891","repostId":"1161904983","repostType":2,"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068754786,"gmtCreate":1651810253945,"gmtModify":1676534976135,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>ok","listText":"<a href=\"https://ttm.financial/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>ok","text":"$Sundial Growers Inc.(SNDL)$ok","images":[{"img":"https://community-static.tradeup.com/news/85c0b6ad574858d697af6220637f8949","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068754786","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9015816338,"gmtCreate":1649463492023,"gmtModify":1676534515369,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"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/9015816338","repostId":"2226575549","repostType":4,"repost":{"id":"2226575549","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":1649460143,"share":"https://www.laohu8.com/m/news/2226575549?lang=&edition=full","pubTime":"2022-04-09 07:22","market":"us","language":"en","title":"US STOCKS-Dow Gains, S&P 500 Ends Lower As Market Weighs Fed Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=2226575549","media":"Reuters","summary":"The Dow rose and the S&P 500 ended lower in choppy trade on Friday, as beaten-down bank shares gained and investors grappled with how best to deal with an economy that could skid as the Federal Reserv","content":"<html><head></head><body><p>The Dow rose and the S&amp;P 500 ended lower in choppy trade on Friday, as beaten-down bank shares gained and investors grappled with how best to deal with an economy that could skid as the Federal Reserve moves to aggressively tackle inflation.</p><p>The yield on the benchmark 10-year U.S. Treasury note hit a three-year high of 2.73%, helping boost the S&amp;P banking index, which rose 1.18%, after slumping to 13-month lows on Thursday. The index is down 10.8% year to date.</p><p>The big rate-sensitive lenders all rose, with JPMorgan Chase &amp; Co gaining 1.8%, $Bank of America Corp(BAC-N)$    0.7%, $Citigroup Inc(C-N)$    1.7% and Goldman Sachs Group Inc    2.3%.</p><p>Since peaking at two-month highs in late March, the market has trended lower as the Fed signals it will aggressively hike rates, leading investors to reposition their portfolios. Economically sensitive value shares this year have outperformed tech-heavy growth stocks, which often depend on low rates.</p><p>&#34;We&#39;re going into a very long-term and meaningful period of value outperforming growth. It&#39;s not merely a cyclical adjustment, but a secular story,&#34; said David Bahnsen, chief investment officer at wealth manager the Bahnsen Group in Newport Beach, California.</p><p>&#34;The value-growth story is a big <a href=\"https://laohu8.com/S/AONE.U\">one</a> and it is a byproduct of two things, which is what you want. Growth is overvalued and value is undervalued,&#34; he said.</p><p>The Russell 1000 Value index rose 0.51% while the Russell 1000 Growth index fell 1.09% on the day.</p><p>Investors are weighing the probability of a recession with two outcomes. On the one hand, the Fed could engineer a &#34;soft landing&#34; with slowing but positive growth, making banks &#34;woefully oversold,&#34; said UBS bank analyst Erika Najarian.</p><p>Or a sharp slowdown is imminent, which would cause a knee-jerk bank share sale as &#34;owning banks in a recession is no fun,&#34; she said.</p><p>Big U.S. banks, which kick off the first-quarter results season next week, are expected to report a large decline in earnings from a year earlier, when they benefited from exceptionally strong dealmaking and trading.</p><p>&#34;There&#39;s always going to be a price at some point where people are going to step in and think things are cheap and they might buy,&#34; said Randy Frederick, managing director, trading and derivatives, at Schwab Center for Financial Research.</p><p>&#34;Perhaps a 52-week low was enough to entice some people into the financial sector,&#34; Frederick said, noting the 10-year Treasury yield was at its highest level since March 2019.</p><p>The Dow Jones Industrial Average    rose 137.55 points, or 0.4%, to 34,721.12, the S&amp;P 500    lost 11.93 points, or 0.27%, to 4,488.28 and the Nasdaq Composite    dropped 186.30 points, or 1.34%, to 13,711.00.</p><p>Volume on U.S. exchanges was 10.37 billion shares.</p><p>For the week, the S&amp;P fell 1.16%, the Dow lost 0.28% and the Nasdaq shed 3.86%, as the index was hit after Fed officials raised concerns about rapid rate hikes causing a slowdown.</p><p>Shares of Tesla Inc, Nvidia Corp and Alphabet Inc fell between 1.9% and 4.5% as megacap stocks extended this week&#39;s decline as the surge in Treasury yields weighed.</p><p>The NYSE FANG+TM index, which includes Amazon.com Inc and Apple Inc, fell 1.76% and semiconductor stocks    slid 2.42%, extending the week&#39;s decline.</p><p>Robinhood Markets Inc fell 6.88% after a report said Goldman Sachs downgraded the online brokerage, while Kroger Co jumped 2.99% on a ratings upgrade.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 58 new 52-week highs and two new lows; the Nasdaq Composite recorded 53 new highs and 184 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-Dow Gains, S&P 500 Ends Lower As Market Weighs Fed Rate Hikes</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-Dow Gains, S&P 500 Ends Lower As Market Weighs Fed Rate Hikes\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\">2022-04-09 07:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Dow rose and the S&amp;P 500 ended lower in choppy trade on Friday, as beaten-down bank shares gained and investors grappled with how best to deal with an economy that could skid as the Federal Reserve moves to aggressively tackle inflation.</p><p>The yield on the benchmark 10-year U.S. Treasury note hit a three-year high of 2.73%, helping boost the S&amp;P banking index, which rose 1.18%, after slumping to 13-month lows on Thursday. The index is down 10.8% year to date.</p><p>The big rate-sensitive lenders all rose, with JPMorgan Chase &amp; Co gaining 1.8%, $Bank of America Corp(BAC-N)$    0.7%, $Citigroup Inc(C-N)$    1.7% and Goldman Sachs Group Inc    2.3%.</p><p>Since peaking at two-month highs in late March, the market has trended lower as the Fed signals it will aggressively hike rates, leading investors to reposition their portfolios. Economically sensitive value shares this year have outperformed tech-heavy growth stocks, which often depend on low rates.</p><p>&#34;We&#39;re going into a very long-term and meaningful period of value outperforming growth. It&#39;s not merely a cyclical adjustment, but a secular story,&#34; said David Bahnsen, chief investment officer at wealth manager the Bahnsen Group in Newport Beach, California.</p><p>&#34;The value-growth story is a big <a href=\"https://laohu8.com/S/AONE.U\">one</a> and it is a byproduct of two things, which is what you want. Growth is overvalued and value is undervalued,&#34; he said.</p><p>The Russell 1000 Value index rose 0.51% while the Russell 1000 Growth index fell 1.09% on the day.</p><p>Investors are weighing the probability of a recession with two outcomes. On the one hand, the Fed could engineer a &#34;soft landing&#34; with slowing but positive growth, making banks &#34;woefully oversold,&#34; said UBS bank analyst Erika Najarian.</p><p>Or a sharp slowdown is imminent, which would cause a knee-jerk bank share sale as &#34;owning banks in a recession is no fun,&#34; she said.</p><p>Big U.S. banks, which kick off the first-quarter results season next week, are expected to report a large decline in earnings from a year earlier, when they benefited from exceptionally strong dealmaking and trading.</p><p>&#34;There&#39;s always going to be a price at some point where people are going to step in and think things are cheap and they might buy,&#34; said Randy Frederick, managing director, trading and derivatives, at Schwab Center for Financial Research.</p><p>&#34;Perhaps a 52-week low was enough to entice some people into the financial sector,&#34; Frederick said, noting the 10-year Treasury yield was at its highest level since March 2019.</p><p>The Dow Jones Industrial Average    rose 137.55 points, or 0.4%, to 34,721.12, the S&amp;P 500    lost 11.93 points, or 0.27%, to 4,488.28 and the Nasdaq Composite    dropped 186.30 points, or 1.34%, to 13,711.00.</p><p>Volume on U.S. exchanges was 10.37 billion shares.</p><p>For the week, the S&amp;P fell 1.16%, the Dow lost 0.28% and the Nasdaq shed 3.86%, as the index was hit after Fed officials raised concerns about rapid rate hikes causing a slowdown.</p><p>Shares of Tesla Inc, Nvidia Corp and Alphabet Inc fell between 1.9% and 4.5% as megacap stocks extended this week&#39;s decline as the surge in Treasury yields weighed.</p><p>The NYSE FANG+TM index, which includes Amazon.com Inc and Apple Inc, fell 1.76% and semiconductor stocks    slid 2.42%, extending the week&#39;s decline.</p><p>Robinhood Markets Inc fell 6.88% after a report said Goldman Sachs downgraded the online brokerage, while Kroger Co jumped 2.99% on a ratings upgrade.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 58 new 52-week highs and two new lows; the Nasdaq Composite recorded 53 new highs and 184 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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","IVV":"标普500指数ETF","BK4534":"瑞士信贷持仓","SSO":"两倍做多标普500ETF","BK4559":"巴菲特持仓","SDS":"两倍做空标普500ETF","BK4550":"红杉资本持仓","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","UPRO":"三倍做多标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226575549","content_text":"The Dow rose and the S&P 500 ended lower in choppy trade on Friday, as beaten-down bank shares gained and investors grappled with how best to deal with an economy that could skid as the Federal Reserve moves to aggressively tackle inflation.The yield on the benchmark 10-year U.S. Treasury note hit a three-year high of 2.73%, helping boost the S&P banking index, which rose 1.18%, after slumping to 13-month lows on Thursday. The index is down 10.8% year to date.The big rate-sensitive lenders all rose, with JPMorgan Chase & Co gaining 1.8%, $Bank of America Corp(BAC-N)$    0.7%, $Citigroup Inc(C-N)$    1.7% and Goldman Sachs Group Inc    2.3%.Since peaking at two-month highs in late March, the market has trended lower as the Fed signals it will aggressively hike rates, leading investors to reposition their portfolios. Economically sensitive value shares this year have outperformed tech-heavy growth stocks, which often depend on low rates.\"We're going into a very long-term and meaningful period of value outperforming growth. It's not merely a cyclical adjustment, but a secular story,\" said David Bahnsen, chief investment officer at wealth manager the Bahnsen Group in Newport Beach, California.\"The value-growth story is a big one and it is a byproduct of two things, which is what you want. Growth is overvalued and value is undervalued,\" he said.The Russell 1000 Value index rose 0.51% while the Russell 1000 Growth index fell 1.09% on the day.Investors are weighing the probability of a recession with two outcomes. On the one hand, the Fed could engineer a \"soft landing\" with slowing but positive growth, making banks \"woefully oversold,\" said UBS bank analyst Erika Najarian.Or a sharp slowdown is imminent, which would cause a knee-jerk bank share sale as \"owning banks in a recession is no fun,\" she said.Big U.S. banks, which kick off the first-quarter results season next week, are expected to report a large decline in earnings from a year earlier, when they benefited from exceptionally strong dealmaking and trading.\"There's always going to be a price at some point where people are going to step in and think things are cheap and they might buy,\" said Randy Frederick, managing director, trading and derivatives, at Schwab Center for Financial Research.\"Perhaps a 52-week low was enough to entice some people into the financial sector,\" Frederick said, noting the 10-year Treasury yield was at its highest level since March 2019.The Dow Jones Industrial Average    rose 137.55 points, or 0.4%, to 34,721.12, the S&P 500    lost 11.93 points, or 0.27%, to 4,488.28 and the Nasdaq Composite    dropped 186.30 points, or 1.34%, to 13,711.00.Volume on U.S. exchanges was 10.37 billion shares.For the week, the S&P fell 1.16%, the Dow lost 0.28% and the Nasdaq shed 3.86%, as the index was hit after Fed officials raised concerns about rapid rate hikes causing a slowdown.Shares of Tesla Inc, Nvidia Corp and Alphabet Inc fell between 1.9% and 4.5% as megacap stocks extended this week's decline as the surge in Treasury yields weighed.The NYSE FANG+TM index, which includes Amazon.com Inc and Apple Inc, fell 1.76% and semiconductor stocks    slid 2.42%, extending the week's decline.Robinhood Markets Inc fell 6.88% after a report said Goldman Sachs downgraded the online brokerage, while Kroger Co jumped 2.99% on a ratings upgrade.Declining issues outnumbered advancing ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored decliners.The S&P 500 posted 58 new 52-week highs and two new lows; the Nasdaq Composite recorded 53 new highs and 184 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034084478,"gmtCreate":1647736212870,"gmtModify":1676534261130,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034084478","repostId":"2220370899","repostType":4,"repost":{"id":"2220370899","pubTimestamp":1647659834,"share":"https://www.laohu8.com/m/news/2220370899?lang=&edition=full","pubTime":"2022-03-19 11:17","market":"us","language":"en","title":"AMD: Time To Spend Some Money","url":"https://stock-news.laohu8.com/highlight/detail?id=2220370899","media":"seekingalpha","summary":"SummaryAMD has fallen close to 8-month lows near $110.The chip company has $9 billion worth of stock","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>AMD has fallen close to 8-month lows near $110.</li><li>The chip company has $9 billion worth of stock buyback power.</li><li>The stock now trades at bargain rates worthy of aggressive buybacks with a &#39;23 EPS boosted target pushing the forward PE below 20x.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6da6e4c59c95c3c3bddfeafc71e69f01\" tg-width=\"750\" tg-height=\"421\" width=\"100%\" height=\"auto\"/><span>Melpomenem/iStock via Getty Images</span></p><p>The market has snapped back the last three days, yet <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) hadn&#39;t made a huge move. The chip company still trades near the recent low of $102 despite the valuation turning into a sudden value play. My investment thesis remains ultra Bullish now, especially with AMD suddenly having a large stock buyback worth unleashing.</p><p><b>$8 Billion Buyback</b></p><p>Back on February 24, AMD launched a new $8 billion share buyback program on top of the prior program from May 2021. The chip company spent $1.8 billion on share buybacks last year, leaving $1.2 billion left for this year for total buyback power to unleash in 2022 of $9.2 billion.</p><p>In general, share buyback programs aren&#39;t appealing for aggressive growth stocks trading at rich multiples. A strong balance sheet with a large cash balance is an asset and provides the business with the security to invest as needed in new growth opportunities.</p><p>Besides, a stock trading at the normal AMD forward PE multiples of over 30x don&#39;t actually reduce share counts to a great extent. The finance department is better focused on improving operations versus repurchasing shares.</p><p>In the case of AMD, with the recent collapse of tech stocks, the company needs to become more aggressive with the share buyback plan. The chip company ended March 17 with the stock at $112 with a market cap of $180 billion.</p><p>The $8 billion buyback power repurchases around 5% of the outstanding shares. Clearly, AMD shouldn&#39;t chase prices much above the current price, as the large buyback amount quickly loses the impact.</p><p>The company ended the quarter with a net cash balance (shown as a negative) of $3.3 billion even after already spending the $1.8 billion last year on share buybacks. The company closed the Xilinx deal in February with their cash balance at the end of 2021 of $2.2 billion, providing the combined AMD with a ~$5.5 billion net cash balance.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a088ec675ee8d4fa4c9fce930a0fe34\" tg-width=\"635\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Just AMD alone generated free cash flow of $3.2 billion last year despite spending on long-term supply chain capacity to increase future supplies. Xilinx alone provides another big source of cash flows generating $0.84 billion for the last 9 months of 2021.</p><p>The combined AMD is expected to see substantial revenue growth this year. Analysts are now targeting growth in the 55% range in 2022. The chip company should be flush with cash flow this year with a general assumption of 55% growth, boosting the $4+ billion in FCF last year to $6+ billion this year before even considering the start of $300 million in cost synergies.</p><p>In total, AMD should have around $11+ billion in total cash available to repurchase shares. No doubt, the chip company has the balance sheet and cash flows to repurchase shares. The only real question is whether the company should spend the money.</p><p><b>Not Just Downside Protection</b></p><p>While AMD should focus on the buyback providing downside protection for the stock, a share reduction in the 5% range would start providing solid upside for shareholders. The company should only start throwing off more and more cash in future years due to the limited capital needed to run the fabless business.</p><p>My previous research highlighted why AMD has the EPS potential of at least $5.50 in 2023, but analysts only have EPS targets at $4.74 next year. Either way, though, a 5% share reduction would boost the current analyst 2023 EPS targets by $0.24.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f868d69956374509823d44c4603d80a8\" tg-width=\"635\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>The semi. company previously wasn&#39;t thought as capable of generating earnings due to the dominating position of <b>Intel</b> (INTC) is now poised to boost EPS by up to $0.24 via just a share buyback. AMD only trades at 24x current analyst 2023 EPS targets, and these numbers appear very conservative.</p><p>My previous 2023 EPS target of $5.50 didn&#39;t even factor in a boost from lower share counts. A 5% share reduction would boost that EPS target by $0.28 and push AMD even closer to a $6 EPS. The stock only trades at 19x the updated share buybacks boosted EPS.</p><p><b>Takeaway</b></p><p>The key investor takeaway is that AMD isn&#39;t likely to trade down at the $112 level long enough for the chip company to make material amounts of share buybacks. If this does happen, shareholders win and have solid downside protection at this level.</p><p>Ultimately, AMD isn&#39;t likely to see much financial benefit from the share buybacks, but an investor should feel comfortable buying the chip stock here with the downside protection. The company should definitely spend every penny on buybacks at this level.</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>AMD: Time To Spend Some Money</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD: Time To Spend Some Money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496549-amd-time-to-spend-some-money><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAMD has fallen close to 8-month lows near $110.The chip company has $9 billion worth of stock buyback power.The stock now trades at bargain rates worthy of aggressive buybacks with a '23 EPS ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496549-amd-time-to-spend-some-money\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4141":"半导体产品","BK4512":"苹果概念","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4575":"芯片概念","BK4532":"文艺复兴科技持仓","BK4573":"虚拟现实","AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc.","BK4534":"瑞士信贷持仓"},"source_url":"https://seekingalpha.com/article/4496549-amd-time-to-spend-some-money","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220370899","content_text":"SummaryAMD has fallen close to 8-month lows near $110.The chip company has $9 billion worth of stock buyback power.The stock now trades at bargain rates worthy of aggressive buybacks with a '23 EPS boosted target pushing the forward PE below 20x.Melpomenem/iStock via Getty ImagesThe market has snapped back the last three days, yet Advanced Micro Devices (NASDAQ:AMD) hadn't made a huge move. The chip company still trades near the recent low of $102 despite the valuation turning into a sudden value play. My investment thesis remains ultra Bullish now, especially with AMD suddenly having a large stock buyback worth unleashing.$8 Billion BuybackBack on February 24, AMD launched a new $8 billion share buyback program on top of the prior program from May 2021. The chip company spent $1.8 billion on share buybacks last year, leaving $1.2 billion left for this year for total buyback power to unleash in 2022 of $9.2 billion.In general, share buyback programs aren't appealing for aggressive growth stocks trading at rich multiples. A strong balance sheet with a large cash balance is an asset and provides the business with the security to invest as needed in new growth opportunities.Besides, a stock trading at the normal AMD forward PE multiples of over 30x don't actually reduce share counts to a great extent. The finance department is better focused on improving operations versus repurchasing shares.In the case of AMD, with the recent collapse of tech stocks, the company needs to become more aggressive with the share buyback plan. The chip company ended March 17 with the stock at $112 with a market cap of $180 billion.The $8 billion buyback power repurchases around 5% of the outstanding shares. Clearly, AMD shouldn't chase prices much above the current price, as the large buyback amount quickly loses the impact.The company ended the quarter with a net cash balance (shown as a negative) of $3.3 billion even after already spending the $1.8 billion last year on share buybacks. The company closed the Xilinx deal in February with their cash balance at the end of 2021 of $2.2 billion, providing the combined AMD with a ~$5.5 billion net cash balance.Data by YChartsJust AMD alone generated free cash flow of $3.2 billion last year despite spending on long-term supply chain capacity to increase future supplies. Xilinx alone provides another big source of cash flows generating $0.84 billion for the last 9 months of 2021.The combined AMD is expected to see substantial revenue growth this year. Analysts are now targeting growth in the 55% range in 2022. The chip company should be flush with cash flow this year with a general assumption of 55% growth, boosting the $4+ billion in FCF last year to $6+ billion this year before even considering the start of $300 million in cost synergies.In total, AMD should have around $11+ billion in total cash available to repurchase shares. No doubt, the chip company has the balance sheet and cash flows to repurchase shares. The only real question is whether the company should spend the money.Not Just Downside ProtectionWhile AMD should focus on the buyback providing downside protection for the stock, a share reduction in the 5% range would start providing solid upside for shareholders. The company should only start throwing off more and more cash in future years due to the limited capital needed to run the fabless business.My previous research highlighted why AMD has the EPS potential of at least $5.50 in 2023, but analysts only have EPS targets at $4.74 next year. Either way, though, a 5% share reduction would boost the current analyst 2023 EPS targets by $0.24.Data by YChartsThe semi. company previously wasn't thought as capable of generating earnings due to the dominating position of Intel (INTC) is now poised to boost EPS by up to $0.24 via just a share buyback. AMD only trades at 24x current analyst 2023 EPS targets, and these numbers appear very conservative.My previous 2023 EPS target of $5.50 didn't even factor in a boost from lower share counts. A 5% share reduction would boost that EPS target by $0.28 and push AMD even closer to a $6 EPS. The stock only trades at 19x the updated share buybacks boosted EPS.TakeawayThe key investor takeaway is that AMD isn't likely to trade down at the $112 level long enough for the chip company to make material amounts of share buybacks. If this does happen, shareholders win and have solid downside protection at this level.Ultimately, AMD isn't likely to see much financial benefit from the share buybacks, but an investor should feel comfortable buying the chip stock here with the downside protection. The company should definitely spend every penny on buybacks at this level.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030741358,"gmtCreate":1645833532078,"gmtModify":1676534067936,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"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/9030741358","repostId":"2214433184","repostType":4,"repost":{"id":"2214433184","pubTimestamp":1645830512,"share":"https://www.laohu8.com/m/news/2214433184?lang=&edition=full","pubTime":"2022-02-26 07:08","market":"us","language":"en","title":"Dow Posts Biggest Gain since Nov 2020 as Wall St Rebounds Second Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2214433184","media":"Reuters","summary":"* All sectors higher, led by gains in materials* Oil prices ease* Indexes: Dow up 2.5%, S&P 500 up 2.2%, Nasdaq up 1.6% (Updates close with volume, additional quotes, details)The Dow on Friday registe","content":"<html><head></head><body><p>* All sectors higher, led by gains in materials</p><p>* Oil prices ease</p><p>* Indexes: Dow up 2.5%, S&amp;P 500 up 2.2%, Nasdaq up 1.6% (Updates close with volume, additional quotes, details)</p><p>The Dow on Friday registered its biggest daily percentage gain since November 2020 with the market rebounding for a second day from the sharp selloff leading up to Russia&#39;s invasion of Ukraine.</p><p>Oil prices fell below $100 a barrel, easing some concerns about higher energy costs, and all 11 of the major S&amp;P 500 sectors ended up on the day. The S&amp;P 500 and Nasdaq also posted gains for the week.</p><p>Russian missiles pounded Kyiv and families cowered in shelters on Friday, a day after Russia unleashed a three-pronged invasion of Ukraine in the biggest attack on a European state since World War <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>.</p><p>Investors also were assessing news that Russian President Vladimir Putin told his Chinese counterpart Xi Jinping in a call that Russia was willing to hold high-level talks with Ukraine, according to China&#39;s foreign ministry.</p><p>Some strategists say stock-selling may have been overdone. The S&amp;P 500 confirmed earlier this week it was in a correction when it ended down more than 10% from its Jan. 3 record closing high.</p><p>&#34;It sure feels a lot more like we&#39;ve really exhausted sentiment in this correction,&#34; said Jim Paulsen, chief investment strategist at The Leuthold Group in Minneapolis, noting that economic fundamentals and corporate health remain favorable.</p><p>The Dow Jones Industrial Average rose 834.92 points, or 2.51%, to 34,058.75, the S&amp;P 500 gained 95.95 points, or 2.24%, to 4,384.65 and the Nasdaq Composite added 221.04 points, or 1.64%, to 13,694.62.</p><p>For the week, the Dow was down 0.1%, the S&amp;P 500 was up 0.8% and the Nasdaq was up 1.1%.</p><p>The West on Thursday unveiled new sanctions on Russia, while NATO Secretary-General Jens Stoltenberg said on Friday the alliance was deploying parts of its combat-ready response force and would continue to send weapons to Ukraine.</p><p>&#34;In general, the sanctions are going to have some bite,&#34; but investors seem to be relieved that Washington dismissed the idea of going to war with Russia, said Kristina Hooper, chief global market strategist at Invesco.</p><p>She said volatility should remain high in the coming days as events in Ukraine dictate market moves, but that focus eventually will turn back to the Federal Reserve and the outlook for interest rates.</p><p>Some strategists noted that the sanctions announced Thursday targeted Russia&#39;s banks but left its energy sector largely untouched.</p><p>Health care gave the S&amp;P 500 its biggest boost.</p><p>Shares of Johnson &amp; Johnson climbed 5% after a U.S. judge ruled that the drugmaker&#39;s subsidiary can remain in bankruptcy, preventing plaintiffs from pursuing 38,000 lawsuits against the company alleging its baby powder and other talc products cause cancer.</p><p>The Cboe Volatility index, Wall Street&#39;s fear gauge, ended down at 27.59.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.29-to-1 ratio; on Nasdaq, a 2.63-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 15 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 66 new lows.</p><p>Volume on U.S. exchanges was 12.47 billion shares, compared with the 12.1 billion average for the full session over the last 20 trading days.</p></body></html>","source":"yahoofinance","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>Dow Posts Biggest Gain since Nov 2020 as Wall St Rebounds Second Day</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\">\nDow Posts Biggest Gain since Nov 2020 as Wall St Rebounds Second Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-26 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-dow-posts-biggest-214015544.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>* All sectors higher, led by gains in materials* Oil prices ease* Indexes: Dow up 2.5%, S&P 500 up 2.2%, Nasdaq up 1.6% (Updates close with volume, additional quotes, details)The Dow on Friday ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-dow-posts-biggest-214015544.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","IVV":"标普500指数ETF","BK4534":"瑞士信贷持仓","SSO":"两倍做多标普500ETF","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓","COMP":"Compass, Inc.","BK4550":"红杉资本持仓","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","BK4079":"房地产服务","BK4504":"桥水持仓","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","BK4539":"次新股"},"source_url":"https://finance.yahoo.com/news/us-stocks-dow-posts-biggest-214015544.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2214433184","content_text":"* All sectors higher, led by gains in materials* Oil prices ease* Indexes: Dow up 2.5%, S&P 500 up 2.2%, Nasdaq up 1.6% (Updates close with volume, additional quotes, details)The Dow on Friday registered its biggest daily percentage gain since November 2020 with the market rebounding for a second day from the sharp selloff leading up to Russia's invasion of Ukraine.Oil prices fell below $100 a barrel, easing some concerns about higher energy costs, and all 11 of the major S&P 500 sectors ended up on the day. The S&P 500 and Nasdaq also posted gains for the week.Russian missiles pounded Kyiv and families cowered in shelters on Friday, a day after Russia unleashed a three-pronged invasion of Ukraine in the biggest attack on a European state since World War Two.Investors also were assessing news that Russian President Vladimir Putin told his Chinese counterpart Xi Jinping in a call that Russia was willing to hold high-level talks with Ukraine, according to China's foreign ministry.Some strategists say stock-selling may have been overdone. The S&P 500 confirmed earlier this week it was in a correction when it ended down more than 10% from its Jan. 3 record closing high.\"It sure feels a lot more like we've really exhausted sentiment in this correction,\" said Jim Paulsen, chief investment strategist at The Leuthold Group in Minneapolis, noting that economic fundamentals and corporate health remain favorable.The Dow Jones Industrial Average rose 834.92 points, or 2.51%, to 34,058.75, the S&P 500 gained 95.95 points, or 2.24%, to 4,384.65 and the Nasdaq Composite added 221.04 points, or 1.64%, to 13,694.62.For the week, the Dow was down 0.1%, the S&P 500 was up 0.8% and the Nasdaq was up 1.1%.The West on Thursday unveiled new sanctions on Russia, while NATO Secretary-General Jens Stoltenberg said on Friday the alliance was deploying parts of its combat-ready response force and would continue to send weapons to Ukraine.\"In general, the sanctions are going to have some bite,\" but investors seem to be relieved that Washington dismissed the idea of going to war with Russia, said Kristina Hooper, chief global market strategist at Invesco.She said volatility should remain high in the coming days as events in Ukraine dictate market moves, but that focus eventually will turn back to the Federal Reserve and the outlook for interest rates.Some strategists noted that the sanctions announced Thursday targeted Russia's banks but left its energy sector largely untouched.Health care gave the S&P 500 its biggest boost.Shares of Johnson & Johnson climbed 5% after a U.S. judge ruled that the drugmaker's subsidiary can remain in bankruptcy, preventing plaintiffs from pursuing 38,000 lawsuits against the company alleging its baby powder and other talc products cause cancer.The Cboe Volatility index, Wall Street's fear gauge, ended down at 27.59.Advancing issues outnumbered declining ones on the NYSE by a 4.29-to-1 ratio; on Nasdaq, a 2.63-to-1 ratio favored advancers.The S&P 500 posted 15 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 66 new lows.Volume on U.S. exchanges was 12.47 billion shares, compared with the 12.1 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088390109,"gmtCreate":1650317171954,"gmtModify":1676534691866,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/F\">$Ford(F)$</a>wow","listText":"<a href=\"https://ttm.financial/S/F\">$Ford(F)$</a>wow","text":"$Ford(F)$wow","images":[{"img":"https://community-static.tradeup.com/news/fc32e2e4d19131079181af9d20ee0836","width":"1080","height":"3006"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088390109","isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9947453000,"gmtCreate":1683528327100,"gmtModify":1683528330969,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"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/9947453000","repostId":"2333425404","repostType":2,"repost":{"id":"2333425404","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":1683528127,"share":"https://www.laohu8.com/m/news/2333425404?lang=&edition=full","pubTime":"2023-05-08 14:42","market":"us","language":"en","title":"U.S. Markets Fear Recession and See Interest Rate Cuts Ahead As Fed Loan Survey Looms","url":"https://stock-news.laohu8.com/highlight/detail?id=2333425404","media":"Dow Jones","summary":"Some investors see a hard landing for the U.S. economy this year resulting from the sharply higher i","content":"<html><head></head><body><p>Some investors see a hard landing for the U.S. economy this year resulting from the sharply higher interest rates engineered by the Federal Reserve to quell inflation and tighter credit conditions in the wake of regional bank sector stress, while others note that consumer spending and employment growth remains healthy, but the Federal Reserve&#39;s loan officer survey due this week may provide more clarity on which view is more accurate.</p><p>&#34;The last two rate hikes were nuts, to be blunt,&#34; said Edward Yardeni, president of Yardeni Research, in a phone interview. The Fed &#34;could really cause a problem coming and going.&#34;</p><p>Concerns still swirl around the banking industry after the failure of Silicon Valley, Signature Bank and First Republic Bank in the past two months and the bond market is expressing the view that the Fed will have to cut interest rates as a result, despite Fed Chair Jerome Powell pushing back on that notion on May 3, the day it announced a 10th straight increase in rates.</p><p>&#34;He did his utmost to convince market participants that the Fed is not going to be lowering interest rates, but will probably keep them where they are for a while,&#34; said Yardeni. &#34;The market&#39;s anticipating a hard landing.&#34;</p><p>But &#34;I&#39;m anticipating a soft landing that will allow the Fed to maintain the fed-funds rate&#34; at the current level possibly through the end of the year, said Yardeni. The federal-funds rate is now at a target range of 5% to 5.25%, after the central bank&#39;s rate hike of a quarter point on May 3.</p><p>&#34;If they just stop here,&#34; he said, &#34;all hope isn&#39;t lost.&#34;</p><p>Yardeni, who sees a 60% chance of a soft-landing scenario and a 40% probability of a hard landing, expects the stock market to be higher by year-end. In his view, October 12 marked the bear-market low for the S&amp;P 500 index, which he said could finish 2023 at 4,600. That&#39;s about 11% above Friday&#39;s close.</p><p>The U.S. stock market ended sharply higher Friday, with the S&amp;P 500 closing at 4,136 for a year-to-date gain of 7.7%, according to FactSet data. But stocks were mostly down for the week, with the S&amp;P 500 falling 0.8%, the Dow Jones Industrial Average sliding 1.2% and the technology-heavy Nasdaq Composite eking out a 0.1% weekly gain.</p><p>&#34;We&#39;re cautious,&#34; said David Bianco, chief investment officer for the Americas at DWS, in a phone interview. &#34;We&#39;re moderately underweight equities.&#34;</p><p>Bianco expects the S&amp;P 500 will be &#34;pretty flat&#34; this year, estimating a fair value of 3,700 -- 4,000. He thinks the index may fall to the low end of that range amid worries over the U.S. debt-ceiling and the path of Fed policy, before moving back up to 4,000 at the end of 2023 &#34;if all goes fairly well.&#34;</p><p>According to Yardeni, the S&amp;P 500 will probably keep fluctuating around 4,000 through the summer, as the market needs &#34;to get a better handle on what the Fed is going to be doing for the rest of the year&#34; and the debt-ceiling debate has to be resolved before the fast-approaching deadline</p><p>The Fed has indicated for a while it wants to bring rates to a restrictive level and keep them there, he said. &#34;I think the banking crisis confirms that they got there.&#34;</p><p>Meanwhile, the Fed&#39;s senior loan officer opinion survey on bank lending practices will be released on Monday. &#34;It&#39;s hard to imagine that it shows anything but credit conditions continuing to tighten,&#34; said Yardeni. &#34;It will certainly include responses reflecting the banking crisis.&#34;</p><p>Bianco said he&#39;s been keeping an eye on the availability and cost of credit as well as &#34;how it affects the willingness of businesses to invest.&#34;</p><h3>Economy-wide recession?</h3><p>The bond market seems to be counting on a recession of at least average magnitude taking care of the U.S. inflation problem, as yields have slid recently despite the Fed hiking rates, according to Bianco.</p><p>The yield on the two-year Treasury note fell 14.4 basis points this past week to 3.920%, its largest weekly decline since the stretch ending March 17 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. On March 12, the Fed announced an emergency program to help banks meet the needs of their depositors after Silicon Valley Bank&#39;s sudden collapse.</p><p>Ten-year Treasury yields dipped almost one basis point this past week to 3.445%, declining along with two-year yields for a second straight week, according to Dow Jones Market Data.</p><p>In Bianco&#39;s view, the Fed won&#39;t cut rates unless there&#39;s a &#34;significant, unmistakable recession of greater-than-average magnitude with rapid deterioration in the labor force.&#34; He described an average U.S. recession as having a 2% peak-to-trough contraction in gross domestic product over about a year.</p><p>Bianco is expecting a &#34;shallow&#34; recession to begin some time in 2023. &#34;To me, the most constructive outlook is the Fed not having to do anything for the rest of the year,&#34; he said. Rate cuts by year-end would not come with &#34;risk-friendly conditions,&#34; warned Bianco. &#34;If that occurs, get out of the way.&#34;</p><h3>Rolling recession?</h3><p>There&#39;s &#34;a great deal of pessimism out there&#34; about the U.S. economic outlook, according to Yardeni, who said he tends to be more &#34;optimistic.&#34;</p><p>He thinks the U.S. has been in &#34;a rolling recession, where different industries have been hit at different times by recessionary pressures,&#34; as opposed to an economy-wide contraction that many investors are fearing this year.</p><p>&#34;We&#39;ve been kind of rolling through one, without the kind of dire consequences that an economy-wide recession would have,&#34; said Yardeni.</p><p>For example, the rolling recession hit the single-family housing market last year as the Fed began raising rates, but multi-family housing remained &#34;quite strong,&#34; he said. Then retailers saw a recession after being stuck with inventory following consumers&#39; &#34;buying binge&#34; for goods during the pandemic before shifting their spending to services.</p><p>&#34;The labor market remains strong because the service economy has done really well,&#34; he said.</p><p>The unemployment rate in the U.S. remains historically low, dipping to 3.4% in April, according to a report Friday from the U.S. Bureau of Labor Statistics. The U.S. economy added 253,000 jobs last month, exceeding the forecast from economists polled by The Wall Street Journal, while wages rose.</p><p>Investors will get a reading on April inflation next week, with data from the consumer-price index due out on Wednesday. The previous monthly measure from the consumer-price index showed that inflation in March was sticky.</p><p>&#34;Sure, we&#39;re off the highs, but it&#39;s still too high for too long,&#34; said Bianco.</p><h3>Fed&#39;s &#39;credibility issue&#39;</h3><p>Yardeni sees the Fed having &#34;this credibility issue that they&#39;re obsessed about&#34; after taking too long to raise rates to fight inflation. It was &#34;an embarrassment to them that they let the inflation genie out of the bottle without responding faster,&#34; he said. &#34;Now I think they want to be tough,&#34; said Yardeni, so &#34;they&#39;re going to do whatever it takes to bring inflation down.&#34;</p><p>Meanwhile, fed-funds futures and the yield on the two-year Treasury note are &#34;screaming that interest rates are going to be heading down over the next year,&#34; said Yardeni. On Friday, traders in fed-funds futures were largely expecting the Fed to pause its interest-rate hikes at its June policy meeting, while betting on rate cuts in the second half of the year, according to the CME FedWatch Tool.</p><p>&#34;Financial stability concerns are going to be an issue at some point, and there is going to be some sort of tightening in credit conditions and standards,&#34; said John Madziyire, head of U.S. Treasurys and TIPS at Vanguard Group in a phone interview. He expects &#34;the Fed is close to the end&#34; of its rate hiking cycle.</p><h3>&#39;Powell&#39;s Plateau&#39;</h3><p>Yardeni says his estimation of a 40% chance of a hard landing acknowledges he has perceived the Fed could break something in the financial system with its aggressive rate increases. The regional-bank failures in mid-March and the start of May seem signs of the Fed having finally broken something, but the central bank continued raising rates later that month and again this past week to fight inflation.</p><p>The Fed has done &#34;a pretty good job&#34; containing the banking crisis, partly through its emergency bank term funding program created in mid-March, Yardeni said. He expects the central bank will now pause its rate hikes but might not have to cut them this year as an economy-wide recession may not be imminent.</p><p>&#34;They&#39;re going to try and achieve Powell&#39;s plateau,&#34; potentially keeping the Fed&#39;s benchmark rate at the current level for a while, he said. &#34;I think that overtime, that will, in fact, help to bring inflation down without causing a recession.&#34;</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. Markets Fear Recession and See Interest Rate Cuts Ahead As Fed Loan Survey Looms</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. Markets Fear Recession and See Interest Rate Cuts Ahead As Fed Loan Survey Looms\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\">2023-05-08 14:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some investors see a hard landing for the U.S. economy this year resulting from the sharply higher interest rates engineered by the Federal Reserve to quell inflation and tighter credit conditions in the wake of regional bank sector stress, while others note that consumer spending and employment growth remains healthy, but the Federal Reserve&#39;s loan officer survey due this week may provide more clarity on which view is more accurate.</p><p>&#34;The last two rate hikes were nuts, to be blunt,&#34; said Edward Yardeni, president of Yardeni Research, in a phone interview. The Fed &#34;could really cause a problem coming and going.&#34;</p><p>Concerns still swirl around the banking industry after the failure of Silicon Valley, Signature Bank and First Republic Bank in the past two months and the bond market is expressing the view that the Fed will have to cut interest rates as a result, despite Fed Chair Jerome Powell pushing back on that notion on May 3, the day it announced a 10th straight increase in rates.</p><p>&#34;He did his utmost to convince market participants that the Fed is not going to be lowering interest rates, but will probably keep them where they are for a while,&#34; said Yardeni. &#34;The market&#39;s anticipating a hard landing.&#34;</p><p>But &#34;I&#39;m anticipating a soft landing that will allow the Fed to maintain the fed-funds rate&#34; at the current level possibly through the end of the year, said Yardeni. The federal-funds rate is now at a target range of 5% to 5.25%, after the central bank&#39;s rate hike of a quarter point on May 3.</p><p>&#34;If they just stop here,&#34; he said, &#34;all hope isn&#39;t lost.&#34;</p><p>Yardeni, who sees a 60% chance of a soft-landing scenario and a 40% probability of a hard landing, expects the stock market to be higher by year-end. In his view, October 12 marked the bear-market low for the S&amp;P 500 index, which he said could finish 2023 at 4,600. That&#39;s about 11% above Friday&#39;s close.</p><p>The U.S. stock market ended sharply higher Friday, with the S&amp;P 500 closing at 4,136 for a year-to-date gain of 7.7%, according to FactSet data. But stocks were mostly down for the week, with the S&amp;P 500 falling 0.8%, the Dow Jones Industrial Average sliding 1.2% and the technology-heavy Nasdaq Composite eking out a 0.1% weekly gain.</p><p>&#34;We&#39;re cautious,&#34; said David Bianco, chief investment officer for the Americas at DWS, in a phone interview. &#34;We&#39;re moderately underweight equities.&#34;</p><p>Bianco expects the S&amp;P 500 will be &#34;pretty flat&#34; this year, estimating a fair value of 3,700 -- 4,000. He thinks the index may fall to the low end of that range amid worries over the U.S. debt-ceiling and the path of Fed policy, before moving back up to 4,000 at the end of 2023 &#34;if all goes fairly well.&#34;</p><p>According to Yardeni, the S&amp;P 500 will probably keep fluctuating around 4,000 through the summer, as the market needs &#34;to get a better handle on what the Fed is going to be doing for the rest of the year&#34; and the debt-ceiling debate has to be resolved before the fast-approaching deadline</p><p>The Fed has indicated for a while it wants to bring rates to a restrictive level and keep them there, he said. &#34;I think the banking crisis confirms that they got there.&#34;</p><p>Meanwhile, the Fed&#39;s senior loan officer opinion survey on bank lending practices will be released on Monday. &#34;It&#39;s hard to imagine that it shows anything but credit conditions continuing to tighten,&#34; said Yardeni. &#34;It will certainly include responses reflecting the banking crisis.&#34;</p><p>Bianco said he&#39;s been keeping an eye on the availability and cost of credit as well as &#34;how it affects the willingness of businesses to invest.&#34;</p><h3>Economy-wide recession?</h3><p>The bond market seems to be counting on a recession of at least average magnitude taking care of the U.S. inflation problem, as yields have slid recently despite the Fed hiking rates, according to Bianco.</p><p>The yield on the two-year Treasury note fell 14.4 basis points this past week to 3.920%, its largest weekly decline since the stretch ending March 17 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. On March 12, the Fed announced an emergency program to help banks meet the needs of their depositors after Silicon Valley Bank&#39;s sudden collapse.</p><p>Ten-year Treasury yields dipped almost one basis point this past week to 3.445%, declining along with two-year yields for a second straight week, according to Dow Jones Market Data.</p><p>In Bianco&#39;s view, the Fed won&#39;t cut rates unless there&#39;s a &#34;significant, unmistakable recession of greater-than-average magnitude with rapid deterioration in the labor force.&#34; He described an average U.S. recession as having a 2% peak-to-trough contraction in gross domestic product over about a year.</p><p>Bianco is expecting a &#34;shallow&#34; recession to begin some time in 2023. &#34;To me, the most constructive outlook is the Fed not having to do anything for the rest of the year,&#34; he said. Rate cuts by year-end would not come with &#34;risk-friendly conditions,&#34; warned Bianco. &#34;If that occurs, get out of the way.&#34;</p><h3>Rolling recession?</h3><p>There&#39;s &#34;a great deal of pessimism out there&#34; about the U.S. economic outlook, according to Yardeni, who said he tends to be more &#34;optimistic.&#34;</p><p>He thinks the U.S. has been in &#34;a rolling recession, where different industries have been hit at different times by recessionary pressures,&#34; as opposed to an economy-wide contraction that many investors are fearing this year.</p><p>&#34;We&#39;ve been kind of rolling through one, without the kind of dire consequences that an economy-wide recession would have,&#34; said Yardeni.</p><p>For example, the rolling recession hit the single-family housing market last year as the Fed began raising rates, but multi-family housing remained &#34;quite strong,&#34; he said. Then retailers saw a recession after being stuck with inventory following consumers&#39; &#34;buying binge&#34; for goods during the pandemic before shifting their spending to services.</p><p>&#34;The labor market remains strong because the service economy has done really well,&#34; he said.</p><p>The unemployment rate in the U.S. remains historically low, dipping to 3.4% in April, according to a report Friday from the U.S. Bureau of Labor Statistics. The U.S. economy added 253,000 jobs last month, exceeding the forecast from economists polled by The Wall Street Journal, while wages rose.</p><p>Investors will get a reading on April inflation next week, with data from the consumer-price index due out on Wednesday. The previous monthly measure from the consumer-price index showed that inflation in March was sticky.</p><p>&#34;Sure, we&#39;re off the highs, but it&#39;s still too high for too long,&#34; said Bianco.</p><h3>Fed&#39;s &#39;credibility issue&#39;</h3><p>Yardeni sees the Fed having &#34;this credibility issue that they&#39;re obsessed about&#34; after taking too long to raise rates to fight inflation. It was &#34;an embarrassment to them that they let the inflation genie out of the bottle without responding faster,&#34; he said. &#34;Now I think they want to be tough,&#34; said Yardeni, so &#34;they&#39;re going to do whatever it takes to bring inflation down.&#34;</p><p>Meanwhile, fed-funds futures and the yield on the two-year Treasury note are &#34;screaming that interest rates are going to be heading down over the next year,&#34; said Yardeni. On Friday, traders in fed-funds futures were largely expecting the Fed to pause its interest-rate hikes at its June policy meeting, while betting on rate cuts in the second half of the year, according to the CME FedWatch Tool.</p><p>&#34;Financial stability concerns are going to be an issue at some point, and there is going to be some sort of tightening in credit conditions and standards,&#34; said John Madziyire, head of U.S. Treasurys and TIPS at Vanguard Group in a phone interview. He expects &#34;the Fed is close to the end&#34; of its rate hiking cycle.</p><h3>&#39;Powell&#39;s Plateau&#39;</h3><p>Yardeni says his estimation of a 40% chance of a hard landing acknowledges he has perceived the Fed could break something in the financial system with its aggressive rate increases. The regional-bank failures in mid-March and the start of May seem signs of the Fed having finally broken something, but the central bank continued raising rates later that month and again this past week to fight inflation.</p><p>The Fed has done &#34;a pretty good job&#34; containing the banking crisis, partly through its emergency bank term funding program created in mid-March, Yardeni said. He expects the central bank will now pause its rate hikes but might not have to cut them this year as an economy-wide recession may not be imminent.</p><p>&#34;They&#39;re going to try and achieve Powell&#39;s plateau,&#34; potentially keeping the Fed&#39;s benchmark rate at the current level for a while, he said. &#34;I think that overtime, that will, in fact, help to bring inflation down without causing a recession.&#34;</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":"2333425404","content_text":"Some investors see a hard landing for the U.S. economy this year resulting from the sharply higher interest rates engineered by the Federal Reserve to quell inflation and tighter credit conditions in the wake of regional bank sector stress, while others note that consumer spending and employment growth remains healthy, but the Federal Reserve's loan officer survey due this week may provide more clarity on which view is more accurate.\"The last two rate hikes were nuts, to be blunt,\" said Edward Yardeni, president of Yardeni Research, in a phone interview. The Fed \"could really cause a problem coming and going.\"Concerns still swirl around the banking industry after the failure of Silicon Valley, Signature Bank and First Republic Bank in the past two months and the bond market is expressing the view that the Fed will have to cut interest rates as a result, despite Fed Chair Jerome Powell pushing back on that notion on May 3, the day it announced a 10th straight increase in rates.\"He did his utmost to convince market participants that the Fed is not going to be lowering interest rates, but will probably keep them where they are for a while,\" said Yardeni. \"The market's anticipating a hard landing.\"But \"I'm anticipating a soft landing that will allow the Fed to maintain the fed-funds rate\" at the current level possibly through the end of the year, said Yardeni. The federal-funds rate is now at a target range of 5% to 5.25%, after the central bank's rate hike of a quarter point on May 3.\"If they just stop here,\" he said, \"all hope isn't lost.\"Yardeni, who sees a 60% chance of a soft-landing scenario and a 40% probability of a hard landing, expects the stock market to be higher by year-end. In his view, October 12 marked the bear-market low for the S&P 500 index, which he said could finish 2023 at 4,600. That's about 11% above Friday's close.The U.S. stock market ended sharply higher Friday, with the S&P 500 closing at 4,136 for a year-to-date gain of 7.7%, according to FactSet data. But stocks were mostly down for the week, with the S&P 500 falling 0.8%, the Dow Jones Industrial Average sliding 1.2% and the technology-heavy Nasdaq Composite eking out a 0.1% weekly gain.\"We're cautious,\" said David Bianco, chief investment officer for the Americas at DWS, in a phone interview. \"We're moderately underweight equities.\"Bianco expects the S&P 500 will be \"pretty flat\" this year, estimating a fair value of 3,700 -- 4,000. He thinks the index may fall to the low end of that range amid worries over the U.S. debt-ceiling and the path of Fed policy, before moving back up to 4,000 at the end of 2023 \"if all goes fairly well.\"According to Yardeni, the S&P 500 will probably keep fluctuating around 4,000 through the summer, as the market needs \"to get a better handle on what the Fed is going to be doing for the rest of the year\" and the debt-ceiling debate has to be resolved before the fast-approaching deadlineThe Fed has indicated for a while it wants to bring rates to a restrictive level and keep them there, he said. \"I think the banking crisis confirms that they got there.\"Meanwhile, the Fed's senior loan officer opinion survey on bank lending practices will be released on Monday. \"It's hard to imagine that it shows anything but credit conditions continuing to tighten,\" said Yardeni. \"It will certainly include responses reflecting the banking crisis.\"Bianco said he's been keeping an eye on the availability and cost of credit as well as \"how it affects the willingness of businesses to invest.\"Economy-wide recession?The bond market seems to be counting on a recession of at least average magnitude taking care of the U.S. inflation problem, as yields have slid recently despite the Fed hiking rates, according to Bianco.The yield on the two-year Treasury note fell 14.4 basis points this past week to 3.920%, its largest weekly decline since the stretch ending March 17 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. On March 12, the Fed announced an emergency program to help banks meet the needs of their depositors after Silicon Valley Bank's sudden collapse.Ten-year Treasury yields dipped almost one basis point this past week to 3.445%, declining along with two-year yields for a second straight week, according to Dow Jones Market Data.In Bianco's view, the Fed won't cut rates unless there's a \"significant, unmistakable recession of greater-than-average magnitude with rapid deterioration in the labor force.\" He described an average U.S. recession as having a 2% peak-to-trough contraction in gross domestic product over about a year.Bianco is expecting a \"shallow\" recession to begin some time in 2023. \"To me, the most constructive outlook is the Fed not having to do anything for the rest of the year,\" he said. Rate cuts by year-end would not come with \"risk-friendly conditions,\" warned Bianco. \"If that occurs, get out of the way.\"Rolling recession?There's \"a great deal of pessimism out there\" about the U.S. economic outlook, according to Yardeni, who said he tends to be more \"optimistic.\"He thinks the U.S. has been in \"a rolling recession, where different industries have been hit at different times by recessionary pressures,\" as opposed to an economy-wide contraction that many investors are fearing this year.\"We've been kind of rolling through one, without the kind of dire consequences that an economy-wide recession would have,\" said Yardeni.For example, the rolling recession hit the single-family housing market last year as the Fed began raising rates, but multi-family housing remained \"quite strong,\" he said. Then retailers saw a recession after being stuck with inventory following consumers' \"buying binge\" for goods during the pandemic before shifting their spending to services.\"The labor market remains strong because the service economy has done really well,\" he said.The unemployment rate in the U.S. remains historically low, dipping to 3.4% in April, according to a report Friday from the U.S. Bureau of Labor Statistics. The U.S. economy added 253,000 jobs last month, exceeding the forecast from economists polled by The Wall Street Journal, while wages rose.Investors will get a reading on April inflation next week, with data from the consumer-price index due out on Wednesday. The previous monthly measure from the consumer-price index showed that inflation in March was sticky.\"Sure, we're off the highs, but it's still too high for too long,\" said Bianco.Fed's 'credibility issue'Yardeni sees the Fed having \"this credibility issue that they're obsessed about\" after taking too long to raise rates to fight inflation. It was \"an embarrassment to them that they let the inflation genie out of the bottle without responding faster,\" he said. \"Now I think they want to be tough,\" said Yardeni, so \"they're going to do whatever it takes to bring inflation down.\"Meanwhile, fed-funds futures and the yield on the two-year Treasury note are \"screaming that interest rates are going to be heading down over the next year,\" said Yardeni. On Friday, traders in fed-funds futures were largely expecting the Fed to pause its interest-rate hikes at its June policy meeting, while betting on rate cuts in the second half of the year, according to the CME FedWatch Tool.\"Financial stability concerns are going to be an issue at some point, and there is going to be some sort of tightening in credit conditions and standards,\" said John Madziyire, head of U.S. Treasurys and TIPS at Vanguard Group in a phone interview. He expects \"the Fed is close to the end\" of its rate hiking cycle.'Powell's Plateau'Yardeni says his estimation of a 40% chance of a hard landing acknowledges he has perceived the Fed could break something in the financial system with its aggressive rate increases. The regional-bank failures in mid-March and the start of May seem signs of the Fed having finally broken something, but the central bank continued raising rates later that month and again this past week to fight inflation.The Fed has done \"a pretty good job\" containing the banking crisis, partly through its emergency bank term funding program created in mid-March, Yardeni said. He expects the central bank will now pause its rate hikes but might not have to cut them this year as an economy-wide recession may not be imminent.\"They're going to try and achieve Powell's plateau,\" potentially keeping the Fed's benchmark rate at the current level for a while, he said. \"I think that overtime, that will, in fact, help to bring inflation down without causing a recession.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947459731,"gmtCreate":1683528255424,"gmtModify":1683528259349,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"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/9947459731","repostId":"2333442688","repostType":2,"repost":{"id":"2333442688","pubTimestamp":1683517837,"share":"https://www.laohu8.com/m/news/2333442688?lang=&edition=full","pubTime":"2023-05-08 11:50","market":"us","language":"en","title":"AI Could Be a $14 Trillion Opportunity by 2030: Here Are 2 No-Brainer Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2333442688","media":"Motley Fool","summary":"The future looks bright for all of these AI-powered stocks.","content":"<html><head></head><body><p>This year has seen windfall gains for several artificial intelligence (AI) companies and start-ups. The launch of OpenAI&#39;s ChatGPT and the rapid expansion of its user base (100 million active monthly users in January) triggered an intense race in the tech sector to rapidly explore and commercialize AI capabilities. Ark Investment Management&#39;s Big Ideas 2023 report claims that AI software can earn up to $14 trillion in revenues by 2030.</p><p>Despite all the excitement, it makes sense for retail investors to take a step back and learn to differentiate fantasy from reality. Betting on companies with unproven AI projects and technologies seems to be a risky proposition. Instead, opting for well-established companies with proven AI technologies can be an excellent way to tap into the $14 trillion AI revolution.</p><p>With that in mind, here&#39;s why <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a> can prove to be top-notch AI stocks for long-term investors.</p><h2><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Once known mostly for its office-productivity software and industry-leading applications such as Word, Excel, and Powerpoint, Microsoft successfully established itself as a prominent cloud-infrastructure provider. According to Synergy Research estimates, Microsoft&#39;s Azure accounted for a 23% share of the global cloud infrastructure services market in the first quarter of 2023, two percentage points higher since the third quarter of 2022. Azure has been gradually diminishing Amazon&#39;s advantage, which saw <strong>Amazon</strong> Web Services&#39; (AWS) market share drop by a percentage point from 34% to 33% in the same time frame.</p><p>Thanks to the partnership with OpenAI, Microsoft is focusing on strengthening its existing offerings by adding generative AI capabilities. The company launched a ChatGPT-integrated version of its Bing search engine (with improved search results), which is making rapid inroads in the internet search market. Microsoft integrated AI tools in its suite of office software to improve productivity and user experience. Finally, Microsoft&#39;s Azure cloud platform now offers a range of services, including AI-powered accessibility solutions and AI-as-a-Service (processing and storage power, framework, and other infrastructure) for clients to build and run their own AI and machine-learning applications.</p><p>While the actual monetization potential of these AI capabilities is not yet apparent, Microsoft&#39;s recent quarterly performance (ending March 31, 2023) raises hopes. The company&#39;s revenues rose by 7% year over year to $52.9 billion, driven by robust growth in AI-driven areas such as cloud and productivity and business processes. Net income is also up by 9% year over year to $18.3 billion.</p><p>Microsoft is currently trading at 33 times earnings, significantly higher than the <strong>Nasdaq Composite&#39;s</strong> price-to-earnings (P/E) ratio of 20.5. While the company may seem relatively expensive, the premium valuation is justified. Unlike many technology companies that make the Nasdaq Composite index, Microsoft is a highly profitable company that returns significant value to shareholders as dividends and share repurchases. Microsoft is also at the forefront of the ongoing AI revolution. Hence, I consider this a smart pick for May 2023.</p><h2><a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a></h2><p>It&#39;s no secret that Intuitive Surgical is a leader in the minimally invasive robotic-assisted surgery space. While the decline in the volume of elective surgeries in the early days of the Covid-19 outbreak and subsequent supply chain challenges affected the company&#39;s financials in the short run, this medical device player has mostly recovered from the shock.</p><p>Intuitive Surgical&#39;s da Vinci Surgical platform leverages the power of AI and machine learning to analyze data about previously performed procedures and generate insights. This helps surgeons improve pre-surgical planning as well as decision-making during an operation, which in turn leads to better patient outcomes. The company plans to use AI for a range of other activities, such as training medical students and residents and selecting the best patient candidates for surgery.</p><p>The recent investment of $12.9 million in Kela Health, a platform that uses AI to reduce surgical complications, is expected to further add to the company&#39;s AI capabilities in the medtech space.</p><p>Intuitive Surgical reported impressive Q1 (ending March 31, 2023) results despite foreign-exchange headwinds and COVID-19-related disruptions in China. Revenues and earnings surpassed consensus estimates, driven mainly by a 26% year-over-year jump in da Vinci procedure volume. The company&#39;s installed base grew by 12% year over year to 7,779 da Vinci systems.</p><p>Intuitive Surgical is trading at nearly 82 times earnings, while the U.S. medical equipment industry is trading at a P/E multiple of 74. However, the premium valuation seems justified considering da Vinci&#39;s large installed base and the success of its razor-and-blade business model. The sale of a new da Vinci system not only brings in upfront revenues but also significant recurring revenues for the accessories and disposables used by these machines. The company&#39;s AI-driven robotic surgery system also benefits from high switching costs. Hence, with Intuitive Surgical well positioned to maintain its market-leading position in the coming years, investors can consider picking this stock in May 2023.</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>AI Could Be a $14 Trillion Opportunity by 2030: Here Are 2 No-Brainer Stocks to Buy 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\">\nAI Could Be a $14 Trillion Opportunity by 2030: Here Are 2 No-Brainer Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-08 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/07/ai-could-be-a-14-trillion-opportunity-by-2030-here/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This year has seen windfall gains for several artificial intelligence (AI) companies and start-ups. The launch of OpenAI's ChatGPT and the rapid expansion of its user base (100 million active monthly ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/07/ai-could-be-a-14-trillion-opportunity-by-2030-here/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ISRG":"直觉外科公司","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2023/05/07/ai-could-be-a-14-trillion-opportunity-by-2030-here/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2333442688","content_text":"This year has seen windfall gains for several artificial intelligence (AI) companies and start-ups. The launch of OpenAI's ChatGPT and the rapid expansion of its user base (100 million active monthly users in January) triggered an intense race in the tech sector to rapidly explore and commercialize AI capabilities. Ark Investment Management's Big Ideas 2023 report claims that AI software can earn up to $14 trillion in revenues by 2030.Despite all the excitement, it makes sense for retail investors to take a step back and learn to differentiate fantasy from reality. Betting on companies with unproven AI projects and technologies seems to be a risky proposition. Instead, opting for well-established companies with proven AI technologies can be an excellent way to tap into the $14 trillion AI revolution.With that in mind, here's why Microsoft and Intuitive Surgical can prove to be top-notch AI stocks for long-term investors.MicrosoftOnce known mostly for its office-productivity software and industry-leading applications such as Word, Excel, and Powerpoint, Microsoft successfully established itself as a prominent cloud-infrastructure provider. According to Synergy Research estimates, Microsoft's Azure accounted for a 23% share of the global cloud infrastructure services market in the first quarter of 2023, two percentage points higher since the third quarter of 2022. Azure has been gradually diminishing Amazon's advantage, which saw Amazon Web Services' (AWS) market share drop by a percentage point from 34% to 33% in the same time frame.Thanks to the partnership with OpenAI, Microsoft is focusing on strengthening its existing offerings by adding generative AI capabilities. The company launched a ChatGPT-integrated version of its Bing search engine (with improved search results), which is making rapid inroads in the internet search market. Microsoft integrated AI tools in its suite of office software to improve productivity and user experience. Finally, Microsoft's Azure cloud platform now offers a range of services, including AI-powered accessibility solutions and AI-as-a-Service (processing and storage power, framework, and other infrastructure) for clients to build and run their own AI and machine-learning applications.While the actual monetization potential of these AI capabilities is not yet apparent, Microsoft's recent quarterly performance (ending March 31, 2023) raises hopes. The company's revenues rose by 7% year over year to $52.9 billion, driven by robust growth in AI-driven areas such as cloud and productivity and business processes. Net income is also up by 9% year over year to $18.3 billion.Microsoft is currently trading at 33 times earnings, significantly higher than the Nasdaq Composite's price-to-earnings (P/E) ratio of 20.5. While the company may seem relatively expensive, the premium valuation is justified. Unlike many technology companies that make the Nasdaq Composite index, Microsoft is a highly profitable company that returns significant value to shareholders as dividends and share repurchases. Microsoft is also at the forefront of the ongoing AI revolution. Hence, I consider this a smart pick for May 2023.Intuitive SurgicalIt's no secret that Intuitive Surgical is a leader in the minimally invasive robotic-assisted surgery space. While the decline in the volume of elective surgeries in the early days of the Covid-19 outbreak and subsequent supply chain challenges affected the company's financials in the short run, this medical device player has mostly recovered from the shock.Intuitive Surgical's da Vinci Surgical platform leverages the power of AI and machine learning to analyze data about previously performed procedures and generate insights. This helps surgeons improve pre-surgical planning as well as decision-making during an operation, which in turn leads to better patient outcomes. The company plans to use AI for a range of other activities, such as training medical students and residents and selecting the best patient candidates for surgery.The recent investment of $12.9 million in Kela Health, a platform that uses AI to reduce surgical complications, is expected to further add to the company's AI capabilities in the medtech space.Intuitive Surgical reported impressive Q1 (ending March 31, 2023) results despite foreign-exchange headwinds and COVID-19-related disruptions in China. Revenues and earnings surpassed consensus estimates, driven mainly by a 26% year-over-year jump in da Vinci procedure volume. The company's installed base grew by 12% year over year to 7,779 da Vinci systems.Intuitive Surgical is trading at nearly 82 times earnings, while the U.S. medical equipment industry is trading at a P/E multiple of 74. However, the premium valuation seems justified considering da Vinci's large installed base and the success of its razor-and-blade business model. The sale of a new da Vinci system not only brings in upfront revenues but also significant recurring revenues for the accessories and disposables used by these machines. The company's AI-driven robotic surgery system also benefits from high switching costs. Hence, with Intuitive Surgical well positioned to maintain its market-leading position in the coming years, investors can consider picking this stock in May 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022502634,"gmtCreate":1653539677728,"gmtModify":1676535301296,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 44984tgr","avatar":"https://community-static.tradeup.com/news/4d2fb5cfce52c0c6c677c5256368e431","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>ok","listText":"<a href=\"https://ttm.financial/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>ok","text":"$GENTING SINGAPORE LIMITED(G13.SI)$ok","images":[{"img":"https://community-static.tradeup.com/news/e87b8db71f1394f359ebeb3f185ba737","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022502634","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}