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SpaceChizu
06-28
[Anger] [Anger] [Anger] [Anger]
SpaceChizu
06-28
Great article, would you like to share it?
@TigerEvents:[10th Anniv] Discover exciting features & win a US$1,010 reward!
SpaceChizu
06-16
Hoping Tiger continues to grow the next 10 years! and extends into cryptocurrency trading
SpaceChizu
01-14
Good morning fellow gamers[Happy] [Happy]
SpaceChizu
01-13
Yes yes yes [Sly] [Sly] [Sly]
SpaceChizu
01-12
My valid post[Duh] [Duh] [Duh]
SpaceChizu
01-11
[Smug] [Smug] [Smug] [Smug] [Smug]
SpaceChizu
01-10
Play play play[Cool] [Cool] [Cool] [Cool]
SpaceChizu
01-09
Valid post for game[Speechless] [Speechless] [Speechless]
SpaceChizu
01-08
Valid post[Anger] [Anger] [What]
SpaceChizu
01-07
For the dailies [Cool] [Cool] [Cool] [Cool]
SpaceChizu
01-06
[Allin] [Allin] [Allin] [Allin] [Allin]
SpaceChizu
01-05
[Angry] [Angry] [Angry] [Angry] [Angry]
SpaceChizu
01-04
For the daily gameplay
SpaceChizu
01-03
[Eye] [Eye] [Eye] [Eye] [Eye] [USD] [USD] [Allin]
SpaceChizu
01-02
[Surprised] [Grin] [Tongue] [Anger] [Speechless]
SpaceChizu
01-01
[Miser] [Miser] [Miser] [Miser]
SpaceChizu
2023-12-31
Tiger Tycoon
Find out more here:
Tiger Tycoon
Get ready to WIN up to $888!
Tiger Tycoon
SpaceChizu
2023-12-31
💯💯💯💯💯💯💯
SpaceChizu
2023-12-30
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Go to Tiger App to see more news
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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":1646780725,"share":"https://ttm.financial/m/news/2218403389?lang=&edition=fundamental","pubTime":"2022-03-09 07:05","market":"us","language":"en","title":"US STOCKS-Wall St Ends down in Rocky Session as U.S. Bans Russian Oil Imports","url":"https://stock-news.laohu8.com/highlight/detail?id=2218403389","media":"Reuters","summary":"Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imp","content":"<html><head></head><body><p>Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imports over the invasion.</p><p>Losses accelerated into the end of Tuesday's up-and-down session, a day after steep declines that saw the tech-heavy Nasdaq confirm it was in a bear market. The benchmark S&P 500 fell for a fourth straight session.</p><p>U.S. President Joe Biden announced the ban on Russian oil and other energy imports, underscoring strong bipartisan support for a move that he acknowledged would drive up U.S. energy prices, while Britain said it would phase out imports of Russian oil and oil products by the end of 2022.</p><p>"I think it is just investors trying to probe whether it is worth buying the dips and we had a real big <a href=\"https://laohu8.com/S/AONE.U\">one</a> yesterday," said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. "Anytime that the buying seems to get a little out of hand on the upside there seems to be willing sellers coming in."</p><p>“To me, it’s a trader’s market and people looking for very short-term momentum shifts to trade,” Carlson said.</p><p>The Dow Jones Industrial Average fell 184.74 points, or 0.56%, to 32,632.64, the S&P 500 lost 30.39 points, or 0.72%, to 4,170.7 and the Nasdaq Composite dropped 35.41 points, or 0.28%, to 12,795.55.</p><p>Defensive sectors were the biggest decliners, with consumer staples falling 2.6%, healthcare dropping 2.1% and utilities down 1.6%.</p><p>Gains in megacap growth stocks, such as Tesla, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> and Alphabet, helped mitigate losses for the S&P 500.</p><p>The energy sector, a standout performer this year, continued its charge higher, rising 1.4%.</p><p>Brent crude topped $130 per barrel along with other commodities, triggering alarm over surging inflation and the impact on global economic growth. U.S. gasoline prices hit a record on Tuesday.</p><p>"There is just a lot of uncertainty right now of what the impact is going to be on the U.S. economy," said James Ragan, director of wealth management research at D.A. Davidson. "I think we will see a little pullback in the U.S. consumer. Obviously, the gasoline prices are going to cause people to pause a little bit."</p><p>Ukraine's government accused Russian forces of shelling a humanitarian corridor that Moscow, which describes its actions as a "special operation", had promised to open to let residents flee the besieged port of Mariupol.</p><p>Stocks have struggled as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Federal Reserve is expected to tighten monetary policy this year to fight inflation.</p><p>On Monday, the Nasdaq confirmed it was in a bear market, falling over 20% from its record high, while the Dow Jones Industrial Average confirmed it was in a correction as it closed more than 10% lower from its record peak.</p><p>In company news, shares of Caterpillar Inc jumped 6.8% after Jefferies upgraded the construction equipment maker's stock to "buy" from "hold" as a hedge against inflation and prospects of more investments.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.02-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.</p><p>The S&P 500 posted 18 new 52-week highs and 78 new lows; the Nasdaq Composite recorded 34 new highs and 525 new lows.</p><p>About 19 billion shares changed hands in U.S. exchanges, the most in over a year, compared with the 13.4 billion daily average over the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Ends down in Rocky Session as U.S. Bans Russian Oil Imports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Ends down in Rocky Session as U.S. Bans Russian Oil Imports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-09 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imports over the invasion.</p><p>Losses accelerated into the end of Tuesday's up-and-down session, a day after steep declines that saw the tech-heavy Nasdaq confirm it was in a bear market. The benchmark S&P 500 fell for a fourth straight session.</p><p>U.S. President Joe Biden announced the ban on Russian oil and other energy imports, underscoring strong bipartisan support for a move that he acknowledged would drive up U.S. energy prices, while Britain said it would phase out imports of Russian oil and oil products by the end of 2022.</p><p>"I think it is just investors trying to probe whether it is worth buying the dips and we had a real big <a href=\"https://laohu8.com/S/AONE.U\">one</a> yesterday," said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. "Anytime that the buying seems to get a little out of hand on the upside there seems to be willing sellers coming in."</p><p>“To me, it’s a trader’s market and people looking for very short-term momentum shifts to trade,” Carlson said.</p><p>The Dow Jones Industrial Average fell 184.74 points, or 0.56%, to 32,632.64, the S&P 500 lost 30.39 points, or 0.72%, to 4,170.7 and the Nasdaq Composite dropped 35.41 points, or 0.28%, to 12,795.55.</p><p>Defensive sectors were the biggest decliners, with consumer staples falling 2.6%, healthcare dropping 2.1% and utilities down 1.6%.</p><p>Gains in megacap growth stocks, such as Tesla, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> and Alphabet, helped mitigate losses for the S&P 500.</p><p>The energy sector, a standout performer this year, continued its charge higher, rising 1.4%.</p><p>Brent crude topped $130 per barrel along with other commodities, triggering alarm over surging inflation and the impact on global economic growth. U.S. gasoline prices hit a record on Tuesday.</p><p>"There is just a lot of uncertainty right now of what the impact is going to be on the U.S. economy," said James Ragan, director of wealth management research at D.A. Davidson. "I think we will see a little pullback in the U.S. consumer. Obviously, the gasoline prices are going to cause people to pause a little bit."</p><p>Ukraine's government accused Russian forces of shelling a humanitarian corridor that Moscow, which describes its actions as a "special operation", had promised to open to let residents flee the besieged port of Mariupol.</p><p>Stocks have struggled as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Federal Reserve is expected to tighten monetary policy this year to fight inflation.</p><p>On Monday, the Nasdaq confirmed it was in a bear market, falling over 20% from its record high, while the Dow Jones Industrial Average confirmed it was in a correction as it closed more than 10% lower from its record peak.</p><p>In company news, shares of Caterpillar Inc jumped 6.8% after Jefferies upgraded the construction equipment maker's stock to "buy" from "hold" as a hedge against inflation and prospects of more investments.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.02-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.</p><p>The S&P 500 posted 18 new 52-week highs and 78 new lows; the Nasdaq Composite recorded 34 new highs and 525 new lows.</p><p>About 19 billion shares changed hands in U.S. exchanges, the most in over a year, compared with the 13.4 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4525":"远程办公概念","BK4548":"巴美列捷福持仓","GOOG":"谷歌","BK4514":"搜索引擎"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218403389","content_text":"Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imports over the invasion.Losses accelerated into the end of Tuesday's up-and-down session, a day after steep declines that saw the tech-heavy Nasdaq confirm it was in a bear market. The benchmark S&P 500 fell for a fourth straight session.U.S. President Joe Biden announced the ban on Russian oil and other energy imports, underscoring strong bipartisan support for a move that he acknowledged would drive up U.S. energy prices, while Britain said it would phase out imports of Russian oil and oil products by the end of 2022.\"I think it is just investors trying to probe whether it is worth buying the dips and we had a real big one yesterday,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. \"Anytime that the buying seems to get a little out of hand on the upside there seems to be willing sellers coming in.\"“To me, it’s a trader’s market and people looking for very short-term momentum shifts to trade,” Carlson said.The Dow Jones Industrial Average fell 184.74 points, or 0.56%, to 32,632.64, the S&P 500 lost 30.39 points, or 0.72%, to 4,170.7 and the Nasdaq Composite dropped 35.41 points, or 0.28%, to 12,795.55.Defensive sectors were the biggest decliners, with consumer staples falling 2.6%, healthcare dropping 2.1% and utilities down 1.6%.Gains in megacap growth stocks, such as Tesla, Meta Platforms and Alphabet, helped mitigate losses for the S&P 500.The energy sector, a standout performer this year, continued its charge higher, rising 1.4%.Brent crude topped $130 per barrel along with other commodities, triggering alarm over surging inflation and the impact on global economic growth. U.S. gasoline prices hit a record on Tuesday.\"There is just a lot of uncertainty right now of what the impact is going to be on the U.S. economy,\" said James Ragan, director of wealth management research at D.A. Davidson. \"I think we will see a little pullback in the U.S. consumer. Obviously, the gasoline prices are going to cause people to pause a little bit.\"Ukraine's government accused Russian forces of shelling a humanitarian corridor that Moscow, which describes its actions as a \"special operation\", had promised to open to let residents flee the besieged port of Mariupol.Stocks have struggled as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Federal Reserve is expected to tighten monetary policy this year to fight inflation.On Monday, the Nasdaq confirmed it was in a bear market, falling over 20% from its record high, while the Dow Jones Industrial Average confirmed it was in a correction as it closed more than 10% lower from its record peak.In company news, shares of Caterpillar Inc jumped 6.8% after Jefferies upgraded the construction equipment maker's stock to \"buy\" from \"hold\" as a hedge against inflation and prospects of more investments.Declining issues outnumbered advancing ones on the NYSE by a 1.02-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.The S&P 500 posted 18 new 52-week highs and 78 new lows; the Nasdaq Composite recorded 34 new highs and 525 new lows.About 19 billion shares changed hands in U.S. exchanges, the most in over a year, compared with the 13.4 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939978065,"gmtCreate":1662047214059,"gmtModify":1676536795954,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"[Spurting] ","listText":"[Spurting] ","text":"[Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9939978065","repostId":"1117024163","repostType":4,"repost":{"id":"1117024163","pubTimestamp":1662045560,"share":"https://ttm.financial/m/news/1117024163?lang=&edition=fundamental","pubTime":"2022-09-01 23:19","market":"us","language":"en","title":"US Jobs Data Have Potential to Push Fed Toward Third Jumbo Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1117024163","media":"Bloomberg","summary":"Payrolls seen climbing 298,000; hourly wages forecast up 5.3%Data follow mostly firmer recent readin","content":"<html><head></head><body><ul><li>Payrolls seen climbing 298,000; hourly wages forecast up 5.3%</li><li>Data follow mostly firmer recent readings on labor market</li></ul><p>The hotly anticipated US jobs report has the potential to tip the scales toward a third jumbo-sized hike in interest rates later this month after a wave of data that point to a resilient consumer and high labor demand.</p><p>Friday’s report is one of the last marquee releases Fed officials will have in hand before the mid-September policy meeting to help them decipher a complex economic and inflationary puzzle.</p><p>Forecasts call for a healthy, yet more moderate 298,000 gain in August payrolls and for the unemployment rate to hold steady at 3.5%, matching the lowest in five decades. Solid wage growth is also expected amid a persistent mismatch between labor demand and supply.</p><p><img src=\"https://static.tigerbbs.com/14a5bf5d132b576d974952b7bae5f5b7\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>Such figures, in conjunction with a blowout July employment print, improving consumer sentiment figures and a surprise pickup in job openings, could be enough to push the Fed to raise borrowing costs by 75 basis points, extending the steepest interest-rate hikes in a generation to curb an inflation surge.</p><p>“In the context of all those data, this report becomes very important,” said Anna Wong, chief US economist at Bloomberg Economics. It could “put a stamp of confirmation” on the trend the other data have been showing -- that the economy is very resilient.</p><p>Fresh data out Thursday suggest demand for labor continues to be healthy. Initial applications for unemployment benefits dropped for a third week to a two-month low, according to Labor Department data.</p><p>However, any indication of much softer employment growth in Friday’s report, combined with a bigger slowdown in the Labor Department’s average hourly earnings figures, may help shift expectations toward a half-point rate hike. Still, Fed officials will need to see results of the consumer price index later this month to crystallize their views on the appropriate policy response.</p><p>Fed Chair Jerome Powell said last week the central bank’s decision later this month “will depend on the totality of the incoming data and the evolving outlook.”</p><p>One important component of the jobs report will be the pay metrics. Economists expect the report will show a 0.4% increase in average hourly earnings from a month earlier and a 5.3% rise from August 2021. The annual increase would represent a slight acceleration from the previous two months.</p><p>A slowdown in wage growth could give Fed officials some comfort by suggesting a softening in inflationary pressures, though that is not always the case, said Claudia Sahm, founder of Stay-At-Home Macro (SAHM) Consulting and a former Fed economist.</p><p>“Everything should be viewed through the lens of ‘what could this mean for inflation?’” said Sahm.</p><p>Companies have been raising pay across industries and income brackets to attract and retain workers. That’s underpinning consumer spending as Americans weather rising prices for essentials like food and rents. It also makes the Fed’s challenge of slowing down the economy to stem price gains that much more difficult.</p><p>New data from ADP Research Institute on Wednesday showed the median annual pay for those who stayed in their jobs rose 7.6% in August from a year earlier. Job switchers saw more than twice that.</p><p>Still, US companies increased headcount at a relatively sluggish pace in August with ADP reporting a 132,000 gain that was the smallest since the start of last year.</p><p>The employment report is where policy makers “probably place the highest signal value about where underlying momentum is,” said Michael Gapen, head of US economics at Bank of America Corp.</p><p>And while Friday’s report could be instrumental in pushing policy makers toward another 75 basis point hike at the conclusion of their two-day meeting on Sept. 21, there’s another big report on the horizon that the central bank will consider: the closely-watched CPI.</p><h3>Inflation Data</h3><p>Minneapolis Fed President Neel Kashkari said in an interview with Bloomberg’s Odd Lots podcast that he will be watching the jobs report for signs of what is happening with wage growth but emphasized his focus on inflation data when thinking about the September rate move.</p><p>“Ultimately, I’m very focused more than anything on the inflation data and the inflation expectation data,” Kashkari said in a Monday interview that aired on Thursday. “For me individually, I don’t think the labor market itself is going to be determinative of 50 versus 75.”</p><p>That sentiment was echoed by Atlanta Fed chief Raphael Bostic.</p><p>“Incoming data -- if they clearly show that inflation has begun slowing -- might give us reason to dial back from the hikes of 75 basis points,” Bostic said in an essay posted on his bank’s website Tuesday.</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>US Jobs Data Have Potential to Push Fed Toward Third Jumbo Hike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Jobs Data Have Potential to Push Fed Toward Third Jumbo Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 23:19 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-09-01/us-jobs-data-have-potential-to-push-fed-toward-third-jumbo-hike><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Payrolls seen climbing 298,000; hourly wages forecast up 5.3%Data follow mostly firmer recent readings on labor marketThe hotly anticipated US jobs report has the potential to tip the scales toward a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-01/us-jobs-data-have-potential-to-push-fed-toward-third-jumbo-hike\">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"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-01/us-jobs-data-have-potential-to-push-fed-toward-third-jumbo-hike","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117024163","content_text":"Payrolls seen climbing 298,000; hourly wages forecast up 5.3%Data follow mostly firmer recent readings on labor marketThe hotly anticipated US jobs report has the potential to tip the scales toward a third jumbo-sized hike in interest rates later this month after a wave of data that point to a resilient consumer and high labor demand.Friday’s report is one of the last marquee releases Fed officials will have in hand before the mid-September policy meeting to help them decipher a complex economic and inflationary puzzle.Forecasts call for a healthy, yet more moderate 298,000 gain in August payrolls and for the unemployment rate to hold steady at 3.5%, matching the lowest in five decades. Solid wage growth is also expected amid a persistent mismatch between labor demand and supply.Such figures, in conjunction with a blowout July employment print, improving consumer sentiment figures and a surprise pickup in job openings, could be enough to push the Fed to raise borrowing costs by 75 basis points, extending the steepest interest-rate hikes in a generation to curb an inflation surge.“In the context of all those data, this report becomes very important,” said Anna Wong, chief US economist at Bloomberg Economics. It could “put a stamp of confirmation” on the trend the other data have been showing -- that the economy is very resilient.Fresh data out Thursday suggest demand for labor continues to be healthy. Initial applications for unemployment benefits dropped for a third week to a two-month low, according to Labor Department data.However, any indication of much softer employment growth in Friday’s report, combined with a bigger slowdown in the Labor Department’s average hourly earnings figures, may help shift expectations toward a half-point rate hike. Still, Fed officials will need to see results of the consumer price index later this month to crystallize their views on the appropriate policy response.Fed Chair Jerome Powell said last week the central bank’s decision later this month “will depend on the totality of the incoming data and the evolving outlook.”One important component of the jobs report will be the pay metrics. Economists expect the report will show a 0.4% increase in average hourly earnings from a month earlier and a 5.3% rise from August 2021. The annual increase would represent a slight acceleration from the previous two months.A slowdown in wage growth could give Fed officials some comfort by suggesting a softening in inflationary pressures, though that is not always the case, said Claudia Sahm, founder of Stay-At-Home Macro (SAHM) Consulting and a former Fed economist.“Everything should be viewed through the lens of ‘what could this mean for inflation?’” said Sahm.Companies have been raising pay across industries and income brackets to attract and retain workers. That’s underpinning consumer spending as Americans weather rising prices for essentials like food and rents. It also makes the Fed’s challenge of slowing down the economy to stem price gains that much more difficult.New data from ADP Research Institute on Wednesday showed the median annual pay for those who stayed in their jobs rose 7.6% in August from a year earlier. Job switchers saw more than twice that.Still, US companies increased headcount at a relatively sluggish pace in August with ADP reporting a 132,000 gain that was the smallest since the start of last year.The employment report is where policy makers “probably place the highest signal value about where underlying momentum is,” said Michael Gapen, head of US economics at Bank of America Corp.And while Friday’s report could be instrumental in pushing policy makers toward another 75 basis point hike at the conclusion of their two-day meeting on Sept. 21, there’s another big report on the horizon that the central bank will consider: the closely-watched CPI.Inflation DataMinneapolis Fed President Neel Kashkari said in an interview with Bloomberg’s Odd Lots podcast that he will be watching the jobs report for signs of what is happening with wage growth but emphasized his focus on inflation data when thinking about the September rate move.“Ultimately, I’m very focused more than anything on the inflation data and the inflation expectation data,” Kashkari said in a Monday interview that aired on Thursday. “For me individually, I don’t think the labor market itself is going to be determinative of 50 versus 75.”That sentiment was echoed by Atlanta Fed chief Raphael Bostic.“Incoming data -- if they clearly show that inflation has begun slowing -- might give us reason to dial back from the hikes of 75 basis points,” Bostic said in an essay posted on his bank’s website Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079444339,"gmtCreate":1657238848921,"gmtModify":1676535975454,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079444339","repostId":"2249828426","repostType":4,"repost":{"id":"2249828426","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":1657235012,"share":"https://ttm.financial/m/news/2249828426?lang=&edition=fundamental","pubTime":"2022-07-08 07:03","market":"us","language":"en","title":"US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease","url":"https://stock-news.laohu8.com/highlight/detail?id=2249828426","media":"Reuters","summary":"* Weekly jobless claims unexpectedly rise* Fed hinting at less aggressive rate hikes emboldens* Sams","content":"<html><head></head><body><p>* Weekly jobless claims unexpectedly rise</p><p>* Fed hinting at less aggressive rate hikes emboldens</p><p>* Samsung results boost chipmakers</p><p>Wall Street benchmarks ended up on Thursday, with the S&P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.</p><p>U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed's pivot away from easy-money policy.</p><p>The S&P 500 index has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.</p><p>Minutes from the central bank's June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.</p><p>However, Fed officials acknowledged the risk of rate increases having a "larger-than-anticipated" impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.</p><p>The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.</p><p>Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc and Google parent Alphabet Inc both advanced.</p><p>"It's starting to feel like real money is starting to come back," said Louis Ricci, head trader at Emles Advisors.</p><p>"There's no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside."</p><p>Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.</p><p>Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%. .</p><p>Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.</p><p>A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.</p><p>According to preliminary data, the S&P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.</p><p>The Philadelphia SE Semiconductor index climbed after South Korea's Samsung Electronics turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.</p><p>Almost all of the S&P subsectors were higher, with the energy index the best performer as oil and gas companies followed the rebound in crude prices from the previous day's 12-week low.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-08 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Weekly jobless claims unexpectedly rise</p><p>* Fed hinting at less aggressive rate hikes emboldens</p><p>* Samsung results boost chipmakers</p><p>Wall Street benchmarks ended up on Thursday, with the S&P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.</p><p>U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed's pivot away from easy-money policy.</p><p>The S&P 500 index has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.</p><p>Minutes from the central bank's June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.</p><p>However, Fed officials acknowledged the risk of rate increases having a "larger-than-anticipated" impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.</p><p>The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.</p><p>Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc and Google parent Alphabet Inc both advanced.</p><p>"It's starting to feel like real money is starting to come back," said Louis Ricci, head trader at Emles Advisors.</p><p>"There's no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside."</p><p>Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.</p><p>Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%. .</p><p>Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.</p><p>A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.</p><p>According to preliminary data, the S&P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.</p><p>The Philadelphia SE Semiconductor index climbed after South Korea's Samsung Electronics turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.</p><p>Almost all of the S&P subsectors were higher, with the energy index the best performer as oil and gas companies followed the rebound in crude prices from the previous day's 12-week low.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4504":"桥水持仓","TQQQ":"纳指三倍做多ETF","DOG":"道指反向ETF","OEF":"标普100指数ETF-iShares","SDOW":"道指三倍做空ETF-ProShares","BK4581":"高盛持仓","PSQ":"纳指反向ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4514":"搜索引擎","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UDOW":"道指三倍做多ETF-ProShares",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","OEX":"标普100","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","SH":"标普500反向ETF","DJX":"1/100道琼斯","QID":"纳指两倍做空ETF","SSO":"两倍做多标普500ETF","BK4525":"远程办公概念","BK4566":"资本集团","DXD":"道指两倍做空ETF","IVV":"标普500指数ETF","BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股","BK4077":"互动媒体与服务","SQQQ":"纳指三倍做空ETF","BK4579":"人工智能","BK4550":"红杉资本持仓","DDM":"道指两倍做多ETF","GOOG":"谷歌","BK4503":"景林资产持仓","SPY":"标普500ETF","GOOGL":"谷歌A","BK4573":"虚拟现实","QLD":"纳指两倍做多ETF","BK4561":"索罗斯持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249828426","content_text":"* Weekly jobless claims unexpectedly rise* Fed hinting at less aggressive rate hikes emboldens* Samsung results boost chipmakersWall Street benchmarks ended up on Thursday, with the S&P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed's pivot away from easy-money policy.The S&P 500 index has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.Minutes from the central bank's June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.However, Fed officials acknowledged the risk of rate increases having a \"larger-than-anticipated\" impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc and Google parent Alphabet Inc both advanced.\"It's starting to feel like real money is starting to come back,\" said Louis Ricci, head trader at Emles Advisors.\"There's no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside.\"Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%. .Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.According to preliminary data, the S&P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.The Philadelphia SE Semiconductor index climbed after South Korea's Samsung Electronics turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.Almost all of the S&P subsectors were higher, with the energy index the best performer as oil and gas companies followed the rebound in crude prices from the previous day's 12-week low.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074393150,"gmtCreate":1658290761970,"gmtModify":1676536136178,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"[What] ","listText":"[What] ","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074393150","repostId":"1151508320","repostType":2,"repost":{"id":"1151508320","pubTimestamp":1658289497,"share":"https://ttm.financial/m/news/1151508320?lang=&edition=fundamental","pubTime":"2022-07-20 11:58","market":"us","language":"en","title":"Palantir: Possibly The Buy Of The Decade Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1151508320","media":"Seeking Alpha","summary":"SummaryPalantir has been one of the worst-hit stocks since the growth meltdown began last year.While","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has been one of the worst-hit stocks since the growth meltdown began last year.</li><li>While dilution, SBC, lack of profitability, and a high valuation are valid concerns, they are probably transitory factors.</li><li>The market has been a voting machine for Palantir's stock recently, but it should price the company's shares much higher long term.</li></ul><p>Palantir Technologies Inc. (NYSE:PLTR) is one of the most controversial companies. The company's market cap is floating at around $18 billion, more than ten times TTM sales. Moreover, the company is infamous for its dilution and has never shown a net profit in a single quarter. Therefore, it is no surprise that since the growth meltdown began last year, Palantir has been one of the worst-hit stocks. The company experienced an epic drop of 80% from peak to trough, but the share price has begun to recover.</p><p><b>PLTR 1-Year</b></p><p><img src=\"https://static.tigerbbs.com/9de65d4b86e4ec1d262d3162399e05b7\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/></p><p>PLTR (StockCharts.com)</p><p>Benjamin Graham may have said it best - "In the short term, the market is a voting machine, but in the long run, it is a weighing machine." Mr. Graham was a brilliant investor, and the saying applies exceptionally well to Palantir, in my view. The market seemed crazy about Palantir when the stock was at $20 or $30, but is not fond of Palantir these days. The stock was severely diluted after its IPO, and the criticisms of stock-based compensation ("SBC") continue today. Moreover, growth and high multiple stocks are not as popular as they were throughout most of 2021, and with a possible recession approaching, the market is voting "No" on Palantir.</p><p>However, let's weigh Palantir's stock instead of voting for it. Dilution and SBC compensation are common phenomena with IPOs, and Palantir is not an exception. Let's not look at past sales, but let us focus on the company's revenue growth and earning potential. Additionally, let's consider Palantir's unique, leading, and dominant market position and how it could impact future growth prospects and profitability potential. Moreover, Palantir's growth runway is massive, and its profitability potential is vast, making the stock possibly one of the best buys for the next decade.</p><p><b>Palantir - The Government's Favorite Contractor</b></p><p>One of Palantir's most unique facets is its dominant position as a government contractor. The company provides software solutions through its Gotham program to numerous government agencies. Some of Palantir's government clients include the U.S. military, intelligence, and police. More specifically, the FBI, DOD, CIA, NSA, and many other agencies use Palantir's linked databases,data mining solutions, analysis software, and much more. Furthermore, Palantir services the NHS, FDA, and other agencies. While Palantir is growing its corporate business aggressively, it still derived most of its revenues (54%) from government contracts last quarter. Advantageously, Palantir gets a substantial portion of its revenues from the government as the government is famous for its loose spending policies. Moreover, the company should continue growing government revenues, and even when a recession comes, the government will continue its spending.</p><p><b>It's All About Growth - For Now</b></p><p>I hear a lot of complaints that Palantir is not profitable, but Palantir does not need to be profitable. The company is growing at more than 30%.</p><p><img src=\"https://static.tigerbbs.com/86703bab0eb031120a21a04070660751\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/></p><p>Q1 Highlights (investors.palantir.com)</p><p>Palantir's growth metrics are tremendous. 31% YoY revenue growth, 54% YoY commercial revenue growth, 136% YoY U.S. commercial revenue growth, and 86% YoY customer count growth. While the company's government business remains its anchor, we see Palantir growing its commercial business aggressively now. Moreover, we should continue seeing robust growth from the government and corporate clients as the company moves on. For full-year 2022, the company expects to show an adjusted operating margin of approximately 27% and anticipates providing30% annual growthor greater through 2025.</p><p><b>Be Patient - Profitability Will Come</b></p><p>Palantir is a high-growth company. Therefore, there is no need for it to be profitable right now. The company needs to focus on growing operations, increasing market share, and setting up future profitability potential. However, when it's time, Palantir should be exceptionally profitable.</p><p><b>Statement of Operations</b></p><p><img src=\"https://static.tigerbbs.com/c68e8a7494948e5f170dc64534d1921a\" tg-width=\"640\" tg-height=\"663\" referrerpolicy=\"no-referrer\"/></p><p>Statement of Operations (investors.palantir.com)</p><p>Last quarter, the company's gross profit increased by32% YoY. At the same time, Palantir's operating expenses increased by only 2.6% YoY. Therefore, the operating loss last quarter was much narrower than last year's, just $39.4 million vs. $114 million one year ago. Moreover, Palantir's gross margin came in at a whopping 78.6% the previous quarter, even higher than the 78.3% from one year ago. Thus, we see Palantir is growing increasingly profitable. As the company's gross profit continues to increase, it will start outweighing the company's operating expenses significantly, leading to substantial increases in operating income, net profit, and EPS.</p><p><b>Dilution - Not a Problem Anymore</b></p><p>We see that Palantir's share count rose by about 11% YoY. Therefore, Palantir is still diluting, but not nearly as much as it did when the company initially went public. Palantir went public with only about476 million shares. However, the company has more than 2 billion shares outstanding now. Yet, much of the dilation occurred early, essentially right after the company went public. Roughly six months after going public, the company already had nearly1.8 billion shares. Since then, SBC expenses have been declining significantly and are likely to continue falling as the company advances. Additionally, increased SBC is a common phenomenon with IPOs and is not a Palantir-isolated phenomenon.</p><p><b>SBS Expenses</b></p><p><img src=\"https://static.tigerbbs.com/5f9e8cbaa81a63e7986e0b033c550680\" tg-width=\"640\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p>SBS Expenses (investors.palantir.com)</p><p>We see that, despite significantly higher revenues and income, SBC is down by about 23% YoY. This dynamic implies that the trend of lower SBC expenses should continue. Also, if we factor out the SBC expenses, we see that Palantir should become remarkably profitable. Minus SBC, the company's cost of revenue was only about<i>$82.8 million</i>, implying a gross margin of nearly 82% for Palantir. Minus SBC, Palantir's operating income would have been around<i>$110 million</i> last quarter, illustrating an operating margin of approximately 25%.</p><p>The company would have even recorded a small net income of about<i>$10 million</i> once SBC expenses are removed from the equation. The company reported an adjusted EPS of $0.02, illustrating that the company can be profitable right now, even while growing YoY revenues at more than 30%. Therefore, we see that Palantir has the potential to become increasingly prosperous. As the company's revenues and gross profit continue to rise, its operating expenses should increase modestly, and the SBC should continue declining significantly in proportion to the company's revenues. Thus, Palantir's profitability metrics should improve dramatically in the coming years.</p><p><b>Palantir - May Be Recession Proof</b></p><p>There's much concern about the upcoming recession. However, Palantir is in a unique position, as much of the company's revenues come from government contracts. The company's corporate clients are also not likely to reduce their reliance on Palantir's services, as the company provides essential solutions relating to data analytics, cybersecurity, and other critical aspects. Therefore, even in a recession, Palantir's growth should continue increasing, making it one of the best long-term buys in the market right now.</p><p><b>A Closer Look At Palantir's Valuation</b></p><p>Palantir should deliver roughly $2.6 billion in revenues next year, placing its forward P/S multiple at approximately 7. However, Palantir is a dominant market-leading high-growth company with remarkable profitability potential. Recently, the stock got voted down to a 5x forward sales multiple, when the stock fell down to $6. Now at $9 Palantir is trading at about 7 times forward sales, but it may trade at a significantly higher sales multiple down the line. Many companies with far less growth potential sell at significantly higher sales multiples.</p><p><b>Therefore, here's how Palantir's financials could look like as the company advances:</b></p><table><tbody><tr><td><b>Year</b></td><td><b>2022</b></td><td><b>2023</b></td><td><b>2024</b></td><td><b>2025</b></td><td><b>2026</b></td><td><b>2027</b></td></tr><tr><td>Revenue $</td><td>2b</td><td>2.6b</td><td>3.4b</td><td>4.4b</td><td>5.7b</td><td>7.3b</td></tr><tr><td>Revenue growth</td><td>30%</td><td>30%</td><td>30%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>Forward P/S ratio</td><td>7</td><td>8</td><td>9</td><td>9</td><td>8</td><td>8</td></tr><tr><td>Price</td><td>$9</td><td>$14</td><td>$21</td><td>$27</td><td>$32</td><td>$40</td></tr></tbody></table><p>Source: The Financial Prophet</p><p>Utilizing the company's projected 30% growth rate through 2025 and a slight drop-off through 2027 gets us to approximately <i>$7.3 billion</i> in revenues in 2027. The 7-9 times forward sales multiple projections are not high considering Palantir's robust growth and substantial profitability potential. Microsoft (MSFT), a software company with much slower growth, trades at about eight times forward sales. Nvidia (NVDA), a growth company with significantly slower growth, trades at approximately 12 times forward sales projections. Moreover, many other growth companies are trading at substantially higher multiples than ten times sales.</p><p>Palantir could command a P/S multiple of 7-9 or significantly higher in the coming years, possibly making the stock one of the best buys for the next decade. Therefore, the market will probably start weighing the company's stock instead of voting for it in the coming years, and Palantir's share price will likely advance much higher.</p><p><b>Risks To Palantir</b></p><p>Despite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.</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: Possibly The Buy Of The Decade 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\">\nPalantir: Possibly The Buy Of The Decade Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-20 11:58 GMT+8 <a href=https://seekingalpha.com/article/4524288-palantir-possibly-the-buy-of-the-decade-now><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has been one of the worst-hit stocks since the growth meltdown began last year.While dilution, SBC, lack of profitability, and a high valuation are valid concerns, they are probably ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524288-palantir-possibly-the-buy-of-the-decade-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4524288-palantir-possibly-the-buy-of-the-decade-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151508320","content_text":"SummaryPalantir has been one of the worst-hit stocks since the growth meltdown began last year.While dilution, SBC, lack of profitability, and a high valuation are valid concerns, they are probably transitory factors.The market has been a voting machine for Palantir's stock recently, but it should price the company's shares much higher long term.Palantir Technologies Inc. (NYSE:PLTR) is one of the most controversial companies. The company's market cap is floating at around $18 billion, more than ten times TTM sales. Moreover, the company is infamous for its dilution and has never shown a net profit in a single quarter. Therefore, it is no surprise that since the growth meltdown began last year, Palantir has been one of the worst-hit stocks. The company experienced an epic drop of 80% from peak to trough, but the share price has begun to recover.PLTR 1-YearPLTR (StockCharts.com)Benjamin Graham may have said it best - \"In the short term, the market is a voting machine, but in the long run, it is a weighing machine.\" Mr. Graham was a brilliant investor, and the saying applies exceptionally well to Palantir, in my view. The market seemed crazy about Palantir when the stock was at $20 or $30, but is not fond of Palantir these days. The stock was severely diluted after its IPO, and the criticisms of stock-based compensation (\"SBC\") continue today. Moreover, growth and high multiple stocks are not as popular as they were throughout most of 2021, and with a possible recession approaching, the market is voting \"No\" on Palantir.However, let's weigh Palantir's stock instead of voting for it. Dilution and SBC compensation are common phenomena with IPOs, and Palantir is not an exception. Let's not look at past sales, but let us focus on the company's revenue growth and earning potential. Additionally, let's consider Palantir's unique, leading, and dominant market position and how it could impact future growth prospects and profitability potential. Moreover, Palantir's growth runway is massive, and its profitability potential is vast, making the stock possibly one of the best buys for the next decade.Palantir - The Government's Favorite ContractorOne of Palantir's most unique facets is its dominant position as a government contractor. The company provides software solutions through its Gotham program to numerous government agencies. Some of Palantir's government clients include the U.S. military, intelligence, and police. More specifically, the FBI, DOD, CIA, NSA, and many other agencies use Palantir's linked databases,data mining solutions, analysis software, and much more. Furthermore, Palantir services the NHS, FDA, and other agencies. While Palantir is growing its corporate business aggressively, it still derived most of its revenues (54%) from government contracts last quarter. Advantageously, Palantir gets a substantial portion of its revenues from the government as the government is famous for its loose spending policies. Moreover, the company should continue growing government revenues, and even when a recession comes, the government will continue its spending.It's All About Growth - For NowI hear a lot of complaints that Palantir is not profitable, but Palantir does not need to be profitable. The company is growing at more than 30%.Q1 Highlights (investors.palantir.com)Palantir's growth metrics are tremendous. 31% YoY revenue growth, 54% YoY commercial revenue growth, 136% YoY U.S. commercial revenue growth, and 86% YoY customer count growth. While the company's government business remains its anchor, we see Palantir growing its commercial business aggressively now. Moreover, we should continue seeing robust growth from the government and corporate clients as the company moves on. For full-year 2022, the company expects to show an adjusted operating margin of approximately 27% and anticipates providing30% annual growthor greater through 2025.Be Patient - Profitability Will ComePalantir is a high-growth company. Therefore, there is no need for it to be profitable right now. The company needs to focus on growing operations, increasing market share, and setting up future profitability potential. However, when it's time, Palantir should be exceptionally profitable.Statement of OperationsStatement of Operations (investors.palantir.com)Last quarter, the company's gross profit increased by32% YoY. At the same time, Palantir's operating expenses increased by only 2.6% YoY. Therefore, the operating loss last quarter was much narrower than last year's, just $39.4 million vs. $114 million one year ago. Moreover, Palantir's gross margin came in at a whopping 78.6% the previous quarter, even higher than the 78.3% from one year ago. Thus, we see Palantir is growing increasingly profitable. As the company's gross profit continues to increase, it will start outweighing the company's operating expenses significantly, leading to substantial increases in operating income, net profit, and EPS.Dilution - Not a Problem AnymoreWe see that Palantir's share count rose by about 11% YoY. Therefore, Palantir is still diluting, but not nearly as much as it did when the company initially went public. Palantir went public with only about476 million shares. However, the company has more than 2 billion shares outstanding now. Yet, much of the dilation occurred early, essentially right after the company went public. Roughly six months after going public, the company already had nearly1.8 billion shares. Since then, SBC expenses have been declining significantly and are likely to continue falling as the company advances. Additionally, increased SBC is a common phenomenon with IPOs and is not a Palantir-isolated phenomenon.SBS ExpensesSBS Expenses (investors.palantir.com)We see that, despite significantly higher revenues and income, SBC is down by about 23% YoY. This dynamic implies that the trend of lower SBC expenses should continue. Also, if we factor out the SBC expenses, we see that Palantir should become remarkably profitable. Minus SBC, the company's cost of revenue was only about$82.8 million, implying a gross margin of nearly 82% for Palantir. Minus SBC, Palantir's operating income would have been around$110 million last quarter, illustrating an operating margin of approximately 25%.The company would have even recorded a small net income of about$10 million once SBC expenses are removed from the equation. The company reported an adjusted EPS of $0.02, illustrating that the company can be profitable right now, even while growing YoY revenues at more than 30%. Therefore, we see that Palantir has the potential to become increasingly prosperous. As the company's revenues and gross profit continue to rise, its operating expenses should increase modestly, and the SBC should continue declining significantly in proportion to the company's revenues. Thus, Palantir's profitability metrics should improve dramatically in the coming years.Palantir - May Be Recession ProofThere's much concern about the upcoming recession. However, Palantir is in a unique position, as much of the company's revenues come from government contracts. The company's corporate clients are also not likely to reduce their reliance on Palantir's services, as the company provides essential solutions relating to data analytics, cybersecurity, and other critical aspects. Therefore, even in a recession, Palantir's growth should continue increasing, making it one of the best long-term buys in the market right now.A Closer Look At Palantir's ValuationPalantir should deliver roughly $2.6 billion in revenues next year, placing its forward P/S multiple at approximately 7. However, Palantir is a dominant market-leading high-growth company with remarkable profitability potential. Recently, the stock got voted down to a 5x forward sales multiple, when the stock fell down to $6. Now at $9 Palantir is trading at about 7 times forward sales, but it may trade at a significantly higher sales multiple down the line. Many companies with far less growth potential sell at significantly higher sales multiples.Therefore, here's how Palantir's financials could look like as the company advances:Year202220232024202520262027Revenue $2b2.6b3.4b4.4b5.7b7.3bRevenue growth30%30%30%30%28%25%Forward P/S ratio789988Price$9$14$21$27$32$40Source: The Financial ProphetUtilizing the company's projected 30% growth rate through 2025 and a slight drop-off through 2027 gets us to approximately $7.3 billion in revenues in 2027. The 7-9 times forward sales multiple projections are not high considering Palantir's robust growth and substantial profitability potential. Microsoft (MSFT), a software company with much slower growth, trades at about eight times forward sales. Nvidia (NVDA), a growth company with significantly slower growth, trades at approximately 12 times forward sales projections. Moreover, many other growth companies are trading at substantially higher multiples than ten times sales.Palantir could command a P/S multiple of 7-9 or significantly higher in the coming years, possibly making the stock one of the best buys for the next decade. Therefore, the market will probably start weighing the company's stock instead of voting for it in the coming years, and Palantir's share price will likely advance much higher.Risks To PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are still minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907864700,"gmtCreate":1660176800802,"gmtModify":1703478707363,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"[Wow] ","listText":"[Wow] ","text":"[Wow]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907864700","repostId":"1183934267","repostType":2,"repost":{"id":"1183934267","pubTimestamp":1660174345,"share":"https://ttm.financial/m/news/1183934267?lang=&edition=fundamental","pubTime":"2022-08-11 07:32","market":"us","language":"en","title":"Fed Leaders, Unswayed by Softer CPI, See Rate Hikes Into 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1183934267","media":"Bloomberg","summary":"Kashkari says softer inflation data don’t change Fed’s pathInflation has eased but it’s ‘unacceptabl","content":"<html><head></head><body><ul><li>Kashkari says softer inflation data don’t change Fed’s path</li><li>Inflation has eased but it’s ‘unacceptably high,’ Evans says</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d7d85337a2078eab9aca4af6e40034c\" tg-width=\"1000\" tg-height=\"666\" referrerpolicy=\"no-referrer\"/><span>Charles Evans and Neel KashkariPhotographers: Al Drago, Andrew Harrer/Bloomberg</span></p><p>Two Federal Reserve officials responded to softening inflation data by saying it doesn’t change the US central bank’s path toward even higher interest rates this year and next.</p><p>Minneapolis Fed President Neel Kashkari, who prior to the pandemic was the central bank’s most dovish policy maker, said Wednesday that he wants the Fed’s benchmark interest rate at 3.9% by the end of this year and at 4.4% by the end of 2023.</p><p>“I haven’t seen anything that changes that,” Kashkari said, responding to a question about a Labor Departmentreportpublished earlier that showed consumer prices rose 8.5% from a year earlier in July. The print was slightly less than the 9.1% increase in the prior month that marked the highest inflation rate in four decades.</p><p>His Chicago counterpart, Charles Evans, welcomed the news at a separate event Wednesday, but added that inflation remains “unacceptably high.” He said he expects “that we will be increasing rates the rest of this year and into next year to make sure inflation gets back to our 2% objective.”</p><p>Kashkari will be a voter on the central bank’s rate-setting Federal Open Market Committee next year, while Evans is set to retire early next year.</p><p>The inflation figures, which came in below forecasters’ estimates, prompted investors to scale back bets that Fed officials would opt for another rate increase of three quarters of a percentage point when they next meet Sept. 20-21, matching the moves at each of the last two meetings in June and July.</p><p>Kashkari, alluding to market pricing of the Fed’s policy path, said it was not realistic to conclude that the Fed will start cutting rates early next year, when inflation is very likely still going to be well in excess of the 2% goal.</p><p>“I think a much more likely scenario is we will raise rates to some point and then we will sit there until we get convinced that inflation is well on its way back down to 2% before I would think about easing back on interest rates,” he said.</p><p>Evans said he expects the target range for the central bank’s benchmark rate -- now 2.25% to 2.5% -- to rise to 3.25% to 3.5% by the end of the year, and to 3.75% to 4% by the end of 2023.</p><p></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 Leaders, Unswayed by Softer CPI, See Rate Hikes Into 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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 Leaders, Unswayed by Softer CPI, See Rate Hikes Into 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 07:32 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-08-10/evans-says-fed-to-raise-rates-into-next-year-to-curb-inflation?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Kashkari says softer inflation data don’t change Fed’s pathInflation has eased but it’s ‘unacceptably high,’ Evans saysCharles Evans and Neel KashkariPhotographers: Al Drago, Andrew Harrer/...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-10/evans-says-fed-to-raise-rates-into-next-year-to-curb-inflation?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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-10/evans-says-fed-to-raise-rates-into-next-year-to-curb-inflation?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183934267","content_text":"Kashkari says softer inflation data don’t change Fed’s pathInflation has eased but it’s ‘unacceptably high,’ Evans saysCharles Evans and Neel KashkariPhotographers: Al Drago, Andrew Harrer/BloombergTwo Federal Reserve officials responded to softening inflation data by saying it doesn’t change the US central bank’s path toward even higher interest rates this year and next.Minneapolis Fed President Neel Kashkari, who prior to the pandemic was the central bank’s most dovish policy maker, said Wednesday that he wants the Fed’s benchmark interest rate at 3.9% by the end of this year and at 4.4% by the end of 2023.“I haven’t seen anything that changes that,” Kashkari said, responding to a question about a Labor Departmentreportpublished earlier that showed consumer prices rose 8.5% from a year earlier in July. The print was slightly less than the 9.1% increase in the prior month that marked the highest inflation rate in four decades.His Chicago counterpart, Charles Evans, welcomed the news at a separate event Wednesday, but added that inflation remains “unacceptably high.” He said he expects “that we will be increasing rates the rest of this year and into next year to make sure inflation gets back to our 2% objective.”Kashkari will be a voter on the central bank’s rate-setting Federal Open Market Committee next year, while Evans is set to retire early next year.The inflation figures, which came in below forecasters’ estimates, prompted investors to scale back bets that Fed officials would opt for another rate increase of three quarters of a percentage point when they next meet Sept. 20-21, matching the moves at each of the last two meetings in June and July.Kashkari, alluding to market pricing of the Fed’s policy path, said it was not realistic to conclude that the Fed will start cutting rates early next year, when inflation is very likely still going to be well in excess of the 2% goal.“I think a much more likely scenario is we will raise rates to some point and then we will sit there until we get convinced that inflation is well on its way back down to 2% before I would think about easing back on interest rates,” he said.Evans said he expects the target range for the central bank’s benchmark rate -- now 2.25% to 2.5% -- to rise to 3.25% to 3.5% by the end of the year, and to 3.75% to 4% by the end of 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073278428,"gmtCreate":1657362228864,"gmtModify":1676535997682,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"🤔","listText":"🤔","text":"🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073278428","repostId":"1116439526","repostType":4,"repost":{"id":"1116439526","pubTimestamp":1657425774,"share":"https://ttm.financial/m/news/1116439526?lang=&edition=fundamental","pubTime":"2022-07-10 12:02","market":"us","language":"en","title":"Tesla’s China Sales Increase Provides Little Substance","url":"https://stock-news.laohu8.com/highlight/detail?id=1116439526","media":"InvestorPlace","summary":"Don't letTesla's(NASDAQ:TSLA) latest China sales report fool you. This stock still has a long way to","content":"<html><head></head><body><ul><li>Don't let<b>Tesla's</b>(NASDAQ:<b>TSLA</b>) latest China sales report fool you. This stock still has a long way to drop!</li><li>Tesla's broad-based sales are declining for the first time in two years.</li><li>The U.S. Treasury yield curve implies that contractionary monetary policies could wane on durable goods.</li><li>Tesla is overvalued and exhibits unfavorable beta sensitivity.</li></ul><p><b>Tesla</b>(NASDAQ:<b>TSLA</b>) surprised the market with its June preliminary deliveries report, which unveiled a 1.42x month-over-month increase in Chinese regional sales. Regionally, the electric vehicle giant sold more than 78,000 vehicles last month, a 1.35x year-over-year increase. Many investors are likely to jump on a recovery play as the company’s sales recovery could be misinterpreted for early-stage momentum. However, it’s necessary to recognize that Tesla’s China sales could be a temporary uptick as regional political risk remains elevated. In addition, TSLA stock has significant valuation issues, causing the current market environment to act unkindly toward it. Moreover, Tesla’s beta sensitivity means that it could be one of the major losers if a bear market persists.</p><p>Generally speaking, I believe TSLA stock is overhyped and set for further declines. Let’s dive deeper into it!</p><p><b>Tesla’s Prospective Sales</b></p><p>Investors shouldn’t be overwhelmed by TSLA’s latest China sales surge. Much of the sales have to do with the supply-side, where factories were allowed to produce again after certain pandemic restrictions were lifted. As such, sales proliferated. Additionally, Chinese pandemic lockdown policies have been inconsistent, to say the least. Thus, the question beckons whether Tesla’s China sales are sustainable in the long haul.</p><p>Furthermore, Tesla’s broad-based sales are taking a dip. The firm’s second-quarter sales report conveyed a decline in quarterly sales for the first time in two years. Tesla produced 258,000 vehicles in the quarter and delivered 254,659, reconciling to a 17.9% year-over-year decrease. Although much of the firm’s receding sales figure was down to production constraints, there’s much reason to believe that the economic climate is taking its toll on consumers.</p><p>I want to elaborate on the economy and what it means for TSLA stock. The U.S. Treasury Yield Curve implies that interest rates could settle above the 3% level before declining again. This means that the leading consumer economy in the world will be subject to contractionary monetary policies, which could see global consumer spending power wane. Moreover, the contraction of economic growth will likely affect the automotive industry as durable goods sales negatively correlate with rising interest rates. As such, Tesla could see its five-year compound annual growth rate of 48.72% retrace to a growth trend more stationary to gross domestic product growth soon.</p><p><b>Price Level Concerns With TSLA Stock</b></p><p>Using relative valuation metrics to assess growth stocks usually isn’t prudent. Nonetheless, whenever a bear market appears, it is probable that risk-averse investors will sell their overvalued assets first. TSLA stock is trading at11.29xits sales, 52.32x its cash flow, and 77.09x its earnings. Thus, it is safe to say that we’re looking at an overvalued stock here.</p><p>Additionally, TSLA stock’s high beta status could coalesce with its poor valuation metrics to cause a tremendous drawdown. Tesla’s beta coefficient of 2.13 means that it exhibits excess sensitivity to the broader market, which is exactly what you do not want in a bear market.</p><p>So, all matters considered, I think TSLA stock is a strong sell!</p></body></html>","source":"lsy1606302653667","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 China Sales Increase Provides Little Substance</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 China Sales Increase Provides Little Substance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-10 12:02 GMT+8 <a href=https://investorplace.com/category/todays-market/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Don't letTesla's(NASDAQ:TSLA) latest China sales report fool you. This stock still has a long way to drop!Tesla's broad-based sales are declining for the first time in two years.The U.S. Treasury ...</p>\n\n<a href=\"https://investorplace.com/category/todays-market/\">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://investorplace.com/category/todays-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116439526","content_text":"Don't letTesla's(NASDAQ:TSLA) latest China sales report fool you. This stock still has a long way to drop!Tesla's broad-based sales are declining for the first time in two years.The U.S. Treasury yield curve implies that contractionary monetary policies could wane on durable goods.Tesla is overvalued and exhibits unfavorable beta sensitivity.Tesla(NASDAQ:TSLA) surprised the market with its June preliminary deliveries report, which unveiled a 1.42x month-over-month increase in Chinese regional sales. Regionally, the electric vehicle giant sold more than 78,000 vehicles last month, a 1.35x year-over-year increase. Many investors are likely to jump on a recovery play as the company’s sales recovery could be misinterpreted for early-stage momentum. However, it’s necessary to recognize that Tesla’s China sales could be a temporary uptick as regional political risk remains elevated. In addition, TSLA stock has significant valuation issues, causing the current market environment to act unkindly toward it. Moreover, Tesla’s beta sensitivity means that it could be one of the major losers if a bear market persists.Generally speaking, I believe TSLA stock is overhyped and set for further declines. Let’s dive deeper into it!Tesla’s Prospective SalesInvestors shouldn’t be overwhelmed by TSLA’s latest China sales surge. Much of the sales have to do with the supply-side, where factories were allowed to produce again after certain pandemic restrictions were lifted. As such, sales proliferated. Additionally, Chinese pandemic lockdown policies have been inconsistent, to say the least. Thus, the question beckons whether Tesla’s China sales are sustainable in the long haul.Furthermore, Tesla’s broad-based sales are taking a dip. The firm’s second-quarter sales report conveyed a decline in quarterly sales for the first time in two years. Tesla produced 258,000 vehicles in the quarter and delivered 254,659, reconciling to a 17.9% year-over-year decrease. Although much of the firm’s receding sales figure was down to production constraints, there’s much reason to believe that the economic climate is taking its toll on consumers.I want to elaborate on the economy and what it means for TSLA stock. The U.S. Treasury Yield Curve implies that interest rates could settle above the 3% level before declining again. This means that the leading consumer economy in the world will be subject to contractionary monetary policies, which could see global consumer spending power wane. Moreover, the contraction of economic growth will likely affect the automotive industry as durable goods sales negatively correlate with rising interest rates. As such, Tesla could see its five-year compound annual growth rate of 48.72% retrace to a growth trend more stationary to gross domestic product growth soon.Price Level Concerns With TSLA StockUsing relative valuation metrics to assess growth stocks usually isn’t prudent. Nonetheless, whenever a bear market appears, it is probable that risk-averse investors will sell their overvalued assets first. TSLA stock is trading at11.29xits sales, 52.32x its cash flow, and 77.09x its earnings. Thus, it is safe to say that we’re looking at an overvalued stock here.Additionally, TSLA stock’s high beta status could coalesce with its poor valuation metrics to cause a tremendous drawdown. Tesla’s beta coefficient of 2.13 means that it exhibits excess sensitivity to the broader market, which is exactly what you do not want in a bear market.So, all matters considered, I think TSLA stock is a strong sell!","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258175435960512,"gmtCreate":1704065009351,"gmtModify":1704065012964,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"[Miser] [Miser] [Miser] [Miser] ","listText":"[Miser] [Miser] [Miser] [Miser] ","text":"[Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/258175435960512","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900633305,"gmtCreate":1658705743207,"gmtModify":1676536193256,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"[Surprised] ","listText":"[Surprised] ","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900633305","repostId":"2253060728","repostType":4,"repost":{"id":"2253060728","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1658631601,"share":"https://ttm.financial/m/news/2253060728?lang=&edition=fundamental","pubTime":"2022-07-24 11:00","market":"us","language":"en","title":"Amazon Is Ready To Rise Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2253060728","media":"Dow Jones","summary":"Amazon's recent struggles in e-commerce are masking its continued dominance in the cloud. For invest","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>'s recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it's time to refocus. Amazon shares have never looked more attractive than they do right now.</p><p>Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon's worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon's streak may be coming to an end.</p><p>When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That's a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.</p><p>The company's longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon's profits, with the cost of deliveries and returns on the rise.</p><p>Amazon's profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.</p><p>And yet none of that should matter. Investors' preoccupation with Amazon's retail operations overlooks the company's transformation. This year, the Amazon Web Services cloud business will be about 15% of the company's total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.</p><p>Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That's nearly four times the size of Twitter (TWTR) and Snap <a href=\"https://laohu8.com/S/SNAP\">$(SNAP)$</a> combined. And it's a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a>, Fox <a href=\"https://laohu8.com/S/FOXA\">$(FOXA)$</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> (PARA), and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> . There's also a growing logistics operation that increasingly rivals FedEx <a href=\"https://laohu8.com/S/FDX.AU\">$(FDX.AU)$</a> and United Parcel Service <a href=\"https://laohu8.com/S/UPS\">$(UPS)$</a>.</p><p>The challenge for investors is that the sprawling operation has made Amazon difficult to value. It's worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn't be brighter.</p><p>Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he's convinced that in the long run, "no one is going to compete with Amazon" in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company's current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.</p><p>Says Munster: "It's hard not to like Amazon at this valuation."</p><p>To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth's best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon's dominant market position was clear evidence that U.S. antitrust laws weren't effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.</p><p>For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.</p><p>There's also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.</p><p>But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won't be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon's slice of the pie remains vast, at about 40%. There's still room for additional market share gains, too.</p><p>The company's advertising business, meanwhile, is on the rise. Given Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>' <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a> Facebook, Alphabet's <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon's case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon's ad market is a gold mine.</p><p>And then there's Amazon Web Services, the company's mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon's operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon's operating income.</p><p>With revenue close to $82 billion, AWS is one of the world's largest software and services companies -- bigger than Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, or SAP <a href=\"https://laohu8.com/S/SAP\">$(SAP)$</a>, and more than twice the size of Salesforce <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a>, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It's no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)</p><p>One of Wall Street's favorite strategies for assessing corporate value is a "sum of the parts" approach: Make a list of what the company owns, put a value on each part, then add it all up.</p><p>For some of Amazon's businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure and Google Cloud -- are likewise buried inside large businesses. Amazon's ad business is valuable, but it's linked to the core e-commerce business and therefore defies an easy value.</p><p>Then there's Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company's financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.</p><p>In reporting this story, Barron's found at least four different attempts by Wall Street analysts to suss out the company's true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon's parts add up to a lot more than its current market value.</p><p>Let's start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon's value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon's current market value. That doesn't include e-commerce, which Martin's calculations currently ignore.</p><p>Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon's "third-party retail" services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for "first party" retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company's subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.</p><p>J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> trades at about one times GMV, while Amazon's retail business has "meaningfully higher" growth, meriting a higher multiple. For Anmuth, that's a total Amazon value of $2 trillion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Is Ready To Rise Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Is Ready To Rise Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-24 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>'s recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it's time to refocus. Amazon shares have never looked more attractive than they do right now.</p><p>Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon's worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon's streak may be coming to an end.</p><p>When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That's a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.</p><p>The company's longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon's profits, with the cost of deliveries and returns on the rise.</p><p>Amazon's profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.</p><p>And yet none of that should matter. Investors' preoccupation with Amazon's retail operations overlooks the company's transformation. This year, the Amazon Web Services cloud business will be about 15% of the company's total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.</p><p>Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That's nearly four times the size of Twitter (TWTR) and Snap <a href=\"https://laohu8.com/S/SNAP\">$(SNAP)$</a> combined. And it's a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a>, Fox <a href=\"https://laohu8.com/S/FOXA\">$(FOXA)$</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> (PARA), and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> . There's also a growing logistics operation that increasingly rivals FedEx <a href=\"https://laohu8.com/S/FDX.AU\">$(FDX.AU)$</a> and United Parcel Service <a href=\"https://laohu8.com/S/UPS\">$(UPS)$</a>.</p><p>The challenge for investors is that the sprawling operation has made Amazon difficult to value. It's worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn't be brighter.</p><p>Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he's convinced that in the long run, "no one is going to compete with Amazon" in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company's current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.</p><p>Says Munster: "It's hard not to like Amazon at this valuation."</p><p>To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth's best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon's dominant market position was clear evidence that U.S. antitrust laws weren't effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.</p><p>For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.</p><p>There's also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.</p><p>But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won't be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon's slice of the pie remains vast, at about 40%. There's still room for additional market share gains, too.</p><p>The company's advertising business, meanwhile, is on the rise. Given Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>' <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a> Facebook, Alphabet's <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon's case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon's ad market is a gold mine.</p><p>And then there's Amazon Web Services, the company's mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon's operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon's operating income.</p><p>With revenue close to $82 billion, AWS is one of the world's largest software and services companies -- bigger than Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, or SAP <a href=\"https://laohu8.com/S/SAP\">$(SAP)$</a>, and more than twice the size of Salesforce <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a>, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It's no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)</p><p>One of Wall Street's favorite strategies for assessing corporate value is a "sum of the parts" approach: Make a list of what the company owns, put a value on each part, then add it all up.</p><p>For some of Amazon's businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure and Google Cloud -- are likewise buried inside large businesses. Amazon's ad business is valuable, but it's linked to the core e-commerce business and therefore defies an easy value.</p><p>Then there's Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company's financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.</p><p>In reporting this story, Barron's found at least four different attempts by Wall Street analysts to suss out the company's true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon's parts add up to a lot more than its current market value.</p><p>Let's start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon's value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon's current market value. That doesn't include e-commerce, which Martin's calculations currently ignore.</p><p>Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon's "third-party retail" services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for "first party" retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company's subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.</p><p>J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> trades at about one times GMV, while Amazon's retail business has "meaningfully higher" growth, meriting a higher multiple. For Anmuth, that's a total Amazon value of $2 trillion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253060728","content_text":"Amazon's recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it's time to refocus. Amazon shares have never looked more attractive than they do right now.Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon's worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon's streak may be coming to an end.When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That's a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.The company's longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon's profits, with the cost of deliveries and returns on the rise.Amazon's profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.And yet none of that should matter. Investors' preoccupation with Amazon's retail operations overlooks the company's transformation. This year, the Amazon Web Services cloud business will be about 15% of the company's total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That's nearly four times the size of Twitter (TWTR) and Snap $(SNAP)$ combined. And it's a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast $(CMCSA)$, Fox $(FOXA)$, Paramount Global (PARA), and Walt Disney $(DIS)$ . There's also a growing logistics operation that increasingly rivals FedEx $(FDX.AU)$ and United Parcel Service $(UPS)$.The challenge for investors is that the sprawling operation has made Amazon difficult to value. It's worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn't be brighter.Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he's convinced that in the long run, \"no one is going to compete with Amazon\" in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company's current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.Says Munster: \"It's hard not to like Amazon at this valuation.\"To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth's best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon's dominant market position was clear evidence that U.S. antitrust laws weren't effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.There's also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won't be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon's slice of the pie remains vast, at about 40%. There's still room for additional market share gains, too.The company's advertising business, meanwhile, is on the rise. Given Apple's $(AAPL)$ tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond Meta Platforms' $(META.UK)$ Facebook, Alphabet's $(GOOGL)$ YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon's case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon's ad market is a gold mine.And then there's Amazon Web Services, the company's mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon's operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon's operating income.With revenue close to $82 billion, AWS is one of the world's largest software and services companies -- bigger than Oracle $(ORCL)$, IBM $(IBM)$, or SAP $(SAP)$, and more than twice the size of Salesforce $(CRM.AU)$, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It's no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)One of Wall Street's favorite strategies for assessing corporate value is a \"sum of the parts\" approach: Make a list of what the company owns, put a value on each part, then add it all up.For some of Amazon's businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft $(MSFT)$ Azure and Google Cloud -- are likewise buried inside large businesses. Amazon's ad business is valuable, but it's linked to the core e-commerce business and therefore defies an easy value.Then there's Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company's financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.In reporting this story, Barron's found at least four different attempts by Wall Street analysts to suss out the company's true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon's parts add up to a lot more than its current market value.Let's start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon's value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon's current market value. That doesn't include e-commerce, which Martin's calculations currently ignore.Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon's \"third-party retail\" services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for \"first party\" retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company's subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart $(WMT)$ trades at about one times GMV, while Amazon's retail business has \"meaningfully higher\" growth, meriting a higher multiple. For Anmuth, that's a total Amazon value of $2 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073752837,"gmtCreate":1657420692629,"gmtModify":1676536005622,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"Best","listText":"Best","text":"Best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073752837","repostId":"1153540846","repostType":2,"repost":{"id":"1153540846","pubTimestamp":1657418983,"share":"https://ttm.financial/m/news/1153540846?lang=&edition=fundamental","pubTime":"2022-07-10 10:09","market":"us","language":"en","title":"Elon Musk Teases New EV Concept, Rivian Gets Going, Nio Powers Up, Faraday Future Continues Dream Run And More: Week's Top News From EV Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=1153540846","media":"Benzinga","summary":"ZINGER KEY POINTSEV stocks closed week sharply higherRivian Q2 deliveries provides boost to the sectorFaraday Future adds one-half to its market-cap amid no newsElectric vehicle stocks advanced in the","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>EV stocks closed week sharply higher</li><li>Rivian Q2 deliveries provides boost to the sector</li><li>Faraday Future adds one-half to its market-cap amid no news</li></ul><p>Electric vehicle stocks advanced in the week ending July 8, thanks to positive broader market sentiment and some encouraging company-specific news. Market leader <b>Tesla, Inc.</b> closed above the $750 level and <b>Rivian Automotive, Inc.</b> also advanced solidly.</p><p>Here are the key events that happened in the EV space during the week:</p><p><b>Tesla Amid Abounding News Flow:</b> Tesla's resilience came to the fore as the company reported record June sales in China. After an anemic performance in April, when Giga Shanghai was shut down for about three weeks, the company came back strongly in May and hit the top gear in June.</p><p>Tesla pushed out 78,000 Giga-Shanghai-made cars in June, according to the industry body China Passenger Car Association.</p><p>Reflecting China's importance in Tesla's scheme of things, the company is reportedly planning to appoint its top Chinese executive <b>Tom Zhu</b> to oversee its Asia-Pacific operations. This responsibility was previously held by North American executives.</p><p>Tesla chief executive officer <b>Elon Musk</b> hinted at a "highly configurable Robovan" that is meant to transport people and cargo. He also suggested it could have an optional solar power canopy that extends on both sides of the van, tripling the roof area.</p><p>Reports in the German press suggested that new systems for producing the Cybertruck drives have been ordered from German manufacturers and these would be deployed in Giga Texas around early June 2023. This machinery, according to the report, is capable of producing about 750,000 drives per year.</p><p><b>Rivian Rings In Fairly Robust Q2 Deliveries:</b> Rivian, a manufacturer of EV pickup trucks, said it delivered 4,467 vehicles in the second quarter and also confirmed plans for producing 250,000 vehicles in 2022. This should come as a relief to investors, who were nervous after the company reduced its production guidance by about half earlier this year.</p><p><b>Nio Holds Power Day 2022:</b>Chinese EV startup <b>Nio, Inc.</b> hosted its annual Nio Power Day 2022 during the week. In an event held virtually, the company reportedly launched a 500-kilowatt ultra-fast charger having a peak current of 650 amperes. The company also teased its third-generation battery-swap station, which it plans to install in late 2022/early 2023.</p><p><b>Volkswagen Announces Battery Plant Investment:</b> German automaker <b>Volkswagen AG</b> said it, along with its partners, plans to invest about $20.38 billion in a battery manufacturing plant in Salzgitter. The announcement came during the ground-breaking ceremony for the proposed plant. The company ultimately targets battery production capacity of 240 gigawatt-hours a year, thanks to a slew of plants it is contemplating bringing online.</p><p><b>Fisker Announces Consumer Financing Platform:</b> <b>Fisker, Inc.</b> announced "Fisker Finance," a digital financing platform offering seamless and convenient loan purchase options to Fisker customers. The company also reaffirmed the nomination of Chase in the U.S. and Santander Consumer Finance in Europe as retail financing partners.</p><p>Separately, it was revealed that Fisker has asked reservation holders for its Ocean One Launch Edition vehicle to pay an incremental $5,000 non-refundable deposit on top of the $250 they had paid for securing a reservation.</p><p><b>EV Stock Performances for The Week:</b></p><p><img src=\"https://static.tigerbbs.com/a2017d1803c95fd215a25bff39745f88\" tg-width=\"828\" tg-height=\"1323\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Teases New EV Concept, Rivian Gets Going, Nio Powers Up, Faraday Future Continues Dream Run And More: Week's Top News From EV Industry</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Teases New EV Concept, Rivian Gets Going, Nio Powers Up, Faraday Future Continues Dream Run And More: Week's Top News From EV Industry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-10 10:09 GMT+8 <a href=https://www.benzinga.com/news/22/07/28006953/elon-musk-teases-new-ev-concept-rivian-gets-going-nio-powers-up-faraday-future-continues-dream-run-a><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSEV stocks closed week sharply higherRivian Q2 deliveries provides boost to the sectorFaraday Future adds one-half to its market-cap amid no newsElectric vehicle stocks advanced in the...</p>\n\n<a href=\"https://www.benzinga.com/news/22/07/28006953/elon-musk-teases-new-ev-concept-rivian-gets-going-nio-powers-up-faraday-future-continues-dream-run-a\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOEV":"Canoo Inc.","QS":"Quantumscape Corp.","NIO.SI":"蔚来","LI":"理想汽车","WKHS":"Workhorse Group, Inc.","FSR":"菲斯克","FFIE":"Faraday Future","KNDI":"康迪车业","RMO":"Romeo Power, Inc.","09868":"小鹏汽车-W","09866":"蔚来-SW","02015":"理想汽车-W","VWAGY":"大众汽车ADR","BLNK":"Blink Charging","LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc.","NIO":"蔚来","HYZN":"Hyzon Motors Inc.","XPEV":"小鹏汽车","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/22/07/28006953/elon-musk-teases-new-ev-concept-rivian-gets-going-nio-powers-up-faraday-future-continues-dream-run-a","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153540846","content_text":"ZINGER KEY POINTSEV stocks closed week sharply higherRivian Q2 deliveries provides boost to the sectorFaraday Future adds one-half to its market-cap amid no newsElectric vehicle stocks advanced in the week ending July 8, thanks to positive broader market sentiment and some encouraging company-specific news. Market leader Tesla, Inc. closed above the $750 level and Rivian Automotive, Inc. also advanced solidly.Here are the key events that happened in the EV space during the week:Tesla Amid Abounding News Flow: Tesla's resilience came to the fore as the company reported record June sales in China. After an anemic performance in April, when Giga Shanghai was shut down for about three weeks, the company came back strongly in May and hit the top gear in June.Tesla pushed out 78,000 Giga-Shanghai-made cars in June, according to the industry body China Passenger Car Association.Reflecting China's importance in Tesla's scheme of things, the company is reportedly planning to appoint its top Chinese executive Tom Zhu to oversee its Asia-Pacific operations. This responsibility was previously held by North American executives.Tesla chief executive officer Elon Musk hinted at a \"highly configurable Robovan\" that is meant to transport people and cargo. He also suggested it could have an optional solar power canopy that extends on both sides of the van, tripling the roof area.Reports in the German press suggested that new systems for producing the Cybertruck drives have been ordered from German manufacturers and these would be deployed in Giga Texas around early June 2023. This machinery, according to the report, is capable of producing about 750,000 drives per year.Rivian Rings In Fairly Robust Q2 Deliveries: Rivian, a manufacturer of EV pickup trucks, said it delivered 4,467 vehicles in the second quarter and also confirmed plans for producing 250,000 vehicles in 2022. This should come as a relief to investors, who were nervous after the company reduced its production guidance by about half earlier this year.Nio Holds Power Day 2022:Chinese EV startup Nio, Inc. hosted its annual Nio Power Day 2022 during the week. In an event held virtually, the company reportedly launched a 500-kilowatt ultra-fast charger having a peak current of 650 amperes. The company also teased its third-generation battery-swap station, which it plans to install in late 2022/early 2023.Volkswagen Announces Battery Plant Investment: German automaker Volkswagen AG said it, along with its partners, plans to invest about $20.38 billion in a battery manufacturing plant in Salzgitter. The announcement came during the ground-breaking ceremony for the proposed plant. The company ultimately targets battery production capacity of 240 gigawatt-hours a year, thanks to a slew of plants it is contemplating bringing online.Fisker Announces Consumer Financing Platform: Fisker, Inc. announced \"Fisker Finance,\" a digital financing platform offering seamless and convenient loan purchase options to Fisker customers. The company also reaffirmed the nomination of Chase in the U.S. and Santander Consumer Finance in Europe as retail financing partners.Separately, it was revealed that Fisker has asked reservation holders for its Ocean One Launch Edition vehicle to pay an incremental $5,000 non-refundable deposit on top of the $250 they had paid for securing a reservation.EV Stock Performances for The Week:","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317300525957200,"gmtCreate":1718505090677,"gmtModify":1718506157257,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"Hoping Tiger continues to grow the next 10 years! and extends into cryptocurrency trading","listText":"Hoping Tiger continues to grow the next 10 years! and extends into cryptocurrency trading","text":"Hoping Tiger continues to grow the next 10 years! and extends into cryptocurrency trading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317300525957200","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261413998501944,"gmtCreate":1704832123439,"gmtModify":1704832127726,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"Play play play[Cool] [Cool] [Cool] [Cool] ","listText":"Play play play[Cool] [Cool] [Cool] [Cool] ","text":"Play play play[Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261413998501944","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939267592,"gmtCreate":1662119305017,"gmtModify":1676537002084,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"[Cry] ","listText":"[Cry] ","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939267592","repostId":"2264247910","repostType":4,"repost":{"id":"2264247910","pubTimestamp":1662110596,"share":"https://ttm.financial/m/news/2264247910?lang=&edition=fundamental","pubTime":"2022-09-02 17:23","market":"us","language":"en","title":"August Jobs Report to Provide More Clues on Economy's Direction, Fed's Rate Path","url":"https://stock-news.laohu8.com/highlight/detail?id=2264247910","media":"seekingalpha","summary":"The U.S. economy has been giving off mixed signals this year, with GDP falling for two straight quar","content":"<html><head></head><body><p>The U.S. economy has been giving off mixed signals this year, with GDP falling for two straight quarters, while the number of jobs continues to grow. Federal Reserve Chair Jerome Powell has repeatedly called the labor market unusually strong in recent months.</p><p>Markets will see how strong it was in August when the Department of Labor issues its Employment Situation Summary on Friday. Economists are expecting 293K jobs will be added to nonfarm payrolls, down from the larger-than-expected 528K added in July. Meanwhile, the unemployment rate is expected to stay at 3.5%, a 50-year low.</p><p>"My expectation is that we are going to see strong employer demand for workers," said AnnElizabeth Konkel, senior economist at job-posting website Indeed, in an interview with Seeking Alpha. "I don't know the magnitude of what that will be, but it will show that employers continue to hire workers."</p><p>"If the consensus among economists is close to correct, the number of jobs added in August will be the lowest in over a year," said Mark Hamrick, senior economic analyst at Bankrate. "At the same time, the unemployment rate sits at 3.5%, the lowest point since the pandemic, matching a decades low level."</p><p>He points out that hiring gains have averaged 471K per month this year, still strong compared with prepandemic levels. For example, from November 2019 to January 2020, about 260K jobs per month were added.</p><p><b>Trend watching: </b>"The economy is growing but does seem to be slowing, which will likely mute job gains moving forward," said Glassdoor Senior Economist Daniel Zhao. "Overall, the labor market is healthy but the slowing economy means it's more likely that July was a positive fluke, rather than the start of an accelerating trend."</p><p>A strong August showing means that Federal Reserve policymakers will likely be considering another 75-basis-point rate increase later this month as they seek to tamp down demand to control inflation. The central bank has increased its federal funds rate target range by 225 bps in its past four meetings, with 75-bp hikes at each of the last two.</p><p><b>'The big thing':</b> Labor force participation is "the big thing" that Konkel will be watching when she reads the report on Friday. That figure stood at 62.1% in July, a half point lower than it was prepandemic. "We are on a journey. We have not arrived at our destination," she said. "I think we're getting there."</p><p>There are several reasons for the lower than desired participation rate, she said, including factors like an "iffy" day-care situation, people affected by long COVID, and some workers may still have the option to stay out of the workforce due to their accumulated savings. "Eventually those savings are going to dwindle and they're going to rejoin the workforce," she said.</p><p><b>Sector dynamics:</b> Leisure and hospitality, one of the sectors hit the hardest by the pandemic, is expected to continue showing strength in August. "My hope is that we continue to see gains in leisure and hospitality, and service in general," Indeed's Konkel said.</p><p>In manufacturing, recent indicators show hiring was robust in August, according to the ISM Manufacturing Purchasing Managers Index report. There were "few indications of layoffs, hiring freezes, or head-count reductions through attrition," said Timothy Fiore, chair of the ISM Manufacturing Business Survey Committee. In addition, companies reported a lower rate of quits, he said.</p><p>Konkel will also be looking at hiring in the information sector. While there have been some high-profile announcements of layoffs in tech, that hadn't shown up in the broader July job openings and labor turnover report. There were some 11.2M job openings in the U.S. at the end of July, up from 11.0M a month earlier.</p><p>Wages, too, will be closely watched rose. Average hourly earnings are expected to rise 5.3% Y/Y, up slightly from 5.2% in July. "The fact that wages haven't kept up with inflation, that puts to rest fears of the wage-price spiral," Konkel said.</p><p>Glassdoor's Zhao pointed out that in August, the Bureau of Labor Statistics released its preliminary benchmark revisions for March 2022, estimating an additional 462K jobs should be added to the March 2022 payroll number. Depending on final revisions, set to be published with the January 2023 report, "the revision may be enough to bump up 2022 job gains from 6.7M to over 7M, which would easily be the largest annual payroll gain on record," he said.</p><p>Cleveland Fed President Loretta Mester expects the Fed will need to increase its key rate to over 4% and keep hold it there for all of next year.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>August Jobs Report to Provide More Clues on Economy's Direction, Fed's Rate Path</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\">\nAugust Jobs Report to Provide More Clues on Economy's Direction, Fed's Rate Path\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-02 17:23 GMT+8 <a href=https://seekingalpha.com/news/3879054-august-jobs-report-preview><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The U.S. economy has been giving off mixed signals this year, with GDP falling for two straight quarters, while the number of jobs continues to grow. Federal Reserve Chair Jerome Powell has repeatedly...</p>\n\n<a href=\"https://seekingalpha.com/news/3879054-august-jobs-report-preview\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3879054-august-jobs-report-preview","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2264247910","content_text":"The U.S. economy has been giving off mixed signals this year, with GDP falling for two straight quarters, while the number of jobs continues to grow. Federal Reserve Chair Jerome Powell has repeatedly called the labor market unusually strong in recent months.Markets will see how strong it was in August when the Department of Labor issues its Employment Situation Summary on Friday. Economists are expecting 293K jobs will be added to nonfarm payrolls, down from the larger-than-expected 528K added in July. Meanwhile, the unemployment rate is expected to stay at 3.5%, a 50-year low.\"My expectation is that we are going to see strong employer demand for workers,\" said AnnElizabeth Konkel, senior economist at job-posting website Indeed, in an interview with Seeking Alpha. \"I don't know the magnitude of what that will be, but it will show that employers continue to hire workers.\"\"If the consensus among economists is close to correct, the number of jobs added in August will be the lowest in over a year,\" said Mark Hamrick, senior economic analyst at Bankrate. \"At the same time, the unemployment rate sits at 3.5%, the lowest point since the pandemic, matching a decades low level.\"He points out that hiring gains have averaged 471K per month this year, still strong compared with prepandemic levels. For example, from November 2019 to January 2020, about 260K jobs per month were added.Trend watching: \"The economy is growing but does seem to be slowing, which will likely mute job gains moving forward,\" said Glassdoor Senior Economist Daniel Zhao. \"Overall, the labor market is healthy but the slowing economy means it's more likely that July was a positive fluke, rather than the start of an accelerating trend.\"A strong August showing means that Federal Reserve policymakers will likely be considering another 75-basis-point rate increase later this month as they seek to tamp down demand to control inflation. The central bank has increased its federal funds rate target range by 225 bps in its past four meetings, with 75-bp hikes at each of the last two.'The big thing': Labor force participation is \"the big thing\" that Konkel will be watching when she reads the report on Friday. That figure stood at 62.1% in July, a half point lower than it was prepandemic. \"We are on a journey. We have not arrived at our destination,\" she said. \"I think we're getting there.\"There are several reasons for the lower than desired participation rate, she said, including factors like an \"iffy\" day-care situation, people affected by long COVID, and some workers may still have the option to stay out of the workforce due to their accumulated savings. \"Eventually those savings are going to dwindle and they're going to rejoin the workforce,\" she said.Sector dynamics: Leisure and hospitality, one of the sectors hit the hardest by the pandemic, is expected to continue showing strength in August. \"My hope is that we continue to see gains in leisure and hospitality, and service in general,\" Indeed's Konkel said.In manufacturing, recent indicators show hiring was robust in August, according to the ISM Manufacturing Purchasing Managers Index report. There were \"few indications of layoffs, hiring freezes, or head-count reductions through attrition,\" said Timothy Fiore, chair of the ISM Manufacturing Business Survey Committee. In addition, companies reported a lower rate of quits, he said.Konkel will also be looking at hiring in the information sector. While there have been some high-profile announcements of layoffs in tech, that hadn't shown up in the broader July job openings and labor turnover report. There were some 11.2M job openings in the U.S. at the end of July, up from 11.0M a month earlier.Wages, too, will be closely watched rose. Average hourly earnings are expected to rise 5.3% Y/Y, up slightly from 5.2% in July. \"The fact that wages haven't kept up with inflation, that puts to rest fears of the wage-price spiral,\" Konkel said.Glassdoor's Zhao pointed out that in August, the Bureau of Labor Statistics released its preliminary benchmark revisions for March 2022, estimating an additional 462K jobs should be added to the March 2022 payroll number. Depending on final revisions, set to be published with the January 2023 report, \"the revision may be enough to bump up 2022 job gains from 6.7M to over 7M, which would easily be the largest annual payroll gain on record,\" he said.Cleveland Fed President Loretta Mester expects the Fed will need to increase its key rate to over 4% and keep hold it there for all of next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996793668,"gmtCreate":1661214306556,"gmtModify":1676536475088,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"[Anger] ","listText":"[Anger] ","text":"[Anger]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996793668","repostId":"2261766825","repostType":4,"repost":{"id":"2261766825","pubTimestamp":1661209706,"share":"https://ttm.financial/m/news/2261766825?lang=&edition=fundamental","pubTime":"2022-08-23 07:08","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Sharply Lower on Fears of Aggressive Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=2261766825","media":"Reuters","summary":"Wall Street ended sharply lower on Monday as investors fretted about a U.S. Federal Reserve gatherin","content":"<html><head></head><body><p>Wall Street ended sharply lower on Monday as investors fretted about a U.S. Federal Reserve gathering later this week in Jackson Hole, Wyoming, that is expected to reinforce a strong commitment by the central bank to stamp out inflation.</p><p>All of 11 S&P 500 sector indexes fell for most of the session, led lower by technology, consumer discretionary and communication services.</p><p>Amazon.com Inc, Nvidia Corp, Microsoft Corp and Tesla Inc all tumbled as the benchmark 10-year U.S. Treasury yield rose past 3% for the first time since July 21.</p><p>Technology and other higher-growth stocks often fall when bond yields rise.</p><p>After a summer rally on Wall Street ended last week, the S&P 500 remains down about 13% so far in 2022, and the Nasdaq is down more than 20%.</p><p>The CBOE Volatility index, Wall Street's fear gauge, rose to 24.4, its highest in over two weeks.</p><p>Focus is on Fed Chair Jerome Powell's speech on Friday at the central banking conference in Jackson Hole for further cues on how aggressively the Fed is likely to be with future interest rate hikes.</p><p>"Powell is going to try to sound hawkish to tamp down inflationary expectations and tighten financial conditions. So that's most likely going to be a negative catalyst for the market," warned Jay Hatfield, chief investment officer at Infrastructure Capital Management in New York.</p><p>The Fed will probably raise interest rates by 50 basis points in September, according to economists polled by Reuters.</p><p>However, traders are split between a 50 bps hike and a 75 bps hike by the central bank after several policymakers recently pushed back against expectations of a dovish pivot and emphasized the Fed's commitment to fight against inflation.</p><p>Investors will also be looking for details on the Fed's plans to reduce its nearly $9 trillion balance sheet, a process that started in June.</p><p>According to preliminary data, the S&P 500 lost 89.65 points, or 2.12%, to end at 4,138.83 points, while the Nasdaq Composite lost 320.07 points, or 2.52%, to 12,385.14. The Dow Jones Industrial Average fell 632.72 points, or 1.88%, to 33,074.02.</p><p>Slowdown fears hit markets globally. China's central bank trimmed some key lending rates on Monday in a bid to support a slowing economy and a stressed housing sector.</p><p>Also bleeding into negative sentiment on Wall Street, European shares dropped after Russia's Gazprom said last week it would halt natural gas supplies to Europe for three days at the end of August.</p><p>AMC Entertainment Holdings Inc tumbled after the cinema chain's preferred stock listing started trading and its UK-based rival Cineworld Group warned of a possible bankruptcy filing.</p><p>Signify Health Inc surged following a report on Sunday that UnitedHealth Group Inc, Amazon, CVS Health Corp and <a href=\"https://laohu8.com/S/OPCH\">Option Care Health Inc</a> were bidding to acquire the company.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Sharply Lower on Fears of Aggressive Fed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Sharply Lower on Fears of Aggressive Fed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-23 07:08 GMT+8 <a href=https://finance.yahoo.com/news/us-stocks-wall-street-ends-200110143.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street ended sharply lower on Monday as investors fretted about a U.S. Federal Reserve gathering later this week in Jackson Hole, Wyoming, that is expected to reinforce a strong commitment by the...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-200110143.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-200110143.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261766825","content_text":"Wall Street ended sharply lower on Monday as investors fretted about a U.S. Federal Reserve gathering later this week in Jackson Hole, Wyoming, that is expected to reinforce a strong commitment by the central bank to stamp out inflation.All of 11 S&P 500 sector indexes fell for most of the session, led lower by technology, consumer discretionary and communication services.Amazon.com Inc, Nvidia Corp, Microsoft Corp and Tesla Inc all tumbled as the benchmark 10-year U.S. Treasury yield rose past 3% for the first time since July 21.Technology and other higher-growth stocks often fall when bond yields rise.After a summer rally on Wall Street ended last week, the S&P 500 remains down about 13% so far in 2022, and the Nasdaq is down more than 20%.The CBOE Volatility index, Wall Street's fear gauge, rose to 24.4, its highest in over two weeks.Focus is on Fed Chair Jerome Powell's speech on Friday at the central banking conference in Jackson Hole for further cues on how aggressively the Fed is likely to be with future interest rate hikes.\"Powell is going to try to sound hawkish to tamp down inflationary expectations and tighten financial conditions. So that's most likely going to be a negative catalyst for the market,\" warned Jay Hatfield, chief investment officer at Infrastructure Capital Management in New York.The Fed will probably raise interest rates by 50 basis points in September, according to economists polled by Reuters.However, traders are split between a 50 bps hike and a 75 bps hike by the central bank after several policymakers recently pushed back against expectations of a dovish pivot and emphasized the Fed's commitment to fight against inflation.Investors will also be looking for details on the Fed's plans to reduce its nearly $9 trillion balance sheet, a process that started in June.According to preliminary data, the S&P 500 lost 89.65 points, or 2.12%, to end at 4,138.83 points, while the Nasdaq Composite lost 320.07 points, or 2.52%, to 12,385.14. The Dow Jones Industrial Average fell 632.72 points, or 1.88%, to 33,074.02.Slowdown fears hit markets globally. China's central bank trimmed some key lending rates on Monday in a bid to support a slowing economy and a stressed housing sector.Also bleeding into negative sentiment on Wall Street, European shares dropped after Russia's Gazprom said last week it would halt natural gas supplies to Europe for three days at the end of August.AMC Entertainment Holdings Inc tumbled after the cinema chain's preferred stock listing started trading and its UK-based rival Cineworld Group warned of a possible bankruptcy filing.Signify Health Inc surged following a report on Sunday that UnitedHealth Group Inc, Amazon, CVS Health Corp and Option Care Health Inc were bidding to acquire the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262784360943704,"gmtCreate":1705190524821,"gmtModify":1705190529158,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"Good morning fellow gamers[Happy] [Happy] ","listText":"Good morning fellow gamers[Happy] [Happy] ","text":"Good morning fellow gamers[Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262784360943704","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261057950490864,"gmtCreate":1704745215271,"gmtModify":1704745219525,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"Valid post for game[Speechless] [Speechless] [Speechless] ","listText":"Valid post for game[Speechless] [Speechless] [Speechless] ","text":"Valid post for game[Speechless] [Speechless] [Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261057950490864","isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259943389249584,"gmtCreate":1704473214343,"gmtModify":1704473218573,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"[Allin] [Allin] [Allin] [Allin] [Allin] ","listText":"[Allin] [Allin] [Allin] [Allin] [Allin] ","text":"[Allin] [Allin] [Allin] [Allin] [Allin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259943389249584","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969913012,"gmtCreate":1668313493436,"gmtModify":1676538040494,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"[Surprised] ","listText":"[Surprised] ","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969913012","repostId":"1190456060","repostType":4,"repost":{"id":"1190456060","pubTimestamp":1668302284,"share":"https://ttm.financial/m/news/1190456060?lang=&edition=fundamental","pubTime":"2022-11-13 09:18","market":"us","language":"en","title":"SPY: Bear Market Rally Or A Major Bottom?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190456060","media":"Seeking Alpha","summary":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF that tracks the S&P500 soared by 5.5% Thursday - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean?","content":"<html><head></head><body><h2>Summary</h2><ul><li>Large 1-day rallies are usually associated with the bear market rallies.</li><li>Major bottoms require a policy change.</li><li>The Fed is still in inflation-fighting mode.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d234d2c3a6fdd66410e8c4fdc86a25\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gonin/iStock via Getty Images</span></p><h2>The top 20: daily returns for S&P500</h2><p>The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let's first evaluate the top 20 list of the daily rates of return for the S&P500:</p><p><img src=\"https://static.tigerbbs.com/9a00554a6ad210b0ab26216de0667def\" tg-width=\"927\" tg-height=\"1314\" referrerpolicy=\"no-referrer\"/></p><p>As you can see from the list above,</p><ul><li>12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.</li><li>8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.</li><li>2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.</li></ul><p>Based on the historical evidence, the 5.6% daily spike in S&P500 (SPX) is either a signal of a major bottom or just another bear market rally.</p><h2>The major bottom thesis</h2><p>The major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.</p><p>The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.</p><p>As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed's monetary policy tightening, 2) the recessionary selloff caused by the Fed's tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.</p><p>The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It's true, we are likely past the peak inflation, and thus the peak hawkishness.</p><p>However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether "something will break" during the process and cause the Phase 3 and the credit crunch.</p><h2>The recessionary selloff</h2><p>The S&P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.</p><p>Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.</p><p>Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ef81e28bf62d769ca5f75f29feb339\" tg-width=\"640\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><p>Based on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.</p><h2>Why is the 10Y-3mo curve inverted? Why is this signaling a recession?</h2><p>The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.</p><p>The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.</p><p>But don't count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.</p><p>But don't expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it's more likely to escalate. This is inflationary. The war in Ukraine is still active and it's more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.</p><h2>It's a bear market rally</h2><p>We are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of "things breaking" like the cryptocurrencies, which could lead to the Phase 3 selloff.</p><p>Bear market rallies happen during the "in-between periods", so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don't think anybody expects this over the near term. Don't fight the Fed. The bear market rally is the opportunity to sell or re-short.</p><h2>SPY sector analysis</h2><p>AllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11bae7fc6e9bba3dee9e588bd902bb1\" tg-width=\"640\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/><span>SelectSectorSPDR</span></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>SPY: Bear Market Rally Or A Major Bottom?</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\">\nSPY: Bear Market Rally Or A Major Bottom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 09:18 GMT+8 <a href=https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20...</p>\n\n<a href=\"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190456060","content_text":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let's first evaluate the top 20 list of the daily rates of return for the S&P500:As you can see from the list above,12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.Based on the historical evidence, the 5.6% daily spike in S&P500 (SPX) is either a signal of a major bottom or just another bear market rally.The major bottom thesisThe major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed's monetary policy tightening, 2) the recessionary selloff caused by the Fed's tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It's true, we are likely past the peak inflation, and thus the peak hawkishness.However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether \"something will break\" during the process and cause the Phase 3 and the credit crunch.The recessionary selloffThe S&P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:FREDBased on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.Why is the 10Y-3mo curve inverted? Why is this signaling a recession?The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.But don't count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.But don't expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it's more likely to escalate. This is inflationary. The war in Ukraine is still active and it's more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.It's a bear market rallyWe are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of \"things breaking\" like the cryptocurrencies, which could lead to the Phase 3 selloff.Bear market rallies happen during the \"in-between periods\", so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don't think anybody expects this over the near term. Don't fight the Fed. The bear market rally is the opportunity to sell or re-short.SPY sector analysisAllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.SelectSectorSPDR","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907301744,"gmtCreate":1660137832591,"gmtModify":1703478283637,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"[What] ","listText":"[What] ","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907301744","repostId":"1127846693","repostType":4,"repost":{"id":"1127846693","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":1660135110,"share":"https://ttm.financial/m/news/1127846693?lang=&edition=fundamental","pubTime":"2022-08-10 20:38","market":"us","language":"en","title":"Pre-Bell|Dow Futures Rose 400 Points After Inflation Report; This Metaverse Stock Crashed Over 15%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127846693","media":"Tiger Newspress","summary":"U.S. stock futures rose on Wednesday morning after a key inflation reading showed a better than expe","content":"<html><head></head><body><p>U.S. stock futures rose on Wednesday morning after a key inflation reading showed a better than expected slowdown for rising prices. The July consumer price index report showed a slowdown in headline inflation.</p><p><b>Market Snapshot</b></p><p>At 8:35 a.m. ET, Dow e-minis were up 1.19%, S&P 500 e-minis were up 1.62%, and Nasdaq 100 e-minis were up 2.26%.</p><p><img src=\"https://static.tigerbbs.com/b147def589e676d1bbcf96d27730d9fe\" tg-width=\"1080\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/WEN\">Wendy's</a></b> – Wendy’s shares fell 1% in premarket trading following a mixed quarter, which saw the restaurant chain report better-than-expected earnings while revenue fell short of Street forecasts. U.S. same-restaurant sales rose 2.3%, less than analysts had estimated, as consumers spent more cautiously.</p><p><b><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a></b> – The cryptocurrency exchange operator’s shares slid 5% in the premarket after the company reported a wider-than-expected quarterly loss, with business impacted by the slide in crypto prices during the spring months. Coinbase saw volumes fall as the number of active traders declined during the quarter.</p><p><b><a href=\"https://laohu8.com/S/BZFD\">Buzzfeed</a></b> – The digital media company reported a wider-than-expected quarterly loss amid a pressured advertising market and rising expenses. Buzzfeed fell 3.7% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b> – Twitter added 3.6% in premarket action following news that Elon Musk sold nearly $7 billion inTesla(TSLA) shares over the past few days. The move comes amid uncertainty over whether a court will force Musk to follow through on his $44 billion deal to buy Twitter. Tesla shares gained 1.3%.</p><p><b><a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a></b> – The videogame company’s stock tumbled 15.1% in the premarket after Roblox reported a quarterly loss that was wider than expected and bookings – a key sales metric – fell short of analyst forecasts.</p><p><b><a href=\"https://laohu8.com/S/WYNN\">Wynn</a></b> – The resort operator reported a smaller-than-expected quarterly loss, but revenue was shy of expectations as results in Macau continue to be pressured by Covid-related shutdowns. Wynn Resorts fell 2.9% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/TTD\">Trade Desk Inc.</a></b> – The digital advertising firm’s stock surged 16.3% in the premarket after it reported better-than-expected quarterly revenue and gave an upbeat forecast for the current quarter. The company said its performance gives it confidence that it can gain market share in any economic environment.</p><p><b><a href=\"https://laohu8.com/S/HRB\">H&R Block</a></b> – The tax preparation firm’s stock jumped 4% in premarket action after quarterly results were better than expected, helped by a strong tax season. H&R Block also announced a 7% dividend increase and a new $1.25 billion stock buyback program.</p><p><b>Market News</b></p><p>Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.<b> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> did not immediately respond for comment.</p><p><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b> is asking teams across the company to rein in some employee expenses as the software giant tries to control costs in the current economic environment. Finance chief Amy Hood warns employees to keep an eye on budgets.</p><p>The US Justice Department is preparing to sue <b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></b> as soon as next month, according to people familiar with the matter, capping years of work to build a case that the Alphabet Inc. unit illegally dominates the digital advertising market.</p><p>Facebook-parent <b><a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a></b> said on Tuesday it had raised $10 billion in its first-ever bond offering, as it looks to fund share buybacks and investments to revamp its business.</p><p><b><a href=\"https://laohu8.com/S/SFTBY\">Softbank Group Corp</a></b> expects to post a 4.6 trillion yen ($34.1 billion) gain from settling forward contracts for <b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a></b> stock, a far larger windfall than previously reported. Its stake in Alibaba would fall to 14.6% from 23.7% as of the end of June after the settlement.</p><p><b><a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a></b> posted net bookings of $639.9 million in the second quarter, compared with $665.5 million a year earlier. It reported a loss of 30 cents per share, bookings for July were up between 8% and 10% year over year, while Daily Active Users (DAUs) rose 26%.</p><p><b><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a></b> reported a Q2 diluted loss of $4.98, compared with earnings of $6.42 a year earlier. Revenue was $808.3 million for the quarter that ended June 30, down from $2.23 billion a year earlier. Monthly transacting users fell to 9 million in Q2 from 8.8 million a year earlier. Trading volume declined to 217 billion from 462 billion a year ago.</p><p><b><a href=\"https://laohu8.com/S/F\">Ford</a></b> said on Tuesday it would raise the prices of its electric F-150 Lightning pickup as the U.S. carmaker deals with surging raw material costs. Prices for its 2023 F-150 lightning will be increased in the range of $6,000 and $8,500 depending on the variant, with the cheapest Pro model now priced at about $47,000.</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|Dow Futures Rose 400 Points After Inflation Report; This Metaverse Stock Crashed Over 15%</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|Dow Futures Rose 400 Points After Inflation Report; This Metaverse Stock Crashed Over 15%\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 20:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures rose on Wednesday morning after a key inflation reading showed a better than expected slowdown for rising prices. The July consumer price index report showed a slowdown in headline inflation.</p><p><b>Market Snapshot</b></p><p>At 8:35 a.m. ET, Dow e-minis were up 1.19%, S&P 500 e-minis were up 1.62%, and Nasdaq 100 e-minis were up 2.26%.</p><p><img src=\"https://static.tigerbbs.com/b147def589e676d1bbcf96d27730d9fe\" tg-width=\"1080\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/WEN\">Wendy's</a></b> – Wendy’s shares fell 1% in premarket trading following a mixed quarter, which saw the restaurant chain report better-than-expected earnings while revenue fell short of Street forecasts. U.S. same-restaurant sales rose 2.3%, less than analysts had estimated, as consumers spent more cautiously.</p><p><b><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a></b> – The cryptocurrency exchange operator’s shares slid 5% in the premarket after the company reported a wider-than-expected quarterly loss, with business impacted by the slide in crypto prices during the spring months. Coinbase saw volumes fall as the number of active traders declined during the quarter.</p><p><b><a href=\"https://laohu8.com/S/BZFD\">Buzzfeed</a></b> – The digital media company reported a wider-than-expected quarterly loss amid a pressured advertising market and rising expenses. Buzzfeed fell 3.7% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b> – Twitter added 3.6% in premarket action following news that Elon Musk sold nearly $7 billion inTesla(TSLA) shares over the past few days. The move comes amid uncertainty over whether a court will force Musk to follow through on his $44 billion deal to buy Twitter. Tesla shares gained 1.3%.</p><p><b><a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a></b> – The videogame company’s stock tumbled 15.1% in the premarket after Roblox reported a quarterly loss that was wider than expected and bookings – a key sales metric – fell short of analyst forecasts.</p><p><b><a href=\"https://laohu8.com/S/WYNN\">Wynn</a></b> – The resort operator reported a smaller-than-expected quarterly loss, but revenue was shy of expectations as results in Macau continue to be pressured by Covid-related shutdowns. Wynn Resorts fell 2.9% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/TTD\">Trade Desk Inc.</a></b> – The digital advertising firm’s stock surged 16.3% in the premarket after it reported better-than-expected quarterly revenue and gave an upbeat forecast for the current quarter. The company said its performance gives it confidence that it can gain market share in any economic environment.</p><p><b><a href=\"https://laohu8.com/S/HRB\">H&R Block</a></b> – The tax preparation firm’s stock jumped 4% in premarket action after quarterly results were better than expected, helped by a strong tax season. H&R Block also announced a 7% dividend increase and a new $1.25 billion stock buyback program.</p><p><b>Market News</b></p><p>Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.<b> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> did not immediately respond for comment.</p><p><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b> is asking teams across the company to rein in some employee expenses as the software giant tries to control costs in the current economic environment. Finance chief Amy Hood warns employees to keep an eye on budgets.</p><p>The US Justice Department is preparing to sue <b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></b> as soon as next month, according to people familiar with the matter, capping years of work to build a case that the Alphabet Inc. unit illegally dominates the digital advertising market.</p><p>Facebook-parent <b><a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a></b> said on Tuesday it had raised $10 billion in its first-ever bond offering, as it looks to fund share buybacks and investments to revamp its business.</p><p><b><a href=\"https://laohu8.com/S/SFTBY\">Softbank Group Corp</a></b> expects to post a 4.6 trillion yen ($34.1 billion) gain from settling forward contracts for <b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a></b> stock, a far larger windfall than previously reported. Its stake in Alibaba would fall to 14.6% from 23.7% as of the end of June after the settlement.</p><p><b><a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a></b> posted net bookings of $639.9 million in the second quarter, compared with $665.5 million a year earlier. It reported a loss of 30 cents per share, bookings for July were up between 8% and 10% year over year, while Daily Active Users (DAUs) rose 26%.</p><p><b><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a></b> reported a Q2 diluted loss of $4.98, compared with earnings of $6.42 a year earlier. Revenue was $808.3 million for the quarter that ended June 30, down from $2.23 billion a year earlier. Monthly transacting users fell to 9 million in Q2 from 8.8 million a year earlier. Trading volume declined to 217 billion from 462 billion a year ago.</p><p><b><a href=\"https://laohu8.com/S/F\">Ford</a></b> said on Tuesday it would raise the prices of its electric F-150 Lightning pickup as the U.S. carmaker deals with surging raw material costs. Prices for its 2023 F-150 lightning will be increased in the range of $6,000 and $8,500 depending on the variant, with the cheapest Pro model now priced at about $47,000.</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":"1127846693","content_text":"U.S. stock futures rose on Wednesday morning after a key inflation reading showed a better than expected slowdown for rising prices. The July consumer price index report showed a slowdown in headline inflation.Market SnapshotAt 8:35 a.m. ET, Dow e-minis were up 1.19%, S&P 500 e-minis were up 1.62%, and Nasdaq 100 e-minis were up 2.26%.Pre-Market MoversWendy's – Wendy’s shares fell 1% in premarket trading following a mixed quarter, which saw the restaurant chain report better-than-expected earnings while revenue fell short of Street forecasts. U.S. same-restaurant sales rose 2.3%, less than analysts had estimated, as consumers spent more cautiously.Coinbase Global, Inc. – The cryptocurrency exchange operator’s shares slid 5% in the premarket after the company reported a wider-than-expected quarterly loss, with business impacted by the slide in crypto prices during the spring months. Coinbase saw volumes fall as the number of active traders declined during the quarter.Buzzfeed – The digital media company reported a wider-than-expected quarterly loss amid a pressured advertising market and rising expenses. Buzzfeed fell 3.7% in premarket trading.Twitter – Twitter added 3.6% in premarket action following news that Elon Musk sold nearly $7 billion inTesla(TSLA) shares over the past few days. The move comes amid uncertainty over whether a court will force Musk to follow through on his $44 billion deal to buy Twitter. Tesla shares gained 1.3%.Roblox Corporation – The videogame company’s stock tumbled 15.1% in the premarket after Roblox reported a quarterly loss that was wider than expected and bookings – a key sales metric – fell short of analyst forecasts.Wynn – The resort operator reported a smaller-than-expected quarterly loss, but revenue was shy of expectations as results in Macau continue to be pressured by Covid-related shutdowns. Wynn Resorts fell 2.9% in premarket trading.Trade Desk Inc. – The digital advertising firm’s stock surged 16.3% in the premarket after it reported better-than-expected quarterly revenue and gave an upbeat forecast for the current quarter. The company said its performance gives it confidence that it can gain market share in any economic environment.H&R Block – The tax preparation firm’s stock jumped 4% in premarket action after quarterly results were better than expected, helped by a strong tax season. H&R Block also announced a 7% dividend increase and a new $1.25 billion stock buyback program.Market NewsElon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday. Tesla Motors did not immediately respond for comment.Microsoft is asking teams across the company to rein in some employee expenses as the software giant tries to control costs in the current economic environment. Finance chief Amy Hood warns employees to keep an eye on budgets.The US Justice Department is preparing to sue Alphabet as soon as next month, according to people familiar with the matter, capping years of work to build a case that the Alphabet Inc. unit illegally dominates the digital advertising market.Facebook-parent Meta Platforms, Inc. said on Tuesday it had raised $10 billion in its first-ever bond offering, as it looks to fund share buybacks and investments to revamp its business.Softbank Group Corp expects to post a 4.6 trillion yen ($34.1 billion) gain from settling forward contracts for Alibaba stock, a far larger windfall than previously reported. Its stake in Alibaba would fall to 14.6% from 23.7% as of the end of June after the settlement.Roblox Corporation posted net bookings of $639.9 million in the second quarter, compared with $665.5 million a year earlier. It reported a loss of 30 cents per share, bookings for July were up between 8% and 10% year over year, while Daily Active Users (DAUs) rose 26%.Coinbase Global, Inc. reported a Q2 diluted loss of $4.98, compared with earnings of $6.42 a year earlier. Revenue was $808.3 million for the quarter that ended June 30, down from $2.23 billion a year earlier. Monthly transacting users fell to 9 million in Q2 from 8.8 million a year earlier. Trading volume declined to 217 billion from 462 billion a year ago.Ford said on Tuesday it would raise the prices of its electric F-150 Lightning pickup as the U.S. carmaker deals with surging raw material costs. Prices for its 2023 F-150 lightning will be increased in the range of $6,000 and $8,500 depending on the variant, with the cheapest Pro model now priced at about $47,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905588016,"gmtCreate":1659917599137,"gmtModify":1703475874155,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"[Spurting] ","listText":"[Spurting] ","text":"[Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905588016","repostId":"1166128821","repostType":4,"repost":{"id":"1166128821","pubTimestamp":1659844984,"share":"https://ttm.financial/m/news/1166128821?lang=&edition=fundamental","pubTime":"2022-08-07 12:03","market":"us","language":"en","title":"Palantir Q2: Investors Beware","url":"https://stock-news.laohu8.com/highlight/detail?id=1166128821","media":"Seeking Alpha","summary":"SummaryPalantir will be reporting its Q2 results before markets open on Monday.Its revenue is estima","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir will be reporting its Q2 results before markets open on Monday.</li><li>Its revenue is estimated to be $474.1 million.</li><li>Palantir's government revenue likely to remain subdued on account of lackluster order wins from the US government during the quarter.</li></ul><p>Palantir (NYSE:PLTR) will be releasing its Q2resultsbefore markets open on Monday. The company's management issued an extremely conservative revenue guidance for the quarter, in light of the global macroeconomic uncertainty, and investors are now wondering if there's a possibility of a revenue beat. But in addition to tracking Palantir's top line figure, investors should also track its customer additions, billings growth, segment financials and its management's outlook for Q3. These items, collectively, will highlight Palantir's near-term growth prospects and are likely to determine where its shares head next.</p><p><b>Operating Metrics</b></p><p>There's no denying that Palantir is a rapidly growing company but we've to keep a vigilant eye and check if its financial and operating growth momentums don't fizzle out during these times of macroeconomic uncertainty. For this, we can start by monitoring Palantir's customer additions, which essentially highlights its customer traction and indicates how competitive its platforms really are, in today's time.</p><p>Palantir has been able to expand its commercial customer base at an impressive pace over the past 6 quarters, exactly as I had forecasted in my prior articles like here, by undertaking a slew of initiatives. They rapidly expanded their sales team, offered free/limit trials to major enterprises and switched to a recurring payment model to reduce the inertia amongst its potential customer base. Since these initiatives are still ongoing, I expect them to continue bearing fruit and expect the company's commercial customer base to expand rapidly in the foreseeable future as well.</p><p><img src=\"https://static.tigerbbs.com/cfaddbc06e94e062dc724ff5af6593b7\" tg-width=\"640\" tg-height=\"544\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>However, Palantir seems to have hit a saturation point with regards to its government customer base. Maybe there's geopolitics at play, or maybe there aren't many government agencies in the world that are looking for data analytics solutions from a non-native company that has close ties with the US government. I welcome readers to speculate on the issue. But having said that, there haven't been any major announcements from Palantir to catapult growth in this area so I expect its government customer base to more or less remain flat sequentially.</p><p>Moving on, the customer adds figure alone won't be enough to reveal the entire picture. For instance, a sequentially flat billings figure, while customer growth continues, would imply that either existing customers slashed their spending on Palantir's platforms or its new customers signed up with miniscule contract values. On the other hand, healthy customer and billings growth would imply that Palantir's new and existing customers are in the process of ramping their spending on the company's platforms. A third scenario could be if Palantir's billings and customer growth declines, stagnates, or slows down, which would imply that Palantir has hit a saturation point and its platforms are no longer in vogue. So, pay close attention to Palantir's billings growth once the company reports its Q2 results this coming Monday.</p><p><img src=\"https://static.tigerbbs.com/cfef004ca3e7144d46683d030948280b\" tg-width=\"640\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>Now, having discussed the operating levers, let's now shift attention to Palantir's financials.</p><p><b>Financial Bifurcation</b></p><p>It's worth noting that Palantir classifies its revenue in two reportable segments, namely commercial and government segments. The commercial segment happens to be the smaller one out of the two, at least in terms of revenue, and amounted to nearly 46% of the company's total sales last quarter.</p><p><img src=\"https://static.tigerbbs.com/c6c26bc211b592883ccfc648d76d754f\" tg-width=\"640\" tg-height=\"545\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>Thanks to the rapid commercial customer adds in recent quarters, Palantir's commercial revenue has been growing at a breakneck pace of late and driving growth for the company as a whole. I expect this dynamic to continue in Q2 as well, with commercial revenue growing 10% sequentially and amounting to $225 million during Q2 2022.</p><p>The government segment contributed a little over 54% to Palantir's overall sales last quarter and the revenue stream has been growing at a relatively slower pace. This is, in part, due to the saturation in government customer additions as seen in the first section of this article. If the company's government customer base has saturated, then it's only natural that its government revenue stream would saturate as well.</p><p>What exacerbates the problem is that the inflow of federal government contracts has considerably slowed down in the last 2 quarters. Although Palantir's management noted in their last earnings call that they are "seeing an acceleration of our U.S. government revenue", the ground reality isn't all that encouraging. As it turns out, the dollar-value of new orders signed with various US government agencies during Q2, is up 14% sequentially but still down 48% year over year. This means that even though Palantir has made some progress on this front, there's still a long way to go when compared to the company's own prior history with government contract wins.</p><p><img src=\"https://static.tigerbbs.com/513e837064ffbf5b6adf1084eda3110b\" tg-width=\"640\" tg-height=\"456\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>So, as far as Q2 is concerned, I expect Palantir's government revenue to grow marginally by 3% sequentially, with its revenue figure coming in at approximately $249 million. At this pace, I expect Palantir's commercial revenue to overtake its government revenue and become the leading contributor to the entire company's top line sometime in Q4 2022 or Q1 2023. But coming back to our discussion, this brings us to a company-wide revenue estimate of $474.1 million. My forecast is coincidentally in-line with the Street'sestimatesthat are spanning from $470 million to $475.9 million.</p><p><img src=\"https://static.tigerbbs.com/a64133285cdbea23e36084f025bdfe2b\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>But having said that, pay close attention to Palantir management's revenue and billings outlook for Q3. As companies and government agencies across the globe cut down on spending, Palantir might be affected as well. This could come in the form of order cancellations, deferred contract signings and/or slowing down revenue growth. So, look for management's comments on their growth momentum.</p><p><b>Final Thoughts</b></p><p>Palantir's shares are down 62% from their 52-week highs and they're now attractively valued at current levels. The stock is trading at 14-times its trailing twelve-month sales at the time of this writing, which is more or less in-line with many of the other rapidly growing software infrastructure stocks.</p><p><img src=\"https://static.tigerbbs.com/54f28bcdbe209a2f5851224c7db57676\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>I, personally, expect Palantir to continue growing rapidly in the next 2 years at the very least. The company has compelling platform offerings and it has market validation in the form of rapid commercial customer additions. So, I remain bullish on Palantir. But, at the same time, I would recommend readers and investors to remain vigilant and monitor its customer additions, billings growth, segment financials and its management's outlook for Q3. These items will indicate if Palantir is succumbing to macroeconomic pressures or if its growth momentum remains intact. Good Luck!</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 Q2: Investors Beware</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Q2: Investors Beware\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 12:03 GMT+8 <a href=https://seekingalpha.com/article/4529579-palantir-q2-investors-beware><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir will be reporting its Q2 results before markets open on Monday.Its revenue is estimated to be $474.1 million.Palantir's government revenue likely to remain subdued on account of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4529579-palantir-q2-investors-beware\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4529579-palantir-q2-investors-beware","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166128821","content_text":"SummaryPalantir will be reporting its Q2 results before markets open on Monday.Its revenue is estimated to be $474.1 million.Palantir's government revenue likely to remain subdued on account of lackluster order wins from the US government during the quarter.Palantir (NYSE:PLTR) will be releasing its Q2resultsbefore markets open on Monday. The company's management issued an extremely conservative revenue guidance for the quarter, in light of the global macroeconomic uncertainty, and investors are now wondering if there's a possibility of a revenue beat. But in addition to tracking Palantir's top line figure, investors should also track its customer additions, billings growth, segment financials and its management's outlook for Q3. These items, collectively, will highlight Palantir's near-term growth prospects and are likely to determine where its shares head next.Operating MetricsThere's no denying that Palantir is a rapidly growing company but we've to keep a vigilant eye and check if its financial and operating growth momentums don't fizzle out during these times of macroeconomic uncertainty. For this, we can start by monitoring Palantir's customer additions, which essentially highlights its customer traction and indicates how competitive its platforms really are, in today's time.Palantir has been able to expand its commercial customer base at an impressive pace over the past 6 quarters, exactly as I had forecasted in my prior articles like here, by undertaking a slew of initiatives. They rapidly expanded their sales team, offered free/limit trials to major enterprises and switched to a recurring payment model to reduce the inertia amongst its potential customer base. Since these initiatives are still ongoing, I expect them to continue bearing fruit and expect the company's commercial customer base to expand rapidly in the foreseeable future as well.BusinessQuant.comHowever, Palantir seems to have hit a saturation point with regards to its government customer base. Maybe there's geopolitics at play, or maybe there aren't many government agencies in the world that are looking for data analytics solutions from a non-native company that has close ties with the US government. I welcome readers to speculate on the issue. But having said that, there haven't been any major announcements from Palantir to catapult growth in this area so I expect its government customer base to more or less remain flat sequentially.Moving on, the customer adds figure alone won't be enough to reveal the entire picture. For instance, a sequentially flat billings figure, while customer growth continues, would imply that either existing customers slashed their spending on Palantir's platforms or its new customers signed up with miniscule contract values. On the other hand, healthy customer and billings growth would imply that Palantir's new and existing customers are in the process of ramping their spending on the company's platforms. A third scenario could be if Palantir's billings and customer growth declines, stagnates, or slows down, which would imply that Palantir has hit a saturation point and its platforms are no longer in vogue. So, pay close attention to Palantir's billings growth once the company reports its Q2 results this coming Monday.BusinessQuant.comNow, having discussed the operating levers, let's now shift attention to Palantir's financials.Financial BifurcationIt's worth noting that Palantir classifies its revenue in two reportable segments, namely commercial and government segments. The commercial segment happens to be the smaller one out of the two, at least in terms of revenue, and amounted to nearly 46% of the company's total sales last quarter.BusinessQuant.comThanks to the rapid commercial customer adds in recent quarters, Palantir's commercial revenue has been growing at a breakneck pace of late and driving growth for the company as a whole. I expect this dynamic to continue in Q2 as well, with commercial revenue growing 10% sequentially and amounting to $225 million during Q2 2022.The government segment contributed a little over 54% to Palantir's overall sales last quarter and the revenue stream has been growing at a relatively slower pace. This is, in part, due to the saturation in government customer additions as seen in the first section of this article. If the company's government customer base has saturated, then it's only natural that its government revenue stream would saturate as well.What exacerbates the problem is that the inflow of federal government contracts has considerably slowed down in the last 2 quarters. Although Palantir's management noted in their last earnings call that they are \"seeing an acceleration of our U.S. government revenue\", the ground reality isn't all that encouraging. As it turns out, the dollar-value of new orders signed with various US government agencies during Q2, is up 14% sequentially but still down 48% year over year. This means that even though Palantir has made some progress on this front, there's still a long way to go when compared to the company's own prior history with government contract wins.BusinessQuant.comSo, as far as Q2 is concerned, I expect Palantir's government revenue to grow marginally by 3% sequentially, with its revenue figure coming in at approximately $249 million. At this pace, I expect Palantir's commercial revenue to overtake its government revenue and become the leading contributor to the entire company's top line sometime in Q4 2022 or Q1 2023. But coming back to our discussion, this brings us to a company-wide revenue estimate of $474.1 million. My forecast is coincidentally in-line with the Street'sestimatesthat are spanning from $470 million to $475.9 million.BusinessQuant.comBut having said that, pay close attention to Palantir management's revenue and billings outlook for Q3. As companies and government agencies across the globe cut down on spending, Palantir might be affected as well. This could come in the form of order cancellations, deferred contract signings and/or slowing down revenue growth. So, look for management's comments on their growth momentum.Final ThoughtsPalantir's shares are down 62% from their 52-week highs and they're now attractively valued at current levels. The stock is trading at 14-times its trailing twelve-month sales at the time of this writing, which is more or less in-line with many of the other rapidly growing software infrastructure stocks.BusinessQuant.comI, personally, expect Palantir to continue growing rapidly in the next 2 years at the very least. The company has compelling platform offerings and it has market validation in the form of rapid commercial customer additions. So, I remain bullish on Palantir. But, at the same time, I would recommend readers and investors to remain vigilant and monitor its customer additions, billings growth, segment financials and its management's outlook for Q3. These items will indicate if Palantir is succumbing to macroeconomic pressures or if its growth momentum remains intact. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079888716,"gmtCreate":1657170973335,"gmtModify":1676535963905,"author":{"id":"4099307168770320","authorId":"4099307168770320","name":"SpaceChizu","avatar":"https://community-static.tradeup.com/news/351f29664cef9b9d82ab5518bbad5e19","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099307168770320","authorIdStr":"4099307168770320"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079888716","repostId":"2249482475","repostType":4,"repost":{"id":"2249482475","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":1657148491,"share":"https://ttm.financial/m/news/2249482475?lang=&edition=fundamental","pubTime":"2022-07-07 07:01","market":"us","language":"en","title":"US STOCKS-Wall Street Ends up as Investors Absorb Fed Minutes","url":"https://stock-news.laohu8.com/highlight/detail?id=2249482475","media":"Reuters","summary":"* Markets endured topsy-turvy trading prior to release* Investors watching c.bank's stance on rate h","content":"<html><head></head><body><p>* Markets endured topsy-turvy trading prior to release</p><p>* Investors watching c.bank's stance on rate hikes, inflation</p><p>* Uber, DoorDash fall as Just Eat agrees Amazon partnership</p><p>* Indexes up: Dow 0.23%, S&P 0.36%, Nasdaq 0.35%</p><p>Wall Street put a seesaw day behind it to close higher on Wednesday, as investors digested new clues on the U.S. central bank's approach to rate policy and its inflation fight detailed in the minutes from the latest Federal Reserve meeting.</p><p>After a brutal selloff in global equity markets in the first half of the year, nervous investors are keeping a close watch on central bank actions as they try to assess the impact of aggressive rate hikes on global growth.</p><p>They got their latest data point on Wednesday afternoon, when the minutes of the June 14-15 policy meeting detailed how the U.S. central bank was prompted to make an outsized interest rate increase. The minutes were a firm restatement of the Fed's intent to get prices under control to address stubborn inflation and concern about lost faith in the central bank's power.</p><p>The 0.75 percentage-point rate increase which came out of the meeting was the first of that size since 1994. According to the minutes, participants judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting later this month.</p><p>Prior to the minutes' publication, investors had been pricing in another 75-basis-point rate increase at the upcoming July 26-27 gathering, meaning the fact that both 50 basis points and 75 basis points remained on the table pointed toward the Fed acknowledging the impact of its rate rises on the economy.</p><p>The minutes reflected participants' concern about rate increases having the potential for a "larger-than-anticipated" impact on economic growth.</p><p>"I think people are heavily focused on the terminal rate of what the Federal Reserve's increases are, and the 50-75 debate just points towards where you end up," said Jason Pride, chief investment officer of private wealth at Glenmede.</p><p>He noted that a 50 basis-point hike would point toward a terminal rate of 3%, while 75 basis points indicated a peak of 3.25% or 3.5%. At 3.5% or above, the likelihood of recession is about 50%.</p><p>Prior to the publication of the minutes, all three Wall Street benchmarks had endured a seesaw session, and while there were further swings between positive and negative territory in the moments after the 2 p.m. EDT release, markets built solid gains for the rest of the day.</p><p>The Dow Jones Industrial Average rose 69.86 points, or 0.23%, to 31,037.68, the S&P 500 gained 13.69 points, or 0.36%, to 3,845.08 and the Nasdaq Composite added 39.61 points, or 0.35%, to 11,361.85.</p><p>Eight of the 11 S&P subsectors closed higher, with utilities and technology leading the way. The biggest outlier was the energy index , which slipped 1.7% as crude prices fell to a 12-week low on recession fears.</p><p>Elsewhere, Uber Technologies Inc and DoorDash Inc fell 4.5% and 7.4%, respectively, after Amazon.com Inc agreed to take a 2% stake in Just Eat Takeaway.com's struggling U.S. food delivery business, Grubhub.</p><p>Rivian Automotive Inc gained 10.4% after the electric-vehicle maker's deliveries nearly quadrupled as it ramped up production.</p><p>Volume on U.S. exchanges was 11.31 billion shares, compared with the 13.08 billion average for the full session over the last 20 trading days.</p><p>The S&P 500 posted 2 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 20 new highs and 109 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends up as Investors Absorb Fed Minutes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends up as Investors Absorb Fed Minutes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-07 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Markets endured topsy-turvy trading prior to release</p><p>* Investors watching c.bank's stance on rate hikes, inflation</p><p>* Uber, DoorDash fall as Just Eat agrees Amazon partnership</p><p>* Indexes up: Dow 0.23%, S&P 0.36%, Nasdaq 0.35%</p><p>Wall Street put a seesaw day behind it to close higher on Wednesday, as investors digested new clues on the U.S. central bank's approach to rate policy and its inflation fight detailed in the minutes from the latest Federal Reserve meeting.</p><p>After a brutal selloff in global equity markets in the first half of the year, nervous investors are keeping a close watch on central bank actions as they try to assess the impact of aggressive rate hikes on global growth.</p><p>They got their latest data point on Wednesday afternoon, when the minutes of the June 14-15 policy meeting detailed how the U.S. central bank was prompted to make an outsized interest rate increase. The minutes were a firm restatement of the Fed's intent to get prices under control to address stubborn inflation and concern about lost faith in the central bank's power.</p><p>The 0.75 percentage-point rate increase which came out of the meeting was the first of that size since 1994. According to the minutes, participants judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting later this month.</p><p>Prior to the minutes' publication, investors had been pricing in another 75-basis-point rate increase at the upcoming July 26-27 gathering, meaning the fact that both 50 basis points and 75 basis points remained on the table pointed toward the Fed acknowledging the impact of its rate rises on the economy.</p><p>The minutes reflected participants' concern about rate increases having the potential for a "larger-than-anticipated" impact on economic growth.</p><p>"I think people are heavily focused on the terminal rate of what the Federal Reserve's increases are, and the 50-75 debate just points towards where you end up," said Jason Pride, chief investment officer of private wealth at Glenmede.</p><p>He noted that a 50 basis-point hike would point toward a terminal rate of 3%, while 75 basis points indicated a peak of 3.25% or 3.5%. At 3.5% or above, the likelihood of recession is about 50%.</p><p>Prior to the publication of the minutes, all three Wall Street benchmarks had endured a seesaw session, and while there were further swings between positive and negative territory in the moments after the 2 p.m. EDT release, markets built solid gains for the rest of the day.</p><p>The Dow Jones Industrial Average rose 69.86 points, or 0.23%, to 31,037.68, the S&P 500 gained 13.69 points, or 0.36%, to 3,845.08 and the Nasdaq Composite added 39.61 points, or 0.35%, to 11,361.85.</p><p>Eight of the 11 S&P subsectors closed higher, with utilities and technology leading the way. The biggest outlier was the energy index , which slipped 1.7% as crude prices fell to a 12-week low on recession fears.</p><p>Elsewhere, Uber Technologies Inc and DoorDash Inc fell 4.5% and 7.4%, respectively, after Amazon.com Inc agreed to take a 2% stake in Just Eat Takeaway.com's struggling U.S. food delivery business, Grubhub.</p><p>Rivian Automotive Inc gained 10.4% after the electric-vehicle maker's deliveries nearly quadrupled as it ramped up production.</p><p>Volume on U.S. exchanges was 11.31 billion shares, compared with the 13.08 billion average for the full session over the last 20 trading days.</p><p>The S&P 500 posted 2 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 20 new highs and 109 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LABP":"Landos Biopharma, Inc.",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4139":"生物科技","QID":"纳指两倍做空ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团",".IXIC":"NASDAQ Composite","BK4007":"制药","APR":"Apria, Inc.","BK4196":"保健护理服务","BK4536":"外卖概念","DXD":"道指两倍做空ETF","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4082":"医疗保健设备",".SPX":"S&P 500 Index","SANA":"Sana Biotechnology, Inc.","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","SQQQ":"纳指三倍做空ETF","BK4550":"红杉资本持仓","DDM":"道指两倍做多ETF","UBER":"优步","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4022":"陆运","QLD":"纳指两倍做多ETF","BK4561":"索罗斯持仓","DJX":"1/100道琼斯","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","CGEM":"Cullinan Therapeutics","DOG":"道指反向ETF","AMZN":"亚马逊","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF","LHDX":"Lucira Health, Inc.","BK4548":"巴美列捷福持仓","QQQ":"纳指100ETF","UDOW":"道指三倍做多ETF-ProShares","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249482475","content_text":"* Markets endured topsy-turvy trading prior to release* Investors watching c.bank's stance on rate hikes, inflation* Uber, DoorDash fall as Just Eat agrees Amazon partnership* Indexes up: Dow 0.23%, S&P 0.36%, Nasdaq 0.35%Wall Street put a seesaw day behind it to close higher on Wednesday, as investors digested new clues on the U.S. central bank's approach to rate policy and its inflation fight detailed in the minutes from the latest Federal Reserve meeting.After a brutal selloff in global equity markets in the first half of the year, nervous investors are keeping a close watch on central bank actions as they try to assess the impact of aggressive rate hikes on global growth.They got their latest data point on Wednesday afternoon, when the minutes of the June 14-15 policy meeting detailed how the U.S. central bank was prompted to make an outsized interest rate increase. The minutes were a firm restatement of the Fed's intent to get prices under control to address stubborn inflation and concern about lost faith in the central bank's power.The 0.75 percentage-point rate increase which came out of the meeting was the first of that size since 1994. According to the minutes, participants judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting later this month.Prior to the minutes' publication, investors had been pricing in another 75-basis-point rate increase at the upcoming July 26-27 gathering, meaning the fact that both 50 basis points and 75 basis points remained on the table pointed toward the Fed acknowledging the impact of its rate rises on the economy.The minutes reflected participants' concern about rate increases having the potential for a \"larger-than-anticipated\" impact on economic growth.\"I think people are heavily focused on the terminal rate of what the Federal Reserve's increases are, and the 50-75 debate just points towards where you end up,\" said Jason Pride, chief investment officer of private wealth at Glenmede.He noted that a 50 basis-point hike would point toward a terminal rate of 3%, while 75 basis points indicated a peak of 3.25% or 3.5%. At 3.5% or above, the likelihood of recession is about 50%.Prior to the publication of the minutes, all three Wall Street benchmarks had endured a seesaw session, and while there were further swings between positive and negative territory in the moments after the 2 p.m. EDT release, markets built solid gains for the rest of the day.The Dow Jones Industrial Average rose 69.86 points, or 0.23%, to 31,037.68, the S&P 500 gained 13.69 points, or 0.36%, to 3,845.08 and the Nasdaq Composite added 39.61 points, or 0.35%, to 11,361.85.Eight of the 11 S&P subsectors closed higher, with utilities and technology leading the way. The biggest outlier was the energy index , which slipped 1.7% as crude prices fell to a 12-week low on recession fears.Elsewhere, Uber Technologies Inc and DoorDash Inc fell 4.5% and 7.4%, respectively, after Amazon.com Inc agreed to take a 2% stake in Just Eat Takeaway.com's struggling U.S. food delivery business, Grubhub.Rivian Automotive Inc gained 10.4% after the electric-vehicle maker's deliveries nearly quadrupled as it ramped up production.Volume on U.S. exchanges was 11.31 billion shares, compared with the 13.08 billion average for the full session over the last 20 trading days.The S&P 500 posted 2 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 20 new highs and 109 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}