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Super8
2022-08-26
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Tesla's Stock Split Has Taken Effect. Now What?
Super8
2022-08-26
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China and U.S Sign Agreement on Audit Dispute
Super8
2022-08-25
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NVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%
Super8
2022-08-24
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Pre-Bell|U.S. Futures Edge up; Bed Bath & Beyond Soars 31%
Super8
2022-08-23
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3 Things You Should Know About the Tesla Stock Split
Super8
2022-08-22
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Don't Panic Over Sea Limited Stock
Super8
2022-08-21
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Top Stock Highlights of the Week: Keppel Corporation, Sea Limited and Singapore as the Millionaire Capital
Super8
2022-08-20
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Super8
2022-08-19
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Estee Lauder Non-GAAP EPS of $0.42 Beats By $0.06, Revenue of $3.56B Beats By $80M
Super8
2022-08-19
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Energy Stocks Gained in Morning Trading
Super8
2022-08-18
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Fed Officials Saw Need to Slow Rate-Hike Pace “At Some Point”
Super8
2022-08-16
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Super8
2022-08-15
Like pleases
3 Semiconductor Stocks to Buy Now, Including Nvidia
Super8
2022-08-14
Wow
Missed Out on the FAANG Stocks? Buy the CASH Stocks Instead
Super8
2022-08-14
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How to Make 300% in the Stock Market Without Really Trying
Super8
2022-08-12
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Streaming Media Stocks Took off After Disney's Strong Q2 Financial Result
Super8
2022-08-12
$Apple(AAPL)$
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Super8
2022-08-12
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Semiconductor Earnings Season Shows Strong Buys, Sells
Super8
2022-08-11
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Better Buy: AMD vs. Micron Technology
Super8
2022-08-11
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16:30","market":"us","language":"en","title":"Tesla's Stock Split Has Taken Effect. Now What?","url":"https://stock-news.laohu8.com/highlight/detail?id=2262954967","media":"Motley Fool","summary":"Tesla's 3-for-1 stock split is now live, but investors should be focusing on the company itself.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Tesla stock just became two-thirds cheaper to buy, which is a bonus for smaller investors.</li><li>Investors should be focused on the company's goal to produce 20 million cars per year by 2030.</li><li>Tesla has plenty of cash and is highly profitable, so it can continue to invest in growth.</li></ul><p>Electric vehicle powerhouse <b>Tesla</b> is the latest in a string of high-profile technology companies to execute a stock split this year. At the close of trading on Aug. 24, the company's 3-for-1 split went into effect.</p><p>It means the number of Tesla shares in circulation increased threefold, which has cut the price of each share by two-thirds, from $891.30 to $297.10. The move is designed to make Tesla stock more accessible to smaller investors, which could broaden the company's shareholder base.</p><p>It's important to remember the stock split is entirely cosmetic and that it doesn't add any value to the company itself. Instead, investors should remain focused on Tesla's long-term potential -- especially since there's so much of it.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9a1113bc9e4112192c3d71615dbc9f4\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>The road to 20 million electric vehicles</h2><p>Tesla is the world's leading manufacturer of electric vehicles. Its success comes not only from the popularity of its cars but also the precision of its production processes, which has allowed the company to rapidly scale and remain dominant even while expanding into new countries.</p><p>In 2017, Tesla delivered 101,312 electric cars. In 2021 that number was more than nine times higher, at 936,172. And thanks to two brand-new gigafactories in Austin, Texas, and Berlin, Germany, the company will have the capacity to manufacture 2 million cars per year by the end of 2022.</p><p>For investors, that growth has coincided with a more than 1,100% gain in Tesla stock over the past five years. Therefore, when Tesla CEO Elon Musk says the company aims to grow production 10-fold from here by the end of the current decade, it might be a signal that the stock is set for another long-term run as well. The recent stock split will truly be a distant memory by then -- in fact, it's possible the company will need another one!</p><p>By 2030, Tesla thinks it will be producing 20 million electric vehicles after adding another 10 to 12 gigafactories between now and then to reach that capacity. It's an ambitious goal, but history proves that sort of growth is well within the company's wheelhouse, and it has the financial performance to deliver it.</p><h2>Tesla could cross $100 billion in revenue next year</h2><p>Naturally, Tesla's revenue growth has been just as impressive as its growth in production and deliveries. Between 2017 and 2021, the metric expanded at a compound annual rate of 46% and based on analysts' estimates of $83.9 billion in 2022 sales, that growth rate will accelerate to 56% this year.</p><p><img src=\"https://static.tigerbbs.com/0d868ee67b65fd3a3dd53adc0b4b64fe\" tg-width=\"700\" tg-height=\"421\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In 2023, the company is expected to generate over $100 billion in annual revenue for the very first time, but there's an even more exciting story beneath the surface of that number.</p><p>For the 2021 full year, Tesla had a gross profit margin of 29.3% on its electric vehicles. It was a big jump from 25.6% in 2020 and 21.2% in 2019. The figure has increased even further to 30.4% in the first half of 2022. Why does that matter? The company's gross margin has steadily climbed alongside the number of cars it has produced, which means as Tesla grows larger and makes more cars, it's also becoming even more profitable.</p><p>A higher gross margin typically gives the company more money to invest in initiatives like new gigafactories, or it could simply result in more money flowing to its bottom line, which would add to the $18.3 billion cash pile Tesla is currently sitting on.</p><h2>Buy Tesla stock for the company, not the stock split</h2><p>For all of the reasons mentioned above, investors should focus on Tesla as a company rather than inconsequential factors like its stock split. But there is one caveat to buying the stock for investors who have shorter-term goals.</p><p>Over the past four quarters, Tesla has generated non-GAAP (adjusted) net income (profit) of $11.3 billion, which translates to $9.89 in earnings per share. That places the stock at a price-to-earnings multiple of 90, which is three-times higher than the <b>Nasdaq 100</b> technology index's multiple of 27.2, for example. In other words, Tesla is relatively expensive right now.</p><p>But if the company manages to add a dozen gigafactories and can produce 20 million cars each year by 2030, then it should be worth well beyond its presently lofty valuation, so there will likely be gains on the table for long-term investors in that scenario.</p><p>For smaller investors, the stock split does offer an opportunity to buy Tesla stock now for significantly less outlay than was previously required.</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>Tesla's Stock Split Has Taken Effect. Now What?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Stock Split Has Taken Effect. Now What?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 16:30 GMT+8 <a href=https://www.fool.com/investing/2022/08/25/teslas-stock-split-has-taken-effect-now-what/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla stock just became two-thirds cheaper to buy, which is a bonus for smaller investors.Investors should be focused on the company's goal to produce 20 million cars per year by 2030.Tesla ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/25/teslas-stock-split-has-taken-effect-now-what/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/08/25/teslas-stock-split-has-taken-effect-now-what/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262954967","content_text":"KEY POINTSTesla stock just became two-thirds cheaper to buy, which is a bonus for smaller investors.Investors should be focused on the company's goal to produce 20 million cars per year by 2030.Tesla has plenty of cash and is highly profitable, so it can continue to invest in growth.Electric vehicle powerhouse Tesla is the latest in a string of high-profile technology companies to execute a stock split this year. At the close of trading on Aug. 24, the company's 3-for-1 split went into effect.It means the number of Tesla shares in circulation increased threefold, which has cut the price of each share by two-thirds, from $891.30 to $297.10. The move is designed to make Tesla stock more accessible to smaller investors, which could broaden the company's shareholder base.It's important to remember the stock split is entirely cosmetic and that it doesn't add any value to the company itself. Instead, investors should remain focused on Tesla's long-term potential -- especially since there's so much of it.Image source: Getty Images.The road to 20 million electric vehiclesTesla is the world's leading manufacturer of electric vehicles. Its success comes not only from the popularity of its cars but also the precision of its production processes, which has allowed the company to rapidly scale and remain dominant even while expanding into new countries.In 2017, Tesla delivered 101,312 electric cars. In 2021 that number was more than nine times higher, at 936,172. And thanks to two brand-new gigafactories in Austin, Texas, and Berlin, Germany, the company will have the capacity to manufacture 2 million cars per year by the end of 2022.For investors, that growth has coincided with a more than 1,100% gain in Tesla stock over the past five years. Therefore, when Tesla CEO Elon Musk says the company aims to grow production 10-fold from here by the end of the current decade, it might be a signal that the stock is set for another long-term run as well. The recent stock split will truly be a distant memory by then -- in fact, it's possible the company will need another one!By 2030, Tesla thinks it will be producing 20 million electric vehicles after adding another 10 to 12 gigafactories between now and then to reach that capacity. It's an ambitious goal, but history proves that sort of growth is well within the company's wheelhouse, and it has the financial performance to deliver it.Tesla could cross $100 billion in revenue next yearNaturally, Tesla's revenue growth has been just as impressive as its growth in production and deliveries. Between 2017 and 2021, the metric expanded at a compound annual rate of 46% and based on analysts' estimates of $83.9 billion in 2022 sales, that growth rate will accelerate to 56% this year.In 2023, the company is expected to generate over $100 billion in annual revenue for the very first time, but there's an even more exciting story beneath the surface of that number.For the 2021 full year, Tesla had a gross profit margin of 29.3% on its electric vehicles. It was a big jump from 25.6% in 2020 and 21.2% in 2019. The figure has increased even further to 30.4% in the first half of 2022. Why does that matter? The company's gross margin has steadily climbed alongside the number of cars it has produced, which means as Tesla grows larger and makes more cars, it's also becoming even more profitable.A higher gross margin typically gives the company more money to invest in initiatives like new gigafactories, or it could simply result in more money flowing to its bottom line, which would add to the $18.3 billion cash pile Tesla is currently sitting on.Buy Tesla stock for the company, not the stock splitFor all of the reasons mentioned above, investors should focus on Tesla as a company rather than inconsequential factors like its stock split. But there is one caveat to buying the stock for investors who have shorter-term goals.Over the past four quarters, Tesla has generated non-GAAP (adjusted) net income (profit) of $11.3 billion, which translates to $9.89 in earnings per share. That places the stock at a price-to-earnings multiple of 90, which is three-times higher than the Nasdaq 100 technology index's multiple of 27.2, for example. In other words, Tesla is relatively expensive right now.But if the company manages to add a dozen gigafactories and can produce 20 million cars each year by 2030, then it should be worth well beyond its presently lofty valuation, so there will likely be gains on the table for long-term investors in that scenario.For smaller investors, the stock split does offer an opportunity to buy Tesla stock now for significantly less outlay than was previously required.","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995728513,"gmtCreate":1661521792435,"gmtModify":1676536534330,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"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/9995728513","repostId":"1150012863","repostType":4,"repost":{"id":"1150012863","pubTimestamp":1661515718,"share":"https://ttm.financial/m/news/1150012863?lang=&edition=fundamental","pubTime":"2022-08-26 20:08","market":"us","language":"en","title":"China and U.S Sign Agreement on Audit Dispute","url":"https://stock-news.laohu8.com/highlight/detail?id=1150012863","media":"PCAOB","summary":"FACT SHEET: CHINA AGREEMENTStatement of Protocol Marks First Step Toward Complete Access for PCAOB t","content":"<html><head></head><body><p><b>FACT SHEET: CHINA AGREEMENT</b></p><p>Statement of Protocol Marks First Step Toward Complete Access for PCAOB to Select, Inspect and Investigate in China</p><p>Washington, Aug. 26, 2022</p><p>On August 26, 2022, the Public Company Accounting Oversight Board (PCAOB) signed a Statement of Protocol with the China Securities Regulatory Commission and the Ministry of Finance of the People's Republic of China, taking the first step toward opening access for the PCAOB to inspect and investigate registered public accounting firms headquartered in mainland China and Hong Kong completely, consistent with U.S law.</p><p><b>Three Keys to Complete Access</b></p><p><b>This is the most detailed and prescriptive agreement the PCAOB has ever reached with China. Itincludes three provisions that, if abided by, would grant the PCAOB complete access for the first time:</b></p><ol><li><b>The PCAOB has sole discretion to select the firms, audit engagements and potential violations it inspects and investigates – without consultation with, nor input from, Chinese authorities.</b></li><li><b>Procedures are in place for PCAOB inspectors and investigators to view complete audit work papers with all information included and for the PCAOB to retain information as needed.</b></li><li><b>The PCAOB has direct access to interview and take testimony from all personnel associated with the audits the PCAOB inspects or investigates.</b></li></ol><p><b>Only a First Step</b></p><ul><li><b>While significant, the Statement of Protocol is only a first step. The real test comes next, as the PCAOB prepares to have inspectors on the ground by mid-September and begin conducting on-site inspections and investigations of firms headquartered in mainland China and Hong Kong.</b></li><li><b>Whether the PCAOB can make a determination that China is no longer obstructing access depends on whether China abides by this agreement and allows for full and timely access to information.</b></li><li><b>The Holding Foreign Companies Accountable Act is clear that the PCAOB must be able to inspect and investigate “completely,” and the PCAOB will demand the complete access the law requires.</b></li></ul><p><b><i>Additional Background:</i></b> The PCAOB inspects and investigates registered public accounting firms in more than 50 jurisdictions around the world, consistent with its mandate under the Sarbanes-Oxley Act. But, for more than a decade, the PCAOB’s access to inspect and investigate registered public accounting firms in mainland China and Hong Kong has been obstructed.</p><p>In 2020, Congress passed the Holding Foreign Companies Accountable Act (HFCAA). Under the HFCAA, beginning with 2021, after three consecutive years of PCAOB determinations that positions taken by authorities in the People's Republic of China (PRC) obstructed the PCAOB’s ability to inspect and investigate registered public accounting firms in mainland China and Hong Kong completely, the companies audited by those firms would be subject to a trading prohibition on U.S. markets. Such a trading prohibition would be carried out by the Securities and Exchange Commission (SEC) and would apply to companies the SEC identifies as having used registered public accounting firms in mainland China and Hong Kong for three consecutive years.</p><p>In 2021, the PCAOB made determinations that the positions taken by PRC authorities prevented the PCAOB from inspecting and investigating in mainland China and Hong Kong completely.</p><p>The PCAOB is now required to reassess its determinations by the end of 2022.</p></body></html>","source":"lsy1661516930868","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>China and U.S Sign Agreement on Audit Dispute</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\">\nChina and U.S Sign Agreement on Audit Dispute\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 20:08 GMT+8 <a href=https://pcaobus.org/news-events/news-releases/news-release-detail/fact-sheet-china-agreement><strong>PCAOB</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FACT SHEET: CHINA AGREEMENTStatement of Protocol Marks First Step Toward Complete Access for PCAOB to Select, Inspect and Investigate in ChinaWashington, Aug. 26, 2022On August 26, 2022, the Public ...</p>\n\n<a href=\"https://pcaobus.org/news-events/news-releases/news-release-detail/fact-sheet-china-agreement\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","JD":"京东","XPEV":"小鹏汽车","BABA":"阿里巴巴","BEKE":"贝壳","NIO":"蔚来","BILI":"哔哩哔哩","PDD":"拼多多","BIDU":"百度","NTES":"网易"},"source_url":"https://pcaobus.org/news-events/news-releases/news-release-detail/fact-sheet-china-agreement","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150012863","content_text":"FACT SHEET: CHINA AGREEMENTStatement of Protocol Marks First Step Toward Complete Access for PCAOB to Select, Inspect and Investigate in ChinaWashington, Aug. 26, 2022On August 26, 2022, the Public Company Accounting Oversight Board (PCAOB) signed a Statement of Protocol with the China Securities Regulatory Commission and the Ministry of Finance of the People's Republic of China, taking the first step toward opening access for the PCAOB to inspect and investigate registered public accounting firms headquartered in mainland China and Hong Kong completely, consistent with U.S law.Three Keys to Complete AccessThis is the most detailed and prescriptive agreement the PCAOB has ever reached with China. Itincludes three provisions that, if abided by, would grant the PCAOB complete access for the first time:The PCAOB has sole discretion to select the firms, audit engagements and potential violations it inspects and investigates – without consultation with, nor input from, Chinese authorities.Procedures are in place for PCAOB inspectors and investigators to view complete audit work papers with all information included and for the PCAOB to retain information as needed.The PCAOB has direct access to interview and take testimony from all personnel associated with the audits the PCAOB inspects or investigates.Only a First StepWhile significant, the Statement of Protocol is only a first step. The real test comes next, as the PCAOB prepares to have inspectors on the ground by mid-September and begin conducting on-site inspections and investigations of firms headquartered in mainland China and Hong Kong.Whether the PCAOB can make a determination that China is no longer obstructing access depends on whether China abides by this agreement and allows for full and timely access to information.The Holding Foreign Companies Accountable Act is clear that the PCAOB must be able to inspect and investigate “completely,” and the PCAOB will demand the complete access the law requires.Additional Background: The PCAOB inspects and investigates registered public accounting firms in more than 50 jurisdictions around the world, consistent with its mandate under the Sarbanes-Oxley Act. But, for more than a decade, the PCAOB’s access to inspect and investigate registered public accounting firms in mainland China and Hong Kong has been obstructed.In 2020, Congress passed the Holding Foreign Companies Accountable Act (HFCAA). Under the HFCAA, beginning with 2021, after three consecutive years of PCAOB determinations that positions taken by authorities in the People's Republic of China (PRC) obstructed the PCAOB’s ability to inspect and investigate registered public accounting firms in mainland China and Hong Kong completely, the companies audited by those firms would be subject to a trading prohibition on U.S. markets. Such a trading prohibition would be carried out by the Securities and Exchange Commission (SEC) and would apply to companies the SEC identifies as having used registered public accounting firms in mainland China and Hong Kong for three consecutive years.In 2021, the PCAOB made determinations that the positions taken by PRC authorities prevented the PCAOB from inspecting and investigating in mainland China and Hong Kong completely.The PCAOB is now required to reassess its determinations by the end of 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992773501,"gmtCreate":1661383813105,"gmtModify":1676536506640,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"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/9992773501","repostId":"2262334674","repostType":2,"repost":{"id":"2262334674","pubTimestamp":1661382667,"share":"https://ttm.financial/m/news/2262334674?lang=&edition=fundamental","pubTime":"2022-08-25 07:11","market":"us","language":"en","title":"NVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2262334674","media":"StreetInsider","summary":"NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results,","content":"<html><head></head><body><p>NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results, with revenue of $6.7 billion (up 3% year-over-year) coming in worse than the consensus estimate of $6.83 billion. Q2 EPS came in at $0.51, compared to the consensus estimate of $0.50.</p><p>Q2 Data Center revenue was up 61% year-over-year to $3.81 billion, while Gaming revenue was down 33% year-over-year to $2.04 billion. Professional Visualization revenue declined 4% year-over-year to $496 million. Automotive revenue grew 45% year-over-year to $220 million.</p><p>The company expects Q3 revenue of $5.90 billion, plus or minus 2%, worse than the consensus estimate of $6.92 billion.</p><p>“We are navigating our supply chain transitions in a challenging macro environment and we will get through this,” said Jensen Huang, founder and CEO of NVIDIA.</p><p>The company also declared a quarterly dividend of $0.04 per share, payable on September 29 to stockholders of record on September 8.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 07:11 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=20506243><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results, with revenue of $6.7 billion (up 3% year-over-year) coming in worse than the consensus estimate of ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20506243\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20506243","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262334674","content_text":"NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results, with revenue of $6.7 billion (up 3% year-over-year) coming in worse than the consensus estimate of $6.83 billion. Q2 EPS came in at $0.51, compared to the consensus estimate of $0.50.Q2 Data Center revenue was up 61% year-over-year to $3.81 billion, while Gaming revenue was down 33% year-over-year to $2.04 billion. Professional Visualization revenue declined 4% year-over-year to $496 million. Automotive revenue grew 45% year-over-year to $220 million.The company expects Q3 revenue of $5.90 billion, plus or minus 2%, worse than the consensus estimate of $6.92 billion.“We are navigating our supply chain transitions in a challenging macro environment and we will get through this,” said Jensen Huang, founder and CEO of NVIDIA.The company also declared a quarterly dividend of $0.04 per share, payable on September 29 to stockholders of record on September 8.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992567539,"gmtCreate":1661343391223,"gmtModify":1676536499888,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992567539","repostId":"1123698778","repostType":2,"repost":{"id":"1123698778","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":1661343132,"share":"https://ttm.financial/m/news/1123698778?lang=&edition=fundamental","pubTime":"2022-08-24 20:12","market":"us","language":"en","title":"Pre-Bell|U.S. Futures Edge up; Bed Bath & Beyond Soars 31%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123698778","media":"Tiger Newspress","summary":"U.S. stock index futures edge up on Wednesday although recent economic data fueled fears of a slowdo","content":"<html><head></head><body><p>U.S. stock index futures edge up on Wednesday although recent economic data fueled fears of a slowdown ahead of the Federal Reserve's annual conference this week where the central bank is expected to reinforce its commitment to getting inflation under control.</p><p>Investor focus will be on the Jackson Hole symposium which begins on Thursday and remarks from Fed Chair Jerome Powell the day after for clues on whether the central bank can achieve a "soft landing".</p><p><b>Market Snapshot</b></p><p>At 08:00 a.m. ET, Dow e-minis were up 30 points, or 0.09%, S&P 500 e-minis were up 8.75 points, or 0.21%, and Nasdaq 100 e-minis were up 30.75 points, or 0.24%.</p><p><img src=\"https://static.tigerbbs.com/074fd51ad167c5245bb4ebd33932ede9\" tg-width=\"420\" tg-height=\"183\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b>Bed Bath & Beyond (BBBY) </b>– Bed Bath & Beyond surged 31.8% in premarket action after the Wall Street Journal reported that the housewares retailer had lined up financing to shore up its liquidity.</p><p><b>Nordstrom (JWN)</b> – Nordstrom shares tumbled 13% in the premarket after the retailer cut its full year outlook, saying foot traffic had diminished at the end of its most recent quarter and that it was aggressively working to cut inventory levels. Nordstrom reported better than expected profit and revenue for its second quarter.</p><p><b>Intuit (INTU) </b>– Intuit jumped 5.9% in premarket trading after beating Street forecasts for quarterly profit and revenue and issuing an upbeat forecast. The provider of financial software also raised its quarterly dividend by 15% and increased its share buyback authorization.</p><p><b>Farfetch (FTCH)</b> – The luxury e-commerce specialist's stock soared 18.4% in premarket action, following its deal to buy 47.5% of online fashion retailer YNAP from Switzerland's Richemont for more than 50 million Farfetch shares.</p><p><b>Petco (</b><b>WOOF</b><b>)</b> – The pet products retailer fell short of Street forecasts on both the top and bottom lines for its latest quarter, and cut its full year outlook as it faced higher costs. Petco shares fell 5.7% in the premarket.</p><p><b>Brinker International (EAT)</b> –The parent of the Chili’s and Maggiano’s restaurant chains saw its stock slide 7.3% in premarket trading after it missed estimates with its quarterly earnings, impacted by higher costs. It also issued a lower than expected full-year outlook.</p><p><b>Toll Brothers (TOL) </b>– Toll Brothers slid 2.6% in premarket trading after the luxury home builder cut its deliveries guidance for the year amid supply chain issues and labor shortages. For its most recent quarter, Toll Brothers reported better than expected earnings but saw revenue fall short of Street forecasts.</p><p><b>Urban Outfitters (URBN)</b> – Urban Outfitters fell 1.5% in the premarket after the apparel retailer reported lower than expected quarterly profit. Urban Outfitters saw improved sales in its stores as customer traffic increased, but also reported a decline in digital sales.</p><p><b>La-Z-Boy (LZB)</b> – La-Z-Boy shares staged a 6.6% premarket rally after the furniture retailer reported a better than expected quarter and issued an upbeat outlook. It issued cautious comments regarding the possible impact of macroeconomic uncertainty.</p><p><b>Advance Auto Parts (AAP)</b> – Advance Auto Parts stumbled 5.9% in the premarket after missing analyst estimates on both the top and bottom lines for its latest quarter, as well as lowering its outlook. The auto parts retailer said inflation and higher fuel costs had a negative effect on its do-it-yourself business during the quarter.</p><p><b>Market News</b></p><p><b>Goldman Says Hedge Funds Back Betting Big on Megacap Tech Stocks</b></p><p>Hedge funds ramped up bets on megacap US tech stocks and whittled down overall holdings to focus on favored names last quarter, with conviction climbing back to levels seen at the start of the pandemic, according to Goldman Sachs Group Inc.</p><p>Amazon.com Inc. supplanted Microsoft Corp. as the most popular long position, a timely call given that the former has rallied 26% this quarter versus an 8% climb in the latter. The funds also boosted bets on Nvidia Corp., Apple Inc., Atlassian Corp. and Tesla Inc., according to the report.</p><p><b>Julian Robertson, Hedge-Fund Guru to "Tiger Cubs," Dies</b></p><p>Julian Robertson, the billionaire Tiger Management founder who became one of his generation’s most successful hedge-fund managers and a mentor to a wave of investors known as Tiger Cubs, has died. He was 90.</p><p>He died Tuesday morning at his home in Manhattan from cardiac complications, according to Fraser Seitel, a longtime spokesman for Robertson.</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>Pre-Bell|U.S. Futures Edge up; Bed Bath & Beyond Soars 31%</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\">\nPre-Bell|U.S. Futures Edge up; Bed Bath & Beyond Soars 31%\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\">2022-08-24 20:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures edge up on Wednesday although recent economic data fueled fears of a slowdown ahead of the Federal Reserve's annual conference this week where the central bank is expected to reinforce its commitment to getting inflation under control.</p><p>Investor focus will be on the Jackson Hole symposium which begins on Thursday and remarks from Fed Chair Jerome Powell the day after for clues on whether the central bank can achieve a "soft landing".</p><p><b>Market Snapshot</b></p><p>At 08:00 a.m. ET, Dow e-minis were up 30 points, or 0.09%, S&P 500 e-minis were up 8.75 points, or 0.21%, and Nasdaq 100 e-minis were up 30.75 points, or 0.24%.</p><p><img src=\"https://static.tigerbbs.com/074fd51ad167c5245bb4ebd33932ede9\" tg-width=\"420\" tg-height=\"183\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b>Bed Bath & Beyond (BBBY) </b>– Bed Bath & Beyond surged 31.8% in premarket action after the Wall Street Journal reported that the housewares retailer had lined up financing to shore up its liquidity.</p><p><b>Nordstrom (JWN)</b> – Nordstrom shares tumbled 13% in the premarket after the retailer cut its full year outlook, saying foot traffic had diminished at the end of its most recent quarter and that it was aggressively working to cut inventory levels. Nordstrom reported better than expected profit and revenue for its second quarter.</p><p><b>Intuit (INTU) </b>– Intuit jumped 5.9% in premarket trading after beating Street forecasts for quarterly profit and revenue and issuing an upbeat forecast. The provider of financial software also raised its quarterly dividend by 15% and increased its share buyback authorization.</p><p><b>Farfetch (FTCH)</b> – The luxury e-commerce specialist's stock soared 18.4% in premarket action, following its deal to buy 47.5% of online fashion retailer YNAP from Switzerland's Richemont for more than 50 million Farfetch shares.</p><p><b>Petco (</b><b>WOOF</b><b>)</b> – The pet products retailer fell short of Street forecasts on both the top and bottom lines for its latest quarter, and cut its full year outlook as it faced higher costs. Petco shares fell 5.7% in the premarket.</p><p><b>Brinker International (EAT)</b> –The parent of the Chili’s and Maggiano’s restaurant chains saw its stock slide 7.3% in premarket trading after it missed estimates with its quarterly earnings, impacted by higher costs. It also issued a lower than expected full-year outlook.</p><p><b>Toll Brothers (TOL) </b>– Toll Brothers slid 2.6% in premarket trading after the luxury home builder cut its deliveries guidance for the year amid supply chain issues and labor shortages. For its most recent quarter, Toll Brothers reported better than expected earnings but saw revenue fall short of Street forecasts.</p><p><b>Urban Outfitters (URBN)</b> – Urban Outfitters fell 1.5% in the premarket after the apparel retailer reported lower than expected quarterly profit. Urban Outfitters saw improved sales in its stores as customer traffic increased, but also reported a decline in digital sales.</p><p><b>La-Z-Boy (LZB)</b> – La-Z-Boy shares staged a 6.6% premarket rally after the furniture retailer reported a better than expected quarter and issued an upbeat outlook. It issued cautious comments regarding the possible impact of macroeconomic uncertainty.</p><p><b>Advance Auto Parts (AAP)</b> – Advance Auto Parts stumbled 5.9% in the premarket after missing analyst estimates on both the top and bottom lines for its latest quarter, as well as lowering its outlook. The auto parts retailer said inflation and higher fuel costs had a negative effect on its do-it-yourself business during the quarter.</p><p><b>Market News</b></p><p><b>Goldman Says Hedge Funds Back Betting Big on Megacap Tech Stocks</b></p><p>Hedge funds ramped up bets on megacap US tech stocks and whittled down overall holdings to focus on favored names last quarter, with conviction climbing back to levels seen at the start of the pandemic, according to Goldman Sachs Group Inc.</p><p>Amazon.com Inc. supplanted Microsoft Corp. as the most popular long position, a timely call given that the former has rallied 26% this quarter versus an 8% climb in the latter. The funds also boosted bets on Nvidia Corp., Apple Inc., Atlassian Corp. and Tesla Inc., according to the report.</p><p><b>Julian Robertson, Hedge-Fund Guru to "Tiger Cubs," Dies</b></p><p>Julian Robertson, the billionaire Tiger Management founder who became one of his generation’s most successful hedge-fund managers and a mentor to a wave of investors known as Tiger Cubs, has died. He was 90.</p><p>He died Tuesday morning at his home in Manhattan from cardiac complications, according to Fraser Seitel, a longtime spokesman for Robertson.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","URBN":"都市服饰","JWN":"诺德斯特龙","LZB":"La-Z-Boy家具","AAP":"Advance Auto Parts Inc","TOL":"托尔兄弟","WOOF":"Petco Health and Wellness Company, Inc.",".IXIC":"NASDAQ Composite","EAT":"布林克国际","INTU":"财捷",".DJI":"道琼斯","BBBY":"3B家居"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123698778","content_text":"U.S. stock index futures edge up on Wednesday although recent economic data fueled fears of a slowdown ahead of the Federal Reserve's annual conference this week where the central bank is expected to reinforce its commitment to getting inflation under control.Investor focus will be on the Jackson Hole symposium which begins on Thursday and remarks from Fed Chair Jerome Powell the day after for clues on whether the central bank can achieve a \"soft landing\".Market SnapshotAt 08:00 a.m. ET, Dow e-minis were up 30 points, or 0.09%, S&P 500 e-minis were up 8.75 points, or 0.21%, and Nasdaq 100 e-minis were up 30.75 points, or 0.24%.Pre-Market MoversBed Bath & Beyond (BBBY) – Bed Bath & Beyond surged 31.8% in premarket action after the Wall Street Journal reported that the housewares retailer had lined up financing to shore up its liquidity.Nordstrom (JWN) – Nordstrom shares tumbled 13% in the premarket after the retailer cut its full year outlook, saying foot traffic had diminished at the end of its most recent quarter and that it was aggressively working to cut inventory levels. Nordstrom reported better than expected profit and revenue for its second quarter.Intuit (INTU) – Intuit jumped 5.9% in premarket trading after beating Street forecasts for quarterly profit and revenue and issuing an upbeat forecast. The provider of financial software also raised its quarterly dividend by 15% and increased its share buyback authorization.Farfetch (FTCH) – The luxury e-commerce specialist's stock soared 18.4% in premarket action, following its deal to buy 47.5% of online fashion retailer YNAP from Switzerland's Richemont for more than 50 million Farfetch shares.Petco (WOOF) – The pet products retailer fell short of Street forecasts on both the top and bottom lines for its latest quarter, and cut its full year outlook as it faced higher costs. Petco shares fell 5.7% in the premarket.Brinker International (EAT) –The parent of the Chili’s and Maggiano’s restaurant chains saw its stock slide 7.3% in premarket trading after it missed estimates with its quarterly earnings, impacted by higher costs. It also issued a lower than expected full-year outlook.Toll Brothers (TOL) – Toll Brothers slid 2.6% in premarket trading after the luxury home builder cut its deliveries guidance for the year amid supply chain issues and labor shortages. For its most recent quarter, Toll Brothers reported better than expected earnings but saw revenue fall short of Street forecasts.Urban Outfitters (URBN) – Urban Outfitters fell 1.5% in the premarket after the apparel retailer reported lower than expected quarterly profit. Urban Outfitters saw improved sales in its stores as customer traffic increased, but also reported a decline in digital sales.La-Z-Boy (LZB) – La-Z-Boy shares staged a 6.6% premarket rally after the furniture retailer reported a better than expected quarter and issued an upbeat outlook. It issued cautious comments regarding the possible impact of macroeconomic uncertainty.Advance Auto Parts (AAP) – Advance Auto Parts stumbled 5.9% in the premarket after missing analyst estimates on both the top and bottom lines for its latest quarter, as well as lowering its outlook. The auto parts retailer said inflation and higher fuel costs had a negative effect on its do-it-yourself business during the quarter.Market NewsGoldman Says Hedge Funds Back Betting Big on Megacap Tech StocksHedge funds ramped up bets on megacap US tech stocks and whittled down overall holdings to focus on favored names last quarter, with conviction climbing back to levels seen at the start of the pandemic, according to Goldman Sachs Group Inc.Amazon.com Inc. supplanted Microsoft Corp. as the most popular long position, a timely call given that the former has rallied 26% this quarter versus an 8% climb in the latter. The funds also boosted bets on Nvidia Corp., Apple Inc., Atlassian Corp. and Tesla Inc., according to the report.Julian Robertson, Hedge-Fund Guru to \"Tiger Cubs,\" DiesJulian Robertson, the billionaire Tiger Management founder who became one of his generation’s most successful hedge-fund managers and a mentor to a wave of investors known as Tiger Cubs, has died. He was 90.He died Tuesday morning at his home in Manhattan from cardiac complications, according to Fraser Seitel, a longtime spokesman for Robertson.","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992317807,"gmtCreate":1661263379411,"gmtModify":1676536484808,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"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/9992317807","repostId":"2261819523","repostType":4,"repost":{"id":"2261819523","pubTimestamp":1661263959,"share":"https://ttm.financial/m/news/2261819523?lang=&edition=fundamental","pubTime":"2022-08-23 22:12","market":"us","language":"en","title":"3 Things You Should Know About the Tesla Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=2261819523","media":"Motley Fool","summary":"Tesla's stock split will take place after close of trading on Aug. 24. How will that impact your portfolio and taxes?","content":"<html><head></head><body><p><b>Tesla</b>'s 3-for-1 stock split proposal won shareholder approval at the 2022 annual shareholders' meeting this month. Now, the electric vehicle maker is gearing up for its second stock split after close of trading on Aug. 24. Shareholders of record on Aug. 17 will receive a stock dividend of two extra shares for every one share they currently own.</p><p>If you've been wondering how stock splits work and what will happen to your Tesla shares, here are three quick items to jot down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/442bd00ec553e9dc5ae35b44257799f8\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>1. You'll have more Tesla shares after the stock split</h2><p>A stock split increases the number of shares outstanding, giving investors more shares in their account for every one share they previously owned.</p><p>After a stock split, the value of each share will be reduced to a lower price. This makes it easy for more retail investors to get their hands on a whole share of stock, because the stock price appears more affordable. If you're already an investor, your shares will be split into bite-sized pieces, but the total value of your shares will not increase.</p><p>Let's say you have one share of Tesla's stock. On the day of the 3-for-1 stock split, the company will grant you two additional shares. Each share in your portfolio would be valued at one-third the price of the original share. If one Tesla share is trading at $900 before the stock split, you'll have three Tesla shares valued at $300 each after the stock split. As you can see, the total value of your shares is still $900.</p><p>Here's how many shares you will have after the stock split based on the number of shares you have on record as of Aug. 17. All you have to do is look at the number of shares you have now, and multiply the total by three. That's how many shares you'll have after a stock split.</p><ul><li>1 share of Tesla stock = 3 shares</li><li>2 shares of Tesla stock = 6 shares</li><li>3 shares of Tesla stock = 9 shares</li><li>4 shares of Tesla stock = 12 shares</li><li>5 shares of Tesla stock = 15 shares</li></ul><h2>2. You won't have to report the stock split itself on your tax return</h2><p>A stock split doesn't increase a company's market capitalization or increase the value of your shares. You may have more shares in your account, but the original value of your shares remains the same. Therefore, a stock split in itself is not considered a taxable event. There are no IRS reporting requirements you need to adhere to during tax time.</p><h2>3. You may have to pay taxes if you sell your extra Tesla shares</h2><p>Although a stock split in itself is not taxable, selling stock for a profit after a stock split can lead to taxes. This is the case if you sell stock in a taxable brokerage account. Earning money in the stock market leads to capital gains taxes. You will be taxed at the short-term or long-term capital gains tax rate, depending on how long you had your Tesla stock before selling it. Your brokerage firm will send you the details of your transaction, so you can properly report the sale to the IRS during tax time.</p><p>Stock splits can be exciting and pain-free in the eyes of the investor. You wake up to more shares in your account after a stock split, and you don't have to worry about any tax obligations. But as soon as you decide to sell, you'll need to report your moves to the IRS. Before you make a move after a stock split, pay attention to the impact it will have on your portfolio and taxes, so you won't be surprised later.</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 Things You Should Know About the Tesla Stock Split</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 Things You Should Know About the Tesla Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-23 22:12 GMT+8 <a href=https://www.fool.com/investing/2022/08/22/3-things-you-should-know-about-the-tesla-stock-spl/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's 3-for-1 stock split proposal won shareholder approval at the 2022 annual shareholders' meeting this month. Now, the electric vehicle maker is gearing up for its second stock split after close ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/22/3-things-you-should-know-about-the-tesla-stock-spl/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/08/22/3-things-you-should-know-about-the-tesla-stock-spl/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261819523","content_text":"Tesla's 3-for-1 stock split proposal won shareholder approval at the 2022 annual shareholders' meeting this month. Now, the electric vehicle maker is gearing up for its second stock split after close of trading on Aug. 24. Shareholders of record on Aug. 17 will receive a stock dividend of two extra shares for every one share they currently own.If you've been wondering how stock splits work and what will happen to your Tesla shares, here are three quick items to jot down.Image source: Getty Images.1. You'll have more Tesla shares after the stock splitA stock split increases the number of shares outstanding, giving investors more shares in their account for every one share they previously owned.After a stock split, the value of each share will be reduced to a lower price. This makes it easy for more retail investors to get their hands on a whole share of stock, because the stock price appears more affordable. If you're already an investor, your shares will be split into bite-sized pieces, but the total value of your shares will not increase.Let's say you have one share of Tesla's stock. On the day of the 3-for-1 stock split, the company will grant you two additional shares. Each share in your portfolio would be valued at one-third the price of the original share. If one Tesla share is trading at $900 before the stock split, you'll have three Tesla shares valued at $300 each after the stock split. As you can see, the total value of your shares is still $900.Here's how many shares you will have after the stock split based on the number of shares you have on record as of Aug. 17. All you have to do is look at the number of shares you have now, and multiply the total by three. That's how many shares you'll have after a stock split.1 share of Tesla stock = 3 shares2 shares of Tesla stock = 6 shares3 shares of Tesla stock = 9 shares4 shares of Tesla stock = 12 shares5 shares of Tesla stock = 15 shares2. You won't have to report the stock split itself on your tax returnA stock split doesn't increase a company's market capitalization or increase the value of your shares. You may have more shares in your account, but the original value of your shares remains the same. Therefore, a stock split in itself is not considered a taxable event. There are no IRS reporting requirements you need to adhere to during tax time.3. You may have to pay taxes if you sell your extra Tesla sharesAlthough a stock split in itself is not taxable, selling stock for a profit after a stock split can lead to taxes. This is the case if you sell stock in a taxable brokerage account. Earning money in the stock market leads to capital gains taxes. You will be taxed at the short-term or long-term capital gains tax rate, depending on how long you had your Tesla stock before selling it. Your brokerage firm will send you the details of your transaction, so you can properly report the sale to the IRS during tax time.Stock splits can be exciting and pain-free in the eyes of the investor. You wake up to more shares in your account after a stock split, and you don't have to worry about any tax obligations. But as soon as you decide to sell, you'll need to report your moves to the IRS. Before you make a move after a stock split, pay attention to the impact it will have on your portfolio and taxes, so you won't be surprised later.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996640384,"gmtCreate":1661168353750,"gmtModify":1676536465489,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"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/9996640384","repostId":"2261548630","repostType":2,"repost":{"id":"2261548630","pubTimestamp":1661167416,"share":"https://ttm.financial/m/news/2261548630?lang=&edition=fundamental","pubTime":"2022-08-22 19:23","market":"us","language":"en","title":"Don't Panic Over Sea Limited Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2261548630","media":"Motley Fool","summary":"Sea Limited has lost steam following the pandemic.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Growth is slowing now that the pandemic is easing.</li><li>Sea's aggressive spending is causing huge cash losses.</li><li>A strong balance sheet can support Sea, which still can have a bright future.</li></ul><p>Singapore-based conglomerate <b>Sea Limited</b> was a pandemic hero, soaring more than 900% from early 2020 to late 2021.</p><p>But investors now fear the stock has become a zero after shares have fallen just over 80% from their peak. Volatility like that is extreme, and it's understandable if investors are riding a roller coaster of emotions. But don't panic; here is why Sea Limited should be fine over the long term.</p><p><b>Coming down from the pandemic highs</b></p><p>Sea Limited is a conglomerate built from a collection of three primary businesses. It has an e-commerce business called Shopee, which is the largest e-commerce retailer by traffic in Southeast Asia. Sea also has a gaming division called Garena; its mobile-game <i>Free Fire</i> has been among the most-downloaded games in the world for the past three years. Lastly, Sea has a digital wallet segment called SeaMoney with 52.7 million active users.</p><p>The company operates primarily in Southeast Asia, one of the world's most internet-affluent populations. The average person in the region spends eight hours on the internet daily, and roughly half of the region's 670 million population is under 30. COVID-19 and the lockdowns during the pandemic were massive tailwinds that caused Sea's business to grow:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c715757cf7cab3f2fc52fe0f7b8976a\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>SE Revenue (TTM) data by YCharts.</span></p><p>But now, the company's growth is falling; CEO Forrest Li pointed to a mix of economic uncertainty, a strong U.S. dollar, and ongoing reopening trends as new challenges to the business. Sea's Garena division, its profit engine, has seen paying users decline since late 2021.</p><p>That trend continued in the second quarter of 2022; active users fell 15% year over year, and paying users fell 39%. In other words, people are not gaming as much as when lockdowns forced them to stay in their homes.</p><p><b>Putting out the cash-burning fire</b></p><p>Garena's struggles have turned Sea from a cash printer to a cash burner, and free cash flow has plunged into negative territory over the past year. Investors should note that Sea Limited has spent a lot of money to grow its business, including taking on Latin America with its Shopee business. Free cash flow has dried up, but you can see below that the gross profit margin has remained stable, signaling that the core business is still as profitable as before.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbaba3d0aa2a0719fd9cac37e9e1759a\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>SE Free Cash Flow data by YCharts.</span></p><p>The company can slow its cash burn by cutting back on some of its sales and marketing expenses, which total $4.2 billion over the past year, more than a third of total revenue. Forrest Li even hinted at such in the Q2 earnings call, noting that Sea will be more tightly managing operating expenses and specifically named sales and marketing among the focus areas.</p><p><b>A financial safety net</b></p><p>In the meantime, Sea has plenty of cash to sustain itself in the short and long term. Sometimes being lucky is better than being good; the company had a very well-timed $6.3 billion capital raise, issuing stock when shares were trading at high prices last September. Management probably didn't know the stock price would collapse, but a high share price is typically a great time to raise money.</p><p>Sea now has $7.8 billion in cash and short-term investments, enough money to last the business for a while, assuming its losses don't dramatically increase beyond the $1.4 billion burned over the past year.</p><p>The financials around Shopee and SeaMoney could improve as they grow, and management's comments about reining in spending should help stabilize losses in the meantime. Sea Limited remains a market leader in Southeast Asia, so it's reasonable to expect the company to continue growing in the future. Short-term hiccups? Sure, but investors shouldn't count out Sea Limited anytime soon.</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>Don't Panic Over Sea Limited Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't Panic Over Sea Limited Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 19:23 GMT+8 <a href=https://www.fool.com/investing/2022/08/22/dont-panic-over-sea-limited-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSGrowth is slowing now that the pandemic is easing.Sea's aggressive spending is causing huge cash losses.A strong balance sheet can support Sea, which still can have a bright future.Singapore...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/22/dont-panic-over-sea-limited-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/08/22/dont-panic-over-sea-limited-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261548630","content_text":"KEY POINTSGrowth is slowing now that the pandemic is easing.Sea's aggressive spending is causing huge cash losses.A strong balance sheet can support Sea, which still can have a bright future.Singapore-based conglomerate Sea Limited was a pandemic hero, soaring more than 900% from early 2020 to late 2021.But investors now fear the stock has become a zero after shares have fallen just over 80% from their peak. Volatility like that is extreme, and it's understandable if investors are riding a roller coaster of emotions. But don't panic; here is why Sea Limited should be fine over the long term.Coming down from the pandemic highsSea Limited is a conglomerate built from a collection of three primary businesses. It has an e-commerce business called Shopee, which is the largest e-commerce retailer by traffic in Southeast Asia. Sea also has a gaming division called Garena; its mobile-game Free Fire has been among the most-downloaded games in the world for the past three years. Lastly, Sea has a digital wallet segment called SeaMoney with 52.7 million active users.The company operates primarily in Southeast Asia, one of the world's most internet-affluent populations. The average person in the region spends eight hours on the internet daily, and roughly half of the region's 670 million population is under 30. COVID-19 and the lockdowns during the pandemic were massive tailwinds that caused Sea's business to grow:SE Revenue (TTM) data by YCharts.But now, the company's growth is falling; CEO Forrest Li pointed to a mix of economic uncertainty, a strong U.S. dollar, and ongoing reopening trends as new challenges to the business. Sea's Garena division, its profit engine, has seen paying users decline since late 2021.That trend continued in the second quarter of 2022; active users fell 15% year over year, and paying users fell 39%. In other words, people are not gaming as much as when lockdowns forced them to stay in their homes.Putting out the cash-burning fireGarena's struggles have turned Sea from a cash printer to a cash burner, and free cash flow has plunged into negative territory over the past year. Investors should note that Sea Limited has spent a lot of money to grow its business, including taking on Latin America with its Shopee business. Free cash flow has dried up, but you can see below that the gross profit margin has remained stable, signaling that the core business is still as profitable as before.SE Free Cash Flow data by YCharts.The company can slow its cash burn by cutting back on some of its sales and marketing expenses, which total $4.2 billion over the past year, more than a third of total revenue. Forrest Li even hinted at such in the Q2 earnings call, noting that Sea will be more tightly managing operating expenses and specifically named sales and marketing among the focus areas.A financial safety netIn the meantime, Sea has plenty of cash to sustain itself in the short and long term. Sometimes being lucky is better than being good; the company had a very well-timed $6.3 billion capital raise, issuing stock when shares were trading at high prices last September. Management probably didn't know the stock price would collapse, but a high share price is typically a great time to raise money.Sea now has $7.8 billion in cash and short-term investments, enough money to last the business for a while, assuming its losses don't dramatically increase beyond the $1.4 billion burned over the past year.The financials around Shopee and SeaMoney could improve as they grow, and management's comments about reining in spending should help stabilize losses in the meantime. Sea Limited remains a market leader in Southeast Asia, so it's reasonable to expect the company to continue growing in the future. Short-term hiccups? Sure, but investors shouldn't count out Sea Limited anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998498895,"gmtCreate":1661044923119,"gmtModify":1676536443000,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like it please","listText":"Like it please","text":"Like it please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998498895","repostId":"1114352125","repostType":2,"repost":{"id":"1114352125","pubTimestamp":1661041349,"share":"https://ttm.financial/m/news/1114352125?lang=&edition=fundamental","pubTime":"2022-08-21 08:22","market":"sg","language":"en","title":"Top Stock Highlights of the Week: Keppel Corporation, Sea Limited and Singapore as the Millionaire Capital","url":"https://stock-news.laohu8.com/highlight/detail?id=1114352125","media":"The Smart Investor","summary":"We look at recent news of a blue-chip conglomerate and review the results of a fast-growing e-commer","content":"<html><head></head><body><p>We look at recent news of a blue-chip conglomerate and review the results of a fast-growing e-commerce company.</p><p><img src=\"https://static.tigerbbs.com/53f838ba678789293613670c5535d529\" tg-width=\"800\" tg-height=\"533\" width=\"100%\" height=\"auto\"/></p><p>Welcome to the latest edition of top stock highlights where we present interesting business snippets or earnings reviews.</p><p><b>Keppel Corporation Limited (SGX: BN4)</b></p><p>Keppel Corporation has just announced a massive contract win from Brazil’s National Oil Company, Petrobras.</p><p>Its offshore and marine (O&M) unit’s wholly-owned subsidiary, Keppel Shipyard, has secured a US$2.9 billion international tender to build a Floating Production, Storage and Offloading (FPSO) vessel.</p><p>The vessel, known as P-80, will be the second FPSO that Keppel O&M will be building for the state-owned oil major.</p><p>The P-80 is set to be one of the largest floating production units in the world with a production capacity of 225,000 barrels of oil per day and a storage capacity of two million barrels of oil.</p><p>It is scheduled for completion in the first half of 2026 and this contract will add over S$4 billion to Keppel O&M’s order book.</p><p>As a recap, Keppel O&M’s net order book as of end-June 2022 stood at S$4.4 billion, so this contract alone will almost double the division’s order flow.</p><p>Elsewhere, Keppel Corporation is also partnering with <b>Keppel Infrastructure Trust</b> (SGX: A7RU), or KIT, to co-invest in a sustainable urbanisation business and a renewables project.</p><p>KIT, Keppel Asia Infrastructure Trust and Keppel Infrastructure Holdings Pte Ltd, a wholly-owned unit of Keppel Corporation, will jointly acquire a waste management services player in South Korea for around S$666.1 million.</p><p>Keppel Corporation will end up with an 18% ownership of this business.</p><p>Both KIT and Keppel Corporation will also jointly invest in a 50.01% stake in a German wind farm that will increase the latter’s renewable energy portfolio to approximately 2.2 gigawatts.</p><p>The investment amount is around S$445.3 million and the 50.01% stake will be equally split among the two businesses.</p><p><b>Sea Limited (NYSE: SE)</b></p><p>Sea Limited, a US-listed Singaporean e-commerce and gaming company, just released its fiscal 2022’s second quarter (2Q2022) and first half (1H2022) earnings.</p><p>Total revenue rose 29% year on year to US$2.9 billion while gross profit climbed 17.1% year on year to US$1.1 billion.</p><p>Despite the rise in revenue, net loss more than doubled year on year from US$433.7 million in 1H2021 to US$931.2 million in 1H2022.</p><p>The business generated a negative free cash flow of close to US$90 million in the same period.</p><p>Digging into each of Sea’s divisions, the e-commerce under Shopee saw gross orders jump 42% year on year to two billion while gross merchandise value rose 27% year on year to US$19 billion.</p><p>Globally, Shopee continued to rank as the top app on Google Play in the shopping category based on the total time spent using the app.</p><p>Sea Limited is, however, suspending its e-commerce revenue guidance for the remainder of 2022 due to macro uncertainties.</p><p>Moving on to the digital entertainment segment under Garena, quarterly active users witnessed a 15% year on year decline to 619.3 million.</p><p>Despite the decline, the latest figure is a slight increase from the previous quarter’s 615.9 million after the company saw two consecutive quarter on quarter declines in this metric.</p><p>Unfortunately, quarterly paying users continued their descent, down 39% year on year and 8.6% quarter on quarter, logging its third consecutive quarter on quarter decline.</p><p>On the bright side, Sea’s digital financial services division did well, with revenue more than tripling year on year to US$279 million.</p><p>Quarterly active users continued to rise by 53% year on year in 2Q2022 with total payment volume jumping by 36% year on year to US$5.7 billion.</p><p><b>Millionaires in Singapore</b></p><p>The number of millionaires in Singapore as a proportion of its population looks set to rise, according to a report from <b>HSBC</b> (LON: HSBA).</p><p>The bank projects that in the next eight years, the share of millionaires will rise to 13.4% of the population, up from just 7.5% last year.</p><p>Wealth is measured as the cash in bank accounts plus investments in securities such as stocks andbonds, along with any real estate holdings minus their associated mortgage amounts.</p><p>In absolute terms, the number of millionaires will jump from the current 400,000 to 700,000 from 2021 to 2030.</p><p>This steady rise bodes well for companies selling luxury goods as spending on discretionary goods is set to rise.</p><p>Luxury watch retailers <b>The Hour Glass</b> (SGX: AGS) and <b>Cortina Holdings</b> (SGX: C41) stand to benefit as the country will have more well-heeled individuals.</p><p>And let’s not forget that luxury brands such as <b>Ralph Lauren</b> (NYSE: RL) and <b>Hermes International</b> (EPS: RMS) that operate in Singapore will also see a boost in their sales.</p><p>Finally, unit trust and wealth management platform provider <b>iFAST Corporation Limited</b> (SGX: AIY) may also see sustained inflows that will allow it to continue growing its assets under administration.</p></body></html>","source":"lsy1602567310727","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>Top Stock Highlights of the Week: Keppel Corporation, Sea Limited and Singapore as the Millionaire Capital</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\">\nTop Stock Highlights of the Week: Keppel Corporation, Sea Limited and Singapore as the Millionaire Capital\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 08:22 GMT+8 <a href=https://thesmartinvestor.com.sg/top-stock-highlights-of-the-week-keppel-corporation-sea-limited-and-singapore-as-the-millionaire-capital/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We look at recent news of a blue-chip conglomerate and review the results of a fast-growing e-commerce company.Welcome to the latest edition of top stock highlights where we present interesting ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/top-stock-highlights-of-the-week-keppel-corporation-sea-limited-and-singapore-as-the-millionaire-capital/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AIY.SI":"奕丰集团","C41.SI":"高登","STI.SI":"富时新加坡海峡指数","SE":"Sea Ltd","RL":"拉夫劳伦","BN4.SI":"吉宝有限公司","AGS.SI":"欧佳时","HSBA.UK":"汇丰控股有限公司"},"source_url":"https://thesmartinvestor.com.sg/top-stock-highlights-of-the-week-keppel-corporation-sea-limited-and-singapore-as-the-millionaire-capital/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114352125","content_text":"We look at recent news of a blue-chip conglomerate and review the results of a fast-growing e-commerce company.Welcome to the latest edition of top stock highlights where we present interesting business snippets or earnings reviews.Keppel Corporation Limited (SGX: BN4)Keppel Corporation has just announced a massive contract win from Brazil’s National Oil Company, Petrobras.Its offshore and marine (O&M) unit’s wholly-owned subsidiary, Keppel Shipyard, has secured a US$2.9 billion international tender to build a Floating Production, Storage and Offloading (FPSO) vessel.The vessel, known as P-80, will be the second FPSO that Keppel O&M will be building for the state-owned oil major.The P-80 is set to be one of the largest floating production units in the world with a production capacity of 225,000 barrels of oil per day and a storage capacity of two million barrels of oil.It is scheduled for completion in the first half of 2026 and this contract will add over S$4 billion to Keppel O&M’s order book.As a recap, Keppel O&M’s net order book as of end-June 2022 stood at S$4.4 billion, so this contract alone will almost double the division’s order flow.Elsewhere, Keppel Corporation is also partnering with Keppel Infrastructure Trust (SGX: A7RU), or KIT, to co-invest in a sustainable urbanisation business and a renewables project.KIT, Keppel Asia Infrastructure Trust and Keppel Infrastructure Holdings Pte Ltd, a wholly-owned unit of Keppel Corporation, will jointly acquire a waste management services player in South Korea for around S$666.1 million.Keppel Corporation will end up with an 18% ownership of this business.Both KIT and Keppel Corporation will also jointly invest in a 50.01% stake in a German wind farm that will increase the latter’s renewable energy portfolio to approximately 2.2 gigawatts.The investment amount is around S$445.3 million and the 50.01% stake will be equally split among the two businesses.Sea Limited (NYSE: SE)Sea Limited, a US-listed Singaporean e-commerce and gaming company, just released its fiscal 2022’s second quarter (2Q2022) and first half (1H2022) earnings.Total revenue rose 29% year on year to US$2.9 billion while gross profit climbed 17.1% year on year to US$1.1 billion.Despite the rise in revenue, net loss more than doubled year on year from US$433.7 million in 1H2021 to US$931.2 million in 1H2022.The business generated a negative free cash flow of close to US$90 million in the same period.Digging into each of Sea’s divisions, the e-commerce under Shopee saw gross orders jump 42% year on year to two billion while gross merchandise value rose 27% year on year to US$19 billion.Globally, Shopee continued to rank as the top app on Google Play in the shopping category based on the total time spent using the app.Sea Limited is, however, suspending its e-commerce revenue guidance for the remainder of 2022 due to macro uncertainties.Moving on to the digital entertainment segment under Garena, quarterly active users witnessed a 15% year on year decline to 619.3 million.Despite the decline, the latest figure is a slight increase from the previous quarter’s 615.9 million after the company saw two consecutive quarter on quarter declines in this metric.Unfortunately, quarterly paying users continued their descent, down 39% year on year and 8.6% quarter on quarter, logging its third consecutive quarter on quarter decline.On the bright side, Sea’s digital financial services division did well, with revenue more than tripling year on year to US$279 million.Quarterly active users continued to rise by 53% year on year in 2Q2022 with total payment volume jumping by 36% year on year to US$5.7 billion.Millionaires in SingaporeThe number of millionaires in Singapore as a proportion of its population looks set to rise, according to a report from HSBC (LON: HSBA).The bank projects that in the next eight years, the share of millionaires will rise to 13.4% of the population, up from just 7.5% last year.Wealth is measured as the cash in bank accounts plus investments in securities such as stocks andbonds, along with any real estate holdings minus their associated mortgage amounts.In absolute terms, the number of millionaires will jump from the current 400,000 to 700,000 from 2021 to 2030.This steady rise bodes well for companies selling luxury goods as spending on discretionary goods is set to rise.Luxury watch retailers The Hour Glass (SGX: AGS) and Cortina Holdings (SGX: C41) stand to benefit as the country will have more well-heeled individuals.And let’s not forget that luxury brands such as Ralph Lauren (NYSE: RL) and Hermes International (EPS: RMS) that operate in Singapore will also see a boost in their sales.Finally, unit trust and wealth management platform provider iFAST Corporation Limited (SGX: AIY) may also see sustained inflows that will allow it to continue growing its assets under administration.","news_type":1},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998286262,"gmtCreate":1661005871059,"gmtModify":1676536437957,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like it!","listText":"Like it!","text":"Like it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998286262","repostId":"2260126340","repostType":2,"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991589129,"gmtCreate":1660864629663,"gmtModify":1676536411689,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991589129","repostId":"1157368925","repostType":4,"repost":{"id":"1157368925","pubTimestamp":1660819852,"share":"https://ttm.financial/m/news/1157368925?lang=&edition=fundamental","pubTime":"2022-08-18 18:50","market":"us","language":"en","title":"Estee Lauder Non-GAAP EPS of $0.42 Beats By $0.06, Revenue of $3.56B Beats By $80M","url":"https://stock-news.laohu8.com/highlight/detail?id=1157368925","media":"Seeking Alpha","summary":"Estee Lauderpress release(NYSE:EL): Q4 Non-GAAP EPS of $0.42beats by $0.06.Revenue of $3.56B (-9.6% ","content":"<html><head></head><body><ul><li>Estee Lauderpress release(NYSE:EL): Q4 Non-GAAP EPS of $0.42beats by $0.06.</li><li>Revenue of $3.56B (-9.6% Y/Y)beats by $80M.</li><li>Earnings per Share Outlook; Reported diluted net earnings per common share are projected to be between $7.11 and $7.33. Excluding restructuring and other charges, diluted net earnings per common share are projected to be between $7.39 and $7.54 vs. $7.95 consensus</li><li><p>Sales Outlook: Reported net sales are forecasted to increase between 3% and 5% versus the prior-year period vs. 7.91% consensus</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Estee Lauder Non-GAAP EPS of $0.42 Beats By $0.06, Revenue of $3.56B Beats By $80M</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\">\nEstee Lauder Non-GAAP EPS of $0.42 Beats By $0.06, Revenue of $3.56B Beats By $80M\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-18 18:50 GMT+8 <a href=https://seekingalpha.com/news/3874501-estee-lauder-non-gaap-eps-of-0_42-beats-0_06-revenue-of-3_56b-beats-80m><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Estee Lauderpress release(NYSE:EL): Q4 Non-GAAP EPS of $0.42beats by $0.06.Revenue of $3.56B (-9.6% Y/Y)beats by $80M.Earnings per Share Outlook; Reported diluted net earnings per common share are ...</p>\n\n<a href=\"https://seekingalpha.com/news/3874501-estee-lauder-non-gaap-eps-of-0_42-beats-0_06-revenue-of-3_56b-beats-80m\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EL":"雅诗兰黛"},"source_url":"https://seekingalpha.com/news/3874501-estee-lauder-non-gaap-eps-of-0_42-beats-0_06-revenue-of-3_56b-beats-80m","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157368925","content_text":"Estee Lauderpress release(NYSE:EL): Q4 Non-GAAP EPS of $0.42beats by $0.06.Revenue of $3.56B (-9.6% Y/Y)beats by $80M.Earnings per Share Outlook; Reported diluted net earnings per common share are projected to be between $7.11 and $7.33. Excluding restructuring and other charges, diluted net earnings per common share are projected to be between $7.39 and $7.54 vs. $7.95 consensusSales Outlook: Reported net sales are forecasted to increase between 3% and 5% versus the prior-year period vs. 7.91% consensus","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991517511,"gmtCreate":1660864558135,"gmtModify":1676536411650,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like it!","listText":"Like it!","text":"Like it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991517511","repostId":"1163690493","repostType":4,"repost":{"id":"1163690493","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":1660830283,"share":"https://ttm.financial/m/news/1163690493?lang=&edition=fundamental","pubTime":"2022-08-18 21:44","market":"us","language":"en","title":"Energy Stocks Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1163690493","media":"Tiger Newspress","summary":"Energy stocks gained in morning trading. Occidental, Chevron, BP, Halliburton, Callon and Exxon Mobi","content":"<html><head></head><body><p>Energy stocks gained in morning trading. Occidental, Chevron, BP, Halliburton, Callon and Exxon Mobil rose between 1% and 3%.<img src=\"https://static.tigerbbs.com/0f5f96c87e1bd236a91ed623d2495c93\" tg-width=\"434\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></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>Energy Stocks Gained in Morning Trading</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\">\nEnergy Stocks Gained in Morning Trading\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\">2022-08-18 21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Energy stocks gained in morning trading. Occidental, Chevron, BP, Halliburton, Callon and Exxon Mobil rose between 1% and 3%.<img src=\"https://static.tigerbbs.com/0f5f96c87e1bd236a91ed623d2495c93\" tg-width=\"434\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","CVX":"雪佛龙"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163690493","content_text":"Energy stocks gained in morning trading. Occidental, Chevron, BP, Halliburton, Callon and Exxon Mobil rose between 1% and 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991398416,"gmtCreate":1660780158437,"gmtModify":1676536396497,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like it","listText":"Like it","text":"Like it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991398416","repostId":"1196990768","repostType":2,"repost":{"id":"1196990768","pubTimestamp":1660777736,"share":"https://ttm.financial/m/news/1196990768?lang=&edition=fundamental","pubTime":"2022-08-18 07:08","market":"us","language":"en","title":"Fed Officials Saw Need to Slow Rate-Hike Pace “At Some Point”","url":"https://stock-news.laohu8.com/highlight/detail?id=1196990768","media":"Bloomberg","summary":"Many participants saw risk of over-tightening policyOfficials saw significant risk of entrenched inf","content":"<html><head></head><body><ul><li>Many participants saw risk of over-tightening policy</li><li>Officials saw significant risk of entrenched inflation</li></ul><p>Federal Reserve officials agreed last month on the need to eventually dial back the pace of interest-rate hikes but also wanted to gauge how their monetary tightening was working toward curbing US inflation.</p><p>“As the stance of monetary policy tightened further, it likely would become appropriate at some point to slow the pace of policy rate increases while assessing the effects of cumulative policy adjustments on economic activity and inflation,” according to minutes of the Federal Open Market Committee’s July 26-27 meeting released Wednesday in Washington.</p><p>“Many participants remarked that, in view of the constantly changing nature of the economic environment and the existence of long and variable lags in monetary policy’s effect on the economy, there was also a risk that the committee could tighten the stance of policy by more than necessary to restore price stability,” the minutes showed.</p><p>Fed officials raised their benchmark interest rate by 75 basis points at that meeting for a second straight month, marking the fastest pace of tightening since the early 1980s in a battle against red-hot inflation.</p><p>Even so, the S&P 500 index of US stocks has risen about 9% since the July gathering. Fed officials will have a chance to offer fresh views on the outlook during their Aug. 25-27 retreat in Jackson Hole, Wyoming.</p><p>Following the minutes release, two-year Treasury yields and the dollar pared gains, while US stocks trimmed losses. Swaps traders increasingly bet that the Fed will boost rates by a half percentage point next month, rather than three-quarters of a point.</p><p>“While the FOMC minutes continue to emphasize the need to contain inflation, there is also an emerging concern the Fed could tighten more than necessary,” said Christopher Low, chief economist at FHN Financial. “There is an inkling of improvement on the supply side of the economy, there is a bit of hope in some product prices moderating, but there is still a great deal of concern about inflation and inflation expectations.”</p><p>The language used in the minutes echoed what Powell said at the press conference after the July meeting. His comments ignited the move higher in stocks when he suggested that the central bank could transition to smaller rate hikes going forward. Even so, he left the door open to another “unusually large” increase at the next meeting in September, depending on economic data to be published in the interim.</p><p>A Labor Department report published Aug. 5 -- which showed companies added 528,000 employees to payrolls last month, more than double what forecasters were expecting -- prompted investors to bet on a third straight 75-basis-point hike when the Fed meets Sept. 20-21.</p><p>At the July meeting, “participants judged that a significant risk facing the committee was that elevated inflation could become entrenched if the public began to question the committee’s resolve to adjust the stance of policy sufficiently,” according to the minutes.</p><p>But the department’s Aug. 10 readout on consumer prices showed they rose 8.5% in the 12 months through July, down from the 9.1% increase the month before that marked the highest inflation rate since 1981.</p><p>The softer July inflation figures gave legs to the stock-market rally as previous bets on a big rate hike in September were unwound, and investors are now assigning similar odds to a half-point or a three-quarter-point increase, according to prices of futures contracts tied to the Fed’s benchmark rate.</p><p>August numbers on jobs and consumer prices are due out before the September meeting.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Officials Saw Need to Slow Rate-Hike Pace “At Some Point”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Officials Saw Need to Slow Rate-Hike Pace “At Some Point”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-18 07:08 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-08-17/fed-saw-smaller-hikes-ahead-to-assess-prior-moves-minutes-show?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many participants saw risk of over-tightening policyOfficials saw significant risk of entrenched inflationFederal Reserve officials agreed last month on the need to eventually dial back the pace of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-17/fed-saw-smaller-hikes-ahead-to-assess-prior-moves-minutes-show?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-17/fed-saw-smaller-hikes-ahead-to-assess-prior-moves-minutes-show?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196990768","content_text":"Many participants saw risk of over-tightening policyOfficials saw significant risk of entrenched inflationFederal Reserve officials agreed last month on the need to eventually dial back the pace of interest-rate hikes but also wanted to gauge how their monetary tightening was working toward curbing US inflation.“As the stance of monetary policy tightened further, it likely would become appropriate at some point to slow the pace of policy rate increases while assessing the effects of cumulative policy adjustments on economic activity and inflation,” according to minutes of the Federal Open Market Committee’s July 26-27 meeting released Wednesday in Washington.“Many participants remarked that, in view of the constantly changing nature of the economic environment and the existence of long and variable lags in monetary policy’s effect on the economy, there was also a risk that the committee could tighten the stance of policy by more than necessary to restore price stability,” the minutes showed.Fed officials raised their benchmark interest rate by 75 basis points at that meeting for a second straight month, marking the fastest pace of tightening since the early 1980s in a battle against red-hot inflation.Even so, the S&P 500 index of US stocks has risen about 9% since the July gathering. Fed officials will have a chance to offer fresh views on the outlook during their Aug. 25-27 retreat in Jackson Hole, Wyoming.Following the minutes release, two-year Treasury yields and the dollar pared gains, while US stocks trimmed losses. Swaps traders increasingly bet that the Fed will boost rates by a half percentage point next month, rather than three-quarters of a point.“While the FOMC minutes continue to emphasize the need to contain inflation, there is also an emerging concern the Fed could tighten more than necessary,” said Christopher Low, chief economist at FHN Financial. “There is an inkling of improvement on the supply side of the economy, there is a bit of hope in some product prices moderating, but there is still a great deal of concern about inflation and inflation expectations.”The language used in the minutes echoed what Powell said at the press conference after the July meeting. His comments ignited the move higher in stocks when he suggested that the central bank could transition to smaller rate hikes going forward. Even so, he left the door open to another “unusually large” increase at the next meeting in September, depending on economic data to be published in the interim.A Labor Department report published Aug. 5 -- which showed companies added 528,000 employees to payrolls last month, more than double what forecasters were expecting -- prompted investors to bet on a third straight 75-basis-point hike when the Fed meets Sept. 20-21.At the July meeting, “participants judged that a significant risk facing the committee was that elevated inflation could become entrenched if the public began to question the committee’s resolve to adjust the stance of policy sufficiently,” according to the minutes.But the department’s Aug. 10 readout on consumer prices showed they rose 8.5% in the 12 months through July, down from the 9.1% increase the month before that marked the highest inflation rate since 1981.The softer July inflation figures gave legs to the stock-market rally as previous bets on a big rate hike in September were unwound, and investors are now assigning similar odds to a half-point or a three-quarter-point increase, according to prices of futures contracts tied to the Fed’s benchmark rate.August numbers on jobs and consumer prices are due out before the September meeting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993157934,"gmtCreate":1660652932530,"gmtModify":1676536372365,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993157934","repostId":"1138006464","repostType":2,"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999552607,"gmtCreate":1660560126011,"gmtModify":1676534637754,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like pleases ","listText":"Like pleases ","text":"Like pleases","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999552607","repostId":"2259301500","repostType":2,"repost":{"id":"2259301500","pubTimestamp":1660544528,"share":"https://ttm.financial/m/news/2259301500?lang=&edition=fundamental","pubTime":"2022-08-15 14:22","market":"us","language":"en","title":"3 Semiconductor Stocks to Buy Now, Including Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2259301500","media":"Motley Fool","summary":"The market already called this current chip industry slowdown, and it might now be calling a bottom.","content":"<html><head></head><body><p>This week, a number of high-profile semiconductor companies confirmed that consumer electronics spending is hitting a rough patch. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> said that PC and laptop demand is hurting its video game segment, and <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> said PC and smartphone sales are going to be sharply lower in the second half of 2022 as device manufacturers work through built-up inventory of some components.</p><p>The market already knew trouble was brewing. Semiconductor stocks have declined 25% so far in 2022, as measured by the <a href=\"https://laohu8.com/S/SOXX\">iShares Semiconductor ETF</a>. However, in spite of a deafening chorus lamenting the onset of a cyclical downturn in the chip industry, this ETF has rallied sharply off highs. The reason? Though consumer spending is hitting the skids, enterprise spending on chips for the cloud, data centers, artificial intelligence (AI), and the like is still going strong.</p><p>Three Fool.com contributors think chip stocks are a buy right now for the long haul. Here's why Nvidia, Micron Technology, and <a href=\"https://laohu8.com/S/KLIC\">Kulicke and Soffa Industries </a> top their buy lists right now.</p><h2>Familiar territory for Nvidia shareholders</h2><p><b>Nicholas Rossolillo (Nvidia): </b>For longtime owners of Nvidia, this week's announcement by CEO Jensen Huang and company feels like 2018 redux. The chip industry overall is slowing after a run of strong growth. There are demand issues in China. The cryptocurrency market (parts of which use GPUs like what Nvidia designs to "mine" crypto) has just taken a brutal beating. And Nvidia is preparing to announce a new generation of gaming GPUs later this autumn (which means some gamers might be delaying purchases until the new hardware comes out). As a result, Nvidia said its preliminary gaming segment sales declined 33% year over year in Q2 fiscal 2023.</p><p>The high-end video gaming graphics company has always been pretty cyclical. Nvidia releases new GPUs that can handle more powerful video games, gamers upgrade laptops and PCs, sales boom then ebb, Nvidia announces another GPU refresh, and the cycle repeats. While the 2022 downturn has its unique challenges, this is familiar territory for longtime shareholders.</p><p><img src=\"https://static.tigerbbs.com/0282299b60e0c304031ea42a40d5ba24\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><p>One key difference this time, though, is that Nvidia is now a diversified business. In fact, based on its preliminary Q2 numbers, Nvidia's data center business (where it's powering AI and other high-performance computing for enterprises) grew 61% year over year. With sales of $3.81 billion, data centers are now Nvidia's largest segment at an implied 57% of total revenue.</p><p>At some point, the data center end-market will also go through a slowdown or cyclical downturn. But Nvidia now has lots of irons in the fire (a cloud software licensing business, automotive and industrial equipment chips, new gaming chips). When Nvidia and the chip industry hit these bumps in the road, I start buying through the downturn while awaiting the next cycle higher. At this juncture, I see no reason to treat this top semiconductor stock any differently from times past.</p><h2><b>This advanced packaging leader is incredibly cheap </b></h2><p><b>Billy Duberstein (Kulicke and Soffa)</b>: One way to play the chip sector is semiconductor equipment stocks, the "picks and shovels" to the industry. When people think of semi-cap equipment, they usually turn to front-end equipment-makers, which print massive numbers of tiny transistors onto silicon chips. However, investors shouldn't overlook advanced packaging companies.</p><p>That's because front-end scaling is now bumping up against the laws of physics. In response, the chip industry is applying more advanced packaging techniques to continue generating more power with less energy. By bringing chips, memory, and accelerators closer together and connecting them more efficiently within devices, packaging can continue improving total system performance.</p><p>Many leading chipmakers have even begun designing "chiplets," or smaller semiconductor units that perform specific functions, which can be rearranged with other chiplets to make customized "super-chips."</p><p>Kulicke and Soffa stands to benefit handsomely from this trend, as a leader in traditional wire bonding, and in more modern advanced packaging techniques for general semiconductors, automobiles, and advanced displays.</p><p>K&S' workhorse product is the wire bonder, a legacy bonding product for which it has more than 60% market share, according to VLSI Research. However, since CEO Fusen Chen took over the top job in 2016, K&S has done an excellent job of developing new products in advanced packaging, such as thermocompression bonding, and a new product line in mini/microLED assembly, both through internal R&D and tuck-in acquisitions.</p><p>On the recent conference call, Chen noted its newer advanced packaging technology products were tracking 35% ahead of expectations given at the company's Investor Day one year ago.</p><p>The advanced display segment also offers lots of potential. MiniLED is a cutting-edge display technology, offering deeper blacks and richer colors, and is replacing OLED in many products such as high-end TVs. <b>Apple</b> (AAPL) is beginning to incorporate miniLED into more of its products. The new Pro versions of MacBooks and iPads will feature miniLEDs.</p><p>K&S is a notoriously cyclical stock, and we are definitely entering a near-term downturn. Widespread pullbacks in industry expansions caused management to guide for a sequential 25% decline in revenues next quarter, and for earnings per share to fall more than 50%, from $1.99 last quarter to $0.93 in the upcoming quarter.</p><p>So why is the stock a buy? Because it's really cheap! K&S now trades in the mid-$40 range, and also has a strong net cash position of about $12.50 per share. Even taking next quarter's earnings per share as a baseline, that would equate to $3.60 per share in a downturn. If that marks a cycle's bottom, that means the stock trades at less than 10 times trough earnings, stripping out its excess cash. Meanwhile, over the past 12-month "boom," K&S earned $8.06 per share.</p><p>Even if near-term revenue and earnings fall lower, the growth in packaging intensity should allow for bigger highs and lows over time. Meanwhile, Chen noted that by 2024, many new advanced packaging and miniLED products just being qualified today will be hitting the markets. I'd suspect K&S will still be profitable through a downcycle, and eventually make higher highs than even the 2021 "boom year" at some point. Then today's stock price will look like even more of a bargain.</p><h2>Temporary sales slowdown, temporary stock discounts, audacious long-term plans</h2><p><b>Anders Bylund (Micron Technology):</b> Memory chip specialist Micron Technology almost always seems to be on fire sale. The stock rarely trades above 10 times trailing earnings, apart from a two-year surge above that line in 2020 and 2021.</p><p>2022's inflation concerns ended that hot streak, pushing Micron's price-to-earnings ratio below 7 again. The latest twist in that chart was a 3.5% haircut on Tuesday, inspired by Micron's lowered fourth-quarter guidance. Customer demand for memory chips has cooled due to supply chain challenges and macroeconomic issues. Many companies that build devices containing digital memory chips are digging into their warehouse inventories rather than ordering new stock at the moment.</p><p>Micron is managing its expected near-term revenue slowdown by holding back on chip-making equipment installations over the next couple of quarters. However, I think it's a mistake to focus too much on this temporary issue, which undoubtedly will leave Micron with an explosive amount of pent-up demand and another sharp revenue spike in 2023 or 2024.</p><p>On the same day as that chilling guidance cut, Micron also committed to investing $40 billion in U.S. memory-chip manufacturing facilities before 2030. This plan is supported by the freshly signed Chips and Science Act, a government bill that includes $52 billion of funding for U.S. chip designers and semiconductor manufacturers.</p><p>So Micron will more than double its chip-making assets over the next seven years, creating roughly 40,000 jobs for Americans and a massive source of memory chip supplies. Today, most memory chips are made in Taiwan, China, or Japan. In light of the economywide supply chain problems that started with semiconductor shortages in Asia, Micron's domestic investment might be considered a matter of national security.</p><p>You can invest in Micron's sensible and patriotic long-term plans for the bargain-bin price of just seven times the company's trailing earnings. I'm not concerned about the short-term revenue downturn, because Micron has a robust balance sheet and fantastic long-term plans.</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 Semiconductor Stocks to Buy Now, Including Nvidia</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 Semiconductor Stocks to Buy Now, Including Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 14:22 GMT+8 <a href=https://www.fool.com/investing/2022/08/14/3-semiconductor-stocks-to-buy-now-including-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week, a number of high-profile semiconductor companies confirmed that consumer electronics spending is hitting a rough patch. Nvidia said that PC and laptop demand is hurting its video game ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/14/3-semiconductor-stocks-to-buy-now-including-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","KLIC":"库力索法半导体","MU":"美光科技"},"source_url":"https://www.fool.com/investing/2022/08/14/3-semiconductor-stocks-to-buy-now-including-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259301500","content_text":"This week, a number of high-profile semiconductor companies confirmed that consumer electronics spending is hitting a rough patch. Nvidia said that PC and laptop demand is hurting its video game segment, and Micron Technology said PC and smartphone sales are going to be sharply lower in the second half of 2022 as device manufacturers work through built-up inventory of some components.The market already knew trouble was brewing. Semiconductor stocks have declined 25% so far in 2022, as measured by the iShares Semiconductor ETF. However, in spite of a deafening chorus lamenting the onset of a cyclical downturn in the chip industry, this ETF has rallied sharply off highs. The reason? Though consumer spending is hitting the skids, enterprise spending on chips for the cloud, data centers, artificial intelligence (AI), and the like is still going strong.Three Fool.com contributors think chip stocks are a buy right now for the long haul. Here's why Nvidia, Micron Technology, and Kulicke and Soffa Industries top their buy lists right now.Familiar territory for Nvidia shareholdersNicholas Rossolillo (Nvidia): For longtime owners of Nvidia, this week's announcement by CEO Jensen Huang and company feels like 2018 redux. The chip industry overall is slowing after a run of strong growth. There are demand issues in China. The cryptocurrency market (parts of which use GPUs like what Nvidia designs to \"mine\" crypto) has just taken a brutal beating. And Nvidia is preparing to announce a new generation of gaming GPUs later this autumn (which means some gamers might be delaying purchases until the new hardware comes out). As a result, Nvidia said its preliminary gaming segment sales declined 33% year over year in Q2 fiscal 2023.The high-end video gaming graphics company has always been pretty cyclical. Nvidia releases new GPUs that can handle more powerful video games, gamers upgrade laptops and PCs, sales boom then ebb, Nvidia announces another GPU refresh, and the cycle repeats. While the 2022 downturn has its unique challenges, this is familiar territory for longtime shareholders.Data by YCharts.One key difference this time, though, is that Nvidia is now a diversified business. In fact, based on its preliminary Q2 numbers, Nvidia's data center business (where it's powering AI and other high-performance computing for enterprises) grew 61% year over year. With sales of $3.81 billion, data centers are now Nvidia's largest segment at an implied 57% of total revenue.At some point, the data center end-market will also go through a slowdown or cyclical downturn. But Nvidia now has lots of irons in the fire (a cloud software licensing business, automotive and industrial equipment chips, new gaming chips). When Nvidia and the chip industry hit these bumps in the road, I start buying through the downturn while awaiting the next cycle higher. At this juncture, I see no reason to treat this top semiconductor stock any differently from times past.This advanced packaging leader is incredibly cheap Billy Duberstein (Kulicke and Soffa): One way to play the chip sector is semiconductor equipment stocks, the \"picks and shovels\" to the industry. When people think of semi-cap equipment, they usually turn to front-end equipment-makers, which print massive numbers of tiny transistors onto silicon chips. However, investors shouldn't overlook advanced packaging companies.That's because front-end scaling is now bumping up against the laws of physics. In response, the chip industry is applying more advanced packaging techniques to continue generating more power with less energy. By bringing chips, memory, and accelerators closer together and connecting them more efficiently within devices, packaging can continue improving total system performance.Many leading chipmakers have even begun designing \"chiplets,\" or smaller semiconductor units that perform specific functions, which can be rearranged with other chiplets to make customized \"super-chips.\"Kulicke and Soffa stands to benefit handsomely from this trend, as a leader in traditional wire bonding, and in more modern advanced packaging techniques for general semiconductors, automobiles, and advanced displays.K&S' workhorse product is the wire bonder, a legacy bonding product for which it has more than 60% market share, according to VLSI Research. However, since CEO Fusen Chen took over the top job in 2016, K&S has done an excellent job of developing new products in advanced packaging, such as thermocompression bonding, and a new product line in mini/microLED assembly, both through internal R&D and tuck-in acquisitions.On the recent conference call, Chen noted its newer advanced packaging technology products were tracking 35% ahead of expectations given at the company's Investor Day one year ago.The advanced display segment also offers lots of potential. MiniLED is a cutting-edge display technology, offering deeper blacks and richer colors, and is replacing OLED in many products such as high-end TVs. Apple (AAPL) is beginning to incorporate miniLED into more of its products. The new Pro versions of MacBooks and iPads will feature miniLEDs.K&S is a notoriously cyclical stock, and we are definitely entering a near-term downturn. Widespread pullbacks in industry expansions caused management to guide for a sequential 25% decline in revenues next quarter, and for earnings per share to fall more than 50%, from $1.99 last quarter to $0.93 in the upcoming quarter.So why is the stock a buy? Because it's really cheap! K&S now trades in the mid-$40 range, and also has a strong net cash position of about $12.50 per share. Even taking next quarter's earnings per share as a baseline, that would equate to $3.60 per share in a downturn. If that marks a cycle's bottom, that means the stock trades at less than 10 times trough earnings, stripping out its excess cash. Meanwhile, over the past 12-month \"boom,\" K&S earned $8.06 per share.Even if near-term revenue and earnings fall lower, the growth in packaging intensity should allow for bigger highs and lows over time. Meanwhile, Chen noted that by 2024, many new advanced packaging and miniLED products just being qualified today will be hitting the markets. I'd suspect K&S will still be profitable through a downcycle, and eventually make higher highs than even the 2021 \"boom year\" at some point. Then today's stock price will look like even more of a bargain.Temporary sales slowdown, temporary stock discounts, audacious long-term plansAnders Bylund (Micron Technology): Memory chip specialist Micron Technology almost always seems to be on fire sale. The stock rarely trades above 10 times trailing earnings, apart from a two-year surge above that line in 2020 and 2021.2022's inflation concerns ended that hot streak, pushing Micron's price-to-earnings ratio below 7 again. The latest twist in that chart was a 3.5% haircut on Tuesday, inspired by Micron's lowered fourth-quarter guidance. Customer demand for memory chips has cooled due to supply chain challenges and macroeconomic issues. Many companies that build devices containing digital memory chips are digging into their warehouse inventories rather than ordering new stock at the moment.Micron is managing its expected near-term revenue slowdown by holding back on chip-making equipment installations over the next couple of quarters. However, I think it's a mistake to focus too much on this temporary issue, which undoubtedly will leave Micron with an explosive amount of pent-up demand and another sharp revenue spike in 2023 or 2024.On the same day as that chilling guidance cut, Micron also committed to investing $40 billion in U.S. memory-chip manufacturing facilities before 2030. This plan is supported by the freshly signed Chips and Science Act, a government bill that includes $52 billion of funding for U.S. chip designers and semiconductor manufacturers.So Micron will more than double its chip-making assets over the next seven years, creating roughly 40,000 jobs for Americans and a massive source of memory chip supplies. Today, most memory chips are made in Taiwan, China, or Japan. In light of the economywide supply chain problems that started with semiconductor shortages in Asia, Micron's domestic investment might be considered a matter of national security.You can invest in Micron's sensible and patriotic long-term plans for the bargain-bin price of just seven times the company's trailing earnings. I'm not concerned about the short-term revenue downturn, because Micron has a robust balance sheet and fantastic long-term plans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999133750,"gmtCreate":1660486135772,"gmtModify":1676533478629,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999133750","repostId":"2259170325","repostType":4,"repost":{"id":"2259170325","pubTimestamp":1660447076,"share":"https://ttm.financial/m/news/2259170325?lang=&edition=fundamental","pubTime":"2022-08-14 11:17","market":"us","language":"en","title":"Missed Out on the FAANG Stocks? Buy the CASH Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2259170325","media":"Motley Fool","summary":"It might be time for investors to turn their attention to the next generation of game-changing companies.","content":"<html><head></head><body><p>Investors who actively follow the stock market might be familiar with the FAANG acronym. It conveniently groups together some of the largest modern technology companies in the world, namely:</p><ul><li>Facebook, which now trades under <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b></li><li><b>Amazon</b></li><li><b>Apple</b></li><li><b>Netflix</b></li><li>Google, which trades under <b>Alphabet</b></li></ul><p>The five stocks are known for their soaring long-term returns, with Amazon, Apple, and Alphabet each worth over $1 trillion today. While they're still some of the greatest companies investors can buy, there might be a new generation of FAANG stocks emerging.</p><p>A panel of three Motley Fool contributors has just coined the CASH acronym, covering <b>Cloudflare</b> (NET 3.58%), <b>Advanced Micro Devices</b> (AMD 2.76%), and <b>Shopify</b> (SHOP 0.84%). Here's what makes them worth buying.</p><h2>A disruptive cloud computing company</h2><p><b>Trevor Jennewine (Cloudflare):</b> The cloud computing industry is dominated by tech titans like Amazon Web Services (AWS), but Cloudflare has distinguished itself in several ways, and the company is growing at a tremendous pace.</p><p>Cloudflare operates a global edge cloud. Its infrastructure spans 275 cities, interconnecting with thousands of other networks, including every major internet service provider. That makes Cloudflare very fast. Its infrastructure sits within 50 milliseconds of 95% of the globe's internet-connected population, and internal studies suggest that Cloudflare is the fastest network in the vast majority of countries around the world.</p><p>Using that advantage, Cloudflare offers a range of application, network, and security services that accelerate and protect business-critical infrastructure, while eliminating the cost and complexity of managing network hardware on site. Cloudflare also provides developer tools that empower customers to create websites, design software, and write code directly on its network. <b>Forrester Research</b> recently recognized Cloudflare as the leader in edge development.</p><p>Additionally, Cloudflare is designed to support hybrid cloud and multicloud strategies. Think of its network as a single pane of glass that provides each customer with visibility, performance, and security across its entire IT ecosystem, from private data centers to public clouds. That differentiates Cloudflare from public cloud vendors, because those vendors tend to favor their own technologies.</p><p>Cloudflare grew its customer base 20% to 151,000 over the past year, and the average customer spent 26% more, underscoring an effective land-and-expand strategy. In turn, revenue skyrocketed 53% to $813 million, and the company generated $36 million in cash from operations. That meager cash flow may worry some investors, but Cloudflare puts its market opportunity at $135 billion by 2024 and management plans to run the business near breakeven for the foreseeable future to capitalize on that.</p><p>Given its competitive strengths and sizable market opportunity, the future looks bright for Cloudflare. That's why this growth stock is a buy.</p><h2>The leader in high-performance computing</h2><p><b>Anthony Di Pizio (Advanced Micro Devices): </b>It's hard to find a product or service today that hasn't been digitized in some way, and it's made possible thanks to advanced computer chips delivering smaller, cheaper, and more portable processing power. Advanced Micro Devices is a world-leading producer of such chips (commercially known as semiconductors), and it's the driving force behind some of the most popular consumer electronics.</p><p>The company's chips power both <b>Sony</b>'s PlayStation 5 and <b>Microsoft</b>'s Xbox, in addition to the infotainment systems in <b>Tesla</b>'s line of electric vehicles. That should be enough to highlight AMD's importance to everyday life, but of course, the company does so much more.</p><p>AMD has a booming data center segment, which grew 83% year over year in the second quarter of 2022, delivering $1.5 billion in revenue. The company has some of the largest providers of cloud services as data center customers including Microsoft (Azure), and two of the FAANG names -- Amazon (Amazon Web Services) and Alphabet (Google Cloud).</p><p>But it's AMD's recent $49 billion acquisition of Xilinx that could be the real growth fuel in the long run. Xilinx is the adaptive computing industry leader, a technology that involves semiconductors that adjust to the users' requirements in real time, reducing the need to constantly swap out hardware. AMD believes this is the next frontier, and the newly combined companies will likely make for the undisputed leader in high-performance computing over the next 10 years and beyond.</p><p>AMD's market valuation stands at just $158 billion right now, which is measly by FAANG standards, but there's no question the company is as impactful to the technology sector as any one of the names in that acronym. Right now, AMD stock trades at a cheaper price-to-earnings multiple (25.5) than the <b>Nasdaq-100</b> tech index (26.8), so it might be a great time to start building a position.</p><h2>This top dog is down, but not out</h2><p><b>Jamie Louko (Shopify):</b> Shopify has had its ups and downs recently, and the stock has certainly gotten punished for it. Shares of this e-commerce platform are down 78% from their all-time highs. Part of the reason for this is that the company is seeing e-commerce as a percentage of U.S. retail sales trend downward, and while e-commerce adoption is still higher than it was in 2019, it is falling back in line with pre-pandemic growth projections.</p><p>However, e-commerce is expected to become increasingly popular, and Shopify will likely benefit. The company enables small businesses to start, run, and grow their operations to help compete with bigger e-commerce sites. This endeavor has been quite successful: Shopify now has millions of merchants around the world, enabling almost $47 billion in merchandise volume sales in the second quarter of 2022.</p><p>Shopify merchants represented over 10% of U.S. retail e-commerce sales in 2021, but the company could take more share. Shopify is known for innovation and continuously offering new features and products to help its merchants thrive. This could transform Shopify into a gold-standard platform and help it take market share.</p><p>One of Shopify's latest innovations is the Shopify Fulfillment Network (SFN), which allows merchants to offload shipping and fulfillment duties to Shopify. This will be expensive to build, but it could add value. One of the advantages bigger e-commerce players have over small businesses is fast delivery times, so the fact that Shopify can achieve two-day delivery for the majority of orders could be a huge incentive to use Shopify's platform.</p><p>Shopify is a leader in the small business space and is attacking a large market. Its high switching costs also make its platform sticky. The company trades at 9.3 times sales -- a historically low valuation since it came public in 2015. While that's higher than other e-commerce stocks like <b>Etsy</b> and <b><a href=\"https://laohu8.com/S/BIGC\">BigCommerce Holdings</a></b> Shopify's competitive advantages might be worth a premium.</p><p>Given this historically reasonable price, investors might want to invest in this top dog and hold for the long haul.</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>Missed Out on the FAANG Stocks? Buy the CASH Stocks Instead</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\">\nMissed Out on the FAANG Stocks? Buy the CASH Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-14 11:17 GMT+8 <a href=https://www.fool.com/investing/2022/08/13/missed-out-faang-stocks-buy-cash-stocks-instead/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors who actively follow the stock market might be familiar with the FAANG acronym. It conveniently groups together some of the largest modern technology companies in the world, namely:Facebook, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/13/missed-out-faang-stocks-buy-cash-stocks-instead/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc.","AMD":"美国超微公司","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/08/13/missed-out-faang-stocks-buy-cash-stocks-instead/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259170325","content_text":"Investors who actively follow the stock market might be familiar with the FAANG acronym. It conveniently groups together some of the largest modern technology companies in the world, namely:Facebook, which now trades under Meta PlatformsAmazonAppleNetflixGoogle, which trades under AlphabetThe five stocks are known for their soaring long-term returns, with Amazon, Apple, and Alphabet each worth over $1 trillion today. While they're still some of the greatest companies investors can buy, there might be a new generation of FAANG stocks emerging.A panel of three Motley Fool contributors has just coined the CASH acronym, covering Cloudflare (NET 3.58%), Advanced Micro Devices (AMD 2.76%), and Shopify (SHOP 0.84%). Here's what makes them worth buying.A disruptive cloud computing companyTrevor Jennewine (Cloudflare): The cloud computing industry is dominated by tech titans like Amazon Web Services (AWS), but Cloudflare has distinguished itself in several ways, and the company is growing at a tremendous pace.Cloudflare operates a global edge cloud. Its infrastructure spans 275 cities, interconnecting with thousands of other networks, including every major internet service provider. That makes Cloudflare very fast. Its infrastructure sits within 50 milliseconds of 95% of the globe's internet-connected population, and internal studies suggest that Cloudflare is the fastest network in the vast majority of countries around the world.Using that advantage, Cloudflare offers a range of application, network, and security services that accelerate and protect business-critical infrastructure, while eliminating the cost and complexity of managing network hardware on site. Cloudflare also provides developer tools that empower customers to create websites, design software, and write code directly on its network. Forrester Research recently recognized Cloudflare as the leader in edge development.Additionally, Cloudflare is designed to support hybrid cloud and multicloud strategies. Think of its network as a single pane of glass that provides each customer with visibility, performance, and security across its entire IT ecosystem, from private data centers to public clouds. That differentiates Cloudflare from public cloud vendors, because those vendors tend to favor their own technologies.Cloudflare grew its customer base 20% to 151,000 over the past year, and the average customer spent 26% more, underscoring an effective land-and-expand strategy. In turn, revenue skyrocketed 53% to $813 million, and the company generated $36 million in cash from operations. That meager cash flow may worry some investors, but Cloudflare puts its market opportunity at $135 billion by 2024 and management plans to run the business near breakeven for the foreseeable future to capitalize on that.Given its competitive strengths and sizable market opportunity, the future looks bright for Cloudflare. That's why this growth stock is a buy.The leader in high-performance computingAnthony Di Pizio (Advanced Micro Devices): It's hard to find a product or service today that hasn't been digitized in some way, and it's made possible thanks to advanced computer chips delivering smaller, cheaper, and more portable processing power. Advanced Micro Devices is a world-leading producer of such chips (commercially known as semiconductors), and it's the driving force behind some of the most popular consumer electronics.The company's chips power both Sony's PlayStation 5 and Microsoft's Xbox, in addition to the infotainment systems in Tesla's line of electric vehicles. That should be enough to highlight AMD's importance to everyday life, but of course, the company does so much more.AMD has a booming data center segment, which grew 83% year over year in the second quarter of 2022, delivering $1.5 billion in revenue. The company has some of the largest providers of cloud services as data center customers including Microsoft (Azure), and two of the FAANG names -- Amazon (Amazon Web Services) and Alphabet (Google Cloud).But it's AMD's recent $49 billion acquisition of Xilinx that could be the real growth fuel in the long run. Xilinx is the adaptive computing industry leader, a technology that involves semiconductors that adjust to the users' requirements in real time, reducing the need to constantly swap out hardware. AMD believes this is the next frontier, and the newly combined companies will likely make for the undisputed leader in high-performance computing over the next 10 years and beyond.AMD's market valuation stands at just $158 billion right now, which is measly by FAANG standards, but there's no question the company is as impactful to the technology sector as any one of the names in that acronym. Right now, AMD stock trades at a cheaper price-to-earnings multiple (25.5) than the Nasdaq-100 tech index (26.8), so it might be a great time to start building a position.This top dog is down, but not outJamie Louko (Shopify): Shopify has had its ups and downs recently, and the stock has certainly gotten punished for it. Shares of this e-commerce platform are down 78% from their all-time highs. Part of the reason for this is that the company is seeing e-commerce as a percentage of U.S. retail sales trend downward, and while e-commerce adoption is still higher than it was in 2019, it is falling back in line with pre-pandemic growth projections.However, e-commerce is expected to become increasingly popular, and Shopify will likely benefit. The company enables small businesses to start, run, and grow their operations to help compete with bigger e-commerce sites. This endeavor has been quite successful: Shopify now has millions of merchants around the world, enabling almost $47 billion in merchandise volume sales in the second quarter of 2022.Shopify merchants represented over 10% of U.S. retail e-commerce sales in 2021, but the company could take more share. Shopify is known for innovation and continuously offering new features and products to help its merchants thrive. This could transform Shopify into a gold-standard platform and help it take market share.One of Shopify's latest innovations is the Shopify Fulfillment Network (SFN), which allows merchants to offload shipping and fulfillment duties to Shopify. This will be expensive to build, but it could add value. One of the advantages bigger e-commerce players have over small businesses is fast delivery times, so the fact that Shopify can achieve two-day delivery for the majority of orders could be a huge incentive to use Shopify's platform.Shopify is a leader in the small business space and is attacking a large market. Its high switching costs also make its platform sticky. The company trades at 9.3 times sales -- a historically low valuation since it came public in 2015. While that's higher than other e-commerce stocks like Etsy and BigCommerce Holdings Shopify's competitive advantages might be worth a premium.Given this historically reasonable price, investors might want to invest in this top dog and hold for the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999133242,"gmtCreate":1660486106789,"gmtModify":1676533478621,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999133242","repostId":"2259268147","repostType":2,"repost":{"id":"2259268147","pubTimestamp":1660443357,"share":"https://ttm.financial/m/news/2259268147?lang=&edition=fundamental","pubTime":"2022-08-14 10:15","market":"us","language":"en","title":"How to Make 300% in the Stock Market Without Really Trying","url":"https://stock-news.laohu8.com/highlight/detail?id=2259268147","media":"InvestorPlace","summary":"In 2012, I made 300% returns in the stock market without really trying.It happened again in 2020…And","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/7cec91627f47c890c9b15078a688d4f9\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>In 2012, I made 300% returns in the stock market without really trying.</p><p>It happened again in 2020…</p><p>And then again in 2021…</p><p>My secret?</p><p><i><b>I bought companies in consolidating industries</b></i>.</p><p>For 2012, it was the airline industry. Ammunition in 2020. And coal in 2021.</p><p>In each of these cases, a “terrible” industry would see profits rise 5x… 10x… 20x… after bankruptcies, liquidations and mergers left the industry with few remaining players. It’s a wellspring of easy profits.</p><p>The strategy only works every several years; industry consolidation doesn’t happen all the time.</p><p>But when it does happen, investors can outperform the market. And today, one new industry is teasing 300% returns. Read on to find which one.</p><p>And if you enjoy this article, <b>click here to subscribe to Tom Yeung’s </b><b><i>Profit & Protection</i></b><b> to get the latest updates in your inbox</b>.</p><h2>Exploiting Inefficient Markets</h2><p>The reason for airline outperformance was simple:</p><p>Markets are efficient vehicles for gathering consensus market views…</p><p><i><b>…but consensus views are sometimes slow to change, especially with consolidating industries</b></i>.</p><p>In the case of airlines, investors “knew” it was a terrible industry.</p><p>“For 100 years, airline transport has not been a good business,” Warren Buffett said in a 2013 interview on <i>CNBC</i>. “A seat on an airliner as a commodity to a great extent.”</p><p>But managers with billion-dollar funds often can’t see the changes that you and I do. The tight-fisted Mr. Buffett flies around in a private jet he once named “The Indefensible.” And how would an analyst sitting in Wall Street’s glass buildings (as I once did) know the price of a gallon of milk? Even I almost missed the rise of airline fares.</p><p>Yet, these Wall Street blind spots create enormous buying opportunities.</p><ul><li><b>Railways.</b> Companies like <b>Canadian Pacific Railway</b> (NYSE:<b><u>CP</u></b>) rose +600% between 2009-2014.</li><li><b>Ammunition.</b> Bullet-maker <b><a href=\"https://laohu8.com/S/VGL.AU\">Vista</a> Outdoors</b> (NYSE:<b><u>VSTO</u></b>) jumped +550% between 2020-2021.</li><li><b>Coal.</b> Near-bankrupt miner <b><a href=\"https://laohu8.com/S/BTU\">Peabody</a> Energy</b> (NYSE:<b><u>BTU</u></b>) skyrocketed +900% between 2021-2022</li></ul><p>In each of these instances, a “Main Street” industry would suddenly become a superstar winner because of one word:</p><p><i><b>Consolidation</b></i>.</p><p>In the case of airlines, mega-mergers between top players meant that the top 4 carriers controlled two-thirds of the industry by 2013. <b>Delta</b> (NYSE:<b><u>DAL</u></b>) would make up 80% of all flights from Atlanta’s Hartsfield-Jackson airport that year.</p><p>In rail, these same forces would turn a struggling industry into one of America’s most profitable sectors. Only seven Class I freight railroads exist today, down from 33 in 1980. And concentration in specific sectors is higher; two railroads now originate 65% of all U.S. grain.</p><p>These changes are apparent to anyone who works in the business. Try to buy ammunition at your local gun store, and you’ll have a choice between two manufacturers. Shells now easily cost over a dollar per round. And at the grocery store, our choice of meat and prepackaged bread is an illusion. 2-3 companies now own dozens of brands on store shelves.</p><p>Observant investors will notice these things in everyday life.</p><p>Meanwhile, outsiders on Wall Street are often slow in responding to these tectonic shifts, especially when they’re happening far away from the glass high-rise offices of <a href=\"https://laohu8.com/S/MHC.AU\">Manhattan</a> or Omaha.</p><h2>Beating the Street at Its Own Game</h2><p>There are three ingredients to these hidden gems:</p><ul><li><b>A “Hated” Industry.</b> A history of low returns, poor growth and high capital requirements will set the stage for cheap stock prices.</li><li><b>Consolidation.</b> Mergers, acquisitions and bankruptcies that give the remaining players pricing power.</li><li><b>Essential Goods.</b> Sectors that produce goods that are difficult or impossible to substitute.</li></ul><p>And today, one sector stands out as the next big winner:</p><p><i><b>Telecom</b></i>.</p><h2>From Four to Three</h2><p>Ask any Wall Street investor about telecom, and watch them respond with a mix of apathy and disgust. The <b><a href=\"https://laohu8.com/S/EMDI\">iShares</a> Global Communication Services ETF</b> (NYSEARCA:<b><u>IXP</u></b>) has risen just 7% since 2005, underperforming every other sector of the Global Industry Classification Standard (GICS).</p><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/683bb6c2aa728f75d0baebfe009399e0\" tg-width=\"580\" tg-height=\"372\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>There’s a good reason for the dismal performance. For years, America’s telecom firms have fought in a seven-way battle. The two top players <b>AT&T</b> (NYSE:<b><u>T</u></b>) and <b>Verizon</b> (NYSE:<b><u>VZ</u></b>) competed against upstarts <b>Sprint</b> and <b>T-Mobile</b> (NASDAQ:<b><u>TMUS</u></b>), along with smaller players <b>Leap</b>, <b>MetroPCS</b> and <b>U.S. Cellular</b> (NYSE:<b><u>USM</u></b>).</p><p>It was a recipe for disaster. High capital expenditure, changing technologies and a massive country to cover meant that firms like Verizon could sink $20 billion per year since 2000 into capital investment and <i>still</i> see end-user prices stagnate.</p><p>Put another way, my $40-per-month cell phone bill had barely budged in the 20 years leading up to 2020</p><p><i><b>But that also gives telecom the perfect setup for 300% gains</b></i>.</p><p>Since 2011, the number of wireless providers has shrunk from seven to four. And with U.S. Cellular’s market share dropping to 1%, the wireless industry has become a three-way race.</p><p>Prices have already started creeping up. The cheapest plan from T-Mobile for a single line now costs $70 after taxes and fees, reversing years of price declines. According to the BLS, spending on cell phone services finally stopped falling in 2020.</p><p>“A stable competitive market never has more than three significant competitors,” BCG founder Bruce Henderson noted in 1976. The “rule of three” eventually makes it “neither practical nor advantageous for either competitor to increase or decrease share.”</p><p>In other words, telecom is no longer a race to the bottom.</p><h2>Which Telecom Stock Should You Buy?</h2><p>So, why do I say investors can make 300% with virtually no effort?</p><p>That’s because there’s no need for fancy 3-stage DCF models…</p><p>…Complicated intrinsic value calculations…</p><p>…Or reading the tea leaves of management guidance.</p><p>That’s because when industries consolidate, <b>all companies gain</b>.</p><p>For airlines in 2013, investors could have easily made the same high returns on <b>Southwest </b>(NYSE:<b><u>LUV</u></b>), <b>United</b> (NASDAQ:<b><u>UAL</u></b>) or <b>Hawaiian</b> (NASDAQ:<b><u>HA</u></b>).</p><p>Similarly, telecom’s three remaining players – AT&T, Verizon and T-Mobile – all stand to profit. Even though Profit & Protection has highlighted AT&T for its cheapest starting price, the trio all provide the same essential wireless services, and all have begun flexing their oligopolistic pricing power.</p><p><i><b>Bottom line: buy AT&T if you only pick one telecom, but all three should outperform over the next decade</b></i>.</p><h2>Some Patience Required… </h2><p>Consolidation plays are phenomenal for their high batting average and relative safety. AT&T has a 6% dividend yield, one of the highest rates for a blue-chip stock.</p><p>The strategy, however, can take years to play out. Freight railroad <b>CSX</b> (NASDAQ:<b><u>CSX</u></b>) took over a decade to rise 10x.</p><p>That means high-frequency traders are better off buying high-beta momentum stocks listed in Tuesday’s newsletter. But if you are willing to wait for returns without really trying, then AT&T and the telecom industry provides a stunningly attractive play.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How to Make 300% in the Stock Market Without Really Trying</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow to Make 300% in the Stock Market Without Really Trying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-14 10:15 GMT+8 <a href=https://investorplace.com/2022/08/how-to-make-300-in-the-stock-market-without-really-trying/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 2012, I made 300% returns in the stock market without really trying.It happened again in 2020…And then again in 2021…My secret?I bought companies in consolidating industries.For 2012, it was the ...</p>\n\n<a href=\"https://investorplace.com/2022/08/how-to-make-300-in-the-stock-market-without-really-trying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HA":"夏威夷控股","BK4132":"无线电信业务","USM":"美国无线电话","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4500":"航空公司","QID":"纳指两倍做空ETF","BK4115":"综合电信业务","T":"美国电话电报","VSTO":"Vista Outdoor Inc",".IXIC":"NASDAQ Composite","BK4156":"煤与消费用燃料","TMUS":"T-Mobile US Inc","UAL":"联合大陆航空","BK4561":"索罗斯持仓","SQQQ":"纳指三倍做空ETF","BK4581":"高盛持仓","BK4549":"软银资本持仓","CSX":"CSX运输","QLD":"纳指两倍做多ETF","VZ":"威瑞森","TQQQ":"纳指三倍做多ETF","BK4190":"消闲用品","BK4016":"铁路","BK4532":"文艺复兴科技持仓","PSQ":"纳指反向ETF","BK4515":"5G概念","BTU":"Peabody","BK4520":"美国基建股","LUV":"西南航空","BK4008":"航空公司","CP":"加拿大太平洋铁路","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","QQQ":"纳指100ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","DAL":"达美航空","BK4566":"资本集团"},"source_url":"https://investorplace.com/2022/08/how-to-make-300-in-the-stock-market-without-really-trying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259268147","content_text":"In 2012, I made 300% returns in the stock market without really trying.It happened again in 2020…And then again in 2021…My secret?I bought companies in consolidating industries.For 2012, it was the airline industry. Ammunition in 2020. And coal in 2021.In each of these cases, a “terrible” industry would see profits rise 5x… 10x… 20x… after bankruptcies, liquidations and mergers left the industry with few remaining players. It’s a wellspring of easy profits.The strategy only works every several years; industry consolidation doesn’t happen all the time.But when it does happen, investors can outperform the market. And today, one new industry is teasing 300% returns. Read on to find which one.And if you enjoy this article, click here to subscribe to Tom Yeung’s Profit & Protection to get the latest updates in your inbox.Exploiting Inefficient MarketsThe reason for airline outperformance was simple:Markets are efficient vehicles for gathering consensus market views……but consensus views are sometimes slow to change, especially with consolidating industries.In the case of airlines, investors “knew” it was a terrible industry.“For 100 years, airline transport has not been a good business,” Warren Buffett said in a 2013 interview on CNBC. “A seat on an airliner as a commodity to a great extent.”But managers with billion-dollar funds often can’t see the changes that you and I do. The tight-fisted Mr. Buffett flies around in a private jet he once named “The Indefensible.” And how would an analyst sitting in Wall Street’s glass buildings (as I once did) know the price of a gallon of milk? Even I almost missed the rise of airline fares.Yet, these Wall Street blind spots create enormous buying opportunities.Railways. Companies like Canadian Pacific Railway (NYSE:CP) rose +600% between 2009-2014.Ammunition. Bullet-maker Vista Outdoors (NYSE:VSTO) jumped +550% between 2020-2021.Coal. Near-bankrupt miner Peabody Energy (NYSE:BTU) skyrocketed +900% between 2021-2022In each of these instances, a “Main Street” industry would suddenly become a superstar winner because of one word:Consolidation.In the case of airlines, mega-mergers between top players meant that the top 4 carriers controlled two-thirds of the industry by 2013. Delta (NYSE:DAL) would make up 80% of all flights from Atlanta’s Hartsfield-Jackson airport that year.In rail, these same forces would turn a struggling industry into one of America’s most profitable sectors. Only seven Class I freight railroads exist today, down from 33 in 1980. And concentration in specific sectors is higher; two railroads now originate 65% of all U.S. grain.These changes are apparent to anyone who works in the business. Try to buy ammunition at your local gun store, and you’ll have a choice between two manufacturers. Shells now easily cost over a dollar per round. And at the grocery store, our choice of meat and prepackaged bread is an illusion. 2-3 companies now own dozens of brands on store shelves.Observant investors will notice these things in everyday life.Meanwhile, outsiders on Wall Street are often slow in responding to these tectonic shifts, especially when they’re happening far away from the glass high-rise offices of Manhattan or Omaha.Beating the Street at Its Own GameThere are three ingredients to these hidden gems:A “Hated” Industry. A history of low returns, poor growth and high capital requirements will set the stage for cheap stock prices.Consolidation. Mergers, acquisitions and bankruptcies that give the remaining players pricing power.Essential Goods. Sectors that produce goods that are difficult or impossible to substitute.And today, one sector stands out as the next big winner:Telecom.From Four to ThreeAsk any Wall Street investor about telecom, and watch them respond with a mix of apathy and disgust. The iShares Global Communication Services ETF (NYSEARCA:IXP) has risen just 7% since 2005, underperforming every other sector of the Global Industry Classification Standard (GICS).There’s a good reason for the dismal performance. For years, America’s telecom firms have fought in a seven-way battle. The two top players AT&T (NYSE:T) and Verizon (NYSE:VZ) competed against upstarts Sprint and T-Mobile (NASDAQ:TMUS), along with smaller players Leap, MetroPCS and U.S. Cellular (NYSE:USM).It was a recipe for disaster. High capital expenditure, changing technologies and a massive country to cover meant that firms like Verizon could sink $20 billion per year since 2000 into capital investment and still see end-user prices stagnate.Put another way, my $40-per-month cell phone bill had barely budged in the 20 years leading up to 2020But that also gives telecom the perfect setup for 300% gains.Since 2011, the number of wireless providers has shrunk from seven to four. And with U.S. Cellular’s market share dropping to 1%, the wireless industry has become a three-way race.Prices have already started creeping up. The cheapest plan from T-Mobile for a single line now costs $70 after taxes and fees, reversing years of price declines. According to the BLS, spending on cell phone services finally stopped falling in 2020.“A stable competitive market never has more than three significant competitors,” BCG founder Bruce Henderson noted in 1976. The “rule of three” eventually makes it “neither practical nor advantageous for either competitor to increase or decrease share.”In other words, telecom is no longer a race to the bottom.Which Telecom Stock Should You Buy?So, why do I say investors can make 300% with virtually no effort?That’s because there’s no need for fancy 3-stage DCF models……Complicated intrinsic value calculations……Or reading the tea leaves of management guidance.That’s because when industries consolidate, all companies gain.For airlines in 2013, investors could have easily made the same high returns on Southwest (NYSE:LUV), United (NASDAQ:UAL) or Hawaiian (NASDAQ:HA).Similarly, telecom’s three remaining players – AT&T, Verizon and T-Mobile – all stand to profit. Even though Profit & Protection has highlighted AT&T for its cheapest starting price, the trio all provide the same essential wireless services, and all have begun flexing their oligopolistic pricing power.Bottom line: buy AT&T if you only pick one telecom, but all three should outperform over the next decade.Some Patience Required… Consolidation plays are phenomenal for their high batting average and relative safety. AT&T has a 6% dividend yield, one of the highest rates for a blue-chip stock.The strategy, however, can take years to play out. Freight railroad CSX (NASDAQ:CSX) took over a decade to rise 10x.That means high-frequency traders are better off buying high-beta momentum stocks listed in Tuesday’s newsletter. But if you are willing to wait for returns without really trying, then AT&T and the telecom industry provides a stunningly attractive play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907770468,"gmtCreate":1660261508256,"gmtModify":1676532338427,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Likes ","listText":"Likes ","text":"Likes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907770468","repostId":"1127656723","repostType":4,"repost":{"id":"1127656723","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":1660224952,"share":"https://ttm.financial/m/news/1127656723?lang=&edition=fundamental","pubTime":"2022-08-11 21:35","market":"us","language":"en","title":"Streaming Media Stocks Took off After Disney's Strong Q2 Financial Result","url":"https://stock-news.laohu8.com/highlight/detail?id=1127656723","media":"Tiger Newspress","summary":"Streaming media stocks took off after Disney's strong Q2 financial result.Disney (DIS) said Q2 reven","content":"<html><head></head><body><p>Streaming media stocks took off after Disney's strong Q2 financial result.<img src=\"https://static.tigerbbs.com/4d1fb6bf5f09254048b55e6199a55462\" tg-width=\"271\" tg-height=\"170\" width=\"100%\" height=\"auto\"/></p><p>Disney (DIS) said Q2 revenue rose 26% from a year ago, to $21.5B, income from continuing operations before taxes more than doubled, to $2.12B, and total segment operating income rose 50% to $3.57B.</p><p>Earnings from continuing operations jumped to 77 cents a share, while earnings excluding one-time items totaled $1.09 a share.</p><p>Meanwhile, the company added 14.4M Disney+ subscribers, a 31% year-over-year jump that brought that service to 152.1M subscribers.</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>Streaming Media Stocks Took off After Disney's Strong Q2 Financial Result</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\">\nStreaming Media Stocks Took off After Disney's Strong Q2 Financial Result\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\">2022-08-11 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Streaming media stocks took off after Disney's strong Q2 financial result.<img src=\"https://static.tigerbbs.com/4d1fb6bf5f09254048b55e6199a55462\" tg-width=\"271\" tg-height=\"170\" width=\"100%\" height=\"auto\"/></p><p>Disney (DIS) said Q2 revenue rose 26% from a year ago, to $21.5B, income from continuing operations before taxes more than doubled, to $2.12B, and total segment operating income rose 50% to $3.57B.</p><p>Earnings from continuing operations jumped to 77 cents a share, while earnings excluding one-time items totaled $1.09 a share.</p><p>Meanwhile, the company added 14.4M Disney+ subscribers, a 31% year-over-year jump that brought that service to 152.1M subscribers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127656723","content_text":"Streaming media stocks took off after Disney's strong Q2 financial result.Disney (DIS) said Q2 revenue rose 26% from a year ago, to $21.5B, income from continuing operations before taxes more than doubled, to $2.12B, and total segment operating income rose 50% to $3.57B.Earnings from continuing operations jumped to 77 cents a share, while earnings excluding one-time items totaled $1.09 a share.Meanwhile, the company added 14.4M Disney+ subscribers, a 31% year-over-year jump that brought that service to 152.1M subscribers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907747656,"gmtCreate":1660261410978,"gmtModify":1676532331954,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>great","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>great","text":"$Apple(AAPL)$great","images":[{"img":"https://community-static.tradeup.com/news/8bcc23a57b692a2fb05e3feb87b29b4b","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907747656","isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9907745687,"gmtCreate":1660261340151,"gmtModify":1676532327060,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like it please","listText":"Like it please","text":"Like it please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907745687","repostId":"1138137980","repostType":4,"repost":{"id":"1138137980","pubTimestamp":1660228622,"share":"https://ttm.financial/m/news/1138137980?lang=&edition=fundamental","pubTime":"2022-08-11 22:37","market":"us","language":"en","title":"Semiconductor Earnings Season Shows Strong Buys, Sells","url":"https://stock-news.laohu8.com/highlight/detail?id=1138137980","media":"Seeking Alpha","summary":"SummaryTSM and AMD strong earnings and guidance.INTC and NVDA had disastrous earnings.There are 3 ma","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>TSM and AMD strong earnings and guidance.</li><li>INTC and NVDA had disastrous earnings.</li><li>There are 3 main factors (COVID, crypto, competition) driving the semiconductor industry.</li><li>Stock valuations are absurd for several firms.</li></ul><p><b>The semiconductor earnings season has been eventful. So far we have seen these key data points:</b></p><ul><li>Micron (MU) reported solid earnings but weak guidance, and then further reduced full-year guidance a month later</li><li>Taiwan Semiconductor Manufacturing Company (TSM) reported strong earnings, and guided for solid growth, while acknowledging that their customers were facing reduced demand in some product segments but still clamoring for more supply in others</li><li>Intel (INTC) reported a disastrous quarter (a very rare net loss!) and terrible guidance for the rest of the year</li><li>AMD (AMD) reported a solid quarter, with strong growth, and maintained strong guidance for the rest of the year, while acknowledging that the industry was facing reduced demand in client and gaming but strong demand in the datacenter</li><li>Nvidia (NVDA) pre-announced a horrendous quarter, with “gaming” revenue down 44% sequentially</li></ul><p>Why are some companies showing strength and others falling off a cliff? There are multiple factors at play.</p><p><b>The first is easing of supply chain constraints and reduction of COVID-induced demand.</b></p><p>During the first couple years of the COVID era there was a lot of demand for computers for employees and students to use while working and being educated at home. There was also increased demand for at home entertainment. This resulted in increased sales of PCs (especially low-end laptops like Chromebooks), and gaming equipment (especially gaming consoles and graphics cards). Many data points indicate that these demand spikes have been met and with more people returning to in-person activities, it is not surprising that demand for these pandemic-related items would take a step down.</p><p><i>The net result is a decrease in demand for certain semiconductor products.</i></p><p><b>The second is the bursting of the GPU-powered cryptocurrency mining bubble.</b></p><p>As illustrated in my recent article, GPU-based cryptocurrency mining (primarily Ethereum) has consumed an enormous amount of computing resources over the past two years. The increase in Ethereum hash rate represents the millions of GPUs (primarily from Nvidia) that were purchased to use for crypto mining, along with systems to put the GPUs in, and memory to go into the systems. With Ethereum ending GPU-based mining permanently in the next few months, that is an enormous source of demand that is going away and not coming back. People thinking Nvidia’s earnings collapse is a cyclical dip are fooling themselves.</p><p><img src=\"https://static.tigerbbs.com/b96cfac3a90268022c80c34292c38b95\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BitInfoCharts</p><p>(image source)</p><p><i>The net result is a dramatic decrease in demand for NVDA and AMD GPUs.</i></p><p><b>The third is a shift in market share from Intel and Nvidia to TSM and AMD.</b></p><p>Without going too far into the weeds, TSM has the world’s most advanced semiconductor manufacturing technology, so its customers (like AMD) have a significant competitive edge in product performance. Nvidia has started to shift its products more towards TSM’s foundries to better compete with AMD’s rapidly advancing GPU offerings. And as AMD takes more and more market share from Intel, it has in turn increased demand for TSM capacity.</p><p>The net result of these shifts is strong demand for AMD and TSM offerings at the expense of Intel and Nvidia.</p><p><b>Key Takeaways:</b></p><p><b>TSM is a strong buy</b> as it continues to consolidate market share and has long term hard contractual commitments (including multibillion dollar prepayments) from its customers. TSM is shielded from much of the current market conditions we have observed. With TSM in a global monopoly position, growing earnings at something around 50% per year, the stock is stupidly cheap at approximately 13x 2022 earnings.</p><p><b>AMD is a strong buy</b> as it continues to gain market share in high margin products and can continue to grow earnings despite the demand dip in the industry. The stock is also stupidly cheap at a mid- or upper-teens multiple of likely 2022 earnings given something around 50% per year earnings growth.</p><p><b>MU is a buy</b> as the valuation is quite low relative to its prospects and the nature of the demand downturn.</p><p><b>INTC is a sell</b> as its business (and profits) continues to flow to AMD (and TSM). The dividend is a risk. Intel needs a miracle (and a number of years) to turn itself around into an investable business.</p><p><b>NVDA is a strong sell</b> as its valuation remains egregiously high at 47x TTM earnings despite earnings falling off a cliff now as the crypto mining demand ends.</p><p><b>Pair Trade Idea</b></p><p>AMD has fallen about 7% in the two days since Nvidia’s pre-announcement of disastrous earnings. Perhaps traders assume that NVDA’s GPU sales falling off a cliff is bad news for AMD. But the problem with this assumption is that AMD just announced their Q2 earnings *seven days ago*. At the time AMD gave an update on their GPU sales and guided for Q3. It is extremely unlikely that the entire GPU market suddenly cratered in the handful of days since AMD reported and guided.</p><p>Instead, what we are seeing is a result of cryptocurrency mining demand for GPUs falling off a cliff. Nvidia shrewdly capitalized on this temporary source of demand and sold many millions of GPUs - and at enormously inflated prices - to crypto miners (primarily for mining Ethereum). AMD also benefitted somewhat from increased GPU demand, but since AMD is a diversified business with several business lines besides discrete GPUs, it was not as reliant on GPU sales. All of AMD’s business lines have been supply constrained for a couple years, so AMD dedicated their production capacity primarily to other products and left the crypto-fueled GPU demand largely to Nvidia.</p><p>On the Q2 earnings call, AMD’s CEO Lisa Su indicated that they saw declining GPU sales, and that the declines would continue in Q3. AMD was well aware of the GPU marketplace demand situation when it delivered solid guidance for Q3.</p><p>AMD continues to be enormously undervalued relative to NVDA, despite AMD’s strong fundamentals and Nvidia’s shaky earnings future.</p><p>I suspect a lot of pain is ahead for Nvidia. The company’s revenues are almost entirely from GPU sales, and a huge portion of those sales are likely going away permanently as crypto mining demand falls off a cliff. A significant earnings drop is likely. NVDA is currently trading at 47x TTM earnings. If the stock price doesn’t fall significantly, the earnings multiple could easily approach triple digits in the coming quarters.</p><p>In contrast, AMD is showing continued strength, especially from the data center.</p><p><b>Q2 comparison</b></p><p><img src=\"https://static.tigerbbs.com/3d2a7cf7e7f40fa2069cab2c4d52e370\" tg-width=\"563\" tg-height=\"238\" width=\"100%\" height=\"auto\"/></p><p>Both firms are now similar in size. AMD continues to grow at a fast rate, especially in the lucrative datacenter. AMD’s growing margins surpassed Nvidia’s newly cratered margins. And yet Nvidia’s valuation is almost 3x the size of AMD’s. I suspect this imbalance will be corrected over time as AMD continues to perform and Nvidia’s true underlying fundamentals become clear. In a reasonable market, AMD’s market cap should soon exceed Nvidia’s.</p><p>As AMD continues to grow market share, especially in the high-margin datacenter, earnings should grow quickly. I suspect we will see AMD earning at a $10+ per share rate sometime next year. The stock is trading at less than 10x that figure.</p><p>Nvidia is a great company, but the stock is wildly overpriced, especially given the deteriorating fundamentals. AMD is a great company with increasingly strong fundamentals and a lot of room to continue to take market share from Intel and Nvidia with very competitive products (and strong products in the pipeline). Why anyone would pay almost 3 times as much for Nvidia is beyond me.</p><p>Investors can consider a pair trade of long AMD and short NVDA. This trade would seek to capture the upside for AMD as its valuation moves up to a reasonable valuation reflecting its growing earnings power. The trade would also capture the downside for NVDA as the market realizes the hypergrowth narrative is broken and the multiple adjusts far downwards to appropriately reflect a company with declining earnings. The pair trade would attempt to hedge out macroeconomic fluctuations in the broader indexes and strength/weakness in the semiconductor industry.</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>Semiconductor Earnings Season Shows Strong Buys, Sells</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\">\nSemiconductor Earnings Season Shows Strong Buys, Sells\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 22:37 GMT+8 <a href=https://seekingalpha.com/article/4532697-semiconductor-earnings-season-shows-strong-buys-sells?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A27><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTSM and AMD strong earnings and guidance.INTC and NVDA had disastrous earnings.There are 3 main factors (COVID, crypto, competition) driving the semiconductor industry.Stock valuations are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532697-semiconductor-earnings-season-shows-strong-buys-sells?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A27\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","MU":"美光科技","TSM":"台积电","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4532697-semiconductor-earnings-season-shows-strong-buys-sells?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A27","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138137980","content_text":"SummaryTSM and AMD strong earnings and guidance.INTC and NVDA had disastrous earnings.There are 3 main factors (COVID, crypto, competition) driving the semiconductor industry.Stock valuations are absurd for several firms.The semiconductor earnings season has been eventful. So far we have seen these key data points:Micron (MU) reported solid earnings but weak guidance, and then further reduced full-year guidance a month laterTaiwan Semiconductor Manufacturing Company (TSM) reported strong earnings, and guided for solid growth, while acknowledging that their customers were facing reduced demand in some product segments but still clamoring for more supply in othersIntel (INTC) reported a disastrous quarter (a very rare net loss!) and terrible guidance for the rest of the yearAMD (AMD) reported a solid quarter, with strong growth, and maintained strong guidance for the rest of the year, while acknowledging that the industry was facing reduced demand in client and gaming but strong demand in the datacenterNvidia (NVDA) pre-announced a horrendous quarter, with “gaming” revenue down 44% sequentiallyWhy are some companies showing strength and others falling off a cliff? There are multiple factors at play.The first is easing of supply chain constraints and reduction of COVID-induced demand.During the first couple years of the COVID era there was a lot of demand for computers for employees and students to use while working and being educated at home. There was also increased demand for at home entertainment. This resulted in increased sales of PCs (especially low-end laptops like Chromebooks), and gaming equipment (especially gaming consoles and graphics cards). Many data points indicate that these demand spikes have been met and with more people returning to in-person activities, it is not surprising that demand for these pandemic-related items would take a step down.The net result is a decrease in demand for certain semiconductor products.The second is the bursting of the GPU-powered cryptocurrency mining bubble.As illustrated in my recent article, GPU-based cryptocurrency mining (primarily Ethereum) has consumed an enormous amount of computing resources over the past two years. The increase in Ethereum hash rate represents the millions of GPUs (primarily from Nvidia) that were purchased to use for crypto mining, along with systems to put the GPUs in, and memory to go into the systems. With Ethereum ending GPU-based mining permanently in the next few months, that is an enormous source of demand that is going away and not coming back. People thinking Nvidia’s earnings collapse is a cyclical dip are fooling themselves.BitInfoCharts(image source)The net result is a dramatic decrease in demand for NVDA and AMD GPUs.The third is a shift in market share from Intel and Nvidia to TSM and AMD.Without going too far into the weeds, TSM has the world’s most advanced semiconductor manufacturing technology, so its customers (like AMD) have a significant competitive edge in product performance. Nvidia has started to shift its products more towards TSM’s foundries to better compete with AMD’s rapidly advancing GPU offerings. And as AMD takes more and more market share from Intel, it has in turn increased demand for TSM capacity.The net result of these shifts is strong demand for AMD and TSM offerings at the expense of Intel and Nvidia.Key Takeaways:TSM is a strong buy as it continues to consolidate market share and has long term hard contractual commitments (including multibillion dollar prepayments) from its customers. TSM is shielded from much of the current market conditions we have observed. With TSM in a global monopoly position, growing earnings at something around 50% per year, the stock is stupidly cheap at approximately 13x 2022 earnings.AMD is a strong buy as it continues to gain market share in high margin products and can continue to grow earnings despite the demand dip in the industry. The stock is also stupidly cheap at a mid- or upper-teens multiple of likely 2022 earnings given something around 50% per year earnings growth.MU is a buy as the valuation is quite low relative to its prospects and the nature of the demand downturn.INTC is a sell as its business (and profits) continues to flow to AMD (and TSM). The dividend is a risk. Intel needs a miracle (and a number of years) to turn itself around into an investable business.NVDA is a strong sell as its valuation remains egregiously high at 47x TTM earnings despite earnings falling off a cliff now as the crypto mining demand ends.Pair Trade IdeaAMD has fallen about 7% in the two days since Nvidia’s pre-announcement of disastrous earnings. Perhaps traders assume that NVDA’s GPU sales falling off a cliff is bad news for AMD. But the problem with this assumption is that AMD just announced their Q2 earnings *seven days ago*. At the time AMD gave an update on their GPU sales and guided for Q3. It is extremely unlikely that the entire GPU market suddenly cratered in the handful of days since AMD reported and guided.Instead, what we are seeing is a result of cryptocurrency mining demand for GPUs falling off a cliff. Nvidia shrewdly capitalized on this temporary source of demand and sold many millions of GPUs - and at enormously inflated prices - to crypto miners (primarily for mining Ethereum). AMD also benefitted somewhat from increased GPU demand, but since AMD is a diversified business with several business lines besides discrete GPUs, it was not as reliant on GPU sales. All of AMD’s business lines have been supply constrained for a couple years, so AMD dedicated their production capacity primarily to other products and left the crypto-fueled GPU demand largely to Nvidia.On the Q2 earnings call, AMD’s CEO Lisa Su indicated that they saw declining GPU sales, and that the declines would continue in Q3. AMD was well aware of the GPU marketplace demand situation when it delivered solid guidance for Q3.AMD continues to be enormously undervalued relative to NVDA, despite AMD’s strong fundamentals and Nvidia’s shaky earnings future.I suspect a lot of pain is ahead for Nvidia. The company’s revenues are almost entirely from GPU sales, and a huge portion of those sales are likely going away permanently as crypto mining demand falls off a cliff. A significant earnings drop is likely. NVDA is currently trading at 47x TTM earnings. If the stock price doesn’t fall significantly, the earnings multiple could easily approach triple digits in the coming quarters.In contrast, AMD is showing continued strength, especially from the data center.Q2 comparisonBoth firms are now similar in size. AMD continues to grow at a fast rate, especially in the lucrative datacenter. AMD’s growing margins surpassed Nvidia’s newly cratered margins. And yet Nvidia’s valuation is almost 3x the size of AMD’s. I suspect this imbalance will be corrected over time as AMD continues to perform and Nvidia’s true underlying fundamentals become clear. In a reasonable market, AMD’s market cap should soon exceed Nvidia’s.As AMD continues to grow market share, especially in the high-margin datacenter, earnings should grow quickly. I suspect we will see AMD earning at a $10+ per share rate sometime next year. The stock is trading at less than 10x that figure.Nvidia is a great company, but the stock is wildly overpriced, especially given the deteriorating fundamentals. AMD is a great company with increasingly strong fundamentals and a lot of room to continue to take market share from Intel and Nvidia with very competitive products (and strong products in the pipeline). Why anyone would pay almost 3 times as much for Nvidia is beyond me.Investors can consider a pair trade of long AMD and short NVDA. This trade would seek to capture the upside for AMD as its valuation moves up to a reasonable valuation reflecting its growing earnings power. The trade would also capture the downside for NVDA as the market realizes the hypergrowth narrative is broken and the multiple adjusts far downwards to appropriately reflect a company with declining earnings. The pair trade would attempt to hedge out macroeconomic fluctuations in the broader indexes and strength/weakness in the semiconductor industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907405262,"gmtCreate":1660227518058,"gmtModify":1703494477539,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like it!","listText":"Like it!","text":"Like it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907405262","repostId":"2258073572","repostType":4,"repost":{"id":"2258073572","pubTimestamp":1660223203,"share":"https://ttm.financial/m/news/2258073572?lang=&edition=fundamental","pubTime":"2022-08-11 21:06","market":"us","language":"en","title":"Better Buy: AMD vs. Micron Technology","url":"https://stock-news.laohu8.com/highlight/detail?id=2258073572","media":"Motley Fool","summary":"Both semiconductor stocks have rallied of late, but which one should you be buying?","content":"<html><head></head><body><p>Semiconductor stocks have been in rally mode since the beginning of July, which is evident from the 22% spike in the <b>PHLX Semiconductor Sector</b> index.</p><p>The rally in semiconductor stocks has rubbed off positively on the likes of <b>Advanced Micro Devices</b> and <b>Micron Technology</b>. While AMD stock has soared nearly 36% since the beginning of July, Micron has gained almost 15%.</p><p>The spike in AMD stock seems justified, as the company has been reporting terrific results thanks to the healthy demand for its chips. However, the same cannot be said about Micron, as the memory specialist has lost its wheels thanks to a downturn in memory prices. Does this mean that AMD is in a better position to sustain its hot rally and investors should buy its shares over Micron? Let's find out.</p><p><img src=\"https://static.tigerbbs.com/59d6e48fa91a19787f905e34603932ad\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>^SOX data by YCharts</p><h2>AMD is on a roll</h2><p>AMD released its second-quarter results on Aug. 2, reporting a 70% year-over-year increase in revenue to a record $6.6 billion. The company's operating margin expanded six percentage points over the prior-year period, leading to a 67% year-over-year jump in adjusted earnings to $1.05 per share.</p><p>AMD saw impressive growth across all its business segments last quarter, with the data center segment standing out with an 83% year-over-year spike in revenue to $1.5 billion. The acquisition of Xilinx also boosted AMD's top line and margins. The acquisition sent the company's embedded segment revenue to $1.3 billion, a massive year-over-year spike of 2,228%.</p><p>The chipmaker expects to finish the year with $26.3 billion in revenue. That would be a 60% increase over 2021. More importantly, the diverse markets that AMD serves suggest that the company's impressive growth is here to stay for a long time.</p><p>For instance, AMD's gaming revenue was up 32% year over year in the quarter to $1.7 billion. The segment's impressive growth was driven by a bump in sales of semi-custom chips to gaming console manufacturers such as <b>Sony</b>, <b>Microsoft</b>, and Valve. All three companies use AMD's semi-custom chips to power their consoles, and the good part is that they are witnessing solid demand this year that has prompted manufacturers to increase production.</p><p>Meanwhile, AMD management claims that the company has gained market share in the PC (personal computer) processor market for nine quarters on the trot, thanks to the healthy demand for chips used in notebooks. Wedbush Securities estimates that AMD could keep gaining market share in PCs for the next couple of years from rival <b>Intel</b>. That isn't surprising, as AMD enjoys a technology lead over Intel that has allowed it to report impressive growth even when PC sales are declining big time.</p><p>In all, AMD's market share gains in data centers and PCs and secular growth opportunities in the gaming console space are some of the reasons why analysts expect its earnings to grow at an annual pace of nearly 27% over the next five years. So, AMD could remain a top growth stock in the long run.</p><h2>Micron Technology is in a tough spot</h2><p>Micron Technology is in the soup right now thanks to an oversupply in the memory market. While AMD has been able to offset the PC market weakness by gaining more share against Intel, Micron hasn't been able to do the same.</p><p>The company's days of terrific growth are now a thing of the past, as the demand for memory chips has dwindled and prices are declining. This explains why Micron now warns that its fiscal 2022 fourth-quarter revenue "may come in at or below the low end of the revenue guidance range provided in our June 30 earnings call."</p><p>Micron delivered a disappointing guidance toward the end of June, missing analysts' expectations by a huge margin as it expects top and bottom lines to contract in the current quarter. The company had guided for $7.2 billion in revenue (plus or minus $400 million) at the midpoint of its guidance range, but it looks like it is finding it difficult to meet that mark now.</p><p>Micron warns that the challenging memory environment is here to stay for at least a couple of quarters. That's why the company has reduced its fiscal 2023 capital expenditure forecast, stating that its outlay next fiscal year would "be down meaningfully versus FY22." Analysts are forecasting Micron's revenue and earnings to shrink in fiscal 2023.</p><h2>The verdict</h2><p>AMD is the clear winner of this showdown, as it is on track to maintain its solid growth even in a tough environment. Micron, on the other hand, won't be able to recover until and unless there is a turnaround in the memory market. The bad news for Micron is that the growth in memory demand in 2023 is expected to be just 8.3%, falling below 10% for the first time ever.</p><p>High inflation and fears of an economic downturn are expected to weigh on memory demand. Supply, however, is expected to increase by 14%, leading to an oversupply in the market and lower prices. That's why investors looking to buy a semiconductor stock right now should consider choosing AMD over Micron, as the former has the potential to sustain its rally on the back of its tremendous growth.</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>Better Buy: AMD vs. Micron Technology</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\">\nBetter Buy: AMD vs. Micron Technology\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 21:06 GMT+8 <a href=https://www.fool.com/investing/2022/08/11/better-buy-amd-vs-micron-technology/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor stocks have been in rally mode since the beginning of July, which is evident from the 22% spike in the PHLX Semiconductor Sector index.The rally in semiconductor stocks has rubbed off ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/11/better-buy-amd-vs-micron-technology/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2022/08/11/better-buy-amd-vs-micron-technology/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258073572","content_text":"Semiconductor stocks have been in rally mode since the beginning of July, which is evident from the 22% spike in the PHLX Semiconductor Sector index.The rally in semiconductor stocks has rubbed off positively on the likes of Advanced Micro Devices and Micron Technology. While AMD stock has soared nearly 36% since the beginning of July, Micron has gained almost 15%.The spike in AMD stock seems justified, as the company has been reporting terrific results thanks to the healthy demand for its chips. However, the same cannot be said about Micron, as the memory specialist has lost its wheels thanks to a downturn in memory prices. Does this mean that AMD is in a better position to sustain its hot rally and investors should buy its shares over Micron? Let's find out.^SOX data by YChartsAMD is on a rollAMD released its second-quarter results on Aug. 2, reporting a 70% year-over-year increase in revenue to a record $6.6 billion. The company's operating margin expanded six percentage points over the prior-year period, leading to a 67% year-over-year jump in adjusted earnings to $1.05 per share.AMD saw impressive growth across all its business segments last quarter, with the data center segment standing out with an 83% year-over-year spike in revenue to $1.5 billion. The acquisition of Xilinx also boosted AMD's top line and margins. The acquisition sent the company's embedded segment revenue to $1.3 billion, a massive year-over-year spike of 2,228%.The chipmaker expects to finish the year with $26.3 billion in revenue. That would be a 60% increase over 2021. More importantly, the diverse markets that AMD serves suggest that the company's impressive growth is here to stay for a long time.For instance, AMD's gaming revenue was up 32% year over year in the quarter to $1.7 billion. The segment's impressive growth was driven by a bump in sales of semi-custom chips to gaming console manufacturers such as Sony, Microsoft, and Valve. All three companies use AMD's semi-custom chips to power their consoles, and the good part is that they are witnessing solid demand this year that has prompted manufacturers to increase production.Meanwhile, AMD management claims that the company has gained market share in the PC (personal computer) processor market for nine quarters on the trot, thanks to the healthy demand for chips used in notebooks. Wedbush Securities estimates that AMD could keep gaining market share in PCs for the next couple of years from rival Intel. That isn't surprising, as AMD enjoys a technology lead over Intel that has allowed it to report impressive growth even when PC sales are declining big time.In all, AMD's market share gains in data centers and PCs and secular growth opportunities in the gaming console space are some of the reasons why analysts expect its earnings to grow at an annual pace of nearly 27% over the next five years. So, AMD could remain a top growth stock in the long run.Micron Technology is in a tough spotMicron Technology is in the soup right now thanks to an oversupply in the memory market. While AMD has been able to offset the PC market weakness by gaining more share against Intel, Micron hasn't been able to do the same.The company's days of terrific growth are now a thing of the past, as the demand for memory chips has dwindled and prices are declining. This explains why Micron now warns that its fiscal 2022 fourth-quarter revenue \"may come in at or below the low end of the revenue guidance range provided in our June 30 earnings call.\"Micron delivered a disappointing guidance toward the end of June, missing analysts' expectations by a huge margin as it expects top and bottom lines to contract in the current quarter. The company had guided for $7.2 billion in revenue (plus or minus $400 million) at the midpoint of its guidance range, but it looks like it is finding it difficult to meet that mark now.Micron warns that the challenging memory environment is here to stay for at least a couple of quarters. That's why the company has reduced its fiscal 2023 capital expenditure forecast, stating that its outlay next fiscal year would \"be down meaningfully versus FY22.\" Analysts are forecasting Micron's revenue and earnings to shrink in fiscal 2023.The verdictAMD is the clear winner of this showdown, as it is on track to maintain its solid growth even in a tough environment. Micron, on the other hand, won't be able to recover until and unless there is a turnaround in the memory market. The bad news for Micron is that the growth in memory demand in 2023 is expected to be just 8.3%, falling below 10% for the first time ever.High inflation and fears of an economic downturn are expected to weigh on memory demand. Supply, however, is expected to increase by 14%, leading to an oversupply in the market and lower prices. That's why investors looking to buy a semiconductor stock right now should consider choosing AMD over Micron, as the former has the potential to sustain its rally on the back of its tremendous growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907405189,"gmtCreate":1660227471343,"gmtModify":1703494372792,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907405189","repostId":"1188945871","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9999552607,"gmtCreate":1660560126011,"gmtModify":1676534637754,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like pleases ","listText":"Like pleases ","text":"Like pleases","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999552607","repostId":"2259301500","repostType":2,"repost":{"id":"2259301500","pubTimestamp":1660544528,"share":"https://ttm.financial/m/news/2259301500?lang=&edition=fundamental","pubTime":"2022-08-15 14:22","market":"us","language":"en","title":"3 Semiconductor Stocks to Buy Now, Including Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2259301500","media":"Motley Fool","summary":"The market already called this current chip industry slowdown, and it might now be calling a bottom.","content":"<html><head></head><body><p>This week, a number of high-profile semiconductor companies confirmed that consumer electronics spending is hitting a rough patch. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> said that PC and laptop demand is hurting its video game segment, and <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> said PC and smartphone sales are going to be sharply lower in the second half of 2022 as device manufacturers work through built-up inventory of some components.</p><p>The market already knew trouble was brewing. Semiconductor stocks have declined 25% so far in 2022, as measured by the <a href=\"https://laohu8.com/S/SOXX\">iShares Semiconductor ETF</a>. However, in spite of a deafening chorus lamenting the onset of a cyclical downturn in the chip industry, this ETF has rallied sharply off highs. The reason? Though consumer spending is hitting the skids, enterprise spending on chips for the cloud, data centers, artificial intelligence (AI), and the like is still going strong.</p><p>Three Fool.com contributors think chip stocks are a buy right now for the long haul. Here's why Nvidia, Micron Technology, and <a href=\"https://laohu8.com/S/KLIC\">Kulicke and Soffa Industries </a> top their buy lists right now.</p><h2>Familiar territory for Nvidia shareholders</h2><p><b>Nicholas Rossolillo (Nvidia): </b>For longtime owners of Nvidia, this week's announcement by CEO Jensen Huang and company feels like 2018 redux. The chip industry overall is slowing after a run of strong growth. There are demand issues in China. The cryptocurrency market (parts of which use GPUs like what Nvidia designs to "mine" crypto) has just taken a brutal beating. And Nvidia is preparing to announce a new generation of gaming GPUs later this autumn (which means some gamers might be delaying purchases until the new hardware comes out). As a result, Nvidia said its preliminary gaming segment sales declined 33% year over year in Q2 fiscal 2023.</p><p>The high-end video gaming graphics company has always been pretty cyclical. Nvidia releases new GPUs that can handle more powerful video games, gamers upgrade laptops and PCs, sales boom then ebb, Nvidia announces another GPU refresh, and the cycle repeats. While the 2022 downturn has its unique challenges, this is familiar territory for longtime shareholders.</p><p><img src=\"https://static.tigerbbs.com/0282299b60e0c304031ea42a40d5ba24\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><p>One key difference this time, though, is that Nvidia is now a diversified business. In fact, based on its preliminary Q2 numbers, Nvidia's data center business (where it's powering AI and other high-performance computing for enterprises) grew 61% year over year. With sales of $3.81 billion, data centers are now Nvidia's largest segment at an implied 57% of total revenue.</p><p>At some point, the data center end-market will also go through a slowdown or cyclical downturn. But Nvidia now has lots of irons in the fire (a cloud software licensing business, automotive and industrial equipment chips, new gaming chips). When Nvidia and the chip industry hit these bumps in the road, I start buying through the downturn while awaiting the next cycle higher. At this juncture, I see no reason to treat this top semiconductor stock any differently from times past.</p><h2><b>This advanced packaging leader is incredibly cheap </b></h2><p><b>Billy Duberstein (Kulicke and Soffa)</b>: One way to play the chip sector is semiconductor equipment stocks, the "picks and shovels" to the industry. When people think of semi-cap equipment, they usually turn to front-end equipment-makers, which print massive numbers of tiny transistors onto silicon chips. However, investors shouldn't overlook advanced packaging companies.</p><p>That's because front-end scaling is now bumping up against the laws of physics. In response, the chip industry is applying more advanced packaging techniques to continue generating more power with less energy. By bringing chips, memory, and accelerators closer together and connecting them more efficiently within devices, packaging can continue improving total system performance.</p><p>Many leading chipmakers have even begun designing "chiplets," or smaller semiconductor units that perform specific functions, which can be rearranged with other chiplets to make customized "super-chips."</p><p>Kulicke and Soffa stands to benefit handsomely from this trend, as a leader in traditional wire bonding, and in more modern advanced packaging techniques for general semiconductors, automobiles, and advanced displays.</p><p>K&S' workhorse product is the wire bonder, a legacy bonding product for which it has more than 60% market share, according to VLSI Research. However, since CEO Fusen Chen took over the top job in 2016, K&S has done an excellent job of developing new products in advanced packaging, such as thermocompression bonding, and a new product line in mini/microLED assembly, both through internal R&D and tuck-in acquisitions.</p><p>On the recent conference call, Chen noted its newer advanced packaging technology products were tracking 35% ahead of expectations given at the company's Investor Day one year ago.</p><p>The advanced display segment also offers lots of potential. MiniLED is a cutting-edge display technology, offering deeper blacks and richer colors, and is replacing OLED in many products such as high-end TVs. <b>Apple</b> (AAPL) is beginning to incorporate miniLED into more of its products. The new Pro versions of MacBooks and iPads will feature miniLEDs.</p><p>K&S is a notoriously cyclical stock, and we are definitely entering a near-term downturn. Widespread pullbacks in industry expansions caused management to guide for a sequential 25% decline in revenues next quarter, and for earnings per share to fall more than 50%, from $1.99 last quarter to $0.93 in the upcoming quarter.</p><p>So why is the stock a buy? Because it's really cheap! K&S now trades in the mid-$40 range, and also has a strong net cash position of about $12.50 per share. Even taking next quarter's earnings per share as a baseline, that would equate to $3.60 per share in a downturn. If that marks a cycle's bottom, that means the stock trades at less than 10 times trough earnings, stripping out its excess cash. Meanwhile, over the past 12-month "boom," K&S earned $8.06 per share.</p><p>Even if near-term revenue and earnings fall lower, the growth in packaging intensity should allow for bigger highs and lows over time. Meanwhile, Chen noted that by 2024, many new advanced packaging and miniLED products just being qualified today will be hitting the markets. I'd suspect K&S will still be profitable through a downcycle, and eventually make higher highs than even the 2021 "boom year" at some point. Then today's stock price will look like even more of a bargain.</p><h2>Temporary sales slowdown, temporary stock discounts, audacious long-term plans</h2><p><b>Anders Bylund (Micron Technology):</b> Memory chip specialist Micron Technology almost always seems to be on fire sale. The stock rarely trades above 10 times trailing earnings, apart from a two-year surge above that line in 2020 and 2021.</p><p>2022's inflation concerns ended that hot streak, pushing Micron's price-to-earnings ratio below 7 again. The latest twist in that chart was a 3.5% haircut on Tuesday, inspired by Micron's lowered fourth-quarter guidance. Customer demand for memory chips has cooled due to supply chain challenges and macroeconomic issues. Many companies that build devices containing digital memory chips are digging into their warehouse inventories rather than ordering new stock at the moment.</p><p>Micron is managing its expected near-term revenue slowdown by holding back on chip-making equipment installations over the next couple of quarters. However, I think it's a mistake to focus too much on this temporary issue, which undoubtedly will leave Micron with an explosive amount of pent-up demand and another sharp revenue spike in 2023 or 2024.</p><p>On the same day as that chilling guidance cut, Micron also committed to investing $40 billion in U.S. memory-chip manufacturing facilities before 2030. This plan is supported by the freshly signed Chips and Science Act, a government bill that includes $52 billion of funding for U.S. chip designers and semiconductor manufacturers.</p><p>So Micron will more than double its chip-making assets over the next seven years, creating roughly 40,000 jobs for Americans and a massive source of memory chip supplies. Today, most memory chips are made in Taiwan, China, or Japan. In light of the economywide supply chain problems that started with semiconductor shortages in Asia, Micron's domestic investment might be considered a matter of national security.</p><p>You can invest in Micron's sensible and patriotic long-term plans for the bargain-bin price of just seven times the company's trailing earnings. I'm not concerned about the short-term revenue downturn, because Micron has a robust balance sheet and fantastic long-term plans.</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 Semiconductor Stocks to Buy Now, Including Nvidia</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 Semiconductor Stocks to Buy Now, Including Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 14:22 GMT+8 <a href=https://www.fool.com/investing/2022/08/14/3-semiconductor-stocks-to-buy-now-including-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week, a number of high-profile semiconductor companies confirmed that consumer electronics spending is hitting a rough patch. Nvidia said that PC and laptop demand is hurting its video game ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/14/3-semiconductor-stocks-to-buy-now-including-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","KLIC":"库力索法半导体","MU":"美光科技"},"source_url":"https://www.fool.com/investing/2022/08/14/3-semiconductor-stocks-to-buy-now-including-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259301500","content_text":"This week, a number of high-profile semiconductor companies confirmed that consumer electronics spending is hitting a rough patch. Nvidia said that PC and laptop demand is hurting its video game segment, and Micron Technology said PC and smartphone sales are going to be sharply lower in the second half of 2022 as device manufacturers work through built-up inventory of some components.The market already knew trouble was brewing. Semiconductor stocks have declined 25% so far in 2022, as measured by the iShares Semiconductor ETF. However, in spite of a deafening chorus lamenting the onset of a cyclical downturn in the chip industry, this ETF has rallied sharply off highs. The reason? Though consumer spending is hitting the skids, enterprise spending on chips for the cloud, data centers, artificial intelligence (AI), and the like is still going strong.Three Fool.com contributors think chip stocks are a buy right now for the long haul. Here's why Nvidia, Micron Technology, and Kulicke and Soffa Industries top their buy lists right now.Familiar territory for Nvidia shareholdersNicholas Rossolillo (Nvidia): For longtime owners of Nvidia, this week's announcement by CEO Jensen Huang and company feels like 2018 redux. The chip industry overall is slowing after a run of strong growth. There are demand issues in China. The cryptocurrency market (parts of which use GPUs like what Nvidia designs to \"mine\" crypto) has just taken a brutal beating. And Nvidia is preparing to announce a new generation of gaming GPUs later this autumn (which means some gamers might be delaying purchases until the new hardware comes out). As a result, Nvidia said its preliminary gaming segment sales declined 33% year over year in Q2 fiscal 2023.The high-end video gaming graphics company has always been pretty cyclical. Nvidia releases new GPUs that can handle more powerful video games, gamers upgrade laptops and PCs, sales boom then ebb, Nvidia announces another GPU refresh, and the cycle repeats. While the 2022 downturn has its unique challenges, this is familiar territory for longtime shareholders.Data by YCharts.One key difference this time, though, is that Nvidia is now a diversified business. In fact, based on its preliminary Q2 numbers, Nvidia's data center business (where it's powering AI and other high-performance computing for enterprises) grew 61% year over year. With sales of $3.81 billion, data centers are now Nvidia's largest segment at an implied 57% of total revenue.At some point, the data center end-market will also go through a slowdown or cyclical downturn. But Nvidia now has lots of irons in the fire (a cloud software licensing business, automotive and industrial equipment chips, new gaming chips). When Nvidia and the chip industry hit these bumps in the road, I start buying through the downturn while awaiting the next cycle higher. At this juncture, I see no reason to treat this top semiconductor stock any differently from times past.This advanced packaging leader is incredibly cheap Billy Duberstein (Kulicke and Soffa): One way to play the chip sector is semiconductor equipment stocks, the \"picks and shovels\" to the industry. When people think of semi-cap equipment, they usually turn to front-end equipment-makers, which print massive numbers of tiny transistors onto silicon chips. However, investors shouldn't overlook advanced packaging companies.That's because front-end scaling is now bumping up against the laws of physics. In response, the chip industry is applying more advanced packaging techniques to continue generating more power with less energy. By bringing chips, memory, and accelerators closer together and connecting them more efficiently within devices, packaging can continue improving total system performance.Many leading chipmakers have even begun designing \"chiplets,\" or smaller semiconductor units that perform specific functions, which can be rearranged with other chiplets to make customized \"super-chips.\"Kulicke and Soffa stands to benefit handsomely from this trend, as a leader in traditional wire bonding, and in more modern advanced packaging techniques for general semiconductors, automobiles, and advanced displays.K&S' workhorse product is the wire bonder, a legacy bonding product for which it has more than 60% market share, according to VLSI Research. However, since CEO Fusen Chen took over the top job in 2016, K&S has done an excellent job of developing new products in advanced packaging, such as thermocompression bonding, and a new product line in mini/microLED assembly, both through internal R&D and tuck-in acquisitions.On the recent conference call, Chen noted its newer advanced packaging technology products were tracking 35% ahead of expectations given at the company's Investor Day one year ago.The advanced display segment also offers lots of potential. MiniLED is a cutting-edge display technology, offering deeper blacks and richer colors, and is replacing OLED in many products such as high-end TVs. Apple (AAPL) is beginning to incorporate miniLED into more of its products. The new Pro versions of MacBooks and iPads will feature miniLEDs.K&S is a notoriously cyclical stock, and we are definitely entering a near-term downturn. Widespread pullbacks in industry expansions caused management to guide for a sequential 25% decline in revenues next quarter, and for earnings per share to fall more than 50%, from $1.99 last quarter to $0.93 in the upcoming quarter.So why is the stock a buy? Because it's really cheap! K&S now trades in the mid-$40 range, and also has a strong net cash position of about $12.50 per share. Even taking next quarter's earnings per share as a baseline, that would equate to $3.60 per share in a downturn. If that marks a cycle's bottom, that means the stock trades at less than 10 times trough earnings, stripping out its excess cash. Meanwhile, over the past 12-month \"boom,\" K&S earned $8.06 per share.Even if near-term revenue and earnings fall lower, the growth in packaging intensity should allow for bigger highs and lows over time. Meanwhile, Chen noted that by 2024, many new advanced packaging and miniLED products just being qualified today will be hitting the markets. I'd suspect K&S will still be profitable through a downcycle, and eventually make higher highs than even the 2021 \"boom year\" at some point. Then today's stock price will look like even more of a bargain.Temporary sales slowdown, temporary stock discounts, audacious long-term plansAnders Bylund (Micron Technology): Memory chip specialist Micron Technology almost always seems to be on fire sale. The stock rarely trades above 10 times trailing earnings, apart from a two-year surge above that line in 2020 and 2021.2022's inflation concerns ended that hot streak, pushing Micron's price-to-earnings ratio below 7 again. The latest twist in that chart was a 3.5% haircut on Tuesday, inspired by Micron's lowered fourth-quarter guidance. Customer demand for memory chips has cooled due to supply chain challenges and macroeconomic issues. Many companies that build devices containing digital memory chips are digging into their warehouse inventories rather than ordering new stock at the moment.Micron is managing its expected near-term revenue slowdown by holding back on chip-making equipment installations over the next couple of quarters. However, I think it's a mistake to focus too much on this temporary issue, which undoubtedly will leave Micron with an explosive amount of pent-up demand and another sharp revenue spike in 2023 or 2024.On the same day as that chilling guidance cut, Micron also committed to investing $40 billion in U.S. memory-chip manufacturing facilities before 2030. This plan is supported by the freshly signed Chips and Science Act, a government bill that includes $52 billion of funding for U.S. chip designers and semiconductor manufacturers.So Micron will more than double its chip-making assets over the next seven years, creating roughly 40,000 jobs for Americans and a massive source of memory chip supplies. Today, most memory chips are made in Taiwan, China, or Japan. In light of the economywide supply chain problems that started with semiconductor shortages in Asia, Micron's domestic investment might be considered a matter of national security.You can invest in Micron's sensible and patriotic long-term plans for the bargain-bin price of just seven times the company's trailing earnings. I'm not concerned about the short-term revenue downturn, because Micron has a robust balance sheet and fantastic long-term plans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998498895,"gmtCreate":1661044923119,"gmtModify":1676536443000,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like it please","listText":"Like it please","text":"Like it please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998498895","repostId":"1114352125","repostType":2,"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907405189,"gmtCreate":1660227471343,"gmtModify":1703494372792,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907405189","repostId":"1188945871","repostType":4,"repost":{"id":"1188945871","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":1660226181,"share":"https://ttm.financial/m/news/1188945871?lang=&edition=fundamental","pubTime":"2022-08-11 21:56","market":"us","language":"en","title":"Metaverse Stocks Rebounded in Morning Trading, With Roblox Jumping Nearly 8% and Sea Rising Over 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188945871","media":"Tiger Newspress","summary":"Metaverse stocks rebounded in morning trading, with Roblox jumping nearly 8% and Sea rising over 6%.","content":"<html><head></head><body><p>Metaverse stocks rebounded in morning trading, with Roblox jumping nearly 8% and Sea rising over 6%.<img src=\"https://static.tigerbbs.com/b006e673554990ab6d33aff49197b651\" tg-width=\"269\" tg-height=\"217\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Metaverse Stocks Rebounded in Morning Trading, With Roblox Jumping Nearly 8% and Sea Rising Over 6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMetaverse Stocks Rebounded in Morning Trading, With Roblox Jumping Nearly 8% and Sea Rising Over 6%\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\">2022-08-11 21:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Metaverse stocks rebounded in morning trading, with Roblox jumping nearly 8% and Sea rising over 6%.<img src=\"https://static.tigerbbs.com/b006e673554990ab6d33aff49197b651\" tg-width=\"269\" tg-height=\"217\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","RBLX":"Roblox Corporation"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188945871","content_text":"Metaverse stocks rebounded in morning trading, with Roblox jumping nearly 8% and Sea rising over 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096274475,"gmtCreate":1644413421720,"gmtModify":1676533922746,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096274475","repostId":"1121992838","repostType":2,"repost":{"id":"1121992838","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":1644407341,"share":"https://ttm.financial/m/news/1121992838?lang=&edition=fundamental","pubTime":"2022-02-09 19:49","market":"us","language":"en","title":"GlobalFoundries Shares Jumped over 4% Premarket on Bullish Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1121992838","media":"Tiger Newspress","summary":"GlobalFoundries Shares Jumped over 4% in Premarket Trading after Giving Bullish Outlook on Strong Ch","content":"<html><head></head><body><p>GlobalFoundries Shares Jumped over 4% in Premarket Trading after Giving Bullish Outlook on Strong Chip Demand.</p><p><img src=\"https://static.tigerbbs.com/f9ee94ea1d7ed0fdc74aecf085a283f7\" tg-width=\"869\" tg-height=\"633\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/GFS\">GlobalFoundries Inc.</a>, the biggest U.S.-based provider of outsourced semiconductor manufacturing, gave a bullish forecast for the current quarter, indicating the rush to get chips continues amid industrywide shortages.</p><p>Fourth-quarter revenue rose 74% to $1.85 billion. Profit was 18 cents a share, excluding certain items. Analysts, on average, projected $1.81 billion and 9 cents.</p><p>Sales will be $1.88 billion to $1.92 billion in the period ending in March, the Malta, New York-based company said in a statement. Profit, excluding certain items, will be 21 to 27 cents a share. Those predictions compare with analysts’ average estimates of $1.84 billion and 14 cents a share.</p><p>Chief Executive Officer Tom Caulfield and his counterparts at other chipmakers are trying to convert the demand spike into long-term commitments from customers with the aim of stabilizing their growth and profitability. They also hope to increase capacity by using proposed government incentives to build facilities in the U.S. and Europe.</p><p></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>GlobalFoundries Shares Jumped over 4% Premarket on Bullish Outlook </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobalFoundries Shares Jumped over 4% Premarket on Bullish Outlook \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\">2022-02-09 19:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>GlobalFoundries Shares Jumped over 4% in Premarket Trading after Giving Bullish Outlook on Strong Chip Demand.</p><p><img src=\"https://static.tigerbbs.com/f9ee94ea1d7ed0fdc74aecf085a283f7\" tg-width=\"869\" tg-height=\"633\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/GFS\">GlobalFoundries Inc.</a>, the biggest U.S.-based provider of outsourced semiconductor manufacturing, gave a bullish forecast for the current quarter, indicating the rush to get chips continues amid industrywide shortages.</p><p>Fourth-quarter revenue rose 74% to $1.85 billion. Profit was 18 cents a share, excluding certain items. Analysts, on average, projected $1.81 billion and 9 cents.</p><p>Sales will be $1.88 billion to $1.92 billion in the period ending in March, the Malta, New York-based company said in a statement. Profit, excluding certain items, will be 21 to 27 cents a share. Those predictions compare with analysts’ average estimates of $1.84 billion and 14 cents a share.</p><p>Chief Executive Officer Tom Caulfield and his counterparts at other chipmakers are trying to convert the demand spike into long-term commitments from customers with the aim of stabilizing their growth and profitability. They also hope to increase capacity by using proposed government incentives to build facilities in the U.S. and Europe.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121992838","content_text":"GlobalFoundries Shares Jumped over 4% in Premarket Trading after Giving Bullish Outlook on Strong Chip Demand.GlobalFoundries Inc., the biggest U.S.-based provider of outsourced semiconductor manufacturing, gave a bullish forecast for the current quarter, indicating the rush to get chips continues amid industrywide shortages.Fourth-quarter revenue rose 74% to $1.85 billion. Profit was 18 cents a share, excluding certain items. Analysts, on average, projected $1.81 billion and 9 cents.Sales will be $1.88 billion to $1.92 billion in the period ending in March, the Malta, New York-based company said in a statement. Profit, excluding certain items, will be 21 to 27 cents a share. Those predictions compare with analysts’ average estimates of $1.84 billion and 14 cents a share.Chief Executive Officer Tom Caulfield and his counterparts at other chipmakers are trying to convert the demand spike into long-term commitments from customers with the aim of stabilizing their growth and profitability. They also hope to increase capacity by using proposed government incentives to build facilities in the U.S. and Europe.","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096169380,"gmtCreate":1644331590980,"gmtModify":1676533913478,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Let go","listText":"Let go","text":"Let go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096169380","repostId":"1156088546","repostType":2,"repost":{"id":"1156088546","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":1644331153,"share":"https://ttm.financial/m/news/1156088546?lang=&edition=fundamental","pubTime":"2022-02-08 22:39","market":"us","language":"en","title":"Hot Chinese ADRs Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1156088546","media":"Tiger Newspress","summary":"Alibaba, JD.com, PDD, DiDi, Baidu, Tencent Music, Bilibili climbed from 1% to 4%.","content":"<html><head></head><body><p>Alibaba, JD.com, PDD, DiDi, Baidu, Tencent Music, Bilibili climbed from 1% to 4%.<img src=\"https://static.tigerbbs.com/d5050f36360549235f3727fff2504450\" tg-width=\"379\" tg-height=\"712\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Gained in Morning Trading</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\">\nHot Chinese ADRs Gained in Morning Trading\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\">2022-02-08 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba, JD.com, PDD, DiDi, Baidu, Tencent Music, Bilibili climbed from 1% to 4%.<img src=\"https://static.tigerbbs.com/d5050f36360549235f3727fff2504450\" tg-width=\"379\" tg-height=\"712\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","PDD":"拼多多","JD":"京东"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156088546","content_text":"Alibaba, JD.com, PDD, DiDi, Baidu, Tencent Music, Bilibili climbed from 1% to 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998286262,"gmtCreate":1661005871059,"gmtModify":1676536437957,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like it!","listText":"Like it!","text":"Like it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998286262","repostId":"2260126340","repostType":2,"repost":{"id":"2260126340","pubTimestamp":1660962485,"share":"https://ttm.financial/m/news/2260126340?lang=&edition=fundamental","pubTime":"2022-08-20 10:28","market":"us","language":"en","title":"3 Layoff Stocks That You Might Not Want to Lay Off From Buying Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2260126340","media":"Motley Fool","summary":"A lot of surprising companies are paring back their payrolls lately. Some of them should bounce back soon.","content":"<html><head></head><body><p>There have been a lot of surprising companies paring back their payrolls this year. Market darlings that seemed to have clear runways for years of growth have announced layoffs. Rightsizing your workforce is never a good look. It does quite the number on corporate morale, too. However, it doesn't mean that you should "lay off" the stocks.</p><p><b>Shopify</b>,<b> Wayfair</b>, and <b>Netflix</b> have all stunned the market by announcing plans to eliminate personnel. It doesn't mean that the stocks are toast. Shopify, Wayfair, and Netflix are leaders in their respective niches. Let's see why they could be potential buy candidates here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92cb68d5dd36548b06d82d526552a624\" tg-width=\"700\" tg-height=\"465\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Shopify</h2><p>There was a time when the shares of companies announcing layoffs would move higher, as the market would be relieved to see the top brass take action to get costs under control. Things didn't play out that way when Shopify announced that it would be cutting 10% of its staff late last month, as the stock took a 14% hit that day alone.</p><p>Shopify has proven mortal. The stock is now trading 80% below the all-time high it hit just nine months ago. The company's initial pandemic projections that years of heady growth were coming had it invest aggressively in building out its offerings. The deceleration has been rough. Revenue rose a mere 16% in its latest report, well short of analyst expectations. Gross merchandise volume rose a mere 11%.</p><p>Business has slowed, and that makes the stock's valuation -- despite trading for just a fifth of its November peak -- a sticking point with some value-minded investors. But Shopify has carved out a lucrative niche in the realm of online commerce. It's empowering merchants, and that's a long-term approach to success.</p><h2>2. Wayfair</h2><p>The latest one-time highflier to pull on the recliner handle is Wayfair. The online furniture retailer revealed in a regulatory filing on Friday morning that it's reducing its workforce by 870 employees. It had announced plans to realign investment priorities and manage its operating expense earlier, but now it's real. The layoffs cover 5% of its global workforce and 10% of its corporate team.</p><p>Wayfair became one of the market's biggest winners during the early stages of the pandemic, as local showrooms weren't open and folks wanted to hunker down at home with refreshed furnishings. Revenue growth would spike from 35% in 2019 to 55% in 2020, only to post negative revenue growth last year. The company has now rattled off five consecutive quarters of double-digit-percentage declines on the top line.</p><p>It's not as devastating as it might seem. Revenue did clock in 15% lower in its latest quarter than it did a year earlier, and 24% below where it was two years ago when the country's initial shutdown sent folks scrambling for e-commerce solutions. However, Wayfair's sales are still 40% higher than they were three years ago.</p><p>The slowdown is natural after all of the binge buying of home essentials through early 2021, but when we need new furniture, it's a safe bet that Wayfair will be a top consideration. Adjusting its workforce will help tackle its lack of profitability.</p><h2>3. Netflix</h2><p>It's not just the master chefs on some of the cooking shows you see on Netflix doing a lot of cutting these days. Netflix has had at least two rounds of small layoffs in May and June, shortly after stunning investors by reporting a sequential decline in global paid subscribers for the first quarter.</p><p>The climate is kinder now. It lost less than half as many subscribers as it initially forecast for the second quarter, and Netflix is projecting a return to sequential subscriber growth for the current quarter. Netflix is also working on new initiatives that include gaming, theatrical releases for high-profile flicks, and rolling out a more economical ad-supported tier. With more than 220 million paid accounts worldwide -- and now growing -- it's easy to believe that the worst is over for the top dog of streaming-service stocks.</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 Layoff Stocks That You Might Not Want to Lay Off From Buying Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Layoff Stocks That You Might Not Want to Lay Off From Buying Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 10:28 GMT+8 <a href=https://www.fool.com/investing/2022/08/19/3-layoff-stocks-that-you-might-not-want-to-lay-off/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There have been a lot of surprising companies paring back their payrolls this year. Market darlings that seemed to have clear runways for years of growth have announced layoffs. Rightsizing your ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/19/3-layoff-stocks-that-you-might-not-want-to-lay-off/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"W":"Wayfair","SHOP":"Shopify Inc","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/08/19/3-layoff-stocks-that-you-might-not-want-to-lay-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260126340","content_text":"There have been a lot of surprising companies paring back their payrolls this year. Market darlings that seemed to have clear runways for years of growth have announced layoffs. Rightsizing your workforce is never a good look. It does quite the number on corporate morale, too. However, it doesn't mean that you should \"lay off\" the stocks.Shopify, Wayfair, and Netflix have all stunned the market by announcing plans to eliminate personnel. It doesn't mean that the stocks are toast. Shopify, Wayfair, and Netflix are leaders in their respective niches. Let's see why they could be potential buy candidates here.Image source: Getty Images.1. ShopifyThere was a time when the shares of companies announcing layoffs would move higher, as the market would be relieved to see the top brass take action to get costs under control. Things didn't play out that way when Shopify announced that it would be cutting 10% of its staff late last month, as the stock took a 14% hit that day alone.Shopify has proven mortal. The stock is now trading 80% below the all-time high it hit just nine months ago. The company's initial pandemic projections that years of heady growth were coming had it invest aggressively in building out its offerings. The deceleration has been rough. Revenue rose a mere 16% in its latest report, well short of analyst expectations. Gross merchandise volume rose a mere 11%.Business has slowed, and that makes the stock's valuation -- despite trading for just a fifth of its November peak -- a sticking point with some value-minded investors. But Shopify has carved out a lucrative niche in the realm of online commerce. It's empowering merchants, and that's a long-term approach to success.2. WayfairThe latest one-time highflier to pull on the recliner handle is Wayfair. The online furniture retailer revealed in a regulatory filing on Friday morning that it's reducing its workforce by 870 employees. It had announced plans to realign investment priorities and manage its operating expense earlier, but now it's real. The layoffs cover 5% of its global workforce and 10% of its corporate team.Wayfair became one of the market's biggest winners during the early stages of the pandemic, as local showrooms weren't open and folks wanted to hunker down at home with refreshed furnishings. Revenue growth would spike from 35% in 2019 to 55% in 2020, only to post negative revenue growth last year. The company has now rattled off five consecutive quarters of double-digit-percentage declines on the top line.It's not as devastating as it might seem. Revenue did clock in 15% lower in its latest quarter than it did a year earlier, and 24% below where it was two years ago when the country's initial shutdown sent folks scrambling for e-commerce solutions. However, Wayfair's sales are still 40% higher than they were three years ago.The slowdown is natural after all of the binge buying of home essentials through early 2021, but when we need new furniture, it's a safe bet that Wayfair will be a top consideration. Adjusting its workforce will help tackle its lack of profitability.3. NetflixIt's not just the master chefs on some of the cooking shows you see on Netflix doing a lot of cutting these days. Netflix has had at least two rounds of small layoffs in May and June, shortly after stunning investors by reporting a sequential decline in global paid subscribers for the first quarter.The climate is kinder now. It lost less than half as many subscribers as it initially forecast for the second quarter, and Netflix is projecting a return to sequential subscriber growth for the current quarter. Netflix is also working on new initiatives that include gaming, theatrical releases for high-profile flicks, and rolling out a more economical ad-supported tier. With more than 220 million paid accounts worldwide -- and now growing -- it's easy to believe that the worst is over for the top dog of streaming-service stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907745687,"gmtCreate":1660261340151,"gmtModify":1676532327060,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like it please","listText":"Like it please","text":"Like it please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907745687","repostId":"1138137980","repostType":4,"repost":{"id":"1138137980","pubTimestamp":1660228622,"share":"https://ttm.financial/m/news/1138137980?lang=&edition=fundamental","pubTime":"2022-08-11 22:37","market":"us","language":"en","title":"Semiconductor Earnings Season Shows Strong Buys, Sells","url":"https://stock-news.laohu8.com/highlight/detail?id=1138137980","media":"Seeking Alpha","summary":"SummaryTSM and AMD strong earnings and guidance.INTC and NVDA had disastrous earnings.There are 3 ma","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>TSM and AMD strong earnings and guidance.</li><li>INTC and NVDA had disastrous earnings.</li><li>There are 3 main factors (COVID, crypto, competition) driving the semiconductor industry.</li><li>Stock valuations are absurd for several firms.</li></ul><p><b>The semiconductor earnings season has been eventful. So far we have seen these key data points:</b></p><ul><li>Micron (MU) reported solid earnings but weak guidance, and then further reduced full-year guidance a month later</li><li>Taiwan Semiconductor Manufacturing Company (TSM) reported strong earnings, and guided for solid growth, while acknowledging that their customers were facing reduced demand in some product segments but still clamoring for more supply in others</li><li>Intel (INTC) reported a disastrous quarter (a very rare net loss!) and terrible guidance for the rest of the year</li><li>AMD (AMD) reported a solid quarter, with strong growth, and maintained strong guidance for the rest of the year, while acknowledging that the industry was facing reduced demand in client and gaming but strong demand in the datacenter</li><li>Nvidia (NVDA) pre-announced a horrendous quarter, with “gaming” revenue down 44% sequentially</li></ul><p>Why are some companies showing strength and others falling off a cliff? There are multiple factors at play.</p><p><b>The first is easing of supply chain constraints and reduction of COVID-induced demand.</b></p><p>During the first couple years of the COVID era there was a lot of demand for computers for employees and students to use while working and being educated at home. There was also increased demand for at home entertainment. This resulted in increased sales of PCs (especially low-end laptops like Chromebooks), and gaming equipment (especially gaming consoles and graphics cards). Many data points indicate that these demand spikes have been met and with more people returning to in-person activities, it is not surprising that demand for these pandemic-related items would take a step down.</p><p><i>The net result is a decrease in demand for certain semiconductor products.</i></p><p><b>The second is the bursting of the GPU-powered cryptocurrency mining bubble.</b></p><p>As illustrated in my recent article, GPU-based cryptocurrency mining (primarily Ethereum) has consumed an enormous amount of computing resources over the past two years. The increase in Ethereum hash rate represents the millions of GPUs (primarily from Nvidia) that were purchased to use for crypto mining, along with systems to put the GPUs in, and memory to go into the systems. With Ethereum ending GPU-based mining permanently in the next few months, that is an enormous source of demand that is going away and not coming back. People thinking Nvidia’s earnings collapse is a cyclical dip are fooling themselves.</p><p><img src=\"https://static.tigerbbs.com/b96cfac3a90268022c80c34292c38b95\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BitInfoCharts</p><p>(image source)</p><p><i>The net result is a dramatic decrease in demand for NVDA and AMD GPUs.</i></p><p><b>The third is a shift in market share from Intel and Nvidia to TSM and AMD.</b></p><p>Without going too far into the weeds, TSM has the world’s most advanced semiconductor manufacturing technology, so its customers (like AMD) have a significant competitive edge in product performance. Nvidia has started to shift its products more towards TSM’s foundries to better compete with AMD’s rapidly advancing GPU offerings. And as AMD takes more and more market share from Intel, it has in turn increased demand for TSM capacity.</p><p>The net result of these shifts is strong demand for AMD and TSM offerings at the expense of Intel and Nvidia.</p><p><b>Key Takeaways:</b></p><p><b>TSM is a strong buy</b> as it continues to consolidate market share and has long term hard contractual commitments (including multibillion dollar prepayments) from its customers. TSM is shielded from much of the current market conditions we have observed. With TSM in a global monopoly position, growing earnings at something around 50% per year, the stock is stupidly cheap at approximately 13x 2022 earnings.</p><p><b>AMD is a strong buy</b> as it continues to gain market share in high margin products and can continue to grow earnings despite the demand dip in the industry. The stock is also stupidly cheap at a mid- or upper-teens multiple of likely 2022 earnings given something around 50% per year earnings growth.</p><p><b>MU is a buy</b> as the valuation is quite low relative to its prospects and the nature of the demand downturn.</p><p><b>INTC is a sell</b> as its business (and profits) continues to flow to AMD (and TSM). The dividend is a risk. Intel needs a miracle (and a number of years) to turn itself around into an investable business.</p><p><b>NVDA is a strong sell</b> as its valuation remains egregiously high at 47x TTM earnings despite earnings falling off a cliff now as the crypto mining demand ends.</p><p><b>Pair Trade Idea</b></p><p>AMD has fallen about 7% in the two days since Nvidia’s pre-announcement of disastrous earnings. Perhaps traders assume that NVDA’s GPU sales falling off a cliff is bad news for AMD. But the problem with this assumption is that AMD just announced their Q2 earnings *seven days ago*. At the time AMD gave an update on their GPU sales and guided for Q3. It is extremely unlikely that the entire GPU market suddenly cratered in the handful of days since AMD reported and guided.</p><p>Instead, what we are seeing is a result of cryptocurrency mining demand for GPUs falling off a cliff. Nvidia shrewdly capitalized on this temporary source of demand and sold many millions of GPUs - and at enormously inflated prices - to crypto miners (primarily for mining Ethereum). AMD also benefitted somewhat from increased GPU demand, but since AMD is a diversified business with several business lines besides discrete GPUs, it was not as reliant on GPU sales. All of AMD’s business lines have been supply constrained for a couple years, so AMD dedicated their production capacity primarily to other products and left the crypto-fueled GPU demand largely to Nvidia.</p><p>On the Q2 earnings call, AMD’s CEO Lisa Su indicated that they saw declining GPU sales, and that the declines would continue in Q3. AMD was well aware of the GPU marketplace demand situation when it delivered solid guidance for Q3.</p><p>AMD continues to be enormously undervalued relative to NVDA, despite AMD’s strong fundamentals and Nvidia’s shaky earnings future.</p><p>I suspect a lot of pain is ahead for Nvidia. The company’s revenues are almost entirely from GPU sales, and a huge portion of those sales are likely going away permanently as crypto mining demand falls off a cliff. A significant earnings drop is likely. NVDA is currently trading at 47x TTM earnings. If the stock price doesn’t fall significantly, the earnings multiple could easily approach triple digits in the coming quarters.</p><p>In contrast, AMD is showing continued strength, especially from the data center.</p><p><b>Q2 comparison</b></p><p><img src=\"https://static.tigerbbs.com/3d2a7cf7e7f40fa2069cab2c4d52e370\" tg-width=\"563\" tg-height=\"238\" width=\"100%\" height=\"auto\"/></p><p>Both firms are now similar in size. AMD continues to grow at a fast rate, especially in the lucrative datacenter. AMD’s growing margins surpassed Nvidia’s newly cratered margins. And yet Nvidia’s valuation is almost 3x the size of AMD’s. I suspect this imbalance will be corrected over time as AMD continues to perform and Nvidia’s true underlying fundamentals become clear. In a reasonable market, AMD’s market cap should soon exceed Nvidia’s.</p><p>As AMD continues to grow market share, especially in the high-margin datacenter, earnings should grow quickly. I suspect we will see AMD earning at a $10+ per share rate sometime next year. The stock is trading at less than 10x that figure.</p><p>Nvidia is a great company, but the stock is wildly overpriced, especially given the deteriorating fundamentals. AMD is a great company with increasingly strong fundamentals and a lot of room to continue to take market share from Intel and Nvidia with very competitive products (and strong products in the pipeline). Why anyone would pay almost 3 times as much for Nvidia is beyond me.</p><p>Investors can consider a pair trade of long AMD and short NVDA. This trade would seek to capture the upside for AMD as its valuation moves up to a reasonable valuation reflecting its growing earnings power. The trade would also capture the downside for NVDA as the market realizes the hypergrowth narrative is broken and the multiple adjusts far downwards to appropriately reflect a company with declining earnings. The pair trade would attempt to hedge out macroeconomic fluctuations in the broader indexes and strength/weakness in the semiconductor industry.</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>Semiconductor Earnings Season Shows Strong Buys, Sells</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\">\nSemiconductor Earnings Season Shows Strong Buys, Sells\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 22:37 GMT+8 <a href=https://seekingalpha.com/article/4532697-semiconductor-earnings-season-shows-strong-buys-sells?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A27><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTSM and AMD strong earnings and guidance.INTC and NVDA had disastrous earnings.There are 3 main factors (COVID, crypto, competition) driving the semiconductor industry.Stock valuations are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532697-semiconductor-earnings-season-shows-strong-buys-sells?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A27\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","MU":"美光科技","TSM":"台积电","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4532697-semiconductor-earnings-season-shows-strong-buys-sells?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A27","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138137980","content_text":"SummaryTSM and AMD strong earnings and guidance.INTC and NVDA had disastrous earnings.There are 3 main factors (COVID, crypto, competition) driving the semiconductor industry.Stock valuations are absurd for several firms.The semiconductor earnings season has been eventful. So far we have seen these key data points:Micron (MU) reported solid earnings but weak guidance, and then further reduced full-year guidance a month laterTaiwan Semiconductor Manufacturing Company (TSM) reported strong earnings, and guided for solid growth, while acknowledging that their customers were facing reduced demand in some product segments but still clamoring for more supply in othersIntel (INTC) reported a disastrous quarter (a very rare net loss!) and terrible guidance for the rest of the yearAMD (AMD) reported a solid quarter, with strong growth, and maintained strong guidance for the rest of the year, while acknowledging that the industry was facing reduced demand in client and gaming but strong demand in the datacenterNvidia (NVDA) pre-announced a horrendous quarter, with “gaming” revenue down 44% sequentiallyWhy are some companies showing strength and others falling off a cliff? There are multiple factors at play.The first is easing of supply chain constraints and reduction of COVID-induced demand.During the first couple years of the COVID era there was a lot of demand for computers for employees and students to use while working and being educated at home. There was also increased demand for at home entertainment. This resulted in increased sales of PCs (especially low-end laptops like Chromebooks), and gaming equipment (especially gaming consoles and graphics cards). Many data points indicate that these demand spikes have been met and with more people returning to in-person activities, it is not surprising that demand for these pandemic-related items would take a step down.The net result is a decrease in demand for certain semiconductor products.The second is the bursting of the GPU-powered cryptocurrency mining bubble.As illustrated in my recent article, GPU-based cryptocurrency mining (primarily Ethereum) has consumed an enormous amount of computing resources over the past two years. The increase in Ethereum hash rate represents the millions of GPUs (primarily from Nvidia) that were purchased to use for crypto mining, along with systems to put the GPUs in, and memory to go into the systems. With Ethereum ending GPU-based mining permanently in the next few months, that is an enormous source of demand that is going away and not coming back. People thinking Nvidia’s earnings collapse is a cyclical dip are fooling themselves.BitInfoCharts(image source)The net result is a dramatic decrease in demand for NVDA and AMD GPUs.The third is a shift in market share from Intel and Nvidia to TSM and AMD.Without going too far into the weeds, TSM has the world’s most advanced semiconductor manufacturing technology, so its customers (like AMD) have a significant competitive edge in product performance. Nvidia has started to shift its products more towards TSM’s foundries to better compete with AMD’s rapidly advancing GPU offerings. And as AMD takes more and more market share from Intel, it has in turn increased demand for TSM capacity.The net result of these shifts is strong demand for AMD and TSM offerings at the expense of Intel and Nvidia.Key Takeaways:TSM is a strong buy as it continues to consolidate market share and has long term hard contractual commitments (including multibillion dollar prepayments) from its customers. TSM is shielded from much of the current market conditions we have observed. With TSM in a global monopoly position, growing earnings at something around 50% per year, the stock is stupidly cheap at approximately 13x 2022 earnings.AMD is a strong buy as it continues to gain market share in high margin products and can continue to grow earnings despite the demand dip in the industry. The stock is also stupidly cheap at a mid- or upper-teens multiple of likely 2022 earnings given something around 50% per year earnings growth.MU is a buy as the valuation is quite low relative to its prospects and the nature of the demand downturn.INTC is a sell as its business (and profits) continues to flow to AMD (and TSM). The dividend is a risk. Intel needs a miracle (and a number of years) to turn itself around into an investable business.NVDA is a strong sell as its valuation remains egregiously high at 47x TTM earnings despite earnings falling off a cliff now as the crypto mining demand ends.Pair Trade IdeaAMD has fallen about 7% in the two days since Nvidia’s pre-announcement of disastrous earnings. Perhaps traders assume that NVDA’s GPU sales falling off a cliff is bad news for AMD. But the problem with this assumption is that AMD just announced their Q2 earnings *seven days ago*. At the time AMD gave an update on their GPU sales and guided for Q3. It is extremely unlikely that the entire GPU market suddenly cratered in the handful of days since AMD reported and guided.Instead, what we are seeing is a result of cryptocurrency mining demand for GPUs falling off a cliff. Nvidia shrewdly capitalized on this temporary source of demand and sold many millions of GPUs - and at enormously inflated prices - to crypto miners (primarily for mining Ethereum). AMD also benefitted somewhat from increased GPU demand, but since AMD is a diversified business with several business lines besides discrete GPUs, it was not as reliant on GPU sales. All of AMD’s business lines have been supply constrained for a couple years, so AMD dedicated their production capacity primarily to other products and left the crypto-fueled GPU demand largely to Nvidia.On the Q2 earnings call, AMD’s CEO Lisa Su indicated that they saw declining GPU sales, and that the declines would continue in Q3. AMD was well aware of the GPU marketplace demand situation when it delivered solid guidance for Q3.AMD continues to be enormously undervalued relative to NVDA, despite AMD’s strong fundamentals and Nvidia’s shaky earnings future.I suspect a lot of pain is ahead for Nvidia. The company’s revenues are almost entirely from GPU sales, and a huge portion of those sales are likely going away permanently as crypto mining demand falls off a cliff. A significant earnings drop is likely. NVDA is currently trading at 47x TTM earnings. If the stock price doesn’t fall significantly, the earnings multiple could easily approach triple digits in the coming quarters.In contrast, AMD is showing continued strength, especially from the data center.Q2 comparisonBoth firms are now similar in size. AMD continues to grow at a fast rate, especially in the lucrative datacenter. AMD’s growing margins surpassed Nvidia’s newly cratered margins. And yet Nvidia’s valuation is almost 3x the size of AMD’s. I suspect this imbalance will be corrected over time as AMD continues to perform and Nvidia’s true underlying fundamentals become clear. In a reasonable market, AMD’s market cap should soon exceed Nvidia’s.As AMD continues to grow market share, especially in the high-margin datacenter, earnings should grow quickly. I suspect we will see AMD earning at a $10+ per share rate sometime next year. The stock is trading at less than 10x that figure.Nvidia is a great company, but the stock is wildly overpriced, especially given the deteriorating fundamentals. AMD is a great company with increasingly strong fundamentals and a lot of room to continue to take market share from Intel and Nvidia with very competitive products (and strong products in the pipeline). Why anyone would pay almost 3 times as much for Nvidia is beyond me.Investors can consider a pair trade of long AMD and short NVDA. This trade would seek to capture the upside for AMD as its valuation moves up to a reasonable valuation reflecting its growing earnings power. The trade would also capture the downside for NVDA as the market realizes the hypergrowth narrative is broken and the multiple adjusts far downwards to appropriately reflect a company with declining earnings. The pair trade would attempt to hedge out macroeconomic fluctuations in the broader indexes and strength/weakness in the semiconductor industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907337868,"gmtCreate":1660140531557,"gmtModify":1703478325862,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907337868","repostId":"1143260192","repostType":4,"repost":{"id":"1143260192","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":1660138540,"share":"https://ttm.financial/m/news/1143260192?lang=&edition=fundamental","pubTime":"2022-08-10 21:35","market":"us","language":"en","title":"Both Tesla and Twitter Rose Over 3% in Morning Trading After Musk Sold 7.92 Million Tesla Shares Worth $6.9 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1143260192","media":"Tiger Newspress","summary":"Both Tesla and Twitter rose over 3% in morning trading after Musk sold 7.92 million Tesla shares wor","content":"<html><head></head><body><p>Both Tesla and Twitter rose over 3% in morning trading after Musk sold 7.92 million Tesla shares worth $6.9 billion.</p><p><img src=\"https://static.tigerbbs.com/1661be74ef3fe83a1e584d852fe120aa\" tg-width=\"670\" tg-height=\"543\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/0e6736c03953e53e195c264e75c687b5\" tg-width=\"671\" tg-height=\"548\" width=\"100%\" height=\"auto\"/></p><p>It's becoming "more likely" that Elon Musk is going to buy Twitter (NYSE:TWTR) after all, according to investment firm Wedbush Securities, following the decision by the world's richest man to sell another $7B in Tesla (NASDAQ:TSLA) stock.</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>Both Tesla and Twitter Rose Over 3% in Morning Trading After Musk Sold 7.92 Million Tesla Shares Worth $6.9 Billion</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\">\nBoth Tesla and Twitter Rose Over 3% in Morning Trading After Musk Sold 7.92 Million Tesla Shares Worth $6.9 Billion\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\">2022-08-10 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Both Tesla and Twitter rose over 3% in morning trading after Musk sold 7.92 million Tesla shares worth $6.9 billion.</p><p><img src=\"https://static.tigerbbs.com/1661be74ef3fe83a1e584d852fe120aa\" tg-width=\"670\" tg-height=\"543\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/0e6736c03953e53e195c264e75c687b5\" tg-width=\"671\" tg-height=\"548\" width=\"100%\" height=\"auto\"/></p><p>It's becoming "more likely" that Elon Musk is going to buy Twitter (NYSE:TWTR) after all, according to investment firm Wedbush Securities, following the decision by the world's richest man to sell another $7B in Tesla (NASDAQ:TSLA) stock.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143260192","content_text":"Both Tesla and Twitter rose over 3% in morning trading after Musk sold 7.92 million Tesla shares worth $6.9 billion.It's becoming \"more likely\" that Elon Musk is going to buy Twitter (NYSE:TWTR) after all, according to investment firm Wedbush Securities, following the decision by the world's richest man to sell another $7B in Tesla (NASDAQ:TSLA) stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902078883,"gmtCreate":1659620987245,"gmtModify":1705989429105,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902078883","repostId":"1120542565","repostType":4,"repost":{"id":"1120542565","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":1659619874,"share":"https://ttm.financial/m/news/1120542565?lang=&edition=fundamental","pubTime":"2022-08-04 21:31","market":"us","language":"en","title":"Alibaba Shares Pop 6% in Morning Trading After Earnings Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=1120542565","media":"Tiger Newspress","summary":"Alibaba shares pop 6% in morning trading after earnings beat.China's Alibaba Group Holding Ltd, on T","content":"<html><head></head><body><p>Alibaba shares pop 6% in morning trading after earnings beat.</p><p><img src=\"https://static.tigerbbs.com/73e153735cbdd6910fa9218d93561545\" tg-width=\"787\" tg-height=\"671\" width=\"100%\" height=\"auto\"/></p><p>China's Alibaba Group Holding Ltd, on Thursday beat market expectations for revenue in the quarter ending late June, even though growth was flat for the first time ever due to the impact of COVID-19 lockdown.</p><p>China locked down dozens of cities between April and May as the infectious Omicron variant raged, with cities such as its largest and most cosmopolitan hub of Shanghai facing the harshest curbs that paralyzed intra and inter-city delivery.</p><p>In Shanghai, for instance, households for nearly the whole of April were unable to place orders from Taobao or Ele.me, Alibaba's e-commerce and food delivery sites, and instead relied on the government and roundabout channels for food and supplies. The delivery situation only slightly eased in May.</p><p>The lockdown lifted on June 1, just in time for China's annual June 18 shopping festival. However, the festival did little to boost overall business in the quarter.</p><p>"Following a relatively slow April and May, we saw signs of recovery across our businesses in June. Despite near-term challenges, Taobao and Tmall continue to achieve high consumer retention, especially among consumers with higher spending power," the company said.</p><p>Revenue stood at 205.56 billion yuan ($30.43 billion)in the quarter, compared to analysts' average expectation of 203.19 billion yuan, according to Refinitiv data.</p><p>Net income attributable to ordinary shareholders for the quarter ended June 30 was 22.74 billion yuan, compared to 45.14 billion yuan, a year earlier.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Shares Pop 6% in Morning Trading After Earnings Beat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Shares Pop 6% in Morning Trading After Earnings Beat\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\">2022-08-04 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba shares pop 6% in morning trading after earnings beat.</p><p><img src=\"https://static.tigerbbs.com/73e153735cbdd6910fa9218d93561545\" tg-width=\"787\" tg-height=\"671\" width=\"100%\" height=\"auto\"/></p><p>China's Alibaba Group Holding Ltd, on Thursday beat market expectations for revenue in the quarter ending late June, even though growth was flat for the first time ever due to the impact of COVID-19 lockdown.</p><p>China locked down dozens of cities between April and May as the infectious Omicron variant raged, with cities such as its largest and most cosmopolitan hub of Shanghai facing the harshest curbs that paralyzed intra and inter-city delivery.</p><p>In Shanghai, for instance, households for nearly the whole of April were unable to place orders from Taobao or Ele.me, Alibaba's e-commerce and food delivery sites, and instead relied on the government and roundabout channels for food and supplies. The delivery situation only slightly eased in May.</p><p>The lockdown lifted on June 1, just in time for China's annual June 18 shopping festival. However, the festival did little to boost overall business in the quarter.</p><p>"Following a relatively slow April and May, we saw signs of recovery across our businesses in June. Despite near-term challenges, Taobao and Tmall continue to achieve high consumer retention, especially among consumers with higher spending power," the company said.</p><p>Revenue stood at 205.56 billion yuan ($30.43 billion)in the quarter, compared to analysts' average expectation of 203.19 billion yuan, according to Refinitiv data.</p><p>Net income attributable to ordinary shareholders for the quarter ended June 30 was 22.74 billion yuan, compared to 45.14 billion yuan, a year earlier.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120542565","content_text":"Alibaba shares pop 6% in morning trading after earnings beat.China's Alibaba Group Holding Ltd, on Thursday beat market expectations for revenue in the quarter ending late June, even though growth was flat for the first time ever due to the impact of COVID-19 lockdown.China locked down dozens of cities between April and May as the infectious Omicron variant raged, with cities such as its largest and most cosmopolitan hub of Shanghai facing the harshest curbs that paralyzed intra and inter-city delivery.In Shanghai, for instance, households for nearly the whole of April were unable to place orders from Taobao or Ele.me, Alibaba's e-commerce and food delivery sites, and instead relied on the government and roundabout channels for food and supplies. The delivery situation only slightly eased in May.The lockdown lifted on June 1, just in time for China's annual June 18 shopping festival. However, the festival did little to boost overall business in the quarter.\"Following a relatively slow April and May, we saw signs of recovery across our businesses in June. Despite near-term challenges, Taobao and Tmall continue to achieve high consumer retention, especially among consumers with higher spending power,\" the company said.Revenue stood at 205.56 billion yuan ($30.43 billion)in the quarter, compared to analysts' average expectation of 203.19 billion yuan, according to Refinitiv data.Net income attributable to ordinary shareholders for the quarter ended June 30 was 22.74 billion yuan, compared to 45.14 billion yuan, a year earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094142260,"gmtCreate":1645097132491,"gmtModify":1676533996466,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094142260","repostId":"1198371121","repostType":2,"repost":{"id":"1198371121","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":1645096079,"share":"https://ttm.financial/m/news/1198371121?lang=&edition=fundamental","pubTime":"2022-02-17 19:07","market":"us","language":"en","title":"Palantir Shares Tumbled Nearly 11% in Premarket Trading after Announcing Its Financial Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1198371121","media":"Tiger Newspress","summary":"Palantir shares tumbled nearly 11% in premarket trading after announcing its financial results.Palan","content":"<html><head></head><body><p>Palantir shares tumbled nearly 11% in premarket trading after announcing its financial results.<img src=\"https://static.tigerbbs.com/22b683204f486921e68d73b5c4e4491d\" tg-width=\"738\" tg-height=\"616\" referrerpolicy=\"no-referrer\"/>Palantir Technologies forecast current-quarter sales above estimates on Thursday, after a steady flow of government contracts and a growing commercial portfolio boosted the data analytics software firm's fourth-quarter revenue.</p><p>Known for its work with the U.S. Army, the Central Intelligence Agency and other government bodies, Palantir's next leg of growth is widely expected to come from commercial contracts with large businesses.</p><p>The company, which provides its software only to the United States and "its allies", tripled its commercial customer count to 147 customers in 2021, driven by deals with brands including Ferrari, Kinder Morgan and IBM.</p><p>"You are starting to see that the U.S. commercial business is starting to dominate the business. Two years ago, it was 6% of revenue and now it is 13% of the revenue," Chief Operating Officer Shyam Sankar told Reuters in an interview.</p><p>The company forecast first-quarter revenue of $443 million. Analysts on average expect $439.2 million, according to IBES data from Refinitiv.</p><p>Palantir, backed by tech billionaire Peter Thiel, said fourth-quarter revenue rose 34% to $432.9 million, also surpassing expectations.</p><p>However, experts have raised concerns over Palantir's reliance on large deals with a few customers, including its dependence on government contracts, which make its revenue flow uncertain.</p><p>Addressing the concerns, COO Sankar said the company's net dollar retention rate reveals the "stickiness" of its software with customers.</p><p>Palantir disclosed the metric for the first time in its results statement on Thursday, reporting a net dollar retention rate of 131% in fiscal 2021 with a 150% rate in its U.S. commercial business.</p><p>Net loss in the quarter ended Dec. 31 was $156.2 million, or 8 cents per share, compared with a loss of $148.3 million, or 8 cents per share, a year earlier.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Shares Tumbled Nearly 11% in Premarket Trading after Announcing Its Financial Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Shares Tumbled Nearly 11% in Premarket Trading after Announcing Its Financial Results\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\">2022-02-17 19:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir shares tumbled nearly 11% in premarket trading after announcing its financial results.<img src=\"https://static.tigerbbs.com/22b683204f486921e68d73b5c4e4491d\" tg-width=\"738\" tg-height=\"616\" referrerpolicy=\"no-referrer\"/>Palantir Technologies forecast current-quarter sales above estimates on Thursday, after a steady flow of government contracts and a growing commercial portfolio boosted the data analytics software firm's fourth-quarter revenue.</p><p>Known for its work with the U.S. Army, the Central Intelligence Agency and other government bodies, Palantir's next leg of growth is widely expected to come from commercial contracts with large businesses.</p><p>The company, which provides its software only to the United States and "its allies", tripled its commercial customer count to 147 customers in 2021, driven by deals with brands including Ferrari, Kinder Morgan and IBM.</p><p>"You are starting to see that the U.S. commercial business is starting to dominate the business. Two years ago, it was 6% of revenue and now it is 13% of the revenue," Chief Operating Officer Shyam Sankar told Reuters in an interview.</p><p>The company forecast first-quarter revenue of $443 million. Analysts on average expect $439.2 million, according to IBES data from Refinitiv.</p><p>Palantir, backed by tech billionaire Peter Thiel, said fourth-quarter revenue rose 34% to $432.9 million, also surpassing expectations.</p><p>However, experts have raised concerns over Palantir's reliance on large deals with a few customers, including its dependence on government contracts, which make its revenue flow uncertain.</p><p>Addressing the concerns, COO Sankar said the company's net dollar retention rate reveals the "stickiness" of its software with customers.</p><p>Palantir disclosed the metric for the first time in its results statement on Thursday, reporting a net dollar retention rate of 131% in fiscal 2021 with a 150% rate in its U.S. commercial business.</p><p>Net loss in the quarter ended Dec. 31 was $156.2 million, or 8 cents per share, compared with a loss of $148.3 million, or 8 cents per share, a year earlier.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198371121","content_text":"Palantir shares tumbled nearly 11% in premarket trading after announcing its financial results.Palantir Technologies forecast current-quarter sales above estimates on Thursday, after a steady flow of government contracts and a growing commercial portfolio boosted the data analytics software firm's fourth-quarter revenue.Known for its work with the U.S. Army, the Central Intelligence Agency and other government bodies, Palantir's next leg of growth is widely expected to come from commercial contracts with large businesses.The company, which provides its software only to the United States and \"its allies\", tripled its commercial customer count to 147 customers in 2021, driven by deals with brands including Ferrari, Kinder Morgan and IBM.\"You are starting to see that the U.S. commercial business is starting to dominate the business. Two years ago, it was 6% of revenue and now it is 13% of the revenue,\" Chief Operating Officer Shyam Sankar told Reuters in an interview.The company forecast first-quarter revenue of $443 million. Analysts on average expect $439.2 million, according to IBES data from Refinitiv.Palantir, backed by tech billionaire Peter Thiel, said fourth-quarter revenue rose 34% to $432.9 million, also surpassing expectations.However, experts have raised concerns over Palantir's reliance on large deals with a few customers, including its dependence on government contracts, which make its revenue flow uncertain.Addressing the concerns, COO Sankar said the company's net dollar retention rate reveals the \"stickiness\" of its software with customers.Palantir disclosed the metric for the first time in its results statement on Thursday, reporting a net dollar retention rate of 131% in fiscal 2021 with a 150% rate in its U.S. commercial business.Net loss in the quarter ended Dec. 31 was $156.2 million, or 8 cents per share, compared with a loss of $148.3 million, or 8 cents per share, a year earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091077395,"gmtCreate":1643758083607,"gmtModify":1676533851336,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Strong","listText":"Strong","text":"Strong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091077395","repostId":"2208255351","repostType":2,"repost":{"id":"2208255351","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":1643756280,"share":"https://ttm.financial/m/news/2208255351?lang=&edition=fundamental","pubTime":"2022-02-02 06:58","market":"us","language":"en","title":"AMD Stock Rallies More Than 10% after Record Results, Outlook Blow past Street Views","url":"https://stock-news.laohu8.com/highlight/detail?id=2208255351","media":"Dow Jones","summary":"AMD CEO Lisa Su says FTC approval is final hurdle for $35 billion acquisition of Xilinx, expects dea","content":"<html><head></head><body><p>AMD CEO Lisa Su says FTC approval is final hurdle for $35 billion acquisition of Xilinx, expects deal to close this quarter.</p><p>Advanced Micro Devices Inc. shares soared in the extended session Tuesday after the chip maker's record results and forecasts blew past Wall Street estimates across the board and the company reached a milestone profit margin of 50%.</p><p>AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> shares soared more than 10% after hours, following a 2.2% gain in the regular session to close at $116.78.</p><p><img src=\"https://static.tigerbbs.com/bc9f24982d84021aee4012d576d7d6be\" tg-width=\"904\" tg-height=\"723\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>For the current quarter, AMD said it expects revenue between $4.9 billion and $5.1 billion, while analysts had forecast $4.35 billion, and forecast gross margins of 50.5%.</p><p>Gross margins came in at 50% for the fourth quarter, up from 45% in the year-ago quarter, and 48% for the third quarter. That 50% margin milestone is significant for AMD as larger rival Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> has been dealing with shrinking margins, which executives have assured would stay "comfortably above 50%," or in the 52% to 53% range for the year</p><p>"It's getting increasingly plausible that we might have an AMD with higher GMs than Intel at some point," Bernstein analyst Stacy Rasgon told MarketWatch. Rasgon has a market perform rating on AMD and an underperform rating on Intel.</p><p>For 2022, AMD forecast gross margins of 51% for the year, and said it expects revenue of about $21.5 billion, a 31% gain from 2021's record $16.43 billion. Analysts had forecast $16.13 billion for 2021 and $19.29 billion for 2022.</p><p>On the call with analysts, AMD Chief Executive Lisa Su said she expects data-center sales to lead growth in 2022, and that the company's footing amid a global chip shortage is steady.</p><p>"We have also made significant investments to secure the capacity needed to support our growth in 2022 and beyond," Su told analysts. "Looking out over the long term, we're confident in our ability to continue growing significantly faster than the market."</p><p>Su, however, forecast that PC sales would be flat going into 2022, and allayed analysts' concerns that the company would be locked into those capacity arrangements while admitting that there wasn't 100% flexibility.</p><p>"We've certainly worked very hard to give ourselves fungibility amongst the various capacity corridors that we have," Su told analysts. "We make that a dynamic allocation decision sort of like weekly, based on what we see going on, so I think we have a pretty good pulse on the market."</p><p>On the call, Su also told analysts that the only remaining hurdle to the company's $35 billion deal to acquire Xilinx Inc. <a href=\"https://laohu8.com/S/XLNX\">$(XLNX)$</a> is U.S. Federal Trade Commission approval of the company's refiled antitrust paperwork, and reiterated the target of a first-quarter close. Recently, AMD received conditional regulatory approval for the acquisition from Chinese regulators.</p><p>AMD reported fourth-quarter net income of $974 million, or 80 cents a share, compared with $1.78 billion, or $1.45 a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 92 cents a share, compared with 52 cents a share in the year-ago period.</p><p>Revenue rose to a record $4.83 billion from $3.24 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast adjusted earnings of 70 cents a share on revenue of $4.52 billion, after AMD projected between $4.4 billion to $4.6 billion.</p><p>Sales from enterprise, embedded and semi-custom chips -- the unit that includes data-center and gaming-console revenue -- rose to $2.24 billion, compared with $1.28 billion a year ago. Analysts had forecast $2.1 billion.</p><p>In AMD's computing and graphics segment, the company reported second-quarter sales of $2.58 billion, up from $1.96 billion last year, compared with analyst expectations of $2.42 billion.</p><p>At the close of regular trading, AMD shares remained firmly in bear-market territory, 29% off their closing high of $161.91 set on Nov. 29, but have still gained 32% over the past 12 months. In comparison, the PHLX Semiconductor Index is up 16% over that time, the S&P 500 index has gained 20%, and the tech-heavy Nasdaq Composite Index has gained 6.5%.</p><p>-Wallace Witkowski</p><p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p><p>February 01, 2022 17:58 ET (22:58 GMT)</p><p>Copyright (c) 2022 Dow Jones & Company, Inc.</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>AMD Stock Rallies More Than 10% after Record Results, Outlook Blow past Street Views</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 Stock Rallies More Than 10% after Record Results, Outlook Blow past Street Views\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\">2022-02-02 06:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AMD CEO Lisa Su says FTC approval is final hurdle for $35 billion acquisition of Xilinx, expects deal to close this quarter.</p><p>Advanced Micro Devices Inc. shares soared in the extended session Tuesday after the chip maker's record results and forecasts blew past Wall Street estimates across the board and the company reached a milestone profit margin of 50%.</p><p>AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> shares soared more than 10% after hours, following a 2.2% gain in the regular session to close at $116.78.</p><p><img src=\"https://static.tigerbbs.com/bc9f24982d84021aee4012d576d7d6be\" tg-width=\"904\" tg-height=\"723\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>For the current quarter, AMD said it expects revenue between $4.9 billion and $5.1 billion, while analysts had forecast $4.35 billion, and forecast gross margins of 50.5%.</p><p>Gross margins came in at 50% for the fourth quarter, up from 45% in the year-ago quarter, and 48% for the third quarter. That 50% margin milestone is significant for AMD as larger rival Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> has been dealing with shrinking margins, which executives have assured would stay "comfortably above 50%," or in the 52% to 53% range for the year</p><p>"It's getting increasingly plausible that we might have an AMD with higher GMs than Intel at some point," Bernstein analyst Stacy Rasgon told MarketWatch. Rasgon has a market perform rating on AMD and an underperform rating on Intel.</p><p>For 2022, AMD forecast gross margins of 51% for the year, and said it expects revenue of about $21.5 billion, a 31% gain from 2021's record $16.43 billion. Analysts had forecast $16.13 billion for 2021 and $19.29 billion for 2022.</p><p>On the call with analysts, AMD Chief Executive Lisa Su said she expects data-center sales to lead growth in 2022, and that the company's footing amid a global chip shortage is steady.</p><p>"We have also made significant investments to secure the capacity needed to support our growth in 2022 and beyond," Su told analysts. "Looking out over the long term, we're confident in our ability to continue growing significantly faster than the market."</p><p>Su, however, forecast that PC sales would be flat going into 2022, and allayed analysts' concerns that the company would be locked into those capacity arrangements while admitting that there wasn't 100% flexibility.</p><p>"We've certainly worked very hard to give ourselves fungibility amongst the various capacity corridors that we have," Su told analysts. "We make that a dynamic allocation decision sort of like weekly, based on what we see going on, so I think we have a pretty good pulse on the market."</p><p>On the call, Su also told analysts that the only remaining hurdle to the company's $35 billion deal to acquire Xilinx Inc. <a href=\"https://laohu8.com/S/XLNX\">$(XLNX)$</a> is U.S. Federal Trade Commission approval of the company's refiled antitrust paperwork, and reiterated the target of a first-quarter close. Recently, AMD received conditional regulatory approval for the acquisition from Chinese regulators.</p><p>AMD reported fourth-quarter net income of $974 million, or 80 cents a share, compared with $1.78 billion, or $1.45 a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 92 cents a share, compared with 52 cents a share in the year-ago period.</p><p>Revenue rose to a record $4.83 billion from $3.24 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast adjusted earnings of 70 cents a share on revenue of $4.52 billion, after AMD projected between $4.4 billion to $4.6 billion.</p><p>Sales from enterprise, embedded and semi-custom chips -- the unit that includes data-center and gaming-console revenue -- rose to $2.24 billion, compared with $1.28 billion a year ago. Analysts had forecast $2.1 billion.</p><p>In AMD's computing and graphics segment, the company reported second-quarter sales of $2.58 billion, up from $1.96 billion last year, compared with analyst expectations of $2.42 billion.</p><p>At the close of regular trading, AMD shares remained firmly in bear-market territory, 29% off their closing high of $161.91 set on Nov. 29, but have still gained 32% over the past 12 months. In comparison, the PHLX Semiconductor Index is up 16% over that time, the S&P 500 index has gained 20%, and the tech-heavy Nasdaq Composite Index has gained 6.5%.</p><p>-Wallace Witkowski</p><p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p><p>February 01, 2022 17:58 ET (22:58 GMT)</p><p>Copyright (c) 2022 Dow Jones & Company, Inc.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4141":"半导体产品","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","BK4529":"IDC概念","BK4512":"苹果概念","GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208255351","content_text":"AMD CEO Lisa Su says FTC approval is final hurdle for $35 billion acquisition of Xilinx, expects deal to close this quarter.Advanced Micro Devices Inc. shares soared in the extended session Tuesday after the chip maker's record results and forecasts blew past Wall Street estimates across the board and the company reached a milestone profit margin of 50%.AMD $(AMD)$ shares soared more than 10% after hours, following a 2.2% gain in the regular session to close at $116.78.For the current quarter, AMD said it expects revenue between $4.9 billion and $5.1 billion, while analysts had forecast $4.35 billion, and forecast gross margins of 50.5%.Gross margins came in at 50% for the fourth quarter, up from 45% in the year-ago quarter, and 48% for the third quarter. That 50% margin milestone is significant for AMD as larger rival Intel Corp. $(INTC)$ has been dealing with shrinking margins, which executives have assured would stay \"comfortably above 50%,\" or in the 52% to 53% range for the year\"It's getting increasingly plausible that we might have an AMD with higher GMs than Intel at some point,\" Bernstein analyst Stacy Rasgon told MarketWatch. Rasgon has a market perform rating on AMD and an underperform rating on Intel.For 2022, AMD forecast gross margins of 51% for the year, and said it expects revenue of about $21.5 billion, a 31% gain from 2021's record $16.43 billion. Analysts had forecast $16.13 billion for 2021 and $19.29 billion for 2022.On the call with analysts, AMD Chief Executive Lisa Su said she expects data-center sales to lead growth in 2022, and that the company's footing amid a global chip shortage is steady.\"We have also made significant investments to secure the capacity needed to support our growth in 2022 and beyond,\" Su told analysts. \"Looking out over the long term, we're confident in our ability to continue growing significantly faster than the market.\"Su, however, forecast that PC sales would be flat going into 2022, and allayed analysts' concerns that the company would be locked into those capacity arrangements while admitting that there wasn't 100% flexibility.\"We've certainly worked very hard to give ourselves fungibility amongst the various capacity corridors that we have,\" Su told analysts. \"We make that a dynamic allocation decision sort of like weekly, based on what we see going on, so I think we have a pretty good pulse on the market.\"On the call, Su also told analysts that the only remaining hurdle to the company's $35 billion deal to acquire Xilinx Inc. $(XLNX)$ is U.S. Federal Trade Commission approval of the company's refiled antitrust paperwork, and reiterated the target of a first-quarter close. Recently, AMD received conditional regulatory approval for the acquisition from Chinese regulators.AMD reported fourth-quarter net income of $974 million, or 80 cents a share, compared with $1.78 billion, or $1.45 a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 92 cents a share, compared with 52 cents a share in the year-ago period.Revenue rose to a record $4.83 billion from $3.24 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast adjusted earnings of 70 cents a share on revenue of $4.52 billion, after AMD projected between $4.4 billion to $4.6 billion.Sales from enterprise, embedded and semi-custom chips -- the unit that includes data-center and gaming-console revenue -- rose to $2.24 billion, compared with $1.28 billion a year ago. Analysts had forecast $2.1 billion.In AMD's computing and graphics segment, the company reported second-quarter sales of $2.58 billion, up from $1.96 billion last year, compared with analyst expectations of $2.42 billion.At the close of regular trading, AMD shares remained firmly in bear-market territory, 29% off their closing high of $161.91 set on Nov. 29, but have still gained 32% over the past 12 months. In comparison, the PHLX Semiconductor Index is up 16% over that time, the S&P 500 index has gained 20%, and the tech-heavy Nasdaq Composite Index has gained 6.5%.-Wallace Witkowski$(END)$ Dow Jones NewswiresFebruary 01, 2022 17:58 ET (22:58 GMT)Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002316489,"gmtCreate":1641914292880,"gmtModify":1676533661421,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Great ","listText":"Great ","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002316489","repostId":"1179093277","repostType":4,"repost":{"id":"1179093277","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":1641912848,"share":"https://ttm.financial/m/news/1179093277?lang=&edition=fundamental","pubTime":"2022-01-11 22:54","market":"us","language":"en","title":"EV Stocks Rebounded in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1179093277","media":"Tiger Newspress","summary":"EV Stocks Rebounded in Morning Trading. Lucid, Nio, Xpeng Motors, Li Auto, Fisker and Canoo climbed ","content":"<html><head></head><body><p>EV Stocks Rebounded in Morning Trading. Lucid, Nio, Xpeng Motors, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Fisker and Canoo climbed between 1% and 4%.</p><p><img src=\"https://static.tigerbbs.com/6ac2e6e00086973186066270dc38fd39\" tg-width=\"1080\" tg-height=\"1939\" referrerpolicy=\"no-referrer\"/></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>EV Stocks Rebounded in Morning Trading</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\">\nEV Stocks Rebounded in Morning Trading\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\">2022-01-11 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV Stocks Rebounded in Morning Trading. Lucid, Nio, Xpeng Motors, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Fisker and Canoo climbed between 1% and 4%.</p><p><img src=\"https://static.tigerbbs.com/6ac2e6e00086973186066270dc38fd39\" tg-width=\"1080\" tg-height=\"1939\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","NIO":"蔚来","BK4526":"热门中概股","BK4555":"新能源车","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179093277","content_text":"EV Stocks Rebounded in Morning Trading. Lucid, Nio, Xpeng Motors, Li Auto, Fisker and Canoo climbed between 1% and 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009636344,"gmtCreate":1640649195254,"gmtModify":1676533531106,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"like it!","listText":"like it!","text":"like it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009636344","repostId":"1127544468","repostType":4,"repost":{"id":"1127544468","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":1640646504,"share":"https://ttm.financial/m/news/1127544468?lang=&edition=fundamental","pubTime":"2021-12-28 07:08","market":"us","language":"en","title":"S&P 500 closes at record high on retail sales cheer","url":"https://stock-news.laohu8.com/highlight/detail?id=1127544468","media":"Reuters","summary":"Dec 27 - The S&P 500 indexended at a record high on Monday, its fourth straight session of gains, as strong U.S. retail sales underscored economic strength and eased worries from Omicron-driven flight cancellations that hit travel stocks.U.S. retail sales increased 8.5% year-over-year this holiday season, powered by an ecommerce boom, according to a Mastercard Inc report, giving the S&P 500 retailing indexa boost.Travel-related stocks, typically sensitive to coronavirus news, declined after U.S","content":"<p>Dec 27 (Reuters) - The S&P 500 index(.SPX)ended at a record high on Monday, its fourth straight session of gains, as strong U.S. retail sales underscored economic strength and eased worries from Omicron-driven flight cancellations that hit travel stocks.</p>\n<p>U.S. retail sales increased 8.5% year-over-year this holiday season, powered by an ecommerce boom, according to a Mastercard Inc report, giving the S&P 500 retailing index(.SPXRT)a boost.</p>\n<p>Travel-related stocks, typically sensitive to coronavirus news, declined after U.S. airlines canceled about 800 more flights on Monday after nixing thousands during the Christmas weekend, as Omicron cases soared.</p>\n<p>The S&P 1500 airlines index shed 0.57%. Cruise operators <a href=\"https://laohu8.com/S/NCLH\">Norwegian Cruise Line</a> Holdings, <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Caribbean(RCL.N)and <a href=\"https://laohu8.com/S/CCL\">Carnival</a> Corp(CCL.N)fell 2.55%, 1.35% and 1.18% respectively, among the biggest decliners on the benchmark S&P 500.</p>\n<p>\"The market is in this interesting place where we have a strong consumer, with spending up 8% year over year. Personal consumption makes up 70% of our GDP, and that remains flush,\" said Sylvia Jablonski Kampaktsis, chief investment officer and co-founder at Defiance ETFs in <a href=\"https://laohu8.com/S/NWY\">New York</a>.</p>\n<p>\"Omicron reminds us that we still exist in this corona ecosystem. And it'll probably be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of many things that we will continue talking about with this virus but the doomsday COVID scenario of 2020 feels like it's far behind us.\"</p>\n<p>All 11 main S&P 500 sector indexes advanced, with energy(.SPNY)and tech(.SPLRCT)leading percentage gains.</p>\n<p>The Dow Jones Industrial Average(.DJI)rose 351.82 points, or 0.98%, to 36,302.38, the S&P 500(.SPX)gained 65.4 points, or 1.38%, to 4,791.19 and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite(.IXIC)added 217.89 points, or 1.39%, to 15,871.26.</p>\n<p>The S&P 500 has climbed 4.9% during its recent run of gains, its biggest percentage gain over a four-day period since early November 2020.</p>\n<p>The Nasdaq Composite(.IXIC)got a boost from megacap companies, including Tesla Inc(TSLA.O), <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp(MSFT.O), <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc(AAPL.O)and <a href=\"https://laohu8.com/S/CASH\">Meta</a> Platform(FB.O).</p>\n<p>Main U.S. stock indexes are on track for a third straight yearly gain, with the benchmark S&P 500(.SPX)poised for its best three-year performance since 1999.</p>\n<p>Volume on U.S. exchanges was 7.76 billion shares, compared with the 11.74 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered decliners on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 58 new 52-week highs and no new lows; the Nasdaq Composite recorded 101 new highs and 145 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 closes at record high on retail sales cheer</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\">\nS&P 500 closes at record high on retail sales cheer\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\">2021-12-28 07:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dec 27 (Reuters) - The S&P 500 index(.SPX)ended at a record high on Monday, its fourth straight session of gains, as strong U.S. retail sales underscored economic strength and eased worries from Omicron-driven flight cancellations that hit travel stocks.</p>\n<p>U.S. retail sales increased 8.5% year-over-year this holiday season, powered by an ecommerce boom, according to a Mastercard Inc report, giving the S&P 500 retailing index(.SPXRT)a boost.</p>\n<p>Travel-related stocks, typically sensitive to coronavirus news, declined after U.S. airlines canceled about 800 more flights on Monday after nixing thousands during the Christmas weekend, as Omicron cases soared.</p>\n<p>The S&P 1500 airlines index shed 0.57%. Cruise operators <a href=\"https://laohu8.com/S/NCLH\">Norwegian Cruise Line</a> Holdings, <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Caribbean(RCL.N)and <a href=\"https://laohu8.com/S/CCL\">Carnival</a> Corp(CCL.N)fell 2.55%, 1.35% and 1.18% respectively, among the biggest decliners on the benchmark S&P 500.</p>\n<p>\"The market is in this interesting place where we have a strong consumer, with spending up 8% year over year. Personal consumption makes up 70% of our GDP, and that remains flush,\" said Sylvia Jablonski Kampaktsis, chief investment officer and co-founder at Defiance ETFs in <a href=\"https://laohu8.com/S/NWY\">New York</a>.</p>\n<p>\"Omicron reminds us that we still exist in this corona ecosystem. And it'll probably be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of many things that we will continue talking about with this virus but the doomsday COVID scenario of 2020 feels like it's far behind us.\"</p>\n<p>All 11 main S&P 500 sector indexes advanced, with energy(.SPNY)and tech(.SPLRCT)leading percentage gains.</p>\n<p>The Dow Jones Industrial Average(.DJI)rose 351.82 points, or 0.98%, to 36,302.38, the S&P 500(.SPX)gained 65.4 points, or 1.38%, to 4,791.19 and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite(.IXIC)added 217.89 points, or 1.39%, to 15,871.26.</p>\n<p>The S&P 500 has climbed 4.9% during its recent run of gains, its biggest percentage gain over a four-day period since early November 2020.</p>\n<p>The Nasdaq Composite(.IXIC)got a boost from megacap companies, including Tesla Inc(TSLA.O), <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp(MSFT.O), <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc(AAPL.O)and <a href=\"https://laohu8.com/S/CASH\">Meta</a> Platform(FB.O).</p>\n<p>Main U.S. stock indexes are on track for a third straight yearly gain, with the benchmark S&P 500(.SPX)poised for its best three-year performance since 1999.</p>\n<p>Volume on U.S. exchanges was 7.76 billion shares, compared with the 11.74 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered decliners on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 58 new 52-week highs and no new lows; the Nasdaq Composite recorded 101 new highs and 145 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"标普500反向ETF",".SPX":"S&P 500 Index","SPY":"标普500ETF","OEX":"标普100","BK4504":"桥水持仓","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127544468","content_text":"Dec 27 (Reuters) - The S&P 500 index(.SPX)ended at a record high on Monday, its fourth straight session of gains, as strong U.S. retail sales underscored economic strength and eased worries from Omicron-driven flight cancellations that hit travel stocks.\nU.S. retail sales increased 8.5% year-over-year this holiday season, powered by an ecommerce boom, according to a Mastercard Inc report, giving the S&P 500 retailing index(.SPXRT)a boost.\nTravel-related stocks, typically sensitive to coronavirus news, declined after U.S. airlines canceled about 800 more flights on Monday after nixing thousands during the Christmas weekend, as Omicron cases soared.\nThe S&P 1500 airlines index shed 0.57%. Cruise operators Norwegian Cruise Line Holdings, Royal Caribbean(RCL.N)and Carnival Corp(CCL.N)fell 2.55%, 1.35% and 1.18% respectively, among the biggest decliners on the benchmark S&P 500.\n\"The market is in this interesting place where we have a strong consumer, with spending up 8% year over year. Personal consumption makes up 70% of our GDP, and that remains flush,\" said Sylvia Jablonski Kampaktsis, chief investment officer and co-founder at Defiance ETFs in New York.\n\"Omicron reminds us that we still exist in this corona ecosystem. And it'll probably be one of many things that we will continue talking about with this virus but the doomsday COVID scenario of 2020 feels like it's far behind us.\"\nAll 11 main S&P 500 sector indexes advanced, with energy(.SPNY)and tech(.SPLRCT)leading percentage gains.\nThe Dow Jones Industrial Average(.DJI)rose 351.82 points, or 0.98%, to 36,302.38, the S&P 500(.SPX)gained 65.4 points, or 1.38%, to 4,791.19 and the Nasdaq Composite(.IXIC)added 217.89 points, or 1.39%, to 15,871.26.\nThe S&P 500 has climbed 4.9% during its recent run of gains, its biggest percentage gain over a four-day period since early November 2020.\nThe Nasdaq Composite(.IXIC)got a boost from megacap companies, including Tesla Inc(TSLA.O), Microsoft Corp(MSFT.O), Apple Inc(AAPL.O)and Meta Platform(FB.O).\nMain U.S. stock indexes are on track for a third straight yearly gain, with the benchmark S&P 500(.SPX)poised for its best three-year performance since 1999.\nVolume on U.S. exchanges was 7.76 billion shares, compared with the 11.74 billion average for the full session over the last 20 trading days.\nAdvancing issues outnumbered decliners on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.\nThe S&P 500 posted 58 new 52-week highs and no new lows; the Nasdaq Composite recorded 101 new highs and 145 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992773501,"gmtCreate":1661383813105,"gmtModify":1676536506640,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"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/9992773501","repostId":"2262334674","repostType":2,"repost":{"id":"2262334674","pubTimestamp":1661382667,"share":"https://ttm.financial/m/news/2262334674?lang=&edition=fundamental","pubTime":"2022-08-25 07:11","market":"us","language":"en","title":"NVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2262334674","media":"StreetInsider","summary":"NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results,","content":"<html><head></head><body><p>NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results, with revenue of $6.7 billion (up 3% year-over-year) coming in worse than the consensus estimate of $6.83 billion. Q2 EPS came in at $0.51, compared to the consensus estimate of $0.50.</p><p>Q2 Data Center revenue was up 61% year-over-year to $3.81 billion, while Gaming revenue was down 33% year-over-year to $2.04 billion. Professional Visualization revenue declined 4% year-over-year to $496 million. Automotive revenue grew 45% year-over-year to $220 million.</p><p>The company expects Q3 revenue of $5.90 billion, plus or minus 2%, worse than the consensus estimate of $6.92 billion.</p><p>“We are navigating our supply chain transitions in a challenging macro environment and we will get through this,” said Jensen Huang, founder and CEO of NVIDIA.</p><p>The company also declared a quarterly dividend of $0.04 per share, payable on September 29 to stockholders of record on September 8.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 07:11 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=20506243><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results, with revenue of $6.7 billion (up 3% year-over-year) coming in worse than the consensus estimate of ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20506243\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20506243","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262334674","content_text":"NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results, with revenue of $6.7 billion (up 3% year-over-year) coming in worse than the consensus estimate of $6.83 billion. Q2 EPS came in at $0.51, compared to the consensus estimate of $0.50.Q2 Data Center revenue was up 61% year-over-year to $3.81 billion, while Gaming revenue was down 33% year-over-year to $2.04 billion. Professional Visualization revenue declined 4% year-over-year to $496 million. Automotive revenue grew 45% year-over-year to $220 million.The company expects Q3 revenue of $5.90 billion, plus or minus 2%, worse than the consensus estimate of $6.92 billion.“We are navigating our supply chain transitions in a challenging macro environment and we will get through this,” said Jensen Huang, founder and CEO of NVIDIA.The company also declared a quarterly dividend of $0.04 per share, payable on September 29 to stockholders of record on September 8.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992317807,"gmtCreate":1661263379411,"gmtModify":1676536484808,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"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/9992317807","repostId":"2261819523","repostType":4,"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009944535,"gmtCreate":1640477128571,"gmtModify":1676533522175,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Thanks for sharing!","listText":"Thanks for sharing!","text":"Thanks for sharing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009944535","repostId":"2193917872","repostType":4,"repost":{"id":"2193917872","pubTimestamp":1640398248,"share":"https://ttm.financial/m/news/2193917872?lang=&edition=fundamental","pubTime":"2021-12-25 10:10","market":"us","language":"en","title":"3 Best Buffett Stocks to Buy for the Long Haul","url":"https://stock-news.laohu8.com/highlight/detail?id=2193917872","media":"Motley Fool","summary":"Each of these three big pharma stocks are featured in Berkshire Hathaway's massive portfolio.","content":"<p>Since Warren Buffett took full control of <b>Berkshire Hathaway</b> in 1965, it became a diversified holding company with investments in publicly traded companies totaling nearly $345 billion at the time of writing.</p>\n<p>The Oracle of Omaha's reputation of buying the highest quality businesses means that many individual investors could also benefit from adding these stocks to their portfolios. Here are three healthcare stocks that Buffett owns, which you may also want to consider buying and holding for the long run.</p>\n<h2>1. Johnson & Johnson</h2>\n<p>The first pharma stock within Berkshire's portfolio to contemplate purchasing is <b>Johnson & Johnson</b> (NYSE:JNJ). While the stock is one of Buffett's smallest holdings, valued at just under $55 million, this doesn't take away from its 59 consecutive years of dividend increases that make the stock a Dividend King.</p>\n<p>J&J will be spinning off its slower-growing and less profitable consumer health segment in the next 18 to 24 months, which should allow the company to focus on its faster-growing, more profitable pharmaceutical segment.</p>\n<p>J&J has a strong existing drug portfolio, which should be able to make up for the upcoming 2025 to 2026 patent expirations for its top-selling drug known, Stelara. Year to date, the immunology drug made up just 9.9% of J&J's $69 billion in net sales.</p>\n<p>These drugs include the immunology blockbuster Tremfya, which received its first of three U.S. Food and Drug Administration (FDA) approvals to date in July 2017. Another drug that was recently approved by the FDA was the oncology blockbuster called Darzalex, which received its first of nine FDA approvals to date in November 2015. These two drugs have grown their year-to-date revenue at high-40% clips year over year and should remain under patent most of this decade.</p>\n<p>J&J's enviable existing drug portfolio and its nearly four dozen indications in late-stage clinical trials explain why analysts anticipate that the stock will deliver 8% annual non-GAAP (adjusted) earnings per share (EPS) growth over the next five years.</p>\n<p>Income investors can scoop up J&J's 2.5% dividend yield at a forward P/E ratio of just 16.2 times, which makes the steady healthcare stock a great buy for the long term.</p>\n<h2>2. Bristol Myers Squibb</h2>\n<p>Another Buffett stock that could be a great fit in your portfolio is <b>Bristol Myers Squibb</b> (NYSE:BMY). Berkshire's Bristol Myers Squibb stake totals nearly $1.4 billion, making it one of the largest healthcare holdings in Berkshire's portfolio.</p>\n<p>Bristol Myers Squibb's oncology blockbusters Revlimid and Opdivo and the anticoagulant blockbuster co-owned with <b>Pfizer</b> (NYSE:PFE) named Eliquis each face patent expirations later this decade. While looming patent expirations on three drugs that account for approximately two-thirds of your company's total revenue sounds frightening, this is nothing new; it's just the nature of Bristol Myers Squibb's industry.</p>\n<p>What matters most is that a company is proactive in developing and acquiring its next generation of blockbuster drugs to absorb key patent expirations. With more than 50 compounds in over 40 different disease areas currently in development at Bristol Myers Squibb, this is exactly what the company has been doing for years now.</p>\n<p>As a result, analysts are projecting that Bristol Myers Squibb will be able to generate 6% annual earnings growth through the next five years.</p>\n<p>Yield-hungry investors can buy Bristol Myers Squibb's market-crushing 3.5% yield at a ridiculously cheap forward P/E ratio of 7.9, which is what makes the stock a buy for those looking to hedge against inflation.</p>\n<h2>3. AbbVie</h2>\n<p>Finally, a Buffett stock that'd also be a good fit for income investors is <b>AbbVie</b> (NYSE:ABBV). Berkshire currently holds about $1.9 billion worth of AbbVie stock.</p>\n<p>It's well known at this point that the biopharmaceutical's top-selling drug in the world, Humira, will be facing intense biosimilar competition in the U.S. beginning in 2023. Even though the immunology drug's U.S. sales made up 31% of AbbVie's $41.24 billion total year-to-date sales, the company's pipeline should be able to stabilize and grow its net revenue beyond 2023.</p>\n<p>AbbVie has 54 compounds in various stages of clinical trials, which is why analysts are forecasting that the stock will grow its adjusted EPS 4.5% annually in the next five years.</p>\n<p>AbbVie's massive 4.4% dividend yield can be picked up at a forward P/E ratio of only 9.3. This is an attractive valuation for a stock with the ability to fight off inflation with healthy dividend hikes.</p>","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 Best Buffett Stocks to Buy for the Long Haul</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 Best Buffett Stocks to Buy for the Long Haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:10 GMT+8 <a href=https://www.fool.com/investing/2021/12/24/3-best-buffett-stocks-to-buy-for-the-long-haul/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since Warren Buffett took full control of Berkshire Hathaway in 1965, it became a diversified holding company with investments in publicly traded companies totaling nearly $345 billion at the time of ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/3-best-buffett-stocks-to-buy-for-the-long-haul/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","ABBV":"艾伯维公司","BMY":"施贵宝"},"source_url":"https://www.fool.com/investing/2021/12/24/3-best-buffett-stocks-to-buy-for-the-long-haul/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193917872","content_text":"Since Warren Buffett took full control of Berkshire Hathaway in 1965, it became a diversified holding company with investments in publicly traded companies totaling nearly $345 billion at the time of writing.\nThe Oracle of Omaha's reputation of buying the highest quality businesses means that many individual investors could also benefit from adding these stocks to their portfolios. Here are three healthcare stocks that Buffett owns, which you may also want to consider buying and holding for the long run.\n1. Johnson & Johnson\nThe first pharma stock within Berkshire's portfolio to contemplate purchasing is Johnson & Johnson (NYSE:JNJ). While the stock is one of Buffett's smallest holdings, valued at just under $55 million, this doesn't take away from its 59 consecutive years of dividend increases that make the stock a Dividend King.\nJ&J will be spinning off its slower-growing and less profitable consumer health segment in the next 18 to 24 months, which should allow the company to focus on its faster-growing, more profitable pharmaceutical segment.\nJ&J has a strong existing drug portfolio, which should be able to make up for the upcoming 2025 to 2026 patent expirations for its top-selling drug known, Stelara. Year to date, the immunology drug made up just 9.9% of J&J's $69 billion in net sales.\nThese drugs include the immunology blockbuster Tremfya, which received its first of three U.S. Food and Drug Administration (FDA) approvals to date in July 2017. Another drug that was recently approved by the FDA was the oncology blockbuster called Darzalex, which received its first of nine FDA approvals to date in November 2015. These two drugs have grown their year-to-date revenue at high-40% clips year over year and should remain under patent most of this decade.\nJ&J's enviable existing drug portfolio and its nearly four dozen indications in late-stage clinical trials explain why analysts anticipate that the stock will deliver 8% annual non-GAAP (adjusted) earnings per share (EPS) growth over the next five years.\nIncome investors can scoop up J&J's 2.5% dividend yield at a forward P/E ratio of just 16.2 times, which makes the steady healthcare stock a great buy for the long term.\n2. Bristol Myers Squibb\nAnother Buffett stock that could be a great fit in your portfolio is Bristol Myers Squibb (NYSE:BMY). Berkshire's Bristol Myers Squibb stake totals nearly $1.4 billion, making it one of the largest healthcare holdings in Berkshire's portfolio.\nBristol Myers Squibb's oncology blockbusters Revlimid and Opdivo and the anticoagulant blockbuster co-owned with Pfizer (NYSE:PFE) named Eliquis each face patent expirations later this decade. While looming patent expirations on three drugs that account for approximately two-thirds of your company's total revenue sounds frightening, this is nothing new; it's just the nature of Bristol Myers Squibb's industry.\nWhat matters most is that a company is proactive in developing and acquiring its next generation of blockbuster drugs to absorb key patent expirations. With more than 50 compounds in over 40 different disease areas currently in development at Bristol Myers Squibb, this is exactly what the company has been doing for years now.\nAs a result, analysts are projecting that Bristol Myers Squibb will be able to generate 6% annual earnings growth through the next five years.\nYield-hungry investors can buy Bristol Myers Squibb's market-crushing 3.5% yield at a ridiculously cheap forward P/E ratio of 7.9, which is what makes the stock a buy for those looking to hedge against inflation.\n3. AbbVie\nFinally, a Buffett stock that'd also be a good fit for income investors is AbbVie (NYSE:ABBV). Berkshire currently holds about $1.9 billion worth of AbbVie stock.\nIt's well known at this point that the biopharmaceutical's top-selling drug in the world, Humira, will be facing intense biosimilar competition in the U.S. beginning in 2023. Even though the immunology drug's U.S. sales made up 31% of AbbVie's $41.24 billion total year-to-date sales, the company's pipeline should be able to stabilize and grow its net revenue beyond 2023.\nAbbVie has 54 compounds in various stages of clinical trials, which is why analysts are forecasting that the stock will grow its adjusted EPS 4.5% annually in the next five years.\nAbbVie's massive 4.4% dividend yield can be picked up at a forward P/E ratio of only 9.3. This is an attractive valuation for a stock with the ability to fight off inflation with healthy dividend hikes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995728752,"gmtCreate":1661521808078,"gmtModify":1676536534334,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995728752","repostId":"2262954967","repostType":4,"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995728513,"gmtCreate":1661521792435,"gmtModify":1676536534330,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"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/9995728513","repostId":"1150012863","repostType":4,"repost":{"id":"1150012863","pubTimestamp":1661515718,"share":"https://ttm.financial/m/news/1150012863?lang=&edition=fundamental","pubTime":"2022-08-26 20:08","market":"us","language":"en","title":"China and U.S Sign Agreement on Audit Dispute","url":"https://stock-news.laohu8.com/highlight/detail?id=1150012863","media":"PCAOB","summary":"FACT SHEET: CHINA AGREEMENTStatement of Protocol Marks First Step Toward Complete Access for PCAOB t","content":"<html><head></head><body><p><b>FACT SHEET: CHINA AGREEMENT</b></p><p>Statement of Protocol Marks First Step Toward Complete Access for PCAOB to Select, Inspect and Investigate in China</p><p>Washington, Aug. 26, 2022</p><p>On August 26, 2022, the Public Company Accounting Oversight Board (PCAOB) signed a Statement of Protocol with the China Securities Regulatory Commission and the Ministry of Finance of the People's Republic of China, taking the first step toward opening access for the PCAOB to inspect and investigate registered public accounting firms headquartered in mainland China and Hong Kong completely, consistent with U.S law.</p><p><b>Three Keys to Complete Access</b></p><p><b>This is the most detailed and prescriptive agreement the PCAOB has ever reached with China. Itincludes three provisions that, if abided by, would grant the PCAOB complete access for the first time:</b></p><ol><li><b>The PCAOB has sole discretion to select the firms, audit engagements and potential violations it inspects and investigates – without consultation with, nor input from, Chinese authorities.</b></li><li><b>Procedures are in place for PCAOB inspectors and investigators to view complete audit work papers with all information included and for the PCAOB to retain information as needed.</b></li><li><b>The PCAOB has direct access to interview and take testimony from all personnel associated with the audits the PCAOB inspects or investigates.</b></li></ol><p><b>Only a First Step</b></p><ul><li><b>While significant, the Statement of Protocol is only a first step. The real test comes next, as the PCAOB prepares to have inspectors on the ground by mid-September and begin conducting on-site inspections and investigations of firms headquartered in mainland China and Hong Kong.</b></li><li><b>Whether the PCAOB can make a determination that China is no longer obstructing access depends on whether China abides by this agreement and allows for full and timely access to information.</b></li><li><b>The Holding Foreign Companies Accountable Act is clear that the PCAOB must be able to inspect and investigate “completely,” and the PCAOB will demand the complete access the law requires.</b></li></ul><p><b><i>Additional Background:</i></b> The PCAOB inspects and investigates registered public accounting firms in more than 50 jurisdictions around the world, consistent with its mandate under the Sarbanes-Oxley Act. But, for more than a decade, the PCAOB’s access to inspect and investigate registered public accounting firms in mainland China and Hong Kong has been obstructed.</p><p>In 2020, Congress passed the Holding Foreign Companies Accountable Act (HFCAA). Under the HFCAA, beginning with 2021, after three consecutive years of PCAOB determinations that positions taken by authorities in the People's Republic of China (PRC) obstructed the PCAOB’s ability to inspect and investigate registered public accounting firms in mainland China and Hong Kong completely, the companies audited by those firms would be subject to a trading prohibition on U.S. markets. Such a trading prohibition would be carried out by the Securities and Exchange Commission (SEC) and would apply to companies the SEC identifies as having used registered public accounting firms in mainland China and Hong Kong for three consecutive years.</p><p>In 2021, the PCAOB made determinations that the positions taken by PRC authorities prevented the PCAOB from inspecting and investigating in mainland China and Hong Kong completely.</p><p>The PCAOB is now required to reassess its determinations by the end of 2022.</p></body></html>","source":"lsy1661516930868","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>China and U.S Sign Agreement on Audit Dispute</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\">\nChina and U.S Sign Agreement on Audit Dispute\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 20:08 GMT+8 <a href=https://pcaobus.org/news-events/news-releases/news-release-detail/fact-sheet-china-agreement><strong>PCAOB</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FACT SHEET: CHINA AGREEMENTStatement of Protocol Marks First Step Toward Complete Access for PCAOB to Select, Inspect and Investigate in ChinaWashington, Aug. 26, 2022On August 26, 2022, the Public ...</p>\n\n<a href=\"https://pcaobus.org/news-events/news-releases/news-release-detail/fact-sheet-china-agreement\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","JD":"京东","XPEV":"小鹏汽车","BABA":"阿里巴巴","BEKE":"贝壳","NIO":"蔚来","BILI":"哔哩哔哩","PDD":"拼多多","BIDU":"百度","NTES":"网易"},"source_url":"https://pcaobus.org/news-events/news-releases/news-release-detail/fact-sheet-china-agreement","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150012863","content_text":"FACT SHEET: CHINA AGREEMENTStatement of Protocol Marks First Step Toward Complete Access for PCAOB to Select, Inspect and Investigate in ChinaWashington, Aug. 26, 2022On August 26, 2022, the Public Company Accounting Oversight Board (PCAOB) signed a Statement of Protocol with the China Securities Regulatory Commission and the Ministry of Finance of the People's Republic of China, taking the first step toward opening access for the PCAOB to inspect and investigate registered public accounting firms headquartered in mainland China and Hong Kong completely, consistent with U.S law.Three Keys to Complete AccessThis is the most detailed and prescriptive agreement the PCAOB has ever reached with China. Itincludes three provisions that, if abided by, would grant the PCAOB complete access for the first time:The PCAOB has sole discretion to select the firms, audit engagements and potential violations it inspects and investigates – without consultation with, nor input from, Chinese authorities.Procedures are in place for PCAOB inspectors and investigators to view complete audit work papers with all information included and for the PCAOB to retain information as needed.The PCAOB has direct access to interview and take testimony from all personnel associated with the audits the PCAOB inspects or investigates.Only a First StepWhile significant, the Statement of Protocol is only a first step. The real test comes next, as the PCAOB prepares to have inspectors on the ground by mid-September and begin conducting on-site inspections and investigations of firms headquartered in mainland China and Hong Kong.Whether the PCAOB can make a determination that China is no longer obstructing access depends on whether China abides by this agreement and allows for full and timely access to information.The Holding Foreign Companies Accountable Act is clear that the PCAOB must be able to inspect and investigate “completely,” and the PCAOB will demand the complete access the law requires.Additional Background: The PCAOB inspects and investigates registered public accounting firms in more than 50 jurisdictions around the world, consistent with its mandate under the Sarbanes-Oxley Act. But, for more than a decade, the PCAOB’s access to inspect and investigate registered public accounting firms in mainland China and Hong Kong has been obstructed.In 2020, Congress passed the Holding Foreign Companies Accountable Act (HFCAA). Under the HFCAA, beginning with 2021, after three consecutive years of PCAOB determinations that positions taken by authorities in the People's Republic of China (PRC) obstructed the PCAOB’s ability to inspect and investigate registered public accounting firms in mainland China and Hong Kong completely, the companies audited by those firms would be subject to a trading prohibition on U.S. markets. Such a trading prohibition would be carried out by the Securities and Exchange Commission (SEC) and would apply to companies the SEC identifies as having used registered public accounting firms in mainland China and Hong Kong for three consecutive years.In 2021, the PCAOB made determinations that the positions taken by PRC authorities prevented the PCAOB from inspecting and investigating in mainland China and Hong Kong completely.The PCAOB is now required to reassess its determinations by the end of 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996640384,"gmtCreate":1661168353750,"gmtModify":1676536465489,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"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/9996640384","repostId":"2261548630","repostType":2,"repost":{"id":"2261548630","pubTimestamp":1661167416,"share":"https://ttm.financial/m/news/2261548630?lang=&edition=fundamental","pubTime":"2022-08-22 19:23","market":"us","language":"en","title":"Don't Panic Over Sea Limited Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2261548630","media":"Motley Fool","summary":"Sea Limited has lost steam following the pandemic.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Growth is slowing now that the pandemic is easing.</li><li>Sea's aggressive spending is causing huge cash losses.</li><li>A strong balance sheet can support Sea, which still can have a bright future.</li></ul><p>Singapore-based conglomerate <b>Sea Limited</b> was a pandemic hero, soaring more than 900% from early 2020 to late 2021.</p><p>But investors now fear the stock has become a zero after shares have fallen just over 80% from their peak. Volatility like that is extreme, and it's understandable if investors are riding a roller coaster of emotions. But don't panic; here is why Sea Limited should be fine over the long term.</p><p><b>Coming down from the pandemic highs</b></p><p>Sea Limited is a conglomerate built from a collection of three primary businesses. It has an e-commerce business called Shopee, which is the largest e-commerce retailer by traffic in Southeast Asia. Sea also has a gaming division called Garena; its mobile-game <i>Free Fire</i> has been among the most-downloaded games in the world for the past three years. Lastly, Sea has a digital wallet segment called SeaMoney with 52.7 million active users.</p><p>The company operates primarily in Southeast Asia, one of the world's most internet-affluent populations. The average person in the region spends eight hours on the internet daily, and roughly half of the region's 670 million population is under 30. COVID-19 and the lockdowns during the pandemic were massive tailwinds that caused Sea's business to grow:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c715757cf7cab3f2fc52fe0f7b8976a\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>SE Revenue (TTM) data by YCharts.</span></p><p>But now, the company's growth is falling; CEO Forrest Li pointed to a mix of economic uncertainty, a strong U.S. dollar, and ongoing reopening trends as new challenges to the business. Sea's Garena division, its profit engine, has seen paying users decline since late 2021.</p><p>That trend continued in the second quarter of 2022; active users fell 15% year over year, and paying users fell 39%. In other words, people are not gaming as much as when lockdowns forced them to stay in their homes.</p><p><b>Putting out the cash-burning fire</b></p><p>Garena's struggles have turned Sea from a cash printer to a cash burner, and free cash flow has plunged into negative territory over the past year. Investors should note that Sea Limited has spent a lot of money to grow its business, including taking on Latin America with its Shopee business. Free cash flow has dried up, but you can see below that the gross profit margin has remained stable, signaling that the core business is still as profitable as before.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbaba3d0aa2a0719fd9cac37e9e1759a\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>SE Free Cash Flow data by YCharts.</span></p><p>The company can slow its cash burn by cutting back on some of its sales and marketing expenses, which total $4.2 billion over the past year, more than a third of total revenue. Forrest Li even hinted at such in the Q2 earnings call, noting that Sea will be more tightly managing operating expenses and specifically named sales and marketing among the focus areas.</p><p><b>A financial safety net</b></p><p>In the meantime, Sea has plenty of cash to sustain itself in the short and long term. Sometimes being lucky is better than being good; the company had a very well-timed $6.3 billion capital raise, issuing stock when shares were trading at high prices last September. Management probably didn't know the stock price would collapse, but a high share price is typically a great time to raise money.</p><p>Sea now has $7.8 billion in cash and short-term investments, enough money to last the business for a while, assuming its losses don't dramatically increase beyond the $1.4 billion burned over the past year.</p><p>The financials around Shopee and SeaMoney could improve as they grow, and management's comments about reining in spending should help stabilize losses in the meantime. Sea Limited remains a market leader in Southeast Asia, so it's reasonable to expect the company to continue growing in the future. Short-term hiccups? Sure, but investors shouldn't count out Sea Limited anytime soon.</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>Don't Panic Over Sea Limited Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't Panic Over Sea Limited Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 19:23 GMT+8 <a href=https://www.fool.com/investing/2022/08/22/dont-panic-over-sea-limited-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSGrowth is slowing now that the pandemic is easing.Sea's aggressive spending is causing huge cash losses.A strong balance sheet can support Sea, which still can have a bright future.Singapore...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/22/dont-panic-over-sea-limited-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/08/22/dont-panic-over-sea-limited-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261548630","content_text":"KEY POINTSGrowth is slowing now that the pandemic is easing.Sea's aggressive spending is causing huge cash losses.A strong balance sheet can support Sea, which still can have a bright future.Singapore-based conglomerate Sea Limited was a pandemic hero, soaring more than 900% from early 2020 to late 2021.But investors now fear the stock has become a zero after shares have fallen just over 80% from their peak. Volatility like that is extreme, and it's understandable if investors are riding a roller coaster of emotions. But don't panic; here is why Sea Limited should be fine over the long term.Coming down from the pandemic highsSea Limited is a conglomerate built from a collection of three primary businesses. It has an e-commerce business called Shopee, which is the largest e-commerce retailer by traffic in Southeast Asia. Sea also has a gaming division called Garena; its mobile-game Free Fire has been among the most-downloaded games in the world for the past three years. Lastly, Sea has a digital wallet segment called SeaMoney with 52.7 million active users.The company operates primarily in Southeast Asia, one of the world's most internet-affluent populations. The average person in the region spends eight hours on the internet daily, and roughly half of the region's 670 million population is under 30. COVID-19 and the lockdowns during the pandemic were massive tailwinds that caused Sea's business to grow:SE Revenue (TTM) data by YCharts.But now, the company's growth is falling; CEO Forrest Li pointed to a mix of economic uncertainty, a strong U.S. dollar, and ongoing reopening trends as new challenges to the business. Sea's Garena division, its profit engine, has seen paying users decline since late 2021.That trend continued in the second quarter of 2022; active users fell 15% year over year, and paying users fell 39%. In other words, people are not gaming as much as when lockdowns forced them to stay in their homes.Putting out the cash-burning fireGarena's struggles have turned Sea from a cash printer to a cash burner, and free cash flow has plunged into negative territory over the past year. Investors should note that Sea Limited has spent a lot of money to grow its business, including taking on Latin America with its Shopee business. Free cash flow has dried up, but you can see below that the gross profit margin has remained stable, signaling that the core business is still as profitable as before.SE Free Cash Flow data by YCharts.The company can slow its cash burn by cutting back on some of its sales and marketing expenses, which total $4.2 billion over the past year, more than a third of total revenue. Forrest Li even hinted at such in the Q2 earnings call, noting that Sea will be more tightly managing operating expenses and specifically named sales and marketing among the focus areas.A financial safety netIn the meantime, Sea has plenty of cash to sustain itself in the short and long term. Sometimes being lucky is better than being good; the company had a very well-timed $6.3 billion capital raise, issuing stock when shares were trading at high prices last September. Management probably didn't know the stock price would collapse, but a high share price is typically a great time to raise money.Sea now has $7.8 billion in cash and short-term investments, enough money to last the business for a while, assuming its losses don't dramatically increase beyond the $1.4 billion burned over the past year.The financials around Shopee and SeaMoney could improve as they grow, and management's comments about reining in spending should help stabilize losses in the meantime. Sea Limited remains a market leader in Southeast Asia, so it's reasonable to expect the company to continue growing in the future. Short-term hiccups? Sure, but investors shouldn't count out Sea Limited anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993157934,"gmtCreate":1660652932530,"gmtModify":1676536372365,"author":{"id":"4098747592561990","authorId":"4098747592561990","name":"Super8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098747592561990","idStr":"4098747592561990"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993157934","repostId":"1138006464","repostType":2,"repost":{"id":"1138006464","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":1660650988,"share":"https://ttm.financial/m/news/1138006464?lang=&edition=fundamental","pubTime":"2022-08-16 19:56","market":"us","language":"en","title":"Pre-Bell|Futures Tick Lower as Retail Earnings Kick Off; Walmart Rallied 3.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138006464","media":"Tiger Newspress","summary":"U.S. stock index futures inched lower on Tuesday as investors assessed results from retailers Walmar","content":"<html><head></head><body><p>U.S. stock index futures inched lower on Tuesday as investors assessed results from retailers Walmart and Home Depot, while signs of a slowing global economy continued to keep investors on edge.</p><h2><b>Market Snapshot</b></h2><p>At 07:53 a.m. ET, Dow e-minis were down 3 points, or 0.01%, S&P 500 e-minis were down 2.75 points, or 0.06%, and Nasdaq 100 e-minis were down 9.25 points, or 0.07%.<img src=\"https://static.tigerbbs.com/5fa5137b0d1909bb981b804ae30b9a86\" tg-width=\"433\" tg-height=\"184\" width=\"100%\" height=\"auto\"/></p><h2><b>Pre-Market Movers</b></h2><p>Home Depot(HD) – Home Depot reported a quarterly profit of $5.05 per share, 11 cents above estimates, with revenue and comparable store sales also topping Street forecasts. However, the number of customer transactions fell during the quarter. Home Depot moved between gains and losses in premarket trading.</p><p>Walmart(WMT) – Walmart rallied 3.4% in premarket trading after reporting better-than-expected top and bottom line results for the second quarter. Comparable store sales also beat estimates, and Walmart projects adjusted earnings will fall slightly less this year than previously thought.</p><p>Masimo(MASI) – Masimo gained 2.3% in premarket action after activist investor Politan Capital Management took a 9% stake in the medical technology company. Politan plans to push Masimo to take actions that improve its stock price.</p><p>Philips(PHG) – Philips shares were up 2.6% in the premarket after the Dutch health technology company announced that CEO Frans van Houten will leave that job on October 15. He’ll be replaced by Roy Jakobs, who currently heads the company’s Connected Care unit.</p><p>BHP(BHP) – BHP stock gained 3% in premarket action after the world’s biggest mining company reported its highest annual profit in 11 years. BHP’s results were boosted by higher prices for coal and other commodities.</p><p>Ally Financial(ALLY) – Ally Financial rallied 5.5% in premarket trading after Berkshire Hathaway’s latest 13F filings showed that Warren Buffett’s firm tripled its stake in the online banking company during the second quarter.</p><p>Nu Holdings(NU) – Nu Holdings shares leaped 13.5% in the premarket after the Warren Buffett-backed digital banking company reported quarterly revenue that more than doubled from a year earlier.</p><p>ThredUp(TDUP) – ThredUp gained 3.3% in premarket trading after the online apparel resale platform reported better-than-expected quarterly revenue and a 29% increase in active buyers.</p><p>ZipRecruiter(ZIP) – The online employment website operator posted second-quarter results that were better than expected on continued labor market growth. However, the stock slid 6.2% in the premarket after the company said employers were starting to pull back on job postings as the quarter came to a close.</p><h2><b>Market News</b></h2><p><b>Walmart Sticks with Second-Half Outlook after Earnings Beat Expectations</b></p><p>Walmarton Tuesday said sales grew more than 8%, but profits tightened in the fiscal second quarter, as consumers turned to the discounter for groceries and essentials.</p><p>The retailer’s results surpassed analysts’ expectations, butechoed its profit warning last month, when Walmart said inflation-pinched shoppers were buying less high-margin discretionary merchandise like apparel as they spent more on necessities.</p><p><b>Sea Quarterly Revenue Miss Estimates, Suspending E-Commerce GAAP Revenue Guidance for the Full Year</b></p><p>Sea (NYSE:SE) reported quarterly losses of $(1.03) per share which beat the analyst consensus estimate of $(1.21) by 14.88 percent. This is a 68.85 percent decrease over losses of $(0.61) per share from the same period last year. </p><p>The company reported quarterly sales of $2.90 billion which missed the analyst consensus estimate of $2.97 billion by 2.36 percent. This is a 27.14 percent increase over sales of $2.28 billion the same period last year.</p><p><b>Home Depot Beats Quarterly Sales Estimates</b></p><p>Home Depot Inc reported quarterly comparable sales above Wall Street estimates on Tuesday on steady demand for home-improvement goods from professional builders and handymen.</p><p>Analysts have said demand from home-improvement professionals has been strong, even as do-it-yourself customers are reining in their spending, due to a healthy pipeline of remodeling work.</p><p><b>Tencent Plans to Divest $24 Bln Meituan Stake</b></p><p>China's <a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a> plans to sell all or a bulk of its $24 billion stake in food delivery firm <a href=\"https://laohu8.com/S/03690\">Meituan </a> to placate domestic regulators and monetise an eight-year-old investment, four sources with knowledge of the matter said.</p><p>Tencent, which owns 17% of Meituan, has been engaging with financial advisers in recent months to work out how to execute a potentially large sale of its Meituan stake, said three of the sources.</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>Pre-Bell|Futures Tick Lower as Retail Earnings Kick Off; Walmart Rallied 3.4%</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\">\nPre-Bell|Futures Tick Lower as Retail Earnings Kick Off; Walmart Rallied 3.4%\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\">2022-08-16 19:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures inched lower on Tuesday as investors assessed results from retailers Walmart and Home Depot, while signs of a slowing global economy continued to keep investors on edge.</p><h2><b>Market Snapshot</b></h2><p>At 07:53 a.m. ET, Dow e-minis were down 3 points, or 0.01%, S&P 500 e-minis were down 2.75 points, or 0.06%, and Nasdaq 100 e-minis were down 9.25 points, or 0.07%.<img src=\"https://static.tigerbbs.com/5fa5137b0d1909bb981b804ae30b9a86\" tg-width=\"433\" tg-height=\"184\" width=\"100%\" height=\"auto\"/></p><h2><b>Pre-Market Movers</b></h2><p>Home Depot(HD) – Home Depot reported a quarterly profit of $5.05 per share, 11 cents above estimates, with revenue and comparable store sales also topping Street forecasts. However, the number of customer transactions fell during the quarter. Home Depot moved between gains and losses in premarket trading.</p><p>Walmart(WMT) – Walmart rallied 3.4% in premarket trading after reporting better-than-expected top and bottom line results for the second quarter. Comparable store sales also beat estimates, and Walmart projects adjusted earnings will fall slightly less this year than previously thought.</p><p>Masimo(MASI) – Masimo gained 2.3% in premarket action after activist investor Politan Capital Management took a 9% stake in the medical technology company. Politan plans to push Masimo to take actions that improve its stock price.</p><p>Philips(PHG) – Philips shares were up 2.6% in the premarket after the Dutch health technology company announced that CEO Frans van Houten will leave that job on October 15. He’ll be replaced by Roy Jakobs, who currently heads the company’s Connected Care unit.</p><p>BHP(BHP) – BHP stock gained 3% in premarket action after the world’s biggest mining company reported its highest annual profit in 11 years. BHP’s results were boosted by higher prices for coal and other commodities.</p><p>Ally Financial(ALLY) – Ally Financial rallied 5.5% in premarket trading after Berkshire Hathaway’s latest 13F filings showed that Warren Buffett’s firm tripled its stake in the online banking company during the second quarter.</p><p>Nu Holdings(NU) – Nu Holdings shares leaped 13.5% in the premarket after the Warren Buffett-backed digital banking company reported quarterly revenue that more than doubled from a year earlier.</p><p>ThredUp(TDUP) – ThredUp gained 3.3% in premarket trading after the online apparel resale platform reported better-than-expected quarterly revenue and a 29% increase in active buyers.</p><p>ZipRecruiter(ZIP) – The online employment website operator posted second-quarter results that were better than expected on continued labor market growth. However, the stock slid 6.2% in the premarket after the company said employers were starting to pull back on job postings as the quarter came to a close.</p><h2><b>Market News</b></h2><p><b>Walmart Sticks with Second-Half Outlook after Earnings Beat Expectations</b></p><p>Walmarton Tuesday said sales grew more than 8%, but profits tightened in the fiscal second quarter, as consumers turned to the discounter for groceries and essentials.</p><p>The retailer’s results surpassed analysts’ expectations, butechoed its profit warning last month, when Walmart said inflation-pinched shoppers were buying less high-margin discretionary merchandise like apparel as they spent more on necessities.</p><p><b>Sea Quarterly Revenue Miss Estimates, Suspending E-Commerce GAAP Revenue Guidance for the Full Year</b></p><p>Sea (NYSE:SE) reported quarterly losses of $(1.03) per share which beat the analyst consensus estimate of $(1.21) by 14.88 percent. This is a 68.85 percent decrease over losses of $(0.61) per share from the same period last year. </p><p>The company reported quarterly sales of $2.90 billion which missed the analyst consensus estimate of $2.97 billion by 2.36 percent. This is a 27.14 percent increase over sales of $2.28 billion the same period last year.</p><p><b>Home Depot Beats Quarterly Sales Estimates</b></p><p>Home Depot Inc reported quarterly comparable sales above Wall Street estimates on Tuesday on steady demand for home-improvement goods from professional builders and handymen.</p><p>Analysts have said demand from home-improvement professionals has been strong, even as do-it-yourself customers are reining in their spending, due to a healthy pipeline of remodeling work.</p><p><b>Tencent Plans to Divest $24 Bln Meituan Stake</b></p><p>China's <a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a> plans to sell all or a bulk of its $24 billion stake in food delivery firm <a href=\"https://laohu8.com/S/03690\">Meituan </a> to placate domestic regulators and monetise an eight-year-old investment, four sources with knowledge of the matter said.</p><p>Tencent, which owns 17% of Meituan, has been engaging with financial advisers in recent months to work out how to execute a potentially large sale of its Meituan stake, said three of the sources.</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":"1138006464","content_text":"U.S. stock index futures inched lower on Tuesday as investors assessed results from retailers Walmart and Home Depot, while signs of a slowing global economy continued to keep investors on edge.Market SnapshotAt 07:53 a.m. ET, Dow e-minis were down 3 points, or 0.01%, S&P 500 e-minis were down 2.75 points, or 0.06%, and Nasdaq 100 e-minis were down 9.25 points, or 0.07%.Pre-Market MoversHome Depot(HD) – Home Depot reported a quarterly profit of $5.05 per share, 11 cents above estimates, with revenue and comparable store sales also topping Street forecasts. However, the number of customer transactions fell during the quarter. Home Depot moved between gains and losses in premarket trading.Walmart(WMT) – Walmart rallied 3.4% in premarket trading after reporting better-than-expected top and bottom line results for the second quarter. Comparable store sales also beat estimates, and Walmart projects adjusted earnings will fall slightly less this year than previously thought.Masimo(MASI) – Masimo gained 2.3% in premarket action after activist investor Politan Capital Management took a 9% stake in the medical technology company. Politan plans to push Masimo to take actions that improve its stock price.Philips(PHG) – Philips shares were up 2.6% in the premarket after the Dutch health technology company announced that CEO Frans van Houten will leave that job on October 15. He’ll be replaced by Roy Jakobs, who currently heads the company’s Connected Care unit.BHP(BHP) – BHP stock gained 3% in premarket action after the world’s biggest mining company reported its highest annual profit in 11 years. BHP’s results were boosted by higher prices for coal and other commodities.Ally Financial(ALLY) – Ally Financial rallied 5.5% in premarket trading after Berkshire Hathaway’s latest 13F filings showed that Warren Buffett’s firm tripled its stake in the online banking company during the second quarter.Nu Holdings(NU) – Nu Holdings shares leaped 13.5% in the premarket after the Warren Buffett-backed digital banking company reported quarterly revenue that more than doubled from a year earlier.ThredUp(TDUP) – ThredUp gained 3.3% in premarket trading after the online apparel resale platform reported better-than-expected quarterly revenue and a 29% increase in active buyers.ZipRecruiter(ZIP) – The online employment website operator posted second-quarter results that were better than expected on continued labor market growth. However, the stock slid 6.2% in the premarket after the company said employers were starting to pull back on job postings as the quarter came to a close.Market NewsWalmart Sticks with Second-Half Outlook after Earnings Beat ExpectationsWalmarton Tuesday said sales grew more than 8%, but profits tightened in the fiscal second quarter, as consumers turned to the discounter for groceries and essentials.The retailer’s results surpassed analysts’ expectations, butechoed its profit warning last month, when Walmart said inflation-pinched shoppers were buying less high-margin discretionary merchandise like apparel as they spent more on necessities.Sea Quarterly Revenue Miss Estimates, Suspending E-Commerce GAAP Revenue Guidance for the Full YearSea (NYSE:SE) reported quarterly losses of $(1.03) per share which beat the analyst consensus estimate of $(1.21) by 14.88 percent. This is a 68.85 percent decrease over losses of $(0.61) per share from the same period last year. The company reported quarterly sales of $2.90 billion which missed the analyst consensus estimate of $2.97 billion by 2.36 percent. This is a 27.14 percent increase over sales of $2.28 billion the same period last year.Home Depot Beats Quarterly Sales EstimatesHome Depot Inc reported quarterly comparable sales above Wall Street estimates on Tuesday on steady demand for home-improvement goods from professional builders and handymen.Analysts have said demand from home-improvement professionals has been strong, even as do-it-yourself customers are reining in their spending, due to a healthy pipeline of remodeling work.Tencent Plans to Divest $24 Bln Meituan StakeChina's Tencent Holdings plans to sell all or a bulk of its $24 billion stake in food delivery firm Meituan to placate domestic regulators and monetise an eight-year-old investment, four sources with knowledge of the matter said.Tencent, which owns 17% of Meituan, has been engaging with financial advisers in recent months to work out how to execute a potentially large sale of its Meituan stake, said three of the sources.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}