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05-08

DYDD ...

Alibaba Stock: Buy, Sell, or Hold?

03-06

[Claw] [Claw] [Claw]

CrowdStrike Shares Surge on Earnings Beat, Strong Full-Year Guidance

03-04

Good read!

How to Invest in a Bull Market

02-22

Good read 🙏

Nvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?

02-03

I do refer to Youtube for financial advice at times. However, at the end of the day, you still have to do your own due diligence [serious] [Victory]

02-02

💪💪💪

Amazon Beats Sales Estimates on Cloud Strength, Shares Surge Over 9%

02-01

[Claw] [Claw] [Claw]

AMD Has a Solid Path to Rapid Growth — If It Can Get Past Nvidia and Intel

01-31

It is still a great company [Heart]

Chipmaker AMD Forecasts Quarterly Revenue below Estimates

2023-12-02

[Call] [Call] [Call]

Can Nvidia Hit $500 Before 2024?

2023-11-30

[Claw] [Claw] [Claw]

Love Amazon Stock? This Is the Most Important Thing to Watch This Holiday Season

2023-11-30

[Claw] [Claw] [Claw]

CrowdStrike Stock Soars After Earnings: Is It Still a Buy?

2023-11-09

[Heart]

Walt Disney Q4 Adj $0.82 Beats $0.70 Estimate, Sales $21.24B Miss $21.33B Estimate

2023-11-02

[Claw] [Claw] [Claw] [Love]

NVDA Stock: While Others Worry, Back Up the Truck

2023-10-19

Looking forward ... [Claw] [Claw] [Claw]

Amazon's Stock Can Rocket Another 30%, This New Bull Says

2023-10-06

[Claw] [Claw] [Claw]

US Stocks Turned up in Morning Trading; Nasdaq Gained Over 0.3%, Dow Jones Rose Over 0.2% While S&P 500 Climbed Over 0.1%

2023-08-31

[Claw]

What’s Ahead for Berkshire as Warren Buffett Turns 93

2023-08-31

[Applaud] [Applaud] [Applaud]

Here Are Warren Buffett’s Best Quotes From the Last 93 Years

2023-06-22

[OK]

7 Stocks to Sell Immediately Before the Bubble Bursts

2023-03-25

👍

7 Value Stocks That Pay Monthly Dividends

2023-03-23

Ok

US STOCKS-Wall St Ends Sharply Lower As Powell Warns Inflation Fight Continues

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...","listText":"DYDD ...","text":"DYDD ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303687419478120","repostId":"2433483887","repostType":4,"repost":{"id":"2433483887","pubTimestamp":1715148000,"share":"https://ttm.financial/m/news/2433483887?lang=&edition=fundamental","pubTime":"2024-05-08 14:00","market":"us","language":"en","title":"Alibaba Stock: Buy, Sell, or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2433483887","media":"Motley Fool","summary":"Is Alibaba a value or a value trap?","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba stock has had a difficult five years.</p></li><li><p>Co-founder Jack Ma recently praised the company&#39;s restructuring efforts.</p></li><li><p>Alibaba stock is trading at a very inexpensive valuation.</p></li></ul><p><strong>Alibaba Group</strong> has had a rough time recently, with the stock down nearly 60% over the past five years. However, billionaire co-founder Jack Ma recently praised the company and its restructuring efforts. Ma said that while mistakes have been made in the past, the decision to split the company into six divisions has led it to become more agile and customer-focused.</p><p>Let&#39;s look at Alibaba&#39;s prospects and if the stock is currently a buy, sell, or hold.</p><h2 id=\"id_3621037895\">A free-cash-flow machine</h2><p>Despite its struggles, the one thing Alibaba has consistently been able to do is produce a tremendous amount of cash flow. For its fiscal third quarter, ended in December, it generated operating cash flow of $9.1 billion and free cash flow of $8 billion. Through its first nine months of the year, the company produced $22.4 billion in operating cash flow.</p><p>Strong cash flow is important as it gives companies a lot of flexibility. They can reinvest it to reinvigorate growth in the company, or use it to make acquisitions. The cash can also be used to buy back shares.</p><p>Alibaba has been aggressive on the share repurchase front, announcing a $25 billion share buyback program in conjunction with its fiscal Q3 results in February. The company quickly acted on the repurchase authorization, buying back $4.8 billion in shares in the first three months of 2024. Alibaba has now repurchased $23.3 billion in shares over the past two years.</p><p>Alibaba is also looking to invest in its two core businesses, e-commerce and cloud computing, to reignite growth. For its e-commerce business, Alibaba is looking to invest in price competitiveness, service, and user experience. Improving product supply and adding more branded and direct-from-manufacturer products to its platform will be a key initiative that will include offering flexible models to suppliers so they can offer their products at the best prices.</p><p>The company is also investing in the customer experience from presale to logistics. In addition, Alibaba is in the early days of testing its own internally developed large language model (LLM) for artificial intelligence (AI) to help improve its search and advertising capabilities.</p><p>For its cloud computing business, Alibaba is looking to move customers away from low-margin project-based contracts toward its public cloud offering. The company is increasing investment in AI-related hardware and software and scaling out infrastructure to support AI-driven computing power demand.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b14e1135ab4f40b381d033fd8e00c727\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"454\"/><span>Image source: Getty Images.</span></p><h2 id=\"id_504310\">Still some risks ahead</h2><p>Chinese companies are more limited with AI given U.S. bans on the latest GPU technology from <strong>Nvidia</strong> and others, so Alibaba may not see the same immediate benefit that U.S. cloud computing companies like <strong>Microsoft</strong> and <strong>Alphabet</strong> are seeing. At the same time, Alibaba cut cloud computing prices to lure AI developers to its data center offering. So while AI has some long-term potential, it could be a bit of a headwind in the near term.</p><p>Alibaba&#39;s e-commerce business, meanwhile, has also had to invest in price given the strength of rival <strong>PDD Holdings</strong> and its popular Pinduoduo platform that has been rapidly taking share. PDD&#39;s success has led the Chinese e-commerce market to become even more competitive, although Alibaba&#39;s T-Mall and Taobao platforms are still two of the strongest e-commerce sites in the country and tend to do well at the higher end.</p><p>A lackluster Chinese economy coming out of pandemic lockdowns has also weighed on Alibaba&#39;s results. The Chinese economy did pick up in the first quarter, and the Chinese government has indicated it will take measures to support the economy. Any rebound in the Chinese economy should be good for Alibaba, although risks remain.</p><h2 id=\"id_2781058275\">A very cheap stock</h2><p>One of the big things that sticks out with Alibaba is its valuation. Trading at just about a 9x forward P/E ratio, the stock is very cheap for a company that has grown its revenue by 9% over the past nine months and is generating a lot of cash flow.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/490f3b20b7077ebcf427882b3b1275b8\" alt=\"BABA PE Ratio (Forward) data by YCharts\" title=\"BABA PE Ratio (Forward) data by YCharts\" tg-width=\"720\" tg-height=\"470\"/><span>BABA PE Ratio (Forward) data by YCharts</span></p><p>Now, a cheap valuation is not reason enough to buy a stock, as it could be a value trap. However, Alibaba is a cheap stock of a leading Chinese company that generates a prolific amount of cash that it is using to buy back shares and invest in its business to reignite growth. While the stock does come with risks, its upside over the next several years looks intriguing given these characteristics. As such, Alibaba stock is a buy right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: Buy, Sell, or Hold?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: Buy, Sell, or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-08 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/05/05/alibaba-buy-sell-or-hold/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba stock has had a difficult five years.Co-founder Jack Ma recently praised the company's restructuring efforts.Alibaba stock is trading at a very inexpensive valuation.Alibaba Group has had a ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/05/05/alibaba-buy-sell-or-hold/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4581":"高盛持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4504":"桥水持仓","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BABA":"阿里巴巴","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4548":"巴美列捷福持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4565":"NFT概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4575":"芯片概念","BK4558":"双十一","BK4587":"ChatGPT概念","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4220":"综合零售","BK4524":"宅经济概念","09988":"阿里巴巴-W","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4538":"云计算","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4579":"人工智能","BK4526":"热门中概股","BK4588":"碎股","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4502":"阿里概念"},"source_url":"https://www.fool.com/investing/2024/05/05/alibaba-buy-sell-or-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433483887","content_text":"Alibaba stock has had a difficult five years.Co-founder Jack Ma recently praised the company's restructuring efforts.Alibaba stock is trading at a very inexpensive valuation.Alibaba Group has had a rough time recently, with the stock down nearly 60% over the past five years. However, billionaire co-founder Jack Ma recently praised the company and its restructuring efforts. Ma said that while mistakes have been made in the past, the decision to split the company into six divisions has led it to become more agile and customer-focused.Let's look at Alibaba's prospects and if the stock is currently a buy, sell, or hold.A free-cash-flow machineDespite its struggles, the one thing Alibaba has consistently been able to do is produce a tremendous amount of cash flow. For its fiscal third quarter, ended in December, it generated operating cash flow of $9.1 billion and free cash flow of $8 billion. Through its first nine months of the year, the company produced $22.4 billion in operating cash flow.Strong cash flow is important as it gives companies a lot of flexibility. They can reinvest it to reinvigorate growth in the company, or use it to make acquisitions. The cash can also be used to buy back shares.Alibaba has been aggressive on the share repurchase front, announcing a $25 billion share buyback program in conjunction with its fiscal Q3 results in February. The company quickly acted on the repurchase authorization, buying back $4.8 billion in shares in the first three months of 2024. Alibaba has now repurchased $23.3 billion in shares over the past two years.Alibaba is also looking to invest in its two core businesses, e-commerce and cloud computing, to reignite growth. For its e-commerce business, Alibaba is looking to invest in price competitiveness, service, and user experience. Improving product supply and adding more branded and direct-from-manufacturer products to its platform will be a key initiative that will include offering flexible models to suppliers so they can offer their products at the best prices.The company is also investing in the customer experience from presale to logistics. In addition, Alibaba is in the early days of testing its own internally developed large language model (LLM) for artificial intelligence (AI) to help improve its search and advertising capabilities.For its cloud computing business, Alibaba is looking to move customers away from low-margin project-based contracts toward its public cloud offering. The company is increasing investment in AI-related hardware and software and scaling out infrastructure to support AI-driven computing power demand.Image source: Getty Images.Still some risks aheadChinese companies are more limited with AI given U.S. bans on the latest GPU technology from Nvidia and others, so Alibaba may not see the same immediate benefit that U.S. cloud computing companies like Microsoft and Alphabet are seeing. At the same time, Alibaba cut cloud computing prices to lure AI developers to its data center offering. So while AI has some long-term potential, it could be a bit of a headwind in the near term.Alibaba's e-commerce business, meanwhile, has also had to invest in price given the strength of rival PDD Holdings and its popular Pinduoduo platform that has been rapidly taking share. PDD's success has led the Chinese e-commerce market to become even more competitive, although Alibaba's T-Mall and Taobao platforms are still two of the strongest e-commerce sites in the country and tend to do well at the higher end.A lackluster Chinese economy coming out of pandemic lockdowns has also weighed on Alibaba's results. The Chinese economy did pick up in the first quarter, and the Chinese government has indicated it will take measures to support the economy. Any rebound in the Chinese economy should be good for Alibaba, although risks remain.A very cheap stockOne of the big things that sticks out with Alibaba is its valuation. Trading at just about a 9x forward P/E ratio, the stock is very cheap for a company that has grown its revenue by 9% over the past nine months and is generating a lot of cash flow.BABA PE Ratio (Forward) data by YChartsNow, a cheap valuation is not reason enough to buy a stock, as it could be a value trap. However, Alibaba is a cheap stock of a leading Chinese company that generates a prolific amount of cash that it is using to buy back shares and invest in its business to reignite growth. While the stock does come with risks, its upside over the next several years looks intriguing given these characteristics. As such, Alibaba stock is a buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281206760612112,"gmtCreate":1709678569212,"gmtModify":1709678573605,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","listText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","text":"[Claw] [Claw] [Claw]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281206760612112","repostId":"2417580478","repostType":4,"repost":{"id":"2417580478","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":1709677800,"share":"https://ttm.financial/m/news/2417580478?lang=&edition=fundamental","pubTime":"2024-03-06 06:30","market":"us","language":"en","title":"CrowdStrike Shares Surge on Earnings Beat, Strong Full-Year Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2417580478","media":"Reuters","summary":"March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending","content":"<html><head></head><body><p>March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending its shares soaring in extended trade.</p><p>Shares of CrowdStrike were up 26.7% while other cybersecurity stocks also rallied after hours. SentinelOne jumped 8.5%, while Palo Alto Networks, Fortinet, and Zscale gained about 4%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e37eda6e5a0ef3bac54d149b32f2158a\" tg-width=\"397\" tg-height=\"533\"/></p><p>The fast adoption of generative AI has opened new challenges for enterprises and has led to investments in cybersecurity services, such as the ones offered by CrowdStrike, to secure their business operations against external threats.</p><p>Analysts expect CrowdStrike, which offers unified platforms such as Falcon, to benefit from improved spending trends.</p><p>The company sees adjusted profit between $3.77 and $3.97 per share for fiscal 2025, the mid-point of which is above analysts&#39; expectations of $3.75, according to LSEG data.</p><p>The Austin, Texas-based company expects annual revenue between $3.92 billion and $3.99 billion, the midpoint of which was above estimates of $3.94 billion.</p><p>It expects first-quarter revenue between $902.2 million and $905.8 million, above analysts&#39; estimates of $899.3 million.</p><p>Excluding items, it expects profit between 89 cents and 90 cents per share in the first quarter, which was also above expectations.</p><p>The company said it agreed to acquire cloud data runtime security solution, Flow Security, to expand its data protection offerings for the cloud.</p><p>Crowdstrike&#39;s revenue for the fourth-quarter ended Jan. 31 rose 32.6% to $845.3 million, beating Street expectations of $839.1 million.</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>CrowdStrike Shares Surge on Earnings Beat, Strong Full-Year Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrowdStrike Shares Surge on Earnings Beat, Strong Full-Year Guidance\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\">2024-03-06 06:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending its shares soaring in extended trade.</p><p>Shares of CrowdStrike were up 26.7% while other cybersecurity stocks also rallied after hours. SentinelOne jumped 8.5%, while Palo Alto Networks, Fortinet, and Zscale gained about 4%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e37eda6e5a0ef3bac54d149b32f2158a\" tg-width=\"397\" tg-height=\"533\"/></p><p>The fast adoption of generative AI has opened new challenges for enterprises and has led to investments in cybersecurity services, such as the ones offered by CrowdStrike, to secure their business operations against external threats.</p><p>Analysts expect CrowdStrike, which offers unified platforms such as Falcon, to benefit from improved spending trends.</p><p>The company sees adjusted profit between $3.77 and $3.97 per share for fiscal 2025, the mid-point of which is above analysts&#39; expectations of $3.75, according to LSEG data.</p><p>The Austin, Texas-based company expects annual revenue between $3.92 billion and $3.99 billion, the midpoint of which was above estimates of $3.94 billion.</p><p>It expects first-quarter revenue between $902.2 million and $905.8 million, above analysts&#39; estimates of $899.3 million.</p><p>Excluding items, it expects profit between 89 cents and 90 cents per share in the first quarter, which was also above expectations.</p><p>The company said it agreed to acquire cloud data runtime security solution, Flow Security, to expand its data protection offerings for the cloud.</p><p>Crowdstrike&#39;s revenue for the fourth-quarter ended Jan. 31 rose 32.6% to $845.3 million, beating Street expectations of $839.1 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4585":"ETF&股票定投概念","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1548497426.USD":"安联环球人工智能AT Acc","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0079474960.USD":"联博美国增长基金A","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","BK4550":"红杉资本持仓","BK4588":"碎股","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","NET":"Cloudflare, Inc.","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","CYBR":"Cyber-Ark Software","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","BK4097":"系统软件","BK4561":"索罗斯持仓","BK4581":"高盛持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4170":"电脑硬件、储存设备及电脑周边","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4539":"次新股","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","OKTA":"Okta Inc."},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417580478","content_text":"March 5 (Reuters) - CrowdStrike Holdings forecast annual results above Wall Street estimates on Tuesday, lifted by strong enterprise spending on cybersecurity to counter rising online threats, sending its shares soaring in extended trade.Shares of CrowdStrike were up 26.7% while other cybersecurity stocks also rallied after hours. SentinelOne jumped 8.5%, while Palo Alto Networks, Fortinet, and Zscale gained about 4%.The fast adoption of generative AI has opened new challenges for enterprises and has led to investments in cybersecurity services, such as the ones offered by CrowdStrike, to secure their business operations against external threats.Analysts expect CrowdStrike, which offers unified platforms such as Falcon, to benefit from improved spending trends.The company sees adjusted profit between $3.77 and $3.97 per share for fiscal 2025, the mid-point of which is above analysts' expectations of $3.75, according to LSEG data.The Austin, Texas-based company expects annual revenue between $3.92 billion and $3.99 billion, the midpoint of which was above estimates of $3.94 billion.It expects first-quarter revenue between $902.2 million and $905.8 million, above analysts' estimates of $899.3 million.Excluding items, it expects profit between 89 cents and 90 cents per share in the first quarter, which was also above expectations.The company said it agreed to acquire cloud data runtime security solution, Flow Security, to expand its data protection offerings for the cloud.Crowdstrike's revenue for the fourth-quarter ended Jan. 31 rose 32.6% to $845.3 million, beating Street expectations of $839.1 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280474203967568,"gmtCreate":1709504684838,"gmtModify":1709504688679,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"Good read!","listText":"Good read!","text":"Good read!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280474203967568","repostId":"2416949558","repostType":4,"repost":{"id":"2416949558","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1709444409,"share":"https://ttm.financial/m/news/2416949558?lang=&edition=fundamental","pubTime":"2024-03-03 13:40","market":"fut","language":"en","title":"How to Invest in a Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2416949558","media":"Dow Jones","summary":"Exuberance is back in markets. A frenzy over artificial-intelligence technology has stoked a monster run in Nvidia shares. Major stocks indexes are clinching repeated records. And even bitcoin is threatening to set a new high.In times like these, financial advisers caution clients not to let a fear of missing out drive their decision-making. They encourage them to diversify their holdings and stick with dollar-cost averaging -- investing a fixed amount of money at regular intervals -- because attempts to predict a market top or bottom rarely pay off.Nonetheless, stock-market records often happen in clusters, they say, and this rally appears to be missing some of the classic ingredients of a stock-market bubble. That might suggest the market has more room to run.With euphoria running high, we talked to four everyday investors about how they are adjusting their playbooks.Bets that the economy has staved off a recession and the Fed will soon pivot to cutting rates are fueling the euphoria","content":"<html><head></head><body><p>Exuberance is back in markets. A frenzy over artificial-intelligence technology has stoked a monster run in Nvidia shares. Major stocks indexes are clinching repeated records. And even bitcoin is threatening to set a new high.</p><p>In times like these, financial advisers caution clients not to let a fear of missing out drive their decision-making. They encourage them to diversify their holdings and stick with dollar-cost averaging -- investing a fixed amount of money at regular intervals -- because attempts to predict a market top or bottom rarely pay off.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16d34ca3bfc0b336ee7b6dcb0045e054\" tg-width=\"475\" tg-height=\"726\"/></p><p>Nonetheless, stock-market records often happen in clusters, they say, and this rally appears to be missing some of the classic ingredients of a stock-market bubble. That might suggest the market has more room to run.</p><p>With euphoria running high, we talked to four everyday investors about how they are adjusting their playbooks.</p><h2 id=\"id_471894648\">Sitting in cash is tempting but could be costly</h2><p>Jordan Buchanan, a 35-year-old Navy officer stationed in Virginia Beach, Va., opted not to renew his certificate of deposit when it matured in January, even though he could have gotten a 5% yield. Instead, he plopped $10,000 into Nvidia, Super Micro Computer, Amazon.com and Microsoft, among other stocks.</p><p>His portfolio is up 17% this year, outpacing the tech-heavy Nasdaq Composite&#39;s 8.4% advance.</p><p>Buchanan says he expects growth stocks will jump even higher once the Federal Reserve begins cutting interest rates, whereas cash will likely start to lose its appeal. Technology and other growth stocks are particularly sensitive to changes in interest rates because they are often valued based on expectations of growth far into the future.</p><p>&#34;At the time I felt safe, but after seeing that things were working out a lot better in stocks, I just decided to dump it in there,&#34; Buchanan says. &#34;While it has been good so far this year, I don&#39;t think we&#39;ve really ignited the fire that&#39;s gonna take place once they start dropping interest rates.&#34;</p><p>Stocks have historically outpaced other assets over time. The S&amp;P 500 has returned more than 10% annually, including dividends, according to data from Ned Davis Research going back 100 years. In comparison, corporate bonds and Treasurys have advanced 5.5% and 5.1%, respectively, and gold has added 4.7%.</p><p>Buchanan&#39;s optimism is shared by others. Charles Schwab says bullishness among everyday investors is at the highest level since its quarterly survey launched in 2021. More than half of respondents say they are bullish on the U.S. stock market, up from 32% in the fourth quarter of last year.</p><p>Bets that the economy has staved off a recession and the Fed will soon pivot to cutting rates are fueling the euphoria. The S&amp;P 500 has climbed 7.7% to start 2024 and has notched 15 closing records in the process. Nvidia shares have led the way, up 66% after more than tripling last year.</p><p>Yet neither looks particularly expensive. Nvidia trades at 31 times its expected earnings over the next 12 months, according to FactSet. Its two-year average is 38 times. The S&amp;P 500&#39;s multiple is about 21, below its recent peak of 24 hit in September 2020.</p><h2 id=\"id_462788301\">Don&#39;t be too greedy</h2><p>Zachary Esters, a 33-year-old recording artist and reality-TV cameraman in Nashville, Tenn., says he put about one-fifth of his portfolio into stocks he considers undervalued when the latest leg of the rally began in October.</p><p>Among his recent stock purchases were Arbor Realty Trust and Barrick Gold. The real-estate lender&#39;s shares have fallen 15% this year and offer a 13% dividend yield, while the gold miner&#39;s stock has dropped 15% and carries a 2.7% yield.</p><p>&#34;To be completely 100% risk-on in every portfolio is a bad mistake for any investor because that&#39;s the same thing as saying that &#39;I am willing to lose everything&#39; and that is a greedy perspective,&#34; Esters says.</p><p>Esters also owns shares of Alphabet, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and the SPDR S&amp;P 500 ETF but says he expects to buy more value stocks over the next year. Value stocks are typically considered those that trade at a low multiple of their book value, or net worth. They often include shares of banks, oil companies and industrial conglomerates.</p><p>Although Nvidia and Tesla top the list of the most popular stocks among individual investors, there are signs that some are looking beyond the &#34;Magnificent Seven&#34; group of big tech stocks.</p><p>The share of Magnificent Seven purchases as a percentage of total retail inflows has declined to 28% recently, from nearly 45% early last year, VandaTrack data show.</p><h2 id=\"id_1093106316\">But don&#39;t be afraid to have fun</h2><p>Richard Stofan, a 33-year-old full-time day trader in Channahon, Ill., says he is beginning to dabble in more speculative stocks.</p><p>This year, he has reallocated about one-third of his tech-stock portfolio -- which includes the SPDR S&amp;P 500 ETF, Nvidia, Amazon.com, Apple and Alphabet.</p><p>He bought shares of the small-cap-focused <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Russell 2000 exchange-traded fund, SPDR S&amp;P Biotech ETF, Cathie Wood&#39;s <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, along with Arm Holdings, Palantir, Super Micro Computer and Fortinet.</p><p>Near-record prices for bitcoin emboldened him to add to his crypto exposure as well, and he has scooped up shares of crypto miners Riot Platforms, CleanSpark and Marathon Digital Holdings. Bitcoin prices are hovering near $62,000, a level not seen in more than two years.</p><p>He isn&#39;t the only one crowding into hot stocks. The top 20 most traded securities by everyday investors have been concentrated recently in crypto and semiconductor stocks, along with broad-market ETFs and Magnificent Seven stocks, VandaTrack data show.</p><p>Speculative stocks typically outperform when rates are low and investors are hungry for yield. If the Fed delays cutting rates or doesn&#39;t reduce them as aggressively as investors hope, the highflying shares might hit a roadblock. Stofan says he isn&#39;t too concerned and would use that opportunity to buy the dip and scoop up more shares.</p><p>&#34;They&#39;re kind of like lottery tickets,&#34; Stofan says. &#34;If we were in a bear market, there&#39;s no chance I&#39;d be adding to my speculative position.&#34;</p><h2 id=\"id_300821145\">Protect your capital</h2><p>Chase Speegle, a 38-year-old full-time day trader in Littleton, Colo., invested in AMC Entertainment Holdings during the meme-stock mania. His gains in June 2021 totaled over $100,000, but he lost it all in a month.</p><p>This time around, he has learned to cut his losses quickly to preserve gains. When he is in a winning trade, he tries to add to that position so he can capture the maximum potential. Of course, being in a bull market has made it easier as well.</p><p>&#34;Before, we weren&#39;t quite in a bull market until a couple months ago,&#34; says Speegle, whose portfolio is up 3% this year. &#34;We were getting just a lot of choppy market movements, where you would get wiped out if you weren&#39;t proactive. It&#39;s been a lot easier to just follow the bullish trends.&#34;</p><p>Speegle expects stocks to keep hitting new highs. History suggests that might be possible: Since 1957, the S&amp;P 500 has hit about 1,200 record highs, but almost all of those new highs took place during three major clusters, Carson Investment Research data show.</p><p>&#34;Everybody loves the upside, everybody hates the downside, but you can&#39;t avoid one without the other,&#34; says Ayako Yoshioka, senior portfolio manager at Wealth Enhancement Group. &#34;It&#39;s really about the kind of roller-coaster ride you&#39;re willing to take. How smooth do you want the ride to be?&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How to Invest in a Bull 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\">\nHow to Invest in a Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-03-03 13:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Exuberance is back in markets. A frenzy over artificial-intelligence technology has stoked a monster run in Nvidia shares. Major stocks indexes are clinching repeated records. And even bitcoin is threatening to set a new high.</p><p>In times like these, financial advisers caution clients not to let a fear of missing out drive their decision-making. They encourage them to diversify their holdings and stick with dollar-cost averaging -- investing a fixed amount of money at regular intervals -- because attempts to predict a market top or bottom rarely pay off.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16d34ca3bfc0b336ee7b6dcb0045e054\" tg-width=\"475\" tg-height=\"726\"/></p><p>Nonetheless, stock-market records often happen in clusters, they say, and this rally appears to be missing some of the classic ingredients of a stock-market bubble. That might suggest the market has more room to run.</p><p>With euphoria running high, we talked to four everyday investors about how they are adjusting their playbooks.</p><h2 id=\"id_471894648\">Sitting in cash is tempting but could be costly</h2><p>Jordan Buchanan, a 35-year-old Navy officer stationed in Virginia Beach, Va., opted not to renew his certificate of deposit when it matured in January, even though he could have gotten a 5% yield. Instead, he plopped $10,000 into Nvidia, Super Micro Computer, Amazon.com and Microsoft, among other stocks.</p><p>His portfolio is up 17% this year, outpacing the tech-heavy Nasdaq Composite&#39;s 8.4% advance.</p><p>Buchanan says he expects growth stocks will jump even higher once the Federal Reserve begins cutting interest rates, whereas cash will likely start to lose its appeal. Technology and other growth stocks are particularly sensitive to changes in interest rates because they are often valued based on expectations of growth far into the future.</p><p>&#34;At the time I felt safe, but after seeing that things were working out a lot better in stocks, I just decided to dump it in there,&#34; Buchanan says. &#34;While it has been good so far this year, I don&#39;t think we&#39;ve really ignited the fire that&#39;s gonna take place once they start dropping interest rates.&#34;</p><p>Stocks have historically outpaced other assets over time. The S&amp;P 500 has returned more than 10% annually, including dividends, according to data from Ned Davis Research going back 100 years. In comparison, corporate bonds and Treasurys have advanced 5.5% and 5.1%, respectively, and gold has added 4.7%.</p><p>Buchanan&#39;s optimism is shared by others. Charles Schwab says bullishness among everyday investors is at the highest level since its quarterly survey launched in 2021. More than half of respondents say they are bullish on the U.S. stock market, up from 32% in the fourth quarter of last year.</p><p>Bets that the economy has staved off a recession and the Fed will soon pivot to cutting rates are fueling the euphoria. The S&amp;P 500 has climbed 7.7% to start 2024 and has notched 15 closing records in the process. Nvidia shares have led the way, up 66% after more than tripling last year.</p><p>Yet neither looks particularly expensive. Nvidia trades at 31 times its expected earnings over the next 12 months, according to FactSet. Its two-year average is 38 times. The S&amp;P 500&#39;s multiple is about 21, below its recent peak of 24 hit in September 2020.</p><h2 id=\"id_462788301\">Don&#39;t be too greedy</h2><p>Zachary Esters, a 33-year-old recording artist and reality-TV cameraman in Nashville, Tenn., says he put about one-fifth of his portfolio into stocks he considers undervalued when the latest leg of the rally began in October.</p><p>Among his recent stock purchases were Arbor Realty Trust and Barrick Gold. The real-estate lender&#39;s shares have fallen 15% this year and offer a 13% dividend yield, while the gold miner&#39;s stock has dropped 15% and carries a 2.7% yield.</p><p>&#34;To be completely 100% risk-on in every portfolio is a bad mistake for any investor because that&#39;s the same thing as saying that &#39;I am willing to lose everything&#39; and that is a greedy perspective,&#34; Esters says.</p><p>Esters also owns shares of Alphabet, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and the SPDR S&amp;P 500 ETF but says he expects to buy more value stocks over the next year. Value stocks are typically considered those that trade at a low multiple of their book value, or net worth. They often include shares of banks, oil companies and industrial conglomerates.</p><p>Although Nvidia and Tesla top the list of the most popular stocks among individual investors, there are signs that some are looking beyond the &#34;Magnificent Seven&#34; group of big tech stocks.</p><p>The share of Magnificent Seven purchases as a percentage of total retail inflows has declined to 28% recently, from nearly 45% early last year, VandaTrack data show.</p><h2 id=\"id_1093106316\">But don&#39;t be afraid to have fun</h2><p>Richard Stofan, a 33-year-old full-time day trader in Channahon, Ill., says he is beginning to dabble in more speculative stocks.</p><p>This year, he has reallocated about one-third of his tech-stock portfolio -- which includes the SPDR S&amp;P 500 ETF, Nvidia, Amazon.com, Apple and Alphabet.</p><p>He bought shares of the small-cap-focused <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Russell 2000 exchange-traded fund, SPDR S&amp;P Biotech ETF, Cathie Wood&#39;s <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, along with Arm Holdings, Palantir, Super Micro Computer and Fortinet.</p><p>Near-record prices for bitcoin emboldened him to add to his crypto exposure as well, and he has scooped up shares of crypto miners Riot Platforms, CleanSpark and Marathon Digital Holdings. Bitcoin prices are hovering near $62,000, a level not seen in more than two years.</p><p>He isn&#39;t the only one crowding into hot stocks. The top 20 most traded securities by everyday investors have been concentrated recently in crypto and semiconductor stocks, along with broad-market ETFs and Magnificent Seven stocks, VandaTrack data show.</p><p>Speculative stocks typically outperform when rates are low and investors are hungry for yield. If the Fed delays cutting rates or doesn&#39;t reduce them as aggressively as investors hope, the highflying shares might hit a roadblock. Stofan says he isn&#39;t too concerned and would use that opportunity to buy the dip and scoop up more shares.</p><p>&#34;They&#39;re kind of like lottery tickets,&#34; Stofan says. &#34;If we were in a bear market, there&#39;s no chance I&#39;d be adding to my speculative position.&#34;</p><h2 id=\"id_300821145\">Protect your capital</h2><p>Chase Speegle, a 38-year-old full-time day trader in Littleton, Colo., invested in AMC Entertainment Holdings during the meme-stock mania. His gains in June 2021 totaled over $100,000, but he lost it all in a month.</p><p>This time around, he has learned to cut his losses quickly to preserve gains. When he is in a winning trade, he tries to add to that position so he can capture the maximum potential. Of course, being in a bull market has made it easier as well.</p><p>&#34;Before, we weren&#39;t quite in a bull market until a couple months ago,&#34; says Speegle, whose portfolio is up 3% this year. &#34;We were getting just a lot of choppy market movements, where you would get wiped out if you weren&#39;t proactive. It&#39;s been a lot easier to just follow the bullish trends.&#34;</p><p>Speegle expects stocks to keep hitting new highs. History suggests that might be possible: Since 1957, the S&amp;P 500 has hit about 1,200 record highs, but almost all of those new highs took place during three major clusters, Carson Investment Research data show.</p><p>&#34;Everybody loves the upside, everybody hates the downside, but you can&#39;t avoid one without the other,&#34; says Ayako Yoshioka, senior portfolio manager at Wealth Enhancement Group. &#34;It&#39;s really about the kind of roller-coaster ride you&#39;re willing to take. How smooth do you want the ride to be?&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","BK4561":"索罗斯持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC",".SPX":"S&P 500 Index","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","LU0444971666.USD":"天利全球科技基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD",".DJI":"道琼斯","LU0786609619.USD":"高盛全球千禧一代股票组合Acc",".IXIC":"NASDAQ Composite"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416949558","content_text":"Exuberance is back in markets. A frenzy over artificial-intelligence technology has stoked a monster run in Nvidia shares. Major stocks indexes are clinching repeated records. And even bitcoin is threatening to set a new high.In times like these, financial advisers caution clients not to let a fear of missing out drive their decision-making. They encourage them to diversify their holdings and stick with dollar-cost averaging -- investing a fixed amount of money at regular intervals -- because attempts to predict a market top or bottom rarely pay off.Nonetheless, stock-market records often happen in clusters, they say, and this rally appears to be missing some of the classic ingredients of a stock-market bubble. That might suggest the market has more room to run.With euphoria running high, we talked to four everyday investors about how they are adjusting their playbooks.Sitting in cash is tempting but could be costlyJordan Buchanan, a 35-year-old Navy officer stationed in Virginia Beach, Va., opted not to renew his certificate of deposit when it matured in January, even though he could have gotten a 5% yield. Instead, he plopped $10,000 into Nvidia, Super Micro Computer, Amazon.com and Microsoft, among other stocks.His portfolio is up 17% this year, outpacing the tech-heavy Nasdaq Composite's 8.4% advance.Buchanan says he expects growth stocks will jump even higher once the Federal Reserve begins cutting interest rates, whereas cash will likely start to lose its appeal. Technology and other growth stocks are particularly sensitive to changes in interest rates because they are often valued based on expectations of growth far into the future.\"At the time I felt safe, but after seeing that things were working out a lot better in stocks, I just decided to dump it in there,\" Buchanan says. \"While it has been good so far this year, I don't think we've really ignited the fire that's gonna take place once they start dropping interest rates.\"Stocks have historically outpaced other assets over time. The S&P 500 has returned more than 10% annually, including dividends, according to data from Ned Davis Research going back 100 years. In comparison, corporate bonds and Treasurys have advanced 5.5% and 5.1%, respectively, and gold has added 4.7%.Buchanan's optimism is shared by others. Charles Schwab says bullishness among everyday investors is at the highest level since its quarterly survey launched in 2021. More than half of respondents say they are bullish on the U.S. stock market, up from 32% in the fourth quarter of last year.Bets that the economy has staved off a recession and the Fed will soon pivot to cutting rates are fueling the euphoria. The S&P 500 has climbed 7.7% to start 2024 and has notched 15 closing records in the process. Nvidia shares have led the way, up 66% after more than tripling last year.Yet neither looks particularly expensive. Nvidia trades at 31 times its expected earnings over the next 12 months, according to FactSet. Its two-year average is 38 times. The S&P 500's multiple is about 21, below its recent peak of 24 hit in September 2020.Don't be too greedyZachary Esters, a 33-year-old recording artist and reality-TV cameraman in Nashville, Tenn., says he put about one-fifth of his portfolio into stocks he considers undervalued when the latest leg of the rally began in October.Among his recent stock purchases were Arbor Realty Trust and Barrick Gold. The real-estate lender's shares have fallen 15% this year and offer a 13% dividend yield, while the gold miner's stock has dropped 15% and carries a 2.7% yield.\"To be completely 100% risk-on in every portfolio is a bad mistake for any investor because that's the same thing as saying that 'I am willing to lose everything' and that is a greedy perspective,\" Esters says.Esters also owns shares of Alphabet, Adobe and the SPDR S&P 500 ETF but says he expects to buy more value stocks over the next year. Value stocks are typically considered those that trade at a low multiple of their book value, or net worth. They often include shares of banks, oil companies and industrial conglomerates.Although Nvidia and Tesla top the list of the most popular stocks among individual investors, there are signs that some are looking beyond the \"Magnificent Seven\" group of big tech stocks.The share of Magnificent Seven purchases as a percentage of total retail inflows has declined to 28% recently, from nearly 45% early last year, VandaTrack data show.But don't be afraid to have funRichard Stofan, a 33-year-old full-time day trader in Channahon, Ill., says he is beginning to dabble in more speculative stocks.This year, he has reallocated about one-third of his tech-stock portfolio -- which includes the SPDR S&P 500 ETF, Nvidia, Amazon.com, Apple and Alphabet.He bought shares of the small-cap-focused iShares Russell 2000 exchange-traded fund, SPDR S&P Biotech ETF, Cathie Wood's ARK Innovation ETF, along with Arm Holdings, Palantir, Super Micro Computer and Fortinet.Near-record prices for bitcoin emboldened him to add to his crypto exposure as well, and he has scooped up shares of crypto miners Riot Platforms, CleanSpark and Marathon Digital Holdings. Bitcoin prices are hovering near $62,000, a level not seen in more than two years.He isn't the only one crowding into hot stocks. The top 20 most traded securities by everyday investors have been concentrated recently in crypto and semiconductor stocks, along with broad-market ETFs and Magnificent Seven stocks, VandaTrack data show.Speculative stocks typically outperform when rates are low and investors are hungry for yield. If the Fed delays cutting rates or doesn't reduce them as aggressively as investors hope, the highflying shares might hit a roadblock. Stofan says he isn't too concerned and would use that opportunity to buy the dip and scoop up more shares.\"They're kind of like lottery tickets,\" Stofan says. \"If we were in a bear market, there's no chance I'd be adding to my speculative position.\"Protect your capitalChase Speegle, a 38-year-old full-time day trader in Littleton, Colo., invested in AMC Entertainment Holdings during the meme-stock mania. His gains in June 2021 totaled over $100,000, but he lost it all in a month.This time around, he has learned to cut his losses quickly to preserve gains. When he is in a winning trade, he tries to add to that position so he can capture the maximum potential. Of course, being in a bull market has made it easier as well.\"Before, we weren't quite in a bull market until a couple months ago,\" says Speegle, whose portfolio is up 3% this year. \"We were getting just a lot of choppy market movements, where you would get wiped out if you weren't proactive. It's been a lot easier to just follow the bullish trends.\"Speegle expects stocks to keep hitting new highs. History suggests that might be possible: Since 1957, the S&P 500 has hit about 1,200 record highs, but almost all of those new highs took place during three major clusters, Carson Investment Research data show.\"Everybody loves the upside, everybody hates the downside, but you can't avoid one without the other,\" says Ayako Yoshioka, senior portfolio manager at Wealth Enhancement Group. \"It's really about the kind of roller-coaster ride you're willing to take. How smooth do you want the ride to be?\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276669549056224,"gmtCreate":1708576463246,"gmtModify":1708576468386,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"Good read 🙏","listText":"Good read 🙏","text":"Good read 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276669549056224","repostId":"2413286559","repostType":4,"repost":{"id":"2413286559","pubTimestamp":1708574400,"share":"https://ttm.financial/m/news/2413286559?lang=&edition=fundamental","pubTime":"2024-02-22 12:00","market":"us","language":"en","title":"Nvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2413286559","media":"Seeking Alpha","summary":"After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand for its AI GPU chips, Nvidia's Data Center business quintupled y/y to $18.4B!Further, management issued strong guidance for Q1 FY2025.During Q4, Nvidia's non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.While Nvidia's business is going from streng","content":"<html><head></head><body><ul style=\"\"><li><p>After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week&#39;s pre-ER losses.</p></li><li><p>Powered by insatiable demand for its AI GPU chips, Nvidia&#39;s Data Center business quintupled y/y to $18.4B! Further, management issued strong guidance for Q1 FY2025.</p></li><li><p>During Q4, Nvidia&#39;s non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.</p></li><li><p>While Nvidia&#39;s business is going from strength to strength in the era of AI, the stock has experienced a vertical move-up in recent weeks.</p></li><li><p>With Nvidia Corporation shares sitting at $736 in after-hours, is it a buy, sell, or hold? Read on to find out!</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2c6bf32b2eb3fc7f9938bea898d0f58\" alt=\"Bloomberg/Bloomberg via Getty Images\" title=\"Bloomberg/Bloomberg via Getty Images\" tg-width=\"594\" tg-height=\"396\"/><span>Bloomberg/Bloomberg via Getty Images</span></p><h2 id=\"id_3796557788\">Brief Review Of Nvidia&#39;s Q4 2023 Report</h2><p>Going into its Q3 FY2024 earnings report, <strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) was projected to deliver revenues and Normalized EPS of $20.55B [up +239% y/y, estimate range: $19.96B to $23.11B] and $464 [up +427% y/y, estimate range: $4.33 to $5.44], respectively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bf863da3d94fd01582724c2bf7a8c74\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"217\"/><span>Seeking Alpha</span></p><p>For Q4 FY2024, Nvidia soared beyond top and bottom lines expectations, with revenues and non-GAAP EPS coming in at $22.1B [up +265% y/y] (vs. est. $20.6B) and $5.16 [up +486% y/y] (vs. est. $4.64), respectively. As with previous quarters, the top line outperformance at Nvidia was driven primarily by its Data Center segment, which is currently experiencing insatiable generative AI-induced demand for NVDA&#39;s AI GPU chips:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfa18c4e5f092fb2b2fc4d213f457bc5\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"654\"/><span>Nvidia Investor Relations</span></p><p>In Q4 FY2024, Nvidia&#39;s Data Center revenue reached yet another record high - growing to $18.4B (+409% y/y and +27% q/q) [vs. est. of $17B] as large cloud infrastructure providers (primary customers), tech startups, and enterprise customers race to implement generative AI and large language models [LLMs] across their businesses, causing sort of a gold rush for NVDA&#39;s AI GPUs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62d24a82e1390d2380c3058e52131060\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"510\"/><span>Nvidia Investor Relations</span></p><p>Here&#39;s what Jensen Huang, Nvidia&#39;s CEO, had to say in the Q4 &#39;23 release:</p><blockquote><p><em>Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations.. Our Data Center platform is powered by increasingly diverse drivers — demand for data processing, training and inference from large cloud-service providers and GPU-specialized ones, as well as from enterprise software and consumer internet companies. Vertical industries — led by auto, financial services and healthcare — are now at a multibillion-dollar level.</em></p><p><em>NVIDIA RTX, introduced less than six years ago, is now a massive PC platform for generative AI, enjoyed by 100 million gamers and creators. The year ahead will bring major new product cycles with exceptional innovations to help propel our industry forward. Come join us at next month’s GTC, where we and our rich ecosystem will reveal the exciting future ahead</em></p></blockquote><p>With cloud hyperscalers - Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL) - guiding for an acceleration in AI Capex spending in their quarterly reports last month, I don&#39;t think Nvidia&#39;s strong performance in data center is all that surprising.</p><p>With $18.4B of its $22.1B quarterly revenue coming from the data center business, Nvidia is primarily a data-centric business. In my view, Gaming, Professional Visualization and Auto segments are no longer needle movers. That said, I am happy to see strong growth with these segments, too.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bb054f79be3418cd00b3543f2361185\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"293\"/><span>Nvidia Investor Relations</span></p><p>In Q4, Nvidia&#39;s Professional Visualization and Auto business segments showed positive sequential q/q growth, and while Gaming revenues were flat q/q, they were up +56% y/y. From a growth standpoint, Nvidia is firing on all cylinders!</p><p>On the margin front, Nvidia&#39;s non-GAAP gross margin expanded to 76.7%, up 200 bps over Q3 FY2024 and up 1,270 bps over Q4 FY2023. With its vast first-mover advantage in AI, Nvidia&#39;s hardware + CUDA software ecosystem is enabling tremendous pricing power. This is, in effect, driving a massive AI windfall with the ongoing margin expansion powering Nvidia&#39;s quarterly free cash flow generation higher in combination with explosive top line growth.</p><p>In Q4 FY2024, Nvidia&#39;s quarterly free cash flow jumped to +$11.2B in Q4 2023 (up from $1.7B a year ago). Despite Nvidia returning $2.8B to shareholders via buybacks ($2.7B) and dividends ($99M) during Q4, the semiconductor giant&#39;s fortress-like balance sheet keeps getting stronger, with cash and short-term investments position rising to $26B.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e3ba71907527b76c3355a12b8606d2e\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"511\"/><span>Nvidia Investor Relations</span></p><p>While Nvidia&#39;s balance sheet is robust, I would personally like NVDA to raise some capital at current valuation to bolster its cash position and bring it in line with a level that resembles other $1.8T companies. The semiconductor industry is cyclical by nature, and I want Nvidia to have a massive cash hoard that can allow the company to keep growing through an industry downturn.</p><p>For Q1 FY2025, Nvidia&#39;s management is guiding for revenues of $24B (vs. street estimates of $22B), which means the astronomical growth will continue next quarter. That said, Nvidia margin expansion is set for a slowdown, with non-GAAP operating margins for Q1 projected to rise to 77% (+30 bps q/q).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4f64db33b95e873e4f4b8829425180f\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"242\"/><span>Nvidia Investor Relations</span></p><p>Despite a significant decline in data center revenues from China, demand in other geographies more than made up for the loss of revenue in Q4. The guidance for Q1 FY2025 indicates that this will be the case in the near term. That said, doubts about the sustainability of this AI chip demand spike (and subsequent supply crunch) are likely to persist in the upcoming weeks, months, and quarters.</p><p>At the World Government Summit in Dubai, Jensen Huang recently upped his data center opportunity from $1T to $2T:</p><blockquote><p><em>There&#39;s about $1T worth of installed base of data centers around the world. And over the course of the next four or five years, we&#39;ll have $2T worth of data centers that will be powering software around the world, and all of it&#39;s going to be accelerated.</em></p></blockquote><p>In my view, the long-term opportunity for Nvidia is massive [TAM: &gt;$300B]. Given CUDA&#39;s dominance, Nvidia is likely to keep enjoying the lion&#39;s share of the data center market for years to come. According to consensus street estimates, Nvidia is projected to grow sales at a 21% CAGR from 2023-28.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c78c605a6652b72eac7558c1e7da3f79\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"253\"/><span>Seeking Alpha</span></p><p>With nearly all of its major customers (cloud hyper scalers, i.e., Microsoft, Amazon, and Google) developing in-house custom AI chips, doubts regarding the sustainability of Nvidia growth and margins are likely to linger on for a while to come. Today, Nvidia is miles ahead of the competition and the only obviously clear beneficiary of the breakthroughs in generative AI. While revenue growth visibility is still low, I am upgrading the revenue base in my model to $100B (FY2025E) and assuming above consensus top-line growth of 20% CAGR from 2024-2029. Let&#39;s see if NVDA stock is a buy, sell, or hold at $721 per share (+7% in after-hours):</p><h2 id=\"id_587030274\">Nvidia&#39;s Fair Value And Expected Returns</h2><p>In light of yet another blowout quarter and positive management commentary for FY2025, I think Nvidia Corporation could now clock $100B (up from $80-90B est.) in revenue over the next twelve months. Given the seismic jump in near-term sales growth, we will be building the model based on a forward revenue estimate and then discounting the fair value output from the model to get a current fair value estimate. Unlike crypto, I believe AI is the real deal, which is why I think a 20-30% CAGR growth for Nvidia (beyond 2024) is plausible (aggressive but certainly plausible).</p><p>Given Nvidia&#39;s incredible pricing power and looming shift to a high-margin software business, I believe that steady-state free cash flow (&#34;FCF&#34;) margins for NVDA could be as high as 40-50%. All other assumptions are relatively straightforward. Please let me know if you have any questions via the comments section.</p><p><strong>Here&#39;s my updated valuation model for Nvidia:</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b183591ca0c1f2075b2e082373c32257\" alt=\"TQI Valuation Model (TQIG.org)\" title=\"TQI Valuation Model (TQIG.org)\" tg-width=\"640\" tg-height=\"575\"/><span>TQI Valuation Model (TQIG.org)</span></p><p>Applying a 15% discount to this 2025 fair value estimate, we get a current fair value estimate of ~$522.5 per share for NVDA stock. With Nvidia stock trading at ~$721 per share (at the time of writing), I think NVDA&#39;s stock price is well ahead of its skis at this moment in time.</p><p>Last quarter, my fair value estimate was at $444 at a time when the stock was at $495, and we did start a small tracker position in TQI&#39;s GARP portfolio. However, the stock has virtually gone up vertically in the last three months, and I don&#39;t see a margin of safety for Nvidia Corporation here due to somewhat generous assumptions for long-term margins and sales growth.</p><p>Assuming a base case exit multiple of 25x P/FCF, I can see Nvidia rising to $1,326 per share by 2029. This price target translates to a 6-year expected CAGR return of 10.68% from current levels.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a122caf3a082986b897a878a006b26c5\" alt=\"TQI Valuation Model (TQIG.org)\" title=\"TQI Valuation Model (TQIG.org)\" tg-width=\"640\" tg-height=\"321\"/><span>TQI Valuation Model (TQIG.org)</span></p><p>Despite using generous assumptions for future growth and margins, NVDA&#39;s expected CAGR returns fall short of my investment hurdle rate of 15%. Hence, I am still not a buyer here. Now, if you&#39;re willing to accept lower returns for owning a high-quality company like Nvidia, be my guest and buy here.</p><p><strong>Please note:</strong> Nvidia is clearly winning big in the era of Gen AI; however, this initial-stage demand growth jump could yet prove to be temporary in nature. Yes, Nvidia is trading at just ~30-35x forward P/E, but margins could be peaking here, too (at least for the short term). With all of its major customers building AI chips in-house (potential risk to revenues and margins), I see a genuine lack of a margin of safety here.</p><h2 id=\"id_1105598722\">Concluding Thoughts: Is NVDA Stock A Buy, Sell, Or Hold After Q2 Earnings?</h2><p>From a fundamental standpoint, Nvidia&#39;s business is firing on all cylinders, with astronomical growth stemming from GenAI-induced demand for its AI GPUs. In my view, Nvidia Corporation remains the most obvious &#34;picks and shovels&#34; play in the AI gold rush. That said, a lot of future success is already baked into Nvidia&#39;s current stock price, and the long-term risk/reward doesn&#39;t justify allocation of fresh capital right now.</p><p>Technically, Nvidia&#39;s stock is firmly in the overbought territory (RSI &gt;70). While I understand that stocks can stay overbought for long periods of time, and that momentum can carry NVDA to unimaginable levels, the divergence between price and momentum indicators (RSI and MACD) is concerning.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5f806f70925bf897f45e2a045ea9061\" tg-width=\"640\" tg-height=\"534\"/></p><p>Given Nvidia&#39;s robust financial performance and management&#39;s optimistic outlook, I don&#39;t think investors (institutional or retail) are going to be in any hurry to race toward the exit doors here. However, vertical moves like the one we see in NVDA tend to get retraced, but only time will reveal the truth here.</p><p>Now, I have sounded like a broken record, but I have to say this again -</p><blockquote><p><em>Nvidia Corporation is a great company with market-leading products and arguably the best CEO in the semiconductor industry. However, the price we&#39;re being asked to pay for Nvidia is too steep, in my opinion. In a zero-interest rate world, investors can afford to be valuation agnostic; however, we are no longer operating in such an environment, with the FED still pulling liquidity out of financial markets and a bank credit tightening cycle in effect after multiple bank failures.</em></p><p><em>Despite running the risk of missing out on further gains in NVDA stock, I choose to remain on the sidelines here. FYI, I have been wrong about NVDA stock in the past, and I could be wrong again. While Nvidia is performing exceptionally right now, the current price tag leaves little to no margin of safety for a long-term investor.</em></p><p>Source: &#34;Nvidia Q3 Review: I Was Wrong, But I&#39;m Staying On The Sidelines.&#34;</p></blockquote><p>With persistent doubts over sustainability of Nvidia&#39;s revenue growth and margins (pricing power) heading into a potential economic downturn (hard landing), I cannot justify allocating capital to Nvidia here. Due to unfavorable risk/reward and sheer lack of a margin of safety, I am going to stick to the sidelines on Nvidia Corporation stock so close to its all-time highs.</p><p><strong>Key Takeaway:</strong> I continue to rate Nvidia Corporation stock &#34;Neutral/Hold&#34; at $721 per share.</p><p>Thanks for reading, and happy investing! Please share your thoughts, questions, or concerns in the comments section below.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-22 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand ...</p>\n\n<a href=\"https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0171293334.USD":"贝莱德英国基金A2","LU0109392836.USD":"富兰克林科技股A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4585":"ETF&股票定投概念","BK4576":"AR","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4587":"ChatGPT概念","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4577":"网络游戏","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","NVDA":"英伟达","LU0557290698.USD":"施罗德环球可持续增长基金","BK4122":"互联网与直销零售","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0079474960.USD":"联博美国增长基金A","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD"},"source_url":"https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2413286559","content_text":"After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand for its AI GPU chips, Nvidia's Data Center business quintupled y/y to $18.4B! Further, management issued strong guidance for Q1 FY2025.During Q4, Nvidia's non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.While Nvidia's business is going from strength to strength in the era of AI, the stock has experienced a vertical move-up in recent weeks.With Nvidia Corporation shares sitting at $736 in after-hours, is it a buy, sell, or hold? Read on to find out!Bloomberg/Bloomberg via Getty ImagesBrief Review Of Nvidia's Q4 2023 ReportGoing into its Q3 FY2024 earnings report, NVIDIA Corporation (NASDAQ:NVDA) was projected to deliver revenues and Normalized EPS of $20.55B [up +239% y/y, estimate range: $19.96B to $23.11B] and $464 [up +427% y/y, estimate range: $4.33 to $5.44], respectively.Seeking AlphaFor Q4 FY2024, Nvidia soared beyond top and bottom lines expectations, with revenues and non-GAAP EPS coming in at $22.1B [up +265% y/y] (vs. est. $20.6B) and $5.16 [up +486% y/y] (vs. est. $4.64), respectively. As with previous quarters, the top line outperformance at Nvidia was driven primarily by its Data Center segment, which is currently experiencing insatiable generative AI-induced demand for NVDA's AI GPU chips:Nvidia Investor RelationsIn Q4 FY2024, Nvidia's Data Center revenue reached yet another record high - growing to $18.4B (+409% y/y and +27% q/q) [vs. est. of $17B] as large cloud infrastructure providers (primary customers), tech startups, and enterprise customers race to implement generative AI and large language models [LLMs] across their businesses, causing sort of a gold rush for NVDA's AI GPUs.Nvidia Investor RelationsHere's what Jensen Huang, Nvidia's CEO, had to say in the Q4 '23 release:Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations.. Our Data Center platform is powered by increasingly diverse drivers — demand for data processing, training and inference from large cloud-service providers and GPU-specialized ones, as well as from enterprise software and consumer internet companies. Vertical industries — led by auto, financial services and healthcare — are now at a multibillion-dollar level.NVIDIA RTX, introduced less than six years ago, is now a massive PC platform for generative AI, enjoyed by 100 million gamers and creators. The year ahead will bring major new product cycles with exceptional innovations to help propel our industry forward. Come join us at next month’s GTC, where we and our rich ecosystem will reveal the exciting future aheadWith cloud hyperscalers - Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL) - guiding for an acceleration in AI Capex spending in their quarterly reports last month, I don't think Nvidia's strong performance in data center is all that surprising.With $18.4B of its $22.1B quarterly revenue coming from the data center business, Nvidia is primarily a data-centric business. In my view, Gaming, Professional Visualization and Auto segments are no longer needle movers. That said, I am happy to see strong growth with these segments, too.Nvidia Investor RelationsIn Q4, Nvidia's Professional Visualization and Auto business segments showed positive sequential q/q growth, and while Gaming revenues were flat q/q, they were up +56% y/y. From a growth standpoint, Nvidia is firing on all cylinders!On the margin front, Nvidia's non-GAAP gross margin expanded to 76.7%, up 200 bps over Q3 FY2024 and up 1,270 bps over Q4 FY2023. With its vast first-mover advantage in AI, Nvidia's hardware + CUDA software ecosystem is enabling tremendous pricing power. This is, in effect, driving a massive AI windfall with the ongoing margin expansion powering Nvidia's quarterly free cash flow generation higher in combination with explosive top line growth.In Q4 FY2024, Nvidia's quarterly free cash flow jumped to +$11.2B in Q4 2023 (up from $1.7B a year ago). Despite Nvidia returning $2.8B to shareholders via buybacks ($2.7B) and dividends ($99M) during Q4, the semiconductor giant's fortress-like balance sheet keeps getting stronger, with cash and short-term investments position rising to $26B.Nvidia Investor RelationsWhile Nvidia's balance sheet is robust, I would personally like NVDA to raise some capital at current valuation to bolster its cash position and bring it in line with a level that resembles other $1.8T companies. The semiconductor industry is cyclical by nature, and I want Nvidia to have a massive cash hoard that can allow the company to keep growing through an industry downturn.For Q1 FY2025, Nvidia's management is guiding for revenues of $24B (vs. street estimates of $22B), which means the astronomical growth will continue next quarter. That said, Nvidia margin expansion is set for a slowdown, with non-GAAP operating margins for Q1 projected to rise to 77% (+30 bps q/q).Nvidia Investor RelationsDespite a significant decline in data center revenues from China, demand in other geographies more than made up for the loss of revenue in Q4. The guidance for Q1 FY2025 indicates that this will be the case in the near term. That said, doubts about the sustainability of this AI chip demand spike (and subsequent supply crunch) are likely to persist in the upcoming weeks, months, and quarters.At the World Government Summit in Dubai, Jensen Huang recently upped his data center opportunity from $1T to $2T:There's about $1T worth of installed base of data centers around the world. And over the course of the next four or five years, we'll have $2T worth of data centers that will be powering software around the world, and all of it's going to be accelerated.In my view, the long-term opportunity for Nvidia is massive [TAM: >$300B]. Given CUDA's dominance, Nvidia is likely to keep enjoying the lion's share of the data center market for years to come. According to consensus street estimates, Nvidia is projected to grow sales at a 21% CAGR from 2023-28.Seeking AlphaWith nearly all of its major customers (cloud hyper scalers, i.e., Microsoft, Amazon, and Google) developing in-house custom AI chips, doubts regarding the sustainability of Nvidia growth and margins are likely to linger on for a while to come. Today, Nvidia is miles ahead of the competition and the only obviously clear beneficiary of the breakthroughs in generative AI. While revenue growth visibility is still low, I am upgrading the revenue base in my model to $100B (FY2025E) and assuming above consensus top-line growth of 20% CAGR from 2024-2029. Let's see if NVDA stock is a buy, sell, or hold at $721 per share (+7% in after-hours):Nvidia's Fair Value And Expected ReturnsIn light of yet another blowout quarter and positive management commentary for FY2025, I think Nvidia Corporation could now clock $100B (up from $80-90B est.) in revenue over the next twelve months. Given the seismic jump in near-term sales growth, we will be building the model based on a forward revenue estimate and then discounting the fair value output from the model to get a current fair value estimate. Unlike crypto, I believe AI is the real deal, which is why I think a 20-30% CAGR growth for Nvidia (beyond 2024) is plausible (aggressive but certainly plausible).Given Nvidia's incredible pricing power and looming shift to a high-margin software business, I believe that steady-state free cash flow (\"FCF\") margins for NVDA could be as high as 40-50%. All other assumptions are relatively straightforward. Please let me know if you have any questions via the comments section.Here's my updated valuation model for Nvidia:TQI Valuation Model (TQIG.org)Applying a 15% discount to this 2025 fair value estimate, we get a current fair value estimate of ~$522.5 per share for NVDA stock. With Nvidia stock trading at ~$721 per share (at the time of writing), I think NVDA's stock price is well ahead of its skis at this moment in time.Last quarter, my fair value estimate was at $444 at a time when the stock was at $495, and we did start a small tracker position in TQI's GARP portfolio. However, the stock has virtually gone up vertically in the last three months, and I don't see a margin of safety for Nvidia Corporation here due to somewhat generous assumptions for long-term margins and sales growth.Assuming a base case exit multiple of 25x P/FCF, I can see Nvidia rising to $1,326 per share by 2029. This price target translates to a 6-year expected CAGR return of 10.68% from current levels.TQI Valuation Model (TQIG.org)Despite using generous assumptions for future growth and margins, NVDA's expected CAGR returns fall short of my investment hurdle rate of 15%. Hence, I am still not a buyer here. Now, if you're willing to accept lower returns for owning a high-quality company like Nvidia, be my guest and buy here.Please note: Nvidia is clearly winning big in the era of Gen AI; however, this initial-stage demand growth jump could yet prove to be temporary in nature. Yes, Nvidia is trading at just ~30-35x forward P/E, but margins could be peaking here, too (at least for the short term). With all of its major customers building AI chips in-house (potential risk to revenues and margins), I see a genuine lack of a margin of safety here.Concluding Thoughts: Is NVDA Stock A Buy, Sell, Or Hold After Q2 Earnings?From a fundamental standpoint, Nvidia's business is firing on all cylinders, with astronomical growth stemming from GenAI-induced demand for its AI GPUs. In my view, Nvidia Corporation remains the most obvious \"picks and shovels\" play in the AI gold rush. That said, a lot of future success is already baked into Nvidia's current stock price, and the long-term risk/reward doesn't justify allocation of fresh capital right now.Technically, Nvidia's stock is firmly in the overbought territory (RSI >70). While I understand that stocks can stay overbought for long periods of time, and that momentum can carry NVDA to unimaginable levels, the divergence between price and momentum indicators (RSI and MACD) is concerning.Given Nvidia's robust financial performance and management's optimistic outlook, I don't think investors (institutional or retail) are going to be in any hurry to race toward the exit doors here. However, vertical moves like the one we see in NVDA tend to get retraced, but only time will reveal the truth here.Now, I have sounded like a broken record, but I have to say this again -Nvidia Corporation is a great company with market-leading products and arguably the best CEO in the semiconductor industry. However, the price we're being asked to pay for Nvidia is too steep, in my opinion. In a zero-interest rate world, investors can afford to be valuation agnostic; however, we are no longer operating in such an environment, with the FED still pulling liquidity out of financial markets and a bank credit tightening cycle in effect after multiple bank failures.Despite running the risk of missing out on further gains in NVDA stock, I choose to remain on the sidelines here. FYI, I have been wrong about NVDA stock in the past, and I could be wrong again. While Nvidia is performing exceptionally right now, the current price tag leaves little to no margin of safety for a long-term investor.Source: \"Nvidia Q3 Review: I Was Wrong, But I'm Staying On The Sidelines.\"With persistent doubts over sustainability of Nvidia's revenue growth and margins (pricing power) heading into a potential economic downturn (hard landing), I cannot justify allocating capital to Nvidia here. Due to unfavorable risk/reward and sheer lack of a margin of safety, I am going to stick to the sidelines on Nvidia Corporation stock so close to its all-time highs.Key Takeaway: I continue to rate Nvidia Corporation stock \"Neutral/Hold\" at $721 per share.Thanks for reading, and happy investing! Please share your thoughts, questions, or concerns in the comments section below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269849192804584,"gmtCreate":1706890115744,"gmtModify":1706890121345,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"I do refer to Youtube for financial advice at times. However, at the end of the day, you still have to do your own due diligence [serious] [Victory]","listText":"I do refer to Youtube for financial advice at times. However, at the end of the day, you still have to do your own due diligence [serious] [Victory]","text":"I do refer to Youtube for financial advice at times. However, at the end of the day, you still have to do your own due diligence [serious] [Victory]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269849192804584","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269569924706384,"gmtCreate":1706829810748,"gmtModify":1706829814596,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"💪💪💪","listText":"💪💪💪","text":"💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269569924706384","repostId":"1198940084","repostType":4,"repost":{"id":"1198940084","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":1706824785,"share":"https://ttm.financial/m/news/1198940084?lang=&edition=fundamental","pubTime":"2024-02-02 05:59","market":"us","language":"en","title":"Amazon Beats Sales Estimates on Cloud Strength, Shares Surge Over 9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1198940084","media":"Reuters","summary":"【Amazon’s Q4 Earnings Conference Call】Amazon.com beat fourth-quarter revenue expectations on Thursday on robust growth in online spending during the critical holiday shopping season, sending its share","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221789113884963899%22,%22type%22:1%7D\" title=\"Amazon’s Q4 Earnings Conference Call\" target=\"_blank\">Amazon’s Q4 Earnings Conference Call</a>】</p><p>Amazon.com beat fourth-quarter revenue expectations on Thursday on robust growth in online spending during the critical holiday shopping season, sending its shares up 9.4% after the market close.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ba341a80f69366e051617b6d06c2e09\" tg-width=\"805\" tg-height=\"843\"/></p><p>Despite the strong performance Amazon has begun the year by shedding jobs in several divisions. Plans to acquire iRobot (IRBT.O), opens new tab, maker of the Roomba vacuum cleaner, for $1.4 billion were dashed by European regulators.</p><p>Amazon Web Services (AWS), the world&#39;s largest cloud services provider, brought in revenue of $24.2 billion in the fourth quarter, compared with analysts&#39; expectations of $24.26 billion.</p><p>AWS CEO Andy Jassy in a statement touted the unit&#39;s &#34;continued long-term focus on customers and feature delivery,&#34; citing efforts to incorporate generative AI into many of its services. The new features &#34;are starting to be reflected in our overall results,&#34; he said.</p><p>In what is seen as a boost to e-commerce firms, consumers splurged on goods and services over the holidays, despite high interest rates, a Commerce Department report last week showed.</p><p>Meanwhile, growth at Alphabet (GOOGL.O), opens new tab and Microsoft&#39;s (MSFT.O), opens new tab cloud units beat market expectations as customers wanted to test new AI features and build them for their own applications.</p><p>Revenue in the fourth quarter rose 14% to $170 billion, beating analysts&#39; average estimate of $166.21 billion according to LSEG data. Net income rose to $10.6 billion from $278 million in the year-ago period.</p><p>The company forecast current-quarter revenue of $138 billion to $143.5 billion. Analysts polled by LSEG expect $142.13 billion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Beats Sales Estimates on Cloud Strength, Shares Surge Over 9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Beats Sales Estimates on Cloud Strength, Shares Surge Over 9%\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\">2024-02-02 05:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221789113884963899%22,%22type%22:1%7D\" title=\"Amazon’s Q4 Earnings Conference Call\" target=\"_blank\">Amazon’s Q4 Earnings Conference Call</a>】</p><p>Amazon.com beat fourth-quarter revenue expectations on Thursday on robust growth in online spending during the critical holiday shopping season, sending its shares up 9.4% after the market close.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ba341a80f69366e051617b6d06c2e09\" tg-width=\"805\" tg-height=\"843\"/></p><p>Despite the strong performance Amazon has begun the year by shedding jobs in several divisions. Plans to acquire iRobot (IRBT.O), opens new tab, maker of the Roomba vacuum cleaner, for $1.4 billion were dashed by European regulators.</p><p>Amazon Web Services (AWS), the world&#39;s largest cloud services provider, brought in revenue of $24.2 billion in the fourth quarter, compared with analysts&#39; expectations of $24.26 billion.</p><p>AWS CEO Andy Jassy in a statement touted the unit&#39;s &#34;continued long-term focus on customers and feature delivery,&#34; citing efforts to incorporate generative AI into many of its services. The new features &#34;are starting to be reflected in our overall results,&#34; he said.</p><p>In what is seen as a boost to e-commerce firms, consumers splurged on goods and services over the holidays, despite high interest rates, a Commerce Department report last week showed.</p><p>Meanwhile, growth at Alphabet (GOOGL.O), opens new tab and Microsoft&#39;s (MSFT.O), opens new tab cloud units beat market expectations as customers wanted to test new AI features and build them for their own applications.</p><p>Revenue in the fourth quarter rose 14% to $170 billion, beating analysts&#39; average estimate of $166.21 billion according to LSEG data. Net income rose to $10.6 billion from $278 million in the year-ago period.</p><p>The company forecast current-quarter revenue of $138 billion to $143.5 billion. Analysts polled by LSEG expect $142.13 billion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198940084","content_text":"【Amazon’s Q4 Earnings Conference Call】Amazon.com beat fourth-quarter revenue expectations on Thursday on robust growth in online spending during the critical holiday shopping season, sending its shares up 9.4% after the market close.Despite the strong performance Amazon has begun the year by shedding jobs in several divisions. Plans to acquire iRobot (IRBT.O), opens new tab, maker of the Roomba vacuum cleaner, for $1.4 billion were dashed by European regulators.Amazon Web Services (AWS), the world's largest cloud services provider, brought in revenue of $24.2 billion in the fourth quarter, compared with analysts' expectations of $24.26 billion.AWS CEO Andy Jassy in a statement touted the unit's \"continued long-term focus on customers and feature delivery,\" citing efforts to incorporate generative AI into many of its services. The new features \"are starting to be reflected in our overall results,\" he said.In what is seen as a boost to e-commerce firms, consumers splurged on goods and services over the holidays, despite high interest rates, a Commerce Department report last week showed.Meanwhile, growth at Alphabet (GOOGL.O), opens new tab and Microsoft's (MSFT.O), opens new tab cloud units beat market expectations as customers wanted to test new AI features and build them for their own applications.Revenue in the fourth quarter rose 14% to $170 billion, beating analysts' average estimate of $166.21 billion according to LSEG data. Net income rose to $10.6 billion from $278 million in the year-ago period.The company forecast current-quarter revenue of $138 billion to $143.5 billion. Analysts polled by LSEG expect $142.13 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269357275230464,"gmtCreate":1706777895834,"gmtModify":1706777900462,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","listText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","text":"[Claw] [Claw] [Claw]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269357275230464","repostId":"2408515965","repostType":4,"repost":{"id":"2408515965","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1706777100,"share":"https://ttm.financial/m/news/2408515965?lang=&edition=fundamental","pubTime":"2024-02-01 16:45","market":"us","language":"en","title":"AMD Has a Solid Path to Rapid Growth — If It Can Get Past Nvidia and Intel","url":"https://stock-news.laohu8.com/highlight/detail?id=2408515965","media":"Dow Jones","summary":"Su has built an execution machine at AMD, giving customers such as Microsoft and Lenovo the confidence to commit their product lines and futures to AMD’s roadmap — something that 10 years ago would have been unthinkable. When the CEO mentioned casually on the earnings call that AMD is speeding up its AI-chip product-release schedule — similar to how Nvidia announced a faster cadence of new products last year — few should doubt that she can make it happen.On the client side of things, the","content":"<html><head></head><body><p>The chip maker’s latest earnings show both promise and the challenges ahead</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37715cf1020556c1c5f84c54858ed88f\" tg-width=\"925\" tg-height=\"519\"/></p><p>The earnings whirlwind for technology and silicon companies now has enveloped Advanced Micro Devices Inc. after it reported fourth-quarter and full-year 2023 results. I know that many other stories and analysts will dive into the dollars more deeply than me, but it’s worth recounting a couple of the key points that I think are relevant to how we look at the ability for AMD to sustain its momentum into 2024.</p><p>From a fourth-quarter 2023 perspective, looking at year-on-year comparisons to a 2022 that was by all accounts pretty bad for AMD (and the chip market in general), revenue was up 10%, gross profit was up 10%, margin was essentially flat, and operating income jumped 12% to over $1.4 billion.</p><p>Drilling into AMD’s key business units, the data-center group saw a 38% increase in revenue and 50% increase in operating income. The client segment that accounts for the company’s chips for consumer desktops and laptops saw revenue increase 62% and operating income climb 136%.</p><p>For the first time in any substantial way, the data-center business is now the largest component of AMD’s revenue. </p><p>The total 2023 results, compared to 2022, are a bit misleading because of just how bad the first half of last year was. </p><p>The best news for investors during the earnings call came from CEO Lisa Su when she announced AMD was raising revenue projections for its MI300 family of AI accelerators for the data-center segment to $3.5 billion from $2 billion, a massive 75% jump. This is based on better-than-expected ramping of product validation with customers, and the resulting increased demand because of it. I wouldn’t be surprised to see that $3.5 billion number that AMD is promoting for 2024 to be an under-call; Su mentioned in the Q&amp;A that the company had built up the supply chain to ship “substantially more” than the $3.5 billion mark if demand is there. </p><p>AMD continues to tout a projected market size of $400 billion for AI accelerators by 2027. Though details on this projection are still a bit light, if the company can manage to capture just 5% of that market by 2027, investors are looking at a revenue target of $20 billion, with a steep curve up from 2024 to hit that. </p><p style=\"text-align: start;\">Investors are likely questioning if the company can sustain this kind of growth and momentum. Does it have the expertise to compete with the likes of Nvidia and hold off the rise of chip startups and even in-house silicon expansion at cloud-service companies?</p><p style=\"text-align: start;\">Su has built an execution machine at AMD, giving customers such as Microsoft and Lenovo the confidence to commit their product lines and futures to AMD’s roadmap — something that 10 years ago would have been unthinkable. When the CEO mentioned casually on the earnings call that AMD is speeding up its AI-chip product-release schedule — similar to how Nvidia announced a faster cadence of new products last year — few should doubt that she can make it happen.</p><p style=\"text-align: start;\">On the client side of things, the future is a bit more murky. AMD recently announced its Ryzen 8000 series of chips for laptops that include a new, faster AI accelerator that makes it one of several new CPUs coming to market for the AI PC. Later this year, AMD will release its Strix family of chips, which promises to improve AI performance by a factor of three, while also introducing a new CPU architecture dubbed Zen 5. </p><p style=\"text-align: start;\">While the product family that AMD has in store for 2024 in the consumer space looks to be high performance and offer compelling AI and graphics features, the market growth in the PC space is projected to be much lower than for the data center. Even though most analysts see a “supercycle” coming in the PC space, thanks to the expansion of compelling AI uses case to drive consumers to buy new systems, AMD is hedging a bit here. </p><blockquote><p><strong><em>AI software may be more compatible with Intel AI chips sooner than AMD’s.</em></strong></p></blockquote><p style=\"text-align: start;\">Risks for AMD are bigger in the client space than the data-center segment, in my view. For enterprise and cloud-service providers integrating AI accelerators and new chips, the ability to build and customize software for AMD products is a small portion of the overall cost of doing business. If AMD is only worried about 10 to 20 key applications for its MI300 family of AI GPUs, it can focus engineering efforts. But in the consumer space, where AI applications and workloads will number in the dozens or even hundreds, Intel has a massive software-development team that it can utilize that AMD does not. As a result, AI software may be more compatible with Intel AI chips sooner than AMD’s. </p><p style=\"text-align: start;\">Another part of the risk is that Intel’s latest chips, like its Core Ultra family, are really good — and in a market where OEMs and consumers aren’t starving for new processors (as is the case in the data center), then AMD will have to compete more directly on its value proposition. Those Intel Core Ultra chips tend to target higher-priced systems, so AMD will only have to be better than Intel’s last-generation products to win. </p><p style=\"text-align: start;\">I still expect to see unit- and revenue-share increases for AMD in the client space through 2024. The company has continued to grow its footprint relative to Intel in the laptop space over the past two years, and like the data-center business, AMD benefits from its record of continued execution. As AMD edges up from a 15% market share in 2022 to almost 20% as of late 2023 for client chips, it seems inevitable that it will be able to continue that growth to upwards of 30% in short order.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Has a Solid Path to Rapid Growth — If It Can Get Past Nvidia and Intel</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Has a Solid Path to Rapid Growth — If It Can Get Past Nvidia and Intel\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-01 16:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The chip maker’s latest earnings show both promise and the challenges ahead</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37715cf1020556c1c5f84c54858ed88f\" tg-width=\"925\" tg-height=\"519\"/></p><p>The earnings whirlwind for technology and silicon companies now has enveloped Advanced Micro Devices Inc. after it reported fourth-quarter and full-year 2023 results. I know that many other stories and analysts will dive into the dollars more deeply than me, but it’s worth recounting a couple of the key points that I think are relevant to how we look at the ability for AMD to sustain its momentum into 2024.</p><p>From a fourth-quarter 2023 perspective, looking at year-on-year comparisons to a 2022 that was by all accounts pretty bad for AMD (and the chip market in general), revenue was up 10%, gross profit was up 10%, margin was essentially flat, and operating income jumped 12% to over $1.4 billion.</p><p>Drilling into AMD’s key business units, the data-center group saw a 38% increase in revenue and 50% increase in operating income. The client segment that accounts for the company’s chips for consumer desktops and laptops saw revenue increase 62% and operating income climb 136%.</p><p>For the first time in any substantial way, the data-center business is now the largest component of AMD’s revenue. </p><p>The total 2023 results, compared to 2022, are a bit misleading because of just how bad the first half of last year was. </p><p>The best news for investors during the earnings call came from CEO Lisa Su when she announced AMD was raising revenue projections for its MI300 family of AI accelerators for the data-center segment to $3.5 billion from $2 billion, a massive 75% jump. This is based on better-than-expected ramping of product validation with customers, and the resulting increased demand because of it. I wouldn’t be surprised to see that $3.5 billion number that AMD is promoting for 2024 to be an under-call; Su mentioned in the Q&amp;A that the company had built up the supply chain to ship “substantially more” than the $3.5 billion mark if demand is there. </p><p>AMD continues to tout a projected market size of $400 billion for AI accelerators by 2027. Though details on this projection are still a bit light, if the company can manage to capture just 5% of that market by 2027, investors are looking at a revenue target of $20 billion, with a steep curve up from 2024 to hit that. </p><p style=\"text-align: start;\">Investors are likely questioning if the company can sustain this kind of growth and momentum. Does it have the expertise to compete with the likes of Nvidia and hold off the rise of chip startups and even in-house silicon expansion at cloud-service companies?</p><p style=\"text-align: start;\">Su has built an execution machine at AMD, giving customers such as Microsoft and Lenovo the confidence to commit their product lines and futures to AMD’s roadmap — something that 10 years ago would have been unthinkable. When the CEO mentioned casually on the earnings call that AMD is speeding up its AI-chip product-release schedule — similar to how Nvidia announced a faster cadence of new products last year — few should doubt that she can make it happen.</p><p style=\"text-align: start;\">On the client side of things, the future is a bit more murky. AMD recently announced its Ryzen 8000 series of chips for laptops that include a new, faster AI accelerator that makes it one of several new CPUs coming to market for the AI PC. Later this year, AMD will release its Strix family of chips, which promises to improve AI performance by a factor of three, while also introducing a new CPU architecture dubbed Zen 5. </p><p style=\"text-align: start;\">While the product family that AMD has in store for 2024 in the consumer space looks to be high performance and offer compelling AI and graphics features, the market growth in the PC space is projected to be much lower than for the data center. Even though most analysts see a “supercycle” coming in the PC space, thanks to the expansion of compelling AI uses case to drive consumers to buy new systems, AMD is hedging a bit here. </p><blockquote><p><strong><em>AI software may be more compatible with Intel AI chips sooner than AMD’s.</em></strong></p></blockquote><p style=\"text-align: start;\">Risks for AMD are bigger in the client space than the data-center segment, in my view. For enterprise and cloud-service providers integrating AI accelerators and new chips, the ability to build and customize software for AMD products is a small portion of the overall cost of doing business. If AMD is only worried about 10 to 20 key applications for its MI300 family of AI GPUs, it can focus engineering efforts. But in the consumer space, where AI applications and workloads will number in the dozens or even hundreds, Intel has a massive software-development team that it can utilize that AMD does not. As a result, AI software may be more compatible with Intel AI chips sooner than AMD’s. </p><p style=\"text-align: start;\">Another part of the risk is that Intel’s latest chips, like its Core Ultra family, are really good — and in a market where OEMs and consumers aren’t starving for new processors (as is the case in the data center), then AMD will have to compete more directly on its value proposition. Those Intel Core Ultra chips tend to target higher-priced systems, so AMD will only have to be better than Intel’s last-generation products to win. </p><p style=\"text-align: start;\">I still expect to see unit- and revenue-share increases for AMD in the client space through 2024. The company has continued to grow its footprint relative to Intel in the laptop space over the past two years, and like the data-center business, AMD benefits from its record of continued execution. As AMD edges up from a 15% market share in 2022 to almost 20% as of late 2023 for client chips, it seems inevitable that it will be able to continue that growth to upwards of 30% in short order.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4576":"AR","BK4575":"芯片概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4525":"远程办公概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4577":"网络游戏","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4527":"明星科技股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK7504":"锂钴概念","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4579":"人工智能","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","AMD":"美国超微公司","LU0080751232.USD":"富达环球多元动力基金A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4573":"虚拟现实","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4581":"高盛持仓","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4529":"IDC概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4528":"SaaS概念","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2408515965","content_text":"The chip maker’s latest earnings show both promise and the challenges aheadThe earnings whirlwind for technology and silicon companies now has enveloped Advanced Micro Devices Inc. after it reported fourth-quarter and full-year 2023 results. I know that many other stories and analysts will dive into the dollars more deeply than me, but it’s worth recounting a couple of the key points that I think are relevant to how we look at the ability for AMD to sustain its momentum into 2024.From a fourth-quarter 2023 perspective, looking at year-on-year comparisons to a 2022 that was by all accounts pretty bad for AMD (and the chip market in general), revenue was up 10%, gross profit was up 10%, margin was essentially flat, and operating income jumped 12% to over $1.4 billion.Drilling into AMD’s key business units, the data-center group saw a 38% increase in revenue and 50% increase in operating income. The client segment that accounts for the company’s chips for consumer desktops and laptops saw revenue increase 62% and operating income climb 136%.For the first time in any substantial way, the data-center business is now the largest component of AMD’s revenue. The total 2023 results, compared to 2022, are a bit misleading because of just how bad the first half of last year was. The best news for investors during the earnings call came from CEO Lisa Su when she announced AMD was raising revenue projections for its MI300 family of AI accelerators for the data-center segment to $3.5 billion from $2 billion, a massive 75% jump. This is based on better-than-expected ramping of product validation with customers, and the resulting increased demand because of it. I wouldn’t be surprised to see that $3.5 billion number that AMD is promoting for 2024 to be an under-call; Su mentioned in the Q&A that the company had built up the supply chain to ship “substantially more” than the $3.5 billion mark if demand is there. AMD continues to tout a projected market size of $400 billion for AI accelerators by 2027. Though details on this projection are still a bit light, if the company can manage to capture just 5% of that market by 2027, investors are looking at a revenue target of $20 billion, with a steep curve up from 2024 to hit that. Investors are likely questioning if the company can sustain this kind of growth and momentum. Does it have the expertise to compete with the likes of Nvidia and hold off the rise of chip startups and even in-house silicon expansion at cloud-service companies?Su has built an execution machine at AMD, giving customers such as Microsoft and Lenovo the confidence to commit their product lines and futures to AMD’s roadmap — something that 10 years ago would have been unthinkable. When the CEO mentioned casually on the earnings call that AMD is speeding up its AI-chip product-release schedule — similar to how Nvidia announced a faster cadence of new products last year — few should doubt that she can make it happen.On the client side of things, the future is a bit more murky. AMD recently announced its Ryzen 8000 series of chips for laptops that include a new, faster AI accelerator that makes it one of several new CPUs coming to market for the AI PC. Later this year, AMD will release its Strix family of chips, which promises to improve AI performance by a factor of three, while also introducing a new CPU architecture dubbed Zen 5. While the product family that AMD has in store for 2024 in the consumer space looks to be high performance and offer compelling AI and graphics features, the market growth in the PC space is projected to be much lower than for the data center. Even though most analysts see a “supercycle” coming in the PC space, thanks to the expansion of compelling AI uses case to drive consumers to buy new systems, AMD is hedging a bit here. AI software may be more compatible with Intel AI chips sooner than AMD’s.Risks for AMD are bigger in the client space than the data-center segment, in my view. For enterprise and cloud-service providers integrating AI accelerators and new chips, the ability to build and customize software for AMD products is a small portion of the overall cost of doing business. If AMD is only worried about 10 to 20 key applications for its MI300 family of AI GPUs, it can focus engineering efforts. But in the consumer space, where AI applications and workloads will number in the dozens or even hundreds, Intel has a massive software-development team that it can utilize that AMD does not. As a result, AI software may be more compatible with Intel AI chips sooner than AMD’s. Another part of the risk is that Intel’s latest chips, like its Core Ultra family, are really good — and in a market where OEMs and consumers aren’t starving for new processors (as is the case in the data center), then AMD will have to compete more directly on its value proposition. Those Intel Core Ultra chips tend to target higher-priced systems, so AMD will only have to be better than Intel’s last-generation products to win. I still expect to see unit- and revenue-share increases for AMD in the client space through 2024. The company has continued to grow its footprint relative to Intel in the laptop space over the past two years, and like the data-center business, AMD benefits from its record of continued execution. As AMD edges up from a 15% market share in 2022 to almost 20% as of late 2023 for client chips, it seems inevitable that it will be able to continue that growth to upwards of 30% in short order.","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268783535599792,"gmtCreate":1706655510748,"gmtModify":1706655515437,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"It is still a great company&nbsp;[Heart]&nbsp;&nbsp;","listText":"It is still a great company&nbsp;[Heart]&nbsp;&nbsp;","text":"It is still a great company [Heart]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268783535599792","repostId":"2407313093","repostType":4,"repost":{"id":"2407313093","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":1706651758,"share":"https://ttm.financial/m/news/2407313093?lang=&edition=fundamental","pubTime":"2024-01-31 05:55","market":"us","language":"en","title":"Chipmaker AMD Forecasts Quarterly Revenue below Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2407313093","media":"Reuters","summary":"【Live: AMD Q4 Earnings Conference Call】Jan 30 (Reuters) - Chipmaker Advanced Micro Devices forecast first-quarter revenue below market estimates on Tuesday, as it grapples with uncertain demand for it","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/m/live/1789033379427369/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221789033379427369%22%2C%22type%22%3A1%7D\" title=\"AMD Q4 Earnings Conference Call\" target=\"_blank\">AMD Q4 Earnings Conference Call</a>】</p><p>Jan 30 (Reuters) - Chipmaker Advanced Micro Devices forecast first-quarter revenue below market estimates on Tuesday, as it grapples with uncertain demand for its AI server chips and a cyclical slump in sales of its programmable processors.</p><p>Shares of the Santa Clara, California-based company fell over 6% in trading after the bell.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b6449752cc752d5990926e9213bdba9\" title=\"\" tg-width=\"846\" tg-height=\"850\"/></p><p>As companies look to develop and operate their own generative AI applications, enterprise budgets are being funneled into processors used in AI servers. This, in turn, has hit demand for traditional server chips, which account for a large chunk of AMD&#39;s data center revenue.</p><p>While CEO Lisa Su said in December AMD&#39;s supply of AI chips for 2024 is &#34;well above&#34; $2 billion worth, the company&#39;s share of the AI chip industry is miniscule in comparison to leader Nvidia&#39;s nearly 80% market share.</p><p>The market for programmable chips, which can be customized to perform a variety of functions, has also faltered in the past quarters as industries like automotive and industrial are being hit by a chip supply glut owing to weak end-market demand.</p><p>Rival Intel also flagged corrections in programmable chip inventories across industries on a post-earnings call, which it said are expected to last through the first half of the year.</p><p>AMD expects revenue of $5.4 billion, plus or minus $300 million, for the current quarter, compared with analysts&#39; average estimate of $5.73 billion, according to LSEG data.</p><p>On an adjusted basis, AMD forecast gross margin of about 52% for the first quarter, compared with the estimate of about 51.7%.</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>Chipmaker AMD Forecasts Quarterly Revenue below Estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChipmaker AMD Forecasts Quarterly Revenue below Estimates\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\">2024-01-31 05:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>【<a href=\"https://ttm.financial/m/live/1789033379427369/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221789033379427369%22%2C%22type%22%3A1%7D\" title=\"AMD Q4 Earnings Conference Call\" target=\"_blank\">AMD Q4 Earnings Conference Call</a>】</p><p>Jan 30 (Reuters) - Chipmaker Advanced Micro Devices forecast first-quarter revenue below market estimates on Tuesday, as it grapples with uncertain demand for its AI server chips and a cyclical slump in sales of its programmable processors.</p><p>Shares of the Santa Clara, California-based company fell over 6% in trading after the bell.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b6449752cc752d5990926e9213bdba9\" title=\"\" tg-width=\"846\" tg-height=\"850\"/></p><p>As companies look to develop and operate their own generative AI applications, enterprise budgets are being funneled into processors used in AI servers. This, in turn, has hit demand for traditional server chips, which account for a large chunk of AMD&#39;s data center revenue.</p><p>While CEO Lisa Su said in December AMD&#39;s supply of AI chips for 2024 is &#34;well above&#34; $2 billion worth, the company&#39;s share of the AI chip industry is miniscule in comparison to leader Nvidia&#39;s nearly 80% market share.</p><p>The market for programmable chips, which can be customized to perform a variety of functions, has also faltered in the past quarters as industries like automotive and industrial are being hit by a chip supply glut owing to weak end-market demand.</p><p>Rival Intel also flagged corrections in programmable chip inventories across industries on a post-earnings call, which it said are expected to last through the first half of the year.</p><p>AMD expects revenue of $5.4 billion, plus or minus $300 million, for the current quarter, compared with analysts&#39; average estimate of $5.73 billion, according to LSEG data.</p><p>On an adjusted basis, AMD forecast gross margin of about 52% for the first quarter, compared with the estimate of about 51.7%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","AMZN":"亚马逊","AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2407313093","content_text":"【AMD Q4 Earnings Conference Call】Jan 30 (Reuters) - Chipmaker Advanced Micro Devices forecast first-quarter revenue below market estimates on Tuesday, as it grapples with uncertain demand for its AI server chips and a cyclical slump in sales of its programmable processors.Shares of the Santa Clara, California-based company fell over 6% in trading after the bell.As companies look to develop and operate their own generative AI applications, enterprise budgets are being funneled into processors used in AI servers. This, in turn, has hit demand for traditional server chips, which account for a large chunk of AMD's data center revenue.While CEO Lisa Su said in December AMD's supply of AI chips for 2024 is \"well above\" $2 billion worth, the company's share of the AI chip industry is miniscule in comparison to leader Nvidia's nearly 80% market share.The market for programmable chips, which can be customized to perform a variety of functions, has also faltered in the past quarters as industries like automotive and industrial are being hit by a chip supply glut owing to weak end-market demand.Rival Intel also flagged corrections in programmable chip inventories across industries on a post-earnings call, which it said are expected to last through the first half of the year.AMD expects revenue of $5.4 billion, plus or minus $300 million, for the current quarter, compared with analysts' average estimate of $5.73 billion, according to LSEG data.On an adjusted basis, AMD forecast gross margin of about 52% for the first quarter, compared with the estimate of about 51.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247747671961600,"gmtCreate":1701523357508,"gmtModify":1701523361477,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"[Call]&nbsp;&nbsp;[Call]&nbsp;&nbsp;[Call]&nbsp;&nbsp;","listText":"[Call]&nbsp;&nbsp;[Call]&nbsp;&nbsp;[Call]&nbsp;&nbsp;","text":"[Call] [Call] [Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247747671961600","repostId":"2388542962","repostType":4,"repost":{"id":"2388542962","pubTimestamp":1701475120,"share":"https://ttm.financial/m/news/2388542962?lang=&edition=fundamental","pubTime":"2023-12-02 07:58","market":"us","language":"en","title":"Can Nvidia Hit $500 Before 2024?","url":"https://stock-news.laohu8.com/highlight/detail?id=2388542962","media":"seekingalpha","summary":"Despite Nvidia Corporation reporting blockbuster fiscal Q3 results and stellar guidance that reinforces the staying power of emerging AI tailwinds, the stock has slipped from its all-time high valuati","content":"<html><head></head><body><ul style=\"\"><li><p>Despite Nvidia Corporation reporting blockbuster fiscal Q3 results and stellar guidance that reinforces the staying power of emerging AI tailwinds, the stock has slipped from its all-time high valuation.</p></li><li><p>Nvidia stock&#39;s latest pullback is likely to adjust for lost revenues stemming from recent export rule changes concerning Nvidia&#39;s GPU sales to the Chinese market.</p></li><li><p>At current levels, Nvidia is likely still priced for perfect execution, with several industry-wide and company-specific risks on the horizon that could overshadow existing momentum in AI opportunities.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85bfc955c6d409806eb1188e8f7286c5\" tg-width=\"750\" tg-height=\"490\"/></p><p>Despite another blockbuster quarter and a blowout end-of-year guidance, <strong>Nvidia Corporation</strong> (NASDAQ:NVDA) stock has yet to recapture its all-time high beyond $500 apiece reached on the eve of its F3Q24 earnings release. The investment community has largely attributed the paradox to the stock&#39;s rich valuation that is demanding perfect execution, which Nvidia has yet to deliver on. This is in line with the recent impact of Washington&#39;s updated rules on exports of advanced semiconductor technologies to China, which Nvidia expects to be an offsetting factor to surging demand for its products observed in other regions.</p><p>Yet the company&#39;s latest results and forward outlook continue to reinforce prospects for a strong demand environment bolstered by Nvidia&#39;s mission-critical role in supporting next-generation growth opportunities. Looking ahead, we view Nvidia&#39;s unmatched profit margins and growth opportunities relative to its semiconductor and tech peers in the $1+ trillion market cap range, enhanced by emerging AI demand, as key drivers for sustaining the stock&#39;s performance at current levels. However, the potential for further gains in the near term may rest on the extent and timing of which it can recapture opportunities in China and recuperate share gains in the region, as well as its ability to create incremental TAM-expanding opportunities in non-AI forays through continued innovation.</p><h2 id=\"id_927142661\">Multiple Demand Drivers to Sustain Growth</h2><p>After two consecutive quarters of breakneck growth, particularly in the data center segment amidst strong monetization of rising AI opportunities, there has been an emerging chorus of concerns over the trend&#39;s longer-term sustainability. In response, Nvidia CEO Jensen Huang has reaffirmed his confidence in the data center segment&#39;s ability to &#34;grow through 2025,&#34; citing several drivers to said prospects.</p><h3 id=\"id_314486406\"><em>Accelerated Computing</em></h3><p>Specifically, Huang has attributed Nvidia&#39;s long-term growth trajectory to not only existing demand ensuing from the burst of AI workloads but also the broader transition from general purpose to accelerated computing in general. Considering the $1 trillion spent on the installation of CPU-based data centers over the past four years, Nvidia is well positioned to realize even greater opportunities stemming from the impending upgrade cycle to accelerated computing, spearheaded by the emergence of generative AI as the &#34;primary workload of most of the world&#39;s data centers.&#34;</p><p>This is consistent with the gradual rise in prices of Nvidia&#39;s next-generation accelerators, which underscores the potential for a total addressable market, or TAM, that exceeds $1 trillion stemming from the transition to accelerated computing. Specifically, Nvidia&#39;s best-selling H100 GPU based on the Hopper architecture sells at an average price of about $30,000, despite surging towards $50,000 apiece earlier this year in secondary markets due to constrained supplies. And the impending H200 chip, which will be the first GPU to offer next-generation HBM3e - the latest high bandwidth memory processor capable of doubling inference speed relative to the H100 - is expected to cost as much as $40,000 apiece. This compares to the average $10,000 apiece for its predecessor, the A100 based on the Ampere architecture.</p><p>Both the DGX A100 and DGX H100 systems consist of eight A100 and eight H100 GPUs, respectively, despite the latter&#39;s capability of greater performance and inference speeds. Meanwhile, the latest DGX GH200 system strings together 256 GH200 Superchips capable of 500x more memory than the DGC H100 system, which, taken together, highlights the TAM-expanding opportunity stemming from the emerging era of accelerated computing.</p><p>The era of accelerated computing has also increased demand for next-generation data center GPUs from a wide range of verticals spanning cloud service providers (&#34;CSPs&#34;), enterprise customers, and sovereign cloud infrastructure, which highlights Nvidia&#39;s prospects for incremental market share gains in this foray. This is in line with primary CSPs spanning Amazon Web Services (AMZN), Google Cloud (GOOG, GOOGL), Microsoft Azure (MSFT), and Oracle Cloud&#39;s (ORCL) planned deployment of H200-based instances when the chip enters general availability next year, offering validation to the technology. Nvidia has also made initial shipments of the GH200 Grace Hopper Superchip to the Los Alamos National Lab, Swiss National Supercomputing Center, and the UK government to support the country&#39;s build of &#34;the world&#39;s fastest AI supercomputers called Isambard-AI,&#34; underscoring the chipmaker&#39;s extensive reach into emerging opportunities across the public sector as well.</p><h3 id=\"id_4140002213\"><em>Competitive TCO</em></h3><p>Nvidia&#39;s latest innovations have also enabled a competitive TCO (or total cost of ownership) advantage. This continues to effectively address customers&#39; demands for greater cost efficiencies in the process of improving performance needed to facilitate increasingly complex workloads.</p><p>For instance, Nvidia has been actively stepping up its complementary software capabilities in order to optimize TCO on its portfolio of hardware offerings for customers. This includes the recent introduction of TensorRT-LLM, which combined with the H100 GPU is capable of delivering up to 8x better performance relative to the A100 GPU alone on small language models, while also reducing TCO by as much as 5.3x and energy costs by as much as 5.6x.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b8085057033883912d3ab91c9a4a139\" tg-width=\"640\" tg-height=\"510\"/></p><p>developer.nvidia.com</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2d317ebb6ba98000a8ceadbfbc2b507\" tg-width=\"640\" tg-height=\"510\"/></p><p>developer.nvidia.com</p><p></p><p>The improvements are realized through a compilation of innovations spanning tensor parallelism, in-flight batching, and quantization:</p><ul style=\"\"><li><p><strong>Tensor parallelism</strong>: The feature enables inferencing - or the process of having a trained model make predictions on live data - at scale. Historically, developers have had to make manual adjustments to models in order to coordinate parallel execution across multiple GPUs and optimize LLM inference performance. However, tensor parallelism eliminates a large roadblock by allowing large advanced language models to &#34;run in parallel across multiple GPUs connected through NVLink and across multiple servers without developer intervention or model changes,&#34; thus significantly reducing time and cost to deployment.</p></li><li><p><strong>In-flight batching</strong>: Inflight-batching is an &#34;optimized scheduling technique&#34; that allows an LLM to continuously execute multiple tasks simultaneously. The feature effectively optimizes GPU usage and minimizes idle capacity, which inadvertently improves TCO.</p></li></ul><blockquote><p>With in-flight batching, rather than waiting for the whole batch to finish before moving on to the next set of requests, the TensorRT-LLM runtime immediately evicts finished sequences from the batch. It then begins executing new requests while other requests are still in flight.</p><p><em>Source:</em> NVIDIA Technical Blog.</p></blockquote><ul style=\"\"><li><p><strong>Quantization</strong>: This is the process of reducing the memory in which the billions of model weight values within LLMs occupy in the GPU. This effectively lowers memory consumption in model inferencing on the same hardware, while enabling faster performance and higher accuracy. TensorRT-LLM automatically enables the quantization process, converting model weights into lower precision formats without any moderation required to the model code.</p></li></ul><p>Taken together, TensorRT-LLM troubleshoots the major optimization requirements demanded from enterprise and CSP deployments and continues to provide validation to the value proposition of the NVIDIA CUDA and hardware ecosystem. Coupled with compatibility with major LLM frameworks, such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; (META) Llama 2 and OpenAI&#39;s GPT-2 and GPT-3, which the most common/popular generative AI capabilities on built on, the latest introduction of TensorRT-LLM is expected to further reinforce Nvidia&#39;s capture of growth opportunities ahead. By improving TCO, Nvidia also plays a critical role in expanding the reach of generative AI, which in turn reinforces a sustained demand for flywheel for its offerings.</p><h3 id=\"id_4018034197\"><em>Full Stack Advantage</em></h3><p>Nvidia has also bolstered its full-stack advantage in recent years through the build-out of its complementary software-hardware ecosystem. This has been a key source of reinforcement for its sustained trajectory of growth in our opinion, as the strategy increases demand stickiness while also enabling monetization through every stage of the emerging AI opportunity, spanning hardware/infrastructure build-out, foundation model development, and consumer-facing application deployment.</p><p>On the hardware front, in addition to the demand for accelerators as discussed in the earlier section, Nvidia has also become a key beneficiary of increased demand for networking solutions. Specifically, the company has expanded the annualized revenue run rate for its networking business beyond $10 billion, bolstered by accelerating demand for its proprietary InfiniBand and NVLink networking technologies. As discussed in previous coverage, Microsoft has spent &#34;several hundred million dollars&#34; on networking hardware just to link up the &#34;tens of thousands of [NVIDIA GPUs]&#34; needed to support the supercomputer it uses for AI training and inference. This includes NVLink and &#34;over 29,000 miles of InfiniBand cabling,&#34; highlighting the criticality of Nvidia&#39;s networking technology in enabling &#34;scale and performance needed for training LLMs.&#34;</p><p>Meanwhile, on the software front, Nvidia is progressing toward a $1 billion annualized revenue run rate on related offerings by the end of fiscal 2024. These offerings include DGX Cloud, which facilitates compute demands from customers for training and inferencing complex generative AI workloads in the cloud, as well as NVIDIA AI Enterprise, which comprises comprehensive tools designed for streamlining the development and deployment of custom AI solutions for customers.</p><p>Taken together, the combined ecosystem spanning hardware, software and support services is expected to deepen Nvidia&#39;s reach into impending growth opportunities stemming from the advent of AI and beyond. It also offers a diversified revenue portfolio in our opinion, which mitigates Nvidia&#39;s exposure to the imminent downcycle for hardware demand in the future.</p><h2 id=\"id_2156071729\">Fundamental and Valuation Considerations</h2><p>The combination of rising accelerated computing adoption, a competitive TCO advantage, and Nvidia&#39;s comprehensive business model is expected to reinforce the chipmaker&#39;s sustained long-term growth trajectory. While the data center segment has been the key beneficiary of the demand drivers discussed in the foregoing analysis, they are also expected to unlock adjacent opportunities to Nvidia&#39;s other business avenues.</p><p>This is in line with industry views that the PC and smartphone markets are poised to benefit from an impending AI shift, which potentially harbingers the next growth cycle for Nvidia&#39;s core gaming business. The emergence of industrial generative AI is also poised to unlock the synergies of NVIDIA AI and NVIDIA Omniverse, reinforcing the longer-term growth story for the professional visualization segment. Meanwhile, the automotive segment is also expected to benefit from the ramp of AI-enabled ADAS / self-driving solutions reliant on Nvidia solutions such as NVIDIA DRIVE.</p><p>Adjusting our previous forecast for Nvidia&#39;s actual F3Q24 performance and forward prospects based on the foregoing discussion, we expect the company to finish the year with revenue growth of 119% y/y to $59.1 billion. This would imply total revenue of $20.2 billion for the current quarter, in line with management&#39;s guidance.</p><p>Considering the data center segment&#39;s positioning as the key beneficiary of existing AI tailwinds, as well as Nvidia&#39;s sales mix in recent quarters, relevant revenues are expected to expand by 205% y/y to $45.8 billion for fiscal 2024. Data center revenue growth is expected to remain in the high double-digit percentage range through fiscal 2026 and normalize at lower levels thereafter. This is in line with the impending market opportunities as outlined by management and as discussed in the foregoing analysis, as well as expectations for software and services opportunities being key growth drivers in the data center segment as the next cycle of hardware inventory digestion settles in.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03d8082fddb03af3e9a1a430b07b28e7\" tg-width=\"640\" tg-height=\"95\"/></p><p>Author</p><p></p><p>The impending growth of higher-margin data center revenues is expected to bolster the sustainability of Nvidia&#39;s unmatched profit margins within the foreseeable future. We expect GAAP-based gross margins of 72% for fiscal 2024, with normalization towards the mid-70% range over the longer term as complementary high-margin software and services revenues continue to scale.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1af0579208b7fbfde01be43e0f1e4332\" tg-width=\"640\" tg-height=\"155\"/></p><p>Author</p><p></p><p>Nvidia_-_Forecasted_Financial_Information.pdf</p><p>We are setting a base case price target of $448 for Nvidia stock.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7451868978a1d036432990a082d23a7\" tg-width=\"640\" tg-height=\"227\"/></p><p>Author</p><p></p><p>The base case price target is derived under the discounted cash flow (&#34;DCF&#34;) analysis, which takes into consideration cash flow projections in line with the fundamental analysis discussed in the earlier section. The analysis applies an 11% WACC, in line with Nvidia&#39;s capital structure and risk profile relative to the estimated normalized benchmark Treasury rate of 4.5% under the &#34;higher for longer&#34; monetary policy stance. The analysis assumes a 5.6% perpetual growth rate on projected fiscal 2028 ETBIDA, which is in line with Nvidia&#39;s key demand drivers discussed in the foregoing analysis. The perpetual growth rate applied is equivalent to 3% applied on projected fiscal 2023 EBITDA when Nvidia&#39;s growth profile is expected to normalize in line with the pace of estimated economic expansion across its core operating regions.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74c516a2bca077b6405b850663594fbb\" tg-width=\"640\" tg-height=\"366\"/></p><p>Author</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc463296ff52490459d72d948b03ca9\" tg-width=\"640\" tg-height=\"255\"/></p><p>Author</p><p></p><h2 id=\"id_1427009141\">China Risks</h2><p>The re-emergence of China headwinds following Washington&#39;s updated export rules on advanced semiconductor technologies is likely a culprit of the Nvidia stock&#39;s recent post-earnings pullback. While AI tailwinds have largely taken precedence over Nvidia&#39;s exposure to China risks this year, the recent updates made to U.S. export rules have brought the relevant challenges back into focus.</p><p>Specifically, the new rules prevent shipments of the Nvidia A800 GPUs (a less powerful variant of the A100 GPUs tailored for the Chinese market to comply with previous U.S. export regulations) to China and require regulatory approval on technologies that fall below, but come close, to the new rules&#39; controlled threshold. Management expects the updated policies, which took effect after October 17, to be a 20% to 25% headwind on data center sales in the current period, though surging demand from other regions is expected to more than compensate for the relevant loss of market share in China and other affected markets.</p><p>Based on a simple back-of-the-napkin calculation that adds 20% to our F4Q24 data center revenue estimate to reflect the scenario in which Nvidia continues to partake in China-related GPU demand while keeping all other growth and valuation assumptions unchanged, the ensuing fundamental prospects would yield a base case price target of $508.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a57fd461bc4dc85de86dc28acfe32025\" tg-width=\"640\" tg-height=\"177\"/></p><p>Author</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e7655404cc5fc251fd8b760694b9497\" tg-width=\"640\" tg-height=\"178\"/></p><p>Author</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/018087386b6ff5412186e43045440790\" tg-width=\"640\" tg-height=\"407\"/></p><p>Author</p><p></p><p>This is in line with the stock&#39;s performance prior to Nvidia&#39;s latest earnings release, highlighting the markets expectations for perfect execution being priced in. As such, we expect Nvidia&#39;s eventual introduction of a regulation-compliant solution to be a key near-term driver of incremental upside potential in the stock. However, with &#34;as many as 50 companies in China that are now working on technology that would compete with Nvidia&#39;s offerings,&#34; uncertainties remain on the timing and extent to which the U.S. chipmaker could recapture lost market share in the Chinese market. This is also in line with management&#39;s expectations for immaterial contributions from the Chinese market to data center segment sales in the current period.</p><h2 id=\"id_119364005\">Final Thoughts</h2><p>While AI-driven growth opportunities have ushered Nvidia&#39;s admission to the $1+ trillion market cap club, the stock has largely stayed rangebound in recent months. The stock has also showcased challenges in staying sustainably above the $500-level. Our analysis expects a compelling risk-reward set-up at our base case price target of $448, which considers ongoing macro-related multiple compression risks, uncertainties to the pace of cyclical recovery in consumer-facing verticals such as gaming and automotive, as well as regulatory headwinds facing Nvidia&#39;s key Chinese market. However, market confidence in the impending introduction of a rule-compliant data center GPU solution for the Chinese market remains one of the key near-term drivers for propelling the Nvidia stock back towards the $500-level heading into calendar 2024.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Nvidia Hit $500 Before 2024?</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\">\nCan Nvidia Hit $500 Before 2024?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-02 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4655396-can-nvidia-hit-500-before-2024><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite Nvidia Corporation reporting blockbuster fiscal Q3 results and stellar guidance that reinforces the staying power of emerging AI tailwinds, the stock has slipped from its all-time high ...</p>\n\n<a href=\"https://seekingalpha.com/article/4655396-can-nvidia-hit-500-before-2024\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4592":"伊斯兰概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4579":"人工智能","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4567":"ESG概念","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4577":"网络游戏","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","ORCL":"甲骨文","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4566":"资本集团","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - 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Templeton Global Equity Income A MDIS SGD","MSFT":"微软","META":"Meta Platforms, Inc.","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4581":"高盛持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4516":"特朗普概念"},"source_url":"https://seekingalpha.com/article/4655396-can-nvidia-hit-500-before-2024","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2388542962","content_text":"Despite Nvidia Corporation reporting blockbuster fiscal Q3 results and stellar guidance that reinforces the staying power of emerging AI tailwinds, the stock has slipped from its all-time high valuation.Nvidia stock's latest pullback is likely to adjust for lost revenues stemming from recent export rule changes concerning Nvidia's GPU sales to the Chinese market.At current levels, Nvidia is likely still priced for perfect execution, with several industry-wide and company-specific risks on the horizon that could overshadow existing momentum in AI opportunities.Despite another blockbuster quarter and a blowout end-of-year guidance, Nvidia Corporation (NASDAQ:NVDA) stock has yet to recapture its all-time high beyond $500 apiece reached on the eve of its F3Q24 earnings release. The investment community has largely attributed the paradox to the stock's rich valuation that is demanding perfect execution, which Nvidia has yet to deliver on. This is in line with the recent impact of Washington's updated rules on exports of advanced semiconductor technologies to China, which Nvidia expects to be an offsetting factor to surging demand for its products observed in other regions.Yet the company's latest results and forward outlook continue to reinforce prospects for a strong demand environment bolstered by Nvidia's mission-critical role in supporting next-generation growth opportunities. Looking ahead, we view Nvidia's unmatched profit margins and growth opportunities relative to its semiconductor and tech peers in the $1+ trillion market cap range, enhanced by emerging AI demand, as key drivers for sustaining the stock's performance at current levels. However, the potential for further gains in the near term may rest on the extent and timing of which it can recapture opportunities in China and recuperate share gains in the region, as well as its ability to create incremental TAM-expanding opportunities in non-AI forays through continued innovation.Multiple Demand Drivers to Sustain GrowthAfter two consecutive quarters of breakneck growth, particularly in the data center segment amidst strong monetization of rising AI opportunities, there has been an emerging chorus of concerns over the trend's longer-term sustainability. In response, Nvidia CEO Jensen Huang has reaffirmed his confidence in the data center segment's ability to \"grow through 2025,\" citing several drivers to said prospects.Accelerated ComputingSpecifically, Huang has attributed Nvidia's long-term growth trajectory to not only existing demand ensuing from the burst of AI workloads but also the broader transition from general purpose to accelerated computing in general. Considering the $1 trillion spent on the installation of CPU-based data centers over the past four years, Nvidia is well positioned to realize even greater opportunities stemming from the impending upgrade cycle to accelerated computing, spearheaded by the emergence of generative AI as the \"primary workload of most of the world's data centers.\"This is consistent with the gradual rise in prices of Nvidia's next-generation accelerators, which underscores the potential for a total addressable market, or TAM, that exceeds $1 trillion stemming from the transition to accelerated computing. Specifically, Nvidia's best-selling H100 GPU based on the Hopper architecture sells at an average price of about $30,000, despite surging towards $50,000 apiece earlier this year in secondary markets due to constrained supplies. And the impending H200 chip, which will be the first GPU to offer next-generation HBM3e - the latest high bandwidth memory processor capable of doubling inference speed relative to the H100 - is expected to cost as much as $40,000 apiece. This compares to the average $10,000 apiece for its predecessor, the A100 based on the Ampere architecture.Both the DGX A100 and DGX H100 systems consist of eight A100 and eight H100 GPUs, respectively, despite the latter's capability of greater performance and inference speeds. Meanwhile, the latest DGX GH200 system strings together 256 GH200 Superchips capable of 500x more memory than the DGC H100 system, which, taken together, highlights the TAM-expanding opportunity stemming from the emerging era of accelerated computing.The era of accelerated computing has also increased demand for next-generation data center GPUs from a wide range of verticals spanning cloud service providers (\"CSPs\"), enterprise customers, and sovereign cloud infrastructure, which highlights Nvidia's prospects for incremental market share gains in this foray. This is in line with primary CSPs spanning Amazon Web Services (AMZN), Google Cloud (GOOG, GOOGL), Microsoft Azure (MSFT), and Oracle Cloud's (ORCL) planned deployment of H200-based instances when the chip enters general availability next year, offering validation to the technology. Nvidia has also made initial shipments of the GH200 Grace Hopper Superchip to the Los Alamos National Lab, Swiss National Supercomputing Center, and the UK government to support the country's build of \"the world's fastest AI supercomputers called Isambard-AI,\" underscoring the chipmaker's extensive reach into emerging opportunities across the public sector as well.Competitive TCONvidia's latest innovations have also enabled a competitive TCO (or total cost of ownership) advantage. This continues to effectively address customers' demands for greater cost efficiencies in the process of improving performance needed to facilitate increasingly complex workloads.For instance, Nvidia has been actively stepping up its complementary software capabilities in order to optimize TCO on its portfolio of hardware offerings for customers. This includes the recent introduction of TensorRT-LLM, which combined with the H100 GPU is capable of delivering up to 8x better performance relative to the A100 GPU alone on small language models, while also reducing TCO by as much as 5.3x and energy costs by as much as 5.6x.developer.nvidia.comdeveloper.nvidia.comThe improvements are realized through a compilation of innovations spanning tensor parallelism, in-flight batching, and quantization:Tensor parallelism: The feature enables inferencing - or the process of having a trained model make predictions on live data - at scale. Historically, developers have had to make manual adjustments to models in order to coordinate parallel execution across multiple GPUs and optimize LLM inference performance. However, tensor parallelism eliminates a large roadblock by allowing large advanced language models to \"run in parallel across multiple GPUs connected through NVLink and across multiple servers without developer intervention or model changes,\" thus significantly reducing time and cost to deployment.In-flight batching: Inflight-batching is an \"optimized scheduling technique\" that allows an LLM to continuously execute multiple tasks simultaneously. The feature effectively optimizes GPU usage and minimizes idle capacity, which inadvertently improves TCO.With in-flight batching, rather than waiting for the whole batch to finish before moving on to the next set of requests, the TensorRT-LLM runtime immediately evicts finished sequences from the batch. It then begins executing new requests while other requests are still in flight.Source: NVIDIA Technical Blog.Quantization: This is the process of reducing the memory in which the billions of model weight values within LLMs occupy in the GPU. This effectively lowers memory consumption in model inferencing on the same hardware, while enabling faster performance and higher accuracy. TensorRT-LLM automatically enables the quantization process, converting model weights into lower precision formats without any moderation required to the model code.Taken together, TensorRT-LLM troubleshoots the major optimization requirements demanded from enterprise and CSP deployments and continues to provide validation to the value proposition of the NVIDIA CUDA and hardware ecosystem. Coupled with compatibility with major LLM frameworks, such as Meta Platforms' (META) Llama 2 and OpenAI's GPT-2 and GPT-3, which the most common/popular generative AI capabilities on built on, the latest introduction of TensorRT-LLM is expected to further reinforce Nvidia's capture of growth opportunities ahead. By improving TCO, Nvidia also plays a critical role in expanding the reach of generative AI, which in turn reinforces a sustained demand for flywheel for its offerings.Full Stack AdvantageNvidia has also bolstered its full-stack advantage in recent years through the build-out of its complementary software-hardware ecosystem. This has been a key source of reinforcement for its sustained trajectory of growth in our opinion, as the strategy increases demand stickiness while also enabling monetization through every stage of the emerging AI opportunity, spanning hardware/infrastructure build-out, foundation model development, and consumer-facing application deployment.On the hardware front, in addition to the demand for accelerators as discussed in the earlier section, Nvidia has also become a key beneficiary of increased demand for networking solutions. Specifically, the company has expanded the annualized revenue run rate for its networking business beyond $10 billion, bolstered by accelerating demand for its proprietary InfiniBand and NVLink networking technologies. As discussed in previous coverage, Microsoft has spent \"several hundred million dollars\" on networking hardware just to link up the \"tens of thousands of [NVIDIA GPUs]\" needed to support the supercomputer it uses for AI training and inference. This includes NVLink and \"over 29,000 miles of InfiniBand cabling,\" highlighting the criticality of Nvidia's networking technology in enabling \"scale and performance needed for training LLMs.\"Meanwhile, on the software front, Nvidia is progressing toward a $1 billion annualized revenue run rate on related offerings by the end of fiscal 2024. These offerings include DGX Cloud, which facilitates compute demands from customers for training and inferencing complex generative AI workloads in the cloud, as well as NVIDIA AI Enterprise, which comprises comprehensive tools designed for streamlining the development and deployment of custom AI solutions for customers.Taken together, the combined ecosystem spanning hardware, software and support services is expected to deepen Nvidia's reach into impending growth opportunities stemming from the advent of AI and beyond. It also offers a diversified revenue portfolio in our opinion, which mitigates Nvidia's exposure to the imminent downcycle for hardware demand in the future.Fundamental and Valuation ConsiderationsThe combination of rising accelerated computing adoption, a competitive TCO advantage, and Nvidia's comprehensive business model is expected to reinforce the chipmaker's sustained long-term growth trajectory. While the data center segment has been the key beneficiary of the demand drivers discussed in the foregoing analysis, they are also expected to unlock adjacent opportunities to Nvidia's other business avenues.This is in line with industry views that the PC and smartphone markets are poised to benefit from an impending AI shift, which potentially harbingers the next growth cycle for Nvidia's core gaming business. The emergence of industrial generative AI is also poised to unlock the synergies of NVIDIA AI and NVIDIA Omniverse, reinforcing the longer-term growth story for the professional visualization segment. Meanwhile, the automotive segment is also expected to benefit from the ramp of AI-enabled ADAS / self-driving solutions reliant on Nvidia solutions such as NVIDIA DRIVE.Adjusting our previous forecast for Nvidia's actual F3Q24 performance and forward prospects based on the foregoing discussion, we expect the company to finish the year with revenue growth of 119% y/y to $59.1 billion. This would imply total revenue of $20.2 billion for the current quarter, in line with management's guidance.Considering the data center segment's positioning as the key beneficiary of existing AI tailwinds, as well as Nvidia's sales mix in recent quarters, relevant revenues are expected to expand by 205% y/y to $45.8 billion for fiscal 2024. Data center revenue growth is expected to remain in the high double-digit percentage range through fiscal 2026 and normalize at lower levels thereafter. This is in line with the impending market opportunities as outlined by management and as discussed in the foregoing analysis, as well as expectations for software and services opportunities being key growth drivers in the data center segment as the next cycle of hardware inventory digestion settles in.AuthorThe impending growth of higher-margin data center revenues is expected to bolster the sustainability of Nvidia's unmatched profit margins within the foreseeable future. We expect GAAP-based gross margins of 72% for fiscal 2024, with normalization towards the mid-70% range over the longer term as complementary high-margin software and services revenues continue to scale.AuthorNvidia_-_Forecasted_Financial_Information.pdfWe are setting a base case price target of $448 for Nvidia stock.AuthorThe base case price target is derived under the discounted cash flow (\"DCF\") analysis, which takes into consideration cash flow projections in line with the fundamental analysis discussed in the earlier section. The analysis applies an 11% WACC, in line with Nvidia's capital structure and risk profile relative to the estimated normalized benchmark Treasury rate of 4.5% under the \"higher for longer\" monetary policy stance. The analysis assumes a 5.6% perpetual growth rate on projected fiscal 2028 ETBIDA, which is in line with Nvidia's key demand drivers discussed in the foregoing analysis. The perpetual growth rate applied is equivalent to 3% applied on projected fiscal 2023 EBITDA when Nvidia's growth profile is expected to normalize in line with the pace of estimated economic expansion across its core operating regions.AuthorAuthorChina RisksThe re-emergence of China headwinds following Washington's updated export rules on advanced semiconductor technologies is likely a culprit of the Nvidia stock's recent post-earnings pullback. While AI tailwinds have largely taken precedence over Nvidia's exposure to China risks this year, the recent updates made to U.S. export rules have brought the relevant challenges back into focus.Specifically, the new rules prevent shipments of the Nvidia A800 GPUs (a less powerful variant of the A100 GPUs tailored for the Chinese market to comply with previous U.S. export regulations) to China and require regulatory approval on technologies that fall below, but come close, to the new rules' controlled threshold. Management expects the updated policies, which took effect after October 17, to be a 20% to 25% headwind on data center sales in the current period, though surging demand from other regions is expected to more than compensate for the relevant loss of market share in China and other affected markets.Based on a simple back-of-the-napkin calculation that adds 20% to our F4Q24 data center revenue estimate to reflect the scenario in which Nvidia continues to partake in China-related GPU demand while keeping all other growth and valuation assumptions unchanged, the ensuing fundamental prospects would yield a base case price target of $508.AuthorAuthorAuthorThis is in line with the stock's performance prior to Nvidia's latest earnings release, highlighting the markets expectations for perfect execution being priced in. As such, we expect Nvidia's eventual introduction of a regulation-compliant solution to be a key near-term driver of incremental upside potential in the stock. However, with \"as many as 50 companies in China that are now working on technology that would compete with Nvidia's offerings,\" uncertainties remain on the timing and extent to which the U.S. chipmaker could recapture lost market share in the Chinese market. This is also in line with management's expectations for immaterial contributions from the Chinese market to data center segment sales in the current period.Final ThoughtsWhile AI-driven growth opportunities have ushered Nvidia's admission to the $1+ trillion market cap club, the stock has largely stayed rangebound in recent months. The stock has also showcased challenges in staying sustainably above the $500-level. Our analysis expects a compelling risk-reward set-up at our base case price target of $448, which considers ongoing macro-related multiple compression risks, uncertainties to the pace of cyclical recovery in consumer-facing verticals such as gaming and automotive, as well as regulatory headwinds facing Nvidia's key Chinese market. However, market confidence in the impending introduction of a rule-compliant data center GPU solution for the Chinese market remains one of the key near-term drivers for propelling the Nvidia stock back towards the $500-level heading into calendar 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247017728540808,"gmtCreate":1701328477664,"gmtModify":1701328480864,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","listText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","text":"[Claw] [Claw] [Claw]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247017728540808","repostId":"2387589438","repostType":4,"repost":{"id":"2387589438","pubTimestamp":1701320881,"share":"https://ttm.financial/m/news/2387589438?lang=&edition=fundamental","pubTime":"2023-11-30 13:08","market":"us","language":"en","title":"Love Amazon Stock? This Is the Most Important Thing to Watch This Holiday Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2387589438","media":"Motley Fool","summary":"Things are changing at the king of e-commerce.","content":"<html><head></head><body><p>It&#39;s the most wonderful time of the year for retailers. The holiday season kicks off with Thanksgiving and Black Friday, and customers spend the most in the fiscal fourth quarter. It can also tell a lot about where a company is. The fourth quarter should be large and juicy for healthy retailers, and if it isn&#39;t, that could indicate problems.</p><p>This year could look different from usual since most retailers are still feeling the impact of stubborn inflation. While it hasn&#39;t continued to skyrocket, it&#39;s still keeping prices up and pressuring spending. Holiday sales may not be the boon they typically are for retailers.</p><p>The fourth quarter is always <strong>Amazon</strong>&#39;s largest by far. Fourth-quarter sales dwarf the other three as customers choose its tried-and-true products and fulfillment to get gifts and deals easily. However, there&#39;s been a negative pattern over the past few years during the holiday shopping season, and all eyes should be watching for it this year.</p><h2 id=\"id_4276009852\">Didn&#39;t Amazon just demonstrate a rebound?</h2><p>Like many other retailers, Amazon&#39;s business has been impacted by trends surrounding the pandemic. Soaring growth slowed to a trickle, and only in the 2023 third quarter did Amazon demonstrate what looks like a real rebound. Sales increased 13% over last year, an acceleration, operating income increased more than four-fold to $11.2 billion, and net income more than tripled from $2.9 billion last year to $9.9 billion this year.</p><p>CEO Andy Jassy, who&#39;s been on the job for only a bit more than a year, has pivoted to tightening the company&#39;s belt after it built out too much to meet demand that rose and then faded. It&#39;s been dealing with its own rising costs due to inflation while attempting to straddle profitability by offering customers the free and fast shipping that brings in the dollars.</p><p>And this is across its vast set of businesses that start with e-commerce but include Amazon Web Service&#39;s (AWS) cloud computing, streaming, connected devices, healthcare, and more.</p><p>There&#39;s a lot going on right now. AWS recently launched a broad array of generative artificial intelligence (AI) services that has caused a stir, and Amazon is speeding up its delivery times to more areas through a combination of a restructured fulfillment network and AI capabilities throughout its delivery processes.</p><p>It&#39;s also leveraging its massive data stores to operate a growing advertising business that&#39;s padding the bottom line. Ad sales accelerated to a 26% increase over last year.</p><h2 id=\"id_1899692310\">What to watch this holiday season</h2><p>Seeing between the lines, though, Amazon&#39;s online store sales have decreased successively over the past three years in the fourth quarter despite total sales increasing year over year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3642960e841f0471e660d98e3860dbb7\" tg-width=\"700\" tg-height=\"700\"/></p><p>Chart by author.</p><p>Overall, e-commerce increased year over year, but it was entirely due to third-party sellers. Third-party sellers account for more than 60% of sales, and Amazon is increasingly dependent on them to dominate e-commerce. It&#39;s also more dependent on its other businesses to generate growth even though e-commerce still provides the bulk of its revenue.</p><p>Being a platform for other sellers has its benefits. Since there&#39;s no cost of goods sold involved, it&#39;s a higher-margin business than the simple retail model. But the flip side is that it doesn&#39;t have as much control over these other sellers. It&#39;s trying to get more of them to choose Amazon logistics for fulfillment, where it can get products to customers more quickly. Those efforts are actually part of a Federal Trade Commission probe right now.</p><p>The company is also offering Buy With Prime as an option on third-party sellers&#39; websites to bring them into the Amazon ecosystem. Third-party sellers often use several platforms besides Amazon for the same products. These sellers are often just as dependent on Amazon as it is on them since it exposes them to Amazon&#39;s millions of Prime accounts and other customers. They typically comply with Amazon&#39;s directives, and it works for everyone.</p><h2 id=\"id_1437302196\">Pay attention to Amazon&#39;s e-commerce sales</h2><p>This holiday season, pay attention to Amazon&#39;s online store sales to get a sense of the underlying health of Amazon&#39;s e-commerce business. If it continues to slide, there may be cause for concern.</p><p>It wouldn&#39;t mean that Amazon&#39;s done -- it&#39;s still the leading e-commerce retailer by far. But it would confirm that Amazon is in a new phase and that its growth levers are outside of e-commerce right now. Investors should consider that information when deciding whether to buy Amazon stock.</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>Love Amazon Stock? This Is the Most Important Thing to Watch This Holiday Season</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\">\nLove Amazon Stock? This Is the Most Important Thing to Watch This Holiday Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-30 13:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/11/29/love-amazon-stock-this-is-the-most-important-thing/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's the most wonderful time of the year for retailers. The holiday season kicks off with Thanksgiving and Black Friday, and customers spend the most in the fiscal fourth quarter. It can also tell a ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/11/29/love-amazon-stock-this-is-the-most-important-thing/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4566":"资本集团","LU0072462426.USD":"贝莱德全球配置 A2","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4535":"淡马锡持仓","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4220":"综合零售","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4538":"云计算","LU0056508442.USD":"贝莱德世界科技基金A2","BK4559":"巴菲特持仓","BK4579":"人工智能","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4550":"红杉资本持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4122":"互联网与直销零售","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","AMZN":"亚马逊","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4548":"巴美列捷福持仓","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4532":"文艺复兴科技持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD"},"source_url":"https://www.fool.com/investing/2023/11/29/love-amazon-stock-this-is-the-most-important-thing/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2387589438","content_text":"It's the most wonderful time of the year for retailers. The holiday season kicks off with Thanksgiving and Black Friday, and customers spend the most in the fiscal fourth quarter. It can also tell a lot about where a company is. The fourth quarter should be large and juicy for healthy retailers, and if it isn't, that could indicate problems.This year could look different from usual since most retailers are still feeling the impact of stubborn inflation. While it hasn't continued to skyrocket, it's still keeping prices up and pressuring spending. Holiday sales may not be the boon they typically are for retailers.The fourth quarter is always Amazon's largest by far. Fourth-quarter sales dwarf the other three as customers choose its tried-and-true products and fulfillment to get gifts and deals easily. However, there's been a negative pattern over the past few years during the holiday shopping season, and all eyes should be watching for it this year.Didn't Amazon just demonstrate a rebound?Like many other retailers, Amazon's business has been impacted by trends surrounding the pandemic. Soaring growth slowed to a trickle, and only in the 2023 third quarter did Amazon demonstrate what looks like a real rebound. Sales increased 13% over last year, an acceleration, operating income increased more than four-fold to $11.2 billion, and net income more than tripled from $2.9 billion last year to $9.9 billion this year.CEO Andy Jassy, who's been on the job for only a bit more than a year, has pivoted to tightening the company's belt after it built out too much to meet demand that rose and then faded. It's been dealing with its own rising costs due to inflation while attempting to straddle profitability by offering customers the free and fast shipping that brings in the dollars.And this is across its vast set of businesses that start with e-commerce but include Amazon Web Service's (AWS) cloud computing, streaming, connected devices, healthcare, and more.There's a lot going on right now. AWS recently launched a broad array of generative artificial intelligence (AI) services that has caused a stir, and Amazon is speeding up its delivery times to more areas through a combination of a restructured fulfillment network and AI capabilities throughout its delivery processes.It's also leveraging its massive data stores to operate a growing advertising business that's padding the bottom line. Ad sales accelerated to a 26% increase over last year.What to watch this holiday seasonSeeing between the lines, though, Amazon's online store sales have decreased successively over the past three years in the fourth quarter despite total sales increasing year over year.Chart by author.Overall, e-commerce increased year over year, but it was entirely due to third-party sellers. Third-party sellers account for more than 60% of sales, and Amazon is increasingly dependent on them to dominate e-commerce. It's also more dependent on its other businesses to generate growth even though e-commerce still provides the bulk of its revenue.Being a platform for other sellers has its benefits. Since there's no cost of goods sold involved, it's a higher-margin business than the simple retail model. But the flip side is that it doesn't have as much control over these other sellers. It's trying to get more of them to choose Amazon logistics for fulfillment, where it can get products to customers more quickly. Those efforts are actually part of a Federal Trade Commission probe right now.The company is also offering Buy With Prime as an option on third-party sellers' websites to bring them into the Amazon ecosystem. Third-party sellers often use several platforms besides Amazon for the same products. These sellers are often just as dependent on Amazon as it is on them since it exposes them to Amazon's millions of Prime accounts and other customers. They typically comply with Amazon's directives, and it works for everyone.Pay attention to Amazon's e-commerce salesThis holiday season, pay attention to Amazon's online store sales to get a sense of the underlying health of Amazon's e-commerce business. If it continues to slide, there may be cause for concern.It wouldn't mean that Amazon's done -- it's still the leading e-commerce retailer by far. But it would confirm that Amazon is in a new phase and that its growth levers are outside of e-commerce right now. Investors should consider that information when deciding whether to buy Amazon stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247017863946240,"gmtCreate":1701328385066,"gmtModify":1701328389150,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","listText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","text":"[Claw] [Claw] [Claw]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247017863946240","repostId":"2387450938","repostType":4,"repost":{"id":"2387450938","pubTimestamp":1701326918,"share":"https://ttm.financial/m/news/2387450938?lang=&edition=fundamental","pubTime":"2023-11-30 14:48","market":"us","language":"en","title":"CrowdStrike Stock Soars After Earnings: Is It Still a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2387450938","media":"Motley Fool","summary":"CrowdStrike popped after great Q3 results, but is the cybersecurity leader still capable of delivering wins for investors?","content":"<html><head></head><body><h2 id=\"id_4044983648\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>CrowdStrike&#39;s Q3 sales and earnings results came in far better than the market had expected.</p></li><li><p>Forward guidance suggests that strong performance will continue in the near term.</p></li></ul><p>On the heels of a stronger-than-expected third-quarter earnings report, <strong>CrowdStrike</strong> made big gains in Wednesday&#39;s trading. The company&#39;s share price closed out the daily trading session up 10.4%, according to data from S&amp;P Global Market Intelligence.</p><p>CrowdStrike reported strong Q3 results after the market closed on Tuesday, paving the way for the stock to see big gains in Wednesday&#39;s session. The cybersecurity specialist recorded non-GAAP (adjusted) earnings per share of $0.82 on revenue of $786 million -- a performance that came in far better than the average analyst estimate&#39;s target for per-share earnings of $0.74 on revenue of $777.4 million.</p><h2 id=\"id_1568786865\">CrowdStrike shines with Q3 wins and guidance</h2><p>Despite some macroeconomic headwinds, CrowdStrike posted a very encouraging third-quarter performance. The strong results point to resilient demand in the cybersecurity space, even though many enterprises and large organizations are weighing the possibility of economic headwinds in the near term.</p><p>CrowdStrike managed to grow sales by 34% year over year in Q3, and adjusted earnings per share soared 85% over last year&#39;s performance. Strong performance looks poised to continue in the near term.</p><p>For the current quarter, CrowdStrike expects sales to come in between $836.6 million and $840 million. If the company were to hit the midpoint of that guidance range, it would see sales grow roughly 31.5% year over year in the fourth quarter of its current fiscal year.</p><p>On the earnings front, CrowdStrike expects to post earnings between $0.81 per share and $0.82 per share -- suggesting growth of approximately 74% at the midpoint of the guidance range.</p><h2 id=\"id_474025104\">CrowdStrike&#39;s long-term outlook is promising</h2><p>With its Q3 results and Q4 guidance, CrowdStrike delivered another meaningful demonstration of resilience. The company continues to be a clear-cut category leader in endpoint cybersecurity services and other cybersecurity solutions, and there&#39;s a good chance the company&#39;s long-term growth story is still in the early innings.</p><p>For long-term investors looking for exposure to the cybersecurity space, CrowdStrike stock remains a worthwhile buy. Even with the stock enjoying a significant post-earnings pop today, there&#39;s still plenty of room for investors who take a buy-and-hold approach to see strong returns. The company&#39;s Q3 results and forward guidance support recent gains for the stock, and the long-term demand outlook for high-performance cybersecurity solutions remains very promising.</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>CrowdStrike Stock Soars After Earnings: Is It Still a Buy?</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\">\nCrowdStrike Stock Soars After Earnings: Is It Still a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-30 14:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/11/29/crowdstrike-stock-soared-today-is-it-still-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSCrowdStrike's Q3 sales and earnings results came in far better than the market had expected.Forward guidance suggests that strong performance will continue in the near term.On the heels of a...</p>\n\n<a href=\"https://www.fool.com/investing/2023/11/29/crowdstrike-stock-soared-today-is-it-still-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2023/11/29/crowdstrike-stock-soared-today-is-it-still-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2387450938","content_text":"KEY POINTSCrowdStrike's Q3 sales and earnings results came in far better than the market had expected.Forward guidance suggests that strong performance will continue in the near term.On the heels of a stronger-than-expected third-quarter earnings report, CrowdStrike made big gains in Wednesday's trading. The company's share price closed out the daily trading session up 10.4%, according to data from S&P Global Market Intelligence.CrowdStrike reported strong Q3 results after the market closed on Tuesday, paving the way for the stock to see big gains in Wednesday's session. The cybersecurity specialist recorded non-GAAP (adjusted) earnings per share of $0.82 on revenue of $786 million -- a performance that came in far better than the average analyst estimate's target for per-share earnings of $0.74 on revenue of $777.4 million.CrowdStrike shines with Q3 wins and guidanceDespite some macroeconomic headwinds, CrowdStrike posted a very encouraging third-quarter performance. The strong results point to resilient demand in the cybersecurity space, even though many enterprises and large organizations are weighing the possibility of economic headwinds in the near term.CrowdStrike managed to grow sales by 34% year over year in Q3, and adjusted earnings per share soared 85% over last year's performance. Strong performance looks poised to continue in the near term.For the current quarter, CrowdStrike expects sales to come in between $836.6 million and $840 million. If the company were to hit the midpoint of that guidance range, it would see sales grow roughly 31.5% year over year in the fourth quarter of its current fiscal year.On the earnings front, CrowdStrike expects to post earnings between $0.81 per share and $0.82 per share -- suggesting growth of approximately 74% at the midpoint of the guidance range.CrowdStrike's long-term outlook is promisingWith its Q3 results and Q4 guidance, CrowdStrike delivered another meaningful demonstration of resilience. The company continues to be a clear-cut category leader in endpoint cybersecurity services and other cybersecurity solutions, and there's a good chance the company's long-term growth story is still in the early innings.For long-term investors looking for exposure to the cybersecurity space, CrowdStrike stock remains a worthwhile buy. Even with the stock enjoying a significant post-earnings pop today, there's still plenty of room for investors who take a buy-and-hold approach to see strong returns. The company's Q3 results and forward guidance support recent gains for the stock, and the long-term demand outlook for high-performance cybersecurity solutions remains very promising.","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239391034560688,"gmtCreate":1699481946460,"gmtModify":1699481950644,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"[Heart]&nbsp;&nbsp;","listText":"[Heart]&nbsp;&nbsp;","text":"[Heart]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239391034560688","repostId":"2382362292","repostType":2,"repost":{"id":"2382362292","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1699481173,"share":"https://ttm.financial/m/news/2382362292?lang=&edition=fundamental","pubTime":"2023-11-09 06:06","market":"us","language":"en","title":"Walt Disney Q4 Adj $0.82 Beats $0.70 Estimate, Sales $21.24B Miss $21.33B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2382362292","media":"Benzinga","summary":"Walt Disney (NYSE:DIS) reported quarterly earnings of $0.82 per share which beat the analyst consensus estimate of $0.70 by 17.14 percent. This is a 173.33 percent increase over earnings of $0.30 per share from the same","content":"<html><body><p>Walt Disney (NYSE:DIS) reported quarterly earnings of $0.82 per share which beat the analyst consensus estimate of $0.70 by 17.14 percent. This is a 173.33 percent increase over earnings of $0.30 per share from the same period last year.  The company reported quarterly sales of $21.24 billion which missed the analyst consensus estimate of $21.33 billion by 0.40 percent.  This is a 5.41 percent increase over sales of $20.15 billion the same period last year.</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>Walt Disney Q4 Adj $0.82 Beats $0.70 Estimate, Sales $21.24B Miss $21.33B Estimate</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\">\nWalt Disney Q4 Adj $0.82 Beats $0.70 Estimate, Sales $21.24B Miss $21.33B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-11-09 06:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Walt Disney (NYSE:DIS) reported quarterly earnings of $0.82 per share which beat the analyst consensus estimate of $0.70 by 17.14 percent. This is a 173.33 percent increase over earnings of $0.30 per share from the same period last year.  The company reported quarterly sales of $21.24 billion which missed the analyst consensus estimate of $21.33 billion by 0.40 percent.  This is a 5.41 percent increase over sales of $20.15 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.benzinga.com/news/earnings/23/11/35684488/walt-disney-q4-adj-0-82-beats-0-70-estimate-sales-21-24b-miss-21-33b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2382362292","content_text":"Walt Disney (NYSE:DIS) reported quarterly earnings of $0.82 per share which beat the analyst consensus estimate of $0.70 by 17.14 percent. This is a 173.33 percent increase over earnings of $0.30 per share from the same period last year.  The company reported quarterly sales of $21.24 billion which missed the analyst consensus estimate of $21.33 billion by 0.40 percent.  This is a 5.41 percent increase over sales of $20.15 billion the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237121028964440,"gmtCreate":1698926428105,"gmtModify":1698926432509,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Love]&nbsp;&nbsp;","listText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Love]&nbsp;&nbsp;","text":"[Claw] [Claw] [Claw] [Love]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237121028964440","repostId":"2380655386","repostType":2,"repost":{"id":"2380655386","pubTimestamp":1698924915,"share":"https://ttm.financial/m/news/2380655386?lang=&edition=fundamental","pubTime":"2023-11-02 19:35","market":"us","language":"en","title":"NVDA Stock: While Others Worry, Back Up the Truck","url":"https://stock-news.laohu8.com/highlight/detail?id=2380655386","media":"InvestorPlace","summary":"NVDA stock may seem like it's on the verge of a further correction, but a path to even higher price levels remains.","content":"<html><head></head><body><ul style=\"\"><li><p>Most of the latest news with <strong>Nvidia</strong> (<strong><u>NVDA</u></strong>) stock has been of the negative variety.</p></li><li><p>Shares have encountered weakness lately, and there are concerns this will continue to be the case in the near-term.</p></li><li><p>However, not only is it questionable that NVDA stock will experience a continued correction; a path to even higher prices remains.</p></li></ul><p>For much of 2023, <strong>Nvidia</strong> (NASDAQ: <strong>NVDA</strong>) stock news was positive, but more recently, much of it has been of the negative variety. The market’s enthusiasm for AI stocks continues to cool. High interest rates are making investors hesitant about tech stocks, which, based on traditional valuation metrics, appear pricey in a world of 5% interest rates.</p><p>To top things off, Nvidia appears vulnerable, as tense relations between the U.S. and China affect its business. As these factors drive fear, uncertainty, and doubt about the stock, it’s not surprising many believe a continued correction is in store for shares. However, it’s not set in stone, as I’ll explain below.</p><h2 id=\"id_4023036213\">NVDA Stock: No Need to Panic</h2><p>Concerns about Nvidia may be rising amongst the investing public, but much suggests that the market is overreacting to this news. Yes, there are concerns about growth deceleration in the coming fiscal year (ending January 2025), after the jaw-dropping levels of growth during this fiscal year.</p><p>As the valuation of NVDA stock (forward earnings multiple in the high-30s) is based on the expectation of high future growth, I can understand why this is a concern. Yet while growth is likely to slow down, it’s not screeching to a halt. Sell side forecasts call for Nvidia’s revenue to grow by 46.8% during FY2025. Not too shabby.</p><p>Earnings are expected next fiscal year to rise by an even greater amount (52.8%). This high level of projected earnings growth calls into question the argument shares have become too pricey. Sure, projections are always subject to change. One recent negative development (the U.S. curb on AI chip sales to China) may have a $5 billion impact on sales.</p><p>Still, overall AI chip sales are running in the tens of billions (and still climbing). Demand from other end users will likely help to mitigate the impact of this geopolitical headwind.</p><h2 id=\"id_1236598269\">A Path to $1000 Per Share?</h2><p>With AI chip demand still increasing, and as demand trends among the company’s non-AI end user markets improve, Nvidia appears well-positioned to meet/beat expectations with its subsequent earnings releases.</p><p>Even if interest rates stay high in the coming twelve months, continuing to place pressure on the market, a high level of earnings growth could help NVDA stock bounce back. Re-hitting past price levels (north of $500 per share) is well within reach.</p><p>However, it’s not as if the only “play” with NVDA is to buy now at around $410 per share, and flip it once it re-hits $500 per share. Over the next few years, this stock may just well soar to prices nearing, or even topping, $1000 per share. As I recently argued, Nvidia is the dominant name in AI chips, and that’s not going away.</p><p>Even as competitors play catch up, Nvidia’s market share (estimated to be in the 70%–80% range) may not decrease by much. With the AI chip market set to keep climbing at a rapid clip, don’t discount NVDA’s chances of hitting the level of earnings needed to send this stock up to $1000 per share (around 144% above today’s price levels).</p><h2 id=\"id_2799446528\">There’s Still Good Reason to Stay Bullish</h2><p>In the immediate term, these worries could keep affecting the performance of NVDA. Shares may even slide down below the $400 per share price levels. However, if worries keep weighing on Nvidia in the coming weeks, don’t fear.</p><p>Take advantage instead. Entering/adding to a position could soon start to pay off as soon as Nov. 21. That’s when the company next reports quarterly earnings. The latest results/updates to guidance could assuage concerns, sparking a post-earnings rally.</p><p>Even if there isn’t a post-earnings rally, barring the unforeseen unveiling of news/results that materially changes the story, still hang onto a position.</p><p>It may take several quarters for the market at-large to assume a bullish stance again on NVDA stock, but in time, those focused on the future, not dwelling on temporary concerns, could be rewarded in a big way.</p><p>NVDA stock earns an A rating in <em>Portfolio Grader</em>.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVDA Stock: While Others Worry, Back Up the Truck</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\">\nNVDA Stock: While Others Worry, Back Up the Truck\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-02 19:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/11/nvda-stock-while-others-worry-back-up-the-truck/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Most of the latest news with Nvidia (NVDA) stock has been of the negative variety.Shares have encountered weakness lately, and there are concerns this will continue to be the case in the near-term....</p>\n\n<a href=\"https://investorplace.com/market360/2023/11/nvda-stock-while-others-worry-back-up-the-truck/\">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://investorplace.com/market360/2023/11/nvda-stock-while-others-worry-back-up-the-truck/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2380655386","content_text":"Most of the latest news with Nvidia (NVDA) stock has been of the negative variety.Shares have encountered weakness lately, and there are concerns this will continue to be the case in the near-term.However, not only is it questionable that NVDA stock will experience a continued correction; a path to even higher prices remains.For much of 2023, Nvidia (NASDAQ: NVDA) stock news was positive, but more recently, much of it has been of the negative variety. The market’s enthusiasm for AI stocks continues to cool. High interest rates are making investors hesitant about tech stocks, which, based on traditional valuation metrics, appear pricey in a world of 5% interest rates.To top things off, Nvidia appears vulnerable, as tense relations between the U.S. and China affect its business. As these factors drive fear, uncertainty, and doubt about the stock, it’s not surprising many believe a continued correction is in store for shares. However, it’s not set in stone, as I’ll explain below.NVDA Stock: No Need to PanicConcerns about Nvidia may be rising amongst the investing public, but much suggests that the market is overreacting to this news. Yes, there are concerns about growth deceleration in the coming fiscal year (ending January 2025), after the jaw-dropping levels of growth during this fiscal year.As the valuation of NVDA stock (forward earnings multiple in the high-30s) is based on the expectation of high future growth, I can understand why this is a concern. Yet while growth is likely to slow down, it’s not screeching to a halt. Sell side forecasts call for Nvidia’s revenue to grow by 46.8% during FY2025. Not too shabby.Earnings are expected next fiscal year to rise by an even greater amount (52.8%). This high level of projected earnings growth calls into question the argument shares have become too pricey. Sure, projections are always subject to change. One recent negative development (the U.S. curb on AI chip sales to China) may have a $5 billion impact on sales.Still, overall AI chip sales are running in the tens of billions (and still climbing). Demand from other end users will likely help to mitigate the impact of this geopolitical headwind.A Path to $1000 Per Share?With AI chip demand still increasing, and as demand trends among the company’s non-AI end user markets improve, Nvidia appears well-positioned to meet/beat expectations with its subsequent earnings releases.Even if interest rates stay high in the coming twelve months, continuing to place pressure on the market, a high level of earnings growth could help NVDA stock bounce back. Re-hitting past price levels (north of $500 per share) is well within reach.However, it’s not as if the only “play” with NVDA is to buy now at around $410 per share, and flip it once it re-hits $500 per share. Over the next few years, this stock may just well soar to prices nearing, or even topping, $1000 per share. As I recently argued, Nvidia is the dominant name in AI chips, and that’s not going away.Even as competitors play catch up, Nvidia’s market share (estimated to be in the 70%–80% range) may not decrease by much. With the AI chip market set to keep climbing at a rapid clip, don’t discount NVDA’s chances of hitting the level of earnings needed to send this stock up to $1000 per share (around 144% above today’s price levels).There’s Still Good Reason to Stay BullishIn the immediate term, these worries could keep affecting the performance of NVDA. Shares may even slide down below the $400 per share price levels. However, if worries keep weighing on Nvidia in the coming weeks, don’t fear.Take advantage instead. Entering/adding to a position could soon start to pay off as soon as Nov. 21. That’s when the company next reports quarterly earnings. The latest results/updates to guidance could assuage concerns, sparking a post-earnings rally.Even if there isn’t a post-earnings rally, barring the unforeseen unveiling of news/results that materially changes the story, still hang onto a position.It may take several quarters for the market at-large to assume a bullish stance again on NVDA stock, but in time, those focused on the future, not dwelling on temporary concerns, could be rewarded in a big way.NVDA stock earns an A rating in Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232167148302336,"gmtCreate":1697698759566,"gmtModify":1697698763923,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"Looking forward ...&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","listText":"Looking forward ...&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","text":"Looking forward ... [Claw] [Claw] [Claw]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232167148302336","repostId":"2376484114","repostType":4,"repost":{"id":"2376484114","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1697685215,"share":"https://ttm.financial/m/news/2376484114?lang=&edition=fundamental","pubTime":"2023-10-19 11:13","market":"us","language":"en","title":"Amazon's Stock Can Rocket Another 30%, This New Bull Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2376484114","media":"Dow Jones","summary":"Stifel analyst now bullish on Amazon shares but takes a cautious stance on shares of eBay, Etsy, WayfairAmazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.Amazon.com Inc.’s ","content":"<html><head></head><body><p>Stifel analyst now bullish on Amazon shares but takes a cautious stance on shares of eBay, Etsy, Wayfair</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a3d9d4c2e2dee60c392951d6d83a7ee\" alt=\"Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.\" title=\"Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.\" tg-width=\"700\" tg-height=\"393\"/><span>Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.</span></p><p>Amazon.com Inc.’s stock can shoot some 30% higher, according to a Stifel analyst who just joined the bull camp.</p><p style=\"text-align: start;\">Stifel’s Mark Kelley initiated coverage of Amazon shares with a buy rating and $173 price target Monday, cheering the company’s immense scale in retail and the way it leveraged that size to build related businesses, like advertising.</p><p>Amazon’s stock comes with various debates, but Kelley is upbeat about the company’s ability to positively surprise Wall Street. For one, he’s optimistic Amazon will deliver upside to operating-margin expectations, driven by advancements in its fulfillment efforts.</p><p>The company recently moved to a regionalized fulfillment network from a national one, which “not only streamlines the network, but also makes same or next-day delivery more predictable, with more [stock-keeping units] currently offered with expedited shipping (same and next-day),” Kelley wrote.</p><p style=\"text-align: start;\">Amazon’s management has called out other improvements as well, suggesting to Kelley that the e-commerce giant ultimately can get its margin profile above where it was prior to the pandemic.</p><p>Kelley also discussed the potential for upside in Amazon’s advertising business. “Amazon was a pioneer in what is now known as retail media (retailers becoming publishers and selling advertising on their apps and sites),” he noted, but now the company is expanding its advertising business, with plans to include some ads on Prime Video.</p><p style=\"text-align: start;\">“We also note that Amazon offers broader ad tech tools (demand side platform, etc.) and is now a Pinterest advertising partner,” he continued.</p><p style=\"text-align: start;\">Amazon shares have gained 58% so far this year, but Kelley sees an “attractive” valuation, with the stock trading at about 11 times consensus expectations for two-year forward adjusted earnings before interest, taxes, depreciation and amortization. He sees the current valuation profile as appealing given Amazon’s “growth trajectory and margin profile (which we expect to expand through 2025).”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50c32bc41941c220f8bff44445e5f9bf\" tg-width=\"960\" tg-height=\"679\"/></p><p>Kelley also began coverage of eBay Inc., Etsy Inc. and Wayfair Inc., establishing hold ratings on those three names.</p><p style=\"text-align: start;\">EBay “continues to make strides in its technology-enabled strategy and focus on higher-quality buyers, but we think it may take more time to see the benefits of the turnaround that has been underway for a few years,” according to Kelley.</p><p style=\"text-align: start;\">While he appreciates Etsy’s “unique” platform, he worries that “recent habitual buyer trends have waned somewhat,” and he’s “a bit concerned” about what discretionary spending patterns will look like moving into 2024.</p><p style=\"text-align: start;\">As for Wayfair, he applauded the company’s work to grow the online home-furnishings market, but he notes that there’s been some pressure on average order values as customers put more money toward services.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon's Stock Can Rocket Another 30%, This New Bull Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon's Stock Can Rocket Another 30%, This New Bull Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-10-19 11:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stifel analyst now bullish on Amazon shares but takes a cautious stance on shares of eBay, Etsy, Wayfair</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a3d9d4c2e2dee60c392951d6d83a7ee\" alt=\"Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.\" title=\"Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.\" tg-width=\"700\" tg-height=\"393\"/><span>Amazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.</span></p><p>Amazon.com Inc.’s stock can shoot some 30% higher, according to a Stifel analyst who just joined the bull camp.</p><p style=\"text-align: start;\">Stifel’s Mark Kelley initiated coverage of Amazon shares with a buy rating and $173 price target Monday, cheering the company’s immense scale in retail and the way it leveraged that size to build related businesses, like advertising.</p><p>Amazon’s stock comes with various debates, but Kelley is upbeat about the company’s ability to positively surprise Wall Street. For one, he’s optimistic Amazon will deliver upside to operating-margin expectations, driven by advancements in its fulfillment efforts.</p><p>The company recently moved to a regionalized fulfillment network from a national one, which “not only streamlines the network, but also makes same or next-day delivery more predictable, with more [stock-keeping units] currently offered with expedited shipping (same and next-day),” Kelley wrote.</p><p style=\"text-align: start;\">Amazon’s management has called out other improvements as well, suggesting to Kelley that the e-commerce giant ultimately can get its margin profile above where it was prior to the pandemic.</p><p>Kelley also discussed the potential for upside in Amazon’s advertising business. “Amazon was a pioneer in what is now known as retail media (retailers becoming publishers and selling advertising on their apps and sites),” he noted, but now the company is expanding its advertising business, with plans to include some ads on Prime Video.</p><p style=\"text-align: start;\">“We also note that Amazon offers broader ad tech tools (demand side platform, etc.) and is now a Pinterest advertising partner,” he continued.</p><p style=\"text-align: start;\">Amazon shares have gained 58% so far this year, but Kelley sees an “attractive” valuation, with the stock trading at about 11 times consensus expectations for two-year forward adjusted earnings before interest, taxes, depreciation and amortization. He sees the current valuation profile as appealing given Amazon’s “growth trajectory and margin profile (which we expect to expand through 2025).”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50c32bc41941c220f8bff44445e5f9bf\" tg-width=\"960\" tg-height=\"679\"/></p><p>Kelley also began coverage of eBay Inc., Etsy Inc. and Wayfair Inc., establishing hold ratings on those three names.</p><p style=\"text-align: start;\">EBay “continues to make strides in its technology-enabled strategy and focus on higher-quality buyers, but we think it may take more time to see the benefits of the turnaround that has been underway for a few years,” according to Kelley.</p><p style=\"text-align: start;\">While he appreciates Etsy’s “unique” platform, he worries that “recent habitual buyer trends have waned somewhat,” and he’s “a bit concerned” about what discretionary spending patterns will look like moving into 2024.</p><p style=\"text-align: start;\">As for Wayfair, he applauded the company’s work to grow the online home-furnishings market, but he notes that there’s been some pressure on average order values as customers put more money toward services.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","BK4554":"元宇宙及AR概念","BK4178":"家庭装饰零售","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","ETSY":"Etsy, Inc.","BK4566":"资本集团","W":"Wayfair","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4535":"淡马锡持仓","BK4220":"综合零售","LU0149725797.USD":"汇丰美国股市经济规模基金","EBAY":"eBay","BK4559":"巴菲特持仓","BK4538":"云计算","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4579":"人工智能","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","BK4550":"红杉资本持仓","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4122":"互联网与直销零售","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4551":"寇图资本持仓","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","AMZN":"亚马逊","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4561":"索罗斯持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4548":"巴美列捷福持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2376484114","content_text":"Stifel analyst now bullish on Amazon shares but takes a cautious stance on shares of eBay, Etsy, WayfairAmazon shares are ahead 58% so far in 2023, but Stifel still sees room to run.Amazon.com Inc.’s stock can shoot some 30% higher, according to a Stifel analyst who just joined the bull camp.Stifel’s Mark Kelley initiated coverage of Amazon shares with a buy rating and $173 price target Monday, cheering the company’s immense scale in retail and the way it leveraged that size to build related businesses, like advertising.Amazon’s stock comes with various debates, but Kelley is upbeat about the company’s ability to positively surprise Wall Street. For one, he’s optimistic Amazon will deliver upside to operating-margin expectations, driven by advancements in its fulfillment efforts.The company recently moved to a regionalized fulfillment network from a national one, which “not only streamlines the network, but also makes same or next-day delivery more predictable, with more [stock-keeping units] currently offered with expedited shipping (same and next-day),” Kelley wrote.Amazon’s management has called out other improvements as well, suggesting to Kelley that the e-commerce giant ultimately can get its margin profile above where it was prior to the pandemic.Kelley also discussed the potential for upside in Amazon’s advertising business. “Amazon was a pioneer in what is now known as retail media (retailers becoming publishers and selling advertising on their apps and sites),” he noted, but now the company is expanding its advertising business, with plans to include some ads on Prime Video.“We also note that Amazon offers broader ad tech tools (demand side platform, etc.) and is now a Pinterest advertising partner,” he continued.Amazon shares have gained 58% so far this year, but Kelley sees an “attractive” valuation, with the stock trading at about 11 times consensus expectations for two-year forward adjusted earnings before interest, taxes, depreciation and amortization. He sees the current valuation profile as appealing given Amazon’s “growth trajectory and margin profile (which we expect to expand through 2025).”Kelley also began coverage of eBay Inc., Etsy Inc. and Wayfair Inc., establishing hold ratings on those three names.EBay “continues to make strides in its technology-enabled strategy and focus on higher-quality buyers, but we think it may take more time to see the benefits of the turnaround that has been underway for a few years,” according to Kelley.While he appreciates Etsy’s “unique” platform, he worries that “recent habitual buyer trends have waned somewhat,” and he’s “a bit concerned” about what discretionary spending patterns will look like moving into 2024.As for Wayfair, he applauded the company’s work to grow the online home-furnishings market, but he notes that there’s been some pressure on average order values as customers put more money toward services.","news_type":1},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":227497292173368,"gmtCreate":1696606274692,"gmtModify":1696606284422,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","listText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;","text":"[Claw] [Claw] [Claw]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/227497292173368","repostId":"1111354716","repostType":4,"repost":{"id":"1111354716","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":1696605967,"share":"https://ttm.financial/m/news/1111354716?lang=&edition=fundamental","pubTime":"2023-10-06 23:26","market":"us","language":"en","title":"US Stocks Turned up in Morning Trading; Nasdaq Gained Over 0.3%, Dow Jones Rose Over 0.2% While S&P 500 Climbed Over 0.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1111354716","media":"Tiger Newspress","summary":"US stocks turned up in morning trading; Nasdaq gained 0.31% while Dow Jones and S&P 500 rose 0.21% and 0.13% separately.","content":"<html><head></head><body><p>US stocks turned up in morning trading; Nasdaq gained 0.31% while Dow Jones and S&amp;P 500 rose 0.21% and 0.13% separately.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb80e12e5e1809ab1caf50960d39fc24\" tg-width=\"623\" tg-height=\"110\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Stocks Turned up in Morning Trading; Nasdaq Gained Over 0.3%, Dow Jones Rose Over 0.2% While S&P 500 Climbed Over 0.1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Stocks Turned up in Morning Trading; Nasdaq Gained Over 0.3%, Dow Jones Rose Over 0.2% While S&P 500 Climbed Over 0.1%\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\">2023-10-06 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US stocks turned up in morning trading; Nasdaq gained 0.31% while Dow Jones and S&amp;P 500 rose 0.21% and 0.13% separately.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb80e12e5e1809ab1caf50960d39fc24\" tg-width=\"623\" tg-height=\"110\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111354716","content_text":"US stocks turned up in morning trading; Nasdaq gained 0.31% while Dow Jones and S&P 500 rose 0.21% and 0.13% separately.","news_type":1},"isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214756525473896,"gmtCreate":1693467825378,"gmtModify":1693467829817,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"[Claw]&nbsp;","listText":"[Claw]&nbsp;","text":"[Claw]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214756525473896","repostId":"2363728740","repostType":4,"repost":{"id":"2363728740","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1693458563,"share":"https://ttm.financial/m/news/2363728740?lang=&edition=fundamental","pubTime":"2023-08-31 13:09","market":"us","language":"en","title":"What’s Ahead for Berkshire as Warren Buffett Turns 93","url":"https://stock-news.laohu8.com/highlight/detail?id=2363728740","media":"Dow Jones","summary":"There aren’t many people who turn 93 and have people wondering what’s next for them. But Warren Buffett, whose birthday is today, isn’t normal people.Berkshire Hathaway CEO Warren Buffett.Dubbed the “","content":"<html><head></head><body><p style=\"text-align: start;\">There aren’t many people who turn 93 and have people wondering what’s next for them. But Warren Buffett, whose birthday is today, isn’t normal people.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a938656fcb5feac2ec4dd0a3b535f8c\" alt=\"Berkshire Hathaway CEO Warren Buffett.\" title=\"Berkshire Hathaway CEO Warren Buffett.\" tg-width=\"639\" tg-height=\"426\"/><span>Berkshire Hathaway CEO Warren Buffett.</span></p><p style=\"text-align: start;\">Dubbed the “Oracle of Omaha” for his nearly six decades of money-gaining insights during his time as CEO of conglomerate Berkshire Hathaway (ticker: BRK. A, BRK.B), Buffett’s investment moves are still watched closely by Wall Street. </p><p>Shares of Berkshire Hathaway climbed to a record high earlier this month after reporting that operating earnings rose more than 6% to $10 billion in the second quarter—marking a new record. Meanwhile, Berkshire’s cash pile swelled to nearly $150 billion, up from $130.6 billion in the prior quarter as the firm pared back stock positions.</p><p>In prior periods, Wall Street has been frustrated with Berkshire’s cash largesse, hoping that Buffett would deploy capital into an acquisition—or perhaps a dividend.</p><p>But now cash is looking smart: Buffett revealed to CNBC earlier this month that he has been a consistent buyer of three- and six-month U.S. Treasury bills, which yield more than 5.5%.</p><p>He also shrugged off ratings agency Fitch downgrading U.S. debt in early August. “There are some things people shouldn’t worry about,” Buffett told CNBC at the time. “This is one.”</p><p>So great is the trust in Buffett that investors don’t seem to mind that Berkshire eased up on buybacks during the second quarter, repurchasing $1.4 billion worth of shares compared with $4.4 billion in the prior quarter, as the company’s stock climbed. </p><p>“Berkshire has always been respected for patience, they won’t spend more on repurchases than the perceived economic value,” Meyer Shields, managing director at Keefe, Bruyette &amp; Woods, told <em>Barron’s</em>. KBW has a Market Perform rating on shares and a $565,000 price target.</p><p style=\"text-align: start;\">Of course, the trust that has been afforded to Buffett and his co-pilot, 99-year-old Berkshire vice chairman Charlie Munger, is also something of a concern for the company. The firm has often been coy about succession—a challenge for corporate governance especially when the top two spots are held by nonagenarians. In 2021, Buffett revealed to CNBC that Greg Abel, Berkshire’s vice chairman of noninsurance operations, will succeed him, but details have still felt scant.</p><p style=\"text-align: start;\">“Buffett has had an unprecedented career,” Shields said, explaining how Wall Street may be okay with a lack of disclosure from him. “Buffett can get away with that, I don’t know if his successor could.”</p><p style=\"text-align: start;\">But, for now, Wall Street doesn’t want to think of that day.</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>What’s Ahead for Berkshire as Warren Buffett Turns 93</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\">\nWhat’s Ahead for Berkshire as Warren Buffett Turns 93\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-08-31 13:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">There aren’t many people who turn 93 and have people wondering what’s next for them. But Warren Buffett, whose birthday is today, isn’t normal people.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a938656fcb5feac2ec4dd0a3b535f8c\" alt=\"Berkshire Hathaway CEO Warren Buffett.\" title=\"Berkshire Hathaway CEO Warren Buffett.\" tg-width=\"639\" tg-height=\"426\"/><span>Berkshire Hathaway CEO Warren Buffett.</span></p><p style=\"text-align: start;\">Dubbed the “Oracle of Omaha” for his nearly six decades of money-gaining insights during his time as CEO of conglomerate Berkshire Hathaway (ticker: BRK. A, BRK.B), Buffett’s investment moves are still watched closely by Wall Street. </p><p>Shares of Berkshire Hathaway climbed to a record high earlier this month after reporting that operating earnings rose more than 6% to $10 billion in the second quarter—marking a new record. Meanwhile, Berkshire’s cash pile swelled to nearly $150 billion, up from $130.6 billion in the prior quarter as the firm pared back stock positions.</p><p>In prior periods, Wall Street has been frustrated with Berkshire’s cash largesse, hoping that Buffett would deploy capital into an acquisition—or perhaps a dividend.</p><p>But now cash is looking smart: Buffett revealed to CNBC earlier this month that he has been a consistent buyer of three- and six-month U.S. Treasury bills, which yield more than 5.5%.</p><p>He also shrugged off ratings agency Fitch downgrading U.S. debt in early August. “There are some things people shouldn’t worry about,” Buffett told CNBC at the time. “This is one.”</p><p>So great is the trust in Buffett that investors don’t seem to mind that Berkshire eased up on buybacks during the second quarter, repurchasing $1.4 billion worth of shares compared with $4.4 billion in the prior quarter, as the company’s stock climbed. </p><p>“Berkshire has always been respected for patience, they won’t spend more on repurchases than the perceived economic value,” Meyer Shields, managing director at Keefe, Bruyette &amp; Woods, told <em>Barron’s</em>. KBW has a Market Perform rating on shares and a $565,000 price target.</p><p style=\"text-align: start;\">Of course, the trust that has been afforded to Buffett and his co-pilot, 99-year-old Berkshire vice chairman Charlie Munger, is also something of a concern for the company. The firm has often been coy about succession—a challenge for corporate governance especially when the top two spots are held by nonagenarians. In 2021, Buffett revealed to CNBC that Greg Abel, Berkshire’s vice chairman of noninsurance operations, will succeed him, but details have still felt scant.</p><p style=\"text-align: start;\">“Buffett has had an unprecedented career,” Shields said, explaining how Wall Street may be okay with a lack of disclosure from him. “Buffett can get away with that, I don’t know if his successor could.”</p><p style=\"text-align: start;\">But, for now, Wall Street doesn’t want to think of that day.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0971096721.USD":"富达环球金融服务 A","BRK.A":"伯克希尔","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","BRK.B":"伯克希尔B","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4550":"红杉资本持仓","BK4588":"碎股","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0251142724.SGD":"Fidelity America A-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4176":"多领域控股","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD"},"source_url":"https://www.marketwatch.com/articles/warren-buffett-berkshire-hathaway-birthday-bd1bdf85?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363728740","content_text":"There aren’t many people who turn 93 and have people wondering what’s next for them. But Warren Buffett, whose birthday is today, isn’t normal people.Berkshire Hathaway CEO Warren Buffett.Dubbed the “Oracle of Omaha” for his nearly six decades of money-gaining insights during his time as CEO of conglomerate Berkshire Hathaway (ticker: BRK. A, BRK.B), Buffett’s investment moves are still watched closely by Wall Street. Shares of Berkshire Hathaway climbed to a record high earlier this month after reporting that operating earnings rose more than 6% to $10 billion in the second quarter—marking a new record. Meanwhile, Berkshire’s cash pile swelled to nearly $150 billion, up from $130.6 billion in the prior quarter as the firm pared back stock positions.In prior periods, Wall Street has been frustrated with Berkshire’s cash largesse, hoping that Buffett would deploy capital into an acquisition—or perhaps a dividend.But now cash is looking smart: Buffett revealed to CNBC earlier this month that he has been a consistent buyer of three- and six-month U.S. Treasury bills, which yield more than 5.5%.He also shrugged off ratings agency Fitch downgrading U.S. debt in early August. “There are some things people shouldn’t worry about,” Buffett told CNBC at the time. “This is one.”So great is the trust in Buffett that investors don’t seem to mind that Berkshire eased up on buybacks during the second quarter, repurchasing $1.4 billion worth of shares compared with $4.4 billion in the prior quarter, as the company’s stock climbed. “Berkshire has always been respected for patience, they won’t spend more on repurchases than the perceived economic value,” Meyer Shields, managing director at Keefe, Bruyette & Woods, told Barron’s. KBW has a Market Perform rating on shares and a $565,000 price target.Of course, the trust that has been afforded to Buffett and his co-pilot, 99-year-old Berkshire vice chairman Charlie Munger, is also something of a concern for the company. The firm has often been coy about succession—a challenge for corporate governance especially when the top two spots are held by nonagenarians. In 2021, Buffett revealed to CNBC that Greg Abel, Berkshire’s vice chairman of noninsurance operations, will succeed him, but details have still felt scant.“Buffett has had an unprecedented career,” Shields said, explaining how Wall Street may be okay with a lack of disclosure from him. “Buffett can get away with that, I don’t know if his successor could.”But, for now, Wall Street doesn’t want to think of that day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214756849483936,"gmtCreate":1693467761607,"gmtModify":1693467765603,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"[Applaud]&nbsp;[Applaud]&nbsp;[Applaud]&nbsp;","listText":"[Applaud]&nbsp;[Applaud]&nbsp;[Applaud]&nbsp;","text":"[Applaud] [Applaud] [Applaud]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214756849483936","repostId":"2363286639","repostType":4,"repost":{"id":"2363286639","pubTimestamp":1693460783,"share":"https://ttm.financial/m/news/2363286639?lang=&edition=fundamental","pubTime":"2023-08-31 13:46","market":"us","language":"en","title":"Here Are Warren Buffett’s Best Quotes From the Last 93 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2363286639","media":"Fortune","summary":"From ‘swimming naked’ to the ‘manic-depressive’ market to the billionaires whose inner jerk came out, here are Warren Buffett’s best quotes from the last 93 years","content":"<html><head></head><body><p style=\"text-align: start;\">It’s hard to understate Warren Buffett’s impact on the economy or on American business—Or on <em>Fortune</em>, for that matter<em>.</em> The magazine is just a few months older than the Oracle of Omaha himself, who turned 93 on August 30, and after a particularly impressive interview, he tapped former <em>Fortune </em>editor Carol Loomis to edit his annual Berkshire Hathaway shareholder letter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/271af6b947344216f61ae92222e4e6fd\" alt=\"Warren Buffett, the Sage of Omaha.\" title=\"Warren Buffett, the Sage of Omaha.\" tg-width=\"1440\" tg-height=\"1001\"/><span>Warren Buffett, the Sage of Omaha.</span></p><p>With his right-hand man Charlie Munger, the investing legend has led one of the world’s most profitable holding companies, Berkshire Hathaway, for almost 60 years, and become one of the world’s richest men in the process. Buffett has grown from a schoolboy with a penchant for entrepreneurship (he once sold chewing gum and Coca Cola door to door) to an investment salesman, stockbroker, securities analyst, and even a student of Dale Carnegie’s public speaking course. </p><p>But along the way, he’s been known for his alternately folksy and insightful quotes. He doesn’t have the nickname Sage of Omaha for no reason, after all. Take his most famous line: “only when the tide goes out do you discover who’s swimming naked.” It sums up financial wisdom back to the dawn of the modern age, as market bubbles form and, to paraphrase an older quote, fools rush in. Consider the crypto winter of 2022, a longtime target of Buffett and (more often) Munger. Lots of skinny-dipping was happening as the crypto market cap shrank from $3 trillion to a little over $1 trillion in just a few months.</p><p style=\"text-align: start;\">Buffett took control of Berkshire Hathaway, then a textile manufacturing company, in 1970, and has driven it to the seventh spot on the Fortune 500 list (and 14th globally), with revenue at just over $302 billion. As for his net worth, thanks to his decades of savvy investments, it stands at roughly $118 billion as of publication. </p><p style=\"text-align: start;\">While many hopeful investors and business moguls take any of the Nebraskan’s words as gospel, <em>Fortune </em>has rounded up a handful of the Oracle’s sagest wisdom and quotes from over the years. </p><h2 id=\"id_964547387\" style=\"text-align: start;\">On investing:</h2><p style=\"text-align: start;\">“The first rule of an investment is don’t lose (money). And the second rule of an investment is don’t forget the first rule. And that’s all the rules there are.”</p><p style=\"text-align: start;\">“Price is what you pay. Value is what you get.”</p><p style=\"text-align: start;\">“Remember that the stock market is a manic depressive.”</p><p style=\"text-align: start;\">“Beware the investment activity that produces applause; the great moves are usually greeted by yawns.”</p><p style=\"text-align: start;\">“Risk comes from not knowing what you are doing. Never invest in a business you cannot understand.”</p><p style=\"text-align: start;\">“Someone’s sitting in the shade today because someone planted a tree a long time ago.”</p><p style=\"text-align: start;\">“There is nothing wrong with a ‘know nothing’ investor who realizes it. The problem is when you are a ‘know nothing’ investor, but you think you know something.”</p><p style=\"text-align: start;\">“A simple rule dictates my buying: Be fearful when others are greedy and greedy when others are fearful.”</p><h2 id=\"id_1441096863\" style=\"text-align: start;\">On life and relationships:</h2><p style=\"text-align: start;\">“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.”</p><p style=\"text-align: start;\">“Should you find yourself in a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks.”</p><p style=\"text-align: start;\">“By far the best investment you can make is in yourself.” </p><p style=\"text-align: start;\">“Being given unconditional love is the greatest benefit you can ever get.”</p><p style=\"text-align: start;\">“Lose money for the firm, and I will be understanding. Lose a shred of reputation for the firm, and I will be ruthless.”</p><p style=\"text-align: start;\">“What we learn from history is that people don’t learn from history.”</p><p style=\"text-align: start;\">“Of the billionaires I have known, money just brings out the basic traits in them. If they were jerks before they had money, they are simply jerks with a billion dollars.”</p><p style=\"text-align: start;\">“You only have to do a very few things right in your life so long as you don’t do too many things wrong.”</p><p style=\"text-align: start;\">“Time is the friend of the wonderful company, the enemy of the mediocre.”</p><p style=\"text-align: start;\">“You want to associate with people who are the kind of person you’d like to be. You’ll move in that direction. And the most important person by far in that respect is your spouse. Marry the right person. I’m serious about that. It will make [a bigger] difference in your life. It will change your aspirations, all kinds of things.”</p><p style=\"text-align: start;\">“If you get to my age in life and nobody thinks well of you, I don’t care how big your bank account is, your life is a disaster.”</p><h2 id=\"id_3424548160\" style=\"text-align: start;\">On playing cards—and going to prison:</h2><p style=\"text-align: start;\">“Bridge is such a sensational game that I wouldn’t mind being in jail if I had three cellmates who were decent players and who were willing to keep the game going twenty-four hours a day.”</p></body></html>","source":"lsy1618285953446","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Are Warren Buffett’s Best Quotes From the Last 93 Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Are Warren Buffett’s Best Quotes From the Last 93 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-31 13:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://fortune.com/2023/08/30/warren-buffett-best-quotes-93-birthday-august-30-swimming-naked/><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s hard to understate Warren Buffett’s impact on the economy or on American business—Or on Fortune, for that matter. The magazine is just a few months older than the Oracle of Omaha himself, who ...</p>\n\n<a href=\"https://fortune.com/2023/08/30/warren-buffett-best-quotes-93-birthday-august-30-swimming-naked/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4581":"高盛持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4550":"红杉资本持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4176":"多领域控股","BK4534":"瑞士信贷持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BRK.A":"伯克希尔","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BRK.B":"伯克希尔B","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4585":"ETF&股票定投概念","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0971096721.USD":"富达环球金融服务 A","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0251142724.SGD":"Fidelity America A-SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4588":"碎股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC"},"source_url":"https://fortune.com/2023/08/30/warren-buffett-best-quotes-93-birthday-august-30-swimming-naked/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363286639","content_text":"It’s hard to understate Warren Buffett’s impact on the economy or on American business—Or on Fortune, for that matter. The magazine is just a few months older than the Oracle of Omaha himself, who turned 93 on August 30, and after a particularly impressive interview, he tapped former Fortune editor Carol Loomis to edit his annual Berkshire Hathaway shareholder letter.Warren Buffett, the Sage of Omaha.With his right-hand man Charlie Munger, the investing legend has led one of the world’s most profitable holding companies, Berkshire Hathaway, for almost 60 years, and become one of the world’s richest men in the process. Buffett has grown from a schoolboy with a penchant for entrepreneurship (he once sold chewing gum and Coca Cola door to door) to an investment salesman, stockbroker, securities analyst, and even a student of Dale Carnegie’s public speaking course. But along the way, he’s been known for his alternately folksy and insightful quotes. He doesn’t have the nickname Sage of Omaha for no reason, after all. Take his most famous line: “only when the tide goes out do you discover who’s swimming naked.” It sums up financial wisdom back to the dawn of the modern age, as market bubbles form and, to paraphrase an older quote, fools rush in. Consider the crypto winter of 2022, a longtime target of Buffett and (more often) Munger. Lots of skinny-dipping was happening as the crypto market cap shrank from $3 trillion to a little over $1 trillion in just a few months.Buffett took control of Berkshire Hathaway, then a textile manufacturing company, in 1970, and has driven it to the seventh spot on the Fortune 500 list (and 14th globally), with revenue at just over $302 billion. As for his net worth, thanks to his decades of savvy investments, it stands at roughly $118 billion as of publication. While many hopeful investors and business moguls take any of the Nebraskan’s words as gospel, Fortune has rounded up a handful of the Oracle’s sagest wisdom and quotes from over the years. On investing:“The first rule of an investment is don’t lose (money). And the second rule of an investment is don’t forget the first rule. And that’s all the rules there are.”“Price is what you pay. Value is what you get.”“Remember that the stock market is a manic depressive.”“Beware the investment activity that produces applause; the great moves are usually greeted by yawns.”“Risk comes from not knowing what you are doing. Never invest in a business you cannot understand.”“Someone’s sitting in the shade today because someone planted a tree a long time ago.”“There is nothing wrong with a ‘know nothing’ investor who realizes it. The problem is when you are a ‘know nothing’ investor, but you think you know something.”“A simple rule dictates my buying: Be fearful when others are greedy and greedy when others are fearful.”On life and relationships:“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.”“Should you find yourself in a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks.”“By far the best investment you can make is in yourself.” “Being given unconditional love is the greatest benefit you can ever get.”“Lose money for the firm, and I will be understanding. Lose a shred of reputation for the firm, and I will be ruthless.”“What we learn from history is that people don’t learn from history.”“Of the billionaires I have known, money just brings out the basic traits in them. If they were jerks before they had money, they are simply jerks with a billion dollars.”“You only have to do a very few things right in your life so long as you don’t do too many things wrong.”“Time is the friend of the wonderful company, the enemy of the mediocre.”“You want to associate with people who are the kind of person you’d like to be. You’ll move in that direction. And the most important person by far in that respect is your spouse. Marry the right person. I’m serious about that. It will make [a bigger] difference in your life. It will change your aspirations, all kinds of things.”“If you get to my age in life and nobody thinks well of you, I don’t care how big your bank account is, your life is a disaster.”On playing cards—and going to prison:“Bridge is such a sensational game that I wouldn’t mind being in jail if I had three cellmates who were decent players and who were willing to keep the game going twenty-four hours a day.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190101725864184,"gmtCreate":1687437279872,"gmtModify":1687437283194,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190101725864184","repostId":"1150488641","repostType":4,"repost":{"id":"1150488641","pubTimestamp":1687447634,"share":"https://ttm.financial/m/news/1150488641?lang=&edition=fundamental","pubTime":"2023-06-22 23:27","market":"us","language":"en","title":"7 Stocks to Sell Immediately Before the Bubble Bursts","url":"https://stock-news.laohu8.com/highlight/detail?id=1150488641","media":"InvestorPlace","summary":"Deciding on which stocks to sell before a bubble burst depends on first defining where bubbles exist","content":"<html><head></head><body><p>Deciding on which stocks to sell before a bubble burst depends on first defining where bubbles exist. That’s difficult to predict as the U.S. economy continues to confound even the best economic minds. That’s not to say there aren’t high-risk bubble stocks to sell. There are. In fact, despite positive signs, bubbles continue to exist everywhere. Macroeconomic factors suggest the U.S. economy is not healthy overall. U.S. debt remains sky-high at the government level. The deficit is growing and recent theatrics in Congress haven’t changed anything for the better. In addition, bubbles extend to credit card debt, car loan debt, student loan debt, the housing market, the commercial real estate market, and tech stocks that have propped up a surging stock market. A severe recession remains entirely possible. Whether that occurs or not it makes sense to drop riskier stocks currently. </p><h2 style=\"text-align: start;\">High-Risk Bubble Stocks: Wells Fargo (WFC)</h2><p>Investors should seriously consider dropping <strong>Wells Fargo</strong> (NYSE:<strong><u>WFC</u></strong>). Trust in banks has taken a hit in 2023. Among big banks, only <strong>JPMorgan Chase</strong> (NYSE:<strong><u>JPM</u></strong>) has been spared in 2023. That’s largely due to its size and the leading role it played when regional banks collapsed months earlier. </p><p style=\"text-align: start;\">The point here is that Wells Fargo was already suffering a lack of trust prior to the most recent meltdown. The company already got caught for creating fake accounts in order to make its operations appear stronger than they were. It’s a wild and concerning thing to do for any bank, especially one of the largest in the U.S. The bank was trying to put that scandal behind it. It clearly did a poor job as it recently was fined $1 billion for overstating its progress in cleaning up that scandal. </p><p style=\"text-align: start;\">I believe it’s fair to state that Wells Fargo is not a trustworthy bank at this point. Given that you shouldn’t inherently trust banks overall, that’s probably saying something. Again, consider Wells Fargo a high-risk bubble stock to sell now.</p><h2 style=\"text-align: start;\">High-Risk Bubble Stocks: Regions Financial (RF)</h2><p><strong>Regions Financial</strong> (NYSE:<strong><u>RF</u></strong>) is a regional bank and stock that offers a catch-22 in terms of investing. It’s also another high-risk bubble stock to sell. The company appears to be doing well based on its first-quarter results. Earnings are up, revenues increased by 22%, and it seems to be heading toward a better place. That’s the magic of increased interest rates that increase net interest income. </p><p style=\"text-align: start;\">Regions Financial serves the southeast, deep south, and midwest. But it is most concentrated across Tennessee, Mississippi, Alabama, Georgia, and Florida. Florida, Mississippi, Alabama, and Georgia all happen to be among the states that struggle the most with credit card debt. So, with credit card debt above $1 trillion and a clear bubble at hand, Regions Financial is at risk. </p><p style=\"text-align: start;\">Commercial real estate and mortgage loans make up roughly one-third of its outstanding loans. Those are bubbles of their own. The overall picture for RF stock is a high-risk bank exposed to serious bubbles that continue to brew.  </p><h2 style=\"text-align: start;\">High-Risk Bubble Stocks: SoFi Technologies (SOFI)</h2><p>The clearest reason to sell<strong> SoFi Technologies</strong> (NASDAQ:<strong><u>SOFI</u></strong>) stock today is simply that it has gotten too hot, too quickly. The stock was one of the big winners to emerge from the debt ceiling deal. That deal set a clear date for the resumption of federal student loan payments. SoFi Technologies, which holds significant student loans, is a clear beneficiary of the deal then. </p><p style=\"text-align: start;\">Share prices basically doubled due to the discussions and deal. So, investors should sell it in order to simply capture their profit. But that’s not really why I’m bearish on SOFI stock. Instead, I believe that SoFi Technologies now suffers from the real risk that the restart of repayments won’t be as strong as analysts believe. </p><p style=\"text-align: start;\">There’s a very real risk that strained student loan holders will default in record numbers in the coming months. They were already defaulting at record rates prior to the pause. They have less money now than they did then so it only makes sense that things are going t get worse. </p><h2 style=\"text-align: start;\">Vornado Realty Trust (VNO)</h2><p>I’ve written about<strong> Vornado Realty Trust </strong>(NYSE:<strong><u>VNO</u></strong>) as a stock to avoid several times recently. I continue to believe it should be avoided today. The commercial real estate firm is heavily concentrated across office spaces in New York, Chicago, and San Francisco. It should be high on any list of commercial real estate bubble stocks. Vornado Realty Trust has postponed dividend payments until the end of 2023. REIT stocks use high-yield dividends to lure investors. When they pay things are great. It was paying a very high 11%. That income now no longer exists. </p><p style=\"text-align: start;\">In the first quarter, Vornado’s net income was five-fold. San Francisco has recently been in the headlines as hotels close after failing to make payments. Cracks are emerging in the commercial real estate sector. Vornado’s markets also suffer from being in geographies in which workers have much more sway. Return-to-office mandates aren’t going to go over well in San Francisco, New York, and Chicago. It all spells continued trouble and bigger losses. </p><h2 style=\"text-align: start;\">Nvidia (NVDA)</h2><p>If there is a single tech stock at the most risk, <strong>Nvidia</strong> (NASDAQ:<strong><u>NVDA</u></strong>) has to be it. The emergence of AI has catalyzed a recent surge across the tech industry. That surge has been powerful enough to raise markets overall, accounting for a great percentage of overall market gains of late. </p><p style=\"text-align: start;\">Nvidia’s chips have emerged to be a keystone to the generative AI progress that promises to rapidly increase productivity and revenues along with it. The firm’s huge Q1 earnings release and second-quarter guidance took it from a potential AI champion to the clear winner. </p><p style=\"text-align: start;\">Concerns of an AI bubble cropped up as soon as earnings were released. They died down and NVDA shares jumped higher again. </p><p style=\"text-align: start;\">I’m not saying investors should dump Nvidia now. I have no way to accurately say it’s going to cool off. Honestly, I thought it would stay at $390 but I was wrong. It’s now at $430. Yet, more and more bears are emerging drawing comparisons between AI and the Dot com bubble. It’s almost moot to say take profits now. I’m sure most readers will have done that if they’ve been lucky enough to buy it months ago. Yet, it’s fair to warn that buying in now is clearly risky. </p><h2 style=\"text-align: start;\">Armour Residential REIT (ARR)</h2><p><strong>Armour Residential REIT’s</strong> (NYSE:<strong><u>ARR</u></strong>) price chart tells investors a great deal about the stock. Inflation concerns that cropped up in late 2021 and culminated in rate hikes beginning in March of 2022 correlate nicely with its arc. </p><p style=\"text-align: start;\">Share prices have more than halved since then. Funnily enough, the company was arguably doing worse prior to Fed rate hikes. Its net loss in the first quarter of 2022 totaled $66.43 million. It narrowed to $34.35 million in the first quarter of this year. That was mostly on account of securities trading discrepancies during those two respective periods. </p><p style=\"text-align: start;\">Net interest income dropped by a factor of three. That means interest rate increases are hurting the firm.  What’s particularly troublesome is that the company almost brags about raising $181 million in capital by issuing 30 million new shares in the first quarter. There are only 190 million in total. That should be dilutive. The dividend yielding 18.4% is a siren song that investors should avoid. Vornado Realty Trust, just above, should tell investors all they need to know in that regard. </p><h2 style=\"text-align: start;\">UBS Group (UBS)</h2><p><strong>UBS Group</strong> (NYSE:<strong><u>UBS</u></strong>) emerged as a winner as U.S. regional bank meltdown contagion spread to Europe and claimed <strong>Credit Suisse</strong>. UBS was forced to save Credit Suisse by regulators. It initially bristled at the prospect of doing so but the result is that there is no one single European money manager for the global elite. </p><p style=\"text-align: start;\">The forced merger will result in tens of thousands of jobs lost as UBS sheds Credit Suisse employees in the aftermath. As sympathetic as I am to them, that’s no reason to suggest it’s time to sell UBS. Frankly, it should benefit share prices due to the implied increase in efficiency. </p><p style=\"text-align: start;\">The reason is that it isn’t a well-run bank despite its association with the global elite and a previously untouchable Swiss banking sector. Multiple financial metrics indicate real distress. In particular, UBS’ equity-to-asset ratio is very weak. The lower the ratio, the more likely a bank is to be reliant on debt financing. UBS’ ratio is worse than 9 out of 10 banks. Further, it simply doesn’t create value as revealed by a return on investment of 0%.  </p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks to Sell Immediately Before the Bubble Bursts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Stocks to Sell Immediately Before the Bubble Bursts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-22 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/06/7-stocks-to-sell-immediately-before-the-bubble-bursts-high-risk-bubble-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Deciding on which stocks to sell before a bubble burst depends on first defining where bubbles exist. That’s difficult to predict as the U.S. economy continues to confound even the best economic minds...</p>\n\n<a href=\"https://investorplace.com/2023/06/7-stocks-to-sell-immediately-before-the-bubble-bursts-high-risk-bubble-stocks/\">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","RF":"地区金融","VNO":"沃那多房信","UBS":"瑞银","ARR":"ARMOUR住宅房地产公司","WFC":"富国银行","SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2023/06/7-stocks-to-sell-immediately-before-the-bubble-bursts-high-risk-bubble-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150488641","content_text":"Deciding on which stocks to sell before a bubble burst depends on first defining where bubbles exist. That’s difficult to predict as the U.S. economy continues to confound even the best economic minds. That’s not to say there aren’t high-risk bubble stocks to sell. There are. In fact, despite positive signs, bubbles continue to exist everywhere. Macroeconomic factors suggest the U.S. economy is not healthy overall. U.S. debt remains sky-high at the government level. The deficit is growing and recent theatrics in Congress haven’t changed anything for the better. In addition, bubbles extend to credit card debt, car loan debt, student loan debt, the housing market, the commercial real estate market, and tech stocks that have propped up a surging stock market. A severe recession remains entirely possible. Whether that occurs or not it makes sense to drop riskier stocks currently. High-Risk Bubble Stocks: Wells Fargo (WFC)Investors should seriously consider dropping Wells Fargo (NYSE:WFC). Trust in banks has taken a hit in 2023. Among big banks, only JPMorgan Chase (NYSE:JPM) has been spared in 2023. That’s largely due to its size and the leading role it played when regional banks collapsed months earlier. The point here is that Wells Fargo was already suffering a lack of trust prior to the most recent meltdown. The company already got caught for creating fake accounts in order to make its operations appear stronger than they were. It’s a wild and concerning thing to do for any bank, especially one of the largest in the U.S. The bank was trying to put that scandal behind it. It clearly did a poor job as it recently was fined $1 billion for overstating its progress in cleaning up that scandal. I believe it’s fair to state that Wells Fargo is not a trustworthy bank at this point. Given that you shouldn’t inherently trust banks overall, that’s probably saying something. Again, consider Wells Fargo a high-risk bubble stock to sell now.High-Risk Bubble Stocks: Regions Financial (RF)Regions Financial (NYSE:RF) is a regional bank and stock that offers a catch-22 in terms of investing. It’s also another high-risk bubble stock to sell. The company appears to be doing well based on its first-quarter results. Earnings are up, revenues increased by 22%, and it seems to be heading toward a better place. That’s the magic of increased interest rates that increase net interest income. Regions Financial serves the southeast, deep south, and midwest. But it is most concentrated across Tennessee, Mississippi, Alabama, Georgia, and Florida. Florida, Mississippi, Alabama, and Georgia all happen to be among the states that struggle the most with credit card debt. So, with credit card debt above $1 trillion and a clear bubble at hand, Regions Financial is at risk. Commercial real estate and mortgage loans make up roughly one-third of its outstanding loans. Those are bubbles of their own. The overall picture for RF stock is a high-risk bank exposed to serious bubbles that continue to brew.  High-Risk Bubble Stocks: SoFi Technologies (SOFI)The clearest reason to sell SoFi Technologies (NASDAQ:SOFI) stock today is simply that it has gotten too hot, too quickly. The stock was one of the big winners to emerge from the debt ceiling deal. That deal set a clear date for the resumption of federal student loan payments. SoFi Technologies, which holds significant student loans, is a clear beneficiary of the deal then. Share prices basically doubled due to the discussions and deal. So, investors should sell it in order to simply capture their profit. But that’s not really why I’m bearish on SOFI stock. Instead, I believe that SoFi Technologies now suffers from the real risk that the restart of repayments won’t be as strong as analysts believe. There’s a very real risk that strained student loan holders will default in record numbers in the coming months. They were already defaulting at record rates prior to the pause. They have less money now than they did then so it only makes sense that things are going t get worse. Vornado Realty Trust (VNO)I’ve written about Vornado Realty Trust (NYSE:VNO) as a stock to avoid several times recently. I continue to believe it should be avoided today. The commercial real estate firm is heavily concentrated across office spaces in New York, Chicago, and San Francisco. It should be high on any list of commercial real estate bubble stocks. Vornado Realty Trust has postponed dividend payments until the end of 2023. REIT stocks use high-yield dividends to lure investors. When they pay things are great. It was paying a very high 11%. That income now no longer exists. In the first quarter, Vornado’s net income was five-fold. San Francisco has recently been in the headlines as hotels close after failing to make payments. Cracks are emerging in the commercial real estate sector. Vornado’s markets also suffer from being in geographies in which workers have much more sway. Return-to-office mandates aren’t going to go over well in San Francisco, New York, and Chicago. It all spells continued trouble and bigger losses. Nvidia (NVDA)If there is a single tech stock at the most risk, Nvidia (NASDAQ:NVDA) has to be it. The emergence of AI has catalyzed a recent surge across the tech industry. That surge has been powerful enough to raise markets overall, accounting for a great percentage of overall market gains of late. Nvidia’s chips have emerged to be a keystone to the generative AI progress that promises to rapidly increase productivity and revenues along with it. The firm’s huge Q1 earnings release and second-quarter guidance took it from a potential AI champion to the clear winner. Concerns of an AI bubble cropped up as soon as earnings were released. They died down and NVDA shares jumped higher again. I’m not saying investors should dump Nvidia now. I have no way to accurately say it’s going to cool off. Honestly, I thought it would stay at $390 but I was wrong. It’s now at $430. Yet, more and more bears are emerging drawing comparisons between AI and the Dot com bubble. It’s almost moot to say take profits now. I’m sure most readers will have done that if they’ve been lucky enough to buy it months ago. Yet, it’s fair to warn that buying in now is clearly risky. Armour Residential REIT (ARR)Armour Residential REIT’s (NYSE:ARR) price chart tells investors a great deal about the stock. Inflation concerns that cropped up in late 2021 and culminated in rate hikes beginning in March of 2022 correlate nicely with its arc. Share prices have more than halved since then. Funnily enough, the company was arguably doing worse prior to Fed rate hikes. Its net loss in the first quarter of 2022 totaled $66.43 million. It narrowed to $34.35 million in the first quarter of this year. That was mostly on account of securities trading discrepancies during those two respective periods. Net interest income dropped by a factor of three. That means interest rate increases are hurting the firm.  What’s particularly troublesome is that the company almost brags about raising $181 million in capital by issuing 30 million new shares in the first quarter. There are only 190 million in total. That should be dilutive. The dividend yielding 18.4% is a siren song that investors should avoid. Vornado Realty Trust, just above, should tell investors all they need to know in that regard. UBS Group (UBS)UBS Group (NYSE:UBS) emerged as a winner as U.S. regional bank meltdown contagion spread to Europe and claimed Credit Suisse. UBS was forced to save Credit Suisse by regulators. It initially bristled at the prospect of doing so but the result is that there is no one single European money manager for the global elite. The forced merger will result in tens of thousands of jobs lost as UBS sheds Credit Suisse employees in the aftermath. As sympathetic as I am to them, that’s no reason to suggest it’s time to sell UBS. Frankly, it should benefit share prices due to the implied increase in efficiency. The reason is that it isn’t a well-run bank despite its association with the global elite and a previously untouchable Swiss banking sector. Multiple financial metrics indicate real distress. In particular, UBS’ equity-to-asset ratio is very weak. The lower the ratio, the more likely a bank is to be reliant on debt financing. UBS’ ratio is worse than 9 out of 10 banks. Further, it simply doesn’t create value as revealed by a return on investment of 0%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943780102,"gmtCreate":1679717397006,"gmtModify":1679717400684,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943780102","repostId":"2321209113","repostType":4,"repost":{"id":"2321209113","pubTimestamp":1679702156,"share":"https://ttm.financial/m/news/2321209113?lang=&edition=fundamental","pubTime":"2023-03-25 07:55","market":"us","language":"en","title":"7 Value Stocks That Pay Monthly Dividends","url":"https://stock-news.laohu8.com/highlight/detail?id=2321209113","media":"InvestorPlace","summary":"Broadmark Realty Capital (BRMK): Broadmark offers decent stability and high yield.Fortitude Gold (FT","content":"<html><head></head><body><ul><li><b>Broadmark Realty Capital</b> (<b>BRMK</b>): Broadmark offers decent stability and high yield.</li><li><b>Fortitude Gold</b> (<b>FTCO</b>): Fortitute Gold benefits from societal concerns over the economy.</li><li><b>Realty Income</b> (<b>O</b>): Realty Income has a long history of dividend increases.</li><li>Continue reading for the complete list of value stocks that pay monthly dividends!</li></ul><p><img src=\"https://static.tigerbbs.com/abc2324329c37cf7dc196f1116b3b485\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Dmitry Lobanov/Shutterstock.com</p><p>While fundamentally discounted ideas tend to generate plenty of attention, the holy grail in the equities sector could be value stocks that pay monthly dividends. Here, you get exposure to businesses that could see their valuation appreciate. And while you’re waiting for that to develop, you can collect passive income 12 times out of the year.</p><p>Largely, value stocks that pay monthly dividends benefit from the convenience angle. Most companies pay dividends on a quarterly basis. However, our bills typically come in every month. Therefore, to really enjoy passive income from the capital markets, a monthly-paying investment would be ideal.</p><p>Of course, the greater the rewards, the higher the risk. With value stocks that pay monthly dividends, these enterprises stand on shaky ground due to present economic factors. However, if that doesn’t bother you, these ideas might fit the bill.</p><table border=\"1\"><tbody><tr><td><b>BRMK</b></td><td>Broadmark Realty</td><td>$4.36</td></tr><tr><td><b>FTCO</b></td><td>Fortitude Gold</td><td>$6.98</td></tr><tr><td><b>O</b></td><td>Realty Income</td><td>$59.68</td></tr><tr><td><b>EPR</b></td><td>EPR Properties</td><td>$34.67</td></tr><tr><td><b>APLE</b></td><td>Apple Hospitality REIT</td><td>$14.09</td></tr><tr><td><b>ADC</b></td><td>Agree Realty</td><td>$65.38</td></tr><tr><td><b>EFC</b></td><td>Ellington Financial</td><td>$11.16</td></tr></tbody></table><h2></h2><h2>Broadmark Realty Capital (BRMK)</h2><p><img src=\"https://static.tigerbbs.com/0ca2e6072a7e861fd90079624ea1075c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: jittawit21/Shutterstock.com</p><p>Headquartered in Seattle, Washington, <b>Broadmarket Realty Capital</b> (NYSE:<b>BRMK</b>) is a real estate finance company that invests in opportunities throughout the small to middle markets. It’s one of the smaller enterprises, carrying a market capitalization of $581 million. Since the start of the year, BRMK gained nearly 21% of its equity value. However, in the past 365 days, it dropped almost 48% in equity value.</p><p>Financially, Broadmark benefits from a decently stable balance sheet. For instance, its cash-to-debt ratio is 0.52 times, outpacing 86.54% of publicly traded real estate investment trusts (REITs). Also, its Altman Z-Score is 3.35, indicating a low risk of bankruptcy. Significantly, the market prices BRMK at a book value of 0.63 times. In contrast, the sector median is 0.79 times.</p><p>Regarding passive income, Broadmark carries a forward yield of 9.52%. As well, its payout ratio pings at 65.63%, which isn’t horrific for value stocks that pay monthly dividends. For those that don’t mind accepting some risk, BRMK could rank among the better ideas in this category.</p><h2>Fortitude Gold (FTCO)</h2><p><img src=\"https://static.tigerbbs.com/4df5b7905b532429090a3eafb1b86a79\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shutterstock</p><p>Based in Colorado Springs, Colorado, <b>Fortitude Gold</b> (OTCMKTS:<b>FTCO</b>) is a gold producer targeting projects with low operating costs, strong returns on capital, and high margins. Generally, precious metal firms present considerable dangers. However, contrarians may want to put FTCO on their radar of value stocks that pay monthly dividends. Fundamentally, gold has jumped higher based on the fear trade.</p><p>In terms of receiving a market deal, the market prices FTCO at 5.68 times the operating cash flow. As a discount to the metric, Fortitude ranks better than 62.16% of the competition. Also, the company features an enterprise value to EBITDA ratio of 3.75. In contrast, the sector median is 7.49 times.</p><p>Notably, Fortitude features an Altman Z-Score of 8, reflecting high fiscal stability and low bankruptcy risk. Also, it’s incredibly profitable with a net margin of 19.74%. For passive income, Fortitude features a dividend yield of 7.02%. Its payout ratio is a bit high at 77.1%, though not exceedingly awful for companies in this category.</p><h2>Realty Income (O)</h2><p><img src=\"https://static.tigerbbs.com/dad0e899adff123d698facd58bb23f3c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: yanatul / Shutterstock.com</p><p>Headquartered in San Diego, California, <b>Realty Income</b> (NYSE:<b>O</b>) is a REIT that invests in free-standing, single-tenant commercial properties in the U.S., Spain, and the U.K. Currently, the company commands a market cap of slightly over $39 billion. So far this year, O shares slipped nearly 7%. In the trailing year, it’s down more than 11% as financial woes hit the consumer economy.</p><p>Still, for daring contrarians, it could be an interesting pickup for value stocks that pay monthly dividends. Specifically, the market prices O at 1.14 times discounted cash flow (DCF). In contrast, the sector median stands at 1.36 times. Therefore, Realty Income ranks better than 60.61% for this metric (compared to other REITs). Operationally, the company benefits from a three-year revenue growth rate of 5.1%, outpacing 69.5% of its peers. Also, its gross margin comes in at a whopping 93.23%.</p><p>For passive income, Realty’s forward yield pings at 5.15%. Its payout ratio presently stands at 214.16%. However, it does enjoy 30 years of consecutive dividend increases, a status it won’t give up on easily.</p><h2>EPR Properties (EPR)</h2><p><img src=\"https://static.tigerbbs.com/33e5fb0e97755ebb33eb42994da4e031\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shutterstock</p><p>Based in Kansas City, Missouri, <b>EPR Properties</b> (NYSE:<b>EPR</b>) is a REIT that focuses on entertainment-related properties. These include amusement parks, movie theaters, and ski resorts, among other categories. Thanks to the fading Covid-19 crisis, EPR gained relevancy from a narrative perspective. However, this year has been a tough one, with shares dipping 6%. As well, in the past 365 days, they slipped 34%.</p><p>Thus, to be completely transparent, EPR represents a higher-risk name among value stocks that pay monthly dividends. That said, it does bring in value. For instance, the market prices EPR at a trailing sales multiple of 3.95. In contrast, the sector median pings at 6.75. Per Gurufocus, EPR provides better value than 69.49% of REITs.  In addition, EPR trades at 0.48 times the projected free cash flow (<b>FCF</b>). Here, the company ranks better than 68% of the competition.</p><p>Turning to passive income, the REIT offers a forward yield of 9.53%. However, prospective investors should realize that its payout ratio is elevated at 131.27%.</p><h2>Apple Hospitality REIT (APLE)</h2><p><img src=\"https://static.tigerbbs.com/2eb6bfbe119c71c36ba0d7b342f9e839\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shutterstock</p><p>Calling Richmond, Virginia home, <b>Apple Hospitality REIT</b> (NYSE:<b>APLE</b>) owns one of the largest and most diverse portfolios of upscale, rooms-focused hotels in the U.S. Per its website, the company’s portfolio consists of 220 hotels with approximately 29,000 guest rooms located in 87 markets throughout 37 states. While the revenge travel phenomenon fundamentally bolsters Apple Hospitality, its market performance has been left wanting.</p><p>Since the start of the new year, APLE slipped by 9%. Still, contrarian investors of value stocks that pay monthly dividends may want to throw some gambling funds at it. Specifically, the market prices APLE at a trailing sales multiple of 2.67. As a discount to revenue, Apple Hospitality ranks better than 83% of the competition. It’s also worth pointing out that APLE trades at 10.81 times FCF. Here, the underlying enterprise ranks better than 61.49% of its rivals.</p><p>For passive income, Apple commands a forward yield of 6.79%. However, interested buyers should note that its payout ratio stands at 106.08%.</p><h2>Agree Realty (ADC)</h2><p><img src=\"https://static.tigerbbs.com/afcc352d5846ddfc9876c61bf2d9d619\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shutterstock</p><p>Headquartered in Farmington Hills, Michigan, <b>Agree Realty</b> (NYSE:<b>ADC</b>) bills itself as a leader in the acquisition and development of properties net leased to the foremost retailers in the U.S. While such a business profile delivers relevance, it’s also risky under present circumstances. For example, since the January opener, ADC gave up 8% of its equity value. Still, in the trailing year, it’s up a bit over 1%.</p><p>If you want to venture into adventurous value stocks that pay monthly dividends, ADC could be up your alley. Currently, the market prices ADC at 1.01 times discounted cash flow (DCF). In contrast, the sector median stat comes in at 1.36 times. Therefore, Agree ranks better than 68.18% of the competition for this metric. Operationally as well, the REIT delivers some intriguing figures. Its three-year revenue growth rate stands at 6.1%. During the same period, its FCF growth pings at 14.2%. Both stats rank in the upper half among REITs.</p><p>Finally, Agree carries a forward yield of 4.43%. However, the payout ratio stands at 161.79%, warranting a cautious approach.</p><h2>Ellington Financial (EFC)</h2><p><img src=\"https://static.tigerbbs.com/97491dbcda10e160cebbab95245dffbc\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shutterstock</p><p>Hailing from Old Greenwich, Connecticut, <b>Ellington Financial</b> (NYSE:<b>EFC</b>) acquires and manages mortgage-related, consumer-related, and corporate-related financial assets. I’m just going to borrow the language straight from the company’s website. Primarily, the rising interest rate environment represents a major risk factor for Ellington. Not surprisingly, in the past 365 days, EFC gave up nearly 37% of equity value.</p><p>Fundamentally, Ellington in my opinion is only appropriate for speculators. However, if that suits your style, EFC could be one of the viable value stocks that pay monthly dividends. Specifically, the market prices EFC at a forward multiple of 5.78. As a discount to projected earnings, the company ranks better than 91.73% of sector peers. Admittedly, though, that’s where much of the good news ends. Mainly, Ellington suffers from a shaky balance sheet. As well, its three-year revenue growth rate slipped to 35.3% below parity.</p><p>Again, if you want to take the risk (for the record, I don’t), Ellington offers a forward yield of 16.06%. However, its payout ratio is 96.71%.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Value Stocks That Pay Monthly Dividends</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Value Stocks That Pay Monthly Dividends\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-25 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/7-value-stocks-that-pay-monthly-dividends/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Broadmark Realty Capital (BRMK): Broadmark offers decent stability and high yield.Fortitude Gold (FTCO): Fortitute Gold benefits from societal concerns over the economy.Realty Income (O): Realty ...</p>\n\n<a href=\"https://investorplace.com/2023/03/7-value-stocks-that-pay-monthly-dividends/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4211":"区域性银行","FTCO":"Fortitude Gold Corporation","BK4080":"零售业房地产投资信托","BK4084":"特种房地产投资信托","O":"Realty Income Corp","ADC":"艾格里房产","EFC":"Ellington投资","FCF":"第一联邦金融","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4017":"黄金","EPR":"EPR不动产","APLE":"Apple Hospitality REIT, Inc.","BK4110":"抵押房地产投资信托","BK4181":"酒店及度假村房地产投资信托"},"source_url":"https://investorplace.com/2023/03/7-value-stocks-that-pay-monthly-dividends/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321209113","content_text":"Broadmark Realty Capital (BRMK): Broadmark offers decent stability and high yield.Fortitude Gold (FTCO): Fortitute Gold benefits from societal concerns over the economy.Realty Income (O): Realty Income has a long history of dividend increases.Continue reading for the complete list of value stocks that pay monthly dividends!Source: Dmitry Lobanov/Shutterstock.comWhile fundamentally discounted ideas tend to generate plenty of attention, the holy grail in the equities sector could be value stocks that pay monthly dividends. Here, you get exposure to businesses that could see their valuation appreciate. And while you’re waiting for that to develop, you can collect passive income 12 times out of the year.Largely, value stocks that pay monthly dividends benefit from the convenience angle. Most companies pay dividends on a quarterly basis. However, our bills typically come in every month. Therefore, to really enjoy passive income from the capital markets, a monthly-paying investment would be ideal.Of course, the greater the rewards, the higher the risk. With value stocks that pay monthly dividends, these enterprises stand on shaky ground due to present economic factors. However, if that doesn’t bother you, these ideas might fit the bill.BRMKBroadmark Realty$4.36FTCOFortitude Gold$6.98ORealty Income$59.68EPREPR Properties$34.67APLEApple Hospitality REIT$14.09ADCAgree Realty$65.38EFCEllington Financial$11.16Broadmark Realty Capital (BRMK)Source: jittawit21/Shutterstock.comHeadquartered in Seattle, Washington, Broadmarket Realty Capital (NYSE:BRMK) is a real estate finance company that invests in opportunities throughout the small to middle markets. It’s one of the smaller enterprises, carrying a market capitalization of $581 million. Since the start of the year, BRMK gained nearly 21% of its equity value. However, in the past 365 days, it dropped almost 48% in equity value.Financially, Broadmark benefits from a decently stable balance sheet. For instance, its cash-to-debt ratio is 0.52 times, outpacing 86.54% of publicly traded real estate investment trusts (REITs). Also, its Altman Z-Score is 3.35, indicating a low risk of bankruptcy. Significantly, the market prices BRMK at a book value of 0.63 times. In contrast, the sector median is 0.79 times.Regarding passive income, Broadmark carries a forward yield of 9.52%. As well, its payout ratio pings at 65.63%, which isn’t horrific for value stocks that pay monthly dividends. For those that don’t mind accepting some risk, BRMK could rank among the better ideas in this category.Fortitude Gold (FTCO)Source: ShutterstockBased in Colorado Springs, Colorado, Fortitude Gold (OTCMKTS:FTCO) is a gold producer targeting projects with low operating costs, strong returns on capital, and high margins. Generally, precious metal firms present considerable dangers. However, contrarians may want to put FTCO on their radar of value stocks that pay monthly dividends. Fundamentally, gold has jumped higher based on the fear trade.In terms of receiving a market deal, the market prices FTCO at 5.68 times the operating cash flow. As a discount to the metric, Fortitude ranks better than 62.16% of the competition. Also, the company features an enterprise value to EBITDA ratio of 3.75. In contrast, the sector median is 7.49 times.Notably, Fortitude features an Altman Z-Score of 8, reflecting high fiscal stability and low bankruptcy risk. Also, it’s incredibly profitable with a net margin of 19.74%. For passive income, Fortitude features a dividend yield of 7.02%. Its payout ratio is a bit high at 77.1%, though not exceedingly awful for companies in this category.Realty Income (O)Source: yanatul / Shutterstock.comHeadquartered in San Diego, California, Realty Income (NYSE:O) is a REIT that invests in free-standing, single-tenant commercial properties in the U.S., Spain, and the U.K. Currently, the company commands a market cap of slightly over $39 billion. So far this year, O shares slipped nearly 7%. In the trailing year, it’s down more than 11% as financial woes hit the consumer economy.Still, for daring contrarians, it could be an interesting pickup for value stocks that pay monthly dividends. Specifically, the market prices O at 1.14 times discounted cash flow (DCF). In contrast, the sector median stands at 1.36 times. Therefore, Realty Income ranks better than 60.61% for this metric (compared to other REITs). Operationally, the company benefits from a three-year revenue growth rate of 5.1%, outpacing 69.5% of its peers. Also, its gross margin comes in at a whopping 93.23%.For passive income, Realty’s forward yield pings at 5.15%. Its payout ratio presently stands at 214.16%. However, it does enjoy 30 years of consecutive dividend increases, a status it won’t give up on easily.EPR Properties (EPR)Source: ShutterstockBased in Kansas City, Missouri, EPR Properties (NYSE:EPR) is a REIT that focuses on entertainment-related properties. These include amusement parks, movie theaters, and ski resorts, among other categories. Thanks to the fading Covid-19 crisis, EPR gained relevancy from a narrative perspective. However, this year has been a tough one, with shares dipping 6%. As well, in the past 365 days, they slipped 34%.Thus, to be completely transparent, EPR represents a higher-risk name among value stocks that pay monthly dividends. That said, it does bring in value. For instance, the market prices EPR at a trailing sales multiple of 3.95. In contrast, the sector median pings at 6.75. Per Gurufocus, EPR provides better value than 69.49% of REITs.  In addition, EPR trades at 0.48 times the projected free cash flow (FCF). Here, the company ranks better than 68% of the competition.Turning to passive income, the REIT offers a forward yield of 9.53%. However, prospective investors should realize that its payout ratio is elevated at 131.27%.Apple Hospitality REIT (APLE)Source: ShutterstockCalling Richmond, Virginia home, Apple Hospitality REIT (NYSE:APLE) owns one of the largest and most diverse portfolios of upscale, rooms-focused hotels in the U.S. Per its website, the company’s portfolio consists of 220 hotels with approximately 29,000 guest rooms located in 87 markets throughout 37 states. While the revenge travel phenomenon fundamentally bolsters Apple Hospitality, its market performance has been left wanting.Since the start of the new year, APLE slipped by 9%. Still, contrarian investors of value stocks that pay monthly dividends may want to throw some gambling funds at it. Specifically, the market prices APLE at a trailing sales multiple of 2.67. As a discount to revenue, Apple Hospitality ranks better than 83% of the competition. It’s also worth pointing out that APLE trades at 10.81 times FCF. Here, the underlying enterprise ranks better than 61.49% of its rivals.For passive income, Apple commands a forward yield of 6.79%. However, interested buyers should note that its payout ratio stands at 106.08%.Agree Realty (ADC)Source: ShutterstockHeadquartered in Farmington Hills, Michigan, Agree Realty (NYSE:ADC) bills itself as a leader in the acquisition and development of properties net leased to the foremost retailers in the U.S. While such a business profile delivers relevance, it’s also risky under present circumstances. For example, since the January opener, ADC gave up 8% of its equity value. Still, in the trailing year, it’s up a bit over 1%.If you want to venture into adventurous value stocks that pay monthly dividends, ADC could be up your alley. Currently, the market prices ADC at 1.01 times discounted cash flow (DCF). In contrast, the sector median stat comes in at 1.36 times. Therefore, Agree ranks better than 68.18% of the competition for this metric. Operationally as well, the REIT delivers some intriguing figures. Its three-year revenue growth rate stands at 6.1%. During the same period, its FCF growth pings at 14.2%. Both stats rank in the upper half among REITs.Finally, Agree carries a forward yield of 4.43%. However, the payout ratio stands at 161.79%, warranting a cautious approach.Ellington Financial (EFC)Source: ShutterstockHailing from Old Greenwich, Connecticut, Ellington Financial (NYSE:EFC) acquires and manages mortgage-related, consumer-related, and corporate-related financial assets. I’m just going to borrow the language straight from the company’s website. Primarily, the rising interest rate environment represents a major risk factor for Ellington. Not surprisingly, in the past 365 days, EFC gave up nearly 37% of equity value.Fundamentally, Ellington in my opinion is only appropriate for speculators. However, if that suits your style, EFC could be one of the viable value stocks that pay monthly dividends. Specifically, the market prices EFC at a forward multiple of 5.78. As a discount to projected earnings, the company ranks better than 91.73% of sector peers. Admittedly, though, that’s where much of the good news ends. Mainly, Ellington suffers from a shaky balance sheet. As well, its three-year revenue growth rate slipped to 35.3% below parity.Again, if you want to take the risk (for the record, I don’t), Ellington offers a forward yield of 16.06%. However, its payout ratio is 96.71%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943504564,"gmtCreate":1679532037458,"gmtModify":1679532040942,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943504564","repostId":"2321391894","repostType":4,"repost":{"id":"2321391894","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":1679517658,"share":"https://ttm.financial/m/news/2321391894?lang=&edition=fundamental","pubTime":"2023-03-23 04:40","market":"us","language":"en","title":"US STOCKS-Wall St Ends Sharply Lower As Powell Warns Inflation Fight Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=2321391894","media":"Reuters","summary":"Wall Street gyrated to end sharply lower on Wednesday after the U.S. Federal Reserve delivered a wid","content":"<html><head></head><body><p>Wall Street gyrated to end sharply lower on Wednesday after the U.S. Federal Reserve delivered a widely expected 25 basis point policy hike, while hinting that it was on the verge of pausing future increases in view of recent turmoil in the financial sector.</p><p>The three major U.S. stock indexes, which were mostly directionless prior to the Fed announcement, jumped higher then deflated as investors digested the accompanying statement and Chair Jerome Powell&#39;s subsequent Q&amp;A session.</p><p>By closing bell, all three indexes were off more than 1.6%.</p><p>&#34;The market was encouraged when it heard that the Fed had considered pausing completely and then it was disappointed when Powell clarified that their hands weren’t tied and that they can keep raising rates if they need to,&#34; said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p><p>In the Fed&#39;s statement, the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> said some additional tightening might be possible, but suggested it was on the verge of pausing future hikes in view of recent turmoil in the financial sector.</p><p>Gains pared during Powell&#39;s remarks and Q&amp;A session in which he vowed to use all available tools to keep the banking system sound, but reiterated the central bank&#39;s commitment to reining in inflation.</p><p>&#34;The indexes whipsaw because there’s so much at stake, being the first to evaluate the impact of the statement and the subsequent press conference,&#34; said Sam Stovall, chief investment strategist of CFRA Research in New York. &#34;Maybe investors were expecting the Fed to stop with this hike, expressing their displeasure that rate hikes might continue for <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two more meetings.&#34;</p><p>Worries persist that the Fed&#39;s aggressive battle against inflation could tip the economy into recession, and recent turmoil in the banking sector, sparked by failures of <a href=\"https://laohu8.com/S/SIVBO\">SVB Financial Group</a> and <a href=\"https://laohu8.com/S/SBNYP\">Signature Bank</a>, have exacerbated those fears.</p><p>The sell-off was exacerbated by Treasury Secretary Janet Yellen&#39;s remarks before lawmakers that the Federal Deposit Insurance Corporation (FDIC) was not considering &#34;blanket insurance&#34; for deposits arising from recent strife in the sector.</p><p>The Dow Jones Industrial Average fell 530.49 points, or 1.63%, to 32,030.11, the S&amp;P 500 lost 65.9 points, or 1.65%, to 3,936.97 and the Nasdaq Composite dropped 190.15 points, or 1.6%, to 11,669.96.</p><p>All 11 major sectors of the S&amp;P 500 ended the session deep in negative territory, with real estate    suffering the steepest percentage drop, its largest one-day plunge since Sept. 13.</p><p>The banking sector reversed course after a two-session rebound, with the S&amp;P Banks index and the KBW Regional Bank index off 3.7% and 5.3%, respectively.</p><p>Shares of First Republic slipped 15.5 % in volatile trade amid worries that it may need to downsize or seek government support.</p><p>Pacific Western Bank announced it had raised $1.4 billion from investment firm Atlas SP Partners. Its shares dropped 17.1%.</p><p>Western Alliance Bancorp fell 5.0%.</p><p>Retail darling GameStop Corp surged 35.2% after posting a surprise fourth quarter profit.</p><p>Used car e-commerce platform Carvana Co jumped 6.3% following its announcement that it expects a smaller current quarter loss as a result of cost-cutting measures.</p><p>Virgin Orbit Holdings Inc soared 33.1% following the satellite launch firm&#39;s announcement it is resuming operations.</p><p>Nike Inc dropped 4.9% after the sports apparel maker raised its full-year revenue outlook on Tuesday but warned of margin pressures.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.57-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted six new 52-week highs and 13 new lows; the Nasdaq Composite recorded 44 new highs and 179 new lows.</p><p>Volume on U.S. exchanges was 11.84 billion shares, compared with the 12.70 billion average over the last 20 trading days.</p><p><img src=\"https://static.tigerbbs.com/f1f794761a087bf2ad54a5db58e575c6\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Ends Sharply Lower As Powell Warns Inflation Fight Continues</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Ends Sharply Lower As Powell Warns Inflation Fight Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-23 04:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street gyrated to end sharply lower on Wednesday after the U.S. Federal Reserve delivered a widely expected 25 basis point policy hike, while hinting that it was on the verge of pausing future increases in view of recent turmoil in the financial sector.</p><p>The three major U.S. stock indexes, which were mostly directionless prior to the Fed announcement, jumped higher then deflated as investors digested the accompanying statement and Chair Jerome Powell&#39;s subsequent Q&amp;A session.</p><p>By closing bell, all three indexes were off more than 1.6%.</p><p>&#34;The market was encouraged when it heard that the Fed had considered pausing completely and then it was disappointed when Powell clarified that their hands weren’t tied and that they can keep raising rates if they need to,&#34; said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p><p>In the Fed&#39;s statement, the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> said some additional tightening might be possible, but suggested it was on the verge of pausing future hikes in view of recent turmoil in the financial sector.</p><p>Gains pared during Powell&#39;s remarks and Q&amp;A session in which he vowed to use all available tools to keep the banking system sound, but reiterated the central bank&#39;s commitment to reining in inflation.</p><p>&#34;The indexes whipsaw because there’s so much at stake, being the first to evaluate the impact of the statement and the subsequent press conference,&#34; said Sam Stovall, chief investment strategist of CFRA Research in New York. &#34;Maybe investors were expecting the Fed to stop with this hike, expressing their displeasure that rate hikes might continue for <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two more meetings.&#34;</p><p>Worries persist that the Fed&#39;s aggressive battle against inflation could tip the economy into recession, and recent turmoil in the banking sector, sparked by failures of <a href=\"https://laohu8.com/S/SIVBO\">SVB Financial Group</a> and <a href=\"https://laohu8.com/S/SBNYP\">Signature Bank</a>, have exacerbated those fears.</p><p>The sell-off was exacerbated by Treasury Secretary Janet Yellen&#39;s remarks before lawmakers that the Federal Deposit Insurance Corporation (FDIC) was not considering &#34;blanket insurance&#34; for deposits arising from recent strife in the sector.</p><p>The Dow Jones Industrial Average fell 530.49 points, or 1.63%, to 32,030.11, the S&amp;P 500 lost 65.9 points, or 1.65%, to 3,936.97 and the Nasdaq Composite dropped 190.15 points, or 1.6%, to 11,669.96.</p><p>All 11 major sectors of the S&amp;P 500 ended the session deep in negative territory, with real estate    suffering the steepest percentage drop, its largest one-day plunge since Sept. 13.</p><p>The banking sector reversed course after a two-session rebound, with the S&amp;P Banks index and the KBW Regional Bank index off 3.7% and 5.3%, respectively.</p><p>Shares of First Republic slipped 15.5 % in volatile trade amid worries that it may need to downsize or seek government support.</p><p>Pacific Western Bank announced it had raised $1.4 billion from investment firm Atlas SP Partners. Its shares dropped 17.1%.</p><p>Western Alliance Bancorp fell 5.0%.</p><p>Retail darling GameStop Corp surged 35.2% after posting a surprise fourth quarter profit.</p><p>Used car e-commerce platform Carvana Co jumped 6.3% following its announcement that it expects a smaller current quarter loss as a result of cost-cutting measures.</p><p>Virgin Orbit Holdings Inc soared 33.1% following the satellite launch firm&#39;s announcement it is resuming operations.</p><p>Nike Inc dropped 4.9% after the sports apparel maker raised its full-year revenue outlook on Tuesday but warned of margin pressures.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.57-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted six new 52-week highs and 13 new lows; the Nasdaq Composite recorded 44 new highs and 179 new lows.</p><p>Volume on U.S. exchanges was 11.84 billion shares, compared with the 12.70 billion average over the last 20 trading days.</p><p><img src=\"https://static.tigerbbs.com/f1f794761a087bf2ad54a5db58e575c6\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","DJX":"1/100道琼斯","OEF":"标普100指数ETF-iShares","DXD":"道指两倍做空ETF","IVV":"标普500指数ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","SDS":"两倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","DOG":"道指反向ETF",".DJI":"道琼斯","POWL":"Powell Industries",".IXIC":"NASDAQ Composite","FOMC":"FOMO CORP.","SSO":"两倍做多标普500ETF","OEX":"标普100","SH":"标普500反向ETF",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321391894","content_text":"Wall Street gyrated to end sharply lower on Wednesday after the U.S. Federal Reserve delivered a widely expected 25 basis point policy hike, while hinting that it was on the verge of pausing future increases in view of recent turmoil in the financial sector.The three major U.S. stock indexes, which were mostly directionless prior to the Fed announcement, jumped higher then deflated as investors digested the accompanying statement and Chair Jerome Powell's subsequent Q&A session.By closing bell, all three indexes were off more than 1.6%.\"The market was encouraged when it heard that the Fed had considered pausing completely and then it was disappointed when Powell clarified that their hands weren’t tied and that they can keep raising rates if they need to,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.In the Fed's statement, the members of the Federal Open Markets Committee $(FOMC)$ said some additional tightening might be possible, but suggested it was on the verge of pausing future hikes in view of recent turmoil in the financial sector.Gains pared during Powell's remarks and Q&A session in which he vowed to use all available tools to keep the banking system sound, but reiterated the central bank's commitment to reining in inflation.\"The indexes whipsaw because there’s so much at stake, being the first to evaluate the impact of the statement and the subsequent press conference,\" said Sam Stovall, chief investment strategist of CFRA Research in New York. \"Maybe investors were expecting the Fed to stop with this hike, expressing their displeasure that rate hikes might continue for one or two more meetings.\"Worries persist that the Fed's aggressive battle against inflation could tip the economy into recession, and recent turmoil in the banking sector, sparked by failures of SVB Financial Group and Signature Bank, have exacerbated those fears.The sell-off was exacerbated by Treasury Secretary Janet Yellen's remarks before lawmakers that the Federal Deposit Insurance Corporation (FDIC) was not considering \"blanket insurance\" for deposits arising from recent strife in the sector.The Dow Jones Industrial Average fell 530.49 points, or 1.63%, to 32,030.11, the S&P 500 lost 65.9 points, or 1.65%, to 3,936.97 and the Nasdaq Composite dropped 190.15 points, or 1.6%, to 11,669.96.All 11 major sectors of the S&P 500 ended the session deep in negative territory, with real estate    suffering the steepest percentage drop, its largest one-day plunge since Sept. 13.The banking sector reversed course after a two-session rebound, with the S&P Banks index and the KBW Regional Bank index off 3.7% and 5.3%, respectively.Shares of First Republic slipped 15.5 % in volatile trade amid worries that it may need to downsize or seek government support.Pacific Western Bank announced it had raised $1.4 billion from investment firm Atlas SP Partners. Its shares dropped 17.1%.Western Alliance Bancorp fell 5.0%.Retail darling GameStop Corp surged 35.2% after posting a surprise fourth quarter profit.Used car e-commerce platform Carvana Co jumped 6.3% following its announcement that it expects a smaller current quarter loss as a result of cost-cutting measures.Virgin Orbit Holdings Inc soared 33.1% following the satellite launch firm's announcement it is resuming operations.Nike Inc dropped 4.9% after the sports apparel maker raised its full-year revenue outlook on Tuesday but warned of margin pressures.Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.57-to-1 ratio favored decliners.The S&P 500 posted six new 52-week highs and 13 new lows; the Nasdaq Composite recorded 44 new highs and 179 new lows.Volume on U.S. exchanges was 11.84 billion shares, compared with the 12.70 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9955252883,"gmtCreate":1675472854742,"gmtModify":1676539005026,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":34,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955252883","repostId":"1153090200","repostType":4,"repost":{"id":"1153090200","pubTimestamp":1675471225,"share":"https://ttm.financial/m/news/1153090200?lang=&edition=fundamental","pubTime":"2023-02-04 08:40","market":"us","language":"en","title":"U.S. Weekly Review: Market Rally Powers Higher On Tame Fed, Meta Earnings; Apple, Google, Amazon In Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1153090200","media":"Investor's Business Daily","summary":"The stock market rally marched higher as the Fed took a slightly more dovish stance, even though it ","content":"<html><head></head><body><p>The stock market rally marched higher as the Fed took a slightly more dovish stance, even though it said rate hikes will continue. Friday&#39;s superhot jobs report failed to derail the uptrend. Big earnings or guidance continued to be mixed, but <b>Meta Platforms</b> (META) skyrocketed on cost cuts, revenue guidance and a big buyback. <b>AMD</b> (AMD) also was a big winner, while <b>Apple</b> (AAPL) rallied despite missing views. Google parent <b>Alphabet</b> (GOOGL) and <b>Amazon.com</b> (AMZN) had solidly weekly gains. <b>General Motors</b> (GM) soared on strong earnings, though <b>Ford</b> (F) tumbled on its results. Oil stocks skidded as energy prices retreated.</p><h2>Market Rally Decisively Clears Key Resistance</h2><p>The market rally continued rising, as investors hailed Fed chief Jerome Powell&#39;s comments and often-mixed earnings, taking a strong jobs report in stride. The Nasdaq and small-cap Russell 2000 moved decisively above their late 2022 highs. The S&amp;P 500 also cleared its recent peaks, while the Dow Jones faced some struggles. Crude oil futures retreated significantly, while natural gas continued to tumble. Treasury yields tumbled to their lowest levels in several months.</p><h2>Fed Tame As Jobs Roar</h2><p>The Federal Reserve hiked its key rate a quarter-point and signaled at least two more hikes still to come. With Wall Street betting that the Fed will pause after just one more hike in March, that guidance could have been a downer. But Fed Chair Jerome Powell seemed to fire up animal spirits by hailing disinflationary trends, while sounding upbeat about a soft landing for the U.S. economy and expressing no qualms about easing financial conditions. However, the January jobs report out on Friday showed hiring surged in January with unemployment falling to the lowest level since 1969. However, wage gains slowed to 4.4%, lowest since August 2021. Still, hiring strength and a new rock-bottom for unemployment have shifted odds slightly in favor of two more rate hikes. Meanwhile, the ISM U.S. manufacturing index was weak, but the ISM&#39;s service-sector gauge showed a big jump.</p><h2>Meta Platforms Surges On 2023 Outlook</h2><p><b>Meta Platforms</b> (META) reported a 52% EPS decline, in line with views, while revenue fell 4%, slightly topping. Shares surged as the Facebook parent vowed to make 2023 a &#34;year of efficiency&#34; following massive spending on the metaverse in 2022. Meta guided up on Q1 revenue and slashed capital spending and other planned expenses for the year. It also announced a $40 billion buyback.</p><h2>Apple Misses Holiday-Quarter Targets</h2><p>Consumer electronics giant <b>Apple</b> (AAPL) missed its December-quarter sales and earnings targets amid supply constraints and foreign exchange headwinds. Fiscal Q1 EPS fell 10% as sales sank 5% to $117.2 billion. Apple&#39;s iPhone revenue sank 8% to $65.8 billion after it couldn&#39;t make enough iPhone 14 Pro models to meet demand. Apple&#39;s Mac computer sales tumbled 29% to $7.7 billion. And revenue from Apple&#39;s wearables, home and accessories unit declined 8% to $13.5 billion. However, iPad sales rose 30% to $9.4 billion in the holiday quarter. And services revenue increased 6% to $20.8 billion.</p><h2>Amazon EPS Dives, Outlook Weak</h2><p>Q4 EPS crashed 98%, well below views. Revenue rose nearly 9% to $149.2 billion, topping views, but slowing from Q3&#39;s 15%. Amazon Web Services revenue popped 20%, slowing from Q3&#39;s 27.5% and slightly below views. <b>Amazon</b> (AMZN) guided Q1 revenue forecasts lower, with high-margin AWS expected to show further deceleration in growth. Shares fell Friday but rose solidly for the week.</p><h2>Google Misses As Ad Revenue Falls</h2><p>Google-parent <b>Alphabet</b> (GOOGL) reported Q4 earnings and revenue that missed Wall Street targets amid slowing growth in internet search advertising, YouTube ads and cloud-computing services. Q4 earnings tumbled 31%. Gross revenue rose 1% to $76.05 billion. Advertising revenue fell 3% to $59.04 billion, missing estimates. In addition, ad revenue at Google&#39;s YouTube fell more than 7% to $7.96 billion. Google said cloud-computing revenue rose 32% to $7.32 billion, missing estimates of $7.44 billion. In Q3, cloud revenue rose 38%.</p><h2>Chipmakers Offer Weak Outlook</h2><p>Semiconductor manufacturers mostly guided Wall Street lower for the current period as they delivered earnings reports in the past week. Chipmakers offering a weak outlook included those exposed to personal computers and smartphones, such as <b>Advanced Micro Devices</b> (AMD), <b>Qorvo</b> (QRVO) and <b>Qualcomm</b> (QCOM). Bucking the trend with beat-and-raise earnings reports were <b>Allegro MicroSystems</b> (ALGM), <b>Microchip Technology</b> (MCHP) and <b>Silicon Labs</b> (SLAB). They have greater exposure to automotive, industrial and Internet-of-Things markets.</p><h2>Oil Majors&#39; Results Mixed</h2><p><b>Exxon Mobil</b> (XOM) reported a 66% EPS gain, though the 12% revenue rise missed. Amid surging cash, Exxon plans on returning up to $35 billion to shareholders through dividends and buybacks in 2023. <b>Shell</b> (SHEL) EPS swelled 67% due to strong LNG and gas trading and refining margins, while revenue increased 19% to $101.3 billion. <b>ConocoPhillips</b> (COP) missed earnings and revenue views, though EPS was up 19% and sales 21%. It plans to return $11 billion to shareholders in 2023. Oil stocks generally fell amid skidding oil and gas prices.</p><h2>GM Crushes Views, Ford Leaves $2 Billion &#39;On The Table&#39;</h2><p><b>General Motors</b> (GM) crushed earnings and revenue estimates for the fourth quarter, while guiding for another solid year in 2023. Year over year, EPS grew 57%, accelerating from a 48% gain the prior quarter. Revenue rose 28%, but margins fell. Demand and pricing for GM vehicles &#34;remain strong,&#34; CFO Paul Jacobson said, amid recession fears. The auto giant also announced a hefty investment in <b>Lithium Americas</b> (LAC), as it ramps up on electric vehicles and lithium-based EV batteries. <b>Ford</b> (F) went the opposite way, missing Q4 earnings estimates and losing $2 billion for the full year due to poor execution, while giving a downbeat outlook for 2023. GM jumped, flashing a buy signal. Ford tumbled on results, slashing weekly gains.</p><p>Meanwhile, new U.S. vehicle sales were stronger than expected in January as supply disruptions continue to ease.</p><p>More crossover SUVs will be eligible for tax credits at prices up to $80,000, the U.S. government announced Friday in a reversal. That should benefit <b>Tesla</b> (TSLA) and Ford in particular.</p><h2>Homebuilders Rally On Earnings</h2><p><b>Pulte Group</b> (PHM), <b>NVR</b> (NVR) and <b>Meritage</b> (MTH) topped EPS and revenue views, with solid growth, though orders point to weaker results ahead. <b>M.D.C. Holdings</b> (MDC) missed on revenue. But all four homebuilders rallied solidly for the week, along with other builders and many other housing-related stocks. One outlier: <b>Beazer Homes</b> (BZH) reported mixed results and tumbled Friday.</p><h2>Drug Earnings Mixed</h2><p>Pfizer beat adjusted earnings expectations at $1.14 per share, up 45%, but sales rose just 2% and the drug giant projected massive declines for its Covid products this year. <b>Merck</b> (MRK), <b>Eli Lilly</b> (LLY) and <b>Bristol Myers Squibb</b> (BMY) all beat quarterly expectations. But Lilly shares fell on lighter-than-expected sales for its newest diabetes treatment, Mounjaro. Bristol Myers&#39; sales of generics-facing Revlimid plummeted 32% with declines expected to continue. Merck&#39;s 2023 outlook lagged. <b>GSK</b> (GSK) and <b>Novo Nordisk</b> (NVO), on the other hand, topped sales and per-share earnings forecasts, but <b>Novartis</b> (NVS) reported light profit. <b>Sanofi</b> (SNY) met EPS views but sales were light.</p><h2>Biotech Earnings</h2><p><b>Amgen</b> (AMGN) fell 7%, just missing, while flat sales missed. Shares fell on its 2023 outlook, which didn&#39;t include Amgen&#39;s looming <b>Horizon Therapeutics</b> (HZNP) takeover. <b>Gilead Sciences</b> (GILD) popped after its earnings report, with EPS surging 142% and overall sales 2%, both easily beating. <b>Regeneron</b> (REGN) also beat forecasts, though sales tumbled 31% due to a downfall in Covid antibody sales, with adjusted EPS off 46%. Amgen fell sharply, while Gilead and Regeneron rose, with REGN flirting with a breakout.</p><h2>Caterpillar Profit Disappoints</h2><p><b>Caterpillar</b> (CAT) earnings for Q4 rose 43% to $3.86, but missed estimates. Revenue climbed 20% to $16.6 billion, ahead of views. CAT stock, a global bellwether, has surged on a better global economic outlook led by China and Europe. Yet Caterpillar says it&#39;s not yet seeing higher demand in China. CAT stock tumbled to its 50-day line, but bounced somewhat Friday.</p><h2>Trucking Earnings On Different Roads</h2><p><b>Old Dominion Freight Line</b> (ODFL) earnings rose 21%, well above views. But <b>ArcBest</b> (ARCB) and <b>Saia</b> (SAIA) missed, with modest year-over-year EPS declines. ArcBest and Saia both noted that shipping tonnage fell and volume slowed during a &#34;softer freight environment.&#34; Still, revenue per shipment grew due to pricing increases. ODFL spiked. ArcBest and Saia initially tumbled on Friday, but rebounded to continue strong weekly gains.</p><h2>Footwear Makers Step Up</h2><p><b>Deckers Outdoor</b> (DECK) reported a 24% EPS gain with revenue up 13%, both beating. Hoka running shoe sales spiked 91% to $352 million. But Deckers&#39; guidance implied a slight Q4 miss. <b>Skechers</b> (SKX) posted an 18% per share profit decline with sales up 14%. The shoe maker guided low on revenue.</p><h2>Health Insurers Slide On Outlook Concerns</h2><p><b>Cigna</b> (CI) edged past Q4 estimates with 4% growth, but the big commercial health insurer offered below-expected guidance for 2023, despite predicting a boost of 1.2 million members. CI stock sold off toward a three-month low. Leading Medicare Advantage player <b>Humana</b> (HUM) cruised past EPS estimates with 31% growth, while saying it&#39;ll earn at least as much as the consensus view in 2023. HUM stock rallied on the report, but it didn&#39;t last. That&#39;s because the government agency that oversees Medicare Advantage proposed the smallest increase since 2016 for next year.</p><h2>News In Brief</h2><p><b>GE HealthCare Technologies</b> (GEHC) reported a 4% EPS drop with revenue up nearly 8% in its report since its spinoff from <b>General Electric</b> (GE). GEHC guided for modest growth in 2023.</p><p><b>UPS</b> (UPS) reported a 1% EPS gain, slightly beating, while revenue fell 3% to $27 billion, missing. The shipping giant announced a $5 billion buyback and hiked its dividend nearly 7%.</p><p><b>McDonald&#39;s</b> (MCD) reported 16% EPS growth while revenue dipped 1%, both beating. But shares fell as the fast-food giant warned that inflation concerns will affect margins.</p><p><b>ChampionX</b> (CHX) topped EPS views, but the drilling tech firm missed on revenue and guided low. CHX stock tumbled. <b>Helmerich &amp; Payne</b> (HP) beat first-quarter 2023 earnings estimates Monday, with revenue up 76% to $720 million.</p><p><b>World Wrestling Entertainment</b> (WWE) reported a 22% EPS drop while revenue rose 5%, both slightly missing views.</p><p><b>Dynatrace</b> (DT) reported fiscal Q3 EPS rose 38% while revenue climbed 24% to $297.5 million, both beating. Annual recurring revenue, or ARR, rose 25% to $1.163 billion, just topping estimates. The app monitoring software maker guided higher for current quarter revenue.</p></body></html>","source":"lsy1610612141385","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Weekly Review: Market Rally Powers Higher On Tame Fed, Meta Earnings; Apple, Google, Amazon In Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Weekly Review: Market Rally Powers Higher On Tame Fed, Meta Earnings; Apple, Google, Amazon In Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-04 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/market-rally-powers-higher-on-tame-fed-meta-earnings-apple-google-amazon/><strong>Investor's Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market rally marched higher as the Fed took a slightly more dovish stance, even though it said rate hikes will continue. Friday's superhot jobs report failed to derail the uptrend. Big ...</p>\n\n<a href=\"https://www.investors.com/news/market-rally-powers-higher-on-tame-fed-meta-earnings-apple-google-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.investors.com/news/market-rally-powers-higher-on-tame-fed-meta-earnings-apple-google-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153090200","content_text":"The stock market rally marched higher as the Fed took a slightly more dovish stance, even though it said rate hikes will continue. Friday's superhot jobs report failed to derail the uptrend. Big earnings or guidance continued to be mixed, but Meta Platforms (META) skyrocketed on cost cuts, revenue guidance and a big buyback. AMD (AMD) also was a big winner, while Apple (AAPL) rallied despite missing views. Google parent Alphabet (GOOGL) and Amazon.com (AMZN) had solidly weekly gains. General Motors (GM) soared on strong earnings, though Ford (F) tumbled on its results. Oil stocks skidded as energy prices retreated.Market Rally Decisively Clears Key ResistanceThe market rally continued rising, as investors hailed Fed chief Jerome Powell's comments and often-mixed earnings, taking a strong jobs report in stride. The Nasdaq and small-cap Russell 2000 moved decisively above their late 2022 highs. The S&P 500 also cleared its recent peaks, while the Dow Jones faced some struggles. Crude oil futures retreated significantly, while natural gas continued to tumble. Treasury yields tumbled to their lowest levels in several months.Fed Tame As Jobs RoarThe Federal Reserve hiked its key rate a quarter-point and signaled at least two more hikes still to come. With Wall Street betting that the Fed will pause after just one more hike in March, that guidance could have been a downer. But Fed Chair Jerome Powell seemed to fire up animal spirits by hailing disinflationary trends, while sounding upbeat about a soft landing for the U.S. economy and expressing no qualms about easing financial conditions. However, the January jobs report out on Friday showed hiring surged in January with unemployment falling to the lowest level since 1969. However, wage gains slowed to 4.4%, lowest since August 2021. Still, hiring strength and a new rock-bottom for unemployment have shifted odds slightly in favor of two more rate hikes. Meanwhile, the ISM U.S. manufacturing index was weak, but the ISM's service-sector gauge showed a big jump.Meta Platforms Surges On 2023 OutlookMeta Platforms (META) reported a 52% EPS decline, in line with views, while revenue fell 4%, slightly topping. Shares surged as the Facebook parent vowed to make 2023 a \"year of efficiency\" following massive spending on the metaverse in 2022. Meta guided up on Q1 revenue and slashed capital spending and other planned expenses for the year. It also announced a $40 billion buyback.Apple Misses Holiday-Quarter TargetsConsumer electronics giant Apple (AAPL) missed its December-quarter sales and earnings targets amid supply constraints and foreign exchange headwinds. Fiscal Q1 EPS fell 10% as sales sank 5% to $117.2 billion. Apple's iPhone revenue sank 8% to $65.8 billion after it couldn't make enough iPhone 14 Pro models to meet demand. Apple's Mac computer sales tumbled 29% to $7.7 billion. And revenue from Apple's wearables, home and accessories unit declined 8% to $13.5 billion. However, iPad sales rose 30% to $9.4 billion in the holiday quarter. And services revenue increased 6% to $20.8 billion.Amazon EPS Dives, Outlook WeakQ4 EPS crashed 98%, well below views. Revenue rose nearly 9% to $149.2 billion, topping views, but slowing from Q3's 15%. Amazon Web Services revenue popped 20%, slowing from Q3's 27.5% and slightly below views. Amazon (AMZN) guided Q1 revenue forecasts lower, with high-margin AWS expected to show further deceleration in growth. Shares fell Friday but rose solidly for the week.Google Misses As Ad Revenue FallsGoogle-parent Alphabet (GOOGL) reported Q4 earnings and revenue that missed Wall Street targets amid slowing growth in internet search advertising, YouTube ads and cloud-computing services. Q4 earnings tumbled 31%. Gross revenue rose 1% to $76.05 billion. Advertising revenue fell 3% to $59.04 billion, missing estimates. In addition, ad revenue at Google's YouTube fell more than 7% to $7.96 billion. Google said cloud-computing revenue rose 32% to $7.32 billion, missing estimates of $7.44 billion. In Q3, cloud revenue rose 38%.Chipmakers Offer Weak OutlookSemiconductor manufacturers mostly guided Wall Street lower for the current period as they delivered earnings reports in the past week. Chipmakers offering a weak outlook included those exposed to personal computers and smartphones, such as Advanced Micro Devices (AMD), Qorvo (QRVO) and Qualcomm (QCOM). Bucking the trend with beat-and-raise earnings reports were Allegro MicroSystems (ALGM), Microchip Technology (MCHP) and Silicon Labs (SLAB). They have greater exposure to automotive, industrial and Internet-of-Things markets.Oil Majors' Results MixedExxon Mobil (XOM) reported a 66% EPS gain, though the 12% revenue rise missed. Amid surging cash, Exxon plans on returning up to $35 billion to shareholders through dividends and buybacks in 2023. Shell (SHEL) EPS swelled 67% due to strong LNG and gas trading and refining margins, while revenue increased 19% to $101.3 billion. ConocoPhillips (COP) missed earnings and revenue views, though EPS was up 19% and sales 21%. It plans to return $11 billion to shareholders in 2023. Oil stocks generally fell amid skidding oil and gas prices.GM Crushes Views, Ford Leaves $2 Billion 'On The Table'General Motors (GM) crushed earnings and revenue estimates for the fourth quarter, while guiding for another solid year in 2023. Year over year, EPS grew 57%, accelerating from a 48% gain the prior quarter. Revenue rose 28%, but margins fell. Demand and pricing for GM vehicles \"remain strong,\" CFO Paul Jacobson said, amid recession fears. The auto giant also announced a hefty investment in Lithium Americas (LAC), as it ramps up on electric vehicles and lithium-based EV batteries. Ford (F) went the opposite way, missing Q4 earnings estimates and losing $2 billion for the full year due to poor execution, while giving a downbeat outlook for 2023. GM jumped, flashing a buy signal. Ford tumbled on results, slashing weekly gains.Meanwhile, new U.S. vehicle sales were stronger than expected in January as supply disruptions continue to ease.More crossover SUVs will be eligible for tax credits at prices up to $80,000, the U.S. government announced Friday in a reversal. That should benefit Tesla (TSLA) and Ford in particular.Homebuilders Rally On EarningsPulte Group (PHM), NVR (NVR) and Meritage (MTH) topped EPS and revenue views, with solid growth, though orders point to weaker results ahead. M.D.C. Holdings (MDC) missed on revenue. But all four homebuilders rallied solidly for the week, along with other builders and many other housing-related stocks. One outlier: Beazer Homes (BZH) reported mixed results and tumbled Friday.Drug Earnings MixedPfizer beat adjusted earnings expectations at $1.14 per share, up 45%, but sales rose just 2% and the drug giant projected massive declines for its Covid products this year. Merck (MRK), Eli Lilly (LLY) and Bristol Myers Squibb (BMY) all beat quarterly expectations. But Lilly shares fell on lighter-than-expected sales for its newest diabetes treatment, Mounjaro. Bristol Myers' sales of generics-facing Revlimid plummeted 32% with declines expected to continue. Merck's 2023 outlook lagged. GSK (GSK) and Novo Nordisk (NVO), on the other hand, topped sales and per-share earnings forecasts, but Novartis (NVS) reported light profit. Sanofi (SNY) met EPS views but sales were light.Biotech EarningsAmgen (AMGN) fell 7%, just missing, while flat sales missed. Shares fell on its 2023 outlook, which didn't include Amgen's looming Horizon Therapeutics (HZNP) takeover. Gilead Sciences (GILD) popped after its earnings report, with EPS surging 142% and overall sales 2%, both easily beating. Regeneron (REGN) also beat forecasts, though sales tumbled 31% due to a downfall in Covid antibody sales, with adjusted EPS off 46%. Amgen fell sharply, while Gilead and Regeneron rose, with REGN flirting with a breakout.Caterpillar Profit DisappointsCaterpillar (CAT) earnings for Q4 rose 43% to $3.86, but missed estimates. Revenue climbed 20% to $16.6 billion, ahead of views. CAT stock, a global bellwether, has surged on a better global economic outlook led by China and Europe. Yet Caterpillar says it's not yet seeing higher demand in China. CAT stock tumbled to its 50-day line, but bounced somewhat Friday.Trucking Earnings On Different RoadsOld Dominion Freight Line (ODFL) earnings rose 21%, well above views. But ArcBest (ARCB) and Saia (SAIA) missed, with modest year-over-year EPS declines. ArcBest and Saia both noted that shipping tonnage fell and volume slowed during a \"softer freight environment.\" Still, revenue per shipment grew due to pricing increases. ODFL spiked. ArcBest and Saia initially tumbled on Friday, but rebounded to continue strong weekly gains.Footwear Makers Step UpDeckers Outdoor (DECK) reported a 24% EPS gain with revenue up 13%, both beating. Hoka running shoe sales spiked 91% to $352 million. But Deckers' guidance implied a slight Q4 miss. Skechers (SKX) posted an 18% per share profit decline with sales up 14%. The shoe maker guided low on revenue.Health Insurers Slide On Outlook ConcernsCigna (CI) edged past Q4 estimates with 4% growth, but the big commercial health insurer offered below-expected guidance for 2023, despite predicting a boost of 1.2 million members. CI stock sold off toward a three-month low. Leading Medicare Advantage player Humana (HUM) cruised past EPS estimates with 31% growth, while saying it'll earn at least as much as the consensus view in 2023. HUM stock rallied on the report, but it didn't last. That's because the government agency that oversees Medicare Advantage proposed the smallest increase since 2016 for next year.News In BriefGE HealthCare Technologies (GEHC) reported a 4% EPS drop with revenue up nearly 8% in its report since its spinoff from General Electric (GE). GEHC guided for modest growth in 2023.UPS (UPS) reported a 1% EPS gain, slightly beating, while revenue fell 3% to $27 billion, missing. The shipping giant announced a $5 billion buyback and hiked its dividend nearly 7%.McDonald's (MCD) reported 16% EPS growth while revenue dipped 1%, both beating. But shares fell as the fast-food giant warned that inflation concerns will affect margins.ChampionX (CHX) topped EPS views, but the drilling tech firm missed on revenue and guided low. CHX stock tumbled. Helmerich & Payne (HP) beat first-quarter 2023 earnings estimates Monday, with revenue up 76% to $720 million.World Wrestling Entertainment (WWE) reported a 22% EPS drop while revenue rose 5%, both slightly missing views.Dynatrace (DT) reported fiscal Q3 EPS rose 38% while revenue climbed 24% to $297.5 million, both beating. Annual recurring revenue, or ARR, rose 25% to $1.163 billion, just topping estimates. The app monitoring software maker guided higher for current quarter revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955503782,"gmtCreate":1675502614046,"gmtModify":1676539006090,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955503782","repostId":"1107975905","repostType":4,"repost":{"id":"1107975905","pubTimestamp":1675474482,"share":"https://ttm.financial/m/news/1107975905?lang=&edition=fundamental","pubTime":"2023-02-04 09:34","market":"us","language":"en","title":"QID And SQQQ ETFs: Possible Gains, But Rather Muted, Beware Of The Risks","url":"https://stock-news.laohu8.com/highlight/detail?id=1107975905","media":"Seeking Alpha","summary":"SummaryThere are many variables involved when it comes to shorting tech with either ProShares UltraS","content":"<html><head></head><body><h2>Summary</h2><ul><li>There are many variables involved when it comes to shorting tech with either ProShares UltraShort QQQ ETF, QID, or ProShares UltraPro Short QQQ ETF, SQQQ.</li><li>There are the Fed&#39;s actions on interest rates, tech earnings, and economic slowdown while not forgetting the digital transformation trend and the disinflationary nature of software.</li><li>However, be cautioned that with opportunities, there are also risks involved in trading highly leveraged ETFs to consider.</li><li>I also show how SQQQ provides better gains for the same fees and is thus the favorite among traders.</li><li>Amid the window of opportunity for trading, traders are reminded that this thesis remains bullish for tech over 2023.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe15c4dcfc2e12292342b940340f3ad2\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>naphtalina/iStock via Getty Images</span></p><p>The fight against inflation is proving to be less challenging than initially expected, as per the latest FOMC Meeting statement on Wednesday, February 1. Well, this is the message that investors seemed to be weighing more than thewords of caution of the U.S. Federal Reserve&#39;s Chairman about the possibility of interest rates continuing to be raised.</p><p>Even, before that, investors have been bullish on tech stocks, as seen by the one-month performance of the Invesco QQQ Trust (NASDAQ:QQQ) which has appreciated by nearly 17% (deep blue chart below). Conversely, the ProShares UltraPro Short QQQ ETF (NASDAQ:SQQQ) and the ProShares UltraShort QQQ ETF (NYSEARCA:QID) have suffered by 39% and 27.5%, respectively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2c863e2bb020572213401d944f6768b\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Therefore, all those who have been shorting tech through these two exchange-traded funds (&#34;ETFs&#34;) have been crushed, and as this thesis will show, this is likelyto be the case in 2023 despite monetary conditions being tightened at such a frantic pace only seen in the 1980s. Amid this long-term bullishness for tech, this publication will also highlight the trading opportunities with both QID and SQQQ in view of tech&#39;s earnings results for the December 2022 quarter.</p><p>I start with the recent action by the U.S. central bank to provide investors with some perspective.</p><h2>The Fed&#39;s Move</h2><p>First, an increase limited to 25bp for the Fed Funds rates, which was almost certain before the FOMC (Federal Open Market Committee) meeting given the progress made in slowing the rise in prices was confirmed. This is its highest level since October 2007 and represents the eighth time the Fed has tightened since March 2022.</p><p>More importantly, and against the wishes of many who had been hoping for a pause early this year, rate hikes should continue, with no precise indication of the end of monetary tightening, as the committee wants to achieve a sufficiently tight monetary policy stance to bring inflation down to 2%. Moreover, the central bank acknowledges that inflation is starting to decelerate but remains high and that the process of disinflation has begun while specifying that it is premature to declare victory.</p><p>In these circumstances, while core price inflation is falling, wage growth is slowing, and there are signs that the economy is on the verge of a recession, the Fed could still raise by 25 basis points at the March FOMC meeting before pausing, but, even that is not entirely guaranteed given how fast the data is moving.</p><p>On the other hand, what is relevant for this thesis - and which also concurs with my previous one concerning the right ETF for a low growth environment - Powell expects &#34;positive growth,&#34; but at a subdued pace this year. This cautiously implies that a recession can be avoided and, noteworthily, economists at Goldman Sachs (GS) are also of the same opinion.</p><p>This is a positive for equities in general, but for tech in particular.</p><h2>Long-Term Tailwinds for Tech Implies Pains for Shorts</h2><p>The reason is mostly due to tech being less cyclical than other classical sectors of the economy like financials, real estate, and energy. It is already benefiting from the secular digital transformation trend, which got a boost from the Covid-led working-from-home and migration of IT workloads to the cloud.</p><p>I back this statement firstly through the better year-to-date performance of the S&amp;P 500 Information Technology sector, as shown in the deep blue chart below, compared to those from real estate, financials, and energy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99589bf47e633ed94fbb50e4c824eef1\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Secondly, the Quant ratings for both of these two ETFs point to a &#34;Strong Sell.&#34;</p><p>Third, there is a survey by Gartner, the analyst firm, which has cut its growth projections for IT growth by more than two times for 2023, from 5.1% during its October forecast to 2.4% in January. Nevertheless, this still represents growth and is confirmed by Forrester’s forecast published in January 2023 on the U.S. Tech Market which sees IT spending growing at 5.4% or a fall of 7.4% growth from last year.</p><p>All these signify growth in tech, in turn implying longer-term pains for ETFs that short IT stocks, like QID and SQQQ.</p><h2>The Risks involved in Trading SQQQ and QID</h2><p>Worst, there are additional downside risks due to both of these ETFs being highly leveraged. In this respect, according to my own experience trading these types of ETFs for the last two years, it is advisable not to trade them over longer periods of time, with the risks also flagged by Seeking Alpha. These revolve around the possibility of suffering from value erosion of your portfolio by holding on to these highly leveraged ETFs, in the hope that just like for buy-and-hold investments, they will offer prospects for turnarounds.</p><p>Furthermore, due to their high fees of 0.95% and compounding-related losses, they face a phenomenon called ETF decay, meaning approaching zero dollars in value. Avoiding a buy-and-hold investment strategy for these ETFs is also recommended by the Securities and Exchange Commission, as well as ProShares themselves which highlight losses due to the compounding effect as pictured below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92966adde8bee7b2b9e7873f889a93b2\" tg-width=\"640\" tg-height=\"556\" width=\"100%\" height=\"auto\"/><span>Important Considerations for SQQQ and QID (www.proshares.com)</span></p><p>On the other hand, as pictured above, Proshares states that one common use of inverse exposure is to seek profits from a market decline. In this respect, both SQQQ and QID could benefit from a temporary decline in the Nasdaq composite.</p><h2>Profiting from Tech&#39;s Brief decline to Trade QID and SQQQ</h2><p>First, QID, as a short ETF, seeks a return that is-2xthe return of the Nasdaq-100 Index. As such, with 49.8% of exposure to IT, this index is highly concentrated in big techs with names like Microsoft (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon (NASDAQ:AMZN) Alphabet (NASDAQ:GOOG), Nvidia (NASDAQ:NVDA), Tesla (NASDAQ:TSLA), etc., as shown below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48fb3f70b18a7d1bf2c43f82e4541e5b\" tg-width=\"640\" tg-height=\"286\" width=\"100%\" height=\"auto\"/><span>Nasdaq-100 holdings (www.proshares.com)</span></p><p>Second, SQQQ also provides inverse exposure to the Nasdaq-100&#39;s list of holdings (above), but at an accelerated pace of three times (-3x).</p><p>However, the earnings for the quarter ending in December 2022 have been disappointing for the likes of Apple, Amazon, and Google. The problem varies from supply chain issues for the iPhone company, lower demand for the world&#39;s largest online retailer while the search giant faces lower advertising spending by online advertisers, etc. However, investors have not dumped their stocks, as they seem to be paying more attention to the companies&#39; ability to improve profitability through job cuts in the longer term.</p><p>However, others may not have the same chance when they report earnings next week, especially chips stocks because of market cyclicality, with overall semiconductor sales for November having decreased by9.2%year-over-year in November. This could impact electronics manufacturing companies and, combined with inflation and consumer credit data coming next week, there could be a decline in the value of the Nasdaq composite, thereby undoing the one-month 17% upside seen by QQQ.</p><p>Conversely, both SQQQ and QID could see gains. In this respect, just a 10% appreciation could result in SQQQ reaching $36.3 (33 x 1.1) based on its current share price of $33. For QID, I have a $20.7 (18.8 x 1.1) target based on its share price of $18.8.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26e121a275487aad9e59895745c02b91\" tg-width=\"640\" tg-height=\"447\" width=\"100%\" height=\"auto\"/><span>Comparison with Peers (www.seekingalpha.com)</span></p><p>Noteworthily, the comparison table above indicates that despite QID being incepted four years before SQQQ, its asset under management is still $426.8 million or less than six times its peer. The same can be noticed for the average traded daily share volume. All these show that the two-time short ETF is much less popular than SQQQ as a trading tool.</p><p>This means that traders have a preference for SQQQ, as it delivers more gains than QID each time the Nasdaq suffers. However, again clinging to my cautionary stance, this higher performance is due to its use of a higher degree of leverage, which means higher volatility as well. This volatility in turn means that the returns one expects will be significantly different from those actually obtained, especially when holding for periods of greater than one day, and one should monitor their trade at least on a daily basis.</p><p>Conclusion</p><p>Therefore, this thesis has made the case for trading opportunities provided by both of these bearish ProShares ETFs, but, at the same time, the risks involved when trading these leveraged ETFs over long periods, or more than one day, have been thoroughly amplified.</p><p>To further justify my cautionary instance and focusing on the top holding or Microsoft, the software giant can rely on its huge cloud platform called Azure as a disinflationary tool, or one which companies can migrate their IT workloads, and subsequently benefit from the Opex charging model, instead of investing heavily in capital-intensive hardware infrastructure to support their core businesses. Thus, according to research by Forrester, software-related expenses which include SaaS, or Software as a Service, will be a major contributor (34%) to tech spend 2023 as corporations actively look for cost savings in a business environment where inflation and high borrowing costs have raised the cost of doing business.</p><p>Furthermore, big tech has already demonstrated an ability to use AI artificial intelligence to bring innovations along their value chain, in such a way that increases productivity. Now software and AI can both drive demand for hardware and semiconductors for data centers as hyperscalers themselves invest in infrastructure to provide SaaS to companies wanting to adopt a cloud-driven Opex cost model. Against such a backdrop, it is not advisable to bet against tech for the long term and, instead, it is better to place a trade shorting the Nasdaq after its 17% rise in the last month.</p><p>Finally, the non-farm payrolls increased by 517K on Friday, which was well above the consensus. Thus, despite big tech cutting jobs, the service sector remains strong, which can drive up core inflation and result in the Federal Reserve continuing its hawkish stance. Now, higher interest rates are not good for equities, but bode well for shorting tools like QID and SQQQ.</p><p><i>This article is written by Chetan Woodun for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>QID And SQQQ ETFs: Possible Gains, But Rather Muted, Beware Of The Risks</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\">\nQID And SQQQ ETFs: Possible Gains, But Rather Muted, Beware Of The Risks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-04 09:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4575252-qid-and-sqqq-etfs-possiblegains-but-rather-muted-beware-of-the-risks><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThere are many variables involved when it comes to shorting tech with either ProShares UltraShort QQQ ETF, QID, or ProShares UltraPro Short QQQ ETF, SQQQ.There are the Fed's actions on interest...</p>\n\n<a href=\"https://seekingalpha.com/article/4575252-qid-and-sqqq-etfs-possiblegains-but-rather-muted-beware-of-the-risks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQQQ":"纳指三倍做空ETF","QID":"纳指两倍做空ETF"},"source_url":"https://seekingalpha.com/article/4575252-qid-and-sqqq-etfs-possiblegains-but-rather-muted-beware-of-the-risks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107975905","content_text":"SummaryThere are many variables involved when it comes to shorting tech with either ProShares UltraShort QQQ ETF, QID, or ProShares UltraPro Short QQQ ETF, SQQQ.There are the Fed's actions on interest rates, tech earnings, and economic slowdown while not forgetting the digital transformation trend and the disinflationary nature of software.However, be cautioned that with opportunities, there are also risks involved in trading highly leveraged ETFs to consider.I also show how SQQQ provides better gains for the same fees and is thus the favorite among traders.Amid the window of opportunity for trading, traders are reminded that this thesis remains bullish for tech over 2023.naphtalina/iStock via Getty ImagesThe fight against inflation is proving to be less challenging than initially expected, as per the latest FOMC Meeting statement on Wednesday, February 1. Well, this is the message that investors seemed to be weighing more than thewords of caution of the U.S. Federal Reserve's Chairman about the possibility of interest rates continuing to be raised.Even, before that, investors have been bullish on tech stocks, as seen by the one-month performance of the Invesco QQQ Trust (NASDAQ:QQQ) which has appreciated by nearly 17% (deep blue chart below). Conversely, the ProShares UltraPro Short QQQ ETF (NASDAQ:SQQQ) and the ProShares UltraShort QQQ ETF (NYSEARCA:QID) have suffered by 39% and 27.5%, respectively.Data by YChartsTherefore, all those who have been shorting tech through these two exchange-traded funds (\"ETFs\") have been crushed, and as this thesis will show, this is likelyto be the case in 2023 despite monetary conditions being tightened at such a frantic pace only seen in the 1980s. Amid this long-term bullishness for tech, this publication will also highlight the trading opportunities with both QID and SQQQ in view of tech's earnings results for the December 2022 quarter.I start with the recent action by the U.S. central bank to provide investors with some perspective.The Fed's MoveFirst, an increase limited to 25bp for the Fed Funds rates, which was almost certain before the FOMC (Federal Open Market Committee) meeting given the progress made in slowing the rise in prices was confirmed. This is its highest level since October 2007 and represents the eighth time the Fed has tightened since March 2022.More importantly, and against the wishes of many who had been hoping for a pause early this year, rate hikes should continue, with no precise indication of the end of monetary tightening, as the committee wants to achieve a sufficiently tight monetary policy stance to bring inflation down to 2%. Moreover, the central bank acknowledges that inflation is starting to decelerate but remains high and that the process of disinflation has begun while specifying that it is premature to declare victory.In these circumstances, while core price inflation is falling, wage growth is slowing, and there are signs that the economy is on the verge of a recession, the Fed could still raise by 25 basis points at the March FOMC meeting before pausing, but, even that is not entirely guaranteed given how fast the data is moving.On the other hand, what is relevant for this thesis - and which also concurs with my previous one concerning the right ETF for a low growth environment - Powell expects \"positive growth,\" but at a subdued pace this year. This cautiously implies that a recession can be avoided and, noteworthily, economists at Goldman Sachs (GS) are also of the same opinion.This is a positive for equities in general, but for tech in particular.Long-Term Tailwinds for Tech Implies Pains for ShortsThe reason is mostly due to tech being less cyclical than other classical sectors of the economy like financials, real estate, and energy. It is already benefiting from the secular digital transformation trend, which got a boost from the Covid-led working-from-home and migration of IT workloads to the cloud.I back this statement firstly through the better year-to-date performance of the S&P 500 Information Technology sector, as shown in the deep blue chart below, compared to those from real estate, financials, and energy.Data by YChartsSecondly, the Quant ratings for both of these two ETFs point to a \"Strong Sell.\"Third, there is a survey by Gartner, the analyst firm, which has cut its growth projections for IT growth by more than two times for 2023, from 5.1% during its October forecast to 2.4% in January. Nevertheless, this still represents growth and is confirmed by Forrester’s forecast published in January 2023 on the U.S. Tech Market which sees IT spending growing at 5.4% or a fall of 7.4% growth from last year.All these signify growth in tech, in turn implying longer-term pains for ETFs that short IT stocks, like QID and SQQQ.The Risks involved in Trading SQQQ and QIDWorst, there are additional downside risks due to both of these ETFs being highly leveraged. In this respect, according to my own experience trading these types of ETFs for the last two years, it is advisable not to trade them over longer periods of time, with the risks also flagged by Seeking Alpha. These revolve around the possibility of suffering from value erosion of your portfolio by holding on to these highly leveraged ETFs, in the hope that just like for buy-and-hold investments, they will offer prospects for turnarounds.Furthermore, due to their high fees of 0.95% and compounding-related losses, they face a phenomenon called ETF decay, meaning approaching zero dollars in value. Avoiding a buy-and-hold investment strategy for these ETFs is also recommended by the Securities and Exchange Commission, as well as ProShares themselves which highlight losses due to the compounding effect as pictured below.Important Considerations for SQQQ and QID (www.proshares.com)On the other hand, as pictured above, Proshares states that one common use of inverse exposure is to seek profits from a market decline. In this respect, both SQQQ and QID could benefit from a temporary decline in the Nasdaq composite.Profiting from Tech's Brief decline to Trade QID and SQQQFirst, QID, as a short ETF, seeks a return that is-2xthe return of the Nasdaq-100 Index. As such, with 49.8% of exposure to IT, this index is highly concentrated in big techs with names like Microsoft (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon (NASDAQ:AMZN) Alphabet (NASDAQ:GOOG), Nvidia (NASDAQ:NVDA), Tesla (NASDAQ:TSLA), etc., as shown below.Nasdaq-100 holdings (www.proshares.com)Second, SQQQ also provides inverse exposure to the Nasdaq-100's list of holdings (above), but at an accelerated pace of three times (-3x).However, the earnings for the quarter ending in December 2022 have been disappointing for the likes of Apple, Amazon, and Google. The problem varies from supply chain issues for the iPhone company, lower demand for the world's largest online retailer while the search giant faces lower advertising spending by online advertisers, etc. However, investors have not dumped their stocks, as they seem to be paying more attention to the companies' ability to improve profitability through job cuts in the longer term.However, others may not have the same chance when they report earnings next week, especially chips stocks because of market cyclicality, with overall semiconductor sales for November having decreased by9.2%year-over-year in November. This could impact electronics manufacturing companies and, combined with inflation and consumer credit data coming next week, there could be a decline in the value of the Nasdaq composite, thereby undoing the one-month 17% upside seen by QQQ.Conversely, both SQQQ and QID could see gains. In this respect, just a 10% appreciation could result in SQQQ reaching $36.3 (33 x 1.1) based on its current share price of $33. For QID, I have a $20.7 (18.8 x 1.1) target based on its share price of $18.8.Comparison with Peers (www.seekingalpha.com)Noteworthily, the comparison table above indicates that despite QID being incepted four years before SQQQ, its asset under management is still $426.8 million or less than six times its peer. The same can be noticed for the average traded daily share volume. All these show that the two-time short ETF is much less popular than SQQQ as a trading tool.This means that traders have a preference for SQQQ, as it delivers more gains than QID each time the Nasdaq suffers. However, again clinging to my cautionary stance, this higher performance is due to its use of a higher degree of leverage, which means higher volatility as well. This volatility in turn means that the returns one expects will be significantly different from those actually obtained, especially when holding for periods of greater than one day, and one should monitor their trade at least on a daily basis.ConclusionTherefore, this thesis has made the case for trading opportunities provided by both of these bearish ProShares ETFs, but, at the same time, the risks involved when trading these leveraged ETFs over long periods, or more than one day, have been thoroughly amplified.To further justify my cautionary instance and focusing on the top holding or Microsoft, the software giant can rely on its huge cloud platform called Azure as a disinflationary tool, or one which companies can migrate their IT workloads, and subsequently benefit from the Opex charging model, instead of investing heavily in capital-intensive hardware infrastructure to support their core businesses. Thus, according to research by Forrester, software-related expenses which include SaaS, or Software as a Service, will be a major contributor (34%) to tech spend 2023 as corporations actively look for cost savings in a business environment where inflation and high borrowing costs have raised the cost of doing business.Furthermore, big tech has already demonstrated an ability to use AI artificial intelligence to bring innovations along their value chain, in such a way that increases productivity. Now software and AI can both drive demand for hardware and semiconductors for data centers as hyperscalers themselves invest in infrastructure to provide SaaS to companies wanting to adopt a cloud-driven Opex cost model. Against such a backdrop, it is not advisable to bet against tech for the long term and, instead, it is better to place a trade shorting the Nasdaq after its 17% rise in the last month.Finally, the non-farm payrolls increased by 517K on Friday, which was well above the consensus. Thus, despite big tech cutting jobs, the service sector remains strong, which can drive up core inflation and result in the Federal Reserve continuing its hawkish stance. Now, higher interest rates are not good for equities, but bode well for shorting tools like QID and SQQQ.This article is written by Chetan Woodun for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957480381,"gmtCreate":1677488055144,"gmtModify":1677488059117,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957480381","repostId":"1106348264","repostType":4,"repost":{"id":"1106348264","pubTimestamp":1677511602,"share":"https://ttm.financial/m/news/1106348264?lang=&edition=fundamental","pubTime":"2023-02-27 23:26","market":"us","language":"en","title":"5 Sizzling Stocks Under $10 the Huge Retail Army Is Rushing to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1106348264","media":"24/7 Wall St.","summary":"While most of Wall Street focuses on large-cap and mega-cap stocks, as they provide a degree of safe","content":"<html><head></head><body><p>While most of Wall Street focuses on large-cap and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy. Many of the biggest public companies, especially the technology giants, trade in the hundreds, all the way up to over $1,000 per share or more. At those steep prices, it is difficult to get any decent share count leverage.</p><p>Many investors, especially more aggressive traders, look at lower-priced stocks as a way not only to make some good money but to get a higher share count. That can really help the decision-making process, especially when you are on to a winner, as you can always sell half and keep half.</p><p>Skeptics of low-priced shares should remember that at one point Amazon, Apple and Netflix traded in the single digits. One stock we featured over the years, Zynga, was purchased by Take-Two Interactive. Cogent Biosciences, which we featured last March, has tripled since then.</p><p>We screened our 24/7 Wall St. research database looking for smaller cap companies that could offer patient investors some huge returns for 2023 and beyond. While these five stocks are rated Buy and have a ton of Wall Street coverage, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p><h2><a href=\"https://laohu8.com/S/PLTR\">Palantir</a></h2><p>Started by Silicon Valley legend Peter Thiel, this company may offer the largest upside potential of all the stocks in this group, and it is also a takeover candidate. Palantir Technologies Inc. builds and deploys software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations.</p><p>Palantir Gotham is the company’s software platform for government operatives in the defense and intelligence sectors that enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants, as well as facilitates the handoff between analysts and operational users, helping operators plan and execute real-world responses to threats that have been identified within the platform.</p><p>The company also provides Palantir Foundry, a platform that transforms the ways organizations operate by creating a central operating system for their data, and it allows individual users to integrate and analyze the data they need in one place.</p><p>Raymond James’s Strong Buy rating is accompanied by a Wall Street high $15 target price. The consensus target is $9.09. On Friday, shares last traded at $8.09 apiece.</p><h2><a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies</a></h2><p>This company took the SPAC route for its IPO and remains a millennial trader favorite. SoFi Technologies, Inc. (NASDAQ: SOFI) provides digital financial services that allow its members to borrow, save, spend, invest and protect their money. The company offers student loans; personal loans for debt consolidation and home improvement projects; and home loans.</p><p>SoFi also provides cash management, investment and other related services. In addition, it operates Galileo, a technology platform that offers services to financial and non-financial institutions, and Apex, a technology-enabled platform that provides investment custody and clearing brokerage services.</p><p>Raymond James has a Strong Buy rating and a $15 price target on this one too. The consensus target is $7.58, and shares closed at $6.38 on Friday.</p><h2><a href=\"https://laohu8.com/S/IHS\">IHS</a></h2><p>Shares of this wireless tower giant have been crushed and offer huge upside potential. IHS Holding Ltd. (NYSE: IHS) owns, operates and develops shared telecommunications infrastructure in Africa, Latin America, Europe and the Middle East. It offers colocation and lease agreement, build-to-suit, fiber connectivity and rural telephony solutions. The company serves mobile network operators, internet service providers, broadcasters, security functions and private corporations.</p><p>Including the approximately 5,700 towers subject to the imminent completion of its pending deal in South Africa, IHS will own nearly 39,000 towers across 11 countries, making the company the third largest independent multinational tower company by tower count. This geographic scale helps diversify the revenue stream, and also positions IHS in some of the largest emerging markets in the world, including the three largest countries in Africa and the largest Latin American country by gross domestic product.</p><p>Goldman Sachs has set its target price at $13, but the consensus target is higher at $15.75. The stock closed on Friday at $7.41.</p><h2></h2><h2><a href=\"https://laohu8.com/S/IQ\">iQIYI</a></h2><p>Many top analysts feel that shares of this company could explode higher soon. iQIYI Inc. (NASDAQ: IQ) provides online entertainment services under the iQIYI brand in the People’s Republic of China. The company offers various products and services, including internet video, online games, live broadcasting, online literature, animations, e-commerce and social media platform.</p><p>The company operates a platform that provides a collection of internet video content, including professionally produced content licensed from professional content providers and self-produced content. iQIYI also provides membership, content distribution and online advertising services.</p><p>In addition, it operates iQIYI Show, a live broadcasting service that enables users to follow their favorite hosts, celebrities and shows in real-time through live broadcasting; and iQIYI Lite, an easy and quick access to the personalized videos based on their user preferences. Further, it is involved in the talent agency and IP licensing activities, as well as engages in developing a video community app.</p><p>The $9 Jefferies target price is well above the $6.42 consensus target. A share price of $7.37 was last seen on Friday.</p><h2><a href=\"https://laohu8.com/S/ENVX\">Enovix</a></h2><p>This company has battery technology for the new age of electric vehicles that could be a total game changer in the industry. Enovix Corp. (NASDAQ: ENVX) is the leader in advanced silicon-anode lithium-ion battery development and production.</p><p>The company’s proprietary 3D cell architecture increases energy density and maintains high cycle life. Enovix is building an advanced silicon-anode lithium-ion battery production facility in the United States for volume production.</p><p>Enovix’s initial goal is to provide designers of category-leading mobile devices with a high-energy battery so they can create more innovative and effective portable products. Enovix is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable widespread utilization of renewable energy.</p><p>Oppenheimer has a $36 target price, while the consensus target is lower at $30.50. The stock last traded on Friday at $8.86.</p><p>These are five stocks for aggressive investors looking to get share count leverage on companies that have sizable upside potential. While not suited for all investors, they are not penny stocks with absolutely no track record or liquidity.</p></body></html>","source":"lsy1636345238431","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>5 Sizzling Stocks Under $10 the Huge Retail Army Is Rushing to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Sizzling Stocks Under $10 the Huge Retail Army Is Rushing to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-27 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/investing/2023/02/25/5-sizzling-stocks-under-10-the-huge-retail-army-is-rushing-to-buy-now/3/><strong>24/7 Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While most of Wall Street focuses on large-cap and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy. Many of the ...</p>\n\n<a href=\"https://247wallst.com/investing/2023/02/25/5-sizzling-stocks-under-10-the-huge-retail-army-is-rushing-to-buy-now/3/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc.","ENVX":"Enovix Corporation","PLTR":"Palantir Technologies Inc.","IQ":"爱奇艺","IHS":"IHS Holding Ltd"},"source_url":"https://247wallst.com/investing/2023/02/25/5-sizzling-stocks-under-10-the-huge-retail-army-is-rushing-to-buy-now/3/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106348264","content_text":"While most of Wall Street focuses on large-cap and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy. Many of the biggest public companies, especially the technology giants, trade in the hundreds, all the way up to over $1,000 per share or more. At those steep prices, it is difficult to get any decent share count leverage.Many investors, especially more aggressive traders, look at lower-priced stocks as a way not only to make some good money but to get a higher share count. That can really help the decision-making process, especially when you are on to a winner, as you can always sell half and keep half.Skeptics of low-priced shares should remember that at one point Amazon, Apple and Netflix traded in the single digits. One stock we featured over the years, Zynga, was purchased by Take-Two Interactive. Cogent Biosciences, which we featured last March, has tripled since then.We screened our 24/7 Wall St. research database looking for smaller cap companies that could offer patient investors some huge returns for 2023 and beyond. While these five stocks are rated Buy and have a ton of Wall Street coverage, it is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.PalantirStarted by Silicon Valley legend Peter Thiel, this company may offer the largest upside potential of all the stocks in this group, and it is also a takeover candidate. Palantir Technologies Inc. builds and deploys software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations.Palantir Gotham is the company’s software platform for government operatives in the defense and intelligence sectors that enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants, as well as facilitates the handoff between analysts and operational users, helping operators plan and execute real-world responses to threats that have been identified within the platform.The company also provides Palantir Foundry, a platform that transforms the ways organizations operate by creating a central operating system for their data, and it allows individual users to integrate and analyze the data they need in one place.Raymond James’s Strong Buy rating is accompanied by a Wall Street high $15 target price. The consensus target is $9.09. On Friday, shares last traded at $8.09 apiece.SoFi TechnologiesThis company took the SPAC route for its IPO and remains a millennial trader favorite. SoFi Technologies, Inc. (NASDAQ: SOFI) provides digital financial services that allow its members to borrow, save, spend, invest and protect their money. The company offers student loans; personal loans for debt consolidation and home improvement projects; and home loans.SoFi also provides cash management, investment and other related services. In addition, it operates Galileo, a technology platform that offers services to financial and non-financial institutions, and Apex, a technology-enabled platform that provides investment custody and clearing brokerage services.Raymond James has a Strong Buy rating and a $15 price target on this one too. The consensus target is $7.58, and shares closed at $6.38 on Friday.IHSShares of this wireless tower giant have been crushed and offer huge upside potential. IHS Holding Ltd. (NYSE: IHS) owns, operates and develops shared telecommunications infrastructure in Africa, Latin America, Europe and the Middle East. It offers colocation and lease agreement, build-to-suit, fiber connectivity and rural telephony solutions. The company serves mobile network operators, internet service providers, broadcasters, security functions and private corporations.Including the approximately 5,700 towers subject to the imminent completion of its pending deal in South Africa, IHS will own nearly 39,000 towers across 11 countries, making the company the third largest independent multinational tower company by tower count. This geographic scale helps diversify the revenue stream, and also positions IHS in some of the largest emerging markets in the world, including the three largest countries in Africa and the largest Latin American country by gross domestic product.Goldman Sachs has set its target price at $13, but the consensus target is higher at $15.75. The stock closed on Friday at $7.41.iQIYIMany top analysts feel that shares of this company could explode higher soon. iQIYI Inc. (NASDAQ: IQ) provides online entertainment services under the iQIYI brand in the People’s Republic of China. The company offers various products and services, including internet video, online games, live broadcasting, online literature, animations, e-commerce and social media platform.The company operates a platform that provides a collection of internet video content, including professionally produced content licensed from professional content providers and self-produced content. iQIYI also provides membership, content distribution and online advertising services.In addition, it operates iQIYI Show, a live broadcasting service that enables users to follow their favorite hosts, celebrities and shows in real-time through live broadcasting; and iQIYI Lite, an easy and quick access to the personalized videos based on their user preferences. Further, it is involved in the talent agency and IP licensing activities, as well as engages in developing a video community app.The $9 Jefferies target price is well above the $6.42 consensus target. A share price of $7.37 was last seen on Friday.EnovixThis company has battery technology for the new age of electric vehicles that could be a total game changer in the industry. Enovix Corp. (NASDAQ: ENVX) is the leader in advanced silicon-anode lithium-ion battery development and production.The company’s proprietary 3D cell architecture increases energy density and maintains high cycle life. Enovix is building an advanced silicon-anode lithium-ion battery production facility in the United States for volume production.Enovix’s initial goal is to provide designers of category-leading mobile devices with a high-energy battery so they can create more innovative and effective portable products. Enovix is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable widespread utilization of renewable energy.Oppenheimer has a $36 target price, while the consensus target is lower at $30.50. The stock last traded on Friday at $8.86.These are five stocks for aggressive investors looking to get share count leverage on companies that have sizable upside potential. While not suited for all investors, they are not penny stocks with absolutely no track record or liquidity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237121028964440,"gmtCreate":1698926428105,"gmtModify":1698926432509,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Love]&nbsp;&nbsp;","listText":"[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Claw]&nbsp;&nbsp;[Love]&nbsp;&nbsp;","text":"[Claw] [Claw] [Claw] [Love]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237121028964440","repostId":"2380655386","repostType":2,"repost":{"id":"2380655386","pubTimestamp":1698924915,"share":"https://ttm.financial/m/news/2380655386?lang=&edition=fundamental","pubTime":"2023-11-02 19:35","market":"us","language":"en","title":"NVDA Stock: While Others Worry, Back Up the Truck","url":"https://stock-news.laohu8.com/highlight/detail?id=2380655386","media":"InvestorPlace","summary":"NVDA stock may seem like it's on the verge of a further correction, but a path to even higher price levels remains.","content":"<html><head></head><body><ul style=\"\"><li><p>Most of the latest news with <strong>Nvidia</strong> (<strong><u>NVDA</u></strong>) stock has been of the negative variety.</p></li><li><p>Shares have encountered weakness lately, and there are concerns this will continue to be the case in the near-term.</p></li><li><p>However, not only is it questionable that NVDA stock will experience a continued correction; a path to even higher prices remains.</p></li></ul><p>For much of 2023, <strong>Nvidia</strong> (NASDAQ: <strong>NVDA</strong>) stock news was positive, but more recently, much of it has been of the negative variety. The market’s enthusiasm for AI stocks continues to cool. High interest rates are making investors hesitant about tech stocks, which, based on traditional valuation metrics, appear pricey in a world of 5% interest rates.</p><p>To top things off, Nvidia appears vulnerable, as tense relations between the U.S. and China affect its business. As these factors drive fear, uncertainty, and doubt about the stock, it’s not surprising many believe a continued correction is in store for shares. However, it’s not set in stone, as I’ll explain below.</p><h2 id=\"id_4023036213\">NVDA Stock: No Need to Panic</h2><p>Concerns about Nvidia may be rising amongst the investing public, but much suggests that the market is overreacting to this news. Yes, there are concerns about growth deceleration in the coming fiscal year (ending January 2025), after the jaw-dropping levels of growth during this fiscal year.</p><p>As the valuation of NVDA stock (forward earnings multiple in the high-30s) is based on the expectation of high future growth, I can understand why this is a concern. Yet while growth is likely to slow down, it’s not screeching to a halt. Sell side forecasts call for Nvidia’s revenue to grow by 46.8% during FY2025. Not too shabby.</p><p>Earnings are expected next fiscal year to rise by an even greater amount (52.8%). This high level of projected earnings growth calls into question the argument shares have become too pricey. Sure, projections are always subject to change. One recent negative development (the U.S. curb on AI chip sales to China) may have a $5 billion impact on sales.</p><p>Still, overall AI chip sales are running in the tens of billions (and still climbing). Demand from other end users will likely help to mitigate the impact of this geopolitical headwind.</p><h2 id=\"id_1236598269\">A Path to $1000 Per Share?</h2><p>With AI chip demand still increasing, and as demand trends among the company’s non-AI end user markets improve, Nvidia appears well-positioned to meet/beat expectations with its subsequent earnings releases.</p><p>Even if interest rates stay high in the coming twelve months, continuing to place pressure on the market, a high level of earnings growth could help NVDA stock bounce back. Re-hitting past price levels (north of $500 per share) is well within reach.</p><p>However, it’s not as if the only “play” with NVDA is to buy now at around $410 per share, and flip it once it re-hits $500 per share. Over the next few years, this stock may just well soar to prices nearing, or even topping, $1000 per share. As I recently argued, Nvidia is the dominant name in AI chips, and that’s not going away.</p><p>Even as competitors play catch up, Nvidia’s market share (estimated to be in the 70%–80% range) may not decrease by much. With the AI chip market set to keep climbing at a rapid clip, don’t discount NVDA’s chances of hitting the level of earnings needed to send this stock up to $1000 per share (around 144% above today’s price levels).</p><h2 id=\"id_2799446528\">There’s Still Good Reason to Stay Bullish</h2><p>In the immediate term, these worries could keep affecting the performance of NVDA. Shares may even slide down below the $400 per share price levels. However, if worries keep weighing on Nvidia in the coming weeks, don’t fear.</p><p>Take advantage instead. Entering/adding to a position could soon start to pay off as soon as Nov. 21. That’s when the company next reports quarterly earnings. The latest results/updates to guidance could assuage concerns, sparking a post-earnings rally.</p><p>Even if there isn’t a post-earnings rally, barring the unforeseen unveiling of news/results that materially changes the story, still hang onto a position.</p><p>It may take several quarters for the market at-large to assume a bullish stance again on NVDA stock, but in time, those focused on the future, not dwelling on temporary concerns, could be rewarded in a big way.</p><p>NVDA stock earns an A rating in <em>Portfolio Grader</em>.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVDA Stock: While Others Worry, Back Up the Truck</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\">\nNVDA Stock: While Others Worry, Back Up the Truck\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-02 19:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/11/nvda-stock-while-others-worry-back-up-the-truck/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Most of the latest news with Nvidia (NVDA) stock has been of the negative variety.Shares have encountered weakness lately, and there are concerns this will continue to be the case in the near-term....</p>\n\n<a href=\"https://investorplace.com/market360/2023/11/nvda-stock-while-others-worry-back-up-the-truck/\">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://investorplace.com/market360/2023/11/nvda-stock-while-others-worry-back-up-the-truck/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2380655386","content_text":"Most of the latest news with Nvidia (NVDA) stock has been of the negative variety.Shares have encountered weakness lately, and there are concerns this will continue to be the case in the near-term.However, not only is it questionable that NVDA stock will experience a continued correction; a path to even higher prices remains.For much of 2023, Nvidia (NASDAQ: NVDA) stock news was positive, but more recently, much of it has been of the negative variety. The market’s enthusiasm for AI stocks continues to cool. High interest rates are making investors hesitant about tech stocks, which, based on traditional valuation metrics, appear pricey in a world of 5% interest rates.To top things off, Nvidia appears vulnerable, as tense relations between the U.S. and China affect its business. As these factors drive fear, uncertainty, and doubt about the stock, it’s not surprising many believe a continued correction is in store for shares. However, it’s not set in stone, as I’ll explain below.NVDA Stock: No Need to PanicConcerns about Nvidia may be rising amongst the investing public, but much suggests that the market is overreacting to this news. Yes, there are concerns about growth deceleration in the coming fiscal year (ending January 2025), after the jaw-dropping levels of growth during this fiscal year.As the valuation of NVDA stock (forward earnings multiple in the high-30s) is based on the expectation of high future growth, I can understand why this is a concern. Yet while growth is likely to slow down, it’s not screeching to a halt. Sell side forecasts call for Nvidia’s revenue to grow by 46.8% during FY2025. Not too shabby.Earnings are expected next fiscal year to rise by an even greater amount (52.8%). This high level of projected earnings growth calls into question the argument shares have become too pricey. Sure, projections are always subject to change. One recent negative development (the U.S. curb on AI chip sales to China) may have a $5 billion impact on sales.Still, overall AI chip sales are running in the tens of billions (and still climbing). Demand from other end users will likely help to mitigate the impact of this geopolitical headwind.A Path to $1000 Per Share?With AI chip demand still increasing, and as demand trends among the company’s non-AI end user markets improve, Nvidia appears well-positioned to meet/beat expectations with its subsequent earnings releases.Even if interest rates stay high in the coming twelve months, continuing to place pressure on the market, a high level of earnings growth could help NVDA stock bounce back. Re-hitting past price levels (north of $500 per share) is well within reach.However, it’s not as if the only “play” with NVDA is to buy now at around $410 per share, and flip it once it re-hits $500 per share. Over the next few years, this stock may just well soar to prices nearing, or even topping, $1000 per share. As I recently argued, Nvidia is the dominant name in AI chips, and that’s not going away.Even as competitors play catch up, Nvidia’s market share (estimated to be in the 70%–80% range) may not decrease by much. With the AI chip market set to keep climbing at a rapid clip, don’t discount NVDA’s chances of hitting the level of earnings needed to send this stock up to $1000 per share (around 144% above today’s price levels).There’s Still Good Reason to Stay BullishIn the immediate term, these worries could keep affecting the performance of NVDA. Shares may even slide down below the $400 per share price levels. However, if worries keep weighing on Nvidia in the coming weeks, don’t fear.Take advantage instead. Entering/adding to a position could soon start to pay off as soon as Nov. 21. That’s when the company next reports quarterly earnings. The latest results/updates to guidance could assuage concerns, sparking a post-earnings rally.Even if there isn’t a post-earnings rally, barring the unforeseen unveiling of news/results that materially changes the story, still hang onto a position.It may take several quarters for the market at-large to assume a bullish stance again on NVDA stock, but in time, those focused on the future, not dwelling on temporary concerns, could be rewarded in a big way.NVDA stock earns an A rating in Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952951608,"gmtCreate":1674379064004,"gmtModify":1676538938801,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":24,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952951608","repostId":"1172208937","repostType":4,"repost":{"id":"1172208937","pubTimestamp":1674373472,"share":"https://ttm.financial/m/news/1172208937?lang=&edition=fundamental","pubTime":"2023-01-22 15:44","market":"us","language":"en","title":"2 Genius Dividend Stocks to Buy in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1172208937","media":"Motley Fool","summary":"KEY POINTSOver the long term, dividend growth stocks have outperformed companies that tend to hold t","content":"<html><head></head><body><h3>KEY POINTS</h3><ul><li>Over the long term, dividend growth stocks have outperformed companies that tend to hold their payouts steady.</li><li>Apple has been a standout dividend grower, increasing its payouts every year since it brought its dividend back a decade ago.</li><li>Since initiating payouts 12 years ago, Broadcom has delivered eye-popping dividend growth.</li></ul><p>This is a savvier way to invest in dividend stocks.</p><p>Many dividend-seeking investors gravitate to certain stocks because of their yields. The smarter play, however, is to concentrate on buying and holding stocks that have a history of growing their payouts. Stocks in that category have a history of producing higher returns than companies that strive to maintain outsized payouts.</p><p>The data is eye-opening. Over the last 50 years, dividend growers and initiators have delivered total annual returns averaging 10.7% -- higher than the S&amp;P 500&#39;s 8.2% average annual total return -- according to data by Ned Davis Research and Hartford Funds. For comparison, companies that maintained their dividends only produced average annual total returns of 7.1%.</p><p>Tech giants <a href=\"https://laohu8.com/S/AAPL\">Apple </a> and <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> both have long histories of dividend growth. And with more payout increases likely down the road, they&#39;re smart buys for dividend investors as we start the year.</p><h3>A cash flow machine</h3><p>Some income-focused investors may dismiss Apple&#39;s stock given its paltry payout. Its current dividend yield of 0.7% is lower than the S&amp;P 500&#39;s 1.7% yield.</p><p>However, what Apple&#39;s dividend lacks in size, it more than makes up for in growth. The tech giant has increased its payout every year since it re-instituted its dividend in 2012, and has increased its annual payouts by 143% since then. Those growing payouts have helped drive market-crushing annualized total returns for Apple of nearly 21%, significantly outpacing the 13.2% average annual total returns of the S&amp;P 500.</p><p>Despite its mammoth size, Apple continues to grow at a healthy rate. It delivered another record-breaking quarter last period, with its revenue expanding by 8%. Meanwhile, its operating cash flow increased by $18 billion to more than $122 billion. That gave the company more money to invest in developing products and services, and more to return to shareholders via dividends and share repurchases. Between those two, Apple sent investors more than $29 billion last quarter, including about $3.7 billion in dividends.</p><p>Even with those outlays, it maintained a robust balance sheet with nearly $170 billion of cash and marketable securities. With its current dividend payment consuming only a small percentage of its cash flow, Apple has plenty of room to grow its payout.</p><h3>Accelerating its software growth</h3><p>Broadcom holds a more obvious appeal for income investors given its relatively attractive yield of 3.2%. That above-average payout is due to the company&#39;s strong cash flows and its dividend payout policy. The company converted 49% of its revenue into free cash flow in its fiscal 2022, which ended Oct. 30. Meanwhile, it set a policy to pay 50% of its prior fiscal year&#39;s free cash flow to shareholders via the dividend. It uses the other half to invest in growth and to repurchase shares. As it has been generating strong and growing free cash flow, Broadcom has steadily increased its dividend.</p><p>The semiconductor and infrastructure software solutions company increased its dividend by 12% for its fiscal 2023. That marked Broadcom&#39;s 12th straight year of increasing its payout since it initiated a dividend in its fiscal 2011. The company has increased its payout by a jaw-dropping 5,650% since that first payment. That has helped power it to a market-obliterating average annual total return of 31.3%, compared to 12.2% for the S&amp;P 500.</p><p>Broadcom should be able to continue growing its dividend. A big driver of its earnings is its burgeoning software business. The company is working to accelerate its software capabilities by acquiring VMware in a $61 billion cash-and-stock deal. That deal should provide new growth opportunities, helping Broadcom to continue expanding its free cash flow and dividends.</p><h3>Consider the total picture</h3><p>It can be easy for income-focused investors to be drawn to the allure of high current dividend yields. However, the wiser investments can be those companies that are well-positioned (and well-inclined) to grow their payouts, because those companies have historically produced higher total returns for their shareholders. That has certainly been the case for Apple and Broadcom since they started paying dividends more than a decade ago. With more dividend growth ahead, these tech giants look like smart dividend stocks to buy this year.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Genius Dividend Stocks to Buy in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Genius Dividend Stocks to Buy in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-22 15:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/21/2-genius-dividend-stocks-to-buy-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSOver the long term, dividend growth stocks have outperformed companies that tend to hold their payouts steady.Apple has been a standout dividend grower, increasing its payouts every year ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/21/2-genius-dividend-stocks-to-buy-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/01/21/2-genius-dividend-stocks-to-buy-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172208937","content_text":"KEY POINTSOver the long term, dividend growth stocks have outperformed companies that tend to hold their payouts steady.Apple has been a standout dividend grower, increasing its payouts every year since it brought its dividend back a decade ago.Since initiating payouts 12 years ago, Broadcom has delivered eye-popping dividend growth.This is a savvier way to invest in dividend stocks.Many dividend-seeking investors gravitate to certain stocks because of their yields. The smarter play, however, is to concentrate on buying and holding stocks that have a history of growing their payouts. Stocks in that category have a history of producing higher returns than companies that strive to maintain outsized payouts.The data is eye-opening. Over the last 50 years, dividend growers and initiators have delivered total annual returns averaging 10.7% -- higher than the S&P 500's 8.2% average annual total return -- according to data by Ned Davis Research and Hartford Funds. For comparison, companies that maintained their dividends only produced average annual total returns of 7.1%.Tech giants Apple  and Broadcom both have long histories of dividend growth. And with more payout increases likely down the road, they're smart buys for dividend investors as we start the year.A cash flow machineSome income-focused investors may dismiss Apple's stock given its paltry payout. Its current dividend yield of 0.7% is lower than the S&P 500's 1.7% yield.However, what Apple's dividend lacks in size, it more than makes up for in growth. The tech giant has increased its payout every year since it re-instituted its dividend in 2012, and has increased its annual payouts by 143% since then. Those growing payouts have helped drive market-crushing annualized total returns for Apple of nearly 21%, significantly outpacing the 13.2% average annual total returns of the S&P 500.Despite its mammoth size, Apple continues to grow at a healthy rate. It delivered another record-breaking quarter last period, with its revenue expanding by 8%. Meanwhile, its operating cash flow increased by $18 billion to more than $122 billion. That gave the company more money to invest in developing products and services, and more to return to shareholders via dividends and share repurchases. Between those two, Apple sent investors more than $29 billion last quarter, including about $3.7 billion in dividends.Even with those outlays, it maintained a robust balance sheet with nearly $170 billion of cash and marketable securities. With its current dividend payment consuming only a small percentage of its cash flow, Apple has plenty of room to grow its payout.Accelerating its software growthBroadcom holds a more obvious appeal for income investors given its relatively attractive yield of 3.2%. That above-average payout is due to the company's strong cash flows and its dividend payout policy. The company converted 49% of its revenue into free cash flow in its fiscal 2022, which ended Oct. 30. Meanwhile, it set a policy to pay 50% of its prior fiscal year's free cash flow to shareholders via the dividend. It uses the other half to invest in growth and to repurchase shares. As it has been generating strong and growing free cash flow, Broadcom has steadily increased its dividend.The semiconductor and infrastructure software solutions company increased its dividend by 12% for its fiscal 2023. That marked Broadcom's 12th straight year of increasing its payout since it initiated a dividend in its fiscal 2011. The company has increased its payout by a jaw-dropping 5,650% since that first payment. That has helped power it to a market-obliterating average annual total return of 31.3%, compared to 12.2% for the S&P 500.Broadcom should be able to continue growing its dividend. A big driver of its earnings is its burgeoning software business. The company is working to accelerate its software capabilities by acquiring VMware in a $61 billion cash-and-stock deal. That deal should provide new growth opportunities, helping Broadcom to continue expanding its free cash flow and dividends.Consider the total pictureIt can be easy for income-focused investors to be drawn to the allure of high current dividend yields. However, the wiser investments can be those companies that are well-positioned (and well-inclined) to grow their payouts, because those companies have historically produced higher total returns for their shareholders. That has certainly been the case for Apple and Broadcom since they started paying dividends more than a decade ago. With more dividend growth ahead, these tech giants look like smart dividend stocks to buy this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957989470,"gmtCreate":1676893722990,"gmtModify":1676893725725,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957989470","repostId":"2312226304","repostType":4,"repost":{"id":"2312226304","pubTimestamp":1676880253,"share":"https://ttm.financial/m/news/2312226304?lang=&edition=fundamental","pubTime":"2023-02-20 16:04","market":"us","language":"en","title":"Fed’s Preferred Inflation Gauges Seen Running Hot","url":"https://stock-news.laohu8.com/highlight/detail?id=2312226304","media":"Bloomberg","summary":"Another gauge of US prices will likely focus investors againCentral-bank decisions due in New Zealan","content":"<html><head></head><body><ul><li>Another gauge of US prices will likely focus investors again</li><li>Central-bank decisions due in New Zealand and South Korea</li></ul><p>The Federal Reserve’s preferred inflation gauges this week, along with a groundswell of consumer spending, are seen fomenting debate among central bankers on the need to adjust the pace of interest-rate increases.</p><p>The US personal consumption expenditures price index is forecast to rise 0.5% in January from a month earlier, the largest advance since mid-2022. The median estimate in a Bloomberg survey of economists expects a 0.4% advance in the core measure, which excludes food and fuel and better reflects underlying inflation.</p><p><img src=\"https://static.tigerbbs.com/09dfd31c5b7e3c57b241022ccc73a243\" tg-width=\"973\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/></p><p>Those monthly advances are seen slowing the deceleration in annual inflation that remains well north of the Fed’s goal. In addition, Friday’s data will underscore a fully engaged American consumer, with economists anticipating the sharpest advance in nominal spending on goods and services since October 2021.</p><p>This week’s report is also projected to show the largest increase in personal income in 1 1/2 years, fueled both by a resilient job market and a large upward cost-of-living adjustment for Social Security recipients.</p><p>In sum, the income and spending data are expected to illustrate the challenge confronting a Fed in the midst of its most aggressive policy tightening campaign in a generation. The report follows figures this past week revealing a spike in retail sales and hotter-than-anticipated consumer and producer price data.</p><blockquote><b>What Bloomberg Economics Says:</b></blockquote><blockquote>“It’s stunning that the decline in year-over-year inflation has stalled completely, given the favorable base effects and supply environment. That means it won’t take much for new inflation peaks to arise.”</blockquote><blockquote>—Anna Wong, Eliza Winger and Stuart Paul. For full analysis</blockquote><p>Investors have been upping their bets on how far the Fed will raise rates this tightening cycle. They now see the federal funds rate climbing to 5.3% in July, according to interest-rate futures. That compares with a perceived peak rate of 4.9% just two weeks ago.</p><p>Minutes from the Fed’s latest policy meeting, at which the central bank raised its benchmark rate by 25 basis points, will also be released on Wednesday. The readout may help shed light on the appetite for a bigger increase when policymakers convene again in March after recent comments from some officials suggested as much.</p><p>Cleveland Fed President Loretta Mester said this week that she had seen a “compelling economic case” for rolling out another 50 basis-point hike earlier this month, while the St. Louis Fed’s James Bullard said he wouldn’t rule out supporting such an increase in March.</p><p>January new- and existing-home sales, along with the second estimate of fourth-quarter gross domestic product, are among other US data releases this week.</p><p>Elsewhere, in North America, Canada’s January inflation data will inform trader bets on the future path of rates after the Bank of Canada declared a conditional pause to hikes, only to see the labor market tighten further.</p><p>Meanwhile testimony by Japan’s next central-bank chief, a Group of 20 meeting of finance ministers, and rate increases in New Zealand and Israel, are among other highlights of the week ahead.</p><p><img src=\"https://static.tigerbbs.com/9d4f54e18ea45f323904b5b58fcb1abe\" tg-width=\"970\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/></p><h2>Asia</h2><p>In a big week for central banking in Asia-Pacific, investors will get their first detailed look into Kazuo Ueda’s policy views on Friday during the first parliamentary hearings for the nominee to become Bank of Japan governor.</p><p><img src=\"https://static.tigerbbs.com/426a4d49595f8ac904138c2aaec3fd46\" tg-width=\"991\" tg-height=\"559\" referrerpolicy=\"no-referrer\"/></p><p>That’ll follow another expected rate hike from the Reserve Bank of New Zealand as it continues to battle inflation in excess of 7%.</p><p>The Bank of Korea is predicted to pause amid signs of strain in its economy, though another hike can’t be ruled out given inflation remains above 5%.</p><p>Minutes from the most recent Reserve Bank of Australia meeting are likely to give more insight into the board’s thinking on further rate hikes as Governor Philip Lowe battles to fight off criticism over his leadership.</p><p>Ahead of the weekend, Japanese inflation figures are expected to show there’s still plenty of heat in prices for the new BOJ governor to consider.</p><p>And in India, Group of 20 finance chiefs will meet later in the week to discuss the world economy in their first such gathering of the year.</p><h2>Europe, Middle East, Africa</h2><p>Euro-region data highlights include the flash survey readings from purchasing managers for February, providing insights into how well the economy is holding up after unexpectedly growing in the fourth quarter. That’s scheduled for Tuesday.</p><p>The final reading of euro-zone inflation, due on Thursday, will take on greater significance than usual after delayed German data was omitted from the first estimate. Economists anticipate a small upward revision.</p><p>In Germany itself, the Ifo index of business sentiment on Wednesday will signal how Europe’s biggest economy is weathering the energy crisis. Economists forecast improvements on all key measures.</p><p><img src=\"https://static.tigerbbs.com/0a3e77a7e6e7f953c61b74d324f0e9ab\" tg-width=\"970\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>In the UK, where inflation slowed more than expected last month, investors will watch for analysis of what that means for policy from Bank of England officials. Catherine Mann and Silvana Tenreyro are both scheduled to make appearances.</p><p>Over in the Nordic region, on Monday the Riksbank will release minutes of its inaugural meeting of 2023. That decision, which featured a half-point rate increase, a pledge to sell bonds, and a pivot toward seeking a stronger krona, was the first for new Swedish Governor Erik Thedeen.</p><p><img src=\"https://static.tigerbbs.com/6f64ad16e96db82fb803c88610951dc7\" tg-width=\"961\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/></p><p>Looking south, Israel’s central bank will likely deliver the smallest rate hike of its monetary tightening cycle by lifting its benchmark a quarter percentage point to 4% on Monday. But a surprise pickup in inflation, alongside political turbulence, raise the risk that policymakers could opt for a more aggressive move.</p><p>South African Finance Minister Enoch Godongwana will present his annual budget on Wednesday. He’s expected to announce how much of state power utility Eskom Holdings SOC Ltd.’s 400 billion-rand ($22 billion) debt will be taken over by the government.</p><p>Nigerian data on Wednesday may show growth slowed to 1.9% in the fourth quarter from 2.3% in the prior three-month period, according to economist estimates. That’s as cash shortages, rising debt-servicing costs, deteriorating fiscal balances, a plunging naira and election jitters curtail spending and investment.</p><p>Turkey’s central bank is set to cut rates to less than 9%, as pledged by President Recep Tayyip Erdogan earlier this month. The country’s devastating earthquakes will also spur officials to carry out more easing on Thursday, economists say.</p><h2>Latin America</h2><p>In Mexico, the mid-month consumer price report should underscore the obvious: inflation is elevated, well over target and sticky as the headline rate hovers near 7.8% while core readings continue to run above 8%.</p><p>The minutes of Banxico’s Feb. 9 meeting may offer some guidance on what policymakers see as a possible terminal rate from the current 11% and how long they might decide to keep it there.</p><p><img src=\"https://static.tigerbbs.com/3957d2cd38542301d6ca0ffd3933026a\" tg-width=\"971\" tg-height=\"571\" referrerpolicy=\"no-referrer\"/></p><p>December GDP-proxy data from Argentina and Mexico will probably show that both economies are cooling rapidly. Peru’s fourth-quarter output report is also predicted to reveal a drop in momentum, capturing the December onset of political turmoil and nationwide unrest set off by President Pedro Castillo’s ouster.</p><p>Brazil’s central bank posts its market expectations survey at mid-week with the end of the Carnival holiday. Both President Luiz Inacio Lula da Silva and central bank chief Roberto Campos Neto gave high-profile interviews that may help damp tensions over monetary policy that are at least partly to blame for rising inflation expectations.</p><p><img src=\"https://static.tigerbbs.com/3f2d42304664e37aaaa28dfa22da31d1\" tg-width=\"967\" tg-height=\"497\" referrerpolicy=\"no-referrer\"/></p><p>Mid-month consumer price data posted Friday may show inflation is hung up near the 5.79% currently forecast for year-end 2023 and precisely where it finished 2022.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Preferred Inflation Gauges Seen Running Hot</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed’s Preferred Inflation Gauges Seen Running Hot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-20 16:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-18/federal-reserve-interest-rates-latest-inflation-seen-running-hot><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Another gauge of US prices will likely focus investors againCentral-bank decisions due in New Zealand and South KoreaThe Federal Reserve’s preferred inflation gauges this week, along with a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-18/federal-reserve-interest-rates-latest-inflation-seen-running-hot\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BK4142":"酒店、度假村与豪华游轮",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-02-18/federal-reserve-interest-rates-latest-inflation-seen-running-hot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312226304","content_text":"Another gauge of US prices will likely focus investors againCentral-bank decisions due in New Zealand and South KoreaThe Federal Reserve’s preferred inflation gauges this week, along with a groundswell of consumer spending, are seen fomenting debate among central bankers on the need to adjust the pace of interest-rate increases.The US personal consumption expenditures price index is forecast to rise 0.5% in January from a month earlier, the largest advance since mid-2022. The median estimate in a Bloomberg survey of economists expects a 0.4% advance in the core measure, which excludes food and fuel and better reflects underlying inflation.Those monthly advances are seen slowing the deceleration in annual inflation that remains well north of the Fed’s goal. In addition, Friday’s data will underscore a fully engaged American consumer, with economists anticipating the sharpest advance in nominal spending on goods and services since October 2021.This week’s report is also projected to show the largest increase in personal income in 1 1/2 years, fueled both by a resilient job market and a large upward cost-of-living adjustment for Social Security recipients.In sum, the income and spending data are expected to illustrate the challenge confronting a Fed in the midst of its most aggressive policy tightening campaign in a generation. The report follows figures this past week revealing a spike in retail sales and hotter-than-anticipated consumer and producer price data.What Bloomberg Economics Says:“It’s stunning that the decline in year-over-year inflation has stalled completely, given the favorable base effects and supply environment. That means it won’t take much for new inflation peaks to arise.”—Anna Wong, Eliza Winger and Stuart Paul. For full analysisInvestors have been upping their bets on how far the Fed will raise rates this tightening cycle. They now see the federal funds rate climbing to 5.3% in July, according to interest-rate futures. That compares with a perceived peak rate of 4.9% just two weeks ago.Minutes from the Fed’s latest policy meeting, at which the central bank raised its benchmark rate by 25 basis points, will also be released on Wednesday. The readout may help shed light on the appetite for a bigger increase when policymakers convene again in March after recent comments from some officials suggested as much.Cleveland Fed President Loretta Mester said this week that she had seen a “compelling economic case” for rolling out another 50 basis-point hike earlier this month, while the St. Louis Fed’s James Bullard said he wouldn’t rule out supporting such an increase in March.January new- and existing-home sales, along with the second estimate of fourth-quarter gross domestic product, are among other US data releases this week.Elsewhere, in North America, Canada’s January inflation data will inform trader bets on the future path of rates after the Bank of Canada declared a conditional pause to hikes, only to see the labor market tighten further.Meanwhile testimony by Japan’s next central-bank chief, a Group of 20 meeting of finance ministers, and rate increases in New Zealand and Israel, are among other highlights of the week ahead.AsiaIn a big week for central banking in Asia-Pacific, investors will get their first detailed look into Kazuo Ueda’s policy views on Friday during the first parliamentary hearings for the nominee to become Bank of Japan governor.That’ll follow another expected rate hike from the Reserve Bank of New Zealand as it continues to battle inflation in excess of 7%.The Bank of Korea is predicted to pause amid signs of strain in its economy, though another hike can’t be ruled out given inflation remains above 5%.Minutes from the most recent Reserve Bank of Australia meeting are likely to give more insight into the board’s thinking on further rate hikes as Governor Philip Lowe battles to fight off criticism over his leadership.Ahead of the weekend, Japanese inflation figures are expected to show there’s still plenty of heat in prices for the new BOJ governor to consider.And in India, Group of 20 finance chiefs will meet later in the week to discuss the world economy in their first such gathering of the year.Europe, Middle East, AfricaEuro-region data highlights include the flash survey readings from purchasing managers for February, providing insights into how well the economy is holding up after unexpectedly growing in the fourth quarter. That’s scheduled for Tuesday.The final reading of euro-zone inflation, due on Thursday, will take on greater significance than usual after delayed German data was omitted from the first estimate. Economists anticipate a small upward revision.In Germany itself, the Ifo index of business sentiment on Wednesday will signal how Europe’s biggest economy is weathering the energy crisis. Economists forecast improvements on all key measures.In the UK, where inflation slowed more than expected last month, investors will watch for analysis of what that means for policy from Bank of England officials. Catherine Mann and Silvana Tenreyro are both scheduled to make appearances.Over in the Nordic region, on Monday the Riksbank will release minutes of its inaugural meeting of 2023. That decision, which featured a half-point rate increase, a pledge to sell bonds, and a pivot toward seeking a stronger krona, was the first for new Swedish Governor Erik Thedeen.Looking south, Israel’s central bank will likely deliver the smallest rate hike of its monetary tightening cycle by lifting its benchmark a quarter percentage point to 4% on Monday. But a surprise pickup in inflation, alongside political turbulence, raise the risk that policymakers could opt for a more aggressive move.South African Finance Minister Enoch Godongwana will present his annual budget on Wednesday. He’s expected to announce how much of state power utility Eskom Holdings SOC Ltd.’s 400 billion-rand ($22 billion) debt will be taken over by the government.Nigerian data on Wednesday may show growth slowed to 1.9% in the fourth quarter from 2.3% in the prior three-month period, according to economist estimates. That’s as cash shortages, rising debt-servicing costs, deteriorating fiscal balances, a plunging naira and election jitters curtail spending and investment.Turkey’s central bank is set to cut rates to less than 9%, as pledged by President Recep Tayyip Erdogan earlier this month. The country’s devastating earthquakes will also spur officials to carry out more easing on Thursday, economists say.Latin AmericaIn Mexico, the mid-month consumer price report should underscore the obvious: inflation is elevated, well over target and sticky as the headline rate hovers near 7.8% while core readings continue to run above 8%.The minutes of Banxico’s Feb. 9 meeting may offer some guidance on what policymakers see as a possible terminal rate from the current 11% and how long they might decide to keep it there.December GDP-proxy data from Argentina and Mexico will probably show that both economies are cooling rapidly. Peru’s fourth-quarter output report is also predicted to reveal a drop in momentum, capturing the December onset of political turmoil and nationwide unrest set off by President Pedro Castillo’s ouster.Brazil’s central bank posts its market expectations survey at mid-week with the end of the Carnival holiday. Both President Luiz Inacio Lula da Silva and central bank chief Roberto Campos Neto gave high-profile interviews that may help damp tensions over monetary policy that are at least partly to blame for rising inflation expectations.Mid-month consumer price data posted Friday may show inflation is hung up near the 5.79% currently forecast for year-end 2023 and precisely where it finished 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952681569,"gmtCreate":1674688388451,"gmtModify":1676538952782,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952681569","repostId":"2306480413","repostType":4,"repost":{"id":"2306480413","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":1674688076,"share":"https://ttm.financial/m/news/2306480413?lang=&edition=fundamental","pubTime":"2023-01-26 07:07","market":"us","language":"en","title":"S&P 500 Closes Slightly Red As Weak Corporate Guidance Fuels Recession Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=2306480413","media":"Reuters","summary":"* AT&T gains on subscriber adds* General Dynamics slides after weak outlook* Tesla results expected ","content":"<html><head></head><body><p>* AT&amp;T gains on subscriber adds</p><p>* General Dynamics slides after weak outlook</p><p>* Tesla results expected after the bell</p><p>* Indexes: Dow up 0.03%, S&amp;P 500 off 0.02%, Nasdaq down 0.18%</p><p><img src=\"https://static.tigerbbs.com/423fe09b7f581b9304f3da1118bdd699\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Jan 25 (Reuters) - The S&amp;P 500 ended nominally lower on Wednesday as a string of corporate earnings ran the gamut from downbeat to dismal, reviving worries over the economic impact of the U.S. Federal Reserve&#39;s restrictive policy.</p><p>All three major U.S. stock indexes pared their losses throughout the afternoon to close well off session lows, with the blue-chip Dow eking out a small gain in the final minutes.</p><p>The tech-laden Nasdaq was weighed down after Microsoft Corp, the first major technology firm to post quarterly results, offereddour guidanceand raised red flags with respect to its megacap peers which have yet to report.</p><p>&#34;We’ve had up and down days, that indicates an ongoing tug-of-war,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. &#34;The dour guidance good news from the standpoint of what the Fed is doing is working.&#34;</p><p>&#34;That outcome has become the catalyst for the market one way or the other,&#34; Carlson added. &#34;Earnings matter but what’s really got the market’s focus is the Fed interest rate/inflation story.&#34;</p><p>Fourth-quarter earnings season has shifted into overdrive, with 95 of the companies in the S&amp;P 500 having reported. Of those, 67% have beat consensus estimates, well below the 76% average beat rate over the past four quarters, according to Refintiv.</p><p>Analysts now see aggregate S&amp;P 500 earnings dropping 3.0% year-on-year, nearly double the 1.6% drop seen on Jan. 1, per Refinitiv.</p><p>The Dow Jones Industrial Average rose 9.88 points, or 0.03%, to 33,743.84, the S&amp;P 500 lost 0.73 points, or 0.02%, to 4,016.22 and the Nasdaq Composite dropped 20.92 points, or 0.18%, to 11,313.36.</p><p>Five of the 11 major sectors of the S&amp;P 500 ended lower, with utilities(.SPLRCU)suffering the largest percentage loss.</p><p>Abbott Laboratories dropped 1.4%, as weaker-than-expected medical device sales weighed on the stock.</p><p>Among gainers, News Corp jumped 5.7% after Rupert Murdoch withdrew a proposal to reunite News Corp and Fox Corp.</p><p>AT&amp;T Inc also delivered disappointing guidance but its renewed focus on its telecoms business helpedboost subscriber numbers, sending its shares up 6.6%.</p><p>General Dynamics Corp beat quarterly expectations, but aweak 2023 forecasthelped send the defense contractor&#39;s shares sliding 3.6%.</p><p>Finally, in a post-script to Tuesday&#39;s technical glitch which halted the opening auctions for a spate of stocks and prompted a review by the U.S. Securities and Exchange Commission (SEC), the New York Stock Exchange (NYSE) said a manual error resulted in the snafu which caused widespread confusion at the opening bell.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.25-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 61 new highs and 30 new lows.</p><p>Volume on U.S. exchanges was 10.89 billion shares, compared with the 10.78 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 Closes Slightly Red As Weak Corporate Guidance Fuels Recession Fears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 Closes Slightly Red As Weak Corporate Guidance Fuels Recession Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-26 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* AT&amp;T gains on subscriber adds</p><p>* General Dynamics slides after weak outlook</p><p>* Tesla results expected after the bell</p><p>* Indexes: Dow up 0.03%, S&amp;P 500 off 0.02%, Nasdaq down 0.18%</p><p><img src=\"https://static.tigerbbs.com/423fe09b7f581b9304f3da1118bdd699\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Jan 25 (Reuters) - The S&amp;P 500 ended nominally lower on Wednesday as a string of corporate earnings ran the gamut from downbeat to dismal, reviving worries over the economic impact of the U.S. Federal Reserve&#39;s restrictive policy.</p><p>All three major U.S. stock indexes pared their losses throughout the afternoon to close well off session lows, with the blue-chip Dow eking out a small gain in the final minutes.</p><p>The tech-laden Nasdaq was weighed down after Microsoft Corp, the first major technology firm to post quarterly results, offereddour guidanceand raised red flags with respect to its megacap peers which have yet to report.</p><p>&#34;We’ve had up and down days, that indicates an ongoing tug-of-war,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. &#34;The dour guidance good news from the standpoint of what the Fed is doing is working.&#34;</p><p>&#34;That outcome has become the catalyst for the market one way or the other,&#34; Carlson added. &#34;Earnings matter but what’s really got the market’s focus is the Fed interest rate/inflation story.&#34;</p><p>Fourth-quarter earnings season has shifted into overdrive, with 95 of the companies in the S&amp;P 500 having reported. Of those, 67% have beat consensus estimates, well below the 76% average beat rate over the past four quarters, according to Refintiv.</p><p>Analysts now see aggregate S&amp;P 500 earnings dropping 3.0% year-on-year, nearly double the 1.6% drop seen on Jan. 1, per Refinitiv.</p><p>The Dow Jones Industrial Average rose 9.88 points, or 0.03%, to 33,743.84, the S&amp;P 500 lost 0.73 points, or 0.02%, to 4,016.22 and the Nasdaq Composite dropped 20.92 points, or 0.18%, to 11,313.36.</p><p>Five of the 11 major sectors of the S&amp;P 500 ended lower, with utilities(.SPLRCU)suffering the largest percentage loss.</p><p>Abbott Laboratories dropped 1.4%, as weaker-than-expected medical device sales weighed on the stock.</p><p>Among gainers, News Corp jumped 5.7% after Rupert Murdoch withdrew a proposal to reunite News Corp and Fox Corp.</p><p>AT&amp;T Inc also delivered disappointing guidance but its renewed focus on its telecoms business helpedboost subscriber numbers, sending its shares up 6.6%.</p><p>General Dynamics Corp beat quarterly expectations, but aweak 2023 forecasthelped send the defense contractor&#39;s shares sliding 3.6%.</p><p>Finally, in a post-script to Tuesday&#39;s technical glitch which halted the opening auctions for a spate of stocks and prompted a review by the U.S. Securities and Exchange Commission (SEC), the New York Stock Exchange (NYSE) said a manual error resulted in the snafu which caused widespread confusion at the opening bell.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.25-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 61 new highs and 30 new lows.</p><p>Volume on U.S. exchanges was 10.89 billion shares, compared with the 10.78 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","T":"美国电话电报","GD":"通用动力","TSLA":"特斯拉",".SPX":"S&P 500 Index","MSFT":"微软","IBM":"IBM","NWSA":"新闻集团","ABT":"雅培","BK4559":"巴菲特持仓","BK4581":"高盛持仓","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306480413","content_text":"* AT&T gains on subscriber adds* General Dynamics slides after weak outlook* Tesla results expected after the bell* Indexes: Dow up 0.03%, S&P 500 off 0.02%, Nasdaq down 0.18%NEW YORK, Jan 25 (Reuters) - The S&P 500 ended nominally lower on Wednesday as a string of corporate earnings ran the gamut from downbeat to dismal, reviving worries over the economic impact of the U.S. Federal Reserve's restrictive policy.All three major U.S. stock indexes pared their losses throughout the afternoon to close well off session lows, with the blue-chip Dow eking out a small gain in the final minutes.The tech-laden Nasdaq was weighed down after Microsoft Corp, the first major technology firm to post quarterly results, offereddour guidanceand raised red flags with respect to its megacap peers which have yet to report.\"We’ve had up and down days, that indicates an ongoing tug-of-war,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. \"The dour guidance good news from the standpoint of what the Fed is doing is working.\"\"That outcome has become the catalyst for the market one way or the other,\" Carlson added. \"Earnings matter but what’s really got the market’s focus is the Fed interest rate/inflation story.\"Fourth-quarter earnings season has shifted into overdrive, with 95 of the companies in the S&P 500 having reported. Of those, 67% have beat consensus estimates, well below the 76% average beat rate over the past four quarters, according to Refintiv.Analysts now see aggregate S&P 500 earnings dropping 3.0% year-on-year, nearly double the 1.6% drop seen on Jan. 1, per Refinitiv.The Dow Jones Industrial Average rose 9.88 points, or 0.03%, to 33,743.84, the S&P 500 lost 0.73 points, or 0.02%, to 4,016.22 and the Nasdaq Composite dropped 20.92 points, or 0.18%, to 11,313.36.Five of the 11 major sectors of the S&P 500 ended lower, with utilities(.SPLRCU)suffering the largest percentage loss.Abbott Laboratories dropped 1.4%, as weaker-than-expected medical device sales weighed on the stock.Among gainers, News Corp jumped 5.7% after Rupert Murdoch withdrew a proposal to reunite News Corp and Fox Corp.AT&T Inc also delivered disappointing guidance but its renewed focus on its telecoms business helpedboost subscriber numbers, sending its shares up 6.6%.General Dynamics Corp beat quarterly expectations, but aweak 2023 forecasthelped send the defense contractor's shares sliding 3.6%.Finally, in a post-script to Tuesday's technical glitch which halted the opening auctions for a spate of stocks and prompted a review by the U.S. Securities and Exchange Commission (SEC), the New York Stock Exchange (NYSE) said a manual error resulted in the snafu which caused widespread confusion at the opening bell.Advancing issues outnumbered declining ones on the NYSE by a 1.25-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored advancers.The S&P 500 posted 8 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 61 new highs and 30 new lows.Volume on U.S. exchanges was 10.89 billion shares, compared with the 10.78 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954713589,"gmtCreate":1676625300042,"gmtModify":1676625305319,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954713589","repostId":"2311443902","repostType":4,"repost":{"id":"2311443902","pubTimestamp":1676646014,"share":"https://ttm.financial/m/news/2311443902?lang=&edition=fundamental","pubTime":"2023-02-17 23:00","market":"us","language":"en","title":"3 Hot Stocks That Have Already Doubled in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2311443902","media":"Motley Fool","summary":"Your stocks may be doing great this year, but these three speedsters have more than doubled.","content":"<html><head></head><body><p>A lot of investors are seeing their portfolios move higher in 2023, but some stocks are outright feasting in this climate where out-of-favor names are back in fashion. We may be just halfway through the second month of the year, but dozens of stocks have already more than doubled.</p><p>Shares of <a href=\"https://laohu8.com/S/SOUN\">SoundHound AI</a>, <a href=\"https://laohu8.com/S/OPEN\">Opendoor</a>, and <a href=\"https://laohu8.com/S/VLD\">Velo3D</a> are trading a respective 121%, 102%, and 105% higher so far this year through Wednesday&#39;s close. What&#39;s making those names tick? Let&#39;s take a closer look at these three hot stocks that are on the move.</p><h2><a href=\"https://laohu8.com/S/SOUN\">SoundHound AI</a></h2><p>When you think about conversational intelligence, you might concoct images of Ivy Leaguers at a cocktail party or a Mensa speed-dating event -- but it&#39;s a lot cooler than that for SoundHound AI. The company operates an independent voice artificial intelligence (AI) platform, giving businesses a way to use AI-enhanced tools for speech recognition, transcription, and computer-generated speech to deliver a better conversational experience for their customers.</p><p>There are a lot of brands you know that are leaning on SoundHound AI&#39;s next-gen approach to customer service. Mercedes-Benz, <b>Netflix</b>, and Pandora are just some of its clients. Last year, it signed a global seven-year deal with <b>Hyundai</b>, prying it from the grasp of a rival.</p><p><img src=\"https://static.tigerbbs.com/a39b63ca0b9b42bcfd150a14091e5a46\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><p>SoundHound may have some pretty big customers on its roster, but it&#39;s still early in the revenue-recognition process. Three weeks ago, it announced preliminary financial results for the fourth quarter and all of 2022. It expects to report roughly $31 million in revenue for the entire year, and that&#39;s actually at the high end of its earlier guidance range.</p><p>Ringing up $31 million on the top line translates to 46% growth for 2022, and SoundHound expects revenue gains to accelerate by climbing approximately 50% in 2023. With a foundation of $300 million in bookings, it has a long runway of growth on the way, but with a market cap approaching $800 million, it&#39;s certainly not cheap.</p><p>SoundHound also isn&#39;t profitable but is working on it. The company announced a targeted restructuring that it expects will reduce costs by 40%. It now expects to be operating-cash-flow positive by the fourth quarter of this year.</p><h2><a href=\"https://laohu8.com/S/OPEN\">Opendoor</a></h2><p>Flipping homes isn&#39;t easy these days. Holding costs have gotten more expensive with interest rates rising, and there&#39;s no longer the expectation that a property purchased now can appreciate in the near future. It may seem odd to see Opendoor more than doubling in this icy real estate climate, but reality has been kinder than the public once feared.</p><p>Citi analyst Ygal Arounian boosted his price target on the shares earlier this week. He&#39;s sticking with a neutral rating on the shares but feels that the housing industry&#39;s macro indicators are starting to stabilize after months of decline. Mortgage rates have inched higher over the past week but remain well below their November highs, despite subsequent Fed moves to tighten up the credit market.</p><p>There will be near-term challenges. Revenue may have soared 48% in the third quarter, but two months into the fourth quarter, Opendoor announced it would be laying off 18% of its staff.</p><p>It had $6.1 billion worth of homes on its portfolio at the end of September. It was a scary prospect at the time, but if the real estate market is bottoming out here -- and can begin to bounce back this year -- Opendoor will be rewarded for sticking to its iBuyer niche when many of its peers threw in the towel.</p><h2><a href=\"https://laohu8.com/S/VLD\">Velo3D</a></h2><p>Let&#39;s start with the big news for Cathie Wood fans. She did <i>not</i> add to her Velo3D position on Wednesday. The iconic growth money manager had purchased shares of the metal 3D-printing specialist in 10 of the previous 12 trading days for her Ark Invest family of exchange-traded funds.</p><p>Velo3D&#39;s Sapphire printers serve the aerospace, aviation, industrial power, and oil and gas industries. If their assembly lines falter for hard-to-get metal parts, Velo3D&#39;s additive manufacturing solutions are there to make the mission-critical components cheaper and likely faster than securing the part through a third-party vendor.</p><p>Like SoundHound AI, Velo3D is early in its growth cycle. Revenue clocked in at just $27.4 million in 2021, but its updated guidance calls for between $80 million and $81 million for all of 2023.</p><p>Wood&#39;s shopping spree has drawn investor interest to Velo3D. It&#39;s up 64% since she started buying on Jan. 30. Some of that good fortune is also Velo3D&#39;s handiwork. It boosted its full-year guidance a few days into Wood&#39;s purchasing run, but that did come a couple of months after lowering its outlook. For now, the 3D printing stock is printing money for its shareholders.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Hot Stocks That Have Already Doubled in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Hot Stocks That Have Already Doubled in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-17 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/16/3-hot-stocks-that-have-already-doubled-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of investors are seeing their portfolios move higher in 2023, but some stocks are outright feasting in this climate where out-of-favor names are back in fashion. We may be just halfway through ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/16/3-hot-stocks-that-have-already-doubled-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOUN":"SoundHound AI Inc","VLD":"Velo3D, Inc.","OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2023/02/16/3-hot-stocks-that-have-already-doubled-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2311443902","content_text":"A lot of investors are seeing their portfolios move higher in 2023, but some stocks are outright feasting in this climate where out-of-favor names are back in fashion. We may be just halfway through the second month of the year, but dozens of stocks have already more than doubled.Shares of SoundHound AI, Opendoor, and Velo3D are trading a respective 121%, 102%, and 105% higher so far this year through Wednesday's close. What's making those names tick? Let's take a closer look at these three hot stocks that are on the move.SoundHound AIWhen you think about conversational intelligence, you might concoct images of Ivy Leaguers at a cocktail party or a Mensa speed-dating event -- but it's a lot cooler than that for SoundHound AI. The company operates an independent voice artificial intelligence (AI) platform, giving businesses a way to use AI-enhanced tools for speech recognition, transcription, and computer-generated speech to deliver a better conversational experience for their customers.There are a lot of brands you know that are leaning on SoundHound AI's next-gen approach to customer service. Mercedes-Benz, Netflix, and Pandora are just some of its clients. Last year, it signed a global seven-year deal with Hyundai, prying it from the grasp of a rival.Image source: Getty Images.SoundHound may have some pretty big customers on its roster, but it's still early in the revenue-recognition process. Three weeks ago, it announced preliminary financial results for the fourth quarter and all of 2022. It expects to report roughly $31 million in revenue for the entire year, and that's actually at the high end of its earlier guidance range.Ringing up $31 million on the top line translates to 46% growth for 2022, and SoundHound expects revenue gains to accelerate by climbing approximately 50% in 2023. With a foundation of $300 million in bookings, it has a long runway of growth on the way, but with a market cap approaching $800 million, it's certainly not cheap.SoundHound also isn't profitable but is working on it. The company announced a targeted restructuring that it expects will reduce costs by 40%. It now expects to be operating-cash-flow positive by the fourth quarter of this year.OpendoorFlipping homes isn't easy these days. Holding costs have gotten more expensive with interest rates rising, and there's no longer the expectation that a property purchased now can appreciate in the near future. It may seem odd to see Opendoor more than doubling in this icy real estate climate, but reality has been kinder than the public once feared.Citi analyst Ygal Arounian boosted his price target on the shares earlier this week. He's sticking with a neutral rating on the shares but feels that the housing industry's macro indicators are starting to stabilize after months of decline. Mortgage rates have inched higher over the past week but remain well below their November highs, despite subsequent Fed moves to tighten up the credit market.There will be near-term challenges. Revenue may have soared 48% in the third quarter, but two months into the fourth quarter, Opendoor announced it would be laying off 18% of its staff.It had $6.1 billion worth of homes on its portfolio at the end of September. It was a scary prospect at the time, but if the real estate market is bottoming out here -- and can begin to bounce back this year -- Opendoor will be rewarded for sticking to its iBuyer niche when many of its peers threw in the towel.Velo3DLet's start with the big news for Cathie Wood fans. She did not add to her Velo3D position on Wednesday. The iconic growth money manager had purchased shares of the metal 3D-printing specialist in 10 of the previous 12 trading days for her Ark Invest family of exchange-traded funds.Velo3D's Sapphire printers serve the aerospace, aviation, industrial power, and oil and gas industries. If their assembly lines falter for hard-to-get metal parts, Velo3D's additive manufacturing solutions are there to make the mission-critical components cheaper and likely faster than securing the part through a third-party vendor.Like SoundHound AI, Velo3D is early in its growth cycle. Revenue clocked in at just $27.4 million in 2021, but its updated guidance calls for between $80 million and $81 million for all of 2023.Wood's shopping spree has drawn investor interest to Velo3D. It's up 64% since she started buying on Jan. 30. Some of that good fortune is also Velo3D's handiwork. It boosted its full-year guidance a few days into Wood's purchasing run, but that did come a couple of months after lowering its outlook. For now, the 3D printing stock is printing money for its shareholders.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955201272,"gmtCreate":1675426083496,"gmtModify":1676539001888,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9955201272","repostId":"1158764094","repostType":4,"repost":{"id":"1158764094","pubTimestamp":1675440053,"share":"https://ttm.financial/m/news/1158764094?lang=&edition=fundamental","pubTime":"2023-02-04 00:00","market":"us","language":"en","title":"3 Dow Stocks That Make for Screaming Buys in February","url":"https://stock-news.laohu8.com/highlight/detail?id=1158764094","media":"Motley Fool","summary":"KEY POINTSThe 9% decline in the Dow Jones last year made it the top-performing major U.S. stock inde","content":"<html><head></head><body><h3>KEY POINTS</h3><ul><li>The 9% decline in the Dow Jones last year made it the top-performing major U.S. stock index.</li><li>The Dow is made up of 30 generally profitable, time-tested businesses that can make for smart investments during a bear market.</li><li>These three Dow stocks offer bountiful catalysts and are reasonably cheap.</li></ul><p>Out of the Dow Jones Industrial Average&#39;s 30 components, there are three amazing deals hiding in plain sight.</p><p>It may not be a fun realization, but corrections, crashes, and bear markets are a normal part of the investing cycle. Last year served as this unpleasant reminder, with all three major U.S. stock indexes falling into a bear market.</p><p>But among the major stock indexes, the Dow Jones Industrial Average (^DJI) stood head and shoulders above the pack. Its 9% loss was considerably &#34;better&#34; than the 19% and 33% respective declines delivered by the S&amp;P 500 and Nasdaq Composite in 2022.</p><p>Since the Dow Jones is a 30-component index packed with mature, profitable businesses, it&#39;s well equipped to deal with stock market downturns. It&#39;s also a great place to look for investing ideas during a bear market.</p><p>As we motor ahead into February, the following three Dow stocks stand out as screaming buys.</p><h3><a href=\"https://laohu8.com/S/V\">Visa</a></h3><p>The first Dow Jones Industrial Average stock begging to be bought in February is payment-processing kingpin Visa.</p><p>The biggest knock against Visa is that it&#39;s cyclical. Since recessions are an inevitable part of the economic cycle, Visa is bound to encounter a spending slowdown from consumers and businesses. But even if a recession were to materialize this year, investors should understand that economic downturns tend to be short lived.</p><p>What makes Visa such a great company is its ability to grow in lockstep with the U.S. and global economy over time. In short, patience tends to pay off handsomely for Visa&#39;s shareholders.</p><p>Something else that doesn&#39;t hurt is holding a majority of credit card network purchase volume in the No. 1 market for consumption in the world. As of 2021, Visa accounted for 52.6% of network purchase volume in the U.S. and was the only one of the four major payment networks to significantly increase its share following the Great Recession.</p><p>But don&#39;t think for a moment the U.S. is Visa&#39;s only organic growth opportunity. There&#39;s a multidecade runway for Visa to organically expand into underbanked emerging markets with its payment infrastructure. Last year alone, Visa&#39;s cross-border payment volume, excluding transactions within Europe, soared 49%. This serves as confirmation that emerging markets can help Visa sustain a double-digit growth rate for a long time to come.</p><p>Another key investment thesis with Visa that I&#39;ve driven home repeatedly is the fiscal prudence of management. Although Visa could easily enter the lending arena, the company has chosen to strictly remain a payment processor. The advantage of avoiding this temptation is that it has no loan-loss liability during economic downturns. Not having to set aside billions of dollars in provisions to cover loan losses is a powerful advantage that helps Visa bounce back from recessions faster than most financial stocks.</p><p>With Visa valued at 24 times Wall Street&#39;s consensus earnings for 2024, and the company capable of sustained double-digit sales growth, it looks like an incredible company at a very fair price.</p><h3><a href=\"https://laohu8.com/S/VZ\">Verizon Communications</a></h3><p>A second Dow stock that&#39;s nothing short of a screaming buy in February is telecom giant Verizon Communications. As of last weekend, Verizon was the highest-yielding Dow component (6.4% yield).</p><p>For more than a decade, telecom stocks have been nothing more than an afterthought. Historically low lending rates made growth stocks far more attractive. But with interest rates climbing at their fastest pace in four decades and investors navigating their first extended bear market since 2009, value plays like Verizon are coming back into focus.</p><p>One factor clearly working in Verizon&#39;s favor is the evolution of wireless service as a basic necessity. No matter how poorly the U.S. economy or stock market performs, wireless retail churn rates don&#39;t meaningfully rise. This leads to highly predictable cash flow for Verizon, which allows the company to confidently outlay capital for infrastructure projects and its dividend without any fear of adversely impacting its profitability.</p><p>The 5G revolution is, arguably, the top catalyst for Verizon through at the least the midpoint of this decade. After approximately 10 years without any major wireless download speed improvements, 5G offers consumers and businesses a tangible lure to trade in their devices. Even though upgrading its wireless infrastructure will be costly and time consuming, the benefit for Verizon of users increasing their data consumption far outweighs the cost. The company&#39;s wireless service revenue rose nearly 6% last year, with retail postpaid net additions hitting a seven-year high.</p><p>But the unsung hero for Verizon might just be the resurgence it&#39;s seen in broadband additions. After spending a small fortune to purchase mid-band spectrum for its 5G home and enterprise broadband services, Verizon registered 416,000 net broadband adds in the fourth quarter. That was its best quarter for broadband net additions in over a decade. The bundling potential broadband offers should boost Verizon&#39;s operating cash flow and improve its operating margins.</p><p>Currently valued at a little over 8 times Wall Street&#39;s forecast earnings for 2023, Verizon and its 6%-plus yield offer an excellent risk-versus-reward for investors.</p><h3><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a></h3><p>The third Dow Jones stock that makes for a screaming buy in February is none other than healthcare conglomerate Johnson &amp; Johnson (JNJ 0.38%). J&amp;J, as Johnson &amp; Johnson is more commonly known, parses out a hearty 2.7% yield and has raised its annual payout for an impressive 60 straight years.</p><p>Generally speaking, healthcare stocks make for smart buys during a bear market due to their defensive nature. Since we can&#39;t decide when we get sick or what ailment(s) we develop, there tends to be steady demand for prescription drugs, medical devices, and healthcare products and services, in any economic environment. It&#39;s this demand predictability that&#39;s kept Johnson &amp; Johnson&#39;s profit needle pointing higher for decades.</p><p>In terms of operating segments, pharmaceuticals are J&amp;J&#39;s not-so-subtle secret to success. For more than a decade, Johnson &amp; Johnson has shifted its focus to high-margin, fast-growing, brand-name therapeutics.</p><p>If there&#39;s a potential downside to having more than half of its sales come from pharmaceuticals, it&#39;s that sales exclusivity for brand-name drugs is finite. But J&amp;J has all the right answers to this possible headwind. It&#39;s devoting plenty of capital for internal research, has outlaid cash for numerous drug-development collaborations, and is even willing to make acquisitions. It also has an industry-leading medical technologies segment that&#39;s well positioned to take advantage of an aging global population.</p><p>One of Johnson &amp; Johnson&#39;s bigger catalysts in 2023 is the upcoming spinoff of its health products segment, which will be known as Kenvue. Once this spinoff is complete, J&amp;J will sport a faster organic growth rate driven by pharmaceuticals and its MedTech segment, and will likely be deserving of an earnings multiple of more than 16 (based on Wall Street&#39;s 2023 consensus), which is where it ended this past week.</p><p>Lastly, Johnson &amp; Johnson is a company that even the most conservative investors can buy and hold with confidence. Out of the thousands of publicly traded companies, it&#39;s one of only two with the highest possible credit rating (AAA) from Standard &amp; Poor&#39;s, a division of S&amp;P Global. It&#39;s also had just 10 CEOs in its 137-year history. Therefore, there may not be a safer and steadier Dow component than Johnson &amp; Johnson.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Dow Stocks That Make for Screaming Buys in February</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Dow Stocks That Make for Screaming Buys in February\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-04 00:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/03/3-dow-stocks-make-for-screaming-buys-in-february/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe 9% decline in the Dow Jones last year made it the top-performing major U.S. stock index.The Dow is made up of 30 generally profitable, time-tested businesses that can make for smart ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/03/3-dow-stocks-make-for-screaming-buys-in-february/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VZ":"威瑞森","JNJ":"强生","V":"Visa"},"source_url":"https://www.fool.com/investing/2023/02/03/3-dow-stocks-make-for-screaming-buys-in-february/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158764094","content_text":"KEY POINTSThe 9% decline in the Dow Jones last year made it the top-performing major U.S. stock index.The Dow is made up of 30 generally profitable, time-tested businesses that can make for smart investments during a bear market.These three Dow stocks offer bountiful catalysts and are reasonably cheap.Out of the Dow Jones Industrial Average's 30 components, there are three amazing deals hiding in plain sight.It may not be a fun realization, but corrections, crashes, and bear markets are a normal part of the investing cycle. Last year served as this unpleasant reminder, with all three major U.S. stock indexes falling into a bear market.But among the major stock indexes, the Dow Jones Industrial Average (^DJI) stood head and shoulders above the pack. Its 9% loss was considerably \"better\" than the 19% and 33% respective declines delivered by the S&P 500 and Nasdaq Composite in 2022.Since the Dow Jones is a 30-component index packed with mature, profitable businesses, it's well equipped to deal with stock market downturns. It's also a great place to look for investing ideas during a bear market.As we motor ahead into February, the following three Dow stocks stand out as screaming buys.VisaThe first Dow Jones Industrial Average stock begging to be bought in February is payment-processing kingpin Visa.The biggest knock against Visa is that it's cyclical. Since recessions are an inevitable part of the economic cycle, Visa is bound to encounter a spending slowdown from consumers and businesses. But even if a recession were to materialize this year, investors should understand that economic downturns tend to be short lived.What makes Visa such a great company is its ability to grow in lockstep with the U.S. and global economy over time. In short, patience tends to pay off handsomely for Visa's shareholders.Something else that doesn't hurt is holding a majority of credit card network purchase volume in the No. 1 market for consumption in the world. As of 2021, Visa accounted for 52.6% of network purchase volume in the U.S. and was the only one of the four major payment networks to significantly increase its share following the Great Recession.But don't think for a moment the U.S. is Visa's only organic growth opportunity. There's a multidecade runway for Visa to organically expand into underbanked emerging markets with its payment infrastructure. Last year alone, Visa's cross-border payment volume, excluding transactions within Europe, soared 49%. This serves as confirmation that emerging markets can help Visa sustain a double-digit growth rate for a long time to come.Another key investment thesis with Visa that I've driven home repeatedly is the fiscal prudence of management. Although Visa could easily enter the lending arena, the company has chosen to strictly remain a payment processor. The advantage of avoiding this temptation is that it has no loan-loss liability during economic downturns. Not having to set aside billions of dollars in provisions to cover loan losses is a powerful advantage that helps Visa bounce back from recessions faster than most financial stocks.With Visa valued at 24 times Wall Street's consensus earnings for 2024, and the company capable of sustained double-digit sales growth, it looks like an incredible company at a very fair price.Verizon CommunicationsA second Dow stock that's nothing short of a screaming buy in February is telecom giant Verizon Communications. As of last weekend, Verizon was the highest-yielding Dow component (6.4% yield).For more than a decade, telecom stocks have been nothing more than an afterthought. Historically low lending rates made growth stocks far more attractive. But with interest rates climbing at their fastest pace in four decades and investors navigating their first extended bear market since 2009, value plays like Verizon are coming back into focus.One factor clearly working in Verizon's favor is the evolution of wireless service as a basic necessity. No matter how poorly the U.S. economy or stock market performs, wireless retail churn rates don't meaningfully rise. This leads to highly predictable cash flow for Verizon, which allows the company to confidently outlay capital for infrastructure projects and its dividend without any fear of adversely impacting its profitability.The 5G revolution is, arguably, the top catalyst for Verizon through at the least the midpoint of this decade. After approximately 10 years without any major wireless download speed improvements, 5G offers consumers and businesses a tangible lure to trade in their devices. Even though upgrading its wireless infrastructure will be costly and time consuming, the benefit for Verizon of users increasing their data consumption far outweighs the cost. The company's wireless service revenue rose nearly 6% last year, with retail postpaid net additions hitting a seven-year high.But the unsung hero for Verizon might just be the resurgence it's seen in broadband additions. After spending a small fortune to purchase mid-band spectrum for its 5G home and enterprise broadband services, Verizon registered 416,000 net broadband adds in the fourth quarter. That was its best quarter for broadband net additions in over a decade. The bundling potential broadband offers should boost Verizon's operating cash flow and improve its operating margins.Currently valued at a little over 8 times Wall Street's forecast earnings for 2023, Verizon and its 6%-plus yield offer an excellent risk-versus-reward for investors.Johnson & JohnsonThe third Dow Jones stock that makes for a screaming buy in February is none other than healthcare conglomerate Johnson & Johnson (JNJ 0.38%). J&J, as Johnson & Johnson is more commonly known, parses out a hearty 2.7% yield and has raised its annual payout for an impressive 60 straight years.Generally speaking, healthcare stocks make for smart buys during a bear market due to their defensive nature. Since we can't decide when we get sick or what ailment(s) we develop, there tends to be steady demand for prescription drugs, medical devices, and healthcare products and services, in any economic environment. It's this demand predictability that's kept Johnson & Johnson's profit needle pointing higher for decades.In terms of operating segments, pharmaceuticals are J&J's not-so-subtle secret to success. For more than a decade, Johnson & Johnson has shifted its focus to high-margin, fast-growing, brand-name therapeutics.If there's a potential downside to having more than half of its sales come from pharmaceuticals, it's that sales exclusivity for brand-name drugs is finite. But J&J has all the right answers to this possible headwind. It's devoting plenty of capital for internal research, has outlaid cash for numerous drug-development collaborations, and is even willing to make acquisitions. It also has an industry-leading medical technologies segment that's well positioned to take advantage of an aging global population.One of Johnson & Johnson's bigger catalysts in 2023 is the upcoming spinoff of its health products segment, which will be known as Kenvue. Once this spinoff is complete, J&J will sport a faster organic growth rate driven by pharmaceuticals and its MedTech segment, and will likely be deserving of an earnings multiple of more than 16 (based on Wall Street's 2023 consensus), which is where it ended this past week.Lastly, Johnson & Johnson is a company that even the most conservative investors can buy and hold with confidence. Out of the thousands of publicly traded companies, it's one of only two with the highest possible credit rating (AAA) from Standard & Poor's, a division of S&P Global. It's also had just 10 CEOs in its 137-year history. Therefore, there may not be a safer and steadier Dow component than Johnson & Johnson.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955063467,"gmtCreate":1675080277159,"gmtModify":1676538974699,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955063467","repostId":"2307756218","repostType":2,"repost":{"id":"2307756218","pubTimestamp":1675092842,"share":"https://ttm.financial/m/news/2307756218?lang=&edition=fundamental","pubTime":"2023-01-30 23:34","market":"us","language":"en","title":"2 FAANG Stocks Investors Should Buy Hand Over Fist for 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2307756218","media":"Motley Fool","summary":"Two of these stocks haven't been this cheap since the FAANG acronym came into existence.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Apple is the only one to beat the market recently.</li><li>Meta Platforms and Netflix are undergoing significant business transformations.</li><li>Amazon and Alphabet are cheaply valued, despite plans to cut costs.</li></ul><p>Two of these stocks haven&#39;t been this cheap since the FAANG acronym came into existence.</p><p>The acronym FAANG coined by CNBC host Jim Cramer consists of five companies:</p><p>(F) <a href=\"https://laohu8.com/S/META\">Meta Platforms </a>, formerly known as Facebook</p><p>(A) <a href=\"https://laohu8.com/S/AMZN\">Amazon </a></p><p>(A) <a href=\"https://laohu8.com/S/AAPL\">Apple </a></p><p>(N) <a href=\"https://laohu8.com/S/NFLX\">Netflix </a></p><p>(G) Alphabet (GOOG) (GOOGL), formerly known as Google</p><p>This group of five large-cap tech companies dominated the market through late 2021, absolutely crushing the S&amp;P 500.</p><p><img src=\"https://static.tigerbbs.com/1da21eaa41562e9266bc145fdf2fbb82\" tg-width=\"720\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/>Since then, almost every company has been a disaster.</p><p><img src=\"https://static.tigerbbs.com/1a98a9eeb9f1e5f48e33e502cdbc1402\" tg-width=\"720\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p>Still, these companies are dominant in their fields, and with their poor performance over the past year and a half, a couple of stocks have reached a strong buying point. So which ones do I think have a chance for a strong recovery? Read on to find out.</p><h3>1. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h3><p>In 2022, Amazon dealt with the problems of its overexpansion. It&#39;s currently incinerating cash at the rate of nearly $20 billion over the past 12 months, but through layoffs and shutting down programs, it&#39;s slowly clawing its way back to a cash-generative state.</p><p>While this cash burn is what many investors focus on (rightfully so), its North American commerce and Amazon Web Services (AWS) segments have both done well, as revenue grew 20% and 27% in the third quarter. Furthermore, Amazon&#39;s advertising services grew 25% year over year and became Amazon&#39;s fourth-biggest segment, generating $9.5 billion in sales.</p><p>Amazon&#39;s business, from the revenue side, is thriving. While it has some kinks to work out in the middle, the bones of a strong business are there. However, the market is valuing Amazon like it&#39;s doomed.</p><p>The current Amazon is a much broader business than it used to be last time it was valued this low. At this price, Amazon is a steal, and investors should consider picking up shares if they think Amazon can fix its expense problems.</p><h3>2. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h3><p>Similar to Amazon, Alphabet&#39;s expenses have come under the microscope. Despite Alphabet&#39;s operating expenses rising 26% and headcount increasing 25%, the company could only deliver 6% revenue growth in Q3. That&#39;s an atrocious return on its hiring. However, Alphabet recently took steps to remedy that.</p><p>Alphabet laid off about 12,000 employees, or 6% of its workforce, in mid-January. That&#39;s expected to save between $2.5 billion and $3 billion annually in costs, which is helpful but still not nearly enough to offset its hiring spree (Alphabet hired more than 35,000 people over the past year).</p><p>However, With Alphabet&#39;s dominance in the search (Google) and video (YouTube) space, its properties will continue to generate massive revenue streams once advertisers are ready to spend again (likely near the end of 2023). Furthermore, its Google Cloud segment grew at a 38% pace in Q3 -- significantly faster than AWS&#39;s 27% growth.</p><p>Despite Alphabet&#39;s margins getting crunched, the stock trades at 21 times free cash flow -- its lowest in a decade. Betting on Alphabet to right the ship is likely a great strategy, and with the stock trading for as cheaply as it is, it&#39;s practically a no-brainer buy at these levels.</p><h3>Why aren&#39;t the remaining three aren&#39;t great buys?</h3><p>So with Amazon and Alphabet two solid choices among the FAANG names, what&#39;s wrong with the others?</p><p>The hardest one to leave out of my two best buys list was Apple, the largest company on Earth by market cap. It&#39;s also the only stock to beat the S&amp;P 500 while many others were decimated. Over this period, it has proven to be the best managed, which has earned the stock a premium valuation. At 23 times earnings, Apple is well above its pre-2020 average valuation of around 16. Apple is an expensive stock, and while it will likely perform well going forward, it doesn&#39;t have the upside of my two favorites.</p><p>The worst-performing stock of the bunch since November 2021 is Meta Platforms. With the business model switching to a metaverse focus, the company&#39;s earnings plummeted, and free cash flow (FCF) fell off a cliff. Couple that with a challenging advertising environment, and Meta isn&#39;t a stock I&#39;d want to own shares in currently.</p><p>Netflix hasn&#39;t performed much better than Meta due to its struggle to grow subscribers. In 2022, Netflix&#39;s subscriber count fell for the first time on record. Although it has begun to recapture some of those clients, the growth hasn&#39;t been impressive -- it&#39;s in the mid-single digits. Netflix is going through a significant business transformation, and now likely isn&#39;t the best time to get into the stock.</p><p>This will be a pivotal year for the FAANG stocks, as all but Apple have a lot of work to do, including cutting costs and increasing profitability. However, the market is pricing both Alphabet and Amazon like it won&#39;t happen -- a bet many investors should be willing to take. With both companies reporting earnings in early February, investors should consider getting in before they lay out their 2023 plans to improve their profitability -- moves that will likely send their stocks up.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 FAANG Stocks Investors Should Buy Hand Over Fist for 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 FAANG Stocks Investors Should Buy Hand Over Fist for 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-30 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/29/2-faang-stocks-investors-should-buy-hand-over-fist/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSApple is the only one to beat the market recently.Meta Platforms and Netflix are undergoing significant business transformations.Amazon and Alphabet are cheaply valued, despite plans to cut ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/29/2-faang-stocks-investors-should-buy-hand-over-fist/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","META":"Meta Platforms, Inc.","GOOGL":"谷歌A","AMZN":"亚马逊","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2023/01/29/2-faang-stocks-investors-should-buy-hand-over-fist/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2307756218","content_text":"KEY POINTSApple is the only one to beat the market recently.Meta Platforms and Netflix are undergoing significant business transformations.Amazon and Alphabet are cheaply valued, despite plans to cut costs.Two of these stocks haven't been this cheap since the FAANG acronym came into existence.The acronym FAANG coined by CNBC host Jim Cramer consists of five companies:(F) Meta Platforms , formerly known as Facebook(A) Amazon (A) Apple (N) Netflix (G) Alphabet (GOOG) (GOOGL), formerly known as GoogleThis group of five large-cap tech companies dominated the market through late 2021, absolutely crushing the S&P 500.Since then, almost every company has been a disaster.Still, these companies are dominant in their fields, and with their poor performance over the past year and a half, a couple of stocks have reached a strong buying point. So which ones do I think have a chance for a strong recovery? Read on to find out.1. AmazonIn 2022, Amazon dealt with the problems of its overexpansion. It's currently incinerating cash at the rate of nearly $20 billion over the past 12 months, but through layoffs and shutting down programs, it's slowly clawing its way back to a cash-generative state.While this cash burn is what many investors focus on (rightfully so), its North American commerce and Amazon Web Services (AWS) segments have both done well, as revenue grew 20% and 27% in the third quarter. Furthermore, Amazon's advertising services grew 25% year over year and became Amazon's fourth-biggest segment, generating $9.5 billion in sales.Amazon's business, from the revenue side, is thriving. While it has some kinks to work out in the middle, the bones of a strong business are there. However, the market is valuing Amazon like it's doomed.The current Amazon is a much broader business than it used to be last time it was valued this low. At this price, Amazon is a steal, and investors should consider picking up shares if they think Amazon can fix its expense problems.2. AlphabetSimilar to Amazon, Alphabet's expenses have come under the microscope. Despite Alphabet's operating expenses rising 26% and headcount increasing 25%, the company could only deliver 6% revenue growth in Q3. That's an atrocious return on its hiring. However, Alphabet recently took steps to remedy that.Alphabet laid off about 12,000 employees, or 6% of its workforce, in mid-January. That's expected to save between $2.5 billion and $3 billion annually in costs, which is helpful but still not nearly enough to offset its hiring spree (Alphabet hired more than 35,000 people over the past year).However, With Alphabet's dominance in the search (Google) and video (YouTube) space, its properties will continue to generate massive revenue streams once advertisers are ready to spend again (likely near the end of 2023). Furthermore, its Google Cloud segment grew at a 38% pace in Q3 -- significantly faster than AWS's 27% growth.Despite Alphabet's margins getting crunched, the stock trades at 21 times free cash flow -- its lowest in a decade. Betting on Alphabet to right the ship is likely a great strategy, and with the stock trading for as cheaply as it is, it's practically a no-brainer buy at these levels.Why aren't the remaining three aren't great buys?So with Amazon and Alphabet two solid choices among the FAANG names, what's wrong with the others?The hardest one to leave out of my two best buys list was Apple, the largest company on Earth by market cap. It's also the only stock to beat the S&P 500 while many others were decimated. Over this period, it has proven to be the best managed, which has earned the stock a premium valuation. At 23 times earnings, Apple is well above its pre-2020 average valuation of around 16. Apple is an expensive stock, and while it will likely perform well going forward, it doesn't have the upside of my two favorites.The worst-performing stock of the bunch since November 2021 is Meta Platforms. With the business model switching to a metaverse focus, the company's earnings plummeted, and free cash flow (FCF) fell off a cliff. Couple that with a challenging advertising environment, and Meta isn't a stock I'd want to own shares in currently.Netflix hasn't performed much better than Meta due to its struggle to grow subscribers. In 2022, Netflix's subscriber count fell for the first time on record. Although it has begun to recapture some of those clients, the growth hasn't been impressive -- it's in the mid-single digits. Netflix is going through a significant business transformation, and now likely isn't the best time to get into the stock.This will be a pivotal year for the FAANG stocks, as all but Apple have a lot of work to do, including cutting costs and increasing profitability. However, the market is pricing both Alphabet and Amazon like it won't happen -- a bet many investors should be willing to take. With both companies reporting earnings in early February, investors should consider getting in before they lay out their 2023 plans to improve their profitability -- moves that will likely send their stocks up.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952146282,"gmtCreate":1674563609847,"gmtModify":1676538946692,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952146282","repostId":"1157773806","repostType":4,"repost":{"id":"1157773806","pubTimestamp":1674574260,"share":"https://ttm.financial/m/news/1157773806?lang=&edition=fundamental","pubTime":"2023-01-24 23:31","market":"us","language":"en","title":"3 Tech Stocks to Sell in January Before They Get Torpedoed","url":"https://stock-news.laohu8.com/highlight/detail?id=1157773806","media":"InvestorPlace","summary":"Here are three stocks to sell for investors looking to trim down their portfolios right now.DocuSign","content":"<html><head></head><body><ul><li>Here are three stocks to sell for investors looking to trim down their portfolios right now.</li><li><b>DocuSign</b>(<b><u>DOCU</u></b>): Rampant inflation, slowing growth rates, and a dip in the housing market are causing significant pain.</li><li><b>Opendoor</b>(<b><u>OPEN</u></b>): Opendoor is failing to live up to its reputation because the industry is in trouble.</li><li><b>Silvergate Capital Corporation</b>(<b><u>SI</u></b>): The crypto bank is lucky to still be here, having survived despite the market meltdown.</li></ul><p>With tech stocks continuing to rise, it is becoming increasingly difficult to decide which companies are worth buying, and which are simply stocks to sell. This article will give readers an overview of the best tech stocks to sell to maximize their returns.</p><p>The U.S., European, and Chinese stock markets have experienced positive gains since the start of the year. However, despite this recent bullishness,<b>UBS Global Wealth Management</b> cautioned against being over-confident in the sustainability of this run. Factors like high inflation and other market conditions could still be unfavorable for stocks in the early months of 2023.</p><p>Mark Haefele, Chief Investment Officer at UBS Global Wealth Management, voiced his concern over the possibility of a ‘head fake’ rally, and that economic data may not achieve the market’s expectations in a recent note to clients. He cautioned that it’s still too soon to infer that inflation is no longer a concern. Additionally, he highlighted the possibility of core inflation being higher than anticipated, along with other potential risks facing the markets.</p><p>Investors could not be happier with the positive start to this year. However, they should also remain watchful. Although the market is looking up, economic data are still uncertain. Thus, it’s far from guaranteed that this impressive progress we’ve seen will remain for the rest of 2023.</p><p>Accordingly, for those looking to trim equity exposure, here are three stocks to sell.</p><p><b>DocuSign (DOCU)</b></p><p><b>DocuSign</b>(NASDAQ: <b><u>DOCU</u></b>) is a company providing digital signature solutions to a broad base of large and small corporate clients. This business model has made the company one of the most sought-after tech stocks during the pandemic. Indeed, as businesses of all sizes adjusted their operations as a result of the pandemic, many leaned on digital solutions like electronic signatures and the document management tools that DocuSign offers.</p><p>DocuSign’s yearly revenue has seen tremendous growth in the last three years. In 2022, the company reported $2.1 billion in revenue, a 45% increase on a year-over-year basis. Impressively, 2021’s $1.453 billion in revenue was also roughly 50% higher over 2020, meaning this is a compounder with some serious clout. That said, revenue growth has slowed of late, with the company reporting top-line growth of 24.5% for the 12 months ended Oct. 31, 2022.</p><p>Growth has slowed further, to just 18%, as pr the company’s recently-released Q3 and fiscal 2023 financial results. Subscription income came in at $624.1 million, an increase of 18% compared to the year prior. Professional services and other revenue registered a boost of 27%, amounting to $21.4 million compared to the same period last year. However, the numbers signify a decrease sequentially, and reflect a general decline in growth for this previous high-flyer.</p><p>In addition, the dip in the residential real estate market is a cause for worry. When he published his piece on tech stocks to sell in December, <i>InvestorPlace</i> contributor Larry Ramer made an astute evaluation. That is, that the housing market was among the driving forces behind this organization’s success. The data proves Ramer is right.</p><p>Unfortunately, the US housing market saw another decline in December, extending the slump to four consecutive months in 2022. This marked a difficult year for the industry, which experienced its first annual decrease in housing starts since 2009.</p><p>Many people, including Larry, used the software when purchasing a house. However, the market downturn has intensified downward pressure on DocuSign, which is why it is on this list of tech stocks to sell.</p><p><b>Opendoor (OPEN)</b></p><p><b>Opendoor Technologies</b>(NASDAQ: <b><u>OPEN</u></b>) is bringing about a revolution in the home-buying process with its disruptive technology. It aims to provide an automated solution for a smoother, quicker, and more convenient buying experience. Accordingly, it’s no surprise to see the influx of investors to this stock, when it made its debut in 2020.</p><p>In 2020, when Opendoor made its stock market debut, investors swarmed to the investment opportunity. This was at the pandemic’s peak, when investors were flush with cash and looking for a place to grow it. As a result, the stock did very well during its initial few weeks, surging in value as speculators entered the market.</p><p>However, Opendoor’s stock price has hit a rough patch over the past year. This is primarily due to increasingly bearish market sentiment. OPEN stock has lows two-thirds of its value over the past year, with expectations building that more in the way of declines could be on the horizon.</p><p>That’s largely due to the widespread aforementioned decline in the real estate market. Higher interest rates have killed this market, with home starts seeing one of the worst declines on record. <b>Redfin</b> anticipates that there will be a 16% decline in the number of existing home sales from 2022 to 2023, resulting in 4.3 million total sales. According to the company’s report, buyers are hesitant to make purchases due to affordability issues such as inflation, higher mortgage rates, and pricey homes, along with the possibility of an economic recession. <b>Morgan Stanley</b>(NYSE:<b><u>MS</u></b>) experts are also anticipating a fall in the housing sector by 2023, which could be damaging to those who bought their homes the previous year in 2022.</p><p>Undoubtedly, Opendoor’s business model is disruptive. But market trends are going against the stock, making this a top stock to sell in my books right now.</p><p><b>Silvergate Capital Corporation (SI)</b></p><p>Ah, how time flies! It seems like yesterday we were all discussing <b>Silvergate Capital</b>(NYSE:<b><u>SI</u></b>), a Californian bank that mainly specializes in cryptocurrency transactions. However, after the epic downturn in the crypto markets and the spectacular collapse of FTX, Silvergate Capital is on the ropes.</p><p>On Jan. 17, Silvergate Capital revealed its fiscal Q4 earnings, recording a net loss of $1.0 billion or ($33.16 per share). Average digital asset deposits declined to $7.3 billion from the prior quarter’s $12.0 billion. Following these results, investors have clearly priced in worries about a run on the bank, which could lead to a collapse in Silvergate Capital in short order. Fortunately, this hasn’t occurred yet, due in part to the company’s reported total deposits of $3.8 billion at the end of the quarter.</p><p>That said, during the quarter, management reported $5.2 billion in sales of debt and securities at a disadvantageous expense of $718 million, to ensure sufficient liquidity. The firm reported a massive loss, and the company’s stock price reflected this reality as well.</p><p>Those who think that this lower stock price provides a great entry point should be warned. The selling pressure with SI stock may be far from over. Many investors didn’t think the company will be able to make it out of this crypto winter. And while Silvergate Capital may continue to sustain itself temporarily on trading fees from its exchange-traded products, it’s unclear how much investor demand will remain for its shares, should another contagion event take place.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Tech Stocks to Sell in January Before They Get Torpedoed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Tech Stocks to Sell in January Before They Get Torpedoed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-24 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/3-tech-stocks-to-sell-in-january-before-they-get-torpedod-docu-open-si/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are three stocks to sell for investors looking to trim down their portfolios right now.DocuSign(DOCU): Rampant inflation, slowing growth rates, and a dip in the housing market are causing ...</p>\n\n<a href=\"https://investorplace.com/2023/01/3-tech-stocks-to-sell-in-january-before-they-get-torpedod-docu-open-si/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc","DOCU":"Docusign"},"source_url":"https://investorplace.com/2023/01/3-tech-stocks-to-sell-in-january-before-they-get-torpedod-docu-open-si/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157773806","content_text":"Here are three stocks to sell for investors looking to trim down their portfolios right now.DocuSign(DOCU): Rampant inflation, slowing growth rates, and a dip in the housing market are causing significant pain.Opendoor(OPEN): Opendoor is failing to live up to its reputation because the industry is in trouble.Silvergate Capital Corporation(SI): The crypto bank is lucky to still be here, having survived despite the market meltdown.With tech stocks continuing to rise, it is becoming increasingly difficult to decide which companies are worth buying, and which are simply stocks to sell. This article will give readers an overview of the best tech stocks to sell to maximize their returns.The U.S., European, and Chinese stock markets have experienced positive gains since the start of the year. However, despite this recent bullishness,UBS Global Wealth Management cautioned against being over-confident in the sustainability of this run. Factors like high inflation and other market conditions could still be unfavorable for stocks in the early months of 2023.Mark Haefele, Chief Investment Officer at UBS Global Wealth Management, voiced his concern over the possibility of a ‘head fake’ rally, and that economic data may not achieve the market’s expectations in a recent note to clients. He cautioned that it’s still too soon to infer that inflation is no longer a concern. Additionally, he highlighted the possibility of core inflation being higher than anticipated, along with other potential risks facing the markets.Investors could not be happier with the positive start to this year. However, they should also remain watchful. Although the market is looking up, economic data are still uncertain. Thus, it’s far from guaranteed that this impressive progress we’ve seen will remain for the rest of 2023.Accordingly, for those looking to trim equity exposure, here are three stocks to sell.DocuSign (DOCU)DocuSign(NASDAQ: DOCU) is a company providing digital signature solutions to a broad base of large and small corporate clients. This business model has made the company one of the most sought-after tech stocks during the pandemic. Indeed, as businesses of all sizes adjusted their operations as a result of the pandemic, many leaned on digital solutions like electronic signatures and the document management tools that DocuSign offers.DocuSign’s yearly revenue has seen tremendous growth in the last three years. In 2022, the company reported $2.1 billion in revenue, a 45% increase on a year-over-year basis. Impressively, 2021’s $1.453 billion in revenue was also roughly 50% higher over 2020, meaning this is a compounder with some serious clout. That said, revenue growth has slowed of late, with the company reporting top-line growth of 24.5% for the 12 months ended Oct. 31, 2022.Growth has slowed further, to just 18%, as pr the company’s recently-released Q3 and fiscal 2023 financial results. Subscription income came in at $624.1 million, an increase of 18% compared to the year prior. Professional services and other revenue registered a boost of 27%, amounting to $21.4 million compared to the same period last year. However, the numbers signify a decrease sequentially, and reflect a general decline in growth for this previous high-flyer.In addition, the dip in the residential real estate market is a cause for worry. When he published his piece on tech stocks to sell in December, InvestorPlace contributor Larry Ramer made an astute evaluation. That is, that the housing market was among the driving forces behind this organization’s success. The data proves Ramer is right.Unfortunately, the US housing market saw another decline in December, extending the slump to four consecutive months in 2022. This marked a difficult year for the industry, which experienced its first annual decrease in housing starts since 2009.Many people, including Larry, used the software when purchasing a house. However, the market downturn has intensified downward pressure on DocuSign, which is why it is on this list of tech stocks to sell.Opendoor (OPEN)Opendoor Technologies(NASDAQ: OPEN) is bringing about a revolution in the home-buying process with its disruptive technology. It aims to provide an automated solution for a smoother, quicker, and more convenient buying experience. Accordingly, it’s no surprise to see the influx of investors to this stock, when it made its debut in 2020.In 2020, when Opendoor made its stock market debut, investors swarmed to the investment opportunity. This was at the pandemic’s peak, when investors were flush with cash and looking for a place to grow it. As a result, the stock did very well during its initial few weeks, surging in value as speculators entered the market.However, Opendoor’s stock price has hit a rough patch over the past year. This is primarily due to increasingly bearish market sentiment. OPEN stock has lows two-thirds of its value over the past year, with expectations building that more in the way of declines could be on the horizon.That’s largely due to the widespread aforementioned decline in the real estate market. Higher interest rates have killed this market, with home starts seeing one of the worst declines on record. Redfin anticipates that there will be a 16% decline in the number of existing home sales from 2022 to 2023, resulting in 4.3 million total sales. According to the company’s report, buyers are hesitant to make purchases due to affordability issues such as inflation, higher mortgage rates, and pricey homes, along with the possibility of an economic recession. Morgan Stanley(NYSE:MS) experts are also anticipating a fall in the housing sector by 2023, which could be damaging to those who bought their homes the previous year in 2022.Undoubtedly, Opendoor’s business model is disruptive. But market trends are going against the stock, making this a top stock to sell in my books right now.Silvergate Capital Corporation (SI)Ah, how time flies! It seems like yesterday we were all discussing Silvergate Capital(NYSE:SI), a Californian bank that mainly specializes in cryptocurrency transactions. However, after the epic downturn in the crypto markets and the spectacular collapse of FTX, Silvergate Capital is on the ropes.On Jan. 17, Silvergate Capital revealed its fiscal Q4 earnings, recording a net loss of $1.0 billion or ($33.16 per share). Average digital asset deposits declined to $7.3 billion from the prior quarter’s $12.0 billion. Following these results, investors have clearly priced in worries about a run on the bank, which could lead to a collapse in Silvergate Capital in short order. Fortunately, this hasn’t occurred yet, due in part to the company’s reported total deposits of $3.8 billion at the end of the quarter.That said, during the quarter, management reported $5.2 billion in sales of debt and securities at a disadvantageous expense of $718 million, to ensure sufficient liquidity. The firm reported a massive loss, and the company’s stock price reflected this reality as well.Those who think that this lower stock price provides a great entry point should be warned. The selling pressure with SI stock may be far from over. Many investors didn’t think the company will be able to make it out of this crypto winter. And while Silvergate Capital may continue to sustain itself temporarily on trading fees from its exchange-traded products, it’s unclear how much investor demand will remain for its shares, should another contagion event take place.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957593334,"gmtCreate":1677371675829,"gmtModify":1677371680578,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957593334","repostId":"1117520516","repostType":4,"repost":{"id":"1117520516","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":1677334099,"share":"https://ttm.financial/m/news/1117520516?lang=&edition=fundamental","pubTime":"2023-02-25 22:08","market":"us","language":"en","title":"Buffett’s Annual Letter: Berkshire Will Always Hold a Boatload of Cash and U.S. Treasury Bills","url":"https://stock-news.laohu8.com/highlight/detail?id=1117520516","media":"Tiger Newspress","summary":"Warren Buffett is still betting on America.Stocks and bonds slumped in 2022 after central banks rais","content":"<html><head></head><body><p>Warren Buffett is still betting on America.</p><p>Stocks and bonds slumped in 2022 after central banks raised interest rates at a rapid pace to try to rein in inflation. But Mr. Buffett retained his sense of optimism in his annual letter to investors Saturday, saying he attributes much of his success over the years to the resilience of the U.S. economy.</p><p>“I have been investing for 80 years—more than one-third of our country’s lifetime. Despite our citizens’ penchant—almost enthusiasm—for self-criticism and self-doubt, I have yet to see a time when it made sense to make a long-term bet against America,” Mr. Buffett said in the letter.</p><p>Mr. Buffett, widely regarded as one of the world’s top investors, has been publishing the letters for more than half a century. Over that time, he hasn’t just reflected on the past year for his company, Berkshire Hathaway Inc., but also shared his thoughts on everything from esoteric accounting rules to his aversion to excessive risk-taking.</p><p>Saturday’s letter offered readers a glimpse into how Mr. Buffett, 92, viewed what wound up being a shaky stretch for markets.</p><p>The volatility offered Berkshire an opportunity to jump in and buy stocks. While Berkshire largely bought back its own shares in 2021, it focused more in 2022 on investing in other companies—opening up new positions in media company Paramount Global and building-materials manufacturer Louisiana-Pacific Corp., among other businesses, and swiftly becoming Occidental Petroleum Corp.’s single biggest shareholder.</p><p>As of the end of 2022, Berkshire was the largest shareholder of eight companies—American Express Co., Bank of America Corp., Chevron Corp., Coca-Cola Co., HP Inc., Moody’s Corp., Occidental and Paramount Global.</p><p>“America would have done fine without Berkshire. The reverse is not true,” Mr. Buffett said.</p><p>Berkshire also released its results for 2022 on Saturday.</p><p>The Omaha, Neb., company, which owns businesses including insurer Geico, railroad BNSF Railway and chocolate maker See’s Candies, posted a loss of $22.82 billion for the year, stung by $67.9 billion in investment and derivative contract losses. In 2021, Berkshire posted a profit of $90.8 billion.</p><p>Total revenue rose 9.4% to $302.1 billion.</p><p>Berkshire’s operating earnings, which exclude some investment results, rose to a record $30.8 billion.</p><p>Mr. Buffett, Berkshire’s chief executive, has long held that operating earnings are a better reflection of how Berkshire is doing, since accounting rules require the company to include unrealized gains and losses from its massive investment portfolio in its net income. Volatile markets can make Berkshire’s net income change substantially from quarter to quarter, regardless of how its underlying businesses are doing.</p><p>“Capital gains, to be sure, have been hugely important to Berkshire over past decades, and we expect them to be meaningfully positive in future decades,” Mr. Buffett said in his letter. “But their quarter-by-quarter gyrations, regularly and mindlessly headlined by media, totally misinform investors,” he said, adding that he and his right-hand man Charlie Munger urged shareholders to focus instead on Berkshire’s operating earnings, which rose to a record for the full year in 2022.</p><h2>Read the full letter here:</h2><p>To the Shareholders of Berkshire Hathaway Inc.:</p><p>Charlie Munger, my long-time partner, and I have the job of managing the savings of a great number of individuals. We are grateful for their enduring trust, a relationship that often spans much of their adult lifetime. It is those dedicated savers that are forefront in my mind as I write this letter.</p><p>A common belief is that people choose to save when young, expecting thereby to maintain their living standards after retirement. Any assets that remain at death, this theory says, will usually be left to their families or, possibly, to friends and philanthropy.</p><p>Our experience has differed. We believe Berkshire’s individual holders largely to be of the once-a-saver, always-a-saver variety. Though these people live well, they eventually dispense most of their funds to philanthropic organizations. These, in turn, redistribute the funds by expenditures intended to improve the lives of a great many people who are unrelated to the original benefactor. Sometimes, the results have been spectacular.</p><p>The disposition of money unmasks humans. Charlie and I watch with pleasure the vast flow of Berkshire-generated funds to public needs and, alongside, the infrequency with which our shareholders opt for look-at-me assets and dynasty-building.</p><p>Who wouldn’t enjoy working for shareholders like ours?</p><h2>What We Do</h2><p>Charlie and I allocate your savings at Berkshire between two related forms of ownership. First, we invest in businesses that we control, usually buying 100% of each. Berkshire directs capital allocation at these subsidiaries and selects the CEOs who make day-by-day operating decisions. When large enterprises are being managed, both trust and rules are essential. Berkshire emphasizes the former to an unusual – some would say extreme – degree. Disappointments are inevitable. We are understanding about business mistakes; our tolerance for personal misconduct is zero.</p><p>In our second category of ownership, we buy publicly-traded stocks through which we passively own pieces of businesses. Holding these investments, we have no say in management.</p><p>Our goal in both forms of ownership is to make meaningful investments in businesses with both long-lasting favorable economic characteristics and trustworthy managers. Please note particularly that we own publicly-traded stocks based on our expectations about their long-term business performance, not because we view them as vehicles for adroit purchases and sales. That point is crucial: Charlie and I are not stock-pickers; we are business-pickers.</p><p>Over the years, I have made many mistakes. Consequently, our extensive collection of businesses currently consists of a few enterprises that have truly extraordinary economics, many that enjoy very good economic characteristics, and a large group that are marginal. Along the way, other businesses in which I have invested have died, their products unwanted by the public. Capitalism has two sides: The system creates an ever-growing pile of losers while concurrently delivering a gusher of improved goods and services. Schumpeter called this phenomenon “creative destruction.”</p><p>One advantage of our publicly-traded segment is that – episodically – it becomes easy to buy pieces of wonderful businesses at wonderful prices. It’s crucial to understand that stocks often trade at truly foolish prices, both high and low. “Efficient” markets exist only in textbooks. In truth, marketable stocks and bonds are baffling, their behavior usually understandable only in retrospect.</p><p>Controlled businesses are a different breed. They sometimes command ridiculously higher prices than justified but are almost never available at bargain valuations. Unless under duress, the owner of a controlled business gives no thought to selling at a panic-type valuation.</p><p>* * * * * * * * * * * *</p><p>At this point, a report card from me is appropriate: In 58 years of Berkshire management, most of my capital-allocation decisions have been no better than so-so. In some cases, also, bad moves by me have been rescued by very large doses of luck. (Remember our escapes from near-disasters at USAir and Salomon? I certainly do.)</p><p>Our satisfactory results have been the product of about a dozen truly good decisions – that would be about one every five years – and a sometimes-forgotten advantage that favors long-term investors such as Berkshire. Let’s take a peek behind the curtain.</p><h2>The Secret Sauce</h2><p>In August 1994 – yes, 1994 – Berkshire completed its seven-year purchase of the 400 million shares of Coca-Cola we now own. The total cost was $1.3 billion – then a very meaningful sum at Berkshire.</p><p>The cash dividend we received from Coke in 1994 was $75 million. By 2022, the dividend had increased to $704 million. Growth occurred every year, just as certain as birthdays. All Charlie and I were required to do was cash Coke’s quarterly dividend checks. We expect that those checks are highly likely to grow.</p><p>American Express is much the same story. Berkshire’s purchases of Amex were essentially completed in 1995 and, coincidentally, also cost $1.3 billion. Annual dividends received from this investment have grown from $41 million to $302 million. Those checks, too, seem highly likely to increase.</p><p>These dividend gains, though pleasing, are far from spectacular. But they bring with them important gains in stock prices. At yearend, our Coke investment was valued at $25 billion while Amex was recorded at $22 billion. Each holding now accounts for roughly 5% of Berkshire’s net worth, akin to its weighting long ago.</p><p>Assume, for a moment, I had made a similarly-sized investment mistake in the 1990s, one that flat-lined and simply retained its $1.3 billion value in 2022. (An example would be a high-grade 30-year bond.) That disappointing investment would now represent an insignificant 0.3% of Berkshire’s net worth and would be delivering to us an unchanged $80 million or so of annual income.</p><p>The lesson for investors: The weeds wither away in significance as the flowers bloom. Over time, it takes just a few winners to work wonders. And, yes, it helps to start early and live into your 90s as well.</p><h2>The Past Year in Brief</h2><p>Berkshire had a good year in 2022. The company’s operating earnings – our term for income calculated using Generally Accepted Accounting Principles (“GAAP”), exclusive of capital gains or losses from equity holdings – set a record at $30.8 billion. Charlie and I focus on this operational figure and urge you to do so as well. The GAAP figure, absent our adjustment, fluctuates wildly and capriciously at every reporting date. Note its acrobatic behavior in 2022, which is in no way unusual:</p><p><img src=\"https://static.tigerbbs.com/69e74650656620f9fa3f1e55c15a90e5\" tg-width=\"797\" tg-height=\"207\" width=\"100%\" height=\"auto\"/></p><p>The GAAP earnings are 100% misleading when viewed quarterly or even annually. Capital gains, to be sure, have been hugely important to Berkshire over past decades, and we expect them to be meaningfully positive in future decades. But their quarter-by-quarter gyrations, regularly and mindlessly headlined by media, totally misinform investors.</p><p>A second positive development for Berkshire last year was our purchase of Alleghany Corporation, a property-casualty insurer captained by Joe Brandon. I’ve worked with Joe in the past, and he understands both Berkshire  and insurance. Alleghany delivers special value to us because Berkshire’s unmatched financial strength allows its insurance subsidiaries to follow valuable and enduring investment strategies unavailable to virtually all competitors.</p><p>Aided by Alleghany, our insurance float increased during 2022 from $147 billion to $164 billion. With disciplined underwriting, these funds have a decent chance of being cost-free over time. Since purchasing our first property-casualty insurer in 1967, Berkshire’s float has increased 8,000-fold through acquisitions, operations and innovations. Though not recognized in our financial statements, this float has been an extraordinary asset for Berkshire. New shareholders can get an understanding of its value by reading our annually updated explanation of float on page A-2.</p><p>* * * * * * * * * * * *</p><p>A very minor gain in per-share intrinsic value took place in 2022 through Berkshire share repurchases as well as similar moves at Apple and American Express, both significant investees of ours. At Berkshire, we directly increased your interest in our unique collection of businesses by repurchasing 1.2% of the company’s outstanding shares. At Apple and Amex, repurchases increased Berkshire’s ownership a bit without any cost to us.</p><p>The math isn’t complicated: When the share count goes down, your interest in our many businesses goes up. Every small bit helps if repurchases are made at value-accretive prices. Just as surely, when a company overpays for repurchases, the continuing shareholders lose. At such times, gains flow only to the selling shareholders and to the friendly, but expensive, investment banker who recommended the foolish purchases.</p><p>Gains from value-accretive repurchases, it should be emphasized, benefit all owners – in every respect. Imagine, if you will, three fully-informed shareholders of a local auto dealership, one of whom manages the business. Imagine, further, that one of the passive owners wishes to sell his interest back to the company at a price attractive to the two continuing shareholders. When completed, has this transaction harmed anyone? Is the manager somehow favored over the continuing passive owners? Has the public been hurt?</p><p>When you are told that all repurchases are harmful to shareholders or to the country, or particularly beneficial to CEOs, you are listening to either an economic illiterate or a silver-tongued demagogue (characters that are not mutually exclusive).</p><p>Almost endless details of Berkshire’s 2022 operations are laid out on pages K-33 – K-66. Charlie and I, along with many Berkshire shareholders, enjoy poring over the many facts and figures laid out in that section. These pages are not, however, required reading. There are many Berkshire centimillionaires and, yes, billionaires who have never studied our financial figures. They simply know that Charlie and I – along with our families and close friends – continue to have very significant investments in Berkshire, and they trust us to treat their money as we do our own.</p><p>And that is a promise we can make.</p><p>* * * * * * * * * * * *</p><p>Finally, an important warning: Even the operating earnings figure that we favor can easily be manipulated by managers who wish to do so. Such tampering is often thought of as sophisticated by CEOs, directors and their advisors. Reporters and analysts embrace its existence as well. Beating “expectations” is heralded as a managerial triumph.</p><p>That activity is disgusting. It requires no talent to manipulate numbers: Only a deep desire to deceive is required. “Bold imaginative accounting,” as a CEO once described his deception to me, has become one of the shames of capitalism.</p><h2>58 Years – and a Few Figures</h2><p>In 1965, Berkshire was a one-trick pony, the owner of a venerable – but doomed – New England textile operation. With that business on a death march, Berkshire needed an immediate fresh start. Looking back, I was slow to recognize the severity of its problems.</p><p>And then came a stroke of good luck: National Indemnity became available in 1967, and we shifted our resources toward insurance and other non-textile operations.</p><p>Thus began our journey to 2023, a bumpy road involving a combination of continuous savings by our owners (that is, by their retaining earnings), the power of compounding, our avoidance of major mistakes and – most important of all – the American Tailwind. America would have done fine without Berkshire. The reverse is not true.</p><p>Berkshire now enjoys major ownership in an unmatched collection of huge and diversified businesses. Let’s first look at the 5,000 or so publicly-held companies that trade daily on NASDAQ, the NYSE and related venues. Within this group is housed the members of the S&amp;P 500 Index, an elite collection of large and well-known American companies.</p><p>In aggregate, the 500 earned $1.8 trillion in 2021. I don’t yet have the final results for 2022. Using, therefore, the 2021 figures, only 128 of the 500 (including Berkshire itself) earned $3 billion or more. Indeed, 23 lost money.</p><p>At yearend 2022, Berkshire was the largest owner of eight of these giants: American Express, Bank of America, Chevron, Coca-Cola, HP Inc., Moody’s, Occidental Petroleum and Paramount Global.</p><p>In addition to those eight investees, Berkshire owns 100% of BNSF and 92% of BH Energy, each with earnings that exceed the $3 billion mark noted above ($5.9 billion at BNSF and</p><p>$4.3 billion at BHE). Were these companies publicly-owned, they would replace two present members of the 500. All told, our ten controlled and non-controlled behemoths leave Berkshire more broadly aligned with the country’s economic future than is the case at any other U.S. company. (This calculation leaves aside “fiduciary” operations such as pension funds and investment companies.) In addition, Berkshire’s insurance operation, though conducted through many individually-managed subsidiaries, has a value comparable to BNSF or BHE.</p><p>As for the future, Berkshire will always hold a boatload of cash and U.S. Treasury bills along with a wide array of businesses. We will also avoid behavior that could result in any uncomfortable cash needs at inconvenient times, including financial panics and unprecedented insurance losses. Our CEO will always be the Chief Risk Officer – a task it is irresponsible to delegate. Additionally, our future CEOs will have a significant part of their net worth in Berkshire shares, bought with their own money. And yes, our shareholders will continue to save and prosper by retaining earnings.</p><p>At Berkshire, there will be no finish line.</p><h2>Some Surprising Facts About Federal Taxes</h2><p>During the decade ending in 2021, the United States Treasury received about $32.3 trillion in taxes while it spent $43.9 trillion.</p><p>Though economists, politicians and many of the public have opinions about the consequences of that huge imbalance, Charlie and I plead ignorance and firmly believe that near-term economic and market forecasts are worse than useless. Our job is to manage Berkshire’s operations and finances in a manner that will achieve an acceptable result over time and that will preserve the company’s unmatched staying power when financial panics or severe worldwide recessions occur. Berkshire also offers some modest protection from runaway inflation, but this attribute is far from perfect. Huge and entrenched fiscal deficits have consequences.</p><p>The $32 trillion of revenue was garnered by the Treasury through individual income taxes (48%), social security and related receipts (3412%), corporate income tax payments (812%) and a wide variety of lesser levies. Berkshire’s contribution via the corporate income tax was $32 billion during the decade, almost exactly a tenth of 1% of all money that the Treasury collected.</p><p>And that means – brace yourself – had there been roughly 1,000 taxpayers in the U.S. matching Berkshire’s payments, no other businesses nor any of the country’s 131 million households would have needed to pay any taxes to the federal government. Not a dime.</p><p>* * * * * * * * * * * *</p><p>Millions, billions, trillions – we all know the words, but the sums involved are almost impossible to comprehend. Let’s put physical dimensions to the numbers:</p><p>- If you convert $1 million into newly-printed $100 bills, you will have a stack that reaches your chest.</p><p>- Perform the same exercise with $1 billion – this is getting exciting! – and the stack reaches about 34 of a mile into the sky.</p><p>- Finally, imagine piling up $32 billion, the total of Berkshire’s 2012-21 federal income tax payments. Now the stack grows to more than 21 miles in height, about three times the level at which commercial airplanes usually cruise.</p><p>When it comes to federal taxes, individuals who own Berkshire can unequivocally state “I gave at the office.”</p><p>* * * * * * * * * * * *</p><p>At Berkshire we hope and expect to pay much more in taxes during the next decade. We owe the country no less: America’s dynamism has made a huge contribution to whatever success Berkshire has achieved – a contribution Berkshire will always need. We count on the American Tailwind and, though it has been becalmed from time to time, its propelling force has always returned.</p><p>I have been investing for 80 years – more than one-third of our country’s lifetime. Despite our citizens’ penchant – almost enthusiasm – for self-criticism and self-doubt, I have yet to see a time when it made sense to make a long-term bet against America. And I doubt very much that any reader of this letter will have a different experience in the future.</p><h2>Nothing Beats Having a Great Partner</h2><p>Charlie and I think pretty much alike. But what it takes me a page to explain, he sums up in a sentence. His version, moreover, is always more clearly reasoned and also more artfully – some might add bluntly – stated.</p><p>Here are a few of his thoughts, many lifted from a very recent podcast:</p><p>- The world is full of foolish gamblers, and they will not do as well as the patient investor.</p><p>- If you don’t see the world the way it is, it’s like judging something through a distorted lens.</p><p>- All I want to know is where I’m going to die, so I’ll never go there. And a related thought: Early on, write your desired obituary – and then behave accordingly.</p><p>- If you don’t care whether you are rational or not, you won’t work on it. Then you will stay irrational and get lousy results.</p><p>- Patience can be learned. Having a long attention span and the ability to concentrate on one thing for a long time is a huge advantage.</p><p>- You can learn a lot from dead people. Read of the deceased you admire and detest.</p><p>- Don’t bail away in a sinking boat if you can swim to one that is seaworthy.</p><p>- A great company keeps working after you are not; a mediocre company won’t do that.</p><p>- Warren and I don’t focus on the froth of the market. We seek out good long-term investments and stubbornly hold them for a long time.</p><p>- Ben Graham said, “Day to day, the stock market is a voting machine; in the long term it’s a weighing machine.” If you keep making something more valuable, then some wise person is going to notice it and start buying.</p><p>- There is no such thing as a 100% sure thing when investing. Thus, the use of leverage is dangerous. A string of wonderful numbers times zero will always equal zero. Don’t count on getting rich twice.</p><p>- You don’t, however, need to own a lot of things in order to get rich.</p><p>- You have to keep learning if you want to become a great investor. When the world changes, you must change.</p><p>- Warren and I hated railroad stocks for decades, but the world changed and finally the country had four huge railroads of vital importance to the American economy. We were slow to recognize the change, but better late than never.</p><p>- Finally, I will add two short sentences by Charlie that have been his decision-clinchers for decades: “Warren, think more about it. You’re smart and I’m right.”</p><p>And so it goes. I never have a phone call with Charlie without learning something. And, while he makes me think, he also makes me laugh.</p><p>* * * * * * * * * * * *</p><p>I will add to Charlie’s list a rule of my own:   Find   a   very   smart   high-grade partner – preferably slightly older than you – and then listen very carefully to what he says.</p><h2>A Family Gathering in Omaha</h2><p>Charlie and I are shameless. Last year, at our first shareholder get-together in three years, we greeted you with our usual commercial hustle.</p><p>From the opening bell, we went straight for your wallet. In short order, our See’s kiosk sold you eleven tons of nourishing peanut brittle and chocolates. In our P.T. Barnum pitch, we promised you longevity. After all, what else but candy from See’s could account for Charlie and me making it to 99 and 92?</p><p>I know you can’t wait to hear the specifics of last year’s hustle.</p><p>On Friday, the doors were open from noon until 5 p.m., and our candy counters rang up 2,690 individual sales. On Saturday, See’s registered an additional 3,931 transactions between 7 a.m. and 4:30 p.m., despite the fact that 612 of the 912 operating hours occurred while our movie and the question-and-answer session were limiting commercial traffic.</p><p>Do the math: See’s rang up about 10 sales per minute during its prime operating time (racking up $400,309 of volume during the two days), with all the goods purchased at a single location selling products that haven’t been materially altered in 101 years. What worked for See’s in the days of Henry Ford’s model T works now.</p><p>* * * * * * * * * * * *</p><p>Charlie, I, and the entire Berkshire bunch look forward to seeing you in Omaha on May 5-6. We will have a good time and so will you.</p><p>February 25, 2023 Warren E. Buffett </p><p>Chairman of the Board</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>Buffett’s Annual Letter: Berkshire Will Always Hold a Boatload of Cash and U.S. Treasury Bills</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\">\nBuffett’s Annual Letter: Berkshire Will Always Hold a Boatload of Cash and U.S. Treasury Bills\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-02-25 22:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Warren Buffett is still betting on America.</p><p>Stocks and bonds slumped in 2022 after central banks raised interest rates at a rapid pace to try to rein in inflation. But Mr. Buffett retained his sense of optimism in his annual letter to investors Saturday, saying he attributes much of his success over the years to the resilience of the U.S. economy.</p><p>“I have been investing for 80 years—more than one-third of our country’s lifetime. Despite our citizens’ penchant—almost enthusiasm—for self-criticism and self-doubt, I have yet to see a time when it made sense to make a long-term bet against America,” Mr. Buffett said in the letter.</p><p>Mr. Buffett, widely regarded as one of the world’s top investors, has been publishing the letters for more than half a century. Over that time, he hasn’t just reflected on the past year for his company, Berkshire Hathaway Inc., but also shared his thoughts on everything from esoteric accounting rules to his aversion to excessive risk-taking.</p><p>Saturday’s letter offered readers a glimpse into how Mr. Buffett, 92, viewed what wound up being a shaky stretch for markets.</p><p>The volatility offered Berkshire an opportunity to jump in and buy stocks. While Berkshire largely bought back its own shares in 2021, it focused more in 2022 on investing in other companies—opening up new positions in media company Paramount Global and building-materials manufacturer Louisiana-Pacific Corp., among other businesses, and swiftly becoming Occidental Petroleum Corp.’s single biggest shareholder.</p><p>As of the end of 2022, Berkshire was the largest shareholder of eight companies—American Express Co., Bank of America Corp., Chevron Corp., Coca-Cola Co., HP Inc., Moody’s Corp., Occidental and Paramount Global.</p><p>“America would have done fine without Berkshire. The reverse is not true,” Mr. Buffett said.</p><p>Berkshire also released its results for 2022 on Saturday.</p><p>The Omaha, Neb., company, which owns businesses including insurer Geico, railroad BNSF Railway and chocolate maker See’s Candies, posted a loss of $22.82 billion for the year, stung by $67.9 billion in investment and derivative contract losses. In 2021, Berkshire posted a profit of $90.8 billion.</p><p>Total revenue rose 9.4% to $302.1 billion.</p><p>Berkshire’s operating earnings, which exclude some investment results, rose to a record $30.8 billion.</p><p>Mr. Buffett, Berkshire’s chief executive, has long held that operating earnings are a better reflection of how Berkshire is doing, since accounting rules require the company to include unrealized gains and losses from its massive investment portfolio in its net income. Volatile markets can make Berkshire’s net income change substantially from quarter to quarter, regardless of how its underlying businesses are doing.</p><p>“Capital gains, to be sure, have been hugely important to Berkshire over past decades, and we expect them to be meaningfully positive in future decades,” Mr. Buffett said in his letter. “But their quarter-by-quarter gyrations, regularly and mindlessly headlined by media, totally misinform investors,” he said, adding that he and his right-hand man Charlie Munger urged shareholders to focus instead on Berkshire’s operating earnings, which rose to a record for the full year in 2022.</p><h2>Read the full letter here:</h2><p>To the Shareholders of Berkshire Hathaway Inc.:</p><p>Charlie Munger, my long-time partner, and I have the job of managing the savings of a great number of individuals. We are grateful for their enduring trust, a relationship that often spans much of their adult lifetime. It is those dedicated savers that are forefront in my mind as I write this letter.</p><p>A common belief is that people choose to save when young, expecting thereby to maintain their living standards after retirement. Any assets that remain at death, this theory says, will usually be left to their families or, possibly, to friends and philanthropy.</p><p>Our experience has differed. We believe Berkshire’s individual holders largely to be of the once-a-saver, always-a-saver variety. Though these people live well, they eventually dispense most of their funds to philanthropic organizations. These, in turn, redistribute the funds by expenditures intended to improve the lives of a great many people who are unrelated to the original benefactor. Sometimes, the results have been spectacular.</p><p>The disposition of money unmasks humans. Charlie and I watch with pleasure the vast flow of Berkshire-generated funds to public needs and, alongside, the infrequency with which our shareholders opt for look-at-me assets and dynasty-building.</p><p>Who wouldn’t enjoy working for shareholders like ours?</p><h2>What We Do</h2><p>Charlie and I allocate your savings at Berkshire between two related forms of ownership. First, we invest in businesses that we control, usually buying 100% of each. Berkshire directs capital allocation at these subsidiaries and selects the CEOs who make day-by-day operating decisions. When large enterprises are being managed, both trust and rules are essential. Berkshire emphasizes the former to an unusual – some would say extreme – degree. Disappointments are inevitable. We are understanding about business mistakes; our tolerance for personal misconduct is zero.</p><p>In our second category of ownership, we buy publicly-traded stocks through which we passively own pieces of businesses. Holding these investments, we have no say in management.</p><p>Our goal in both forms of ownership is to make meaningful investments in businesses with both long-lasting favorable economic characteristics and trustworthy managers. Please note particularly that we own publicly-traded stocks based on our expectations about their long-term business performance, not because we view them as vehicles for adroit purchases and sales. That point is crucial: Charlie and I are not stock-pickers; we are business-pickers.</p><p>Over the years, I have made many mistakes. Consequently, our extensive collection of businesses currently consists of a few enterprises that have truly extraordinary economics, many that enjoy very good economic characteristics, and a large group that are marginal. Along the way, other businesses in which I have invested have died, their products unwanted by the public. Capitalism has two sides: The system creates an ever-growing pile of losers while concurrently delivering a gusher of improved goods and services. Schumpeter called this phenomenon “creative destruction.”</p><p>One advantage of our publicly-traded segment is that – episodically – it becomes easy to buy pieces of wonderful businesses at wonderful prices. It’s crucial to understand that stocks often trade at truly foolish prices, both high and low. “Efficient” markets exist only in textbooks. In truth, marketable stocks and bonds are baffling, their behavior usually understandable only in retrospect.</p><p>Controlled businesses are a different breed. They sometimes command ridiculously higher prices than justified but are almost never available at bargain valuations. Unless under duress, the owner of a controlled business gives no thought to selling at a panic-type valuation.</p><p>* * * * * * * * * * * *</p><p>At this point, a report card from me is appropriate: In 58 years of Berkshire management, most of my capital-allocation decisions have been no better than so-so. In some cases, also, bad moves by me have been rescued by very large doses of luck. (Remember our escapes from near-disasters at USAir and Salomon? I certainly do.)</p><p>Our satisfactory results have been the product of about a dozen truly good decisions – that would be about one every five years – and a sometimes-forgotten advantage that favors long-term investors such as Berkshire. Let’s take a peek behind the curtain.</p><h2>The Secret Sauce</h2><p>In August 1994 – yes, 1994 – Berkshire completed its seven-year purchase of the 400 million shares of Coca-Cola we now own. The total cost was $1.3 billion – then a very meaningful sum at Berkshire.</p><p>The cash dividend we received from Coke in 1994 was $75 million. By 2022, the dividend had increased to $704 million. Growth occurred every year, just as certain as birthdays. All Charlie and I were required to do was cash Coke’s quarterly dividend checks. We expect that those checks are highly likely to grow.</p><p>American Express is much the same story. Berkshire’s purchases of Amex were essentially completed in 1995 and, coincidentally, also cost $1.3 billion. Annual dividends received from this investment have grown from $41 million to $302 million. Those checks, too, seem highly likely to increase.</p><p>These dividend gains, though pleasing, are far from spectacular. But they bring with them important gains in stock prices. At yearend, our Coke investment was valued at $25 billion while Amex was recorded at $22 billion. Each holding now accounts for roughly 5% of Berkshire’s net worth, akin to its weighting long ago.</p><p>Assume, for a moment, I had made a similarly-sized investment mistake in the 1990s, one that flat-lined and simply retained its $1.3 billion value in 2022. (An example would be a high-grade 30-year bond.) That disappointing investment would now represent an insignificant 0.3% of Berkshire’s net worth and would be delivering to us an unchanged $80 million or so of annual income.</p><p>The lesson for investors: The weeds wither away in significance as the flowers bloom. Over time, it takes just a few winners to work wonders. And, yes, it helps to start early and live into your 90s as well.</p><h2>The Past Year in Brief</h2><p>Berkshire had a good year in 2022. The company’s operating earnings – our term for income calculated using Generally Accepted Accounting Principles (“GAAP”), exclusive of capital gains or losses from equity holdings – set a record at $30.8 billion. Charlie and I focus on this operational figure and urge you to do so as well. The GAAP figure, absent our adjustment, fluctuates wildly and capriciously at every reporting date. Note its acrobatic behavior in 2022, which is in no way unusual:</p><p><img src=\"https://static.tigerbbs.com/69e74650656620f9fa3f1e55c15a90e5\" tg-width=\"797\" tg-height=\"207\" width=\"100%\" height=\"auto\"/></p><p>The GAAP earnings are 100% misleading when viewed quarterly or even annually. Capital gains, to be sure, have been hugely important to Berkshire over past decades, and we expect them to be meaningfully positive in future decades. But their quarter-by-quarter gyrations, regularly and mindlessly headlined by media, totally misinform investors.</p><p>A second positive development for Berkshire last year was our purchase of Alleghany Corporation, a property-casualty insurer captained by Joe Brandon. I’ve worked with Joe in the past, and he understands both Berkshire  and insurance. Alleghany delivers special value to us because Berkshire’s unmatched financial strength allows its insurance subsidiaries to follow valuable and enduring investment strategies unavailable to virtually all competitors.</p><p>Aided by Alleghany, our insurance float increased during 2022 from $147 billion to $164 billion. With disciplined underwriting, these funds have a decent chance of being cost-free over time. Since purchasing our first property-casualty insurer in 1967, Berkshire’s float has increased 8,000-fold through acquisitions, operations and innovations. Though not recognized in our financial statements, this float has been an extraordinary asset for Berkshire. New shareholders can get an understanding of its value by reading our annually updated explanation of float on page A-2.</p><p>* * * * * * * * * * * *</p><p>A very minor gain in per-share intrinsic value took place in 2022 through Berkshire share repurchases as well as similar moves at Apple and American Express, both significant investees of ours. At Berkshire, we directly increased your interest in our unique collection of businesses by repurchasing 1.2% of the company’s outstanding shares. At Apple and Amex, repurchases increased Berkshire’s ownership a bit without any cost to us.</p><p>The math isn’t complicated: When the share count goes down, your interest in our many businesses goes up. Every small bit helps if repurchases are made at value-accretive prices. Just as surely, when a company overpays for repurchases, the continuing shareholders lose. At such times, gains flow only to the selling shareholders and to the friendly, but expensive, investment banker who recommended the foolish purchases.</p><p>Gains from value-accretive repurchases, it should be emphasized, benefit all owners – in every respect. Imagine, if you will, three fully-informed shareholders of a local auto dealership, one of whom manages the business. Imagine, further, that one of the passive owners wishes to sell his interest back to the company at a price attractive to the two continuing shareholders. When completed, has this transaction harmed anyone? Is the manager somehow favored over the continuing passive owners? Has the public been hurt?</p><p>When you are told that all repurchases are harmful to shareholders or to the country, or particularly beneficial to CEOs, you are listening to either an economic illiterate or a silver-tongued demagogue (characters that are not mutually exclusive).</p><p>Almost endless details of Berkshire’s 2022 operations are laid out on pages K-33 – K-66. Charlie and I, along with many Berkshire shareholders, enjoy poring over the many facts and figures laid out in that section. These pages are not, however, required reading. There are many Berkshire centimillionaires and, yes, billionaires who have never studied our financial figures. They simply know that Charlie and I – along with our families and close friends – continue to have very significant investments in Berkshire, and they trust us to treat their money as we do our own.</p><p>And that is a promise we can make.</p><p>* * * * * * * * * * * *</p><p>Finally, an important warning: Even the operating earnings figure that we favor can easily be manipulated by managers who wish to do so. Such tampering is often thought of as sophisticated by CEOs, directors and their advisors. Reporters and analysts embrace its existence as well. Beating “expectations” is heralded as a managerial triumph.</p><p>That activity is disgusting. It requires no talent to manipulate numbers: Only a deep desire to deceive is required. “Bold imaginative accounting,” as a CEO once described his deception to me, has become one of the shames of capitalism.</p><h2>58 Years – and a Few Figures</h2><p>In 1965, Berkshire was a one-trick pony, the owner of a venerable – but doomed – New England textile operation. With that business on a death march, Berkshire needed an immediate fresh start. Looking back, I was slow to recognize the severity of its problems.</p><p>And then came a stroke of good luck: National Indemnity became available in 1967, and we shifted our resources toward insurance and other non-textile operations.</p><p>Thus began our journey to 2023, a bumpy road involving a combination of continuous savings by our owners (that is, by their retaining earnings), the power of compounding, our avoidance of major mistakes and – most important of all – the American Tailwind. America would have done fine without Berkshire. The reverse is not true.</p><p>Berkshire now enjoys major ownership in an unmatched collection of huge and diversified businesses. Let’s first look at the 5,000 or so publicly-held companies that trade daily on NASDAQ, the NYSE and related venues. Within this group is housed the members of the S&amp;P 500 Index, an elite collection of large and well-known American companies.</p><p>In aggregate, the 500 earned $1.8 trillion in 2021. I don’t yet have the final results for 2022. Using, therefore, the 2021 figures, only 128 of the 500 (including Berkshire itself) earned $3 billion or more. Indeed, 23 lost money.</p><p>At yearend 2022, Berkshire was the largest owner of eight of these giants: American Express, Bank of America, Chevron, Coca-Cola, HP Inc., Moody’s, Occidental Petroleum and Paramount Global.</p><p>In addition to those eight investees, Berkshire owns 100% of BNSF and 92% of BH Energy, each with earnings that exceed the $3 billion mark noted above ($5.9 billion at BNSF and</p><p>$4.3 billion at BHE). Were these companies publicly-owned, they would replace two present members of the 500. All told, our ten controlled and non-controlled behemoths leave Berkshire more broadly aligned with the country’s economic future than is the case at any other U.S. company. (This calculation leaves aside “fiduciary” operations such as pension funds and investment companies.) In addition, Berkshire’s insurance operation, though conducted through many individually-managed subsidiaries, has a value comparable to BNSF or BHE.</p><p>As for the future, Berkshire will always hold a boatload of cash and U.S. Treasury bills along with a wide array of businesses. We will also avoid behavior that could result in any uncomfortable cash needs at inconvenient times, including financial panics and unprecedented insurance losses. Our CEO will always be the Chief Risk Officer – a task it is irresponsible to delegate. Additionally, our future CEOs will have a significant part of their net worth in Berkshire shares, bought with their own money. And yes, our shareholders will continue to save and prosper by retaining earnings.</p><p>At Berkshire, there will be no finish line.</p><h2>Some Surprising Facts About Federal Taxes</h2><p>During the decade ending in 2021, the United States Treasury received about $32.3 trillion in taxes while it spent $43.9 trillion.</p><p>Though economists, politicians and many of the public have opinions about the consequences of that huge imbalance, Charlie and I plead ignorance and firmly believe that near-term economic and market forecasts are worse than useless. Our job is to manage Berkshire’s operations and finances in a manner that will achieve an acceptable result over time and that will preserve the company’s unmatched staying power when financial panics or severe worldwide recessions occur. Berkshire also offers some modest protection from runaway inflation, but this attribute is far from perfect. Huge and entrenched fiscal deficits have consequences.</p><p>The $32 trillion of revenue was garnered by the Treasury through individual income taxes (48%), social security and related receipts (3412%), corporate income tax payments (812%) and a wide variety of lesser levies. Berkshire’s contribution via the corporate income tax was $32 billion during the decade, almost exactly a tenth of 1% of all money that the Treasury collected.</p><p>And that means – brace yourself – had there been roughly 1,000 taxpayers in the U.S. matching Berkshire’s payments, no other businesses nor any of the country’s 131 million households would have needed to pay any taxes to the federal government. Not a dime.</p><p>* * * * * * * * * * * *</p><p>Millions, billions, trillions – we all know the words, but the sums involved are almost impossible to comprehend. Let’s put physical dimensions to the numbers:</p><p>- If you convert $1 million into newly-printed $100 bills, you will have a stack that reaches your chest.</p><p>- Perform the same exercise with $1 billion – this is getting exciting! – and the stack reaches about 34 of a mile into the sky.</p><p>- Finally, imagine piling up $32 billion, the total of Berkshire’s 2012-21 federal income tax payments. Now the stack grows to more than 21 miles in height, about three times the level at which commercial airplanes usually cruise.</p><p>When it comes to federal taxes, individuals who own Berkshire can unequivocally state “I gave at the office.”</p><p>* * * * * * * * * * * *</p><p>At Berkshire we hope and expect to pay much more in taxes during the next decade. We owe the country no less: America’s dynamism has made a huge contribution to whatever success Berkshire has achieved – a contribution Berkshire will always need. We count on the American Tailwind and, though it has been becalmed from time to time, its propelling force has always returned.</p><p>I have been investing for 80 years – more than one-third of our country’s lifetime. Despite our citizens’ penchant – almost enthusiasm – for self-criticism and self-doubt, I have yet to see a time when it made sense to make a long-term bet against America. And I doubt very much that any reader of this letter will have a different experience in the future.</p><h2>Nothing Beats Having a Great Partner</h2><p>Charlie and I think pretty much alike. But what it takes me a page to explain, he sums up in a sentence. His version, moreover, is always more clearly reasoned and also more artfully – some might add bluntly – stated.</p><p>Here are a few of his thoughts, many lifted from a very recent podcast:</p><p>- The world is full of foolish gamblers, and they will not do as well as the patient investor.</p><p>- If you don’t see the world the way it is, it’s like judging something through a distorted lens.</p><p>- All I want to know is where I’m going to die, so I’ll never go there. And a related thought: Early on, write your desired obituary – and then behave accordingly.</p><p>- If you don’t care whether you are rational or not, you won’t work on it. Then you will stay irrational and get lousy results.</p><p>- Patience can be learned. Having a long attention span and the ability to concentrate on one thing for a long time is a huge advantage.</p><p>- You can learn a lot from dead people. Read of the deceased you admire and detest.</p><p>- Don’t bail away in a sinking boat if you can swim to one that is seaworthy.</p><p>- A great company keeps working after you are not; a mediocre company won’t do that.</p><p>- Warren and I don’t focus on the froth of the market. We seek out good long-term investments and stubbornly hold them for a long time.</p><p>- Ben Graham said, “Day to day, the stock market is a voting machine; in the long term it’s a weighing machine.” If you keep making something more valuable, then some wise person is going to notice it and start buying.</p><p>- There is no such thing as a 100% sure thing when investing. Thus, the use of leverage is dangerous. A string of wonderful numbers times zero will always equal zero. Don’t count on getting rich twice.</p><p>- You don’t, however, need to own a lot of things in order to get rich.</p><p>- You have to keep learning if you want to become a great investor. When the world changes, you must change.</p><p>- Warren and I hated railroad stocks for decades, but the world changed and finally the country had four huge railroads of vital importance to the American economy. We were slow to recognize the change, but better late than never.</p><p>- Finally, I will add two short sentences by Charlie that have been his decision-clinchers for decades: “Warren, think more about it. You’re smart and I’m right.”</p><p>And so it goes. I never have a phone call with Charlie without learning something. And, while he makes me think, he also makes me laugh.</p><p>* * * * * * * * * * * *</p><p>I will add to Charlie’s list a rule of my own:   Find   a   very   smart   high-grade partner – preferably slightly older than you – and then listen very carefully to what he says.</p><h2>A Family Gathering in Omaha</h2><p>Charlie and I are shameless. Last year, at our first shareholder get-together in three years, we greeted you with our usual commercial hustle.</p><p>From the opening bell, we went straight for your wallet. In short order, our See’s kiosk sold you eleven tons of nourishing peanut brittle and chocolates. In our P.T. Barnum pitch, we promised you longevity. After all, what else but candy from See’s could account for Charlie and me making it to 99 and 92?</p><p>I know you can’t wait to hear the specifics of last year’s hustle.</p><p>On Friday, the doors were open from noon until 5 p.m., and our candy counters rang up 2,690 individual sales. On Saturday, See’s registered an additional 3,931 transactions between 7 a.m. and 4:30 p.m., despite the fact that 612 of the 912 operating hours occurred while our movie and the question-and-answer session were limiting commercial traffic.</p><p>Do the math: See’s rang up about 10 sales per minute during its prime operating time (racking up $400,309 of volume during the two days), with all the goods purchased at a single location selling products that haven’t been materially altered in 101 years. What worked for See’s in the days of Henry Ford’s model T works now.</p><p>* * * * * * * * * * * *</p><p>Charlie, I, and the entire Berkshire bunch look forward to seeing you in Omaha on May 5-6. We will have a good time and so will you.</p><p>February 25, 2023 Warren E. Buffett </p><p>Chairman of the Board</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117520516","content_text":"Warren Buffett is still betting on America.Stocks and bonds slumped in 2022 after central banks raised interest rates at a rapid pace to try to rein in inflation. But Mr. Buffett retained his sense of optimism in his annual letter to investors Saturday, saying he attributes much of his success over the years to the resilience of the U.S. economy.“I have been investing for 80 years—more than one-third of our country’s lifetime. Despite our citizens’ penchant—almost enthusiasm—for self-criticism and self-doubt, I have yet to see a time when it made sense to make a long-term bet against America,” Mr. Buffett said in the letter.Mr. Buffett, widely regarded as one of the world’s top investors, has been publishing the letters for more than half a century. Over that time, he hasn’t just reflected on the past year for his company, Berkshire Hathaway Inc., but also shared his thoughts on everything from esoteric accounting rules to his aversion to excessive risk-taking.Saturday’s letter offered readers a glimpse into how Mr. Buffett, 92, viewed what wound up being a shaky stretch for markets.The volatility offered Berkshire an opportunity to jump in and buy stocks. While Berkshire largely bought back its own shares in 2021, it focused more in 2022 on investing in other companies—opening up new positions in media company Paramount Global and building-materials manufacturer Louisiana-Pacific Corp., among other businesses, and swiftly becoming Occidental Petroleum Corp.’s single biggest shareholder.As of the end of 2022, Berkshire was the largest shareholder of eight companies—American Express Co., Bank of America Corp., Chevron Corp., Coca-Cola Co., HP Inc., Moody’s Corp., Occidental and Paramount Global.“America would have done fine without Berkshire. The reverse is not true,” Mr. Buffett said.Berkshire also released its results for 2022 on Saturday.The Omaha, Neb., company, which owns businesses including insurer Geico, railroad BNSF Railway and chocolate maker See’s Candies, posted a loss of $22.82 billion for the year, stung by $67.9 billion in investment and derivative contract losses. In 2021, Berkshire posted a profit of $90.8 billion.Total revenue rose 9.4% to $302.1 billion.Berkshire’s operating earnings, which exclude some investment results, rose to a record $30.8 billion.Mr. Buffett, Berkshire’s chief executive, has long held that operating earnings are a better reflection of how Berkshire is doing, since accounting rules require the company to include unrealized gains and losses from its massive investment portfolio in its net income. Volatile markets can make Berkshire’s net income change substantially from quarter to quarter, regardless of how its underlying businesses are doing.“Capital gains, to be sure, have been hugely important to Berkshire over past decades, and we expect them to be meaningfully positive in future decades,” Mr. Buffett said in his letter. “But their quarter-by-quarter gyrations, regularly and mindlessly headlined by media, totally misinform investors,” he said, adding that he and his right-hand man Charlie Munger urged shareholders to focus instead on Berkshire’s operating earnings, which rose to a record for the full year in 2022.Read the full letter here:To the Shareholders of Berkshire Hathaway Inc.:Charlie Munger, my long-time partner, and I have the job of managing the savings of a great number of individuals. We are grateful for their enduring trust, a relationship that often spans much of their adult lifetime. It is those dedicated savers that are forefront in my mind as I write this letter.A common belief is that people choose to save when young, expecting thereby to maintain their living standards after retirement. Any assets that remain at death, this theory says, will usually be left to their families or, possibly, to friends and philanthropy.Our experience has differed. We believe Berkshire’s individual holders largely to be of the once-a-saver, always-a-saver variety. Though these people live well, they eventually dispense most of their funds to philanthropic organizations. These, in turn, redistribute the funds by expenditures intended to improve the lives of a great many people who are unrelated to the original benefactor. Sometimes, the results have been spectacular.The disposition of money unmasks humans. Charlie and I watch with pleasure the vast flow of Berkshire-generated funds to public needs and, alongside, the infrequency with which our shareholders opt for look-at-me assets and dynasty-building.Who wouldn’t enjoy working for shareholders like ours?What We DoCharlie and I allocate your savings at Berkshire between two related forms of ownership. First, we invest in businesses that we control, usually buying 100% of each. Berkshire directs capital allocation at these subsidiaries and selects the CEOs who make day-by-day operating decisions. When large enterprises are being managed, both trust and rules are essential. Berkshire emphasizes the former to an unusual – some would say extreme – degree. Disappointments are inevitable. We are understanding about business mistakes; our tolerance for personal misconduct is zero.In our second category of ownership, we buy publicly-traded stocks through which we passively own pieces of businesses. Holding these investments, we have no say in management.Our goal in both forms of ownership is to make meaningful investments in businesses with both long-lasting favorable economic characteristics and trustworthy managers. Please note particularly that we own publicly-traded stocks based on our expectations about their long-term business performance, not because we view them as vehicles for adroit purchases and sales. That point is crucial: Charlie and I are not stock-pickers; we are business-pickers.Over the years, I have made many mistakes. Consequently, our extensive collection of businesses currently consists of a few enterprises that have truly extraordinary economics, many that enjoy very good economic characteristics, and a large group that are marginal. Along the way, other businesses in which I have invested have died, their products unwanted by the public. Capitalism has two sides: The system creates an ever-growing pile of losers while concurrently delivering a gusher of improved goods and services. Schumpeter called this phenomenon “creative destruction.”One advantage of our publicly-traded segment is that – episodically – it becomes easy to buy pieces of wonderful businesses at wonderful prices. It’s crucial to understand that stocks often trade at truly foolish prices, both high and low. “Efficient” markets exist only in textbooks. In truth, marketable stocks and bonds are baffling, their behavior usually understandable only in retrospect.Controlled businesses are a different breed. They sometimes command ridiculously higher prices than justified but are almost never available at bargain valuations. Unless under duress, the owner of a controlled business gives no thought to selling at a panic-type valuation.* * * * * * * * * * * *At this point, a report card from me is appropriate: In 58 years of Berkshire management, most of my capital-allocation decisions have been no better than so-so. In some cases, also, bad moves by me have been rescued by very large doses of luck. (Remember our escapes from near-disasters at USAir and Salomon? I certainly do.)Our satisfactory results have been the product of about a dozen truly good decisions – that would be about one every five years – and a sometimes-forgotten advantage that favors long-term investors such as Berkshire. Let’s take a peek behind the curtain.The Secret SauceIn August 1994 – yes, 1994 – Berkshire completed its seven-year purchase of the 400 million shares of Coca-Cola we now own. The total cost was $1.3 billion – then a very meaningful sum at Berkshire.The cash dividend we received from Coke in 1994 was $75 million. By 2022, the dividend had increased to $704 million. Growth occurred every year, just as certain as birthdays. All Charlie and I were required to do was cash Coke’s quarterly dividend checks. We expect that those checks are highly likely to grow.American Express is much the same story. Berkshire’s purchases of Amex were essentially completed in 1995 and, coincidentally, also cost $1.3 billion. Annual dividends received from this investment have grown from $41 million to $302 million. Those checks, too, seem highly likely to increase.These dividend gains, though pleasing, are far from spectacular. But they bring with them important gains in stock prices. At yearend, our Coke investment was valued at $25 billion while Amex was recorded at $22 billion. Each holding now accounts for roughly 5% of Berkshire’s net worth, akin to its weighting long ago.Assume, for a moment, I had made a similarly-sized investment mistake in the 1990s, one that flat-lined and simply retained its $1.3 billion value in 2022. (An example would be a high-grade 30-year bond.) That disappointing investment would now represent an insignificant 0.3% of Berkshire’s net worth and would be delivering to us an unchanged $80 million or so of annual income.The lesson for investors: The weeds wither away in significance as the flowers bloom. Over time, it takes just a few winners to work wonders. And, yes, it helps to start early and live into your 90s as well.The Past Year in BriefBerkshire had a good year in 2022. The company’s operating earnings – our term for income calculated using Generally Accepted Accounting Principles (“GAAP”), exclusive of capital gains or losses from equity holdings – set a record at $30.8 billion. Charlie and I focus on this operational figure and urge you to do so as well. The GAAP figure, absent our adjustment, fluctuates wildly and capriciously at every reporting date. Note its acrobatic behavior in 2022, which is in no way unusual:The GAAP earnings are 100% misleading when viewed quarterly or even annually. Capital gains, to be sure, have been hugely important to Berkshire over past decades, and we expect them to be meaningfully positive in future decades. But their quarter-by-quarter gyrations, regularly and mindlessly headlined by media, totally misinform investors.A second positive development for Berkshire last year was our purchase of Alleghany Corporation, a property-casualty insurer captained by Joe Brandon. I’ve worked with Joe in the past, and he understands both Berkshire  and insurance. Alleghany delivers special value to us because Berkshire’s unmatched financial strength allows its insurance subsidiaries to follow valuable and enduring investment strategies unavailable to virtually all competitors.Aided by Alleghany, our insurance float increased during 2022 from $147 billion to $164 billion. With disciplined underwriting, these funds have a decent chance of being cost-free over time. Since purchasing our first property-casualty insurer in 1967, Berkshire’s float has increased 8,000-fold through acquisitions, operations and innovations. Though not recognized in our financial statements, this float has been an extraordinary asset for Berkshire. New shareholders can get an understanding of its value by reading our annually updated explanation of float on page A-2.* * * * * * * * * * * *A very minor gain in per-share intrinsic value took place in 2022 through Berkshire share repurchases as well as similar moves at Apple and American Express, both significant investees of ours. At Berkshire, we directly increased your interest in our unique collection of businesses by repurchasing 1.2% of the company’s outstanding shares. At Apple and Amex, repurchases increased Berkshire’s ownership a bit without any cost to us.The math isn’t complicated: When the share count goes down, your interest in our many businesses goes up. Every small bit helps if repurchases are made at value-accretive prices. Just as surely, when a company overpays for repurchases, the continuing shareholders lose. At such times, gains flow only to the selling shareholders and to the friendly, but expensive, investment banker who recommended the foolish purchases.Gains from value-accretive repurchases, it should be emphasized, benefit all owners – in every respect. Imagine, if you will, three fully-informed shareholders of a local auto dealership, one of whom manages the business. Imagine, further, that one of the passive owners wishes to sell his interest back to the company at a price attractive to the two continuing shareholders. When completed, has this transaction harmed anyone? Is the manager somehow favored over the continuing passive owners? Has the public been hurt?When you are told that all repurchases are harmful to shareholders or to the country, or particularly beneficial to CEOs, you are listening to either an economic illiterate or a silver-tongued demagogue (characters that are not mutually exclusive).Almost endless details of Berkshire’s 2022 operations are laid out on pages K-33 – K-66. Charlie and I, along with many Berkshire shareholders, enjoy poring over the many facts and figures laid out in that section. These pages are not, however, required reading. There are many Berkshire centimillionaires and, yes, billionaires who have never studied our financial figures. They simply know that Charlie and I – along with our families and close friends – continue to have very significant investments in Berkshire, and they trust us to treat their money as we do our own.And that is a promise we can make.* * * * * * * * * * * *Finally, an important warning: Even the operating earnings figure that we favor can easily be manipulated by managers who wish to do so. Such tampering is often thought of as sophisticated by CEOs, directors and their advisors. Reporters and analysts embrace its existence as well. Beating “expectations” is heralded as a managerial triumph.That activity is disgusting. It requires no talent to manipulate numbers: Only a deep desire to deceive is required. “Bold imaginative accounting,” as a CEO once described his deception to me, has become one of the shames of capitalism.58 Years – and a Few FiguresIn 1965, Berkshire was a one-trick pony, the owner of a venerable – but doomed – New England textile operation. With that business on a death march, Berkshire needed an immediate fresh start. Looking back, I was slow to recognize the severity of its problems.And then came a stroke of good luck: National Indemnity became available in 1967, and we shifted our resources toward insurance and other non-textile operations.Thus began our journey to 2023, a bumpy road involving a combination of continuous savings by our owners (that is, by their retaining earnings), the power of compounding, our avoidance of major mistakes and – most important of all – the American Tailwind. America would have done fine without Berkshire. The reverse is not true.Berkshire now enjoys major ownership in an unmatched collection of huge and diversified businesses. Let’s first look at the 5,000 or so publicly-held companies that trade daily on NASDAQ, the NYSE and related venues. Within this group is housed the members of the S&P 500 Index, an elite collection of large and well-known American companies.In aggregate, the 500 earned $1.8 trillion in 2021. I don’t yet have the final results for 2022. Using, therefore, the 2021 figures, only 128 of the 500 (including Berkshire itself) earned $3 billion or more. Indeed, 23 lost money.At yearend 2022, Berkshire was the largest owner of eight of these giants: American Express, Bank of America, Chevron, Coca-Cola, HP Inc., Moody’s, Occidental Petroleum and Paramount Global.In addition to those eight investees, Berkshire owns 100% of BNSF and 92% of BH Energy, each with earnings that exceed the $3 billion mark noted above ($5.9 billion at BNSF and$4.3 billion at BHE). Were these companies publicly-owned, they would replace two present members of the 500. All told, our ten controlled and non-controlled behemoths leave Berkshire more broadly aligned with the country’s economic future than is the case at any other U.S. company. (This calculation leaves aside “fiduciary” operations such as pension funds and investment companies.) In addition, Berkshire’s insurance operation, though conducted through many individually-managed subsidiaries, has a value comparable to BNSF or BHE.As for the future, Berkshire will always hold a boatload of cash and U.S. Treasury bills along with a wide array of businesses. We will also avoid behavior that could result in any uncomfortable cash needs at inconvenient times, including financial panics and unprecedented insurance losses. Our CEO will always be the Chief Risk Officer – a task it is irresponsible to delegate. Additionally, our future CEOs will have a significant part of their net worth in Berkshire shares, bought with their own money. And yes, our shareholders will continue to save and prosper by retaining earnings.At Berkshire, there will be no finish line.Some Surprising Facts About Federal TaxesDuring the decade ending in 2021, the United States Treasury received about $32.3 trillion in taxes while it spent $43.9 trillion.Though economists, politicians and many of the public have opinions about the consequences of that huge imbalance, Charlie and I plead ignorance and firmly believe that near-term economic and market forecasts are worse than useless. Our job is to manage Berkshire’s operations and finances in a manner that will achieve an acceptable result over time and that will preserve the company’s unmatched staying power when financial panics or severe worldwide recessions occur. Berkshire also offers some modest protection from runaway inflation, but this attribute is far from perfect. Huge and entrenched fiscal deficits have consequences.The $32 trillion of revenue was garnered by the Treasury through individual income taxes (48%), social security and related receipts (3412%), corporate income tax payments (812%) and a wide variety of lesser levies. Berkshire’s contribution via the corporate income tax was $32 billion during the decade, almost exactly a tenth of 1% of all money that the Treasury collected.And that means – brace yourself – had there been roughly 1,000 taxpayers in the U.S. matching Berkshire’s payments, no other businesses nor any of the country’s 131 million households would have needed to pay any taxes to the federal government. Not a dime.* * * * * * * * * * * *Millions, billions, trillions – we all know the words, but the sums involved are almost impossible to comprehend. Let’s put physical dimensions to the numbers:- If you convert $1 million into newly-printed $100 bills, you will have a stack that reaches your chest.- Perform the same exercise with $1 billion – this is getting exciting! – and the stack reaches about 34 of a mile into the sky.- Finally, imagine piling up $32 billion, the total of Berkshire’s 2012-21 federal income tax payments. Now the stack grows to more than 21 miles in height, about three times the level at which commercial airplanes usually cruise.When it comes to federal taxes, individuals who own Berkshire can unequivocally state “I gave at the office.”* * * * * * * * * * * *At Berkshire we hope and expect to pay much more in taxes during the next decade. We owe the country no less: America’s dynamism has made a huge contribution to whatever success Berkshire has achieved – a contribution Berkshire will always need. We count on the American Tailwind and, though it has been becalmed from time to time, its propelling force has always returned.I have been investing for 80 years – more than one-third of our country’s lifetime. Despite our citizens’ penchant – almost enthusiasm – for self-criticism and self-doubt, I have yet to see a time when it made sense to make a long-term bet against America. And I doubt very much that any reader of this letter will have a different experience in the future.Nothing Beats Having a Great PartnerCharlie and I think pretty much alike. But what it takes me a page to explain, he sums up in a sentence. His version, moreover, is always more clearly reasoned and also more artfully – some might add bluntly – stated.Here are a few of his thoughts, many lifted from a very recent podcast:- The world is full of foolish gamblers, and they will not do as well as the patient investor.- If you don’t see the world the way it is, it’s like judging something through a distorted lens.- All I want to know is where I’m going to die, so I’ll never go there. And a related thought: Early on, write your desired obituary – and then behave accordingly.- If you don’t care whether you are rational or not, you won’t work on it. Then you will stay irrational and get lousy results.- Patience can be learned. Having a long attention span and the ability to concentrate on one thing for a long time is a huge advantage.- You can learn a lot from dead people. Read of the deceased you admire and detest.- Don’t bail away in a sinking boat if you can swim to one that is seaworthy.- A great company keeps working after you are not; a mediocre company won’t do that.- Warren and I don’t focus on the froth of the market. We seek out good long-term investments and stubbornly hold them for a long time.- Ben Graham said, “Day to day, the stock market is a voting machine; in the long term it’s a weighing machine.” If you keep making something more valuable, then some wise person is going to notice it and start buying.- There is no such thing as a 100% sure thing when investing. Thus, the use of leverage is dangerous. A string of wonderful numbers times zero will always equal zero. Don’t count on getting rich twice.- You don’t, however, need to own a lot of things in order to get rich.- You have to keep learning if you want to become a great investor. When the world changes, you must change.- Warren and I hated railroad stocks for decades, but the world changed and finally the country had four huge railroads of vital importance to the American economy. We were slow to recognize the change, but better late than never.- Finally, I will add two short sentences by Charlie that have been his decision-clinchers for decades: “Warren, think more about it. You’re smart and I’m right.”And so it goes. I never have a phone call with Charlie without learning something. And, while he makes me think, he also makes me laugh.* * * * * * * * * * * *I will add to Charlie’s list a rule of my own:   Find   a   very   smart   high-grade partner – preferably slightly older than you – and then listen very carefully to what he says.A Family Gathering in OmahaCharlie and I are shameless. Last year, at our first shareholder get-together in three years, we greeted you with our usual commercial hustle.From the opening bell, we went straight for your wallet. In short order, our See’s kiosk sold you eleven tons of nourishing peanut brittle and chocolates. In our P.T. Barnum pitch, we promised you longevity. After all, what else but candy from See’s could account for Charlie and me making it to 99 and 92?I know you can’t wait to hear the specifics of last year’s hustle.On Friday, the doors were open from noon until 5 p.m., and our candy counters rang up 2,690 individual sales. On Saturday, See’s registered an additional 3,931 transactions between 7 a.m. and 4:30 p.m., despite the fact that 612 of the 912 operating hours occurred while our movie and the question-and-answer session were limiting commercial traffic.Do the math: See’s rang up about 10 sales per minute during its prime operating time (racking up $400,309 of volume during the two days), with all the goods purchased at a single location selling products that haven’t been materially altered in 101 years. What worked for See’s in the days of Henry Ford’s model T works now.* * * * * * * * * * * *Charlie, I, and the entire Berkshire bunch look forward to seeing you in Omaha on May 5-6. We will have a good time and so will you.February 25, 2023 Warren E. Buffett Chairman of the Board","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957600756,"gmtCreate":1677196178176,"gmtModify":1677196181439,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957600756","repostId":"2313020897","repostType":4,"repost":{"id":"2313020897","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":1677186028,"share":"https://ttm.financial/m/news/2313020897?lang=&edition=fundamental","pubTime":"2023-02-24 05:00","market":"us","language":"en","title":"US STOCKS-Wall St Ends Topsy-Turvy Day Higher, S&P Snaps Losing Streak","url":"https://stock-news.laohu8.com/highlight/detail?id=2313020897","media":"Reuters","summary":"The main Wall Street benchmarks closed a topsy-turvy Thursday in positive territory, with the S&P 50","content":"<html><head></head><body><p>The main Wall Street benchmarks closed a topsy-turvy Thursday in positive territory, with the S&amp;P 500 snapping a four-session losing streak, as investors grappled with how interest rate policy might affect the U.S. economy.</p><p>Stock markets have been volatile this year, pulling back in February after a strong January as investors try to figure out what the U.S. Federal Reserve will do with interest rates. Hawkish comments from policymakers have been interspersed with data pointing to a strong American economy.</p><p>On Thursday, the Labor Department said the number of Americans filing new claims for unemployment benefits unexpectedly fell last week, reflecting tight labor market conditions.</p><p>A separate report confirmed the economy grew solidly in the fourth quarter, though rising inventory levels were responsible for much of the increase.</p><p>U.S. gross domestic product increased 2.7% in the fourth quarter, according to the government&#39;s second estimate. Economists were forecasting a 2.9% rise.</p><p>&#34;If you&#39;re a bull, you can pull out plenty of things that are supportive, and if you&#39;re bear there are plenty of things to point to that are supportive,&#34; said Jack Janasiewicz, lead portfolio strategist at <a href=\"https://laohu8.com/S/NTXFF\">Natixis</a> Investment Managers Solutions.</p><p>&#34;There are so many cross currents that are moving in very different directions, I think it&#39;s very difficult to fall back on <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two things. That&#39;s creating a lot of hand-wringing uncertainty, and we&#39;re range-trading as a result of it.&#34;</p><p>For part of the day, the S&amp;P was trading below its 50-day moving average of 3,980 points, before rallying in the afternoon.</p><p>Influencing this intraday dip were large trades in short-dated derivatives that piled selling pressure on the market, according to Nomura strategist Charlie McElligott.</p><p>Helping provide confidence to buyers was positive earnings from Nvidia Corp, which surged after forecasting quarterly sales above estimates and reporting a surge in the use of its chips to power artificial intelligence services.</p><p>Other chipmakers also gained, including Broadcom Inc and Qualcomm Inc. The Philadelphia SE Semiconductor index climbed.</p><p>According to preliminary data, the S&amp;P 500 gained 21.09 points, or 0.53%, to end at 4,012.14 points, while the Nasdaq Composite gained 83.26 points, or 0.72%, to 11,590.33. The Dow Jones Industrial Average rose 108.82 points, or 0.33%, to 33,153.91.</p><p>Many of the 11 major S&amp;P 500 sectors rose. Higher crude prices pushed energy to be one of the biggest gainers on the day, and also helped the index halt a losing run at seven. This tied its worst stretch since an eight-session skid in March 2017.</p><p>Among the fallers was communication services, which recorded its fifth straight decline, matching another five-loss streak in October. It was weighed by Netflix Inc, which slipped on reports that the streaming service was cutting subscription prices in 30 countries.</p><p>Among other stocks, <a href=\"https://laohu8.com/S/EBAY\">eBay</a> Inc slid after warning of dour demand in the first half of 2023 due to strained consumer spending in the United States and Europe.</p><p>Moderna Inc fell after the vaccine maker reaffirmed its annual sales forecast of $5 billion for its COVID-19 vaccines despite its fourth-quarter sales exceeding estimates.</p><p>However, Bumble Inc jumped. The owner of the eponymous dating app projected annual revenue growth above market estimates on optimism over rising paying users.</p><p><img src=\"https://static.tigerbbs.com/40a8f5df83795597405cf9d779308334\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Ends Topsy-Turvy Day Higher, S&P Snaps Losing Streak</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Ends Topsy-Turvy Day Higher, S&P Snaps Losing Streak\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-02-24 05:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The main Wall Street benchmarks closed a topsy-turvy Thursday in positive territory, with the S&amp;P 500 snapping a four-session losing streak, as investors grappled with how interest rate policy might affect the U.S. economy.</p><p>Stock markets have been volatile this year, pulling back in February after a strong January as investors try to figure out what the U.S. Federal Reserve will do with interest rates. Hawkish comments from policymakers have been interspersed with data pointing to a strong American economy.</p><p>On Thursday, the Labor Department said the number of Americans filing new claims for unemployment benefits unexpectedly fell last week, reflecting tight labor market conditions.</p><p>A separate report confirmed the economy grew solidly in the fourth quarter, though rising inventory levels were responsible for much of the increase.</p><p>U.S. gross domestic product increased 2.7% in the fourth quarter, according to the government&#39;s second estimate. Economists were forecasting a 2.9% rise.</p><p>&#34;If you&#39;re a bull, you can pull out plenty of things that are supportive, and if you&#39;re bear there are plenty of things to point to that are supportive,&#34; said Jack Janasiewicz, lead portfolio strategist at <a href=\"https://laohu8.com/S/NTXFF\">Natixis</a> Investment Managers Solutions.</p><p>&#34;There are so many cross currents that are moving in very different directions, I think it&#39;s very difficult to fall back on <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two things. That&#39;s creating a lot of hand-wringing uncertainty, and we&#39;re range-trading as a result of it.&#34;</p><p>For part of the day, the S&amp;P was trading below its 50-day moving average of 3,980 points, before rallying in the afternoon.</p><p>Influencing this intraday dip were large trades in short-dated derivatives that piled selling pressure on the market, according to Nomura strategist Charlie McElligott.</p><p>Helping provide confidence to buyers was positive earnings from Nvidia Corp, which surged after forecasting quarterly sales above estimates and reporting a surge in the use of its chips to power artificial intelligence services.</p><p>Other chipmakers also gained, including Broadcom Inc and Qualcomm Inc. The Philadelphia SE Semiconductor index climbed.</p><p>According to preliminary data, the S&amp;P 500 gained 21.09 points, or 0.53%, to end at 4,012.14 points, while the Nasdaq Composite gained 83.26 points, or 0.72%, to 11,590.33. The Dow Jones Industrial Average rose 108.82 points, or 0.33%, to 33,153.91.</p><p>Many of the 11 major S&amp;P 500 sectors rose. Higher crude prices pushed energy to be one of the biggest gainers on the day, and also helped the index halt a losing run at seven. This tied its worst stretch since an eight-session skid in March 2017.</p><p>Among the fallers was communication services, which recorded its fifth straight decline, matching another five-loss streak in October. It was weighed by Netflix Inc, which slipped on reports that the streaming service was cutting subscription prices in 30 countries.</p><p>Among other stocks, <a href=\"https://laohu8.com/S/EBAY\">eBay</a> Inc slid after warning of dour demand in the first half of 2023 due to strained consumer spending in the United States and Europe.</p><p>Moderna Inc fell after the vaccine maker reaffirmed its annual sales forecast of $5 billion for its COVID-19 vaccines despite its fourth-quarter sales exceeding estimates.</p><p>However, Bumble Inc jumped. The owner of the eponymous dating app projected annual revenue growth above market estimates on optimism over rising paying users.</p><p><img src=\"https://static.tigerbbs.com/40a8f5df83795597405cf9d779308334\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313020897","content_text":"The main Wall Street benchmarks closed a topsy-turvy Thursday in positive territory, with the S&P 500 snapping a four-session losing streak, as investors grappled with how interest rate policy might affect the U.S. economy.Stock markets have been volatile this year, pulling back in February after a strong January as investors try to figure out what the U.S. Federal Reserve will do with interest rates. Hawkish comments from policymakers have been interspersed with data pointing to a strong American economy.On Thursday, the Labor Department said the number of Americans filing new claims for unemployment benefits unexpectedly fell last week, reflecting tight labor market conditions.A separate report confirmed the economy grew solidly in the fourth quarter, though rising inventory levels were responsible for much of the increase.U.S. gross domestic product increased 2.7% in the fourth quarter, according to the government's second estimate. Economists were forecasting a 2.9% rise.\"If you're a bull, you can pull out plenty of things that are supportive, and if you're bear there are plenty of things to point to that are supportive,\" said Jack Janasiewicz, lead portfolio strategist at Natixis Investment Managers Solutions.\"There are so many cross currents that are moving in very different directions, I think it's very difficult to fall back on one or two things. That's creating a lot of hand-wringing uncertainty, and we're range-trading as a result of it.\"For part of the day, the S&P was trading below its 50-day moving average of 3,980 points, before rallying in the afternoon.Influencing this intraday dip were large trades in short-dated derivatives that piled selling pressure on the market, according to Nomura strategist Charlie McElligott.Helping provide confidence to buyers was positive earnings from Nvidia Corp, which surged after forecasting quarterly sales above estimates and reporting a surge in the use of its chips to power artificial intelligence services.Other chipmakers also gained, including Broadcom Inc and Qualcomm Inc. The Philadelphia SE Semiconductor index climbed.According to preliminary data, the S&P 500 gained 21.09 points, or 0.53%, to end at 4,012.14 points, while the Nasdaq Composite gained 83.26 points, or 0.72%, to 11,590.33. The Dow Jones Industrial Average rose 108.82 points, or 0.33%, to 33,153.91.Many of the 11 major S&P 500 sectors rose. Higher crude prices pushed energy to be one of the biggest gainers on the day, and also helped the index halt a losing run at seven. This tied its worst stretch since an eight-session skid in March 2017.Among the fallers was communication services, which recorded its fifth straight decline, matching another five-loss streak in October. It was weighed by Netflix Inc, which slipped on reports that the streaming service was cutting subscription prices in 30 countries.Among other stocks, eBay Inc slid after warning of dour demand in the first half of 2023 due to strained consumer spending in the United States and Europe.Moderna Inc fell after the vaccine maker reaffirmed its annual sales forecast of $5 billion for its COVID-19 vaccines despite its fourth-quarter sales exceeding estimates.However, Bumble Inc jumped. The owner of the eponymous dating app projected annual revenue growth above market estimates on optimism over rising paying users.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952081487,"gmtCreate":1674261670749,"gmtModify":1676538934082,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952081487","repostId":"2305965486","repostType":4,"repost":{"id":"2305965486","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":1674256232,"share":"https://ttm.financial/m/news/2305965486?lang=&edition=fundamental","pubTime":"2023-01-21 07:10","market":"us","language":"en","title":"US STOCKS-Wall Street Rallies to End Higher on Alphabet, Netflix Lift","url":"https://stock-news.laohu8.com/highlight/detail?id=2305965486","media":"Reuters","summary":"(Reuters) - U.S. stocks rallied to close higher on Friday, as the S&P 500 and Dow snapped a three-se","content":"<html><head></head><body><p>(Reuters) - U.S. stocks rallied to close higher on Friday, as the S&amp;P 500 and Dow snapped a three-session losing streak and the Nasdaq rose more than 2%, as quarterly earnings helped lift Netflix, while Google parent Alphabet climbed after announcing job cuts.</p><p>Shares of Netflix Inc jumped 8.46% as the streaming company added more subscribers than expected in the fourth quarter and said co-founder Reed Hastings was stepping down as chief executive.</p><p>Netflix&#39;s quarterly report comes as the technology and other growth-related sectors face hurdles due to the rising interest rate path of the U.S. Federal Reserve and recession worries that have led companies such as Microsoft Corp and Amazon.com Inc to lay off thousands of employees.</p><p>Alphabet Inc was the most recent company to announce job cuts as it said it was cutting 12,000 jobs, sending shares 5.34% higher.</p><p>The gains sent the communication services index up 3.96% as the top performer among the 11 major S&amp;P 500 sectors, notching its biggest daily percentage gain since Nov. 30.</p><p>High-growth sectors such as communication services were among the worst performing in 2022 and were notably weaker in the last few months of the year as investors gravitated towards stocks with high dividend yields.</p><p>&#34;Today’s action is probably because we had three down days so it got into a little bit of an oversold position and they are just doing a little bit of bargain hunting today,&#34; said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.</p><p>&#34;If people are viewing an opportunity, if they are getting more comfortable with the Fed’s narrative... investors are starting to buy into that narrative and saying &#39;OK that is the way it is, let’s look at the stocks that got really beaten up&#39; because the market is a discounting mechanism.&#34;</p><p>The Dow Jones Industrial Average rose 330.93 points, or 1%, to 33,375.49, the S&amp;P 500 gained 73.76 points, or 1.89%, to 3,972.61 and the Nasdaq Composite added 288.17 points, or 2.66%, to 11,140.43.</p><p>For the week, the Dow lost 2.7%, the S&amp;P 500 shed 0.66% and the Nasdaq gained 0.55%.</p><p>Comments from Federal Reserve officials have largely said they expect interest rates to climb to at least 5% this year as the central bank continues to try and tamp down high inflation. On Friday, Fed Governor Christopher Waller said the central bank may be &#34;pretty close&#34; to a point where rates are &#34;sufficiently restrictive&#34; to cool inflation, which gave an additional boost to equities.</p><p>The Fed is largely expected to raise rates by 25 basis points (bps) at its Feb. 1 policy announcement.</p><p>Still, concerns about corporate earnings persist as the U.S. economy shows signs of a slowdown and a possible recession.</p><p>Analysts now expect year-over-year earnings from S&amp;P 500 companies to decline 2.9% for the fourth quarter, according to Refinitiv data, compared with a 1.6% decline in the beginning of the year.</p><p>Gains on the Dow were curbed, however, by a 2.54% fall in shares of Goldman Sachs Group Inc after the Wall Street Journal reported the Fed was probing the company&#39;s consumer business.</p><p>Volume on U.S. exchanges was 11.90 billion shares, compared with the 10.87 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.55-to-1 ratio; on Nasdaq, a 2.63-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted one new 52-week high and four new lows; the Nasdaq Composite recorded 77 new highs and 20 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Rallies to End Higher on Alphabet, Netflix Lift</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Rallies to End Higher on Alphabet, Netflix Lift\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-21 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - U.S. stocks rallied to close higher on Friday, as the S&amp;P 500 and Dow snapped a three-session losing streak and the Nasdaq rose more than 2%, as quarterly earnings helped lift Netflix, while Google parent Alphabet climbed after announcing job cuts.</p><p>Shares of Netflix Inc jumped 8.46% as the streaming company added more subscribers than expected in the fourth quarter and said co-founder Reed Hastings was stepping down as chief executive.</p><p>Netflix&#39;s quarterly report comes as the technology and other growth-related sectors face hurdles due to the rising interest rate path of the U.S. Federal Reserve and recession worries that have led companies such as Microsoft Corp and Amazon.com Inc to lay off thousands of employees.</p><p>Alphabet Inc was the most recent company to announce job cuts as it said it was cutting 12,000 jobs, sending shares 5.34% higher.</p><p>The gains sent the communication services index up 3.96% as the top performer among the 11 major S&amp;P 500 sectors, notching its biggest daily percentage gain since Nov. 30.</p><p>High-growth sectors such as communication services were among the worst performing in 2022 and were notably weaker in the last few months of the year as investors gravitated towards stocks with high dividend yields.</p><p>&#34;Today’s action is probably because we had three down days so it got into a little bit of an oversold position and they are just doing a little bit of bargain hunting today,&#34; said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.</p><p>&#34;If people are viewing an opportunity, if they are getting more comfortable with the Fed’s narrative... investors are starting to buy into that narrative and saying &#39;OK that is the way it is, let’s look at the stocks that got really beaten up&#39; because the market is a discounting mechanism.&#34;</p><p>The Dow Jones Industrial Average rose 330.93 points, or 1%, to 33,375.49, the S&amp;P 500 gained 73.76 points, or 1.89%, to 3,972.61 and the Nasdaq Composite added 288.17 points, or 2.66%, to 11,140.43.</p><p>For the week, the Dow lost 2.7%, the S&amp;P 500 shed 0.66% and the Nasdaq gained 0.55%.</p><p>Comments from Federal Reserve officials have largely said they expect interest rates to climb to at least 5% this year as the central bank continues to try and tamp down high inflation. On Friday, Fed Governor Christopher Waller said the central bank may be &#34;pretty close&#34; to a point where rates are &#34;sufficiently restrictive&#34; to cool inflation, which gave an additional boost to equities.</p><p>The Fed is largely expected to raise rates by 25 basis points (bps) at its Feb. 1 policy announcement.</p><p>Still, concerns about corporate earnings persist as the U.S. economy shows signs of a slowdown and a possible recession.</p><p>Analysts now expect year-over-year earnings from S&amp;P 500 companies to decline 2.9% for the fourth quarter, according to Refinitiv data, compared with a 1.6% decline in the beginning of the year.</p><p>Gains on the Dow were curbed, however, by a 2.54% fall in shares of Goldman Sachs Group Inc after the Wall Street Journal reported the Fed was probing the company&#39;s consumer business.</p><p>Volume on U.S. exchanges was 11.90 billion shares, compared with the 10.87 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.55-to-1 ratio; on Nasdaq, a 2.63-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted one new 52-week high and four new lows; the Nasdaq Composite recorded 77 new highs and 20 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","GOOGL":"谷歌A",".SPX":"S&P 500 Index","COMP":"Compass, Inc.","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305965486","content_text":"(Reuters) - U.S. stocks rallied to close higher on Friday, as the S&P 500 and Dow snapped a three-session losing streak and the Nasdaq rose more than 2%, as quarterly earnings helped lift Netflix, while Google parent Alphabet climbed after announcing job cuts.Shares of Netflix Inc jumped 8.46% as the streaming company added more subscribers than expected in the fourth quarter and said co-founder Reed Hastings was stepping down as chief executive.Netflix's quarterly report comes as the technology and other growth-related sectors face hurdles due to the rising interest rate path of the U.S. Federal Reserve and recession worries that have led companies such as Microsoft Corp and Amazon.com Inc to lay off thousands of employees.Alphabet Inc was the most recent company to announce job cuts as it said it was cutting 12,000 jobs, sending shares 5.34% higher.The gains sent the communication services index up 3.96% as the top performer among the 11 major S&P 500 sectors, notching its biggest daily percentage gain since Nov. 30.High-growth sectors such as communication services were among the worst performing in 2022 and were notably weaker in the last few months of the year as investors gravitated towards stocks with high dividend yields.\"Today’s action is probably because we had three down days so it got into a little bit of an oversold position and they are just doing a little bit of bargain hunting today,\" said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.\"If people are viewing an opportunity, if they are getting more comfortable with the Fed’s narrative... investors are starting to buy into that narrative and saying 'OK that is the way it is, let’s look at the stocks that got really beaten up' because the market is a discounting mechanism.\"The Dow Jones Industrial Average rose 330.93 points, or 1%, to 33,375.49, the S&P 500 gained 73.76 points, or 1.89%, to 3,972.61 and the Nasdaq Composite added 288.17 points, or 2.66%, to 11,140.43.For the week, the Dow lost 2.7%, the S&P 500 shed 0.66% and the Nasdaq gained 0.55%.Comments from Federal Reserve officials have largely said they expect interest rates to climb to at least 5% this year as the central bank continues to try and tamp down high inflation. On Friday, Fed Governor Christopher Waller said the central bank may be \"pretty close\" to a point where rates are \"sufficiently restrictive\" to cool inflation, which gave an additional boost to equities.The Fed is largely expected to raise rates by 25 basis points (bps) at its Feb. 1 policy announcement.Still, concerns about corporate earnings persist as the U.S. economy shows signs of a slowdown and a possible recession.Analysts now expect year-over-year earnings from S&P 500 companies to decline 2.9% for the fourth quarter, according to Refinitiv data, compared with a 1.6% decline in the beginning of the year.Gains on the Dow were curbed, however, by a 2.54% fall in shares of Goldman Sachs Group Inc after the Wall Street Journal reported the Fed was probing the company's consumer business.Volume on U.S. exchanges was 11.90 billion shares, compared with the 10.87 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 3.55-to-1 ratio; on Nasdaq, a 2.63-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and four new lows; the Nasdaq Composite recorded 77 new highs and 20 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956788931,"gmtCreate":1674201452324,"gmtModify":1676538930007,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956788931","repostId":"1148061982","repostType":4,"repost":{"id":"1148061982","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":1674272043,"share":"https://ttm.financial/m/news/1148061982?lang=&edition=fundamental","pubTime":"2023-01-21 11:34","market":"sh","language":"en","title":"Reminder: Market Holidays During Chinese Lunar New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1148061982","media":"Tiger Newspress","summary":"Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the","content":"<html><head></head><body><p>Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>The China A-shares market</b> will be closed from Monday, 23 January 2023 to Friday, 27 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Hong Kong market</b> will be closed from Monday, 23 January 2023 to Wednesday, 25 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Singapore market</b> will be closed from Monday, 23 January 2023 to Tuesday, 24 January 2023 local time for Chinese Lunar New Year.</p><h3>Background</h3><p>Chinese New Year is the festival that celebrates the beginning of a new year on the traditional lunisolar Chinese calendar. In Chinese, the festival is commonly referred to as the Spring Festival as the spring season in the lunisolar calendar traditionally starts with lichun, the first of the twenty-four solar terms which the festival celebrates around the time of the Chinese New Year. Marking the end of winter and the beginning of the spring season, observances traditionally take place from New Year’s Eve.</p><p>The Chinese New Year is associated with several myths and customs. The festival was traditionally a time to honor deities as well as ancestors. Within China, regional customs and traditions concerning the celebration of the New Year vary widely, and the evening preceding the New Year&#39;s Day is frequently regarded as an occasion for Chinese families to gather for the annual reunion dinner.</p><p>It is also a tradition for every family to thoroughly clean their house, in order to sweep away any ill fortune and to make way for incoming good luck. Another custom is the decoration of windows and doors with red paper-cuts and couplets. Other activities include lighting firecrackers and giving money in red paper envelopes.</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>Reminder: Market Holidays During Chinese Lunar New Year</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\">\nReminder: Market Holidays During Chinese Lunar New Year\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\">2023-01-21 11:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>The China A-shares market</b> will be closed from Monday, 23 January 2023 to Friday, 27 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Hong Kong market</b> will be closed from Monday, 23 January 2023 to Wednesday, 25 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Singapore market</b> will be closed from Monday, 23 January 2023 to Tuesday, 24 January 2023 local time for Chinese Lunar New Year.</p><h3>Background</h3><p>Chinese New Year is the festival that celebrates the beginning of a new year on the traditional lunisolar Chinese calendar. In Chinese, the festival is commonly referred to as the Spring Festival as the spring season in the lunisolar calendar traditionally starts with lichun, the first of the twenty-four solar terms which the festival celebrates around the time of the Chinese New Year. Marking the end of winter and the beginning of the spring season, observances traditionally take place from New Year’s Eve.</p><p>The Chinese New Year is associated with several myths and customs. The festival was traditionally a time to honor deities as well as ancestors. Within China, regional customs and traditions concerning the celebration of the New Year vary widely, and the evening preceding the New Year&#39;s Day is frequently regarded as an occasion for Chinese families to gather for the annual reunion dinner.</p><p>It is also a tradition for every family to thoroughly clean their house, in order to sweep away any ill fortune and to make way for incoming good luck. Another custom is the decoration of windows and doors with red paper-cuts and couplets. Other activities include lighting firecrackers and giving money in red paper envelopes.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000001.SH":"上证指数","HSTECH":"恒生科技指数","HSI":"恒生指数","STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148061982","content_text":"Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.The China A-shares market will be closed from Monday, 23 January 2023 to Friday, 27 January 2023 local time for Chinese Lunar New Year.The Hong Kong market will be closed from Monday, 23 January 2023 to Wednesday, 25 January 2023 local time for Chinese Lunar New Year.The Singapore market will be closed from Monday, 23 January 2023 to Tuesday, 24 January 2023 local time for Chinese Lunar New Year.BackgroundChinese New Year is the festival that celebrates the beginning of a new year on the traditional lunisolar Chinese calendar. In Chinese, the festival is commonly referred to as the Spring Festival as the spring season in the lunisolar calendar traditionally starts with lichun, the first of the twenty-four solar terms which the festival celebrates around the time of the Chinese New Year. Marking the end of winter and the beginning of the spring season, observances traditionally take place from New Year’s Eve.The Chinese New Year is associated with several myths and customs. The festival was traditionally a time to honor deities as well as ancestors. Within China, regional customs and traditions concerning the celebration of the New Year vary widely, and the evening preceding the New Year's Day is frequently regarded as an occasion for Chinese families to gather for the annual reunion dinner.It is also a tradition for every family to thoroughly clean their house, in order to sweep away any ill fortune and to make way for incoming good luck. Another custom is the decoration of windows and doors with red paper-cuts and couplets. Other activities include lighting firecrackers and giving money in red paper envelopes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957289521,"gmtCreate":1677285062564,"gmtModify":1677285066382,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957289521","repostId":"1154515298","repostType":4,"repost":{"id":"1154515298","pubTimestamp":1677283655,"share":"https://ttm.financial/m/news/1154515298?lang=&edition=fundamental","pubTime":"2023-02-25 08:07","market":"us","language":"en","title":"U.S. Weekly Review: Stock Market Sells Off As Hot Inflation Revives Fed Fears; Nvidia, Walmart, Home Depot Earnings In Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1154515298","media":"Investor's Business Daily","summary":"The stock market rally came under pressure as the pullback shifted from healthy to concerning. The S","content":"<html><head></head><body><p>The stock market rally came under pressure as the pullback shifted from healthy to concerning. The S&amp;P 500 broke below its 50-day line and tested its 200-day line. The Dow Jones tumbled below its 50-day to 2023 lows. The Nasdaq skidded through its 200-day. The market uptrend is under increasing pressure. The market is pricing in more or faster Fed rate hikes, following a hot inflation report Friday.</p><p><b>Nvidia</b>(NVDA) soared on earnings, lifting chip stocks. But Dow Jones retailers <b>Walmart</b>(WMT) and <b>Home Depot</b>(HD) guided low.</p><h2>Stock Market Rally Under Pressure</h2><p>The stock market saw further losses, with the major indexes breaking below key moving averages on fears that the Fed will have to be even more aggressive. <b>Nvidia</b>(NVDA) was among several big earnings winners, but overall leading stocks faltered with the market. The uptrend is under pressure. Treasury yields jumped to their highest levels in months, with the 10-year rate nearly up to 4%.</p><h2>Economic Data Too Hot</h2><p>The last batch of economic reports for January packed a wallop — and it wasn&#39;t just the inflation data. Personal spending surged 1.8%. Adjusted for inflation, spending rose the most since March 2021. Even new home sales took off, unexpectedly jumping 7% to a 670,000 annual rate. Yet those bursts of activity were fueled by temporary factors: unusually warm weather, an 8.7% Social Security cost-of-living boost and moderating mortgage rates that have already reversed higher.</p><p>But the sharpest monthly price increases since last June could leave a lasting imprint on Fed policy. The PCE price index and core PCE, stripping out food and energy, both rose 0.6% on the month. Even worse, that came on top of upward revisions to December price increases. As a result, the steadily declining annual inflation rates unexpectedly reversed higher. The PCE inflation rate ticked up to 5.4%, while core PCE inflation edged up to 4.7%.</p><p>The hot inflation data also extended to core nonhousing services, with a monthly 0.6% rise, the fastest since November 2021. This is the category of spending that Fed chair Jerome Powell sees as most important to the inflation outlook.</p><p>After the latest batch of data, markets are now pricing in roughly one-third odds that the Fed will hike its key rate by a half-point on March 22.</p><h2>Nvidia Touts AI Business</h2><p>The graphics-chip maker beat Wall Street&#39;s estimates for its fiscal fourth quarter and guided higher for the current period. But<b>Nvidia</b>(NVDA) revenue and earnings fell 21% and 33%, respectively, in the quarter ended Jan. 29, as gaming chip sales remained weak. But investors focused on CEO Jensen Huang&#39;s comments that artificial intelligence technology is at an inflection point. Netflix also promoted new cloud-based AI services. NVDA stock rocketed after the report.</p><h2>Walmart, Home Depot Guide Low</h2><p>The big-box Dow Jones retailers both offered cautious outlooks for the year ahead. <b>Walmart</b>(WMT) easily beat Q4 EPS views with revenue also topping. <b>Home Depot</b>(HD) topped profit targets but revenue fell just short. The home improvement giant said it&#39;ll spend an extra $1 billion to boost pay for front-line workers. WMT stock rose Tuesday on earnings, but fell for the week. Home Depot fell sharply, weighing on <b>Lowe&#39;s</b>(LOW) and several other housing-related retailers. However, <b>Floor &amp; Decor</b>(FND) reported a 45% EPS gain, beating views, while the flooring retailer&#39;s 15% revenue gain just missed. FND jumped Friday.</p><h2>Toll Brothers Tops, Remains Upbeat</h2><p>The luxury homebuilder reported fiscal Q1 EPS climbed 37% while revenue fell less than 1% to $1.78 billion. <b>Toll Brothers</b>(TOL) delivered 1,826 units, near the high end of its guidance. It expects to deliver 2,050-2,150 units in Q2 with an average home price of $980,000-$1,000,000. For the full year, Toll predicts 8,000-9,000 units delivered with selling prices of $965,000-$985,000. Meanwhile, overall new- and existing-home sales have trended sharply lower amid higher mortgage rates.</p><h2>Tesla China Registrations Fall Again</h2><p><b>Tesla</b>(TSLA) insurance registrations in China fell to 5,913 in the week ended Feb. 19, vs. 6,963 in the prior week and 8,643 before that. That could reflect waning demand after an initial burst on price cuts. However, exports could be limiting Tesla EVs for local delivery. The next few weeks should clarify. Meanwhile,<b>BYD</b>(BYDDF) reported 37,026 registrations, up 18%.<b>Li Auto</b>(LI),<b>Nio</b>(NIO) and<b>XPeng</b>(XPEV) showed modest week-to-week gains.</p><h2>Alibaba Beats, But Price War Hits Sector</h2><p><b>Alibaba</b>(BABA) beat estimates on the top and bottom lines, as the China e-commerce giant fought through softer demand and supply chain woes. Search-and-AI giant <b>Baidu</b>(BIDU) also beat earnings and revenue estimates and announced a $5 billion buyback plan.<b>NetEase</b>(NTES) fell short on earnings and matched revenue estimates. The worst of the tech crackdowns may be over, but burgeoning price wars may hurt profits. <b>JD.com</b>(JD) said it will spend $1.5 billion to create a budget-conscious e-commerce website that will challenge Pinduoduo, the core business of <b>PDD Holdings</b>(PDD).</p><h2>BHP, Rio Profits Fall With Metals Prices</h2><p><b>BHP</b>(BHP) reported a 32% drop in first-half net profit due to weaker prices for iron ore, copper and other base metals. Rio Tinto reported weaker-than-expected Q4 profit for similar reasons, though revenue topped. Base metal miner stocks rallied strongly in late 2022 and in January as China reopening hopes boosted iron and copper prices from recent lows, but copper has slumped again. Miners&#39; shares have paused in recent weeks. BHP and Rio stock fell in the latest week.</p><h2>Energy Earnings Mixed</h2><p>Shale producers <b>Diamondback Energy</b>(FANG),<b>Northern Oil &amp; Gas</b>(NOG),<b>EOG Resources</b>(EOG) and<b>Callon Petroleum</b>(CPE) reported mixed Q4 results while<b>Matador Resources</b>(MTDR) beat projections and gave bullish 2023 production guidance. Offshore contract driller<b>Transocean</b>(RIG) reported a wider-than-expected loss while offshore services firm<b>Helix Energy</b>(HLX) beat analyst Q4 predictions, ending a seven-quarter string of quarterly losses.</p><h2>Industrial Equipment Firms Split</h2><p><b>Nordson</b>(NDSN) reported Q1 EPS fell 6%, slightly more than expected, while sales were just flat. NDSN stock plunged.<b>Ingersoll Rand</b>(IR) reported a surprise 6% EPS gain with revenue up 14% to $1.62 billion. IR stock is around a buy point.</p><h2>News In Brief</h2><p><b>Palo Alto Networks</b>(PANW) reported fiscal Q2 EPS rose 81% year over year, easily beating. Including acquisitions, revenue rose 26% to $1.7 billion, slightly topping. Annual recurring revenue from next-generation cloud products surged 63% to $2.33 billion, topping estimates of $2.25 billion. Palo Alto guided higher on Q3 EPS but slightly lower on revenue.</p><p><b>TJX Cos.</b>(TJX), a leading off-price retailer, gave a soft earnings outlook for the new fiscal year, after posting in-line earnings and a slight revenue beat for the holiday fourth quarter. TJX became the latest retailer to signal a consumer slowdown amid inflation. Q4 EPS rose 14% while revenue grew 5%. The operator of T.J. Maxx and Marshalls brands stores plans a 13% dividend hike and up to $2.5 billion in share buybacks.</p><p><b>Stellantis</b>(STLA) posted record full-year results. Net profit grew 26% to 16.8 billion euros ($17.9 billion). Net revenues rose 18% to 179.6 billion euros. Global EV sales jumped 41% for the year. Shares of Stellantis, parent of Chrysler, Fiat, Peugeot and more, jumped.</p><p><b>Moderna</b>(MRNA) tumbled Thursday after a 68% EPS decline came in well short of Q4 views. Sales fell 29.5% to $5.08 billion, but came in ahead of projections. Moderna also issued a light outlook for 2023. The mRNA vaccine maker gained a breakthrough designation for its Merck-partnered cancer vaccine.</p><p><b>Wingstop</b>(WING) easily beat Q4 expectations, with EPS soaring 155% and revenue jumping 46% to $104.9 million, marking three quarters of accelerating growth for both. Shares initially jumped but slashed gains.</p><p><b>Emcor</b>(EME) reported EPS grew 39%, the third straight quarter of accelerating growth. The electrical construction and mechanical services firm gapped up out of a base.</p><p><b>Intuit</b>(INTU) crushed fiscal second-quarter views, thanks to strong sales of financial software for small businesses. EPS jumped 42% as revenue grew 14% to $3.04 billion. But it only reiterated in-line full-year guidance.</p><p><b>Autodesk</b>(ADSK) reported a 24% EPS gain with Q4 sales up 9%, but the design software maker disappointed with its earnings outlook for the current quarter and full year ahead.</p><p><b>Booking Holdings</b>(BKNG) reported quarterly earnings that soared 56% a share, easily beating. Revenue jumped 36% to $4.05 billion, slightly beating.</p><p><b>NetApp</b>(NTAP) earnings per share fell 5%, beating views, while the 5% revenue decline missed. Shares of the data storage and networking gear maker fell sharply.</p></body></html>","source":"lsy1610612141385","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Weekly Review: Stock Market Sells Off As Hot Inflation Revives Fed Fears; Nvidia, Walmart, Home Depot Earnings In Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Weekly Review: Stock Market Sells Off As Hot Inflation Revives Fed Fears; Nvidia, Walmart, Home Depot Earnings In Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-25 08:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/stock-market-sells-off-as-inflation-revives-fed-fears-nvidia-walmart-home-depot-earnings/><strong>Investor's Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market rally came under pressure as the pullback shifted from healthy to concerning. The S&P 500 broke below its 50-day line and tested its 200-day line. The Dow Jones tumbled below its 50-...</p>\n\n<a href=\"https://www.investors.com/news/stock-market-sells-off-as-inflation-revives-fed-fears-nvidia-walmart-home-depot-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","NVDA":"英伟达","HD":"家得宝"},"source_url":"https://www.investors.com/news/stock-market-sells-off-as-inflation-revives-fed-fears-nvidia-walmart-home-depot-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154515298","content_text":"The stock market rally came under pressure as the pullback shifted from healthy to concerning. The S&P 500 broke below its 50-day line and tested its 200-day line. The Dow Jones tumbled below its 50-day to 2023 lows. The Nasdaq skidded through its 200-day. The market uptrend is under increasing pressure. The market is pricing in more or faster Fed rate hikes, following a hot inflation report Friday.Nvidia(NVDA) soared on earnings, lifting chip stocks. But Dow Jones retailers Walmart(WMT) and Home Depot(HD) guided low.Stock Market Rally Under PressureThe stock market saw further losses, with the major indexes breaking below key moving averages on fears that the Fed will have to be even more aggressive. Nvidia(NVDA) was among several big earnings winners, but overall leading stocks faltered with the market. The uptrend is under pressure. Treasury yields jumped to their highest levels in months, with the 10-year rate nearly up to 4%.Economic Data Too HotThe last batch of economic reports for January packed a wallop — and it wasn't just the inflation data. Personal spending surged 1.8%. Adjusted for inflation, spending rose the most since March 2021. Even new home sales took off, unexpectedly jumping 7% to a 670,000 annual rate. Yet those bursts of activity were fueled by temporary factors: unusually warm weather, an 8.7% Social Security cost-of-living boost and moderating mortgage rates that have already reversed higher.But the sharpest monthly price increases since last June could leave a lasting imprint on Fed policy. The PCE price index and core PCE, stripping out food and energy, both rose 0.6% on the month. Even worse, that came on top of upward revisions to December price increases. As a result, the steadily declining annual inflation rates unexpectedly reversed higher. The PCE inflation rate ticked up to 5.4%, while core PCE inflation edged up to 4.7%.The hot inflation data also extended to core nonhousing services, with a monthly 0.6% rise, the fastest since November 2021. This is the category of spending that Fed chair Jerome Powell sees as most important to the inflation outlook.After the latest batch of data, markets are now pricing in roughly one-third odds that the Fed will hike its key rate by a half-point on March 22.Nvidia Touts AI BusinessThe graphics-chip maker beat Wall Street's estimates for its fiscal fourth quarter and guided higher for the current period. ButNvidia(NVDA) revenue and earnings fell 21% and 33%, respectively, in the quarter ended Jan. 29, as gaming chip sales remained weak. But investors focused on CEO Jensen Huang's comments that artificial intelligence technology is at an inflection point. Netflix also promoted new cloud-based AI services. NVDA stock rocketed after the report.Walmart, Home Depot Guide LowThe big-box Dow Jones retailers both offered cautious outlooks for the year ahead. Walmart(WMT) easily beat Q4 EPS views with revenue also topping. Home Depot(HD) topped profit targets but revenue fell just short. The home improvement giant said it'll spend an extra $1 billion to boost pay for front-line workers. WMT stock rose Tuesday on earnings, but fell for the week. Home Depot fell sharply, weighing on Lowe's(LOW) and several other housing-related retailers. However, Floor & Decor(FND) reported a 45% EPS gain, beating views, while the flooring retailer's 15% revenue gain just missed. FND jumped Friday.Toll Brothers Tops, Remains UpbeatThe luxury homebuilder reported fiscal Q1 EPS climbed 37% while revenue fell less than 1% to $1.78 billion. Toll Brothers(TOL) delivered 1,826 units, near the high end of its guidance. It expects to deliver 2,050-2,150 units in Q2 with an average home price of $980,000-$1,000,000. For the full year, Toll predicts 8,000-9,000 units delivered with selling prices of $965,000-$985,000. Meanwhile, overall new- and existing-home sales have trended sharply lower amid higher mortgage rates.Tesla China Registrations Fall AgainTesla(TSLA) insurance registrations in China fell to 5,913 in the week ended Feb. 19, vs. 6,963 in the prior week and 8,643 before that. That could reflect waning demand after an initial burst on price cuts. However, exports could be limiting Tesla EVs for local delivery. The next few weeks should clarify. Meanwhile,BYD(BYDDF) reported 37,026 registrations, up 18%.Li Auto(LI),Nio(NIO) andXPeng(XPEV) showed modest week-to-week gains.Alibaba Beats, But Price War Hits SectorAlibaba(BABA) beat estimates on the top and bottom lines, as the China e-commerce giant fought through softer demand and supply chain woes. Search-and-AI giant Baidu(BIDU) also beat earnings and revenue estimates and announced a $5 billion buyback plan.NetEase(NTES) fell short on earnings and matched revenue estimates. The worst of the tech crackdowns may be over, but burgeoning price wars may hurt profits. JD.com(JD) said it will spend $1.5 billion to create a budget-conscious e-commerce website that will challenge Pinduoduo, the core business of PDD Holdings(PDD).BHP, Rio Profits Fall With Metals PricesBHP(BHP) reported a 32% drop in first-half net profit due to weaker prices for iron ore, copper and other base metals. Rio Tinto reported weaker-than-expected Q4 profit for similar reasons, though revenue topped. Base metal miner stocks rallied strongly in late 2022 and in January as China reopening hopes boosted iron and copper prices from recent lows, but copper has slumped again. Miners' shares have paused in recent weeks. BHP and Rio stock fell in the latest week.Energy Earnings MixedShale producers Diamondback Energy(FANG),Northern Oil & Gas(NOG),EOG Resources(EOG) andCallon Petroleum(CPE) reported mixed Q4 results whileMatador Resources(MTDR) beat projections and gave bullish 2023 production guidance. Offshore contract drillerTransocean(RIG) reported a wider-than-expected loss while offshore services firmHelix Energy(HLX) beat analyst Q4 predictions, ending a seven-quarter string of quarterly losses.Industrial Equipment Firms SplitNordson(NDSN) reported Q1 EPS fell 6%, slightly more than expected, while sales were just flat. NDSN stock plunged.Ingersoll Rand(IR) reported a surprise 6% EPS gain with revenue up 14% to $1.62 billion. IR stock is around a buy point.News In BriefPalo Alto Networks(PANW) reported fiscal Q2 EPS rose 81% year over year, easily beating. Including acquisitions, revenue rose 26% to $1.7 billion, slightly topping. Annual recurring revenue from next-generation cloud products surged 63% to $2.33 billion, topping estimates of $2.25 billion. Palo Alto guided higher on Q3 EPS but slightly lower on revenue.TJX Cos.(TJX), a leading off-price retailer, gave a soft earnings outlook for the new fiscal year, after posting in-line earnings and a slight revenue beat for the holiday fourth quarter. TJX became the latest retailer to signal a consumer slowdown amid inflation. Q4 EPS rose 14% while revenue grew 5%. The operator of T.J. Maxx and Marshalls brands stores plans a 13% dividend hike and up to $2.5 billion in share buybacks.Stellantis(STLA) posted record full-year results. Net profit grew 26% to 16.8 billion euros ($17.9 billion). Net revenues rose 18% to 179.6 billion euros. Global EV sales jumped 41% for the year. Shares of Stellantis, parent of Chrysler, Fiat, Peugeot and more, jumped.Moderna(MRNA) tumbled Thursday after a 68% EPS decline came in well short of Q4 views. Sales fell 29.5% to $5.08 billion, but came in ahead of projections. Moderna also issued a light outlook for 2023. The mRNA vaccine maker gained a breakthrough designation for its Merck-partnered cancer vaccine.Wingstop(WING) easily beat Q4 expectations, with EPS soaring 155% and revenue jumping 46% to $104.9 million, marking three quarters of accelerating growth for both. Shares initially jumped but slashed gains.Emcor(EME) reported EPS grew 39%, the third straight quarter of accelerating growth. The electrical construction and mechanical services firm gapped up out of a base.Intuit(INTU) crushed fiscal second-quarter views, thanks to strong sales of financial software for small businesses. EPS jumped 42% as revenue grew 14% to $3.04 billion. But it only reiterated in-line full-year guidance.Autodesk(ADSK) reported a 24% EPS gain with Q4 sales up 9%, but the design software maker disappointed with its earnings outlook for the current quarter and full year ahead.Booking Holdings(BKNG) reported quarterly earnings that soared 56% a share, easily beating. Revenue jumped 36% to $4.05 billion, slightly beating.NetApp(NTAP) earnings per share fell 5%, beating views, while the 5% revenue decline missed. Shares of the data storage and networking gear maker fell sharply.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954549357,"gmtCreate":1676502954480,"gmtModify":1676502963718,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"[Claw]&nbsp;","listText":"[Claw]&nbsp;","text":"[Claw]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954549357","repostId":"2311434485","repostType":4,"repost":{"id":"2311434485","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":1676494834,"share":"https://ttm.financial/m/news/2311434485?lang=&edition=fundamental","pubTime":"2023-02-16 05:00","market":"us","language":"en","title":"US STOCKS-S&P 500 Ends Higher After Strong Retail Sales Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2311434485","media":"Reuters","summary":"(Reuters) - The S&P 500 ended higher on Wednesday after stronger-than-expected retail sales data off","content":"<html><head></head><body><p>(Reuters) - The S&amp;P 500 ended higher on Wednesday after stronger-than-expected retail sales data offered evidence of resilience in the U.S. economy, but gains were capped as investors worried about more interest rate hikes by Federal Reserve in the months ahead.</p><p>A Commerce Department report showed retail sales surged 3% in January as purchases of motor vehicles and other goods pushed the number well past the 1.8% estimate from economists polled by Reuters.</p><p>On Tuesday, data showed U.S. consumer prices accelerated in January, boosting expectations that the Fed will raise the policy rate at least twice more this year to the 5-5.25% range.</p><p>&#34;The good news from retail, and broadly from the stronger economy, has been mostly priced in,&#34; said Ross Mayfield, an investment strategist at Baird in Louisville, Kentucky. &#34;At the same time, that strength has taken market expectations of rate cuts off the table and moved the terminal Fed funds rate a little bit higher.&#34;</p><p>Fueled by a rebound in growth stocks that were hammered in last year&#39;s stock market downturn, the S&amp;P 500 (.SPX) has climbed 8% so far in 2023, while the Nasdaq (.IXIC) has recovered 15%. A better-than-expected quarterly earnings season has provided cautious optimism.</p><p>More than half of all S&amp;P 500 companies have reported quarterly earnings, and nearly 70% of those have topped profit expectations, according to I/B/E/S data from Refinitiv. That compares to a long-term average of 66%.</p><p>Apple (AAPL.O), Alphabet (GOOGL.O), Amazon (AMZN.O) and Tesla (TSLA.O) rose between 1.4% and 2.4%, driving gains in the S&amp;P 500 and Nasdaq.</p><p>The S&amp;P 500 climbed 0.28% to end the session at 4,147.61 points.</p><p>The Nasdaq gained 0.92% to 12,070.59 points, while Dow Jones Industrial Average rose 0.11% to 34,128.05 points.</p><p>Nine of the 11 S&amp;P 500 sector indexes rose, led by a 1.2% gain in consumer discretionary .</p><p><a href=\"https://laohu8.com/S/RBLX\">Roblox</a> soared 26% after the gaming platform popular with kids topped quarterly bookings estimates.</p><p>U.S.-listed shares of <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co</a> (TSMC) fell 5.3% after Warren Buffett&#39;s Berkshire Hathaway Inc slashed its stake in the chipmaker.</p><p>Shares of <a href=\"https://laohu8.com/S/ABNB\">Airbnb Inc</a> rose over 13% after the company posted forecast-beating results due to strong travel demand.</p><p><a href=\"https://laohu8.com/S/DVN\">Devon Energy </a> slumped about 10% after the shale oil producer missed expectations for quarterly profit due to a hit to production from severe cold weather in the United States and higher expenses.</p><p>After the bell, <a href=\"https://laohu8.com/S/ROKU\">Roku </a> surged 14% following a revenue forecast that beat analysts&#39; expectations.</p><p>Across the U.S. stock market, advancing stocks outnumbered falling ones by a 1.4-to-one ratio.</p><p>The S&amp;P 500 posted 19 new highs and no new lows; the Nasdaq recorded 84 new highs and 55 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.5 billion shares traded, compared to an average of 11.8 billion shares over the previous 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P 500 Ends Higher After Strong Retail Sales Data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P 500 Ends Higher After Strong Retail Sales Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-02-16 05:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The S&amp;P 500 ended higher on Wednesday after stronger-than-expected retail sales data offered evidence of resilience in the U.S. economy, but gains were capped as investors worried about more interest rate hikes by Federal Reserve in the months ahead.</p><p>A Commerce Department report showed retail sales surged 3% in January as purchases of motor vehicles and other goods pushed the number well past the 1.8% estimate from economists polled by Reuters.</p><p>On Tuesday, data showed U.S. consumer prices accelerated in January, boosting expectations that the Fed will raise the policy rate at least twice more this year to the 5-5.25% range.</p><p>&#34;The good news from retail, and broadly from the stronger economy, has been mostly priced in,&#34; said Ross Mayfield, an investment strategist at Baird in Louisville, Kentucky. &#34;At the same time, that strength has taken market expectations of rate cuts off the table and moved the terminal Fed funds rate a little bit higher.&#34;</p><p>Fueled by a rebound in growth stocks that were hammered in last year&#39;s stock market downturn, the S&amp;P 500 (.SPX) has climbed 8% so far in 2023, while the Nasdaq (.IXIC) has recovered 15%. A better-than-expected quarterly earnings season has provided cautious optimism.</p><p>More than half of all S&amp;P 500 companies have reported quarterly earnings, and nearly 70% of those have topped profit expectations, according to I/B/E/S data from Refinitiv. That compares to a long-term average of 66%.</p><p>Apple (AAPL.O), Alphabet (GOOGL.O), Amazon (AMZN.O) and Tesla (TSLA.O) rose between 1.4% and 2.4%, driving gains in the S&amp;P 500 and Nasdaq.</p><p>The S&amp;P 500 climbed 0.28% to end the session at 4,147.61 points.</p><p>The Nasdaq gained 0.92% to 12,070.59 points, while Dow Jones Industrial Average rose 0.11% to 34,128.05 points.</p><p>Nine of the 11 S&amp;P 500 sector indexes rose, led by a 1.2% gain in consumer discretionary .</p><p><a href=\"https://laohu8.com/S/RBLX\">Roblox</a> soared 26% after the gaming platform popular with kids topped quarterly bookings estimates.</p><p>U.S.-listed shares of <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co</a> (TSMC) fell 5.3% after Warren Buffett&#39;s Berkshire Hathaway Inc slashed its stake in the chipmaker.</p><p>Shares of <a href=\"https://laohu8.com/S/ABNB\">Airbnb Inc</a> rose over 13% after the company posted forecast-beating results due to strong travel demand.</p><p><a href=\"https://laohu8.com/S/DVN\">Devon Energy </a> slumped about 10% after the shale oil producer missed expectations for quarterly profit due to a hit to production from severe cold weather in the United States and higher expenses.</p><p>After the bell, <a href=\"https://laohu8.com/S/ROKU\">Roku </a> surged 14% following a revenue forecast that beat analysts&#39; expectations.</p><p>Across the U.S. stock market, advancing stocks outnumbered falling ones by a 1.4-to-one ratio.</p><p>The S&amp;P 500 posted 19 new highs and no new lows; the Nasdaq recorded 84 new highs and 55 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.5 billion shares traded, compared to an average of 11.8 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2311434485","content_text":"(Reuters) - The S&P 500 ended higher on Wednesday after stronger-than-expected retail sales data offered evidence of resilience in the U.S. economy, but gains were capped as investors worried about more interest rate hikes by Federal Reserve in the months ahead.A Commerce Department report showed retail sales surged 3% in January as purchases of motor vehicles and other goods pushed the number well past the 1.8% estimate from economists polled by Reuters.On Tuesday, data showed U.S. consumer prices accelerated in January, boosting expectations that the Fed will raise the policy rate at least twice more this year to the 5-5.25% range.\"The good news from retail, and broadly from the stronger economy, has been mostly priced in,\" said Ross Mayfield, an investment strategist at Baird in Louisville, Kentucky. \"At the same time, that strength has taken market expectations of rate cuts off the table and moved the terminal Fed funds rate a little bit higher.\"Fueled by a rebound in growth stocks that were hammered in last year's stock market downturn, the S&P 500 (.SPX) has climbed 8% so far in 2023, while the Nasdaq (.IXIC) has recovered 15%. A better-than-expected quarterly earnings season has provided cautious optimism.More than half of all S&P 500 companies have reported quarterly earnings, and nearly 70% of those have topped profit expectations, according to I/B/E/S data from Refinitiv. That compares to a long-term average of 66%.Apple (AAPL.O), Alphabet (GOOGL.O), Amazon (AMZN.O) and Tesla (TSLA.O) rose between 1.4% and 2.4%, driving gains in the S&P 500 and Nasdaq.The S&P 500 climbed 0.28% to end the session at 4,147.61 points.The Nasdaq gained 0.92% to 12,070.59 points, while Dow Jones Industrial Average rose 0.11% to 34,128.05 points.Nine of the 11 S&P 500 sector indexes rose, led by a 1.2% gain in consumer discretionary .Roblox soared 26% after the gaming platform popular with kids topped quarterly bookings estimates.U.S.-listed shares of Taiwan Semiconductor Manufacturing Co (TSMC) fell 5.3% after Warren Buffett's Berkshire Hathaway Inc slashed its stake in the chipmaker.Shares of Airbnb Inc rose over 13% after the company posted forecast-beating results due to strong travel demand.Devon Energy  slumped about 10% after the shale oil producer missed expectations for quarterly profit due to a hit to production from severe cold weather in the United States and higher expenses.After the bell, Roku  surged 14% following a revenue forecast that beat analysts' expectations.Across the U.S. stock market, advancing stocks outnumbered falling ones by a 1.4-to-one ratio.The S&P 500 posted 19 new highs and no new lows; the Nasdaq recorded 84 new highs and 55 new lows.Volume on U.S. exchanges was relatively light, with 10.5 billion shares traded, compared to an average of 11.8 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952205351,"gmtCreate":1674720292873,"gmtModify":1676538955204,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952205351","repostId":"2306089051","repostType":4,"repost":{"id":"2306089051","pubTimestamp":1674746877,"share":"https://ttm.financial/m/news/2306089051?lang=&edition=fundamental","pubTime":"2023-01-26 23:27","market":"us","language":"en","title":"Investing $100,000 in These Stocks in 2023 Could Get You $1 Million by 2033","url":"https://stock-news.laohu8.com/highlight/detail?id=2306089051","media":"Motley Fool","summary":"10x returns in a decade are no small feat, but these two stocks have the potential.","content":"<html><head></head><body><p>10x returns in a decade are no small feat, but these two stocks have the potential.</p><p>Obviously, if we knew with certainty which stocks are going to deliver 10-bagger returns over the next decade, investing would be easy and we&#39;d all get rich. Unfortunately, there&#39;s no way to know for sure, and it&#39;s important for investors to understand that no stock capable of such extraordinary returns is without a significant amount of risk.</p><p>Having said all that, a 10x return in a decade translates to an annualized return of about 26%. This is certainly in the realm of possibilities for many high-potential companies, especially after the recent market declines, and here are two in particular that could grow to 10 times their current market cap if things go well in their businesses.</p><p><b>E-commerce disruption has a long way to go</b></p><p>E-commerce platform <b>Shopify</b> trades for about 75% below its late-2021 peak, thanks to a combination of slowing e-commerce activity, recession fears, and valuation pressures on growth stocks in general.</p><p>However, there could be brighter days ahead. E-commerce still makes up only about 15% of all U.S. retail sales, and as Shopify&#39;s ecosystem continues to grow, it becomes more attractive to businesses (especially larger enterprises) that sell online. The company estimates its total addressable market opportunity to be about $160 billion, about 30 times its current revenue.</p><p>Speaking of revenue, it continues to grow in the difficult environment. Through the first three quarters of 2022, Shopify&#39;s revenue was 20% higher than in the same period in 2021, and the company is prioritizing growth initiatives with a &#34;much shorter-term payback period,&#34; according to its president. To be sure, Shopify&#39;s growth could be mild for as long as inflation persists, but this is a business with a lot of room to grow as e-commerce continues to evolve. While a 10-bagger performance would mean a market cap of about $500 billion, it&#39;s certainly in the realm of possibilities as Shopify evolves over the next decade.</p><p><b>Real estate disruption isn&#39;t dead -- far from it</b></p><p>Even after a recent rebound, <b>Redfin</b> is down by well over 90% from its highs, and it&#39;s not hard to see why. The real estate market has slowed down dramatically over the past year, Redfin&#39;s business has been losing money at an alarming pace, and due to some ill-timed acquisitions, Redfin&#39;s debt has ballooned to nearly three times the company&#39;s market cap.</p><p>However, the company is making the right moves in a tough situation, such as large rounds of layoffs, shutting down the money-losing RedfinNow iBuying business, and focusing on its core business. CEO Glenn Kelman believes the company can be profitable as soon as next year.</p><p>After all, there&#39;s still a lot of room for disruption in real estate. Most brokers still use the antiquated 6% selling commission model, and Redfin is the only major player that wants to compete on pricing. If the real estate market normalizes and the company builds its market share in its brokerage, mortgage, and other service businesses, it could produce 10-bagger returns by 2033 (and still be below its all-time highs).</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>Investing $100,000 in These Stocks in 2023 Could Get You $1 Million by 2033</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\">\nInvesting $100,000 in These Stocks in 2023 Could Get You $1 Million by 2033\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-26 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/25/investing-100000-in-these-stocks-in-2023-could-get/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10x returns in a decade are no small feat, but these two stocks have the potential.Obviously, if we knew with certainty which stocks are going to deliver 10-bagger returns over the next decade, ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/25/investing-100000-in-these-stocks-in-2023-could-get/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RDFN":"Redfin Corp","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2023/01/25/investing-100000-in-these-stocks-in-2023-could-get/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306089051","content_text":"10x returns in a decade are no small feat, but these two stocks have the potential.Obviously, if we knew with certainty which stocks are going to deliver 10-bagger returns over the next decade, investing would be easy and we'd all get rich. Unfortunately, there's no way to know for sure, and it's important for investors to understand that no stock capable of such extraordinary returns is without a significant amount of risk.Having said all that, a 10x return in a decade translates to an annualized return of about 26%. This is certainly in the realm of possibilities for many high-potential companies, especially after the recent market declines, and here are two in particular that could grow to 10 times their current market cap if things go well in their businesses.E-commerce disruption has a long way to goE-commerce platform Shopify trades for about 75% below its late-2021 peak, thanks to a combination of slowing e-commerce activity, recession fears, and valuation pressures on growth stocks in general.However, there could be brighter days ahead. E-commerce still makes up only about 15% of all U.S. retail sales, and as Shopify's ecosystem continues to grow, it becomes more attractive to businesses (especially larger enterprises) that sell online. The company estimates its total addressable market opportunity to be about $160 billion, about 30 times its current revenue.Speaking of revenue, it continues to grow in the difficult environment. Through the first three quarters of 2022, Shopify's revenue was 20% higher than in the same period in 2021, and the company is prioritizing growth initiatives with a \"much shorter-term payback period,\" according to its president. To be sure, Shopify's growth could be mild for as long as inflation persists, but this is a business with a lot of room to grow as e-commerce continues to evolve. While a 10-bagger performance would mean a market cap of about $500 billion, it's certainly in the realm of possibilities as Shopify evolves over the next decade.Real estate disruption isn't dead -- far from itEven after a recent rebound, Redfin is down by well over 90% from its highs, and it's not hard to see why. The real estate market has slowed down dramatically over the past year, Redfin's business has been losing money at an alarming pace, and due to some ill-timed acquisitions, Redfin's debt has ballooned to nearly three times the company's market cap.However, the company is making the right moves in a tough situation, such as large rounds of layoffs, shutting down the money-losing RedfinNow iBuying business, and focusing on its core business. CEO Glenn Kelman believes the company can be profitable as soon as next year.After all, there's still a lot of room for disruption in real estate. Most brokers still use the antiquated 6% selling commission model, and Redfin is the only major player that wants to compete on pricing. If the real estate market normalizes and the company builds its market share in its brokerage, mortgage, and other service businesses, it could produce 10-bagger returns by 2033 (and still be below its all-time highs).","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953328137,"gmtCreate":1673164512230,"gmtModify":1676538794182,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9953328137","repostId":"2301475181","repostType":4,"repost":{"id":"2301475181","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673140820,"share":"https://ttm.financial/m/news/2301475181?lang=&edition=fundamental","pubTime":"2023-01-08 09:20","market":"us","language":"en","title":"Earnings Season Will Test the Market’s Great Start","url":"https://stock-news.laohu8.com/highlight/detail?id=2301475181","media":"Dow Jones","summary":"Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor marke","content":"<html><head></head><body><p>Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.</p><p>It was the kind of release that makes an oft-wished-for soft landing seem almost possible.</p><p>If job growth can continue without fueling a wage-price spiral, then perhaps it won&#39;t take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.</p><p>So goes the bullish thinking.</p><p>That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&amp;P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.</p><p>If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It&#39;s another sign that investors expect the Fed to change its tune. They hope Friday&#39;s jobs report sent the Fed a message -- its job is almost done.</p><p><img src=\"https://static.tigerbbs.com/d8d660bff719b54ee732ddb0da0da2f9\" tg-width=\"955\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>One data point, however, won&#39;t be enough to change the Fed&#39;s mind. The market will be looking to December&#39;s consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed&#39;s next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.</p><p>But it&#39;s not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&amp;P 500 will report over the following month and a half.</p><p>Few are expecting a good fourth quarter. In aggregate, S&amp;P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.</p><p>Analysts&#39; current estimate would bring 2022 S&amp;P 500 EPS to $219.80, which would be up 5.6% for the year. It&#39;s likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.</p><p>The earnings slump won&#39;t hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.</p><p>On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&amp;P 500&#39;s EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.</p><p>But those beats might not matter if companies can&#39;t provide at least a decent outlook for 2023.</p><p>The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&amp;P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron&#39;s in December calls for a 2.7% decline in S&amp;P 500 profits in 2023 to an average of $214 per share.</p><p>The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That&#39;s largely in line with the Fed&#39;s view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.</p><p>Needless to say, that&#39;s not a winning combination for stocks -- no matter what the jobs report said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Season Will Test the Market’s Great Start</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\">\nEarnings Season Will Test the Market’s Great Start\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-08 09:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.</p><p>It was the kind of release that makes an oft-wished-for soft landing seem almost possible.</p><p>If job growth can continue without fueling a wage-price spiral, then perhaps it won&#39;t take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.</p><p>So goes the bullish thinking.</p><p>That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&amp;P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.</p><p>If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It&#39;s another sign that investors expect the Fed to change its tune. They hope Friday&#39;s jobs report sent the Fed a message -- its job is almost done.</p><p><img src=\"https://static.tigerbbs.com/d8d660bff719b54ee732ddb0da0da2f9\" tg-width=\"955\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>One data point, however, won&#39;t be enough to change the Fed&#39;s mind. The market will be looking to December&#39;s consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed&#39;s next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.</p><p>But it&#39;s not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&amp;P 500 will report over the following month and a half.</p><p>Few are expecting a good fourth quarter. In aggregate, S&amp;P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.</p><p>Analysts&#39; current estimate would bring 2022 S&amp;P 500 EPS to $219.80, which would be up 5.6% for the year. It&#39;s likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.</p><p>The earnings slump won&#39;t hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.</p><p>On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&amp;P 500&#39;s EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.</p><p>But those beats might not matter if companies can&#39;t provide at least a decent outlook for 2023.</p><p>The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&amp;P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron&#39;s in December calls for a 2.7% decline in S&amp;P 500 profits in 2023 to an average of $214 per share.</p><p>The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That&#39;s largely in line with the Fed&#39;s view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.</p><p>Needless to say, that&#39;s not a winning combination for stocks -- no matter what the jobs report said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","DAL":"达美航空","UNH":"联合健康",".IXIC":"NASDAQ Composite","BAC":"美国银行",".DJI":"道琼斯","JPM":"摩根大通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301475181","content_text":"Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.It was the kind of release that makes an oft-wished-for soft landing seem almost possible.If job growth can continue without fueling a wage-price spiral, then perhaps it won't take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.So goes the bullish thinking.That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It's another sign that investors expect the Fed to change its tune. They hope Friday's jobs report sent the Fed a message -- its job is almost done.One data point, however, won't be enough to change the Fed's mind. The market will be looking to December's consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed's next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.But it's not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&P 500 will report over the following month and a half.Few are expecting a good fourth quarter. In aggregate, S&P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.Analysts' current estimate would bring 2022 S&P 500 EPS to $219.80, which would be up 5.6% for the year. It's likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.The earnings slump won't hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&P 500's EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.But those beats might not matter if companies can't provide at least a decent outlook for 2023.The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron's in December calls for a 2.7% decline in S&P 500 profits in 2023 to an average of $214 per share.The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That's largely in line with the Fed's view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.Needless to say, that's not a winning combination for stocks -- no matter what the jobs report said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957702728,"gmtCreate":1677539645664,"gmtModify":1677539649455,"author":{"id":"4106387998711340","authorId":"4106387998711340","name":"JQC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106387998711340","authorIdStr":"4106387998711340"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957702728","repostId":"2314751599","repostType":4,"repost":{"id":"2314751599","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":1677538434,"share":"https://ttm.financial/m/news/2314751599?lang=&edition=fundamental","pubTime":"2023-02-28 06:53","market":"us","language":"en","title":"U.S. Stocks Close Slightly up After Prior Week's Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=2314751599","media":"Reuters","summary":"U.S. Treasury yields slip after rally$Seagen(SGEN)$ surges on Pfizer-buyout reportUnion Pacific jumps as CEO to step downDow up 0.22%, S&P 500 up 0.31%, Nasdaq up 0.63%NEW YORK, Feb 27 (Reuters) - U.S","content":"<html><head></head><body><ul><li>U.S. Treasury yields slip after rally</li><li><a href=\"https://laohu8.com/S/SGEN\">Seagen</a> surges on Pfizer-buyout report</li><li>Union Pacific jumps as CEO to step down</li><li>Dow up 0.22%, S&amp;P 500 up 0.31%, Nasdaq up 0.63%</li></ul><p><img src=\"https://static.tigerbbs.com/4f17d2943e23a7a76f93b445936ba66b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Feb 27 (Reuters) - U.S. stocks eked out a slight gain on Monday as investors engaged in some bargain hunting after last week&#39;s losses, the biggest percentage declines of 2023 for Wall Street&#39;s main benchmarks, as jitters persisted about coming interest rate hikes to tame stubbornly high inflation.</p><p>All three main stock indexes climbed more than 1% shortly after the opening bell, in part due to an easing in Treasury yields, and all three closed well off their session highs.</p><p>Stocks steadily gave up gains throughout the session as U.S. Treasury yields moved off the day&#39;s lows.</p><p>&#34;On the heels of the worst week of the year, first three-week losing streak for the S&amp;P since December, a little green is a welcome change but again the reality is market participants are trying to square the circle with exactly how long the Fed will leave rates high, and is a 50 basis point hike really on the table at the next meeting,&#34; said Ryan Detrick, chief market strategist at Carson Group in Omaha, Nebraska.</p><p>&#34;It’s led to a good deal of uncertainty, and we have seen that when there is uncertainty there can be selling and volatility.&#34;</p><p>The Dow Jones Industrial Average    rose 72.17 points, or 0.22%, to 32,889.09, the S&amp;P 500    gained 12.2 points, or 0.31%, to 3,982.24 and the Nasdaq Composite    added 72.04 points, or 0.63%, to 11,466.98.</p><p>Last week, the Dow Industrials fell by the biggest weekly percentage since September, and the S&amp;P 500 and Nasdaq each had their biggest weekly percentage fall since December as economic data and comments from U.S. Federal Reserve officials heightened expectations the central bank will become more aggressive in raising interest rates.</p><p>Economists at UK-based banks Barclays and NatWest believe the Fed could ramp up the pace of its interest-rate rises in March with a half-point hike. <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a> said it no longer sees a cut by the Fed this year and expects a slower pace of 25 basis points when the central bank does begin lowering rates.</p><p>Fed funds futures show traders are pricing in a third 25 bps hikes this year and see rates peaking at 5.4% by September.</p><p>Fed Governor Philip Jefferson said he had &#34;no illusion&#34; inflation would quickly fall back to target and was committed to keeping restrictive monetary policy in place for as long as needed.</p><p>Data showed new orders for key U.S.-made capital goods increased more than expected in January while shipments of core goods rebounded, suggesting that business spending on equipment picked up.</p><p>Easing yields helped growth stocks    rebound 0.63% while Tesla    jumped 5.46% after the electric automaker said its plant in Brandenburg near Berlin was producing 4,000 cars a week, three weeks ahead of schedule according to a recent production plan reviewed by Reuters.</p><p>Seagen Inc    surged 10.40% after the Wall Street Journal reported that Pfizer    was in early talks to acquire the biotech firm. Pfizer&#39;s shares dipped 2.32%.</p><p>U.S. railroad operator Union Pacific    climbed 10.09% as Chief Executive Lance Fritz said he would step down. Hedge fund Soroban Capital Partners had called for his ouster.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.69-to-1 ratio; on Nasdaq, a 1.41-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 4 new 52-week highs and 8 new lows; the Nasdaq Composite recorded 71 new highs and 102 new lows.</p><p>Volume on U.S. exchanges was 9.89 billion shares, compared with the 10.72 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Close Slightly up After Prior Week's Selloff</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Close Slightly up After Prior Week's Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-02-28 06:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. Treasury yields slip after rally</li><li><a href=\"https://laohu8.com/S/SGEN\">Seagen</a> surges on Pfizer-buyout report</li><li>Union Pacific jumps as CEO to step down</li><li>Dow up 0.22%, S&amp;P 500 up 0.31%, Nasdaq up 0.63%</li></ul><p><img src=\"https://static.tigerbbs.com/4f17d2943e23a7a76f93b445936ba66b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Feb 27 (Reuters) - U.S. stocks eked out a slight gain on Monday as investors engaged in some bargain hunting after last week&#39;s losses, the biggest percentage declines of 2023 for Wall Street&#39;s main benchmarks, as jitters persisted about coming interest rate hikes to tame stubbornly high inflation.</p><p>All three main stock indexes climbed more than 1% shortly after the opening bell, in part due to an easing in Treasury yields, and all three closed well off their session highs.</p><p>Stocks steadily gave up gains throughout the session as U.S. Treasury yields moved off the day&#39;s lows.</p><p>&#34;On the heels of the worst week of the year, first three-week losing streak for the S&amp;P since December, a little green is a welcome change but again the reality is market participants are trying to square the circle with exactly how long the Fed will leave rates high, and is a 50 basis point hike really on the table at the next meeting,&#34; said Ryan Detrick, chief market strategist at Carson Group in Omaha, Nebraska.</p><p>&#34;It’s led to a good deal of uncertainty, and we have seen that when there is uncertainty there can be selling and volatility.&#34;</p><p>The Dow Jones Industrial Average    rose 72.17 points, or 0.22%, to 32,889.09, the S&amp;P 500    gained 12.2 points, or 0.31%, to 3,982.24 and the Nasdaq Composite    added 72.04 points, or 0.63%, to 11,466.98.</p><p>Last week, the Dow Industrials fell by the biggest weekly percentage since September, and the S&amp;P 500 and Nasdaq each had their biggest weekly percentage fall since December as economic data and comments from U.S. Federal Reserve officials heightened expectations the central bank will become more aggressive in raising interest rates.</p><p>Economists at UK-based banks Barclays and NatWest believe the Fed could ramp up the pace of its interest-rate rises in March with a half-point hike. <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a> said it no longer sees a cut by the Fed this year and expects a slower pace of 25 basis points when the central bank does begin lowering rates.</p><p>Fed funds futures show traders are pricing in a third 25 bps hikes this year and see rates peaking at 5.4% by September.</p><p>Fed Governor Philip Jefferson said he had &#34;no illusion&#34; inflation would quickly fall back to target and was committed to keeping restrictive monetary policy in place for as long as needed.</p><p>Data showed new orders for key U.S.-made capital goods increased more than expected in January while shipments of core goods rebounded, suggesting that business spending on equipment picked up.</p><p>Easing yields helped growth stocks    rebound 0.63% while Tesla    jumped 5.46% after the electric automaker said its plant in Brandenburg near Berlin was producing 4,000 cars a week, three weeks ahead of schedule according to a recent production plan reviewed by Reuters.</p><p>Seagen Inc    surged 10.40% after the Wall Street Journal reported that Pfizer    was in early talks to acquire the biotech firm. Pfizer&#39;s shares dipped 2.32%.</p><p>U.S. railroad operator Union Pacific    climbed 10.09% as Chief Executive Lance Fritz said he would step down. Hedge fund Soroban Capital Partners had called for his ouster.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.69-to-1 ratio; on Nasdaq, a 1.41-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 4 new 52-week highs and 8 new lows; the Nasdaq Composite recorded 71 new highs and 102 new lows.</p><p>Volume on U.S. exchanges was 9.89 billion shares, compared with the 10.72 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDM":"道指两倍做多ETF","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4574":"无人驾驶","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","DXD":"道指两倍做空ETF","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","DOG":"道指反向ETF","LU2063271972.USD":"富兰克林创新领域基金","LU0106831901.USD":"贝莱德世界金融基金A2","BK4548":"巴美列捷福持仓","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0823414478.USD":"法巴经典能源转换基金","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","PFE":"辉瑞","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0971096721.USD":"富达环球金融服务 A","LU1861215975.USD":"贝莱德新一代科技基金 A2","TSLA":"特斯拉","LU1548497426.USD":"安联环球人工智能AT Acc","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999001176.USD":"United Global Healthcare Acc USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","MS":"摩根士丹利","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD",".DJI":"道琼斯","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H",".IXIC":"NASDAQ Composite","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4527":"明星科技股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314751599","content_text":"U.S. Treasury yields slip after rallySeagen surges on Pfizer-buyout reportUnion Pacific jumps as CEO to step downDow up 0.22%, S&P 500 up 0.31%, Nasdaq up 0.63%NEW YORK, Feb 27 (Reuters) - U.S. stocks eked out a slight gain on Monday as investors engaged in some bargain hunting after last week's losses, the biggest percentage declines of 2023 for Wall Street's main benchmarks, as jitters persisted about coming interest rate hikes to tame stubbornly high inflation.All three main stock indexes climbed more than 1% shortly after the opening bell, in part due to an easing in Treasury yields, and all three closed well off their session highs.Stocks steadily gave up gains throughout the session as U.S. Treasury yields moved off the day's lows.\"On the heels of the worst week of the year, first three-week losing streak for the S&P since December, a little green is a welcome change but again the reality is market participants are trying to square the circle with exactly how long the Fed will leave rates high, and is a 50 basis point hike really on the table at the next meeting,\" said Ryan Detrick, chief market strategist at Carson Group in Omaha, Nebraska.\"It’s led to a good deal of uncertainty, and we have seen that when there is uncertainty there can be selling and volatility.\"The Dow Jones Industrial Average    rose 72.17 points, or 0.22%, to 32,889.09, the S&P 500    gained 12.2 points, or 0.31%, to 3,982.24 and the Nasdaq Composite    added 72.04 points, or 0.63%, to 11,466.98.Last week, the Dow Industrials fell by the biggest weekly percentage since September, and the S&P 500 and Nasdaq each had their biggest weekly percentage fall since December as economic data and comments from U.S. Federal Reserve officials heightened expectations the central bank will become more aggressive in raising interest rates.Economists at UK-based banks Barclays and NatWest believe the Fed could ramp up the pace of its interest-rate rises in March with a half-point hike. Morgan Stanley said it no longer sees a cut by the Fed this year and expects a slower pace of 25 basis points when the central bank does begin lowering rates.Fed funds futures show traders are pricing in a third 25 bps hikes this year and see rates peaking at 5.4% by September.Fed Governor Philip Jefferson said he had \"no illusion\" inflation would quickly fall back to target and was committed to keeping restrictive monetary policy in place for as long as needed.Data showed new orders for key U.S.-made capital goods increased more than expected in January while shipments of core goods rebounded, suggesting that business spending on equipment picked up.Easing yields helped growth stocks    rebound 0.63% while Tesla    jumped 5.46% after the electric automaker said its plant in Brandenburg near Berlin was producing 4,000 cars a week, three weeks ahead of schedule according to a recent production plan reviewed by Reuters.Seagen Inc    surged 10.40% after the Wall Street Journal reported that Pfizer    was in early talks to acquire the biotech firm. Pfizer's shares dipped 2.32%.U.S. railroad operator Union Pacific    climbed 10.09% as Chief Executive Lance Fritz said he would step down. Hedge fund Soroban Capital Partners had called for his ouster.Advancing issues outnumbered declining ones on the NYSE by a 1.69-to-1 ratio; on Nasdaq, a 1.41-to-1 ratio favored advancers.The S&P 500 posted 4 new 52-week highs and 8 new lows; the Nasdaq Composite recorded 71 new highs and 102 new lows.Volume on U.S. exchanges was 9.89 billion shares, compared with the 10.72 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}