lyKeoh personal page - To The Moon

lyKeoh

lyKeoh

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2022-08-16

$Apple(AAPL)$Shall continue to bullish (not in straight line) till it hit the resistance lvl around 179

2022-07-28

Ok

U.S. Q2 GDP Come Today. The Recession Debate Won’t End

2022-12-13

Fly

U.S. Consumer Prices Rose 7.1% in November, Less Than Expected

2022-08-25

Aiyo going drop further

NVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%

2022-09-12

2 cents as long as pltr doesnt make net profit the share wont go up

Palantir: This Deep Pullback Is A Gift From The Market

2022-08-07

Not profitable company.... beware

Palantir Q2: Investors Beware

2022-12-27

$Palantir Technologies Inc.(PLTR)$ even santa claus rally wont bring it back to 1x... let hope for this coming 2023 it will rally back to two digits... china is opening and inflation is cooling-off

2022-07-28

Ok

Shell Again Smashes Record With $11.5 Billion Profit

2022-07-28

Haix

Qualcomm Shares Slid 3.4% on Disappointing Revenue Forecast

2022-08-22

If 2.50 i better cut lost first....

Palantir: Reality Is Sinking In

2022-12-02

Ok

Zscaler Stock Drops More Than 10% Following Earnings Beat, Forecast Just Above Street View

2022-08-20

$NVIDIA Corp(NVDA)$hopefully can bull back...

2022-07-27

Ok

Microsoft Soothes Market Fears With Forecast for Double-Digit Revenue Growth

2022-12-10

$Alphabet(GOOGL)$ ppi hotter than expected last hope is cpi, if higher than expected... time to prepare for another new low...

2022-12-05

$Alphabet(GOOGL)$ not much hope on year end rallies

2022-11-13

$Alphabet(GOOGL)$ not moving at all... kind of sad

2022-11-09

Only buy in 2024 since the ceo predicted that 2025 will start to profit

Palantir Won't Rise Again Until This Happens

2022-10-11

$Alphabet(GOOGL)$less earning leds advertising from big companies less earning for google...

2022-08-26

Market will be down as currently market predicted only 100 basic points till end of this yrs... based on the current hawkish speeches it seems will beyond 100 basic point..

2022-08-23

Gg.com.. chicken genius is rite o shit 😳

SPY: Time To Get Out, Weak Short Sale Volumes Indicate Reversal

Go to Tiger App to see more news

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as nvidia is way total over value&nbsp;","listText":"Amd as nvidia is way total over value&nbsp;","text":"Amd as nvidia is way total over value","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264255566016768","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":263488142983344,"gmtCreate":1705362699899,"gmtModify":1705362702925,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FTNT\">$Fortinet(FTNT)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/FTNT\">$Fortinet(FTNT)$ </a>&nbsp;","text":"$Fortinet(FTNT)$","images":[{"img":"https://community-static.tradeup.com/news/31cda1ec94b8a68c9108762320ba57c7","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263488142983344","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251802250707032,"gmtCreate":1702518398743,"gmtModify":1702518402039,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMH\">$VanEck Vectors Semiconductor ETF(SMH)$ </a> fly to the moon","listText":"<a href=\"https://ttm.financial/S/SMH\">$VanEck Vectors Semiconductor ETF(SMH)$ </a> fly to the moon","text":"$VanEck Vectors Semiconductor ETF(SMH)$ fly to the moon","images":[{"img":"https://community-static.tradeup.com/news/6eb41ffde1ed4d37b0f5b5f97f5c5bff","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251802250707032","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251552036192416,"gmtCreate":1702451461997,"gmtModify":1702451466838,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$ </a> yeah","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$ </a> yeah","text":"$SPDR S&P 500 ETF Trust(SPY)$ yeah","images":[{"img":"https://community-static.tradeup.com/news/7cf2bb537a70474bf565f895454eac02","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251552036192416","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251552028307688,"gmtCreate":1702451427545,"gmtModify":1702451430575,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FTNT\">$Fortinet(FTNT)$ </a> hold hold hold","listText":"<a href=\"https://ttm.financial/S/FTNT\">$Fortinet(FTNT)$ </a> hold hold hold","text":"$Fortinet(FTNT)$ hold hold hold","images":[{"img":"https://community-static.tradeup.com/news/54775f7c8429fb81a982f25531a73172","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251552028307688","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9948333586,"gmtCreate":1680623374546,"gmtModify":1680623378545,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"best game ever","listText":"best game ever","text":"best game ever","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948333586","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948399417,"gmtCreate":1680622354140,"gmtModify":1680622357040,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"Best event ever... congratulations tiger brooker&nbsp;","listText":"Best event ever... congratulations tiger brooker&nbsp;","text":"Best event ever... congratulations tiger brooker","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948399417","isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957736175,"gmtCreate":1677545272898,"gmtModify":1677545277028,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"$Alphabet(GOOGL)$ Bearish what has happen? It seems markets sentiment still very weak .... will time to collect some for dca...&nbsp;","listText":"$Alphabet(GOOGL)$ Bearish what has happen? It seems markets sentiment still very weak .... will time to collect some for dca...&nbsp;","text":"$Alphabet(GOOGL)$ Bearish what has happen? It seems markets sentiment still very weak .... will time to collect some for dca...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957736175","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954338784,"gmtCreate":1675989769548,"gmtModify":1675989772872,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954338784","repostId":"9954331707","repostType":1,"repost":{"id":9954331707,"gmtCreate":1675989531710,"gmtModify":1675989536985,"author":{"id":"4100316246044730","authorId":"4100316246044730","name":"A.111","avatar":"https://community-static.tradeup.com/news/f01b5e85d840d08c514628bce33fdffa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100316246044730","authorIdStr":"4100316246044730"},"themes":[],"htmlText":"The selloff in $Alphabet-A(GOOGL.US)$ stock continues on Thursday as the market grapples with the possibility that Microsoft's Bing search engine has become a credible threat to Google's near-total dominance of the internet search market. This week brought a torrent of news on the intersection between internet search and large language model chatbots like ChatGPT from the start-up OpenAI. $Microsoft(MSFT.US)$, the single largest investor in OpenAI, on Tuesday announced plans to integrate technology from OpenAI into Bing, which has been a distant second-place player in search. Data from the market research firm Statcounter shows that Google in January had 93% market share, with Bing at 3%.","listText":"The selloff in $Alphabet-A(GOOGL.US)$ stock continues on Thursday as the market grapples with the possibility that Microsoft's Bing search engine has become a credible threat to Google's near-total dominance of the internet search market. This week brought a torrent of news on the intersection between internet search and large language model chatbots like ChatGPT from the start-up OpenAI. $Microsoft(MSFT.US)$, the single largest investor in OpenAI, on Tuesday announced plans to integrate technology from OpenAI into Bing, which has been a distant second-place player in search. Data from the market research firm Statcounter shows that Google in January had 93% market share, with Bing at 3%.","text":"The selloff in $Alphabet-A(GOOGL.US)$ stock continues on Thursday as the market grapples with the possibility that Microsoft's Bing search engine has become a credible threat to Google's near-total dominance of the internet search market. This week brought a torrent of news on the intersection between internet search and large language model chatbots like ChatGPT from the start-up OpenAI. $Microsoft(MSFT.US)$, the single largest investor in OpenAI, on Tuesday announced plans to integrate technology from OpenAI into Bing, which has been a distant second-place player in search. Data from the market research firm Statcounter shows that Google in January had 93% market share, with Bing at 3%.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954331707","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954961495,"gmtCreate":1675932698218,"gmtModify":1675932701895,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"Investors overreacting on the bard...&nbsp;","listText":"Investors overreacting on the bard...&nbsp;","text":"Investors overreacting on the bard...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954961495","repostId":"2310354915","repostType":2,"repost":{"id":"2310354915","pubTimestamp":1675895332,"share":"https://ttm.financial/m/news/2310354915?lang=&edition=fundamental","pubTime":"2023-02-09 06:28","market":"us","language":"en","title":"Alphabet Falls Most in Three Months on Bard Accuracy Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=2310354915","media":"Bloomberg","summary":"Google’s parent is under pressure as Microsoft moves on searchInternet giant says chatbot Bard will ","content":"<html><head></head><body><ul><li>Google’s parent is under pressure as Microsoft moves on search</li><li>Internet giant says chatbot Bard will get ‘rigorous’ testing</li></ul><p>Google owner Alphabet Inc. fell by the most in more than three months after a demonstration of its new artificial intelligence chatbot, Bard, sparked concerns that the tech giant has lost ground in the race for the future of internet search.</p><p>Google has been under pressure since developer OpenAI launched its wildly popular chatbot, ChatGPT, which many in the tech industry tout as the next generation of search. On Tuesday, Microsoft Corp., which is investing billions in OpenAI, unveiled a new version of its Bing search engine and Edge browser incorporating technology from the AI startup. On Wednesday, Google hosted a news conference in Paris where it shared more details about its progress integrating artificial intelligence into search.</p><p>Investors were largely underwhelmed by the demonstration. In one instance, Bard was asked about new discoveries from the James Webb Space Telescope. In one of its responses, Bard said the telescope was used to take the first pictures of a planet outside the Earth’s solar system — but NASA says those were actually takenby a different telescope.</p><p>For now, Bard is available only to a limited number of trusted testers, and OpenAI’s ChatGPT has also been found to deliver inaccurate or outdated responses. Yet investors are keenly attuned to any threat to Google’s search business, which remains its lifeblood.</p><p>“That is why you see such a reaction, because this is the money generator, the cash cow in Alphabet’s portfolio,” said Mandeep Singh, an analyst with Bloomberg Intelligence.</p><p>Google said in a statement that Bard’s response “highlights the importance of a rigorous testing process.” The company said it will combine external feedback with its own internal testing to ensure Bard’s responses “meet a high bar for quality, safety and groundedness in real-world information.”</p><p><img src=\"https://static.tigerbbs.com/5cf1990fc7b8fb54de52c9e40943cec7\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Alphabet declined 7.7% to $99.37 on Wednesday. Earlier, the shares fell as much as 8.9%, the biggest drop since Oct. 26.</p><p>Last year, Google declared a “code red” in response to ChatGPT’s release — a move akin to pulling a fire alarm internally, which sent the company’s AI engineers scrambling for a response. Bard’s imperfect performance on the public stage suggests the company may have felt pressure to show off the technology before it was ready, Singh said.</p><p>“They did this in haste,” Singh said. “You don’t expect it from a company that is so dominant, and really has always been able to fend off any challenges as far as their core search business.”</p><p>While Microsoft won the narrative this week, Google’s longstanding investments in artificial intelligence will ultimately pay off, said Gene Munster, co-founder and managing partner at Deepwater Asset Management.</p><p>“Right now the snapshot is: advantage Microsoft,” Munster said. “However, we still think the long-term advantage should go to Alphabet given the resources it has put into AI over the past six years.”</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>Alphabet Falls Most in Three Months on Bard Accuracy Concerns</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\">\nAlphabet Falls Most in Three Months on Bard Accuracy Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-09 06:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-08/alphabet-falls-most-in-three-months-on-bard-accuracy-concerns><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Google’s parent is under pressure as Microsoft moves on searchInternet giant says chatbot Bard will get ‘rigorous’ testingGoogle owner Alphabet Inc. fell by the most in more than three months after a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-08/alphabet-falls-most-in-three-months-on-bard-accuracy-concerns\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4077":"互动媒体与服务","BK4579":"人工智能","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4574":"无人驾驶","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","GOOG":"谷歌","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","GOOGL":"谷歌A","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","SG9999017495.SGD":"UGDP UNITED 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Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","LU0109392836.USD":"富兰克林科技股A","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC"},"source_url":"https://www.bloomberg.com/news/articles/2023-02-08/alphabet-falls-most-in-three-months-on-bard-accuracy-concerns","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310354915","content_text":"Google’s parent is under pressure as Microsoft moves on searchInternet giant says chatbot Bard will get ‘rigorous’ testingGoogle owner Alphabet Inc. fell by the most in more than three months after a demonstration of its new artificial intelligence chatbot, Bard, sparked concerns that the tech giant has lost ground in the race for the future of internet search.Google has been under pressure since developer OpenAI launched its wildly popular chatbot, ChatGPT, which many in the tech industry tout as the next generation of search. On Tuesday, Microsoft Corp., which is investing billions in OpenAI, unveiled a new version of its Bing search engine and Edge browser incorporating technology from the AI startup. On Wednesday, Google hosted a news conference in Paris where it shared more details about its progress integrating artificial intelligence into search.Investors were largely underwhelmed by the demonstration. In one instance, Bard was asked about new discoveries from the James Webb Space Telescope. In one of its responses, Bard said the telescope was used to take the first pictures of a planet outside the Earth’s solar system — but NASA says those were actually takenby a different telescope.For now, Bard is available only to a limited number of trusted testers, and OpenAI’s ChatGPT has also been found to deliver inaccurate or outdated responses. Yet investors are keenly attuned to any threat to Google’s search business, which remains its lifeblood.“That is why you see such a reaction, because this is the money generator, the cash cow in Alphabet’s portfolio,” said Mandeep Singh, an analyst with Bloomberg Intelligence.Google said in a statement that Bard’s response “highlights the importance of a rigorous testing process.” The company said it will combine external feedback with its own internal testing to ensure Bard’s responses “meet a high bar for quality, safety and groundedness in real-world information.”Alphabet declined 7.7% to $99.37 on Wednesday. Earlier, the shares fell as much as 8.9%, the biggest drop since Oct. 26.Last year, Google declared a “code red” in response to ChatGPT’s release — a move akin to pulling a fire alarm internally, which sent the company’s AI engineers scrambling for a response. Bard’s imperfect performance on the public stage suggests the company may have felt pressure to show off the technology before it was ready, Singh said.“They did this in haste,” Singh said. “You don’t expect it from a company that is so dominant, and really has always been able to fend off any challenges as far as their core search business.”While Microsoft won the narrative this week, Google’s longstanding investments in artificial intelligence will ultimately pay off, said Gene Munster, co-founder and managing partner at Deepwater Asset Management.“Right now the snapshot is: advantage Microsoft,” Munster said. “However, we still think the long-term advantage should go to Alphabet given the resources it has put into AI over the past six years.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951570979,"gmtCreate":1673530773591,"gmtModify":1676538851694,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"Neutral news... how the market will the move?Green or Red&nbsp;","listText":"Neutral news... how the market will the move?Green or Red&nbsp;","text":"Neutral news... how the market will the move?Green or Red","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951570979","repostId":"1123254057","repostType":4,"repost":{"id":"1123254057","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":1673530236,"share":"https://ttm.financial/m/news/1123254057?lang=&edition=fundamental","pubTime":"2023-01-12 21:30","market":"us","language":"en","title":"U.S. Consumer Prices Rose 6.5% in December, In-Line With Economists’ Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1123254057","media":"Tiger Newspress","summary":"Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly de","content":"<html><head></head><body><p>Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly decline since early in the pandemic, the Labor Department reported Thursday.</p><p><img src=\"https://static.tigerbbs.com/5801c8b3e2397a2dfc1ccea334715581\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>The consumer price index, which measures the cost of a broad basket of goods and services, fell 0.1% for the month, in line with the Dow Jones estimate. That equated to the largest month-over-month decrease since April 2020, as much of the country was in lockdown to combat Covid.</p><p>Even with the decline, headline CPI rose 6.5% from a year ago, highlighting the persistent burden that rising cost of living has placed on U.S. households. However, that was the smallest annual increase since October 2021.</p><p>Excluding volatile food and energy prices, co-called core CPI rose 0.3%, also meeting expectations. It was up 5.7% from a year ago, once again in line.</p><p>CPI is the most closely watched inflation gauge as it takes into account moves in everything from a gallon of gas to a dozen eggs and the cost of airline tickets.</p><p>The Federal Reserve prefers a different gauge that adjusts for changes in consumer behavior. However, the central bank takes in a broad array of information when measuring inflation, with CPI being part of the puzzle.</p><p>Markets are watching the Fed’s moves closely was officials battle against inflation that at its peak was the highest in 41 years. Supply chain bottlenecks, the war in Ukraine and trillions in fiscal and monetary stimulus helped contribute to surging prices that spanned across most areas of the economy.</p><p>Policymakers are weighing how much further they need to go with interest rate hikes used to slow the economy and tame inflation. The Fed so far has raised its benchmark borrowing rate 4.25 percentage points to its highest level in 15 years. Officials have indicated the rate is likely to exceed 5% before they can step back to see the impact of the policy tightening.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Consumer Prices Rose 6.5% in December, In-Line With Economists’ Expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Consumer Prices Rose 6.5% in December, In-Line With Economists’ Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-12 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly decline since early in the pandemic, the Labor Department reported Thursday.</p><p><img src=\"https://static.tigerbbs.com/5801c8b3e2397a2dfc1ccea334715581\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>The consumer price index, which measures the cost of a broad basket of goods and services, fell 0.1% for the month, in line with the Dow Jones estimate. That equated to the largest month-over-month decrease since April 2020, as much of the country was in lockdown to combat Covid.</p><p>Even with the decline, headline CPI rose 6.5% from a year ago, highlighting the persistent burden that rising cost of living has placed on U.S. households. However, that was the smallest annual increase since October 2021.</p><p>Excluding volatile food and energy prices, co-called core CPI rose 0.3%, also meeting expectations. It was up 5.7% from a year ago, once again in line.</p><p>CPI is the most closely watched inflation gauge as it takes into account moves in everything from a gallon of gas to a dozen eggs and the cost of airline tickets.</p><p>The Federal Reserve prefers a different gauge that adjusts for changes in consumer behavior. However, the central bank takes in a broad array of information when measuring inflation, with CPI being part of the puzzle.</p><p>Markets are watching the Fed’s moves closely was officials battle against inflation that at its peak was the highest in 41 years. Supply chain bottlenecks, the war in Ukraine and trillions in fiscal and monetary stimulus helped contribute to surging prices that spanned across most areas of the economy.</p><p>Policymakers are weighing how much further they need to go with interest rate hikes used to slow the economy and tame inflation. The Fed so far has raised its benchmark borrowing rate 4.25 percentage points to its highest level in 15 years. Officials have indicated the rate is likely to exceed 5% before they can step back to see the impact of the policy tightening.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123254057","content_text":"Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly decline since early in the pandemic, the Labor Department reported Thursday.The consumer price index, which measures the cost of a broad basket of goods and services, fell 0.1% for the month, in line with the Dow Jones estimate. That equated to the largest month-over-month decrease since April 2020, as much of the country was in lockdown to combat Covid.Even with the decline, headline CPI rose 6.5% from a year ago, highlighting the persistent burden that rising cost of living has placed on U.S. households. However, that was the smallest annual increase since October 2021.Excluding volatile food and energy prices, co-called core CPI rose 0.3%, also meeting expectations. It was up 5.7% from a year ago, once again in line.CPI is the most closely watched inflation gauge as it takes into account moves in everything from a gallon of gas to a dozen eggs and the cost of airline tickets.The Federal Reserve prefers a different gauge that adjusts for changes in consumer behavior. However, the central bank takes in a broad array of information when measuring inflation, with CPI being part of the puzzle.Markets are watching the Fed’s moves closely was officials battle against inflation that at its peak was the highest in 41 years. Supply chain bottlenecks, the war in Ukraine and trillions in fiscal and monetary stimulus helped contribute to surging prices that spanned across most areas of the economy.Policymakers are weighing how much further they need to go with interest rate hikes used to slow the economy and tame inflation. The Fed so far has raised its benchmark borrowing rate 4.25 percentage points to its highest level in 15 years. Officials have indicated the rate is likely to exceed 5% before they can step back to see the impact of the policy tightening.","news_type":1},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925736945,"gmtCreate":1672105750988,"gmtModify":1676538634785,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>even santa claus rally wont bring it back to 1x... let hope for this coming 2023 it will rally&nbsp; back to two digits... china is opening and inflation is cooling-off&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>even santa claus rally wont bring it back to 1x... let hope for this coming 2023 it will rally&nbsp; back to two digits... china is opening and inflation is cooling-off&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ even santa claus rally wont bring it back to 1x... let hope for this coming 2023 it will rally back to two digits... china is opening and inflation is cooling-off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925736945","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921080022,"gmtCreate":1670938402066,"gmtModify":1676538462699,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"Fly","listText":"Fly","text":"Fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921080022","repostId":"1132954658","repostType":2,"repost":{"id":"1132954658","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":1670938656,"share":"https://ttm.financial/m/news/1132954658?lang=&edition=fundamental","pubTime":"2022-12-13 21:37","market":"us","language":"en","title":"U.S. Consumer Prices Rose 7.1% in November,  Less Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1132954658","media":"Tiger Newspress","summary":"Prices rose less than expected in November, the latest sign that runaway inflation that has been gri","content":"<html><head></head><body><p>Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.</p><p>The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.</p><p>Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.</p><p><img src=\"https://static.tigerbbs.com/e8c3fef87360101ec3f59ca43983b608\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.</p><p>Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.</p><p>Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.</p><p>The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.</p><p>Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.</p><p>Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.</p><p>Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.</p><p>After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Consumer Prices Rose 7.1% in November,  Less Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Consumer Prices Rose 7.1% in November,  Less Than Expected\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\">2022-12-13 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.</p><p>The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.</p><p>Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.</p><p><img src=\"https://static.tigerbbs.com/e8c3fef87360101ec3f59ca43983b608\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.</p><p>Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.</p><p>Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.</p><p>The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.</p><p>Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.</p><p>Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.</p><p>Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.</p><p>After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.</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":"1132954658","content_text":"Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923576305,"gmtCreate":1670890438908,"gmtModify":1676538453475,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>if cpi didnt go down more than expected&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>if cpi didnt go down more than expected&nbsp;","text":"$Alphabet(GOOGL)$ if cpi didnt go down more than expected","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923576305","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923359538,"gmtCreate":1670803845928,"gmtModify":1676538435319,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>let wait for tomorrow&nbsp; cpi... which i think is market&nbsp;expectations&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>let wait for tomorrow&nbsp; cpi... which i think is market&nbsp;expectations&nbsp;","text":"$Alphabet(GOOGL)$ let wait for tomorrow cpi... which i think is market expectations","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923359538","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929895223,"gmtCreate":1670634331463,"gmtModify":1676538408430,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>ppi hotter than expected last hope is cpi, if higher than expected... time to prepare for another new low...","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>ppi hotter than expected last hope is cpi, if higher than expected... time to prepare for another new low...","text":"$Alphabet(GOOGL)$ ppi hotter than expected last hope is cpi, if higher than expected... time to prepare for another new low...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9929895223","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967446108,"gmtCreate":1670373446404,"gmtModify":1676538354154,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>unless cpi data continue show drop in inflation","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>unless cpi data continue show drop in inflation","text":"$Alphabet(GOOGL)$ unless cpi data continue show drop in inflation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967446108","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967142767,"gmtCreate":1670288011060,"gmtModify":1676538336963,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>no fed pibot wont fly","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>no fed pibot wont fly","text":"$Apple(AAPL)$ no fed pibot wont fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967142767","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964786061,"gmtCreate":1670208005453,"gmtModify":1676538320805,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>not much hope on year end rallies&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>not much hope on year end rallies&nbsp;","text":"$Alphabet(GOOGL)$ not much hope on year end rallies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964786061","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964842857,"gmtCreate":1670123761980,"gmtModify":1676538306839,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100579606105590","authorIdStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>weak market sentimental&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>weak market sentimental&nbsp;","text":"$Alphabet(GOOGL)$ weak market sentimental","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964842857","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9993326867,"gmtCreate":1660629742861,"gmtModify":1676536369035,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>Shall continue to bullish (not in straight line) till it hit the resistance lvl around 179","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>Shall continue to bullish (not in straight line) till it hit the resistance lvl around 179","text":"$Apple(AAPL)$Shall continue to bullish (not in straight line) till it hit the resistance lvl around 179","images":[{"img":"https://community-static.tradeup.com/news/fad32270b786f3a52205efbe1a732940","width":"4545","height":"2557"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993326867","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9903839245,"gmtCreate":1658998774287,"gmtModify":1676536241627,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903839245","repostId":"1107174113","repostType":4,"repost":{"id":"1107174113","pubTimestamp":1658990914,"share":"https://ttm.financial/m/news/1107174113?lang=&edition=fundamental","pubTime":"2022-07-28 14:48","market":"us","language":"en","title":"U.S. Q2 GDP Come Today. The Recession Debate Won’t End","url":"https://stock-news.laohu8.com/highlight/detail?id=1107174113","media":"Barrons","summary":"The U.S. economy likely grew slightly in the second quarter as consumer spending slowed amid rising ","content":"<html><head></head><body><p>The U.S. economy likely grew slightly in the second quarter as consumer spending slowed amid rising prices and a slump in new home sales. Don’t expect the debate over recession to fade, however.</p><p>Economists expect gross-domestic product grew at a 0.3% annual rate between March and June, consensus expectations show, a sluggish pace that nonetheless suggests a turnaround from the first quarter’s 1.6% decline. But economists’ estimates vary significantly: The closely watched Federal Reserve Bank of Atlanta’s GDPNow forecast, for example, shows an expected 1.2% decline between the first and second quarters on an annualized basis.</p><p>A second consecutive quarter of GDP declines would ring alarm bells and fuel concerns that the U.S. has already dropped into a recession, given that two quarters of negative growth has historically been one criterion of a formal downturn. But the National Bureau of Economic Research, the official arbiter of U.S. recessions, looks at a broader set of factors in making its determination and is watching for “a significant decline in economic activity that is spread across the economy and that lasts more than a few months.”</p><p>Given the current strength of the U.S. labor market and healthy business and consumer balance sheets, most economists agree that even if data shows the economy shrank again for the second straight quarter, the key elements of a recession have not yet been met.</p><p>“But ‘yet’ is the operative word,” says Diane Swonk, chief economist with KPMG. “Because momentum is slowing, and we’re getting closer to the edge. And it’s hard, when you get close to the edge, to not fall into the canyon.”</p><p>The top concern for economists ahead of the second-quarter GDP data release is that slowdowns in the most recent period are likely to be more worrisome and show more fundamental weakness than the factors that dragged down growth at the start of the year.</p><p>Between January and March, much of the decline was due to one-off factors including a surge in imports, which count as a subtraction in the calculation of GDP, and a decline in the pace of inventory restocking. But the elements that better reflect the economy’s momentum, including consumer spending and private investment, remained strong.</p><p>That is likely to have shifted in the second quarter, when sluggish growth—or potential contraction—was driven more by fundamental weakness, including consumer spending softening and business fixed investment slowing.</p><p>“There’s less of a way to explain away the weakness in Q2,” says Tim Quinlan, senior economist with Wells Fargo.“This feels to be like an economy that’s actually losing momentum.”</p><p>For the Federal Reserve, some softening is both expected and necessary in order to rein in inflation. Fed Chairman Jerome Powell said Wednesdaythat the central bank is watching what it sees as “a marked slowing in the second quarter that is fairly broad.” But he added that the Fed wants to see demand running below potential for a sustained period in order to “give inflation a chance to come down.”</p><p>Plus, given that the numbers being released Thursday will be revised twice before they’re final, “you tend to take first GDP reports, I think, with a grain of salt,” Powell said. “But of course, it’s something we’ll be looking at.”</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Q2 GDP Come Today. The Recession Debate Won’t End</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Q2 GDP Come Today. The Recession Debate Won’t End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-28 14:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/us-gdp-second-quarter-51658959193?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The U.S. economy likely grew slightly in the second quarter as consumer spending slowed amid rising prices and a slump in new home sales. Don’t expect the debate over recession to fade, however....</p>\n\n<a href=\"https://www.barrons.com/articles/us-gdp-second-quarter-51658959193?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/us-gdp-second-quarter-51658959193?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107174113","content_text":"The U.S. economy likely grew slightly in the second quarter as consumer spending slowed amid rising prices and a slump in new home sales. Don’t expect the debate over recession to fade, however.Economists expect gross-domestic product grew at a 0.3% annual rate between March and June, consensus expectations show, a sluggish pace that nonetheless suggests a turnaround from the first quarter’s 1.6% decline. But economists’ estimates vary significantly: The closely watched Federal Reserve Bank of Atlanta’s GDPNow forecast, for example, shows an expected 1.2% decline between the first and second quarters on an annualized basis.A second consecutive quarter of GDP declines would ring alarm bells and fuel concerns that the U.S. has already dropped into a recession, given that two quarters of negative growth has historically been one criterion of a formal downturn. But the National Bureau of Economic Research, the official arbiter of U.S. recessions, looks at a broader set of factors in making its determination and is watching for “a significant decline in economic activity that is spread across the economy and that lasts more than a few months.”Given the current strength of the U.S. labor market and healthy business and consumer balance sheets, most economists agree that even if data shows the economy shrank again for the second straight quarter, the key elements of a recession have not yet been met.“But ‘yet’ is the operative word,” says Diane Swonk, chief economist with KPMG. “Because momentum is slowing, and we’re getting closer to the edge. And it’s hard, when you get close to the edge, to not fall into the canyon.”The top concern for economists ahead of the second-quarter GDP data release is that slowdowns in the most recent period are likely to be more worrisome and show more fundamental weakness than the factors that dragged down growth at the start of the year.Between January and March, much of the decline was due to one-off factors including a surge in imports, which count as a subtraction in the calculation of GDP, and a decline in the pace of inventory restocking. But the elements that better reflect the economy’s momentum, including consumer spending and private investment, remained strong.That is likely to have shifted in the second quarter, when sluggish growth—or potential contraction—was driven more by fundamental weakness, including consumer spending softening and business fixed investment slowing.“There’s less of a way to explain away the weakness in Q2,” says Tim Quinlan, senior economist with Wells Fargo.“This feels to be like an economy that’s actually losing momentum.”For the Federal Reserve, some softening is both expected and necessary in order to rein in inflation. Fed Chairman Jerome Powell said Wednesdaythat the central bank is watching what it sees as “a marked slowing in the second quarter that is fairly broad.” But he added that the Fed wants to see demand running below potential for a sustained period in order to “give inflation a chance to come down.”Plus, given that the numbers being released Thursday will be revised twice before they’re final, “you tend to take first GDP reports, I think, with a grain of salt,” Powell said. “But of course, it’s something we’ll be looking at.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921080022,"gmtCreate":1670938402066,"gmtModify":1676538462699,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"Fly","listText":"Fly","text":"Fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921080022","repostId":"1132954658","repostType":2,"repost":{"id":"1132954658","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":1670938656,"share":"https://ttm.financial/m/news/1132954658?lang=&edition=fundamental","pubTime":"2022-12-13 21:37","market":"us","language":"en","title":"U.S. Consumer Prices Rose 7.1% in November,  Less Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1132954658","media":"Tiger Newspress","summary":"Prices rose less than expected in November, the latest sign that runaway inflation that has been gri","content":"<html><head></head><body><p>Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.</p><p>The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.</p><p>Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.</p><p><img src=\"https://static.tigerbbs.com/e8c3fef87360101ec3f59ca43983b608\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.</p><p>Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.</p><p>Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.</p><p>The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.</p><p>Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.</p><p>Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.</p><p>Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.</p><p>After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Consumer Prices Rose 7.1% in November,  Less Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Consumer Prices Rose 7.1% in November,  Less Than Expected\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\">2022-12-13 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.</p><p>The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.</p><p>Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.</p><p><img src=\"https://static.tigerbbs.com/e8c3fef87360101ec3f59ca43983b608\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.</p><p>Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.</p><p>Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.</p><p>The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.</p><p>Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.</p><p>Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.</p><p>Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.</p><p>After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.</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":"1132954658","content_text":"Prices rose less than expected in November, the latest sign that runaway inflation that has been gripping the economy is beginning to loosen up.The consumer price index, which measures a wide basket of goods and services, rose just 0.1% from the previous month, and increased 7.1% from a year ago, the Labor Department reported Tuesday. Economists surveyed by Dow Jones had been expecting a 0.3% monthly increase and a 7.3% 12-month rate.Excluding volatile food and energy prices, so-called core CPI rose 0.2% on the month and 6% on an annual basis, compared to respective estimates of 0.3% and 6.1%.Stocks roared higher following the report, with futures tied to the Dow Jones Industrial Average up more than 800 points.Falling energy prices helped keep inflation at bay. The energy index declined 1.6% for the month, due in part to a 2% decrease in gasoline. Food prices, however, rose 0.5% and were up 10.6% from a year ago. Even with its monthly fall, the energy index was higher by 13.1% from November 2021.Shelter costs, which make up about one-third of CPI weighting, continued to escalate, rising 0.6% on the month and now p 7.1% on an annual basis.The CPI report comes the same day the rate-setting Federal Open Market Committee begins its two-day meeting. Markets widely expect the FOMC on Wednesday to announce a 0.5 percentage point rate increase, regardless of Tuesday’s CPI reading.Inflation spiked in the spring of 2021, the result of numbers converging factors that took price increases to their highest levels since stagflation days of the early 1980s.Among the main aggravating circumstances were a supply and demand imbalance brought on by the pandemic, Russia’s invasion of Ukraine and the impact on energy prices, and trillions of dollars in fiscal and monetary stimulus that sent an abundance of money chasing too few goods that were caught up in supply chain problems.Headline CPI peaked around 9% in June 2022 and has been on a slow but steady decline since.After spending months dismissing the inflation surge as “transitory,” Federal Reserve officials began raising interest rates in March. The central bank has boosted its short-term borrowing rate six times in all, pushing the benchmark up to a targeted range of 3.75%-4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995098538,"gmtCreate":1661384713626,"gmtModify":1676536507234,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"Aiyo going drop further","listText":"Aiyo going drop further","text":"Aiyo going drop further","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995098538","repostId":"2262334674","repostType":2,"repost":{"id":"2262334674","pubTimestamp":1661382667,"share":"https://ttm.financial/m/news/2262334674?lang=&edition=fundamental","pubTime":"2022-08-25 07:11","market":"us","language":"en","title":"NVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2262334674","media":"StreetInsider","summary":"NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results,","content":"<html><head></head><body><p>NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results, with revenue of $6.7 billion (up 3% year-over-year) coming in worse than the consensus estimate of $6.83 billion. Q2 EPS came in at $0.51, compared to the consensus estimate of $0.50.</p><p>Q2 Data Center revenue was up 61% year-over-year to $3.81 billion, while Gaming revenue was down 33% year-over-year to $2.04 billion. Professional Visualization revenue declined 4% year-over-year to $496 million. Automotive revenue grew 45% year-over-year to $220 million.</p><p>The company expects Q3 revenue of $5.90 billion, plus or minus 2%, worse than the consensus estimate of $6.92 billion.</p><p>“We are navigating our supply chain transitions in a challenging macro environment and we will get through this,” said Jensen Huang, founder and CEO of NVIDIA.</p><p>The company also declared a quarterly dividend of $0.04 per share, payable on September 29 to stockholders of record on September 8.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20506243><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results, with revenue of $6.7 billion (up 3% year-over-year) coming in worse than the consensus estimate of ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20506243\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20506243","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262334674","content_text":"NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results, with revenue of $6.7 billion (up 3% year-over-year) coming in worse than the consensus estimate of $6.83 billion. Q2 EPS came in at $0.51, compared to the consensus estimate of $0.50.Q2 Data Center revenue was up 61% year-over-year to $3.81 billion, while Gaming revenue was down 33% year-over-year to $2.04 billion. Professional Visualization revenue declined 4% year-over-year to $496 million. Automotive revenue grew 45% year-over-year to $220 million.The company expects Q3 revenue of $5.90 billion, plus or minus 2%, worse than the consensus estimate of $6.92 billion.“We are navigating our supply chain transitions in a challenging macro environment and we will get through this,” said Jensen Huang, founder and CEO of NVIDIA.The company also declared a quarterly dividend of $0.04 per share, payable on September 29 to stockholders of record on September 8.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576709204489965","authorId":"3576709204489965","name":"Hayz","avatar":"https://static.tigerbbs.com/d87598e3b13004920f673918b320782e","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3576709204489965","idStr":"3576709204489965"},"content":"no GPU...big hole","text":"no GPU...big hole","html":"no GPU...big hole"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932598279,"gmtCreate":1662952003991,"gmtModify":1676537170464,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"2 cents as long as pltr doesnt make net profit&nbsp; the share wont go up","listText":"2 cents as long as pltr doesnt make net profit&nbsp; the share wont go up","text":"2 cents as long as pltr doesnt make net profit the share wont go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932598279","repostId":"1107212868","repostType":2,"repost":{"id":"1107212868","pubTimestamp":1662951242,"share":"https://ttm.financial/m/news/1107212868?lang=&edition=fundamental","pubTime":"2022-09-12 10:54","market":"us","language":"en","title":"Palantir: This Deep Pullback Is A Gift From The Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1107212868","media":"Seeking Alpha","summary":"SummaryPLTR was battered in August, as it collapsed nearly 30% from its August highs to its recent b","content":"<html><head></head><body><p>Summary</p><ul><li>PLTR was battered in August, as it collapsed nearly 30% from its August highs to its recent bottom. Consequently, it has improved its valuation dramatically.</li><li>We remain confident that Palantir&#39;s challenges in H1&#39;22 are transitory. Therefore, the headwinds should abate as the macro environment improves further through FY23.</li><li>We surmise that the macro environment has likely reached peak hawkishness in Q2, which should be constructive for high-growth stocks like PLTR moving ahead.</li><li>PLTR&#39;s price action suggests it&#39;s at a near-term bottom, given the rapid sell-off to force weak hands to capitulate.</li><li>We discuss why investors should grab this opportunity to add more aggressively.</li></ul><p><b>Thesis</b></p><p>We highlighted in our post-earnings update that investors should capitalize on the dip in Palantir Technologies Inc. (NYSE:PLTR) stock, even as the market was concerned with the significant slowdown in its government growth cadence.</p><p>However, PLTR was caught in the recent broad market downdraft, sending it down further as it underperformed the market. As a result, PLTR last traded close to its June lows, giving investors another fantastic opportunity to add more aggressively.</p><p>We are confident that PLTR has already formed its long-term bottom in May, which should hold resiliently through the recent pullback. Furthermore, the rapid sell-off in PLTR over the past month is consistent with moves to force capitulation for the weak hands who chased the summer rally.</p><p>Therefore, we urge investors to hold their positions resolutely, given the battering and more attractive valuation. Palantir could continue to experience near-term downside volatility, given its downward momentum. However, we urge investors to look ahead. We surmise the reacceleration in its revenue growth should lift buying sentiments and its operating leverage.</p><p>As a result, we deduce the stars are pretty much aligned for investors to consider adding more exposure, riding the potential next wave up with the broad market.</p><p><b>Too Much Fear, But Palantir&#39;s Valuation Held Steadily</b></p><p><img src=\"https://static.tigerbbs.com/733134a3ec04a672dcd7afa1fd1f27fa\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"/>PLTR last traded at a TTM free cash flow (FCF) multiple of 61.8x, close to its lows in May. Even though it still traded at a discernible premium, given its growth profile, that level has been supported robustly. As a result, the battering from PLTR&#39;s August highs has improved its valuation remarkably, as it collapsed nearly 38% to its August lows. We surmise that a further fall is unlikely, as Palantir is projected to recover its FCF margins through FY24.</p><p><img src=\"https://static.tigerbbs.com/e2d7e32203a2e05360d74930f8a917aa\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/>Furthermore, even the neutral consensus estimates suggest that Palantir&#39;s malaise is not structural but likely transitory, given the challenging enterprise IT environment in H1&#39;22. Palantir has also been impacted by forex headwinds, given its ex-US revenue exposure of nearly 39% in Q2. Coupled with the worsening macro headwinds in Europe, we believe investors adjusted their expectations on Palantir&#39;s recovery cadence through FY23.</p><p>As a result of the market&#39;s and Street&#39;s pessimism, Palantir would have much easier comps to lap in FY23. Moreover, as seen above, Palantir&#39;s FCF growth is expected to bottom in FY22 before growing by 116% in FY23. Therefore, we are confident that these estimates suggest that Palantir&#39;s competitive moat has not been eroded but merely a momentary slowdown in deal closures.</p><p>Furthermore, Palantir&#39;s platform also demonstrated its effectiveness and capability in the recent California wildfires. Major utility players depended on Palantir&#39;s platform to manage their risks. Citi (C) highlighted in a recent commentary:</p><blockquote>There’s a lot to do to mitigate fire risks. [Palantir] offers what it calls operational artificial intelligence to help manage the complexity. Palantir’s technology even creates a meta-constellation of satellites that aggregates and analyzes imagery to help utilities and first responders. -Barron&#39;s</blockquote><p>We believe Palantir&#39;s unique role as a leading AI/ML platform has few close competitors. Forrester also corroborated our conviction as it rated Palantir a clear leader in the Forrester Wave: AI/ML Platforms, Q3 2022. It accentuated: &#34;Palantir is rooted in building data-driven intelligence applications for complex, high-value government and commercial use cases.&#34;</p><p>Hence, we believe the momentum in those large contract deals would accrue to Palantir as macro headwinds subside. It&#39;s our conviction that macro headwinds have already reached their peak hawkishness, as we explained in our recent articles on the ProShares UltraPro QQQ ETF (TQQQ) and the ARK Innovation ETF (ARKK). Therefore, we deduce that the broad environment should be more conducive for high-growth stocks like PLTR moving ahead.</p><p><b>Is PLTR Stock A Buy, Sell, Or Hold?</b></p><p><img src=\"https://static.tigerbbs.com/79ca643df4e2a76f7210577384134fa6\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/>PLTR&#39;s price action remains constructively configured even as it closes in on its June lows. As seen above, PLTR&#39;s rapid selldown has created a bear trap (indicating the market denied further selling downside decisively), predicated against June lows.</p><p>Therefore, if PLTR can continue to base robustly in the next few weeks, we surmise that the sellers are likely getting exhausted. However, investors are encouraged to layer in, given the potential downside volatility.</p><p>Notwithstanding, we like the price action, coupled with oversold momentum indicators. Therefore, we postulate that PLTR is well-positioned to stage its bottoming process, corroborated by our assessment of its valuation and improved FCF profitability, as discussed earlier.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: This Deep Pullback Is A Gift From The Market</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: This Deep Pullback Is A Gift From The Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-12 10:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4540235-palantir-pullback-gift-from-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPLTR was battered in August, as it collapsed nearly 30% from its August highs to its recent bottom. Consequently, it has improved its valuation dramatically.We remain confident that Palantir's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4540235-palantir-pullback-gift-from-market\">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/4540235-palantir-pullback-gift-from-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107212868","content_text":"SummaryPLTR was battered in August, as it collapsed nearly 30% from its August highs to its recent bottom. Consequently, it has improved its valuation dramatically.We remain confident that Palantir's challenges in H1'22 are transitory. Therefore, the headwinds should abate as the macro environment improves further through FY23.We surmise that the macro environment has likely reached peak hawkishness in Q2, which should be constructive for high-growth stocks like PLTR moving ahead.PLTR's price action suggests it's at a near-term bottom, given the rapid sell-off to force weak hands to capitulate.We discuss why investors should grab this opportunity to add more aggressively.ThesisWe highlighted in our post-earnings update that investors should capitalize on the dip in Palantir Technologies Inc. (NYSE:PLTR) stock, even as the market was concerned with the significant slowdown in its government growth cadence.However, PLTR was caught in the recent broad market downdraft, sending it down further as it underperformed the market. As a result, PLTR last traded close to its June lows, giving investors another fantastic opportunity to add more aggressively.We are confident that PLTR has already formed its long-term bottom in May, which should hold resiliently through the recent pullback. Furthermore, the rapid sell-off in PLTR over the past month is consistent with moves to force capitulation for the weak hands who chased the summer rally.Therefore, we urge investors to hold their positions resolutely, given the battering and more attractive valuation. Palantir could continue to experience near-term downside volatility, given its downward momentum. However, we urge investors to look ahead. We surmise the reacceleration in its revenue growth should lift buying sentiments and its operating leverage.As a result, we deduce the stars are pretty much aligned for investors to consider adding more exposure, riding the potential next wave up with the broad market.Too Much Fear, But Palantir's Valuation Held SteadilyPLTR last traded at a TTM free cash flow (FCF) multiple of 61.8x, close to its lows in May. Even though it still traded at a discernible premium, given its growth profile, that level has been supported robustly. As a result, the battering from PLTR's August highs has improved its valuation remarkably, as it collapsed nearly 38% to its August lows. We surmise that a further fall is unlikely, as Palantir is projected to recover its FCF margins through FY24.Furthermore, even the neutral consensus estimates suggest that Palantir's malaise is not structural but likely transitory, given the challenging enterprise IT environment in H1'22. Palantir has also been impacted by forex headwinds, given its ex-US revenue exposure of nearly 39% in Q2. Coupled with the worsening macro headwinds in Europe, we believe investors adjusted their expectations on Palantir's recovery cadence through FY23.As a result of the market's and Street's pessimism, Palantir would have much easier comps to lap in FY23. Moreover, as seen above, Palantir's FCF growth is expected to bottom in FY22 before growing by 116% in FY23. Therefore, we are confident that these estimates suggest that Palantir's competitive moat has not been eroded but merely a momentary slowdown in deal closures.Furthermore, Palantir's platform also demonstrated its effectiveness and capability in the recent California wildfires. Major utility players depended on Palantir's platform to manage their risks. Citi (C) highlighted in a recent commentary:There’s a lot to do to mitigate fire risks. [Palantir] offers what it calls operational artificial intelligence to help manage the complexity. Palantir’s technology even creates a meta-constellation of satellites that aggregates and analyzes imagery to help utilities and first responders. -Barron'sWe believe Palantir's unique role as a leading AI/ML platform has few close competitors. Forrester also corroborated our conviction as it rated Palantir a clear leader in the Forrester Wave: AI/ML Platforms, Q3 2022. It accentuated: \"Palantir is rooted in building data-driven intelligence applications for complex, high-value government and commercial use cases.\"Hence, we believe the momentum in those large contract deals would accrue to Palantir as macro headwinds subside. It's our conviction that macro headwinds have already reached their peak hawkishness, as we explained in our recent articles on the ProShares UltraPro QQQ ETF (TQQQ) and the ARK Innovation ETF (ARKK). Therefore, we deduce that the broad environment should be more conducive for high-growth stocks like PLTR moving ahead.Is PLTR Stock A Buy, Sell, Or Hold?PLTR's price action remains constructively configured even as it closes in on its June lows. As seen above, PLTR's rapid selldown has created a bear trap (indicating the market denied further selling downside decisively), predicated against June lows.Therefore, if PLTR can continue to base robustly in the next few weeks, we surmise that the sellers are likely getting exhausted. However, investors are encouraged to layer in, given the potential downside volatility.Notwithstanding, we like the price action, coupled with oversold momentum indicators. Therefore, we postulate that PLTR is well-positioned to stage its bottoming process, corroborated by our assessment of its valuation and improved FCF profitability, as discussed earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905695527,"gmtCreate":1659865830573,"gmtModify":1703767217904,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"Not profitable company.... beware","listText":"Not profitable company.... beware","text":"Not profitable company.... beware","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905695527","repostId":"1166128821","repostType":2,"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&#39;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&#39;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&#39;s a possibility of a revenue beat. But in addition to tracking Palantir&#39;s top line figure, investors should also track its customer additions, billings growth, segment financials and its management&#39;s outlook for Q3. These items, collectively, will highlight Palantir&#39;s near-term growth prospects and are likely to determine where its shares head next.</p><p><b>Operating Metrics</b></p><p>There&#39;s no denying that Palantir is a rapidly growing company but we&#39;ve to keep a vigilant eye and check if its financial and operating growth momentums don&#39;t fizzle out during these times of macroeconomic uncertainty. For this, we can start by monitoring Palantir&#39;s customer additions, which essentially highlights its customer traction and indicates how competitive its platforms really are, in today&#39;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&#39;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&#39;s geopolitics at play, or maybe there aren&#39;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&#39;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&#39;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&#39;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&#39;s new and existing customers are in the process of ramping their spending on the company&#39;s platforms. A third scenario could be if Palantir&#39;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&#39;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&#39;s now shift attention to Palantir&#39;s financials.</p><p><b>Financial Bifurcation</b></p><p>It&#39;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&#39;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&#39;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&#39;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&#39;s government customer base has saturated, then it&#39;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&#39;s management noted in their last earnings call that they are &#34;seeing an acceleration of our U.S. government revenue&#34;, the ground reality isn&#39;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&#39;s still a long way to go when compared to the company&#39;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&#39;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&#39;s commercial revenue to overtake its government revenue and become the leading contributor to the entire company&#39;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&#39;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&#39;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&#39;s comments on their growth momentum.</p><p><b>Final Thoughts</b></p><p>Palantir&#39;s shares are down 62% from their 52-week highs and they&#39;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&#39;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&nbsp;&nbsp;&nbsp;<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 $475.9 million.BusinessQuant.comBut having said that, pay close attention to Palantir management's revenue and billings outlook for Q3. As companies and government agencies across the globe cut down on spending, Palantir might be affected as well. This could come in the form of order cancellations, deferred contract signings and/or slowing down revenue growth. So, look for management's comments on their growth momentum.Final ThoughtsPalantir's shares are down 62% from their 52-week highs and they're now attractively valued at current levels. The stock is trading at 14-times its trailing twelve-month sales at the time of this writing, which is more or less in-line with many of the other rapidly growing software infrastructure stocks.BusinessQuant.comI, personally, expect Palantir to continue growing rapidly in the next 2 years at the very least. The company has compelling platform offerings and it has market validation in the form of rapid commercial customer additions. So, I remain bullish on Palantir. But, at the same time, I would recommend readers and investors to remain vigilant and monitor its customer additions, billings growth, segment financials and its management's outlook for Q3. These items will indicate if Palantir is succumbing to macroeconomic pressures or if its growth momentum remains intact. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925736945,"gmtCreate":1672105750988,"gmtModify":1676538634785,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>even santa claus rally wont bring it back to 1x... let hope for this coming 2023 it will rally&nbsp; back to two digits... china is opening and inflation is cooling-off&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>even santa claus rally wont bring it back to 1x... let hope for this coming 2023 it will rally&nbsp; back to two digits... china is opening and inflation is cooling-off&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ even santa claus rally wont bring it back to 1x... let hope for this coming 2023 it will rally back to two digits... china is opening and inflation is cooling-off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925736945","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903833612,"gmtCreate":1658998895836,"gmtModify":1676536241642,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"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/9903833612","repostId":"2254312641","repostType":4,"repost":{"id":"2254312641","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":1658990044,"share":"https://ttm.financial/m/news/2254312641?lang=&edition=fundamental","pubTime":"2022-07-28 14:34","market":"us","language":"en","title":"Shell Again Smashes Record With $11.5 Billion Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2254312641","media":"Reuters","summary":"LONDON, July 28 (Reuters) - Shell on Thursday reported a profit of $11.5 billion in the second quart","content":"<html><head></head><body><p>LONDON, July 28 (Reuters) - Shell on Thursday reported a profit of $11.5 billion in the second quarter, smashing the previous quarter&#39;s record, lifted by refining profits and gas trading.</p><p>The company announced a share buyback programme of $6 billion for the current quarter, but did not raise its dividend. Shell said its shareholder returns will remain &#34;in excess of 30% of cash flow from operating activities&#34;.</p><p>The strong results reflected higher energy prices and refining margins, as well as strong gas and power trading, Shell said, but were partly offset by lower liquefied natural gas trading results.</p><p>Second-quarter adjusted earnings rose to $11.47 billion, above the $11 billion forecast by analysts in a poll provided by the company. That was up from $5.5 billion a year earlier and from $9.1 billion in the first quarter of 2022.</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>Shell Again Smashes Record With $11.5 Billion Profit</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\">\nShell Again Smashes Record With $11.5 Billion Profit\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\">2022-07-28 14:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>LONDON, July 28 (Reuters) - Shell on Thursday reported a profit of $11.5 billion in the second quarter, smashing the previous quarter&#39;s record, lifted by refining profits and gas trading.</p><p>The company announced a share buyback programme of $6 billion for the current quarter, but did not raise its dividend. Shell said its shareholder returns will remain &#34;in excess of 30% of cash flow from operating activities&#34;.</p><p>The strong results reflected higher energy prices and refining margins, as well as strong gas and power trading, Shell said, but were partly offset by lower liquefied natural gas trading results.</p><p>Second-quarter adjusted earnings rose to $11.47 billion, above the $11 billion forecast by analysts in a poll provided by the company. That was up from $5.5 billion a year earlier and from $9.1 billion in the first quarter of 2022.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHEL.UK":"SHELL PLC","RYDAF":"SHELL PLC","RDS.B":"荷兰皇家壳牌石油B类股","RDS.A":"荷兰皇家壳牌石油A类股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254312641","content_text":"LONDON, July 28 (Reuters) - Shell on Thursday reported a profit of $11.5 billion in the second quarter, smashing the previous quarter's record, lifted by refining profits and gas trading.The company announced a share buyback programme of $6 billion for the current quarter, but did not raise its dividend. Shell said its shareholder returns will remain \"in excess of 30% of cash flow from operating activities\".The strong results reflected higher energy prices and refining margins, as well as strong gas and power trading, Shell said, but were partly offset by lower liquefied natural gas trading results.Second-quarter adjusted earnings rose to $11.47 billion, above the $11 billion forecast by analysts in a poll provided by the company. That was up from $5.5 billion a year earlier and from $9.1 billion in the first quarter of 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4113904591642392","idStr":"4113904591642392"},"content":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","text":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","html":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903833136,"gmtCreate":1658998822525,"gmtModify":1676536241651,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"Haix","listText":"Haix","text":"Haix","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903833136","repostId":"1157341167","repostType":4,"repost":{"id":"1157341167","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":1658995745,"share":"https://ttm.financial/m/news/1157341167?lang=&edition=fundamental","pubTime":"2022-07-28 16:09","market":"us","language":"en","title":"Qualcomm Shares Slid 3.4% on Disappointing Revenue Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=1157341167","media":"Tiger Newspress","summary":"Qualcomm shares slid 3.4% on disappointing revenue forecast.Qualcomm Inc forecast fourth-quarter rev","content":"<html><head></head><body><p>Qualcomm shares slid 3.4% on disappointing revenue forecast.<img src=\"https://static.tigerbbs.com/29ab9b0df0c6f327426a430213038ad8\" tg-width=\"829\" tg-height=\"821\" width=\"100%\" height=\"auto\"/>Qualcomm Inc forecast fourth-quarter revenue below estimates on Wednesday, bracing for difficult economic conditions and a slowdown in smartphone demand that could hit its mainstay handset chips business.</p><p>The chip designer still surpassed expectations for adjusted revenue in the third quarter, driven by growth of 59% at its handset chips business.</p><p>&#34;The weakness we see in consumer has been offset by the diversification strategy of the company and the focus on premium and high-tier handsets,&#34; said Qualcomm Chief Executive Cristiano Amon.</p><p>Qualcomm is looking to diversify to sectors such as automotives, but its handset chip business still makes up more than half of total sales.</p><p>The company now expects smartphone sales to fall 5% this year, compared with its prior outlook for flat growth, Chief Financial Officer Akash Palkhiwala said.</p><p>Leading chipmakers including Micron Technology and Texas Instruments have also warned of cooling consumer electronics demand.</p><p>Smartphone sales have come under pressure as runaway inflation, growing recession risks and repeated COVID-19 lockdowns in China force consumers to rein in spending. Global smartphone shipments will fall 3.5% this year, according to data from IDC.</p><p>The Ukraine crisis and China lockdowns have also worsened supply-chain snags and hurt demand, forcing many phone makers to cut orders for chips.</p><p>Qualcomm forecast current-quarter revenue between $11 billion and $11.8 billion, compared with analysts&#39; estimates of $11.87 billion, according to Refinitiv data.</p><p>It expects adjusted earnings per share of between $3 and $3.30, compared with estimates of $3.23.</p><p>Qualcomm said the mid-point of its fourth-quarter forecast included an estimated impact of an about 20 cents reduction to earnings per share due to macroeconomic headwinds and a lower global handset forecast.</p><p>Adjusted revenue for the quarter ended June 26, when analysts expected strong demand from Apple, was $10.93 billion, compared with estimates of $10.88 billion.</p><p>Separately, Qualcomm said it has extended its patent license agreement with Samsung Electronics through the end of 2030. It also agreed to expand the use of Snapdragon platforms for future premium Samsung Galaxy products, including Samsung Galaxy phones.</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>Qualcomm Shares Slid 3.4% on Disappointing Revenue Forecast</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\">\nQualcomm Shares Slid 3.4% on Disappointing Revenue Forecast\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\">2022-07-28 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Qualcomm shares slid 3.4% on disappointing revenue forecast.<img src=\"https://static.tigerbbs.com/29ab9b0df0c6f327426a430213038ad8\" tg-width=\"829\" tg-height=\"821\" width=\"100%\" height=\"auto\"/>Qualcomm Inc forecast fourth-quarter revenue below estimates on Wednesday, bracing for difficult economic conditions and a slowdown in smartphone demand that could hit its mainstay handset chips business.</p><p>The chip designer still surpassed expectations for adjusted revenue in the third quarter, driven by growth of 59% at its handset chips business.</p><p>&#34;The weakness we see in consumer has been offset by the diversification strategy of the company and the focus on premium and high-tier handsets,&#34; said Qualcomm Chief Executive Cristiano Amon.</p><p>Qualcomm is looking to diversify to sectors such as automotives, but its handset chip business still makes up more than half of total sales.</p><p>The company now expects smartphone sales to fall 5% this year, compared with its prior outlook for flat growth, Chief Financial Officer Akash Palkhiwala said.</p><p>Leading chipmakers including Micron Technology and Texas Instruments have also warned of cooling consumer electronics demand.</p><p>Smartphone sales have come under pressure as runaway inflation, growing recession risks and repeated COVID-19 lockdowns in China force consumers to rein in spending. Global smartphone shipments will fall 3.5% this year, according to data from IDC.</p><p>The Ukraine crisis and China lockdowns have also worsened supply-chain snags and hurt demand, forcing many phone makers to cut orders for chips.</p><p>Qualcomm forecast current-quarter revenue between $11 billion and $11.8 billion, compared with analysts&#39; estimates of $11.87 billion, according to Refinitiv data.</p><p>It expects adjusted earnings per share of between $3 and $3.30, compared with estimates of $3.23.</p><p>Qualcomm said the mid-point of its fourth-quarter forecast included an estimated impact of an about 20 cents reduction to earnings per share due to macroeconomic headwinds and a lower global handset forecast.</p><p>Adjusted revenue for the quarter ended June 26, when analysts expected strong demand from Apple, was $10.93 billion, compared with estimates of $10.88 billion.</p><p>Separately, Qualcomm said it has extended its patent license agreement with Samsung Electronics through the end of 2030. It also agreed to expand the use of Snapdragon platforms for future premium Samsung Galaxy products, including Samsung Galaxy phones.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157341167","content_text":"Qualcomm shares slid 3.4% on disappointing revenue forecast.Qualcomm Inc forecast fourth-quarter revenue below estimates on Wednesday, bracing for difficult economic conditions and a slowdown in smartphone demand that could hit its mainstay handset chips business.The chip designer still surpassed expectations for adjusted revenue in the third quarter, driven by growth of 59% at its handset chips business.\"The weakness we see in consumer has been offset by the diversification strategy of the company and the focus on premium and high-tier handsets,\" said Qualcomm Chief Executive Cristiano Amon.Qualcomm is looking to diversify to sectors such as automotives, but its handset chip business still makes up more than half of total sales.The company now expects smartphone sales to fall 5% this year, compared with its prior outlook for flat growth, Chief Financial Officer Akash Palkhiwala said.Leading chipmakers including Micron Technology and Texas Instruments have also warned of cooling consumer electronics demand.Smartphone sales have come under pressure as runaway inflation, growing recession risks and repeated COVID-19 lockdowns in China force consumers to rein in spending. Global smartphone shipments will fall 3.5% this year, according to data from IDC.The Ukraine crisis and China lockdowns have also worsened supply-chain snags and hurt demand, forcing many phone makers to cut orders for chips.Qualcomm forecast current-quarter revenue between $11 billion and $11.8 billion, compared with analysts' estimates of $11.87 billion, according to Refinitiv data.It expects adjusted earnings per share of between $3 and $3.30, compared with estimates of $3.23.Qualcomm said the mid-point of its fourth-quarter forecast included an estimated impact of an about 20 cents reduction to earnings per share due to macroeconomic headwinds and a lower global handset forecast.Adjusted revenue for the quarter ended June 26, when analysts expected strong demand from Apple, was $10.93 billion, compared with estimates of $10.88 billion.Separately, Qualcomm said it has extended its patent license agreement with Samsung Electronics through the end of 2030. It also agreed to expand the use of Snapdragon platforms for future premium Samsung Galaxy products, including Samsung Galaxy phones.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996882450,"gmtCreate":1661144242272,"gmtModify":1676536461620,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"If 2.50 i better cut lost first....","listText":"If 2.50 i better cut lost first....","text":"If 2.50 i better cut lost first....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996882450","repostId":"1184419615","repostType":2,"repost":{"id":"1184419615","pubTimestamp":1661140699,"share":"https://ttm.financial/m/news/1184419615?lang=&edition=fundamental","pubTime":"2022-08-22 11:58","market":"us","language":"en","title":"Palantir: Reality Is Sinking In","url":"https://stock-news.laohu8.com/highlight/detail?id=1184419615","media":"Seeking Alpha","summary":"SummaryPalantir scrapped its 30% sales growth forecast for 2022.Losses are widening, thanks to SBC.I","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir scrapped its 30% sales growth forecast for 2022.</li><li>Losses are widening, thanks to SBC.</li><li>In my view, the valuation is still too high.</li></ul><p>Due to concerns about the company&#39;s stock-based compensation (SBC) and risks to its sales growth, I initiated a short position in <b>Palantir Technologies Inc. (NYSE:PLTR)</b>in May via put options.</p><p>Now that the software company has abandoned its 30% sales growth target indefinitely due to a slowdown in its core business, the stock is at risk of falling to my fair value target of $2.50. Palantir should be avoided because it is still grossly overvalued.</p><p><b>Fundamentally Unsound Business</b></p><p>Palantir&#39;snet losses were $101.4 million in 1Q-22. Palantir&#39;s net losses in 2Q-22 were $179.3 million, a 77% increase QoQ.</p><p>For quite some time, I have been concerned about Palantir&#39;s lack of underlying profitability and have stated here that Palantir is running a fundamentally unprofitable software business that appealed to investors primarily because of Palantir&#39;s reliance on government contracts.</p><p>Palantir&#39;s sales growth slowed further in the second quarter, posing a new problem for the company&#39;s overvalued software division. Palantir&#39;s sales in 2Q-22 were $473.0 million, up 26% YoY, as the software company gained more commercial customers. Having said that, I see no way for Palantir to generate profitable sales growth.</p><p><img src=\"https://static.tigerbbs.com/a3024cf5552db6b2d0f8ac06c875f38b\" tg-width=\"640\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Net Losses(Palantir Technologies)</p><p>I think Palantir is plagued by two major issues.</p><p>The first issue is that Palantir invests a lot of money in sales and marketing. Palantir&#39;s sales and marketing expenses accounted for 36% of sales dollars in 2Q-22, which is roughly in line with what the company has previously paid for sales growth.</p><p>Importantly, total operating expenses remained widely inflated at 87% (down from 88% in 1Q-22), making profit impossible for Palantir. The allocation of stock-based compensation remained a significant driver of Palantir&#39;s costs in the second quarter.</p><p><img src=\"https://static.tigerbbs.com/1680aa1718bd19424008138885b0a5dd\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p>Sales/Marketing And Total Operating Expenses(Author Created Table Using Quarterly Earnings Reports From Palantir Technologies)</p><p>Palantir allocated $145.8 million in stock-based compensation to its cost categories, with 92% going to operating expenses and 8% going to revenue costs.</p><p>Palantir&#39;s executive compensation has added $295.1 million to various expense categories year to date, which I consider generous given the company&#39;s total loss of $280.7 million. In other words, if not for stock-based compensation, Palantir would have made a net profit of $14.4 million this year.</p><p>The majority of executive compensation consists of long-term equity incentives (options, restricted stock units), so Palantir&#39;s management should be well compensated.</p><p>However, SBC compensation is not Palantir&#39;s only issue. Palantir&#39;s accumulated deficit as of June 30, 2022 was $5.77 billion, representing the company&#39;s lifetime losses. With such high historical losses, Palantir must still demonstrate that it has a viable business model that promises the benefits of scalability. Given Palantir&#39;s large loss base and high SBC, I don&#39;t believe the company would be an appealing acquisition target.</p><p><img src=\"https://static.tigerbbs.com/5734d09cb75fbf96e81a32fa59d584cc\" tg-width=\"640\" tg-height=\"252\" referrerpolicy=\"no-referrer\"/></p><p>Stock-Based Compensation(Palantir Technologies)</p><p><b>Palantir Scraps Guidance Remains Hopelessly Overvalued</b></p><p>Palantir&#39;s new revenue forecast for 2022 is $1.9 billion, representing 23% YoY growth, and the software company is no longer predicting 30% annual sales growth. This is a significant departure from previous quarters, when investors emphasized Palantir&#39;s projected annual sales growth of 30%.</p><p>In my opinion, the software company has an indefensible sales multiple of 10x based on $1.9 billion in sales. I think the sales multiple is unjustifiable because Palantir has flawed fundamentals (inflated operating expenses), overpaid executives, and faces a slowing core consulting business.</p><p><img src=\"https://static.tigerbbs.com/49dee2394d5e2e57f4a10043de8814bc\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/>PLTR PS Ratiodata byYCharts</p><p><b>Change To My Short Position</b></p><p>I made a minor change to my Palantir short position by extending the expiration date of my puts from January 2023 to March 2023.</p><p>The longer duration of the put options reduces my capital risks while also giving Palantir&#39;s stock price more time to fall towards my $2.50 stock price target. My put options continue to have a strike price of $6.</p><p><b>Why Palantir Stock Could Increase</b></p><p>Palantir&#39;s guidance may have some upside in the sense that government sales may pick up towards the end of the year, and Palantir could, in theory, deliver better-than-expected sales growth if new contracts are signed with various government agencies.</p><p>With that said, I believe it is safe to say that the 30% growth target is effectively off the table for the time being, and investors must make do with potentially much lower growth rates in the future.</p><p>Because Palantir continues to incur higher net losses, I am not optimistic that the company will be profitable this year or next.</p><p><b>My Conclusion</b></p><p>Palantir&#39;s poor 2Q-22 business update makes it much more likely that PLTR will fall towards my $2.50 stock price target that I set for the software company in my last article on Palantir in May 2022. Palantir is not everything that investors thought it was, and reality is slowly sinking in.</p><p>Scrapping the much-touted 30% growth target strongly suggests that the odds are stacked against Palantir at this point, and in my view, Palantir should be avoided because it is still grossly overvalued.</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: Reality Is Sinking In</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: Reality Is Sinking In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535969-palantir-reality-is-sinking-in><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir scrapped its 30% sales growth forecast for 2022.Losses are widening, thanks to SBC.In my view, the valuation is still too high.Due to concerns about the company's stock-based ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535969-palantir-reality-is-sinking-in\">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/4535969-palantir-reality-is-sinking-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184419615","content_text":"SummaryPalantir scrapped its 30% sales growth forecast for 2022.Losses are widening, thanks to SBC.In my view, the valuation is still too high.Due to concerns about the company's stock-based compensation (SBC) and risks to its sales growth, I initiated a short position in Palantir Technologies Inc. (NYSE:PLTR)in May via put options.Now that the software company has abandoned its 30% sales growth target indefinitely due to a slowdown in its core business, the stock is at risk of falling to my fair value target of $2.50. Palantir should be avoided because it is still grossly overvalued.Fundamentally Unsound BusinessPalantir'snet losses were $101.4 million in 1Q-22. Palantir's net losses in 2Q-22 were $179.3 million, a 77% increase QoQ.For quite some time, I have been concerned about Palantir's lack of underlying profitability and have stated here that Palantir is running a fundamentally unprofitable software business that appealed to investors primarily because of Palantir's reliance on government contracts.Palantir's sales growth slowed further in the second quarter, posing a new problem for the company's overvalued software division. Palantir's sales in 2Q-22 were $473.0 million, up 26% YoY, as the software company gained more commercial customers. Having said that, I see no way for Palantir to generate profitable sales growth.Net Losses(Palantir Technologies)I think Palantir is plagued by two major issues.The first issue is that Palantir invests a lot of money in sales and marketing. Palantir's sales and marketing expenses accounted for 36% of sales dollars in 2Q-22, which is roughly in line with what the company has previously paid for sales growth.Importantly, total operating expenses remained widely inflated at 87% (down from 88% in 1Q-22), making profit impossible for Palantir. The allocation of stock-based compensation remained a significant driver of Palantir's costs in the second quarter.Sales/Marketing And Total Operating Expenses(Author Created Table Using Quarterly Earnings Reports From Palantir Technologies)Palantir allocated $145.8 million in stock-based compensation to its cost categories, with 92% going to operating expenses and 8% going to revenue costs.Palantir's executive compensation has added $295.1 million to various expense categories year to date, which I consider generous given the company's total loss of $280.7 million. In other words, if not for stock-based compensation, Palantir would have made a net profit of $14.4 million this year.The majority of executive compensation consists of long-term equity incentives (options, restricted stock units), so Palantir's management should be well compensated.However, SBC compensation is not Palantir's only issue. Palantir's accumulated deficit as of June 30, 2022 was $5.77 billion, representing the company's lifetime losses. With such high historical losses, Palantir must still demonstrate that it has a viable business model that promises the benefits of scalability. Given Palantir's large loss base and high SBC, I don't believe the company would be an appealing acquisition target.Stock-Based Compensation(Palantir Technologies)Palantir Scraps Guidance Remains Hopelessly OvervaluedPalantir's new revenue forecast for 2022 is $1.9 billion, representing 23% YoY growth, and the software company is no longer predicting 30% annual sales growth. This is a significant departure from previous quarters, when investors emphasized Palantir's projected annual sales growth of 30%.In my opinion, the software company has an indefensible sales multiple of 10x based on $1.9 billion in sales. I think the sales multiple is unjustifiable because Palantir has flawed fundamentals (inflated operating expenses), overpaid executives, and faces a slowing core consulting business.PLTR PS Ratiodata byYChartsChange To My Short PositionI made a minor change to my Palantir short position by extending the expiration date of my puts from January 2023 to March 2023.The longer duration of the put options reduces my capital risks while also giving Palantir's stock price more time to fall towards my $2.50 stock price target. My put options continue to have a strike price of $6.Why Palantir Stock Could IncreasePalantir's guidance may have some upside in the sense that government sales may pick up towards the end of the year, and Palantir could, in theory, deliver better-than-expected sales growth if new contracts are signed with various government agencies.With that said, I believe it is safe to say that the 30% growth target is effectively off the table for the time being, and investors must make do with potentially much lower growth rates in the future.Because Palantir continues to incur higher net losses, I am not optimistic that the company will be profitable this year or next.My ConclusionPalantir's poor 2Q-22 business update makes it much more likely that PLTR will fall towards my $2.50 stock price target that I set for the software company in my last article on Palantir in May 2022. Palantir is not everything that investors thought it was, and reality is slowly sinking in.Scrapping the much-touted 30% growth target strongly suggests that the odds are stacked against Palantir at this point, and in my view, Palantir should be avoided because it is still grossly overvalued.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965877728,"gmtCreate":1669940415364,"gmtModify":1676538273559,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965877728","repostId":"1150715447","repostType":4,"repost":{"id":"1150715447","pubTimestamp":1669938085,"share":"https://ttm.financial/m/news/1150715447?lang=&edition=fundamental","pubTime":"2022-12-02 07:41","market":"us","language":"en","title":"Zscaler Stock Drops More Than 10% Following Earnings Beat, Forecast Just Above Street View","url":"https://stock-news.laohu8.com/highlight/detail?id=1150715447","media":"MarketWatch","summary":"Zscaler Inc. stock fell in the extended session Thursday even as the cybersecurity company beat on e","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/2990f583647a6d294ebb55dc76040297\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Zscaler Inc. stock fell in the extended session Thursday even as the cybersecurity company beat on earnings and offered an outlook that was just above the Wall Street consensus.</p><p>Zscaler shares dropped 10% after hours, following an 8.3% gain in the regular session to close at $144.50.</p><p><img src=\"https://static.tigerbbs.com/6f08f87b17e244cb191fd27e9e57f9df\" tg-width=\"868\" tg-height=\"836\" width=\"100%\" height=\"auto\"/></p><p>The company reported a fiscal first-quarter loss of $68.2 million, or 48 cents a share, compared with a loss of $90.8 million, or 65 cents a share, in the year-ago period. Adjusted net income, which excludes stock-based compensation and other items, was 29 cents a share, compared with 14 cents a share in the year-ago period.</p><p>Revenue rose to $355.5 million from $230.5 million in the year-ago quarter, the company said. Calculated billings, or revenue plus deferred revenue acquired over the quarter, rose to 37% to $340.1 million from the year-ago period.</p><p>Analysts surveyed by FactSet had forecast earnings of 26 cents a share on revenue of $340.7 million and billings of $333.1 million.</p><p>Last quarter, Zscaler exceeded Wall Street expectations across the board, and the stock logged its best one-day performance since the company went public in 2018.</p><p>Zscaler said it expects adjusted earnings of 29 cents to 30 cents a share on revenue of $364 million to $366 million for the fiscal second quarter. Analysts estimate 26 cents a share on revenue of $325.1 million and billings of $355.3 million for the quarter.</p><p>The company also forecast adjusted earnings of $1.23  to $1.25 a share on revenue of about $1.53 billion for the year and billings of $1.93 billion to $1.94 billion.</p><p>Analysts had forecast earnings of $1.18 a share on revenue of $1.5 billion and billings of $1.93 billion for the year.</p><p>As of Thursday’s close, the stock is down 55% year to date, compared with a 15% loss by the S&amp;P 500 index a 27% decline on the tech-heavy Nasdaq Composite Index and a 23% decline on the ETFMG Prime Cyber Security ETF.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zscaler Stock Drops More Than 10% Following Earnings Beat, Forecast Just Above Street View</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\">\nZscaler Stock Drops More Than 10% Following Earnings Beat, Forecast Just Above Street View\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-02 07:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/zscaler-stock-drops-more-than-10-following-earnings-beat-forecast-just-above-street-view-11669930123?mod=search_headline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Zscaler Inc. stock fell in the extended session Thursday even as the cybersecurity company beat on earnings and offered an outlook that was just above the Wall Street consensus.Zscaler shares dropped ...</p>\n\n<a href=\"https://www.marketwatch.com/story/zscaler-stock-drops-more-than-10-following-earnings-beat-forecast-just-above-street-view-11669930123?mod=search_headline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZS":"Zscaler Inc.","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.marketwatch.com/story/zscaler-stock-drops-more-than-10-following-earnings-beat-forecast-just-above-street-view-11669930123?mod=search_headline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150715447","content_text":"Zscaler Inc. stock fell in the extended session Thursday even as the cybersecurity company beat on earnings and offered an outlook that was just above the Wall Street consensus.Zscaler shares dropped 10% after hours, following an 8.3% gain in the regular session to close at $144.50.The company reported a fiscal first-quarter loss of $68.2 million, or 48 cents a share, compared with a loss of $90.8 million, or 65 cents a share, in the year-ago period. Adjusted net income, which excludes stock-based compensation and other items, was 29 cents a share, compared with 14 cents a share in the year-ago period.Revenue rose to $355.5 million from $230.5 million in the year-ago quarter, the company said. Calculated billings, or revenue plus deferred revenue acquired over the quarter, rose to 37% to $340.1 million from the year-ago period.Analysts surveyed by FactSet had forecast earnings of 26 cents a share on revenue of $340.7 million and billings of $333.1 million.Last quarter, Zscaler exceeded Wall Street expectations across the board, and the stock logged its best one-day performance since the company went public in 2018.Zscaler said it expects adjusted earnings of 29 cents to 30 cents a share on revenue of $364 million to $366 million for the fiscal second quarter. Analysts estimate 26 cents a share on revenue of $325.1 million and billings of $355.3 million for the quarter.The company also forecast adjusted earnings of $1.23  to $1.25 a share on revenue of about $1.53 billion for the year and billings of $1.93 billion to $1.94 billion.Analysts had forecast earnings of $1.18 a share on revenue of $1.5 billion and billings of $1.93 billion for the year.As of Thursday’s close, the stock is down 55% year to date, compared with a 15% loss by the S&P 500 index a 27% decline on the tech-heavy Nasdaq Composite Index and a 23% decline on the ETFMG Prime Cyber Security ETF.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998346134,"gmtCreate":1660952026430,"gmtModify":1676536427370,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"1\"></v-v>hopefully can bull back...","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"1\"></v-v>hopefully can bull back...","text":"$NVIDIA Corp(NVDA)$hopefully can bull back...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998346134","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909227006,"gmtCreate":1658882127305,"gmtModify":1676536222498,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909227006","repostId":"1105749171","repostType":4,"repost":{"id":"1105749171","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":1658874426,"share":"https://ttm.financial/m/news/1105749171?lang=&edition=fundamental","pubTime":"2022-07-27 06:27","market":"us","language":"en","title":"Microsoft Soothes Market Fears With Forecast for Double-Digit Revenue Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1105749171","media":"Reuters","summary":"July 26 (Reuters) - Microsoft Corp on Tuesday forecast revenue this fiscal year would grow by double","content":"<html><head></head><body><p>July 26 (Reuters) - Microsoft Corp on Tuesday forecast revenue this fiscal year would grow by double digits, driven by demand for cloud computing services and sending shares up 5%.</p><p><img src=\"https://static.tigerbbs.com/1723f4ed1f79201f80badcc07c363f14\" tg-width=\"855\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p>The strong outlook shows Microsoft continues to benefit from the pandemic-led shift to hybrid work models and comes at a time when investors are bracing for disaster, with inflation roaring and consumers cutting spending.</p><p>Despite the positive forecast, Microsoft results for the fourth quarter amounted to a slight miss, hurt by a stronger dollar, slowing sales of PCs and lower advertiser spending.</p><p>Still Microsoft had its best quarter for its cloud business with record bookings for its cloud service called Azure, said Brett Iversen, Microsoft&#39;s general manager of investor relations.</p><p>Azure growth was 40%, missing the 43% analyst target compiled by Visible Alpha. It was up 46% if foreign exchange factors are eliminated. In its broader Intelligent Cloud division, revenue was up 20% to $20.9 billion, ahead of the average Wall Street target of $19.1 billion, according to Refinitiv.</p><p>For the first quarter, the Intelligent Cloud division was forecast to bring in $20.3 billion to $20.6 billion, with the upper end slightly above analysts&#39; forecasts.</p><p>Microsoft faces pressure from a stronger greenback as it gets about half of its revenue from outside the United States. That led the company to lower its fourth-quarter profit and revenue forecasts in June. Shares of the Redmond, Washington-based company have fallen about 25% this year.</p><p>The U.S. dollar index rose over 2% in the quarter ended June and nearly 12% this year, compared to a 1% drop a year earlier for the same period.</p><p>Without the stronger dollar, the company&#39;s 12% year-on-year revenue growth would have been 4 percentage points higher, Iversen told Reuters. Three main factors reduced fourth-quarter revenue by about $1 billion.</p><p>Foreign exchange negatively impacted revenue by nearly $600 million. A slowdown in the PC market hit Windows OEM revenue by over $300 million. And advertising spend slowdown hit LinkedIn and Search and news ad revenue by over $100 million.</p><p>&#34;With Microsoft being the size that they are, it&#39;s hard for them not to reflect the overall economy,&#34; John Freeman, vice president of equity research at CFRA Research. &#34;We&#39;ve got inflation and that&#39;s obviously going to dampen consumer demand.&#34;</p><p>Softer consumer demand also hit gaming revenue, which fell 7% year-on-year due to a drop in Xbox hardware, content and services, the company said.</p><p>Microsoft reported revenue of $51.87 billion in the fourth quarter, compared with $46.15 billion a year earlier. Analysts on average had expected revenue of $52.44 billion, according to Refinitiv IBES data.</p><p>Net income rose to $16.74 billion, or $2.23 per share, during the quarter ended June 30, from $16.46 billion, or $2.17 per share, a year earlier.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Soothes Market Fears With Forecast for Double-Digit Revenue Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Soothes Market Fears With Forecast for Double-Digit Revenue Growth\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\">2022-07-27 06:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 26 (Reuters) - Microsoft Corp on Tuesday forecast revenue this fiscal year would grow by double digits, driven by demand for cloud computing services and sending shares up 5%.</p><p><img src=\"https://static.tigerbbs.com/1723f4ed1f79201f80badcc07c363f14\" tg-width=\"855\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p>The strong outlook shows Microsoft continues to benefit from the pandemic-led shift to hybrid work models and comes at a time when investors are bracing for disaster, with inflation roaring and consumers cutting spending.</p><p>Despite the positive forecast, Microsoft results for the fourth quarter amounted to a slight miss, hurt by a stronger dollar, slowing sales of PCs and lower advertiser spending.</p><p>Still Microsoft had its best quarter for its cloud business with record bookings for its cloud service called Azure, said Brett Iversen, Microsoft&#39;s general manager of investor relations.</p><p>Azure growth was 40%, missing the 43% analyst target compiled by Visible Alpha. It was up 46% if foreign exchange factors are eliminated. In its broader Intelligent Cloud division, revenue was up 20% to $20.9 billion, ahead of the average Wall Street target of $19.1 billion, according to Refinitiv.</p><p>For the first quarter, the Intelligent Cloud division was forecast to bring in $20.3 billion to $20.6 billion, with the upper end slightly above analysts&#39; forecasts.</p><p>Microsoft faces pressure from a stronger greenback as it gets about half of its revenue from outside the United States. That led the company to lower its fourth-quarter profit and revenue forecasts in June. Shares of the Redmond, Washington-based company have fallen about 25% this year.</p><p>The U.S. dollar index rose over 2% in the quarter ended June and nearly 12% this year, compared to a 1% drop a year earlier for the same period.</p><p>Without the stronger dollar, the company&#39;s 12% year-on-year revenue growth would have been 4 percentage points higher, Iversen told Reuters. Three main factors reduced fourth-quarter revenue by about $1 billion.</p><p>Foreign exchange negatively impacted revenue by nearly $600 million. A slowdown in the PC market hit Windows OEM revenue by over $300 million. And advertising spend slowdown hit LinkedIn and Search and news ad revenue by over $100 million.</p><p>&#34;With Microsoft being the size that they are, it&#39;s hard for them not to reflect the overall economy,&#34; John Freeman, vice president of equity research at CFRA Research. &#34;We&#39;ve got inflation and that&#39;s obviously going to dampen consumer demand.&#34;</p><p>Softer consumer demand also hit gaming revenue, which fell 7% year-on-year due to a drop in Xbox hardware, content and services, the company said.</p><p>Microsoft reported revenue of $51.87 billion in the fourth quarter, compared with $46.15 billion a year earlier. Analysts on average had expected revenue of $52.44 billion, according to Refinitiv IBES data.</p><p>Net income rose to $16.74 billion, or $2.23 per share, during the quarter ended June 30, from $16.46 billion, or $2.17 per share, a year earlier.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105749171","content_text":"July 26 (Reuters) - Microsoft Corp on Tuesday forecast revenue this fiscal year would grow by double digits, driven by demand for cloud computing services and sending shares up 5%.The strong outlook shows Microsoft continues to benefit from the pandemic-led shift to hybrid work models and comes at a time when investors are bracing for disaster, with inflation roaring and consumers cutting spending.Despite the positive forecast, Microsoft results for the fourth quarter amounted to a slight miss, hurt by a stronger dollar, slowing sales of PCs and lower advertiser spending.Still Microsoft had its best quarter for its cloud business with record bookings for its cloud service called Azure, said Brett Iversen, Microsoft's general manager of investor relations.Azure growth was 40%, missing the 43% analyst target compiled by Visible Alpha. It was up 46% if foreign exchange factors are eliminated. In its broader Intelligent Cloud division, revenue was up 20% to $20.9 billion, ahead of the average Wall Street target of $19.1 billion, according to Refinitiv.For the first quarter, the Intelligent Cloud division was forecast to bring in $20.3 billion to $20.6 billion, with the upper end slightly above analysts' forecasts.Microsoft faces pressure from a stronger greenback as it gets about half of its revenue from outside the United States. That led the company to lower its fourth-quarter profit and revenue forecasts in June. Shares of the Redmond, Washington-based company have fallen about 25% this year.The U.S. dollar index rose over 2% in the quarter ended June and nearly 12% this year, compared to a 1% drop a year earlier for the same period.Without the stronger dollar, the company's 12% year-on-year revenue growth would have been 4 percentage points higher, Iversen told Reuters. Three main factors reduced fourth-quarter revenue by about $1 billion.Foreign exchange negatively impacted revenue by nearly $600 million. A slowdown in the PC market hit Windows OEM revenue by over $300 million. And advertising spend slowdown hit LinkedIn and Search and news ad revenue by over $100 million.\"With Microsoft being the size that they are, it's hard for them not to reflect the overall economy,\" John Freeman, vice president of equity research at CFRA Research. \"We've got inflation and that's obviously going to dampen consumer demand.\"Softer consumer demand also hit gaming revenue, which fell 7% year-on-year due to a drop in Xbox hardware, content and services, the company said.Microsoft reported revenue of $51.87 billion in the fourth quarter, compared with $46.15 billion a year earlier. Analysts on average had expected revenue of $52.44 billion, according to Refinitiv IBES data.Net income rose to $16.74 billion, or $2.23 per share, during the quarter ended June 30, from $16.46 billion, or $2.17 per share, a year earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929895223,"gmtCreate":1670634331463,"gmtModify":1676538408430,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>ppi hotter than expected last hope is cpi, if higher than expected... time to prepare for another new low...","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>ppi hotter than expected last hope is cpi, if higher than expected... time to prepare for another new low...","text":"$Alphabet(GOOGL)$ ppi hotter than expected last hope is cpi, if higher than expected... time to prepare for another new low...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9929895223","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964786061,"gmtCreate":1670208005453,"gmtModify":1676538320805,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>not much hope on year end rallies&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>not much hope on year end rallies&nbsp;","text":"$Alphabet(GOOGL)$ not much hope on year end rallies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964786061","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969087175,"gmtCreate":1668301215697,"gmtModify":1676538038075,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>not moving at all... kind of sad","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"0\"></v-v>not moving at all... kind of sad","text":"$Alphabet(GOOGL)$ not moving at all... kind of sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969087175","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987777322,"gmtCreate":1668008660566,"gmtModify":1676537998210,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"Only buy in 2024 since the ceo predicted that 2025 will start to profit","listText":"Only buy in 2024 since the ceo predicted that 2025 will start to profit","text":"Only buy in 2024 since the ceo predicted that 2025 will start to profit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987777322","repostId":"2281189119","repostType":2,"repost":{"id":"2281189119","pubTimestamp":1667983606,"share":"https://ttm.financial/m/news/2281189119?lang=&edition=fundamental","pubTime":"2022-11-09 16:46","market":"us","language":"en","title":"Palantir Won't Rise Again Until This Happens","url":"https://stock-news.laohu8.com/highlight/detail?id=2281189119","media":"Motley Fool","summary":"Even after a recent revenue beat, Palantir's stock sold off.","content":"<html><head></head><body><p>Big-data analytics company <b>Palantir</b> reported earnings on Monday, Nov. 7, resulting in an 11.5% drop -- the latest leg down in the stock&#39;s 70% decline over the past year. Curiously, the company actually beat revenue expectations. Revenue rose 22% to $478 million, beating expectations by nearly $3 million. However, adjusted (non-GAAP) earnings per share of $0.01 missed expectations by $0.01.</p><p>One would think that Palantir, with its top-of-the-line analytics software system used by the military and commercial enterprises, would be performing better. After all, with war between Russia and Ukraine, along with other geopolitical hotspots flaring up after the pandemic, Palantir&#39;s big-data software should be in high demand.</p><p>The thing is, Palantir&#39;s software actually <i>is</i> in high demand, and some underlying metrics point to a positive long-term picture. Yet there appears to be one big hole in its revenue trajectory, as well as a big cost headwind keeping a lid on its bottom line.</p><p>Unfortunately, it appears the stock likely won&#39;t rise again until these two factors are taken care of.</p><h2>Palantir is racking up commercial customers</h2><p>With the stock down, some may think Palantir&#39;s customers are slowing their adoption of the platform. However, this doesn&#39;t appear to be the case.</p><p>In fact, Palantir was able to grow its overall customer count by 66% year over year and 11% quarter over quarter -- which was impressive. Other impressive metrics include the total number of deals closed, which were up 63% from last year. Total billings, which include the change in revenue plus the change in long-term contract value, was up 47%.</p><p>The company&#39;s recent presentation also showed a number of major commercial-customer testimonies, illustrating how Palantir&#39;s big-data software has helped their businesses save lots of money. For instance, <b>Tyson Foods</b> claimed Palantir&#39;s software saved it $200 million across 20 projects, while insurance-giant <b>Swiss Re</b> said it had achieved &#34;nine figure&#34; savings due to Palantir&#39;s software. Other major customers also had positive things to say about the software giant.</p><h2>The big hole in Palantir&#39;s results</h2><p>With that huge customer and billings growth, it&#39;s a bit strange that revenue only rose 22%. And it&#39;s doubly strange that the supposed lower-growth government segment actually rose 26%, above the company average. U.S. commercial-revenue growth continued its strong performance from last quarter, up 53%, making the overall 17% commercial growth all the more perplexing.</p><p>That leaves international commercial revenue as the huge shortfall here. In fact, given that U.S. commercial growth was so strong, it actually appears international commercial-revenue growth may have been negative!</p><p>On the conference call with analysts, management called international commercial revenue &#34;about flat,&#34; due to the strong dollar and other headwinds. CEO Alex Karp also called out European companies as generally being less willing to embrace new data-driven ways of doing things, compared with more innovative U.S. companies, which may point to some cultural headwinds in the region in addition to the strong dollar.</p><h2>Palantir won&#39;t rise again until this happens</h2><p>Like many other software companies, Palantir has a tendency to report &#34;adjusted&#34; metrics, which makes the company seem more profitable than it actually is when factoring in its very generous stock-based compensation. Last quarter, Palantir paid out $140 million in stock-based compensation, which was enough to flip &#34;adjusted&#34; operating earnings of $81.3 million to a GAAP operating loss of $62.2 million.</p><p>That $140 million also amounted to nearly 30% of revenue and nearly 1% of the company&#39;s current market cap. While 1% dilution per quarter isn&#39;t that great for equity shareholders, on the bright side, Palantir has decreased its outsized stock-based compensation from last year. In last-year&#39;s third quarter, stock-based compensation was an even greater $185 million.</p><p>High stock comp in lieu of cash payments is enabling Palantir to build cash every quarter, which is good for the company&#39;s durability in this environment. Currently, its corporate cash totaled over $2.4 billion, with no debt. So it&#39;s not like Palantir is in any danger of insolvency, nor is it in need of outside funding.</p><p>However, with interest rates so high and software investors now looking much closer at GAAP profitability, one can probably count on investors to discount Palantir&#39;s growth until it can generate profits over and above its stock-based comp.</p><p>With geopolitical threats proliferating all over the world and businesses increasingly depending on big-data analytics for cost savings in this age of inflation, Palantir seems like the perfect stock for these times. However, until the company begins to either generate real GAAP profits over and above its large stock-based compensation, it may be difficult for Palantir to rise to its old highs anytime soon.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Won't Rise Again Until This Happens</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 Won't Rise Again Until This Happens\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 16:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/08/palantir-stock-wont-rise-until-this-happens/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big-data analytics company Palantir reported earnings on Monday, Nov. 7, resulting in an 11.5% drop -- the latest leg down in the stock's 70% decline over the past year. Curiously, the company ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/08/palantir-stock-wont-rise-until-this-happens/\">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://www.fool.com/investing/2022/11/08/palantir-stock-wont-rise-until-this-happens/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281189119","content_text":"Big-data analytics company Palantir reported earnings on Monday, Nov. 7, resulting in an 11.5% drop -- the latest leg down in the stock's 70% decline over the past year. Curiously, the company actually beat revenue expectations. Revenue rose 22% to $478 million, beating expectations by nearly $3 million. However, adjusted (non-GAAP) earnings per share of $0.01 missed expectations by $0.01.One would think that Palantir, with its top-of-the-line analytics software system used by the military and commercial enterprises, would be performing better. After all, with war between Russia and Ukraine, along with other geopolitical hotspots flaring up after the pandemic, Palantir's big-data software should be in high demand.The thing is, Palantir's software actually is in high demand, and some underlying metrics point to a positive long-term picture. Yet there appears to be one big hole in its revenue trajectory, as well as a big cost headwind keeping a lid on its bottom line.Unfortunately, it appears the stock likely won't rise again until these two factors are taken care of.Palantir is racking up commercial customersWith the stock down, some may think Palantir's customers are slowing their adoption of the platform. However, this doesn't appear to be the case.In fact, Palantir was able to grow its overall customer count by 66% year over year and 11% quarter over quarter -- which was impressive. Other impressive metrics include the total number of deals closed, which were up 63% from last year. Total billings, which include the change in revenue plus the change in long-term contract value, was up 47%.The company's recent presentation also showed a number of major commercial-customer testimonies, illustrating how Palantir's big-data software has helped their businesses save lots of money. For instance, Tyson Foods claimed Palantir's software saved it $200 million across 20 projects, while insurance-giant Swiss Re said it had achieved \"nine figure\" savings due to Palantir's software. Other major customers also had positive things to say about the software giant.The big hole in Palantir's resultsWith that huge customer and billings growth, it's a bit strange that revenue only rose 22%. And it's doubly strange that the supposed lower-growth government segment actually rose 26%, above the company average. U.S. commercial-revenue growth continued its strong performance from last quarter, up 53%, making the overall 17% commercial growth all the more perplexing.That leaves international commercial revenue as the huge shortfall here. In fact, given that U.S. commercial growth was so strong, it actually appears international commercial-revenue growth may have been negative!On the conference call with analysts, management called international commercial revenue \"about flat,\" due to the strong dollar and other headwinds. CEO Alex Karp also called out European companies as generally being less willing to embrace new data-driven ways of doing things, compared with more innovative U.S. companies, which may point to some cultural headwinds in the region in addition to the strong dollar.Palantir won't rise again until this happensLike many other software companies, Palantir has a tendency to report \"adjusted\" metrics, which makes the company seem more profitable than it actually is when factoring in its very generous stock-based compensation. Last quarter, Palantir paid out $140 million in stock-based compensation, which was enough to flip \"adjusted\" operating earnings of $81.3 million to a GAAP operating loss of $62.2 million.That $140 million also amounted to nearly 30% of revenue and nearly 1% of the company's current market cap. While 1% dilution per quarter isn't that great for equity shareholders, on the bright side, Palantir has decreased its outsized stock-based compensation from last year. In last-year's third quarter, stock-based compensation was an even greater $185 million.High stock comp in lieu of cash payments is enabling Palantir to build cash every quarter, which is good for the company's durability in this environment. Currently, its corporate cash totaled over $2.4 billion, with no debt. So it's not like Palantir is in any danger of insolvency, nor is it in need of outside funding.However, with interest rates so high and software investors now looking much closer at GAAP profitability, one can probably count on investors to discount Palantir's growth until it can generate profits over and above its stock-based comp.With geopolitical threats proliferating all over the world and businesses increasingly depending on big-data analytics for cost savings in this age of inflation, Palantir seems like the perfect stock for these times. However, until the company begins to either generate real GAAP profits over and above its large stock-based compensation, it may be difficult for Palantir to rise to its old highs anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917100655,"gmtCreate":1665447617877,"gmtModify":1676537606996,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a><v-v data-views=\"0\"></v-v>less earning leds advertising from big companies less earning for google...","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a><v-v data-views=\"0\"></v-v>less earning leds advertising from big companies less earning for google...","text":"$Alphabet(GOOGL)$less earning leds advertising from big companies less earning for google...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917100655","isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995741824,"gmtCreate":1661523824370,"gmtModify":1676536534894,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"Market will be down as currently market predicted only 100 basic points till end of this yrs... based on the current hawkish speeches it seems will beyond 100 basic point..&nbsp;","listText":"Market will be down as currently market predicted only 100 basic points till end of this yrs... based on the current hawkish speeches it seems will beyond 100 basic point..&nbsp;","text":"Market will be down as currently market predicted only 100 basic points till end of this yrs... based on the current hawkish speeches it seems will beyond 100 basic point..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995741824","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992991617,"gmtCreate":1661238089842,"gmtModify":1676536481001,"author":{"id":"4100579606105590","authorId":"4100579606105590","name":"lyKeoh","avatar":"https://community-static.tradeup.com/news/96056c732f6e5ae79c3986953b3b4ca2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100579606105590","idStr":"4100579606105590"},"themes":[],"htmlText":"Gg.com..&nbsp; chicken genius is rite o shit 😳","listText":"Gg.com..&nbsp; chicken genius is rite o shit 😳","text":"Gg.com.. chicken genius is rite o shit 😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992991617","repostId":"1113960584","repostType":2,"repost":{"id":"1113960584","pubTimestamp":1661237527,"share":"https://ttm.financial/m/news/1113960584?lang=&edition=fundamental","pubTime":"2022-08-23 14:52","market":"other","language":"en","title":"SPY: Time To Get Out, Weak Short Sale Volumes Indicate Reversal","url":"https://stock-news.laohu8.com/highlight/detail?id=1113960584","media":"Seeking Alpha","summary":"SummaryThe base effect was the fundamental reason why inflation had peaked. It will be challenging t","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The base effect was the fundamental reason why inflation had peaked. It will be challenging to stop the most lagged part of inflation.</li><li>The markets don&#39;t realize that fed members are in full hawkish mode. Although the market is certain about a soft-landing, the fed indicator suggests a recession.</li><li>Short-covering contributed to the latest bear market rally significantly. As there are very low short sales volumes right now, the reversion could be next.</li><li>SPY significantly deviated from real yields (strong inverse correlation) and this exemption won&#39;t last long.</li><li>The macroeconomic outlook could worsen with additional rate hikes, which is not supportive for EPS.</li></ul><p>In my most recent bond analysis, which focused on the iShares 20+ Year Treasury Bond ETF (TLT), inflation, and monetary outlook, we predicted that the YoY and MoM inflation peaks would both occur in the months of July - September. I wagered that commodity prices would decline and that other leading indicators would also dramatically deteriorate. However the Fed responds to the most lagging inflation parts, the CPI/PCE/core CPI report from July is not initially bullish. Lower commodities prices had a significant impact on the MoM&#39;s &#34;stabilization,&#34; but the most lagging drivers to the CPI - shelter and services are still quite high and are still increasing. The necessary items, which the Fed wants to stabilize, are not stabilizing.</p><p>On first glance, the market rallied due to strong data from inflation prints, but in our breakdown, the data has not been strong at all. SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) deviated from the long-term inverse correlation between real yields and SPY&#39;s price mainly due to a &#34;strong fundamental week.&#34; However, I&#39;m firmly convinced this was another bear market rally. Medium-term inflation expectations rose, which is not a good case for stocks. In summary, we can await more rate hikes to come, more than the market currently prices in.</p><p><b>Inflation breakdown</b></p><p>The CPI&#39;s YoY growth was still high at 8.5% and rose in July by zero percent. However, the core CPI rose &#34;only&#34; by 0.2%, which was lower than the consensus. Nevertheless, if you make an inflation breakdown, you will see the drivers. Motor fuel (oil &amp; gas) has contributed very negatively to the overall CPI monthly change. This item is the most current in the lagged CPI. However, the most lagging components of the CPI are housing, food prices, medical care services, and other services, and it will take some time for these inputs to stabilize or decline.</p><p><img src=\"https://static.tigerbbs.com/32fb983d571f92f960166b97b1eb1e09\" tg-width=\"640\" tg-height=\"502\" referrerpolicy=\"no-referrer\"/></p><p>CPI monthly change(@MacroAlf)</p><p>As I stated in my previous analysis on TLT, the consumer destruction will take place in 2-3 months. The issue is that supply-side inflation (mainly oil, gas, and other commodities) can be impacted only indirectly - mainly by lowered demand. That is what we see in the commodity market right now. Industrial commodities and the ones that have a great impact on overall CPI started to decline. But it does not reflect only demand destruction but also the quite strong economic slowdown (forward-looking). I still believe inflation will go down, but mainly due to the strong base effect caused by the measured style-YoY comparison. The much more important figure will be core inflation on a monthly basis.</p><p>Still, if inflation were to be zero on a monthly basis till the end of the year, it would still be at 6.5%, and if it were to be longer, it would be at 3.3% in March. Still significantly above the fed&#39;s medium-term target. I am confident that inflation will fall, and that we will see a significant slowdown in 4Q2022, but this must be accompanied by a continued reduction in consumption and GDP growth forecasts.</p><p><img src=\"https://static.tigerbbs.com/16abe6e1dd19cfbe7ada120183feb6d6\" tg-width=\"1280\" tg-height=\"906\" referrerpolicy=\"no-referrer\"/></p><p>Projecting CPI at Year-End(BLS, Cleveland Federal Reserve Nowcast)</p><p><b>Outlook on the monetary policy</b></p><p>I&#39;m strongly convinced that inflation will go down on a YoY basis. On the other hand, I&#39;m a little bit less convinced by the MoM point of view. To support this scenario, the fed will need to be very hawkish to convince the market that it will do so. Despite still having a very inverted yield curve, the market started to price in fewer rate cuts than anticipated 2-3 weeks ago. And this is all on the back of lower-than-expected inflation figures from a week ago. The spread between Fed funds futures rates in Dec 2022 and Dec 2023 is reaching less than -0.2, thus implying market expectations of almost only one rate cut till Dec 2023.</p><p><img src=\"https://static.tigerbbs.com/b8a4b790ae098a035c35b830ca03c865\" tg-width=\"640\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/></p><p>Spread between FFF 12/2022 and 12/2023(Author´s calculation via Tradingview)</p><p>Despite the fact that the market began slightly repeating the FOMC member&#39;s rhetoric, the stocks rallied significantly. It is because the market believed the narrative of &#34;soft-landing&#34; to be more probable than before inflation prints. However, the inflation fight is still not over. I consider this rally unsustainable and not supported by the macro fundamentals. After the inflation print, rates expectations measured by Fed funds futures rose quite significantly.</p><p><img src=\"https://static.tigerbbs.com/33f3f05a2f5ce92a0dc8992ced3b6a53\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p>Rates expectations measured by FFF(Author´s calculations via Tradingview)</p><p>Thus, retail investors are fairly misled by inflation print and soft-landing. This scenario does not support the thesis of being bullish at current levels. However, for me, the very strong narrative stands behind the real yields and SPY. There is a very strong negative correlation among the variables, which the market fully ignored until Friday.</p><p><img src=\"https://static.tigerbbs.com/fed22002670360778cb46af429c3e6fd\" tg-width=\"767\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>Real Yields vs. S&amp;P500(Bloomberg, Morgan Stanley Research)</p><p><b>The key driver of the latest rally was short-covering</b></p><p>As many investors / traders followed the inflation print and saw a market rally, they massively closed their short positions or bets, which led to a significant rally from the bottom. That&#39;s the true reason why the market rallied in the previous weeks. And it only makes sense to me because macro fundamentals such as real yields and other leading indicators have all worsened, just hand in hand with a strong labor market. Despite the rise in real yields, the market rallied in recent weeks, their negative correlation deviated significantly from normal conditions, giving me no reason to be bullish from a macro perspective.</p><p>On the contrary, as I said, the rally was caused mainly by short covering (the closing of short position) and it was the 3rd most aggressive short-covering in the latest ten years.</p><p><img src=\"https://static.tigerbbs.com/4500679330262cedb633a0fba418e7ad\" tg-width=\"611\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>Short covering / Short selling(GS Prime Book via Investro)</p><p>And also a great chart from @MacroCharts, which measures the sum of (QQQ) deltas, indicated that this massive rally was caused by a full switch of position. As there are monitored deltas for QQQ, I believe it will be similar for the S&amp;P 500 or SPY, because major stocks from QQQ are also integrated with significant weights in SPY. From the extremely short to the extremely long ones. For me, it is absolutely unsustainable to remain at such levels, and the rising probability of further downturn, combined with macro fundamentals, gives me quite strong confidence.</p><p><img src=\"https://static.tigerbbs.com/984923367a1ab56eb4804dde1f6a5a07\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p>Sum of QQQ Deltas(Charlie Mcelligott / Nomura via @MacroCharts)</p><p>Another very important measure, which I highly recommend, is to follow short sale volumes for SPY/QQQ and others. The chart below just implies there is a lack of shorts or very low activity in short selling, which is a great contrarian indicator. The 10-day moving average of short sale volume, measured by FINRA, indicates there is a lack of short sale volume, indicates the market is probably exhausted. It also confirms the thesis of short-covering rally in the previous weeks as well. Just look at the significant numbers of short selling in mid June, in hand with the market bottom. There should be no surprises about the following market squeeze or strong short-covering activity. Currently, I see a strong reversal situation, thus giving room for another leg down in SPY. However, I also could be wrong, but combined with the real yields narrative, the worsening economic situation, and the strong contrarian indicator of short sale volume, I am firmly convinced this was another bear market rally.</p><p><b>The Fed believes a soft landing is less likely than the market</b></p><p>The reason why I believe such a narrative is caused by FOMC members&#39; statements as well as by the data-driven approach. First of all, there are leading indicators that are screaming to us that inflation as well as economic growth will slow down. However, as previously stated, the YoY will slow, and the MoM will most likely stabilize. However, even if there is a 0% MoM change until the end of the year, inflation will still be significantly above the medium term horizon and above the fed&#39;s key target. With so strong numbers from the labor market, the fed can be calm to focus really on inflation and to tame it. The sacrifice would be economic growth. This is the reason why I believe rate hikes will continue until the fed sees a portion of lagging core CPI MoM moving around -0.2% to 0.1% in the medium term.</p><p>Now, let&#39;s summarize some of the latest statements from FOMC members.</p><p>Fed&#39;s Bullard, according to Reuters:</p><blockquote><i>St. Louis Fed President James Bullard, who was among the central bank&#39;s earliest advocates last year of a more muscular response to fast-building price pressures, said that given the strength of the economy he is currently leaning toward supporting a third straight 75-basis-point interest rate hike in September.</i></blockquote><p>Also, Mary Daly, president of the San Francisco Federal Reserve,stated earlier on Thursday that raising rates by 50 or 75 basis points at the fed&#39;s upcoming policy meeting on September 20-21 would be a &#34;reasonable&#34; way to raise short-term borrowing costs to slightly above 3% by the end of this year and put them on a path to a little bit higher in 2023.</p><p>Also a kindly hawkish note from the Fed&#39;s Kashkari:</p><blockquote><i>So the question right now is, can we bring inflation down without triggering a recession? And my answer to that question is: I don’t know. Fed has more work to do in raising interest rates to bring inflation down.</i></blockquote><p>Despite the better than expected inflation print, the fight is not over and there must be a clear indication of tightening conditions that will continue to bring inflation down. Until then, the market still hopes for a soft-landing as in 2019, but this is really different story. I&#39;m firmly convinced it will bring a bigger economic slowdown than the current one, but I don&#39;t know if it will be a big recession. Probably not. But it will be harder than soft-landing. Kashkari is one of the first FOMC members to admit that they are unsure whether it will cause the recession or not. They just can&#39;t tell you, &#34;for sure we will cause a recession.&#34; However, in the previous months, when the yield curve started to be inverted, the fed screamed that it was not an appropriate indicator of recession. The opposite is the truth.</p><p>However, the fed released its own indicator of forecasting recession, slightly different than the classic yield curve, which had not been inverted before. It is now fully inverted, which, according to previous fed papers, should clearly indicate a recession going forward. A great chart from@MacroAlfcalculated the development of this indicator, and as it was almost one month ago, it started to be inverted, thus confirming that the fed knows and is aware of the ongoing recession. Regardless of what they say. It was the only opinion as the yield curve started to be inverted that it was better to monitor the &#34;near-term spread,&#34; calculated as 18m forward 3m yields minus 3m yields, as it is a much more precise predictor of the upcoming recession.</p><p><img src=\"https://static.tigerbbs.com/aced83130fc7620517eccea36b9a2d28\" tg-width=\"952\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p>Fed´s preferred yield curve indicator(@MacroAlf)</p><p><b>Earnings are lagged, CPI too</b></p><p>However, I&#39;m convinced that CPI will go down and the fed will tame inflation. The issue is that there will be an EPS drop as well. To tame inflation rapidly, it is necessary to cause an economic slowdown. However, it is happening right now, and many leading indicators are confirming this thesis. Companies are oversupplied (with inventories), commodity prices are falling, and PMI and new orders are dropping too. Oil is falling; however, natural gas recovered from the total drawdown seen in July. Nevertheless, the macro indicators tell me that inflation will calm down, but the fed needs to continue doing its job and focus on inflation. I also believe that it can cause a mild recession and then we could see slight rate cuts in 2023. The next chart shows the leading indicator - G5 Credit Impulse and its impact on S&amp;P 500 EPS as well as CPI YoY. Both are well lagged vs. their leading indicator, which leads by 4-5 quarters. This also supports our thesis, thus giving room for EPS decline as well as for CPI decline.</p><p><img src=\"https://static.tigerbbs.com/9f434d630603e9b6a62684bdcc200676\" tg-width=\"832\" tg-height=\"699\" referrerpolicy=\"no-referrer\"/></p><p>G5 Credit impluse as leading indicator(@MacroAlf)</p><p><b>Risks and Summary</b></p><p>Let&#39;s start with the risk to our thesis. The first risk can be that I have wrongly detected another bear market rally and where a bull market started. I do not say we will find the new bottom. Currently, I&#39;m convinced that under current macro circumstances, followed by sale volumes and short-covering narrative, the market is overbought and should decline 5-15% from its current levels. The next risk to this thesis is that inflation will fall fast with a soft-landing. Although I see a little probability, it is still a kind of scenario. When inflation, mainly core inflation, drops significantly, it could cause the fed to stop the tightening cycle and, after 2-3 quarters, to ease conditions rapidly. And that&#39;s all without economic damage, with a strong labor market and slight economic growth. Currently, I&#39;m not convinced that is the case.</p><p>In my opinion, the short scenario has significantly bigger odds right now for plenty of reasons: Real yields and the SPY correlation have significantly deteriorated and deviated, which is unsustainable in my opinion. Additionally, we saw that due to strong short-covering rally - the 3rd largest in the last 10 years. Next reason is that there is a lack of short sellers right now, which could indicate a short-term market peak. The market rally could be exhausted because there are no short sellers. The next indicator is the still and tireless statements from FOMC&#39;s members, which are still very hawkish, and the best case is to DO NOT FIGHT THE FED. The most recent narrative remains focused on inflation print. Very volatile figures and the most current ones as motor fuel, transportation, and others are down, but it depends on prices (on the market). However, the fed wants to see the most lagging parts as a shelter, services, and demand side inflation to cool down. It will take some time, and I believe we will see that. But also, it will have a negative impact on EPS. Also, I can be wrong, but these are the key reasons why I firmly believe that the market is exhausted (upwards) and a short-term rally downwards could continue.</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: Time To Get Out, Weak Short Sale Volumes Indicate Reversal</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: Time To Get Out, Weak Short Sale Volumes Indicate Reversal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-23 14:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4536168-spy-time-to-get-out-weak-short-sale-volumes-indicate-reversal><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe base effect was the fundamental reason why inflation had peaked. It will be challenging to stop the most lagged part of inflation.The markets don't realize that fed members are in full ...</p>\n\n<a href=\"https://seekingalpha.com/article/4536168-spy-time-to-get-out-weak-short-sale-volumes-indicate-reversal\">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"},"source_url":"https://seekingalpha.com/article/4536168-spy-time-to-get-out-weak-short-sale-volumes-indicate-reversal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113960584","content_text":"SummaryThe base effect was the fundamental reason why inflation had peaked. It will be challenging to stop the most lagged part of inflation.The markets don't realize that fed members are in full hawkish mode. Although the market is certain about a soft-landing, the fed indicator suggests a recession.Short-covering contributed to the latest bear market rally significantly. As there are very low short sales volumes right now, the reversion could be next.SPY significantly deviated from real yields (strong inverse correlation) and this exemption won't last long.The macroeconomic outlook could worsen with additional rate hikes, which is not supportive for EPS.In my most recent bond analysis, which focused on the iShares 20+ Year Treasury Bond ETF (TLT), inflation, and monetary outlook, we predicted that the YoY and MoM inflation peaks would both occur in the months of July - September. I wagered that commodity prices would decline and that other leading indicators would also dramatically deteriorate. However the Fed responds to the most lagging inflation parts, the CPI/PCE/core CPI report from July is not initially bullish. Lower commodities prices had a significant impact on the MoM's \"stabilization,\" but the most lagging drivers to the CPI - shelter and services are still quite high and are still increasing. The necessary items, which the Fed wants to stabilize, are not stabilizing.On first glance, the market rallied due to strong data from inflation prints, but in our breakdown, the data has not been strong at all. SPDR S&P 500 Trust ETF (NYSEARCA:SPY) deviated from the long-term inverse correlation between real yields and SPY's price mainly due to a \"strong fundamental week.\" However, I'm firmly convinced this was another bear market rally. Medium-term inflation expectations rose, which is not a good case for stocks. In summary, we can await more rate hikes to come, more than the market currently prices in.Inflation breakdownThe CPI's YoY growth was still high at 8.5% and rose in July by zero percent. However, the core CPI rose \"only\" by 0.2%, which was lower than the consensus. Nevertheless, if you make an inflation breakdown, you will see the drivers. Motor fuel (oil & gas) has contributed very negatively to the overall CPI monthly change. This item is the most current in the lagged CPI. However, the most lagging components of the CPI are housing, food prices, medical care services, and other services, and it will take some time for these inputs to stabilize or decline.CPI monthly change(@MacroAlf)As I stated in my previous analysis on TLT, the consumer destruction will take place in 2-3 months. The issue is that supply-side inflation (mainly oil, gas, and other commodities) can be impacted only indirectly - mainly by lowered demand. That is what we see in the commodity market right now. Industrial commodities and the ones that have a great impact on overall CPI started to decline. But it does not reflect only demand destruction but also the quite strong economic slowdown (forward-looking). I still believe inflation will go down, but mainly due to the strong base effect caused by the measured style-YoY comparison. The much more important figure will be core inflation on a monthly basis.Still, if inflation were to be zero on a monthly basis till the end of the year, it would still be at 6.5%, and if it were to be longer, it would be at 3.3% in March. Still significantly above the fed's medium-term target. I am confident that inflation will fall, and that we will see a significant slowdown in 4Q2022, but this must be accompanied by a continued reduction in consumption and GDP growth forecasts.Projecting CPI at Year-End(BLS, Cleveland Federal Reserve Nowcast)Outlook on the monetary policyI'm strongly convinced that inflation will go down on a YoY basis. On the other hand, I'm a little bit less convinced by the MoM point of view. To support this scenario, the fed will need to be very hawkish to convince the market that it will do so. Despite still having a very inverted yield curve, the market started to price in fewer rate cuts than anticipated 2-3 weeks ago. And this is all on the back of lower-than-expected inflation figures from a week ago. The spread between Fed funds futures rates in Dec 2022 and Dec 2023 is reaching less than -0.2, thus implying market expectations of almost only one rate cut till Dec 2023.Spread between FFF 12/2022 and 12/2023(Author´s calculation via Tradingview)Despite the fact that the market began slightly repeating the FOMC member's rhetoric, the stocks rallied significantly. It is because the market believed the narrative of \"soft-landing\" to be more probable than before inflation prints. However, the inflation fight is still not over. I consider this rally unsustainable and not supported by the macro fundamentals. After the inflation print, rates expectations measured by Fed funds futures rose quite significantly.Rates expectations measured by FFF(Author´s calculations via Tradingview)Thus, retail investors are fairly misled by inflation print and soft-landing. This scenario does not support the thesis of being bullish at current levels. However, for me, the very strong narrative stands behind the real yields and SPY. There is a very strong negative correlation among the variables, which the market fully ignored until Friday.Real Yields vs. S&P500(Bloomberg, Morgan Stanley Research)The key driver of the latest rally was short-coveringAs many investors / traders followed the inflation print and saw a market rally, they massively closed their short positions or bets, which led to a significant rally from the bottom. That's the true reason why the market rallied in the previous weeks. And it only makes sense to me because macro fundamentals such as real yields and other leading indicators have all worsened, just hand in hand with a strong labor market. Despite the rise in real yields, the market rallied in recent weeks, their negative correlation deviated significantly from normal conditions, giving me no reason to be bullish from a macro perspective.On the contrary, as I said, the rally was caused mainly by short covering (the closing of short position) and it was the 3rd most aggressive short-covering in the latest ten years.Short covering / Short selling(GS Prime Book via Investro)And also a great chart from @MacroCharts, which measures the sum of (QQQ) deltas, indicated that this massive rally was caused by a full switch of position. As there are monitored deltas for QQQ, I believe it will be similar for the S&P 500 or SPY, because major stocks from QQQ are also integrated with significant weights in SPY. From the extremely short to the extremely long ones. For me, it is absolutely unsustainable to remain at such levels, and the rising probability of further downturn, combined with macro fundamentals, gives me quite strong confidence.Sum of QQQ Deltas(Charlie Mcelligott / Nomura via @MacroCharts)Another very important measure, which I highly recommend, is to follow short sale volumes for SPY/QQQ and others. The chart below just implies there is a lack of shorts or very low activity in short selling, which is a great contrarian indicator. The 10-day moving average of short sale volume, measured by FINRA, indicates there is a lack of short sale volume, indicates the market is probably exhausted. It also confirms the thesis of short-covering rally in the previous weeks as well. Just look at the significant numbers of short selling in mid June, in hand with the market bottom. There should be no surprises about the following market squeeze or strong short-covering activity. Currently, I see a strong reversal situation, thus giving room for another leg down in SPY. However, I also could be wrong, but combined with the real yields narrative, the worsening economic situation, and the strong contrarian indicator of short sale volume, I am firmly convinced this was another bear market rally.The Fed believes a soft landing is less likely than the marketThe reason why I believe such a narrative is caused by FOMC members' statements as well as by the data-driven approach. First of all, there are leading indicators that are screaming to us that inflation as well as economic growth will slow down. However, as previously stated, the YoY will slow, and the MoM will most likely stabilize. However, even if there is a 0% MoM change until the end of the year, inflation will still be significantly above the medium term horizon and above the fed's key target. With so strong numbers from the labor market, the fed can be calm to focus really on inflation and to tame it. The sacrifice would be economic growth. This is the reason why I believe rate hikes will continue until the fed sees a portion of lagging core CPI MoM moving around -0.2% to 0.1% in the medium term.Now, let's summarize some of the latest statements from FOMC members.Fed's Bullard, according to Reuters:St. Louis Fed President James Bullard, who was among the central bank's earliest advocates last year of a more muscular response to fast-building price pressures, said that given the strength of the economy he is currently leaning toward supporting a third straight 75-basis-point interest rate hike in September.Also, Mary Daly, president of the San Francisco Federal Reserve,stated earlier on Thursday that raising rates by 50 or 75 basis points at the fed's upcoming policy meeting on September 20-21 would be a \"reasonable\" way to raise short-term borrowing costs to slightly above 3% by the end of this year and put them on a path to a little bit higher in 2023.Also a kindly hawkish note from the Fed's Kashkari:So the question right now is, can we bring inflation down without triggering a recession? And my answer to that question is: I don’t know. Fed has more work to do in raising interest rates to bring inflation down.Despite the better than expected inflation print, the fight is not over and there must be a clear indication of tightening conditions that will continue to bring inflation down. Until then, the market still hopes for a soft-landing as in 2019, but this is really different story. I'm firmly convinced it will bring a bigger economic slowdown than the current one, but I don't know if it will be a big recession. Probably not. But it will be harder than soft-landing. Kashkari is one of the first FOMC members to admit that they are unsure whether it will cause the recession or not. They just can't tell you, \"for sure we will cause a recession.\" However, in the previous months, when the yield curve started to be inverted, the fed screamed that it was not an appropriate indicator of recession. The opposite is the truth.However, the fed released its own indicator of forecasting recession, slightly different than the classic yield curve, which had not been inverted before. It is now fully inverted, which, according to previous fed papers, should clearly indicate a recession going forward. A great chart from@MacroAlfcalculated the development of this indicator, and as it was almost one month ago, it started to be inverted, thus confirming that the fed knows and is aware of the ongoing recession. Regardless of what they say. It was the only opinion as the yield curve started to be inverted that it was better to monitor the \"near-term spread,\" calculated as 18m forward 3m yields minus 3m yields, as it is a much more precise predictor of the upcoming recession.Fed´s preferred yield curve indicator(@MacroAlf)Earnings are lagged, CPI tooHowever, I'm convinced that CPI will go down and the fed will tame inflation. The issue is that there will be an EPS drop as well. To tame inflation rapidly, it is necessary to cause an economic slowdown. However, it is happening right now, and many leading indicators are confirming this thesis. Companies are oversupplied (with inventories), commodity prices are falling, and PMI and new orders are dropping too. Oil is falling; however, natural gas recovered from the total drawdown seen in July. Nevertheless, the macro indicators tell me that inflation will calm down, but the fed needs to continue doing its job and focus on inflation. I also believe that it can cause a mild recession and then we could see slight rate cuts in 2023. The next chart shows the leading indicator - G5 Credit Impulse and its impact on S&P 500 EPS as well as CPI YoY. Both are well lagged vs. their leading indicator, which leads by 4-5 quarters. This also supports our thesis, thus giving room for EPS decline as well as for CPI decline.G5 Credit impluse as leading indicator(@MacroAlf)Risks and SummaryLet's start with the risk to our thesis. The first risk can be that I have wrongly detected another bear market rally and where a bull market started. I do not say we will find the new bottom. Currently, I'm convinced that under current macro circumstances, followed by sale volumes and short-covering narrative, the market is overbought and should decline 5-15% from its current levels. The next risk to this thesis is that inflation will fall fast with a soft-landing. Although I see a little probability, it is still a kind of scenario. When inflation, mainly core inflation, drops significantly, it could cause the fed to stop the tightening cycle and, after 2-3 quarters, to ease conditions rapidly. And that's all without economic damage, with a strong labor market and slight economic growth. Currently, I'm not convinced that is the case.In my opinion, the short scenario has significantly bigger odds right now for plenty of reasons: Real yields and the SPY correlation have significantly deteriorated and deviated, which is unsustainable in my opinion. Additionally, we saw that due to strong short-covering rally - the 3rd largest in the last 10 years. Next reason is that there is a lack of short sellers right now, which could indicate a short-term market peak. The market rally could be exhausted because there are no short sellers. The next indicator is the still and tireless statements from FOMC's members, which are still very hawkish, and the best case is to DO NOT FIGHT THE FED. The most recent narrative remains focused on inflation print. Very volatile figures and the most current ones as motor fuel, transportation, and others are down, but it depends on prices (on the market). However, the fed wants to see the most lagging parts as a shelter, services, and demand side inflation to cool down. It will take some time, and I believe we will see that. But also, it will have a negative impact on EPS. Also, I can be wrong, but these are the key reasons why I firmly believe that the market is exhausted (upwards) and a short-term rally downwards could continue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}